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ícone de SOR

Source Capital
SOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
NWF Advisory Services
26
NWF Advisory Services
California
US$ 540 mil -US$ 8,18 mil -179 -2%
Evolve Private Wealth
27
Evolve Private Wealth
California
US$ 490 mil -US$ 32 mil -700 -6%
Pinnacle Financial Partners (Georgia)
28
Pinnacle Financial Partners (Georgia)
Georgia
US$ 475 mil +US$ 242 mil +5.302 +105%
Cary Street Partners
29
Cary Street Partners
Virginia
US$ 451 mil -US$ 428 mil -9.359 -49%
Capital Investment Counsel Inc
30
Capital Investment Counsel Inc
North Carolina
US$ 414 mil – – –
Private Advisor Group
31
Private Advisor Group
New Jersey
US$ 367 mil +US$ 52,1 mil +1.139 +17%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
US$ 340 mil +US$ 2,29 mil +50 +0,7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
US$ 290 mil +US$ 37,8 mil +826 +15%
UBS Group
34
UBS Group
Switzerland
US$ 256 mil -US$ 56,8 mil -1.242 -18%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
US$ 238 mil +US$ 3,2 mil +70 +1%
NewEdge Advisors
36
NewEdge Advisors
Louisiana
US$ 235 mil -US$ 2,7 mil -59 -1%
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
US$ 215 mil +US$ 214 mil +4.674 Nova
AssetMark Inc
38
AssetMark Inc
California
US$ 165 mil – – –
AF
39
Align Financial
Minnesota
US$ 154 mil – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
US$ 124 mil – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
US$ 83 mil -US$ 495 mil -10.836 -86%
AA
42
AlphaCentric Advisors
Puerto Rico
US$ 78,1 mil +US$ 77,7 mil +1.700 Nova
CA
43
Crossingbridge Advisors
New York
US$ 78,1 mil +US$ 77,7 mil +1.700 Nova
Manchester Capital Management
44
Manchester Capital Management
Vermont
US$ 69,9 mil +US$ 914 +20 +1%
KCM
45
Key Capital Management
Tennessee
US$ 60,1 mil +US$ 59,8 mil +1.308 Nova
NBC Securities
46
NBC Securities
Alabama
US$ 51,1 mil +US$ 503 +11 +1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
US$ 46 mil – – –
Wolverine Asset Management
48
Wolverine Asset Management
Illinois
US$ 44,4 mil -US$ 19,8 mil -434 -31%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
US$ 42 mil +US$ 17,7 mil +388 +74%
WT
50
WHI Trust
Illinois
US$ 41,9 mil – – –
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