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ícone de SRVR

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SRVR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
MML Investors Services
51
MML Investors Services
Massachusetts
US$ 251 mil -US$ 169 mil -4.966 -39%
EWM
52
Endowment Wealth Management
Wisconsin
US$ 243 mil +US$ 23,5 mil +690 +10%
LCM
53
Lunt Capital Management
Utah
US$ 220 mil – – –
SHFP
54
Second Half Financial Partners
Florida
US$ 207 mil +US$ 222 mil +6.510 Nova
Geneos Wealth Management
55
Geneos Wealth Management
Colorado
US$ 149 mil -US$ 29,5 mil -865 -16%
Harbour Investments
56
Harbour Investments
Wisconsin
US$ 133 mil -US$ 6,71 mil -197 -4%
Steward Partners Investment Advisory
57
Steward Partners Investment Advisory
New York
US$ 86,3 mil +US$ 44,9 mil +1.319 +94%
CWM
58
Copia Wealth Management
Oregon
US$ 69,9 mil -US$ 35,3 mil -1.036 -32%
IFG Advisory
59
IFG Advisory
Georgia
US$ 48,2 mil +US$ 51,7 mil +1.518 Nova
NewEdge Advisors
60
NewEdge Advisors
Louisiana
US$ 45,9 mil -US$ 68 -2 -0,1%
Strategic Wealth Partners
61
Strategic Wealth Partners
Ohio
US$ 38,1 mil -US$ 15,4 mil -452 -27%
HFM
62
Hartford Financial Management
Connecticut
US$ 30,2 mil +US$ 32,4 mil +952 Nova
AlphaCore Capital
63
AlphaCore Capital
California
US$ 30,2 mil -US$ 5,11 mil -150 -14%
William Blair & Company
64
William Blair & Company
Illinois
US$ 27,2 mil +US$ 27,9 mil +819 +2.214%
IAIM
65
International Assets Investment Management
Florida
US$ 22,8 mil +US$ 11,1 mil +325 +82%
Capital Analysts LLC
66
Capital Analysts LLC
Pennsylvania
US$ 22 mil +US$ 23,6 mil +694 Nova
Aptus Capital Advisors
67
Aptus Capital Advisors
Alabama
US$ 21,3 mil – – –
KCM
68
Key Capital Management
Tennessee
US$ 19,1 mil +US$ 20,5 mil +601 Nova
Federation des caisses Desjardins du Quebec
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 16,8 mil – – –
SouthState Corp
70
SouthState Corp
Florida
US$ 13 mil +US$ 14 mil +410 Nova
Fidelity Investments
71
Fidelity Investments
Massachusetts
US$ 11,7 mil +US$ 3,24 mil +95 +35%
Farther Finance Advisors
72
Farther Finance Advisors
California
US$ 10,1 mil -US$ 3,06 mil -90 -22%
IPS
73
Investors Portfolio Services
Washington
US$ 9,5 mil -US$ 5,92 mil -174 -37%
AIC
74
Archer Investment Corporation
Indiana
US$ 9,42 mil – – –
PS
75
Planning Strategies
Pennsylvania
US$ 9,34 mil +US$ 10 mil +294 Nova
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