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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Independent Financial Group
101
Independent Financial Group
California
US$ 169 mil +US$ 217 mil +17.200 Nova
Guggenheim Capital
102
Guggenheim Capital
Illinois
US$ 157 mil -US$ 45,3 mil -3.583 -18%
PDS Planning
103
PDS Planning
Ohio
US$ 150 mil +US$ 8,14 mil +644 +4%
BWA
104
Basecamp Wealth Advisors
Washington
US$ 134 mil +US$ 12,7 mil +1.007 +8%
Profund Advisors
105
Profund Advisors
Maryland
US$ 133 mil +US$ 171 mil +13.514 Nova
NewEdge Advisors
106
NewEdge Advisors
Louisiana
US$ 133 mil – – –
Blue Trust Inc
107
Blue Trust Inc
Georgia
US$ 131 mil +US$ 52,9 mil +4.189 +46%
Ameriprise
108
Ameriprise
Minnesota
US$ 130 mil -US$ 37,9 mil -3.002 -18%
Farther Finance Advisors
109
Farther Finance Advisors
California
US$ 126 mil +US$ 114 mil +9.046 +238%
Rehmann Capital Advisory Group
110
Rehmann Capital Advisory Group
Michigan
US$ 122 mil +US$ 1,38 mil +109 +0,9%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
US$ 121 mil +US$ 156 mil +12.335 Nova
First Trust Advisors
112
First Trust Advisors
Illinois
US$ 119 mil +US$ 3,46 mil +274 +2%
GAMMA Investing
113
GAMMA Investing
California
US$ 114 mil +US$ 1,68 mil +133 +1%
D'Orazio & Associates
114
D'Orazio & Associates
Virginia
US$ 113 mil +US$ 10 mil +791 +7%
BPW
115
Bingham Private Wealth
California
US$ 113 mil +US$ 145 mil +11.499 Nova
Sivia Capital Partners
116
Sivia Capital Partners
California
US$ 112 mil – – –
EP Wealth Advisors
117
EP Wealth Advisors
California
US$ 110 mil +US$ 14,5 mil +1.150 +11%
Wells Fargo
118
Wells Fargo
California
US$ 110 mil -US$ 1,18 mi -93.504 -89%
Venturi Wealth Management
119
Venturi Wealth Management
Texas
US$ 109 mil +US$ 140 mil +11.094 Nova
United Capital Financial Advisors
120
United Capital Financial Advisors
Texas
US$ 103 mil +US$ 133 mil +10.507 Nova
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
US$ 103 mil +US$ 132 mil +10.480 Nova
&Partners
122
&Partners
Tennessee
US$ 100 mil +US$ 128 mil +10.164 Nova
Jupiter Topco
123
Jupiter Topco
New York
US$ 98 mil +US$ 126 mil +10.000 Nova
Citigroup
124
Citigroup
New York
US$ 88,6 mil -US$ 36,1 mil -2.861 -24%
Generali Investments CEE
125
Generali Investments CEE
Czech Republic
US$ 88,4 mil – – –
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