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TAIL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
HighTower Advisors
1
HighTower Advisors
Illinois
US$ 15,2 mi +US$ 778 mil +71.197 +5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 14,4 mi -US$ 647 mil -59.246 -4%
Wells Fargo
3
Wells Fargo
California
US$ 10,9 mi -US$ 9,9 mi -904.187 -47%
LPL Financial
4
LPL Financial
California
US$ 10,5 mi -US$ 320 mil -29.256 -3%
PFM
5
Professional Financial Management
Wisconsin
US$ 8,31 mi +US$ 466 mil +42.624 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
US$ 3,07 mi +US$ 924 mil +84.603 +41%
Mather Group
7
Mather Group
Illinois
US$ 2,61 mi +US$ 2,69 mi +245.958 Nova
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
US$ 2,02 mi +US$ 991 mil +90.706 +92%
Soltis Investment Advisors
9
Soltis Investment Advisors
Utah
US$ 1,71 mi -US$ 4,38 mi -401.094 -71%
PA
10
Persium Advisors
Georgia
US$ 1,54 mi +US$ 1,58 mi +144.900 Nova
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
US$ 1,25 mi +US$ 594 mil +54.391 +86%
Philip James Wealth Mangement
12
Philip James Wealth Mangement
Georgia
US$ 1,19 mi -US$ 86 mil -7.872 -7%
Raymond James Financial
13
Raymond James Financial
Florida
US$ 1,17 mi -US$ 799 mil -73.176 -40%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
US$ 832 mil +US$ 151 mil +13.842 +21%
Old Mission Capital
15
Old Mission Capital
Illinois
US$ 778 mil +US$ 799 mil +73.178 Nova
ZEGA Investments
16
ZEGA Investments
Florida
US$ 616 mil +US$ 203 mil +18.607 +47%
AFO
17
Arrowroot Family Office
California
US$ 518 mil +US$ 533 mil +48.764 Nova
Citizens Financial Group
18
Citizens Financial Group
Rhode Island
US$ 415 mil +US$ 896 +82 +0,2%
Farther Finance Advisors
19
Farther Finance Advisors
California
US$ 405 mil +US$ 393 mil +35.934 +1.676%
FA
20
Fermata Advisors
California
US$ 396 mil +US$ 407 mil +37.252 Nova
MA
21
Mezzasalma Advisors
New Jersey
US$ 364 mil +US$ 1,43 mil +131 +0,4%
Dynamic Advisor Solutions
22
Dynamic Advisor Solutions
Arizona
US$ 344 mil +US$ 354 mil +32.408 Nova
Centric Wealth Management
23
Centric Wealth Management
Illinois
US$ 338 mil – – –
Jane Street
24
Jane Street
New York
US$ 332 mil +US$ 341 mil +31.193 Nova
SEP
25
Southland Equity Partners
Missouri
US$ 324 mil +US$ 144 mil +13.153 +76%
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