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TFI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Atria Investments
151
Atria Investments
North Carolina
US$ 817 mil +US$ 465 mil +10.208 +134%
Focus Partners Advisor Solutions
152
Focus Partners Advisor Solutions
Missouri
US$ 806 mil -US$ 51,5 mil -1.131 -6%
Transcendent Capital Group
153
Transcendent Capital Group
Oklahoma
US$ 798 mil -US$ 9,6 mil -211 -1%
D.J. St. Germain
154
D.J. St. Germain
Massachusetts
US$ 792 mil -US$ 51,8 mil -1.137 -6%
Advisornet Financial
155
Advisornet Financial
Minnesota
US$ 780 mil -US$ 1,55 mil -34 -0,2%
Meadowbrook Advisors Group
156
Meadowbrook Advisors Group
New Jersey
US$ 778 mil – – –
Hazlett, Burt & Watson
157
Hazlett, Burt & Watson
West Virginia
US$ 767 mil – – –
Private Trust Company
158
Private Trust Company
Ohio
US$ 764 mil +US$ 333 mil +7.311 +78%
Linscomb Wealth
159
Linscomb Wealth
Texas
US$ 750 mil -US$ 7,6 mil -167 -1%
BlackRock
160
BlackRock
New York
US$ 743 mil +US$ 13,6 mil +299 +2%
Colton Groome Financial Advisors
161
Colton Groome Financial Advisors
North Carolina
US$ 741 mil +US$ 475 mil +10.425 +181%
Dopkins Wealth Management
162
Dopkins Wealth Management
New York
US$ 721 mil -US$ 51,3 mil -1.126 -7%
Aprio Wealth Management
163
Aprio Wealth Management
Georgia
US$ 717 mil +US$ 10 mil +220 +1%
Stokes Family Office
164
Stokes Family Office
Louisiana
US$ 709 mil – – –
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
US$ 697 mil -US$ 15,5 mil -340 -2%
Creative Planning
166
Creative Planning
Kansas
US$ 694 mil -US$ 336 mil -7.384 -33%
Fairway Wealth
167
Fairway Wealth
Ohio
US$ 692 mil -US$ 16,3 mil -358 -2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
US$ 678 mil -US$ 54,8 mil -1.203 -8%
Balentine LLC
169
Balentine LLC
Georgia
US$ 675 mil -US$ 1,1 mi -24.249 -62%
IWN
170
Independent Wealth Network
Iowa
US$ 651 mil +US$ 319 +7 +0%
Atomi Financial Group
171
Atomi Financial Group
New York
US$ 646 mil +US$ 10,3 mil +227 +2%
Oppenheimer & Co
172
Oppenheimer & Co
New York
US$ 646 mil +US$ 39,2 mil +860 +6%
Wealthcare Capital Partners
173
Wealthcare Capital Partners
Pennsylvania
US$ 643 mil -US$ 8,47 mil -186 -1%
Level Four Advisory Services
174
Level Four Advisory Services
Texas
US$ 615 mil +US$ 1,37 mil +30 +0,2%
Steward Partners Investment Advisory
175
Steward Partners Investment Advisory
New York
US$ 595 mil +US$ 46 +1 +0%
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