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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Larry Mathis Financial Planning
926
Larry Mathis Financial Planning
Arizona
US$ 709 mil +US$ 801 mil +4.229 Nova
SouthState Corp
927
SouthState Corp
Florida
US$ 709 mil -US$ 391 mil -2.066 -33%
Avestar Capital
928
Avestar Capital
New York
US$ 708 mil -US$ 89,2 mil -471 -10%
Lombard Odier Asset Management (Europe)
929
Lombard Odier Asset Management (Europe)
United Kingdom
US$ 705 mil +US$ 796 mil +4.205 Nova
Future Fund LLC
930
Future Fund LLC
Illinois
US$ 703 mil +US$ 10,2 mil +54 +1%
Atala Financial
931
Atala Financial
California
US$ 699 mil -US$ 48,7 mil -257 -6%
Principal Street Partners
932
Principal Street Partners
Tennessee
US$ 697 mil -US$ 27,8 mil -147 -3%
Bingham Private Wealth
933
Bingham Private Wealth
California
US$ 696 mil -US$ 26,3 mil -139 -3%
Prospera Financial Services
934
Prospera Financial Services
Texas
US$ 693 mil -US$ 44,5 mil -235 -5%
Personal CFO Solutions
935
Personal CFO Solutions
New Jersey
US$ 691 mil -US$ 85,4 mil -451 -10%
Integrated Advisors Network
936
Integrated Advisors Network
Texas
US$ 690 mil +US$ 93,3 mil +493 +14%
Wealth Alliance
937
Wealth Alliance
New York
US$ 690 mil +US$ 779 mil +4.112 Nova
Strategy Asset Managers
938
Strategy Asset Managers
California
US$ 689 mil +US$ 15,1 mil +80 +2%
Meridian Financial Partners
939
Meridian Financial Partners
Virginia
US$ 689 mil -US$ 11 mil -58 -2%
HMS Capital Management
940
HMS Capital Management
Tennessee
US$ 688 mil -US$ 2,08 mil -11 -0,3%
JMAC Enterprises
941
JMAC Enterprises
Pennsylvania
US$ 688 mil +US$ 1,52 mil +8 +0,2%
Constant Guidance Financial
942
Constant Guidance Financial
Massachusetts
US$ 686 mil +US$ 774 mil +4.090 Nova
Ellevest Inc
943
Ellevest Inc
New York
US$ 681 mil -US$ 66,1 mil -349 -8%
World Investment Advisors
944
World Investment Advisors
California
US$ 680 mil -US$ 78 mil -412 -11%
PCM Encore
945
PCM Encore
Colorado
US$ 680 mil -US$ 41,5 mil -219 -5%
LECAP Asset Management
946
LECAP Asset Management
United Kingdom
US$ 678 mil +US$ 766 mil +4.044 Nova
Penobscot Investment Management
947
Penobscot Investment Management
Massachusetts
US$ 668 mil -US$ 1,3 mi -6.891 -63%
Kintegral Advisory
948
Kintegral Advisory
New York
US$ 667 mil – – –
Insigneo Advisory Services
949
Insigneo Advisory Services
Florida
US$ 665 mil +US$ 280 mil +1.481 +60%
Bridgewater Advisors
950
Bridgewater Advisors
New York
US$ 659 mil -US$ 95,6 mil -505 -12%
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