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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cambria Investment Management
1051
Cambria Investment Management
California
US$ 465 mil +US$ 128 mil +678 +32%
Leuthold Group
1052
Leuthold Group
Minnesota
US$ 463 mil – – –
North Dallas Bank & Trust
1053
North Dallas Bank & Trust
Texas
US$ 461 mil -US$ 29,3 mil -155 -5%
PDS Planning
1054
PDS Planning
Ohio
US$ 458 mil -US$ 32 mil -169 -6%
Quotient Wealth Partners
1055
Quotient Wealth Partners
Texas
US$ 456 mil -US$ 36,7 mil -194 -7%
LifePlan Financial
1056
LifePlan Financial
Minnesota
US$ 456 mil +US$ 514 mil +2.716 Nova
Valeo Financial Advisors
1057
Valeo Financial Advisors
Indiana
US$ 455 mil -US$ 101 mil -532 -16%
Ferguson Wellman Capital Management
1058
Ferguson Wellman Capital Management
Oregon
US$ 455 mil -US$ 80,7 mil -426 -14%
L2 Asset Management
1059
L2 Asset Management
Massachusetts
US$ 454 mil -US$ 41,7 mil -220 -8%
Counterpoint Mutual Funds
1060
Counterpoint Mutual Funds
California
US$ 452 mil – – –
MONECO Advisors
1061
MONECO Advisors
Connecticut
US$ 449 mil +US$ 12,3 mil +65 +2%
Cary Street Partners Investment Advisory
1062
Cary Street Partners Investment Advisory
Virginia
US$ 446 mil +US$ 140 mil +739 +38%
Evercore Wealth Management
1063
Evercore Wealth Management
New York
US$ 445 mil -US$ 13,6 mil -72 -3%
Simplicity Wealth
1064
Simplicity Wealth
New Jersey
US$ 444 mil +US$ 142 mil +750 +39%
Athena Wealth Management
1065
Athena Wealth Management
Nevada
US$ 443 mil +US$ 36 mil +190 +8%
Migdal Insurance & Financial Holdings
1066
Migdal Insurance & Financial Holdings
Israel
US$ 441 mil -US$ 25,9 mil -137 -5%
Legacy Private Trust
1067
Legacy Private Trust
Wisconsin
US$ 440 mil -US$ 12,1 mil -64 -2%
HeadInvest LLC
1068
HeadInvest LLC
Maine
US$ 440 mil -US$ 13,3 mil -70 -3%
Machina Capital
1069
Machina Capital
France
US$ 438 mil +US$ 495 mil +2.614 Nova
Calamos Wealth Management
1070
Calamos Wealth Management
Illinois
US$ 436 mil -US$ 268 mil -1.418 -35%
AXQ Capital
1071
AXQ Capital
New Jersey
US$ 436 mil -US$ 1,42 mi -7.501 -74%
Kuhn & Co Investment Counsel
1072
Kuhn & Co Investment Counsel
Illinois
US$ 436 mil +US$ 1,7 mil +9 +0,3%
Dover Advisors
1073
Dover Advisors
Virginia
US$ 434 mil +US$ 9,47 mil +50 +2%
Verdence Capital Advisors
1074
Verdence Capital Advisors
Maryland
US$ 432 mil +US$ 92 mil +486 +23%
Horizon Family Wealth
1075
Horizon Family Wealth
Illinois
US$ 428 mil +US$ 30,7 mil +162 +7%
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