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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Regent Peak Wealth Advisors
1326
Regent Peak Wealth Advisors
Georgia
US$ 206 mil -US$ 15,5 mil -82 -6%
Sterling Investment Counsel
1327
Sterling Investment Counsel
New York
US$ 206 mil – – –
Harbor Investment Advisory
1328
Harbor Investment Advisory
Maryland
US$ 205 mil -US$ 214 mil -1.128 -48%
Summit Asset Management
1329
Summit Asset Management
Tennessee
US$ 205 mil +US$ 10,6 mil +56 +5%
Mosaic Family Wealth Partners
1330
Mosaic Family Wealth Partners
Missouri
US$ 204 mil +US$ 231 mil +1.218 Nova
Atalanta Sosnoff Capital
1331
Atalanta Sosnoff Capital
New York
US$ 204 mil -US$ 129 mil -681 -36%
Allegiance Financial Group Advisory Services
1332
Allegiance Financial Group Advisory Services
Virginia
US$ 204 mil +US$ 230 mil +1.215 Nova
Oakworth Capital
1333
Oakworth Capital
Alabama
US$ 203 mil +US$ 947 +5 +0,4%
Bedel Financial Consulting
1334
Bedel Financial Consulting
Indiana
US$ 203 mil +US$ 379 +2 +0,2%
Renaissance Group
1335
Renaissance Group
Kentucky
US$ 203 mil – – –
CSA
1336
Cottage Street Advisors
Massachusetts
US$ 201 mil +US$ 18,9 mil +100 +9%
Widmann Financial Services
1337
Widmann Financial Services
Maryland
US$ 200 mil +US$ 13,3 mil +70 +6%
Colonial Trust
1338
Colonial Trust
South Carolina
US$ 197 mil +US$ 99,2 mil +524 +80%
CVA Family Office
1339
CVA Family Office
Colorado
US$ 195 mil -US$ 36,5 mil -193 -14%
HM Payson & Co
1340
HM Payson & Co
Maine
US$ 194 mil -US$ 42,6 mil -225 -16%
Hills Bank & Trust
1341
Hills Bank & Trust
Iowa
US$ 188 mil -US$ 26,5 mil -140 -11%
Evermay Wealth Management
1342
Evermay Wealth Management
Virginia
US$ 186 mil +US$ 5,3 mil +28 +3%
Park Place Capital
1343
Park Place Capital
Alabama
US$ 184 mil +US$ 198 mil +1.045 +2.090%
Costello Asset Management
1344
Costello Asset Management
Pennsylvania
US$ 183 mil +US$ 65,1 mil +344 +46%
Trust Company
1345
Trust Company
Kansas
US$ 182 mil +US$ 3,41 mil +18 +2%
VUB Generali dochodkova spravcovska spolocnost
1346
VUB Generali dochodkova spravcovska spolocnost
US$ 181 mil – – –
Creative Financial Designs
1347
Creative Financial Designs
Indiana
US$ 180 mil +US$ 23,9 mil +126 +13%
IAIM
1348
International Assets Investment Management
Florida
US$ 180 mil -US$ 42,4 mil -224 -18%
TFC Financial Management
1349
TFC Financial Management
Massachusetts
US$ 176 mil -US$ 13,4 mil -71 -6%
Deseret Mutual Benefit Administrators
1350
Deseret Mutual Benefit Administrators
Utah
US$ 175 mil +US$ 12,1 mil +64 +7%
52 53
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