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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Keating Financial Advisory Services
1401
Keating Financial Advisory Services
Kansas
US$ 80,5 mil -US$ 3,22 mil -17 -3%
J. Safra Asset Management
1402
J. Safra Asset Management
New York
US$ 80 mil -US$ 1,97 mi -10.381 -96%
Bogart Wealth LLC
1403
Bogart Wealth LLC
Virginia
US$ 79,5 mil -US$ 36,7 mil -194 -29%
REAP Financial Group
1404
REAP Financial Group
Texas
US$ 76,4 mil -US$ 1,89 mil -10 -2%
Union Bancaire Privee
1405
Union Bancaire Privee
Switzerland
US$ 76,2 mil – – –
Lodestone Wealth Management
1406
Lodestone Wealth Management
Washington
US$ 73,8 mil – – –
Winch Advisory Services
1407
Winch Advisory Services
Wisconsin
US$ 72,8 mil +US$ 379 +2 +0,5%
Meramec Financial Planners
1408
Meramec Financial Planners
Missouri
US$ 71,4 mil +US$ 74,4 mil +393 +3.930%
Community Bank
1409
Community Bank
New York
US$ 70,4 mil – – –
Brown, Lisle/Cummings
1410
Brown, Lisle/Cummings
Rhode Island
US$ 70,1 mil +US$ 1,32 mil +7 +2%
Smithfield Trust
1411
Smithfield Trust
Pennsylvania
US$ 70 mil – – –
SJS Investment Consulting
1412
SJS Investment Consulting
Ohio
US$ 69,6 mil +US$ 59,3 mil +313 +307%
Truvestments Capital
1413
Truvestments Capital
Florida
US$ 68,9 mil -US$ 19,9 mil -105 -20%
Private Wealth Asset Management
1414
Private Wealth Asset Management
Iowa
US$ 67,9 mil +US$ 4,92 mil +26 +7%
Rational Advisors
1415
Rational Advisors
New York
US$ 67,4 mil +US$ 7,01 mil +37 +10%
Abound Wealth Management
1416
Abound Wealth Management
Tennessee
US$ 66,5 mil +US$ 1,52 mil +8 +2%
Daytona Street Capital
1417
Daytona Street Capital
Missouri
US$ 66,3 mil +US$ 74,8 mil +395 Nova
Miller Capital Partners
1418
Miller Capital Partners
Michigan
US$ 65,4 mil -US$ 333 mil -1.761 -82%
Silver Grove Financial Group
1419
Silver Grove Financial Group
New York
US$ 64,3 mil +US$ 67,8 mil +358 +1.432%
CNB Bank
1420
CNB Bank
Pennsylvania
US$ 64,2 mil – – –
Key Financial Inc
1421
Key Financial Inc
Pennsylvania
US$ 63,4 mil – – –
AXS Investments
1422
AXS Investments
New York
US$ 62,1 mil +US$ 28,6 mil +151 +69%
Colonial Trust Advisors
1423
Colonial Trust Advisors
South Carolina
US$ 61,6 mil – – –
Bell Investment Advisors
1424
Bell Investment Advisors
California
US$ 60,6 mil -US$ 6,25 mil -33 -8%
Evolution Wealth Management
1425
Evolution Wealth Management
Florida
US$ 59,2 mil +US$ 2,27 mil +12 +4%
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