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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TRUE Private Wealth Advisors
101
TRUE Private Wealth Advisors
Oregon
US$ 1,48 mi -US$ 17,8 mil -256 -1%
Tempus Wealth Planning
102
Tempus Wealth Planning
California
US$ 1,41 mi -US$ 103 mil -1.486 -8%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
US$ 1,41 mi +US$ 13 mil +187 +1%
Segment Wealth Management
104
Segment Wealth Management
Texas
US$ 1,34 mi +US$ 3,47 mil +50 +0,3%
JP Morgan Chase
105
JP Morgan Chase
New York
US$ 1,32 mi -US$ 7,25 mi -104.439 -86%
Wealth Architects
106
Wealth Architects
California
US$ 1,32 mi -US$ 83,7 mil -1.206 -7%
Massar Capital Management
107
Massar Capital Management
Connecticut
US$ 1,3 mi +US$ 1,11 mi +16.034 Nova
October Effect
108
October Effect
Virginia
US$ 1,29 mi -US$ 2,68 mi -38.648 -71%
Premier Private Wealth Management
109
Premier Private Wealth Management
Florida
US$ 1,28 mi +US$ 468 mil +6.742 +74%
Millington Financial Advisors
110
Millington Financial Advisors
Illinois
US$ 1,28 mi +US$ 15,8 mil +227 +1%
Tactive Advisors
111
Tactive Advisors
Florida
US$ 1,26 mi -US$ 111 mil -1.600 -9%
Genesee Capital Advisors
112
Genesee Capital Advisors
New York
US$ 1,17 mi +US$ 999 mil +14.385 Nova
Moors & Cabot
113
Moors & Cabot
Massachusetts
US$ 1,15 mi – – –
Founders Financial Securities
114
Founders Financial Securities
Maryland
US$ 1,12 mi +US$ 960 mil +13.823 Nova
VCM
115
Viewpoint Capital Management
Washington
US$ 1,11 mi – – –
M&T Bank
116
M&T Bank
New York
US$ 1,1 mi – – –
Physician Wealth Advisors
117
Physician Wealth Advisors
Utah
US$ 1,09 mi -US$ 55,6 mil -801 -6%
AXQ Capital
118
AXQ Capital
New Jersey
US$ 1,07 mi +US$ 914 mil +13.163 Nova
AlTi Global
119
AlTi Global
New York
US$ 1,06 mi – – –
Onyx Bridge Wealth Group
120
Onyx Bridge Wealth Group
New York
US$ 1,06 mi +US$ 8,33 mil +120 +0,9%
PGIM Custom Harvest
121
PGIM Custom Harvest
New Jersey
US$ 1,04 mi – – –
Wealthspire Advisors (New York)
122
Wealthspire Advisors (New York)
New York
US$ 1,03 mi -US$ 322 mil -4.645 -27%
Daviman Financial
123
Daviman Financial
Indiana
US$ 1,03 mi -US$ 61,5 mil -886 -7%
Erickson Financial Group
124
Erickson Financial Group
Pennsylvania
US$ 1,02 mi -US$ 169 mil -2.432 -16%
Traynor Capital Management
125
Traynor Capital Management
Pennsylvania
US$ 1,02 mi +US$ 27 mil +389 +3%
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