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TRFK

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
ProCore Advisors
76
ProCore Advisors
California
US$ 328 mil +US$ 274 mil +3.072 Nova
Capital Investment Counsel (Colorado)
77
Capital Investment Counsel (Colorado)
Colorado
US$ 327 mil +US$ 273 mil +3.061 Nova
Optima Capital
78
Optima Capital
Oregon
US$ 294 mil +US$ 246 mil +2.759 Nova
HighPoint Advisor Group
79
HighPoint Advisor Group
Illinois
US$ 289 mil +US$ 242 mil +2.711 Nova
SteelPeak Wealth
80
SteelPeak Wealth
California
US$ 288 mil +US$ 241 mil +2.697 Nova
Gateway Wealth Partners
81
Gateway Wealth Partners
Wisconsin
US$ 287 mil -US$ 234 mil -2.625 -49%
APW
82
Aurora Private Wealth
New Jersey
US$ 272 mil +US$ 228 mil +2.551 Nova
Integrity Alliance
83
Integrity Alliance
Iowa
US$ 269 mil +US$ 225 mil +2.520 Nova
Pinnacle Financial Partners (Georgia)
84
Pinnacle Financial Partners (Georgia)
Georgia
US$ 261 mil +US$ 218 mil +2.445 Nova
Kingswood Wealth Advisors
85
Kingswood Wealth Advisors
California
US$ 258 mil +US$ 216 mil +2.421 Nova
MGO One Seven
86
MGO One Seven
Ohio
US$ 256 mil +US$ 214 mil +2.395 Nova
Global Retirement Partners
87
Global Retirement Partners
California
US$ 255 mil +US$ 214 mil +2.393 Nova
IFP Advisors
88
IFP Advisors
Florida
US$ 241 mil +US$ 32,9 mil +369 +19%
Calton & Associates
89
Calton & Associates
Florida
US$ 236 mil +US$ 198 mil +2.216 Nova
Two Sigma Investments
90
Two Sigma Investments
New York
US$ 235 mil +US$ 196 mil +2.200 Nova
Stonebridge Financial Planning Group
91
Stonebridge Financial Planning Group
Florida
US$ 232 mil +US$ 194 mil +2.172 Nova
TA
92
TrueWealth Advisors
Alabama
US$ 228 mil +US$ 190 mil +2.134 Nova
Onyx Bridge Wealth Group
93
Onyx Bridge Wealth Group
New York
US$ 223 mil +US$ 187 mil +2.094 Nova
SHFP
94
Second Half Financial Partners
Florida
US$ 222 mil +US$ 185 mil +2.077 Nova
Financial Partners Group (Kansas)
95
Financial Partners Group (Kansas)
Kansas
US$ 213 mil +US$ 178 mil +1.998 Nova
Allworth Financial
96
Allworth Financial
California
US$ 207 mil +US$ 20,4 mil +228 +13%
Spinnaker Investment Group
97
Spinnaker Investment Group
California
US$ 201 mil +US$ 168 mil +1.884 Nova
WT Wealth Management
98
WT Wealth Management
Arizona
US$ 200 mil +US$ 167 mil +1.876 Nova
IAIM
99
International Assets Investment Management
Florida
US$ 194 mil +US$ 126 mil +1.408 +282%
UBS Group
100
UBS Group
Switzerland
US$ 128 mil +US$ 107 mil +1.195 Nova
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