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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Geneos Wealth Management
101
Geneos Wealth Management
Colorado
US$ 65,4 mil – – –
North Star Investment Management
102
North Star Investment Management
Illinois
US$ 60,8 mil +US$ 64,6 mil +1.200 Nova
Global Retirement Partners
103
Global Retirement Partners
California
US$ 57,8 mil +US$ 61,4 mil +1.140 Nova
Evolution Wealth Management
104
Evolution Wealth Management
Florida
US$ 52,5 mil – – –
JTC Employer Solutions Trustee
105
JTC Employer Solutions Trustee
Jersey
US$ 52 mil – – –
Hilton Head Capital Partners
106
Hilton Head Capital Partners
South Carolina
US$ 51,3 mil +US$ 54,5 mil +1.012 Nova
TD Waterhouse Canada
107
TD Waterhouse Canada
Ontario, Canada
US$ 51 mil +US$ 26,9 mil +500 +97%
Federation des caisses Desjardins du Quebec
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 47,9 mil +US$ 50,9 mil +945 Nova
CoreCap Advisors
109
CoreCap Advisors
Michigan
US$ 42,7 mil +US$ 40,3 mil +748 +787%
Farther Finance Advisors
110
Farther Finance Advisors
California
US$ 33,3 mil +US$ 35 mil +650 +8.125%
MCF Advisors
111
MCF Advisors
Kentucky
US$ 33 mil -US$ 37,3 mil -693 -52%
McDonald Partners
112
McDonald Partners
Ohio
US$ 30,6 mil +US$ 32,5 mil +604 Nova
Ancora Advisors
113
Ancora Advisors
Ohio
US$ 30,4 mil – – –
Glen Eagle Advisors
114
Glen Eagle Advisors
New Jersey
US$ 26,9 mil +US$ 28,5 mil +530 Nova
DHJJ Financial Advisors
115
DHJJ Financial Advisors
Illinois
US$ 25,3 mil – – –
Game Plan Financial Advisors
116
Game Plan Financial Advisors
Ohio
US$ 25,3 mil +US$ 26,9 mil +500 Nova
Advisornet Financial
117
Advisornet Financial
Minnesota
US$ 25,2 mil +US$ 22,7 mil +422 +563%
Wells Fargo
118
Wells Fargo
California
US$ 22,5 mil +US$ 23,9 mil +444 Nova
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
US$ 19,8 mil +US$ 2,15 mil +40 +11%
Jones Financial Companies
120
Jones Financial Companies
Missouri
US$ 19,7 mil +US$ 22,9 mil +426 Nova
IFP Advisors
121
IFP Advisors
Florida
US$ 19,6 mil +US$ 2,32 mil +43 +13%
Strive Financial Group
122
Strive Financial Group
Indiana
US$ 12,2 mil – – –
Armstrong Advisory Group
123
Armstrong Advisory Group
Massachusetts
US$ 10,1 mil +US$ 10,8 mil +200 Nova
Caldwell Trust
124
Caldwell Trust
Florida
US$ 10,1 mil +US$ 10,8 mil +200 Nova
Ameritas Advisory Services
125
Ameritas Advisory Services
Nebraska
US$ 9,32 mil +US$ 9,9 mil +184 Nova
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