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Woori Financial
WF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Angeles Wealth Management
126
Angeles Wealth Management
California
US$ 240 mil +US$ 272 mil +4.189 Nova
OneAscent Investment Solutions
127
OneAscent Investment Solutions
Alabama
US$ 239 mil +US$ 270 mil +4.158 Nova
Blue Trust Inc
128
Blue Trust Inc
Georgia
US$ 238 mil -US$ 604 mil -9.314 -69%
Farther Finance Advisors
129
Farther Finance Advisors
California
US$ 236 mil +US$ 41,2 mil +635 +18%
Enterprise Financial Services Corp (EFSC)
130
Enterprise Financial Services Corp (EFSC)
Missouri
US$ 228 mil +US$ 51,6 mil +796 +25%
Dynamic Advisor Solutions
131
Dynamic Advisor Solutions
Arizona
US$ 214 mil +US$ 242 mil +3.733 Nova
Choreo LLC
132
Choreo LLC
Illinois
US$ 213 mil +US$ 38,3 mil +590 +19%
Resonant Capital Advisors
133
Resonant Capital Advisors
Wisconsin
US$ 212 mil +US$ 240 mil +3.694 Nova
Arax Advisory Partners
134
Arax Advisory Partners
Colorado
US$ 206 mil +US$ 133 mil +2.051 +133%
Argos Wealth Advisors
135
Argos Wealth Advisors
California
US$ 203 mil – – –
Hantz Financial Services
136
Hantz Financial Services
Michigan
US$ 172 mil -US$ 22,4 mil -345 -10%
Allworth Financial
137
Allworth Financial
California
US$ 165 mil +US$ 8,37 mil +129 +5%
Eastern Bank
138
Eastern Bank
Massachusetts
US$ 140 mil +US$ 158 mil +2.437 Nova
Global Retirement Partners
139
Global Retirement Partners
California
US$ 130 mil +US$ 147 mil +2.259 Nova
Smartleaf Asset Management
140
Smartleaf Asset Management
Massachusetts
US$ 111 mil – – –
Clearstead Advisors
141
Clearstead Advisors
Ohio
US$ 95,2 mil +US$ 108 mil +1.658 Nova
TD Private Client Wealth
142
TD Private Client Wealth
New York
US$ 85,9 mil +US$ 8,89 mil +137 +10%
WealthCollab
143
WealthCollab
Washington
US$ 77 mil +US$ 3,7 mil +57 +4%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
US$ 75 mil -US$ 2,08 mil -32 -2%
Westside Investment Management
145
Westside Investment Management
California
US$ 58,8 mil – – –
HM Payson & Co
146
HM Payson & Co
Maine
US$ 58,3 mil +US$ 33 mil +508 +100%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
US$ 53,2 mil +US$ 31,8 mil +490 +112%
Bell Investment Advisors
148
Bell Investment Advisors
California
US$ 45,5 mil +US$ 7,66 mil +118 +17%
North Star Investment Management
149
North Star Investment Management
Illinois
US$ 38,2 mil +US$ 1,1 mil +17 +3%
Larson Financial Group
150
Larson Financial Group
Missouri
US$ 33,7 mil +US$ 15,3 mil +236 +67%
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