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icono de ACN

Accenture
ACN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Forza Wealth Management
2001
Forza Wealth Management
Florida
– -USD 727 k -3,665 Cerradas
SkyView Investment Advisors
2002
SkyView Investment Advisors
New Jersey
– -USD 719 k -3,621 Cerradas
Boston Common Asset Management
2003
Boston Common Asset Management
Massachusetts
– -USD 715 k -3,604 Cerradas
BAM Wealth Management
2004
BAM Wealth Management
Colorado
– -USD 708 k -3,570 Cerradas
Northeast Investment Management
2005
Northeast Investment Management
Massachusetts
– -USD 708 k -3,570 Cerradas
MN Wealth Advisors
2006
MN Wealth Advisors
Kansas
– -USD 707 k -3,564 Cerradas
Washington Capital Management
2007
Washington Capital Management
Washington
– -USD 687 k -3,465 Cerradas
LT
2008
Legacy Trust
Michigan
– -USD 682 k -3,438 Cerradas
Tevis Investment Management
2009
Tevis Investment Management
Texas
– -USD 646 k -3,258 Cerradas
Circle Wealth Management
2010
Circle Wealth Management
New Jersey
– -USD 611 k -3,080 Cerradas
Knollwood Investment Advisory
2011
Knollwood Investment Advisory
Maryland
– -USD 605 k -3,049 Cerradas
Three Seasons Wealth
2012
Three Seasons Wealth
Utah
– -USD 593 k -2,991 Cerradas
Stonebridge Financial Group (Pennsylvania)
2013
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -USD 573 k -2,891 Cerradas
Foundations Investment Advisors
2014
Foundations Investment Advisors
Arizona
– -USD 570 k -2,877 Cerradas
Virtue Asset Management
2015
Virtue Asset Management
Illinois
– -USD 568 k -2,865 Cerradas
Sepio Capital
2016
Sepio Capital
Utah
– -USD 565 k -2,847 Cerradas
Equitable Trust
2017
Equitable Trust
Tennessee
– -USD 564 k -2,846 Cerradas
Farringdon Capital
2018
Farringdon Capital
United Kingdom
– -USD 554 k -2,792 Cerradas
Baker Tilly Wealth Management
2019
Baker Tilly Wealth Management
Wisconsin
– -USD 531 k -2,677 Cerradas
Carmignac Gestion
2020
Carmignac Gestion
France
– -USD 528 k -2,665 Cerradas
Elevate Capital Advisors
2021
Elevate Capital Advisors
Colorado
– -USD 528 k -2,661 Cerradas
Journey Retirement Planning & Investment Management
2022
Journey Retirement Planning & Investment Management
Idaho
– -USD 515 k -2,598 Cerradas
Mirabella Financial Services
2023
Mirabella Financial Services
United Kingdom
– -USD 515 k -2,596 Cerradas
Three Bridge Wealth Advisors
2024
Three Bridge Wealth Advisors
California
– -USD 512 k -2,581 Cerradas
WrapManager Inc
2025
WrapManager Inc
California
– -USD 511 k -2,578 Cerradas
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