Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
AK Global Asset Management
2001
AK Global Asset Management
California
US$ 20,9 mi -US$ 157 mil -550 -0,8%
Balboa Wealth Partners
2002
Balboa Wealth Partners
Arizona
US$ 20,8 mi +US$ 392 mil +1.371 +2%
Vienna Insurance Group
2003
Vienna Insurance Group
Poland
US$ 20,8 mi +US$ 4,86 mi +17.000 +31%
Quest Investment Management
2004
Quest Investment Management
Oregon
US$ 20,8 mi -US$ 20,8 mi -72.603 -50%
SHFA
2005
SS&H Financial Advisors
Michigan
US$ 20,8 mi +US$ 20,6 mi +71.901 Nova
Liberty Square Wealth Partners
2006
Liberty Square Wealth Partners
Pennsylvania
US$ 20,8 mi -US$ 176 mil -616 -0,8%
Walkner Condon Financial Advisors
2007
Walkner Condon Financial Advisors
Wisconsin
US$ 20,8 mi +US$ 2,37 mi +8.286 +13%
Empirical Asset Management
2008
Empirical Asset Management
Massachusetts
US$ 20,8 mi -US$ 1,38 mi -4.826 -6%
Accretive Wealth Partners
2009
Accretive Wealth Partners
New Jersey
US$ 20,8 mi +US$ 2,54 mi +8.867 +14%
Arista Wealth Management
2010
Arista Wealth Management
Nevada
US$ 20,7 mi -US$ 526 mil -1.838 -3%
Argos Wealth Advisors
2011
Argos Wealth Advisors
California
US$ 20,7 mi +US$ 209 mil +732 +1%
Aviso Financial
2012
Aviso Financial
Ontario, Canada
US$ 20,7 mi +US$ 870 mil +3.040 +4%
Revolve Wealth Partners
2013
Revolve Wealth Partners
New Jersey
US$ 20,7 mi +US$ 994 mil +3.474 +5%
Waddell & Associates
2014
Waddell & Associates
Tennessee
US$ 20,7 mi +US$ 1,68 mi +5.877 +9%
Bank of Nova Scotia Trust
2015
Bank of Nova Scotia Trust
Ontario, Canada
US$ 20,6 mi +US$ 127 mil +443 +0,6%
Ellevest Inc
2016
Ellevest Inc
New York
US$ 20,6 mi +US$ 1,74 mi +6.088 +9%
Gradient Capital Advisors
2017
Gradient Capital Advisors
California
US$ 20,6 mi -US$ 151 mil -529 -0,7%
Argonautica Private Wealth Management
2018
Argonautica Private Wealth Management
Massachusetts
US$ 20,5 mi -US$ 90,1 mil -315 -0,4%
SC
2019
Settian Capital
New York
US$ 20,5 mi – – –
Asset Dedication LLC
2020
Asset Dedication LLC
California
US$ 20,5 mi -US$ 338 mil -1.180 -2%
Crews Bank & Trust
2021
Crews Bank & Trust
Florida
US$ 20,4 mi -US$ 199 mil -697 -1%
Pasadena Private Wealth
2022
Pasadena Private Wealth
California
US$ 20,4 mi +US$ 64,9 mil +227 +0,3%
Parallax Volatility Advisers
2023
Parallax Volatility Advisers
California
US$ 20,3 mi -US$ 68,5 mi -239.310 -77%
MJP
2024
Michael J. Puzo
US$ 20,3 mi -US$ 758 mil -2.651 -4%
CFS Investment Advisory Services
2025
CFS Investment Advisory Services
New Jersey
US$ 20,3 mi -US$ 104 mil -365 -0,6%