Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Fukoku Mutual Life Insurance
2001
Fukoku Mutual Life Insurance
Japan
US$ 444 mil – – –
Mustard Seed Financial
2002
Mustard Seed Financial
Arkansas
US$ 444 mil -US$ 3,83 mil -42 -0,9%
VisionPoint Advisory Group
2003
VisionPoint Advisory Group
Texas
US$ 443 mil +US$ 59,9 mil +656 +16%
Salomon & Ludwin
2004
Salomon & Ludwin
Virginia
US$ 441 mil +US$ 43,6 mil +478 +11%
Integris Wealth Management
2005
Integris Wealth Management
California
US$ 441 mil +US$ 9,13 mil +100 +2%
Quartz Partners
2006
Quartz Partners
New York
US$ 440 mil +US$ 12,1 mil +133 +3%
Brave Asset Management
2007
Brave Asset Management
New Jersey
US$ 440 mil -US$ 33,8 mil -370 -7%
EWA LLC
2008
EWA LLC
Pennsylvania
US$ 440 mil +US$ 442 mil +4.847 Nova
Unified Investment Management
2009
Unified Investment Management
Georgia
US$ 439 mil +US$ 199 mil +2.180 +82%
Ipsen Advisor Group
2010
Ipsen Advisor Group
Arkansas
US$ 439 mil +US$ 13,8 mil +151 +3%
NBH Bank
2011
NBH Bank
Colorado
US$ 438 mil +US$ 441 mil +4.830 Nova
Pines Wealth Management
2012
Pines Wealth Management
North Carolina
US$ 438 mil +US$ 27 mil +296 +7%
Delta Investment Management
2013
Delta Investment Management
California
US$ 438 mil -US$ 90,8 mil -995 -17%
MCM
2014
Magnolia Capital Management
New York
US$ 438 mil – – –
Winthrop Partners - WNY
2015
Winthrop Partners - WNY
New York
US$ 437 mil -US$ 39,4 mil -432 -8%
Palisades Hudson Asset Management
2016
Palisades Hudson Asset Management
Florida
US$ 435 mil – – –
Gilliland Jeter Wealth Management
2017
Gilliland Jeter Wealth Management
Arkansas
US$ 434 mil -US$ 44,7 mil -490 -9%
EV
2018
EJMK Ventures
Illinois
US$ 434 mil -US$ 174 mil -1.911 -29%
BCU Wealth Advisors
2019
BCU Wealth Advisors
Illinois
US$ 433 mil +US$ 2,37 mil +26 +0,5%
ABN AMRO Bank
2020
ABN AMRO Bank
Netherlands
US$ 433 mil -US$ 255 mil -2.795 -37%
Compass Ion Advisors
2021
Compass Ion Advisors
Pennsylvania
US$ 433 mil -US$ 9,49 mil -104 -2%
Joel Isaacson & Co
2022
Joel Isaacson & Co
New York
US$ 433 mil -US$ 16,2 mil -177 -4%
Persistent Asset Partners
2023
Persistent Asset Partners
Hong Kong
US$ 433 mil -US$ 183 mil -2.009 -30%
W.H. Cornerstone Investments
2024
W.H. Cornerstone Investments
Massachusetts
US$ 431 mil -US$ 15,3 mil -168 -3%
Trilogy Capital
2025
Trilogy Capital
California
US$ 431 mil -US$ 45,8 mil -502 -10%