Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
First PREMIER Bank
2001
First PREMIER Bank
South Dakota
US$ 185 mil -US$ 13,1 mil -33 -7%
Mowery & Schoenfeld Wealth Management
2002
Mowery & Schoenfeld Wealth Management
Illinois
US$ 184 mil – – –
CIA
2003
Cape Investment Advisory
Georgia
US$ 180 mil +US$ 180 mil +454 Nova
Hollencrest Capital Management
2004
Hollencrest Capital Management
California
US$ 176 mil -US$ 258 mil -651 -60%
TIAA Trust, National Association
2005
TIAA Trust, National Association
North Carolina
US$ 173 mil -US$ 31,7 mil -80 -16%
Heartland Advisors
2006
Heartland Advisors
Wisconsin
US$ 173 mil – – –
Owl Creek Wealth Partners
2007
Owl Creek Wealth Partners
Colorado
US$ 171 mil – – –
C.M. Bidwell & Associates
2008
C.M. Bidwell & Associates
Hawaii
US$ 168 mil -US$ 5,54 mil -14 -3%
Bay Harbor Wealth Management
2009
Bay Harbor Wealth Management
Maryland
US$ 168 mil +US$ 10,3 mil +26 +7%
NAMP
2010
NorthStar Asset Management (Pennsylvania)
Pennsylvania
US$ 167 mil +US$ 178 mil +450 Nova
Institute for Wealth Management
2011
Institute for Wealth Management
Colorado
US$ 167 mil +US$ 166 mil +419 Nova
Tripletail Wealth Management
2012
Tripletail Wealth Management
Florida
US$ 166 mil -US$ 7,12 mil -18 -4%
GFG Capital
2013
GFG Capital
Florida
US$ 160 mil +US$ 159 mil +402 Nova
GW&K Investment Management
2014
GW&K Investment Management
Massachusetts
US$ 156 mil -US$ 3,17 mil -8 -2%
JFS Wealth Advisors
2015
JFS Wealth Advisors
Pennsylvania
US$ 156 mil – – –
Bruce G. Allen Investments
2016
Bruce G. Allen Investments
Colorado
US$ 154 mil -US$ 28,5 mil -72 -16%
CVA Family Office
2017
CVA Family Office
Colorado
US$ 153 mil +US$ 7,12 mil +18 +5%
WPG Advisers
2018
WPG Advisers
Maryland
US$ 153 mil +US$ 21 mil +53 +16%
SouthState Corp
2019
SouthState Corp
Florida
US$ 153 mil -US$ 26,5 mil -67 -15%
PFS Partners
2020
PFS Partners
New Jersey
US$ 150 mil +US$ 396 +1 +0,3%
High Note Wealth
2021
High Note Wealth
Minnesota
US$ 149 mil -US$ 396 -1 -0,3%
Hazlett, Burt & Watson
2022
Hazlett, Burt & Watson
West Virginia
US$ 148 mil +US$ 396 +1 +0,3%
APFP
2023
Action Point Financial Planning
Michigan
US$ 142 mil +US$ 143 mil +361 Nova
Battery Global Advisors
2024
Battery Global Advisors
Massachusetts
US$ 142 mil – – –
Duncker Streett & Co
2025
Duncker Streett & Co
Missouri
US$ 141 mil – – –