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Nome Posição Valor negociado Ações
Variação
Variação na
participação
AA Financial Advisors
2001
AA Financial Advisors
Ohio
US$ 669 mil -US$ 345 mil -1.009 -35%
Compass Capital Management
2002
Compass Capital Management
Minnesota
US$ 668 mil -US$ 171 mil -500 -21%
Diversified Enterprises
2003
Diversified Enterprises
Delaware
US$ 667 mil +US$ 4,11 mil +12 +0,7%
AAA
2004
American Alpha Advisors
New York
US$ 666 mil +US$ 9,24 mil +27 +1%
WFI
2005
West Family Investments
California
US$ 664 mil +US$ 10,3 mil +30 +2%
Allegheny Financial Group
2006
Allegheny Financial Group
Pennsylvania
US$ 663 mil -US$ 1,71 mil -5 -0,3%
Optas LLC
2007
Optas LLC
Texas
US$ 658 mil -US$ 23,6 mil -69 -4%
Golden State Wealth Management
2008
Golden State Wealth Management
California
US$ 657 mil +US$ 2,05 mil +6 +0,3%
CWM
2009
Cornerstone Wealth Management
Missouri
US$ 657 mil -US$ 4,45 mil -13 -0,7%
Clear Creek Financial Management
2010
Clear Creek Financial Management
Washington
US$ 656 mil -US$ 25,7 mil -75 -4%
Sax Wealth Advisors
2011
Sax Wealth Advisors
New Jersey
US$ 655 mil +US$ 148 mil +431 +30%
Mattern Wealth Management
2012
Mattern Wealth Management
Kansas
US$ 655 mil -US$ 73,6 mil -215 -11%
Woodmont Investment Counsel
2013
Woodmont Investment Counsel
Tennessee
US$ 654 mil +US$ 1,71 mil +5 +0,3%
Lifeworks Advisors
2014
Lifeworks Advisors
Michigan
US$ 652 mil -US$ 195 mil -571 -24%
Benchmark Financial Wealth Advisors
2015
Benchmark Financial Wealth Advisors
Florida
US$ 652 mil -US$ 8,9 mil -26 -1%
Payden & Rygel
2016
Payden & Rygel
California
US$ 652 mil +US$ 616 mil +1.800 Nova
Knuff & Co
2017
Knuff & Co
California
US$ 652 mil – – –
PC
2018
Payne Capital
Oregon
US$ 652 mil – – –
Sovereign Financial Group
2019
Sovereign Financial Group
Connecticut
US$ 650 mil +US$ 5,82 mil +17 +1%
Gibraltar Capital Management
2020
Gibraltar Capital Management
Oklahoma
US$ 649 mil +US$ 342 +1 +0,1%
Verition Fund Management
2021
Verition Fund Management
Connecticut
US$ 648 mil -US$ 943 mil -2.755 -61%
Leonteq Securities AG
2022
Leonteq Securities AG
Switzerland
US$ 648 mil +US$ 107 mil +314 +21%
Iams Wealth Management
2023
Iams Wealth Management
Nebraska
US$ 648 mil +US$ 87,3 mil +255 +17%
Precedent Wealth Partners
2024
Precedent Wealth Partners
Texas
US$ 647 mil -US$ 2,18 mi -6.358 -78%
Code Waechter
2025
Code Waechter
Florida
US$ 647 mil -US$ 123 mil -360 -17%