Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
CWA
1976
Consilio Wealth Advisors
Washington
US$ 255 mil +US$ 209 mil +2.898 Nova
EARNEST Partners
1977
EARNEST Partners
Georgia
US$ 255 mil +US$ 208 mil +2.892 Nova
FFC
1978
Frederick Financial Consultants
Maryland
US$ 255 mil +US$ 208 mil +2.888 Nova
GenTrust
1979
GenTrust
Florida
US$ 253 mil -US$ 100 mil -1.394 -33%
AWAP
1980
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$ 251 mil +US$ 205 mil +2.844 Nova
Destination Wealth Management
1981
Destination Wealth Management
California
US$ 250 mil +US$ 204 mil +2.836 Nova
DAC
1982
Dutch Asset Corp
New York
US$ 250 mil +US$ 204 mil +2.830 Nova
Steel Grove Capital Advisors
1983
Steel Grove Capital Advisors
Tennessee
US$ 249 mil +US$ 204 mil +2.830 Nova
Key Financial Inc
1984
Key Financial Inc
Pennsylvania
US$ 249 mil – – –
Valmark Advisers
1985
Valmark Advisers
Ohio
US$ 248 mil +US$ 202 mil +2.808 Nova
ACM
1986
Avalon Capital Management
California
US$ 247 mil +US$ 202 mil +2.800 Nova
SAI
1987
Systematic Alpha Investments
New Jersey
US$ 247 mil +US$ 202 mil +2.800 Nova
CFS Investment Advisory Services
1988
CFS Investment Advisory Services
New Jersey
US$ 246 mil -US$ 12,1 mil -168 -5%
Arbor Investment Advisors
1989
Arbor Investment Advisors
North Carolina
US$ 246 mil +US$ 201 mil +2.786 Nova
Sovereign Financial Group
1990
Sovereign Financial Group
Connecticut
US$ 245 mil +US$ 201 mil +2.784 Nova
MHC
1991
May Hill Capital
Massachusetts
US$ 245 mil +US$ 200 mil +2.778 Nova
RFO
1992
RiverGlades Family Offices
Florida
US$ 244 mil +US$ 199 mil +2.764 Nova
FCB
1993
First County Bank
Connecticut
US$ 243 mil +US$ 199 mil +2.762 Nova
Focused Wealth Management
1994
Focused Wealth Management
New York
US$ 242 mil +US$ 24,8 mil +344 +14%
Patten & Patten
1995
Patten & Patten
Tennessee
US$ 242 mil +US$ 198 mil +2.744 Nova
Evergreen Wealth Solutions
1996
Evergreen Wealth Solutions
Pennsylvania
US$ 240 mil +US$ 209 mil +2.900 Nova
PA
1997
ProCore Advisors
California
US$ 240 mil +US$ 196 mil +2.720 Nova
NECFA
1998
New England Capital Financial Advisors
Connecticut
US$ 240 mil +US$ 47,7 mil +662 +32%
Plancorp LLC
1999
Plancorp LLC
Missouri
US$ 239 mil -US$ 39,2 mil -544 -15%
CC
2000
Cypress Capital
Tennessee
US$ 238 mil +US$ 194 mil +2.698 Nova