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ícone de ASML

ASML
ASML

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cooper Financial Group
2001
Cooper Financial Group
California
US$ 316 mil +US$ 253 mil +159 Nova
CX Institutional
2002
CX Institutional
Indiana
US$ 316 mil -US$ 27,1 mil -17 -10%
Cheviot Value Management
2003
Cheviot Value Management
California
US$ 314 mil – – –
Kanawha Capital Management
2004
Kanawha Capital Management
Virginia
US$ 312 mil +US$ 6,37 mil +4 +3%
K.J. Harrison & Partners
2005
K.J. Harrison & Partners
Ontario, Canada
US$ 312 mil +US$ 250 mil +157 Nova
SGCM
2006
Sanchez Gaunt Capital Management
Nevada
US$ 312 mil +US$ 250 mil +157 Nova
MWC
2007
MBM Wealth Consultants
Missouri
US$ 310 mil +US$ 12,7 mil +8 +5%
FFG
2008
First Financial Group
North Carolina
US$ 308 mil – – –
Bryn Mawr Capital Management
2009
Bryn Mawr Capital Management
Pennsylvania
US$ 307 mil +US$ 245 mil +154 Nova
AP
2010
Arlington Partners
Alabama
US$ 306 mil – – –
CPWA
2011
Cerro Pacific Wealth Advisors
California
US$ 306 mil +US$ 245 mil +154 Nova
Fortis Capital Management
2012
Fortis Capital Management
Washington
US$ 305 mil -US$ 9,6 mil -6 -4%
HFP
2013
Holistic Financial Partners
Indiana
US$ 304 mil -US$ 4,78 mil -3 -2%
CWWM
2014
Clear Wave Wealth Management
New Jersey
US$ 304 mil -US$ 3,18 mil -2 -1%
WPA
2015
Wealth Preservation Advisors
Tennessee
US$ 302 mil +US$ 103 mil +65 +75%
PFG
2016
Prospect Financial Group
Virginia
US$ 302 mil +US$ 242 mil +152 Nova
V
2017
Viaable
Pennsylvania
US$ 302 mil +US$ 261 mil +164 Nova
Embree Financial Group
2018
Embree Financial Group
Illinois
US$ 300 mil +US$ 240 mil +151 Nova
IA
2019
Invested Advisors
Pennsylvania
US$ 298 mil -US$ 38,2 mil -24 -14%
Barton Investment Management
2020
Barton Investment Management
Pennsylvania
US$ 298 mil +US$ 239 mil +150 Nova
Howard Capital Management Group
2021
Howard Capital Management Group
California
US$ 298 mil +US$ 239 mil +150 Nova
Well Done LLC
2022
Well Done LLC
Michigan
US$ 298 mil +US$ 239 mil +150 Nova
PCM
2023
Prospera Capital Management
Arizona
US$ 297 mil – – –
Phillips Financial Management
2024
Phillips Financial Management
Indiana
US$ 296 mil -US$ 6,37 mil -4 -3%
CWMGO
2025
Capstone Wealth Management Group (Oregon)
Oregon
US$ 294 mil +US$ 236 mil +148 Nova
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