Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
DeDora Capital
2001
DeDora Capital
California
US$ 279 mil – – –
Biltmore Family Office
2002
Biltmore Family Office
North Carolina
US$ 279 mil – – –
MBL Wealth
2003
MBL Wealth
North Carolina
US$ 278 mil +US$ 286 mil +1.286 Nova
Benchmark Financial Wealth Advisors
2004
Benchmark Financial Wealth Advisors
Florida
US$ 278 mil +US$ 8,9 mil +40 +3%
BFO
2005
Boston Family Office
Massachusetts
US$ 278 mil +US$ 286 mil +1.285 Nova
Financial Management Professionals
2006
Financial Management Professionals
Texas
US$ 277 mil +US$ 7,12 mil +32 +3%
Oakworth Capital
2007
Oakworth Capital
Alabama
US$ 276 mil – – –
Mindset Wealth Management
2008
Mindset Wealth Management
Indiana
US$ 276 mil – – –
M3 Advisory Group
2009
M3 Advisory Group
Massachusetts
US$ 276 mil +US$ 9,34 mil +42 +3%
55 North Private Wealth
2010
55 North Private Wealth
Florida
US$ 275 mil +US$ 283 mil +1.271 Nova
MIM
2011
Marco Investment Management
Georgia
US$ 274 mil -US$ 2,22 mil -10 -0,8%
SFE Investment Counsel
2012
SFE Investment Counsel
California
US$ 274 mil +US$ 3,34 mil +15 +1%
TrustBank
2013
TrustBank
Illinois
US$ 274 mil +US$ 6,23 mil +28 +2%
Moran Wealth Management
2014
Moran Wealth Management
Florida
US$ 274 mil +US$ 281 mil +1.265 Nova
City National Bank of Florida
2015
City National Bank of Florida
Florida
US$ 274 mil +US$ 281 mil +1.264 Nova
Garrison Point Advisors
2016
Garrison Point Advisors
California
US$ 273 mil +US$ 40 mil +180 +17%
Strategic Equity Management
2017
Strategic Equity Management
Arizona
US$ 272 mil -US$ 101 mil -454 -27%
VisionPoint Advisory Group
2018
VisionPoint Advisory Group
Texas
US$ 272 mil -US$ 11,3 mil -51 -4%
Opal Wealth Advisors
2019
Opal Wealth Advisors
New York
US$ 272 mil +US$ 445 +2 +0,2%
Leigh Baldwin & Co
2020
Leigh Baldwin & Co
New York
US$ 272 mil -US$ 3,34 mil -15 -1%
Kensington Investment Counsel
2021
Kensington Investment Counsel
California
US$ 272 mil – – –
Summit Wealth Partners
2022
Summit Wealth Partners
Florida
US$ 271 mil – – –
Telos Capital Management
2023
Telos Capital Management
California
US$ 271 mil -US$ 15,4 mil -69 -5%
Argent Advisors
2024
Argent Advisors
Louisiana
US$ 271 mil -US$ 8,01 mil -36 -3%
Stage Harbor Financial
2025
Stage Harbor Financial
Massachusetts
US$ 271 mil – – –