Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Independent Solutions Wealth Management
1976
Independent Solutions Wealth Management
New York
US$ 962 mil -US$ 188 mil -3.528 -17%
Deroy & Devereaux Private Investment Counsel
1977
Deroy & Devereaux Private Investment Counsel
Michigan
US$ 962 mil – – –
One Wealth Advisors
1978
One Wealth Advisors
California
US$ 961 mil – – –
First Command Advisory Services
1979
First Command Advisory Services
Texas
US$ 958 mil -US$ 35,5 mil -668 -4%
SN
1980
Sittner & Nelson
Oregon
US$ 958 mil +US$ 4,04 mil +76 +0,5%
TA
1981
TrueWealth Advisors
Alabama
US$ 956 mil +US$ 223 mil +4.202 +33%
SHFG
1982
S Harris Financial Group
Texas
US$ 954 mil +US$ 9,6 mil +180 +1%
ISWM
1983
Intesa Sanpaolo Wealth Management
US$ 953 mil +US$ 518 mil +9.748 +140%
Crawford Investment Counsel
1984
Crawford Investment Counsel
Georgia
US$ 953 mil +US$ 194 mil +3.649 +28%
Caliber Wealth Management (Kansas)
1985
Caliber Wealth Management (Kansas)
Kansas
US$ 952 mil +US$ 90,1 mil +1.694 +11%
BPW
1986
Bingham Private Wealth
California
US$ 951 mil +US$ 25,5 mil +480 +3%
Chicago Capital
1987
Chicago Capital
Illinois
US$ 950 mil -US$ 26,6 mil -500 -3%
Virtue Capital Management
1988
Virtue Capital Management
Tennessee
US$ 948 mil -US$ 16,4 mil -308 -2%
Summitry LLC
1989
Summitry LLC
California
US$ 947 mil +US$ 162 mil +3.041 +22%
Drucker Wealth 3.0
1990
Drucker Wealth 3.0
New Jersey
US$ 947 mil -US$ 1,38 mil -26 -0,2%
BFS
1991
Burkett Financial Services
South Carolina
US$ 946 mil -US$ 17,4 mil -327 -2%
RPGK
1992
Retirement Planning Group (Kansas)
Kansas
US$ 945 mil +US$ 64,1 mil +1.205 +8%
TGY2IT
1993
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
US$ 945 mil +US$ 756 mil +14.210 +599%
GAM
1994
Grandview Asset Management
Pennsylvania
US$ 944 mil -US$ 41,7 mil -784 -5%
CIA
1995
Cape Investment Advisory
Georgia
US$ 941 mil +US$ 7,29 mil +137 +0,8%
CRWM
1996
Castle Rock Wealth Management
California
US$ 940 mil +US$ 46,9 mil +881 +6%
STALEY CAPITAL ADVISERS
1997
STALEY CAPITAL ADVISERS
Pennsylvania
US$ 940 mil – – –
TP
1998
Tranquility Partners
Tennessee
US$ 938 mil -US$ 9,25 mil -174 -1%
Bedel Financial Consulting
1999
Bedel Financial Consulting
Indiana
US$ 938 mil +US$ 9,8 mil +184 +1%
TDB
2000
Thompson David Blair
US$ 935 mil -US$ 12,6 mil -236 -1%