Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Kelman-Lazarov Inc
2001
Kelman-Lazarov Inc
Tennessee
US$ 211 mil +US$ 228 mil +220 Nova
Alvarez & Marsal Private Wealth Partners
2002
Alvarez & Marsal Private Wealth Partners
Florida
US$ 211 mil -US$ 188 mil -182 -45%
SAP
2003
Strategic Advisory Partners
North Carolina
US$ 211 mil -US$ 6,2 mil -6 -3%
CWMA
2004
Capstone Wealth Management (Alabama)
Alabama
US$ 211 mil +US$ 226 mil +219 Nova
TWA
2005
Talisman Wealth Advisors
New Jersey
US$ 210 mil +US$ 225 mil +218 Nova
Gibson Capital
2006
Gibson Capital
Pennsylvania
US$ 210 mil – – –
DKCM
2007
Davidson Kahn Capital Management
California
US$ 209 mil +US$ 1,03 mil +1 +0,5%
FCG
2008
Fielder Capital Group
Tennessee
US$ 209 mil -US$ 27,9 mil -27 -11%
VisionPoint Advisory Group
2009
VisionPoint Advisory Group
Texas
US$ 209 mil +US$ 224 mil +217 Nova
GPA
2010
Guerra Pan Advisors
New Jersey
US$ 209 mil – – –
EPW
2011
Endeavor Private Wealth
Kansas
US$ 208 mil -US$ 6,2 mil -6 -3%
Washington Trust Bank
2012
Washington Trust Bank
Washington
US$ 208 mil -US$ 12,4 mil -12 -5%
Forum Financial Management
2013
Forum Financial Management
Illinois
US$ 208 mil -US$ 9,31 mil -9 -4%
CD
2014
Chapin Davis
Maryland
US$ 208 mil +US$ 2,07 mil +2 +0,9%
Wescott Financial Advisory Group
2015
Wescott Financial Advisory Group
Pennsylvania
US$ 207 mil +US$ 5,17 mil +5 +2%
Commonwealth Financial Services
2016
Commonwealth Financial Services
West Virginia
US$ 207 mil +US$ 222 mil +215 Nova
DMBA
2017
Deseret Mutual Benefit Administrators
Utah
US$ 207 mil -US$ 31 mil -30 -12%
JF
2018
Joule Financial
Kentucky
US$ 205 mil +US$ 1,03 mil +1 +0,5%
EWM
2019
Elmwood Wealth Management
California
US$ 204 mil +US$ 219 mil +212 Nova
Lifeworks Advisors
2020
Lifeworks Advisors
Michigan
US$ 204 mil +US$ 219 mil +212 Nova
CG
2021
Clifford Group
Massachusetts
US$ 203 mil -US$ 3,1 mil -3 -1%
AHL
2022
Abel Hall LLC
Louisiana
US$ 202 mil +US$ 218 mil +211 Nova
GWM
2023
GSB Wealth Management
Connecticut
US$ 202 mil -US$ 5,17 mil -5 -2%
Readystate Asset Management
2024
Readystate Asset Management
Illinois
US$ 202 mil -US$ 2,32 mi -2.239 -91%
SIA
2025
Sovereign Investment Advisors
Arizona
US$ 202 mil – – –