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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Meramec Financial Planners
1951
Meramec Financial Planners
Missouri
US$ 47,7 mil – – –
Gould Capital
1952
Gould Capital
Washington
US$ 46,4 mil – – –
Oakmont Corp
1953
Oakmont Corp
California
US$ 46,4 mil – – –
Dunhill Financial
1954
Dunhill Financial
United Kingdom
US$ 46,4 mil +US$ 3,29 mil +5 +8%
Retirement Wealth Solutions
1955
Retirement Wealth Solutions
Wisconsin
US$ 46 mil -US$ 1,32 mil -2 -3%
TFC Financial Management
1956
TFC Financial Management
Massachusetts
US$ 44,9 mil +US$ 34,9 mil +53 +530%
Cornerstone Financial Management
1957
Cornerstone Financial Management
Massachusetts
US$ 44,9 mil +US$ 16,5 mil +25 +66%
Acumen Wealth Advisors
1958
Acumen Wealth Advisors
Tennessee
US$ 44,2 mil – – –
Robinswood Financial
1959
Robinswood Financial
Washington
US$ 44 mil – – –
Private Wealth Asset Management
1960
Private Wealth Asset Management
Iowa
US$ 43,5 mil – – –
Sittner & Nelson
1961
Sittner & Nelson
Oregon
US$ 43,5 mil +US$ 3,29 mil +5 +9%
Centennial Bank
1962
Centennial Bank
Arkansas
US$ 42,8 mil – – –
Beaird Harris Wealth Management
1963
Beaird Harris Wealth Management
Texas
US$ 42,1 mil – – –
Joseph Group Capital Management
1964
Joseph Group Capital Management
Ohio
US$ 41,4 mil +US$ 3,29 mil +5 +9%
AT
1965
Arlington Trust
Alabama
US$ 40,7 mil – – –
Holos Integrated Wealth
1966
Holos Integrated Wealth
Pennsylvania
US$ 40,3 mil – – –
Ares Financial Consulting
1967
Ares Financial Consulting
California
US$ 39,9 mil – – –
Duncker Streett & Co
1968
Duncker Streett & Co
Missouri
US$ 39,9 mil – – –
Birchwood Financial Partners
1969
Birchwood Financial Partners
Minnesota
US$ 39,5 mil – – –
KAS
1970
Kemnay Advisory Services
New York
US$ 39,2 mil +US$ 9,9 mil +15 +38%
SC
1971
Steph & Co
Wisconsin
US$ 38,5 mil -US$ 7,91 mil -12 -18%
James T. Borello
1972
James T. Borello
Illinois
US$ 38,5 mil +US$ 1,98 mil +3 +6%
CBIZ Investment Advisory Services
1973
CBIZ Investment Advisory Services
Ohio
US$ 38,2 mil – – –
Albion Financial Group
1974
Albion Financial Group
Utah
US$ 37,8 mil – – –
Activest Wealth Management
1975
Activest Wealth Management
Florida
US$ 37,8 mil -US$ 1,98 mil -3 -5%