Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Walsh & Associates
1976
Walsh & Associates
Florida
US$ 30,1 mil -US$ 9,6 mil -50 -25%
Gould Capital
1977
Gould Capital
Washington
US$ 30,1 mil – – –
Thurston Springer Miller Herd & Titak
1978
Thurston Springer Miller Herd & Titak
Indiana
US$ 30 mil – – –
Summit Securities Group
1979
Summit Securities Group
New York
US$ 28,9 mil +US$ 7,84 mil +41 +40%
Prosperity Bancshares
1980
Prosperity Bancshares
Texas
US$ 28,5 mil -US$ 574 -3 -2%
Sittner & Nelson
1981
Sittner & Nelson
Oregon
US$ 28,1 mil – – –
RMG Wealth Management
1982
RMG Wealth Management
Wisconsin
US$ 28 mil -US$ 6,5 mil -34 -21%
Coston McIsaac & Partners
1983
Coston McIsaac & Partners
Maine
US$ 28 mil – – –
SOA Wealth Advisors
1984
SOA Wealth Advisors
New York
US$ 27,9 mil -US$ 28,9 mil -151 -52%
Private Wealth Asset Management
1985
Private Wealth Asset Management
Iowa
US$ 27,9 mil – – –
Wolff Wiese Magana
1986
Wolff Wiese Magana
California
US$ 27,7 mil – – –
Raffa Wealth Management
1987
Raffa Wealth Management
District of Columbia
US$ 27,7 mil +US$ 2,68 mil +14 +11%
Union Savings Bank
1988
Union Savings Bank
Connecticut
US$ 27,3 mil – – –
Purpose Unlimited Inc
1989
Purpose Unlimited Inc
US$ 27,1 mil – – –
Planning Strategies
1990
Planning Strategies
Pennsylvania
US$ 26,9 mil +US$ 25,6 mil +134 Nova
Founders Capital Management (Texas)
1991
Founders Capital Management (Texas)
Texas
US$ 26,5 mil – – –
Solstein Capital
1992
Solstein Capital
California
US$ 26,1 mil – – –
Roble Belko & Company
1993
Roble Belko & Company
Pennsylvania
US$ 26 mil – – –
Cornerstone Financial Management
1994
Cornerstone Financial Management
Massachusetts
US$ 25,1 mil +US$ 7,46 mil +39 +45%
CrossGen Wealth
1995
CrossGen Wealth
North Carolina
US$ 24,9 mil – – –
Olistico Wealth
1996
Olistico Wealth
Oklahoma
US$ 24,9 mil – – –
Moisand Fitzgerald Tamayo
1997
Moisand Fitzgerald Tamayo
Florida
US$ 24,5 mil – – –
Bravera Wealth
1998
Bravera Wealth
North Dakota
US$ 23,7 mil +US$ 22,6 mil +118 Nova
CBIZ Investment Advisory Services
1999
CBIZ Investment Advisory Services
Ohio
US$ 23,4 mil – – –
American Capital Advisory
2000
American Capital Advisory
Idaho
US$ 23,1 mil +US$ 3,06 mil +16 +16%