Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Integris Wealth Management
1976
Integris Wealth Management
California
US$ 243 mil – – –
Spinnaker Trust
1977
Spinnaker Trust
Maine
US$ 242 mil +US$ 8,42 mil +71 +3%
Novak & Powell Financial Services
1978
Novak & Powell Financial Services
Florida
US$ 242 mil -US$ 8,53 mil -72 -3%
Bond & Devick Financial Network
1979
Bond & Devick Financial Network
Minnesota
US$ 242 mil – – –
Crew Capital Management
1980
Crew Capital Management
Ohio
US$ 242 mil – – –
Milestones Private Investment Advisors
1981
Milestones Private Investment Advisors
New York
US$ 241 mil – – –
Brown Miller Wealth Management
1982
Brown Miller Wealth Management
Virginia
US$ 241 mil +US$ 3,32 mil +28 +1%
Asset One Wealth Management
1983
Asset One Wealth Management
Washington
US$ 240 mil +US$ 15,6 mil +132 +7%
FP
1984
Fiduciary Planning
Florida
US$ 240 mil – – –
Kera Capital Partners
1985
Kera Capital Partners
California
US$ 239 mil -US$ 4,38 mil -37 -2%
Mindset Wealth Management
1986
Mindset Wealth Management
Indiana
US$ 239 mil +US$ 83 mil +700 +44%
First Dallas Securities
1987
First Dallas Securities
Texas
US$ 239 mil -US$ 5,93 mil -50 -2%
Parisi Gray Wealth Management
1988
Parisi Gray Wealth Management
New Jersey
US$ 239 mil +US$ 1,3 mil +11 +0,5%
Parr McKnight Wealth Management Group
1989
Parr McKnight Wealth Management Group
Minnesota
US$ 239 mil – – –
Edgemoor Investment Advisors
1990
Edgemoor Investment Advisors
Maryland
US$ 239 mil – – –
Cornell Pochily Investment Advisors
1991
Cornell Pochily Investment Advisors
New York
US$ 238 mil – – –
Granite Harbor Advisors
1992
Granite Harbor Advisors
Texas
US$ 237 mil +US$ 17,3 mil +146 +7%
Hidden Cove Wealth Management
1993
Hidden Cove Wealth Management
Washington
US$ 237 mil +US$ 23 mil +194 +9%
Juncture Wealth Strategies
1994
Juncture Wealth Strategies
Arizona
US$ 237 mil -US$ 44,9 mil -379 -14%
Breakwater Capital Group
1995
Breakwater Capital Group
New Jersey
US$ 237 mil +US$ 15,3 mil +129 +6%
Strategic Financial Services
1996
Strategic Financial Services
New York
US$ 236 mil – – –
GCA
1997
Gallagher Capital Advisors
Texas
US$ 235 mil -US$ 237 -2 -0,1%
Willow Creek Capital Management
1998
Willow Creek Capital Management
Montana
US$ 235 mil +US$ 268 mil +2.260 Nova
LifeGoal Wealth Advisors
1999
LifeGoal Wealth Advisors
New York
US$ 235 mil -US$ 28 mil -236 -9%
Legacy Capital Wealth Partners
2000
Legacy Capital Wealth Partners
Arkansas
US$ 235 mil +US$ 3,91 mil +33 +1%