Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
DRW Securities
2001
DRW Securities
Illinois
US$ 234 mil -US$ 298 mil -2.515 -53%
Vaquero Private Wealth
2002
Vaquero Private Wealth
Texas
US$ 234 mil +US$ 267 mil +2.254 Nova
Acadian Asset Management
2003
Acadian Asset Management
Massachusetts
US$ 234 mil -US$ 29,5 mi -249.064 -99%
Wilkinson Global Asset Management
2004
Wilkinson Global Asset Management
New York
US$ 234 mil – – –
Armstrong Advisory Group
2005
Armstrong Advisory Group
Massachusetts
US$ 233 mil – – –
Principal Street Partners
2006
Principal Street Partners
Tennessee
US$ 233 mil – – –
ARS Wealth Advisors Group
2007
ARS Wealth Advisors Group
Florida
US$ 232 mil -US$ 1,66 mil -14 -0,6%
FA
2008
FF Advisors
California
US$ 232 mil – – –
LA
2009
Latitude Advisors
Florida
US$ 231 mil -US$ 356 -3 -0,1%
LCNB Corp
2010
LCNB Corp
Ohio
US$ 231 mil +US$ 1,54 mil +13 +0,6%
TFS
2011
Thoroughbred Financial Services
Tennessee
US$ 230 mil +US$ 13 mil +110 +5%
Leelyn Smith
2012
Leelyn Smith
Illinois
US$ 230 mil +US$ 593 +5 +0,2%
Summit Wealth & Retirement Planning
2013
Summit Wealth & Retirement Planning
California
US$ 230 mil +US$ 15,5 mil +131 +6%
Prosperitas Financial
2014
Prosperitas Financial
California
US$ 230 mil +US$ 27,4 mil +231 +12%
SWG
2015
Summit Wealth Group
Vermont
US$ 230 mil – – –
WBH Advisory
2016
WBH Advisory
Maryland
US$ 229 mil -US$ 5,81 mil -49 -2%
IIA
2017
IPG Investment Advisors
California
US$ 229 mil -US$ 19,6 mil -165 -7%
Townsend Asset Management
2018
Townsend Asset Management
North Carolina
US$ 229 mil +US$ 18,4 mil +155 +8%
Summit Asset Management
2019
Summit Asset Management
Tennessee
US$ 229 mil +US$ 2,02 mil +17 +0,8%
Tripletail Wealth Management
2020
Tripletail Wealth Management
Florida
US$ 229 mil +US$ 11,9 mil +100 +5%
L.J. Altfest & Co
2021
L.J. Altfest & Co
New York
US$ 228 mil -US$ 356 -3 -0,1%
Baron Wealth Management
2022
Baron Wealth Management
Michigan
US$ 228 mil -US$ 51,2 mil -432 -16%
Centiva Capital
2023
Centiva Capital
New York
US$ 227 mil +US$ 254 mil +2.143 +5.495%
General Partner Inc
2024
General Partner Inc
Pennsylvania
US$ 227 mil – – –
Loudon Investment Management
2025
Loudon Investment Management
New Hampshire
US$ 227 mil – – –