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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Napier Financial
1951
Napier Financial
Massachusetts
US$ 96,6 mil -US$ 868 -3 -1%
Toth Financial Advisory
1952
Toth Financial Advisory
Virginia
US$ 94,5 mil -US$ 868 -3 -1%
Alerus Financial
1953
Alerus Financial
North Dakota
US$ 94,5 mil – – –
Kilter Group
1954
Kilter Group
New York
US$ 94,5 mil +US$ 6,07 mil +21 +11%
Crewe Advisors
1955
Crewe Advisors
Utah
US$ 93,2 mil +US$ 62,5 mil +216 Nova
Westfuller Advisors
1956
Westfuller Advisors
New York
US$ 92,1 mil – – –
Valley National Advisers
1957
Valley National Advisers
Pennsylvania
US$ 91,9 mil +US$ 31,5 mil +109 +105%
Montag & Associates
1958
Montag & Associates
Georgia
US$ 91 mil – – –
Westside Investment Management
1959
Westside Investment Management
California
US$ 90,6 mil -US$ 28,9 mil -100 -32%
Anchor Investment Management
1960
Anchor Investment Management
South Carolina
US$ 87,7 mil +US$ 5,21 mil +18 +10%
Oakworth Capital
1961
Oakworth Capital
Alabama
US$ 87,6 mil – – –
Walsh & Associates
1962
Walsh & Associates
Florida
US$ 86,3 mil -US$ 28,9 mil -100 -33%
Ramirez Asset Management
1963
Ramirez Asset Management
New York
US$ 86,3 mil – – –
NEWAS
1964
N.E.W. Advisory Services
Wisconsin
US$ 85,7 mil +US$ 15 mil +52 +35%
Piscataqua Savings Bank
1965
Piscataqua Savings Bank
New Hampshire
US$ 85,4 mil – – –
Medallion Wealth Advisors
1966
Medallion Wealth Advisors
Connecticut
US$ 83,7 mil -US$ 33,3 mil -115 -37%
Uniplan Investment Counsel
1967
Uniplan Investment Counsel
Wisconsin
US$ 80,9 mil +US$ 54,1 mil +187 Nova
Beacon Investment Advisory Services
1968
Beacon Investment Advisory Services
New Jersey
US$ 80,7 mil +US$ 2,02 mil +7 +4%
First Financial Corp
1969
First Financial Corp
Indiana
US$ 80,7 mil – – –
CFG
1970
Chapman Financial Group
Hawaii
US$ 78,1 mil +US$ 24 mil +83 +85%
Elevation Wealth Partners
1971
Elevation Wealth Partners
California
US$ 77,7 mil +US$ 51,2 mil +177 +5.900%
Smithfield Trust
1972
Smithfield Trust
Pennsylvania
US$ 73 mil – – –
Thompson Investment Management
1973
Thompson Investment Management
Wisconsin
US$ 72,9 mil – – –
Plante Moran Financial Advisors
1974
Plante Moran Financial Advisors
Michigan
US$ 72,1 mil +US$ 19,7 mil +68 +69%
Gen-Wealth Partners
1975
Gen-Wealth Partners
Michigan
US$ 71,6 mil +US$ 6,36 mil +22 +15%