Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
WPG Advisers
2001
WPG Advisers
Maryland
US$ 51,8 mil -US$ 6,94 mil -24 -17%
Highline Wealth Partners
2002
Highline Wealth Partners
California
US$ 49,2 mil -US$ 3,47 mil -12 -10%
Advantage Trust Company
2003
Advantage Trust Company
Kansas
US$ 48,8 mil – – –
Loomis, Sayles & Company
2004
Loomis, Sayles & Company
Massachusetts
US$ 48,8 mil +US$ 32,7 mil +113 Nova
KAS
2005
Kemnay Advisory Services
New York
US$ 47,5 mil -US$ 2,02 mil -7 -6%
Evolution Wealth Management
2006
Evolution Wealth Management
Florida
US$ 47 mil +US$ 2,6 mil +9 +9%
VSM Wealth Advisory
2007
VSM Wealth Advisory
Maryland
US$ 46,6 mil – – –
Joseph Group Capital Management
2008
Joseph Group Capital Management
Ohio
US$ 45,3 mil +US$ 8,1 mil +28 +36%
Harbor Capital Advisors
2009
Harbor Capital Advisors
Illinois
US$ 45 mil -US$ 4,34 mil -15 -13%
Farmers & Merchants Trust Co of Chambersburg PA
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
US$ 44 mil – – –
New England Capital Financial Advisors
2011
New England Capital Financial Advisors
Connecticut
US$ 44 mil +US$ 2,89 mil +10 +11%
Spectrum Wealth Advisory Group
2012
Spectrum Wealth Advisory Group
California
US$ 43,6 mil +US$ 29,2 mil +101 Nova
MO
2013
McMillan Office
Michigan
US$ 43,1 mil – – –
CFP
2014
Comprehensive Financial Planning
Pennsylvania
US$ 43,1 mil +US$ 28,9 mil +100 Nova
Tradewinds Capital Management
2015
Tradewinds Capital Management
Washington
US$ 42,3 mil +US$ 19,7 mil +68 +227%
Atwood & Palmer
2016
Atwood & Palmer
Missouri
US$ 41,4 mil +US$ 24,9 mil +86 +860%
James T. Borello
2017
James T. Borello
Illinois
US$ 41,4 mil +US$ 868 +3 +3%
Marshall & Sterling Wealth Advisors
2018
Marshall & Sterling Wealth Advisors
New York
US$ 40,4 mil +US$ 289 +1 +1%
E Fund Management (HK)
2019
E Fund Management (HK)
Hong Kong
US$ 40,1 mil +US$ 19,4 mil +67 +258%
Vision Retirement
2020
Vision Retirement
New Jersey
US$ 39,5 mil +US$ 14,2 mil +49 +114%
American Capital Advisory
2021
American Capital Advisory
Idaho
US$ 39,3 mil -US$ 6,65 mil -23 -20%
CC
2022
Corsicana & Co
Texas
US$ 38,8 mil – – –
First Command Advisory Services
2023
First Command Advisory Services
Texas
US$ 38,8 mil – – –
Bare Financial Services
2024
Bare Financial Services
Pennsylvania
US$ 37,1 mil +US$ 5,21 mil +18 +26%
Washington Trust Advisors
2025
Washington Trust Advisors
Massachusetts
US$ 36,2 mil -US$ 6,65 mil -23 -21%