Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Kozak & Associates
2001
Kozak & Associates
Colorado
US$ 15,9 mil – – –
RMG Wealth Management
2002
RMG Wealth Management
Wisconsin
US$ 15,4 mil -US$ 7,44 mil -41 -35%
Centennial Bank
2003
Centennial Bank
Arkansas
US$ 15,2 mil – – –
MTM Investment Management
2004
MTM Investment Management
South Carolina
US$ 15,2 mil +US$ 3,63 mil +20 +33%
James T. Borello
2005
James T. Borello
Illinois
US$ 15 mil -US$ 17,6 mil -97 -55%
Buck Wealth Strategies
2006
Buck Wealth Strategies
Colorado
US$ 14,9 mil +US$ 14,2 mil +78 Nova
WealthCollab
2007
WealthCollab
Washington
US$ 14,9 mil – – –
BTC
2008
Bank & Trust Company
Illinois
US$ 14,9 mil – – –
Glen Eagle Advisors
2009
Glen Eagle Advisors
New Jersey
US$ 14,5 mil – – –
Darwin Wealth Management
2010
Darwin Wealth Management
Florida
US$ 14,3 mil – – –
Abound Financial
2011
Abound Financial
California
US$ 14,3 mil – – –
MidFirst Bank
2012
MidFirst Bank
Oklahoma
US$ 14,3 mil +US$ 3,45 mil +19 +34%
Smallwood Wealth Investment Management
2013
Smallwood Wealth Investment Management
New Jersey
US$ 14,1 mil – – –
Hanson & Doremus Investment Management
2014
Hanson & Doremus Investment Management
Vermont
US$ 14 mil +US$ 4,54 mil +25 +50%
Tripletail Wealth Management
2015
Tripletail Wealth Management
Florida
US$ 13,9 mil -US$ 13,6 mil -75 -52%
APW
2016
Allied Private Wealth
Florida
US$ 13,7 mil +US$ 13,1 mil +72 Nova
City State Bank
2017
City State Bank
Iowa
US$ 13,3 mil – – –
Valley National Advisers
2018
Valley National Advisers
Pennsylvania
US$ 13,1 mil -US$ 5,81 mil -32 -32%
Aspect Partners
2019
Aspect Partners
Virginia
US$ 12,2 mil – – –
MWM
2020
Mascoma Wealth Management
New Hampshire
US$ 12,2 mil +US$ 908 +5 +8%
Virginia Estate & Retirement Planning Advisors
2021
Virginia Estate & Retirement Planning Advisors
Virginia
US$ 12 mil – – –
3 Factor Indexing
2022
3 Factor Indexing
California
US$ 11,4 mil – – –
Beacon Financial Strategies
2023
Beacon Financial Strategies
North Carolina
US$ 11,4 mil – – –
Hara Capital
2024
Hara Capital
Washington
US$ 11,3 mil – – –
Lummis Asset Management
2025
Lummis Asset Management
Texas
US$ 11,2 mil – – –