Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Jessup Wealth Management
1976
Jessup Wealth Management
Ohio
US$ 257 mil – – –
TMB Capital Partners
1977
TMB Capital Partners
Arkansas
US$ 257 mil +US$ 252 +2 +0,1%
Marietta Investment Partners
1978
Marietta Investment Partners
Wisconsin
US$ 256 mil – – –
Legacy Private Trust
1979
Legacy Private Trust
Wisconsin
US$ 256 mil – – –
Rockbridge Investment Management
1980
Rockbridge Investment Management
New York
US$ 256 mil +US$ 631 +5 +0,2%
Colonial River Investments
1981
Colonial River Investments
Virginia
US$ 256 mil +US$ 1,14 mil +9 +0,4%
Enclave Advisors
1982
Enclave Advisors
Texas
US$ 256 mil +US$ 505 +4 +0,2%
William John Sempolinski
1983
William John Sempolinski
Massachusetts
US$ 256 mil – – –
First Financial Bankshares
1984
First Financial Bankshares
Texas
US$ 255 mil -US$ 50,1 mil -397 -16%
Kohmann Bosshard Financial Services
1985
Kohmann Bosshard Financial Services
Ohio
US$ 255 mil – – –
Taylor Financial Group
1986
Taylor Financial Group
Virginia
US$ 254 mil – – –
Sentinel Trust
1987
Sentinel Trust
Texas
US$ 254 mil – – –
Meridian Wealth Partners
1988
Meridian Wealth Partners
Pennsylvania
US$ 254 mil +US$ 15 mil +119 +6%
Graver Capital Management
1989
Graver Capital Management
Ohio
US$ 253 mil – – –
Discipline Wealth Solutions
1990
Discipline Wealth Solutions
South Carolina
US$ 253 mil +US$ 4,54 mil +36 +2%
Physician Wealth Advisors
1991
Physician Wealth Advisors
Utah
US$ 253 mil +US$ 10,2 mil +81 +4%
Van Diest Capital
1992
Van Diest Capital
Iowa
US$ 252 mil -US$ 76,7 mil -608 -23%
Partners Wealth Management
1993
Partners Wealth Management
California
US$ 252 mil -US$ 12,9 mil -102 -5%
LaSalle St. Investment Advisors
1994
LaSalle St. Investment Advisors
Illinois
US$ 252 mil -US$ 13,1 mil -104 -5%
Jacobs Levy Equity Management
1995
Jacobs Levy Equity Management
New Jersey
US$ 251 mil +US$ 250 mil +1.985 Nova
Pinnacle Wealth Planning Services
1996
Pinnacle Wealth Planning Services
Ohio
US$ 251 mil +US$ 1,64 mil +13 +0,7%
BWM
1997
Blossom Wealth Management
California
US$ 251 mil -US$ 25,2 mil -200 -9%
Fragasso Financial Advisors
1998
Fragasso Financial Advisors
Pennsylvania
US$ 251 mil +US$ 10,3 mil +82 +4%
WealthTrust Asset Management
1999
WealthTrust Asset Management
Florida
US$ 251 mil +US$ 1,01 mil +8 +0,4%
Affinity Capital Advisors
2000
Affinity Capital Advisors
California
US$ 251 mil +US$ 251 mil +1.991 Nova