Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Asset Dedication LLC
2001
Asset Dedication LLC
California
US$ 174 mil +US$ 12,7 mil +90 +8%
First Financial Corp
2002
First Financial Corp
Indiana
US$ 172 mil – – –
Security National Bank of So Dak
2003
Security National Bank of So Dak
Iowa
US$ 172 mil +US$ 169 mil +1.200 Nova
Roble Belko & Company
2004
Roble Belko & Company
Pennsylvania
US$ 169 mil +US$ 141 +1 +0,1%
Clean Yield Group
2005
Clean Yield Group
Vermont
US$ 168 mil +US$ 2,53 mil +18 +2%
JFS Wealth Advisors
2006
JFS Wealth Advisors
Pennsylvania
US$ 168 mil +US$ 2,53 mil +18 +2%
Hamrick Investment Counsel
2007
Hamrick Investment Counsel
Washington
US$ 167 mil – – –
Compagnie Lombard Odier SCmA
2008
Compagnie Lombard Odier SCmA
Switzerland
US$ 166 mil -US$ 191 mil -1.358 -54%
Pacific Center for Financial Services
2009
Pacific Center for Financial Services
California
US$ 166 mil – – –
First Community Trust
2010
First Community Trust
Iowa
US$ 165 mil – – –
Dynamic Wealth Strategies
2011
Dynamic Wealth Strategies
California
US$ 163 mil +US$ 7,46 mil +53 +5%
Kelleher Financial Advisors
2012
Kelleher Financial Advisors
New York
US$ 163 mil +US$ 21,1 mil +150 +15%
SIA
2013
Strategic Investment Advisors
Michigan
US$ 158 mil -US$ 19 mil -135 -11%
PP
2014
Pingora Partners
Wyoming
US$ 157 mil – – –
Quaker Wealth Management
2015
Quaker Wealth Management
New Jersey
US$ 152 mil +US$ 141 +1 +0,1%
Piscataqua Savings Bank
2016
Piscataqua Savings Bank
New Hampshire
US$ 151 mil -US$ 7,04 mil -50 -5%
Cohen & Steers
2017
Cohen & Steers
New York
US$ 150 mil – – –
Wilkerson Advisory Group
2018
Wilkerson Advisory Group
Missouri
US$ 149 mil -US$ 115 mil -817 -44%
Dorato Capital Management
2019
Dorato Capital Management
Colorado
US$ 149 mil – – –
Blume Capital Management
2020
Blume Capital Management
California
US$ 143 mil – – –
Burnham & Co
2021
Burnham & Co
Michigan
US$ 143 mil +US$ 141 mil +1.000 Nova
Pacifica Partners
2022
Pacifica Partners
Canada
US$ 141 mil – – –
GCM
2023
Gunpowder Capital Management
Maryland
US$ 136 mil – – –
Continuum Advisory
2024
Continuum Advisory
Idaho
US$ 132 mil +US$ 130 mil +921 Nova
Bellevue Asset Management
2025
Bellevue Asset Management
Washington
US$ 130 mil +US$ 985 +7 +0,8%