Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Keating Financial Advisory Services
1976
Keating Financial Advisory Services
Kansas
US$ 76,9 mil +US$ 10,6 mil +31 +17%
FA
1977
Fountainhead AM
New Jersey
US$ 74,4 mil +US$ 44,2 mil +129 +159%
NECFA
1978
New England Capital Financial Advisors
Connecticut
US$ 74,2 mil – – –
WA
1979
WPG Advisers
Maryland
US$ 71,6 mil +US$ 16,4 mil +48 +31%
AIM
1980
Axiom Investment Management
New York
US$ 70,8 mil -US$ 1,19 mi -3.480 -95%
B
1981
Birchbrook
Maine
US$ 70,8 mil – – –
CH
1982
Canton Hathaway
Rhode Island
US$ 70,8 mil – – –
Golden State Wealth Management
1983
Golden State Wealth Management
California
US$ 70,2 mil +US$ 2,74 mil +8 +4%
Buck Wealth Strategies
1984
Buck Wealth Strategies
Colorado
US$ 69,1 mil +US$ 66,8 mil +195 Nova
BCPWM
1985
Bradley & Co Private Wealth Management
Florida
US$ 68,7 mil – – –
Physician Wealth Advisors
1986
Physician Wealth Advisors
Utah
US$ 66,2 mil -US$ 1,37 mil -4 -2%
AW
1987
Ankerstar Wealth
Texas
US$ 66,2 mil – – –
New England Asset Management
1988
New England Asset Management
Connecticut
US$ 65,5 mil +US$ 63,4 mil +185 Nova
CTC
1989
Cetera Trust Company
Minnesota
US$ 65,2 mil – – –
MUMSS
1990
Mitsubishi UFJ Morgan Stanley Securities
Japan
US$ 64,8 mil -US$ 118 mil -345 -65%
MV Capital Management
1991
MV Capital Management
Maryland
US$ 62,3 mil -US$ 2,06 mil -6 -3%
CFG
1992
Chapman Financial Group
Hawaii
US$ 62,3 mil – – –
FMB
1993
Field & Main Bank
Kentucky
US$ 62 mil -US$ 1,71 mil -5 -3%
AA
1994
Addison Advisors
Vermont
US$ 61,6 mil -US$ 264 mil -771 -82%
EWM
1995
Evolution Wealth Management
Florida
US$ 60,6 mil -US$ 4,11 mil -12 -7%
Gleason Group
1996
Gleason Group
Kentucky
US$ 59,6 mil +US$ 343 +1 +0,6%
JNBA Financial Advisors
1997
JNBA Financial Advisors
Minnesota
US$ 59,5 mil +US$ 5,14 mil +15 +10%
NL
1998
NVWM LLC
Pennsylvania
US$ 58,4 mil +US$ 343 +1 +0,6%
NAMP
1999
NorthStar Asset Management (Pennsylvania)
Pennsylvania
US$ 58 mil +US$ 51,4 mil +150 Nova
APFP
2000
Action Point Financial Planning
Michigan
US$ 54,2 mil +US$ 54,5 mil +159 Nova