Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
CAC
2001
Core Alternative Capital
Georgia
US$ 53,1 mil – – –
First PREMIER Bank
2002
First PREMIER Bank
South Dakota
US$ 53 mil -US$ 3,77 mil -11 -7%
SWA
2003
Strategic Wealth Advisors
Arizona
US$ 53 mil – – –
GW&K Investment Management
2004
GW&K Investment Management
Massachusetts
US$ 53 mil +US$ 3,77 mil +11 +8%
EWP
2005
Elevation Wealth Partners
California
US$ 51,7 mil +US$ 36,3 mil +106 +265%
CMP
2006
Coston McIsaac & Partners
Maine
US$ 51 mil – – –
Optiver Holding
2007
Optiver Holding
Netherlands
US$ 49,6 mil -US$ 732 mil -2.136 -94%
Loomis, Sayles & Company
2008
Loomis, Sayles & Company
Massachusetts
US$ 48,9 mil +US$ 18,5 mil +54 +64%
BG
2009
Bollard Group
Massachusetts
US$ 48 mil +US$ 343 +1 +0,7%
Hughes Financial Services
2010
Hughes Financial Services
Virginia
US$ 47,8 mil +US$ 3,77 mil +11 +9%
DF
2011
DecisionPoint Financial
Arizona
US$ 47,7 mil +US$ 1,03 mil +3 +2%
IMA Advisory Services
2012
IMA Advisory Services
Colorado
US$ 47,5 mil +US$ 38 mil +111 +483%
Wealth Enhancement Trust Services
2013
Wealth Enhancement Trust Services
South Dakota
US$ 47,1 mil +US$ 16,4 mil +48 +56%
AIS
2014
Advocate Investing Services
Maryland
US$ 46,1 mil – – –
WAS
2015
Winch Advisory Services
Wisconsin
US$ 46 mil – – –
Financial Consulate
2016
Financial Consulate
Maryland
US$ 44,8 mil +US$ 343 +1 +0,8%
AFC
2017
Ares Financial Consulting
California
US$ 44,6 mil +US$ 2,06 mil +6 +5%
WA
2018
Westfuller Advisors
New York
US$ 43,2 mil – – –
OAJ
2019
Ogorek Anthony Joseph
New York
US$ 43 mil – – –
SA
2020
Seneschal Advisors
Washington
US$ 42,9 mil – – –
PFO
2021
Pioneer Family Office
Florida
US$ 42,5 mil – – –
SWP
2022
SIMA Wealth Partners
Virginia
US$ 42,5 mil – – –
Albion Financial Group
2023
Albion Financial Group
Utah
US$ 42,5 mil +US$ 35,6 mil +104 +650%
AIM
2024
Access Investment Management
Georgia
US$ 42,2 mil – – –
HAP
2025
Harbor Asset Planning
Massachusetts
US$ 42 mil – – –