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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Kozak & Associates
1976
Kozak & Associates
Colorado
US$ 741 mil +US$ 56,4 mil +180 +10%
American Trust
1977
American Trust
Kentucky
US$ 740 mil +US$ 15,7 mil +50 +3%
Greenfield Savings Bank
1978
Greenfield Savings Bank
Massachusetts
US$ 740 mil – – –
Van Hulzen Asset Management
1979
Van Hulzen Asset Management
California
US$ 737 mil -US$ 7,83 mil -25 -1%
Creative Financial Designs
1980
Creative Financial Designs
Indiana
US$ 737 mil +US$ 127 mil +405 +26%
Strategic Wealth Partners
1981
Strategic Wealth Partners
Ohio
US$ 736 mil -US$ 22,5 mil -72 -4%
Elevated Capital Advisors
1982
Elevated Capital Advisors
Utah
US$ 735 mil -US$ 389 mil -1.244 -39%
Shum Financial Group
1983
Shum Financial Group
California
US$ 735 mil +US$ 1,56 mil +5 +0,3%
Charles Schwab Trust
1984
Charles Schwab Trust
Nevada
US$ 733 mil +US$ 117 mil +375 +24%
Verus Financial Partners
1985
Verus Financial Partners
Virginia
US$ 733 mil -US$ 42 mil -134 -6%
Allen Capital Group
1986
Allen Capital Group
Nebraska
US$ 732 mil +US$ 18,2 mil +58 +3%
Lumbard & Kellner
1987
Lumbard & Kellner
New Hampshire
US$ 732 mil -US$ 7,83 mil -25 -1%
TCFG Investment Advisors
1988
TCFG Investment Advisors
California
US$ 731 mil +US$ 50,1 mil +160 +9%
Marathon Capital Management
1989
Marathon Capital Management
Maryland
US$ 731 mil -US$ 28,2 mil -90 -4%
Red Door Wealth Management
1990
Red Door Wealth Management
Tennessee
US$ 730 mil -US$ 314 mil -1.004 -34%
Sienna Gestion
1991
Sienna Gestion
France
US$ 729 mil +US$ 604 mil +1.930 Nova
BlueStem Wealth Partners
1992
BlueStem Wealth Partners
Minnesota
US$ 728 mil +US$ 10,3 mil +33 +2%
CMAI
1993
Capital Management Associates Inc
Minnesota
US$ 728 mil -US$ 1,56 mil -5 -0,3%
Migdal Insurance & Financial Holdings
1994
Migdal Insurance & Financial Holdings
Israel
US$ 727 mil – – –
LWANC
1995
Laurel Wealth Advisors (North Carolina)
North Carolina
US$ 727 mil – – –
North Berkeley Wealth Management
1996
North Berkeley Wealth Management
California
US$ 727 mil -US$ 20,4 mil -65 -3%
Ballast Inc
1997
Ballast Inc
Kentucky
US$ 726 mil +US$ 348 mil +1.112 +134%
Invenio Wealth Partners
1998
Invenio Wealth Partners
Florida
US$ 725 mil -US$ 54,2 mil -173 -8%
Conscious Wealth Investments
1999
Conscious Wealth Investments
Florida
US$ 724 mil -US$ 3,44 mil -11 -0,5%
Seven Springs Wealth Group
2000
Seven Springs Wealth Group
Tennessee
US$ 724 mil – – –