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GE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Invenio Wealth Partners
2001
Invenio Wealth Partners
Florida
US$ 725 mil -US$ 54,2 mil -173 -8%
Conscious Wealth Investments
2002
Conscious Wealth Investments
Florida
US$ 724 mil -US$ 3,44 mil -11 -0,5%
Seven Springs Wealth Group
2003
Seven Springs Wealth Group
Tennessee
US$ 724 mil – – –
AGH Wealth Advisors
2004
AGH Wealth Advisors
Kansas
US$ 723 mil +US$ 25 mil +80 +4%
Cascades Capital Asset Management
2005
Cascades Capital Asset Management
North Carolina
US$ 722 mil +US$ 4,38 mil +14 +0,7%
Clearwater Capital Advisors
2006
Clearwater Capital Advisors
Illinois
US$ 720 mil +US$ 14,7 mil +47 +2%
Knightsbridge Asset Management
2007
Knightsbridge Asset Management
California
US$ 719 mil -US$ 275 mil -878 -31%
Roberts, Glore & Co
2008
Roberts, Glore & Co
Illinois
US$ 719 mil -US$ 939 -3 -0,2%
4J Wealth Management
2009
4J Wealth Management
Virginia
US$ 717 mil -US$ 15 mil -48 -2%
Mindset Wealth Management
2010
Mindset Wealth Management
Indiana
US$ 717 mil +US$ 34,4 mil +110 +6%
Dopkins Wealth Management
2011
Dopkins Wealth Management
New York
US$ 716 mil -US$ 204 mil -653 -25%
LifeWealth Investments
2012
LifeWealth Investments
Florida
US$ 715 mil +US$ 11,3 mil +36 +2%
Bridgefront Capital
2013
Bridgefront Capital
Texas
US$ 715 mil -US$ 1,1 mi -3.505 -65%
Prestige Wealth Management Group
2014
Prestige Wealth Management Group
New Jersey
US$ 714 mil +US$ 10 mil +32 +2%
Advisortrust Partners
2015
Advisortrust Partners
North Carolina
US$ 714 mil +US$ 34,8 mil +111 +6%
Chatterton & Associates
2016
Chatterton & Associates
California
US$ 713 mil -US$ 32,9 mil -105 -5%
MV Capital Management
2017
MV Capital Management
Maryland
US$ 710 mil +US$ 6,26 mil +20 +1%
Severin Investments
2018
Severin Investments
Missouri
US$ 709 mil -US$ 63,2 mil -202 -10%
Consultiva Wealth Management
2019
Consultiva Wealth Management
Puerto Rico
US$ 708 mil -US$ 1,88 mil -6 -0,3%
Means Investment Company
2020
Means Investment Company
Maine
US$ 705 mil -US$ 30,1 mil -96 -5%
SWG
2021
Summit Wealth Group
Vermont
US$ 704 mil – – –
ProVise Management Group
2022
ProVise Management Group
Florida
US$ 701 mil -US$ 9,08 mil -29 -2%
Resurgent Financial Advisors
2023
Resurgent Financial Advisors
Georgia
US$ 701 mil +US$ 587 mil +1.875 Nova
Quadcap Wealth Management
2024
Quadcap Wealth Management
Texas
US$ 700 mil +US$ 32,9 mil +105 +6%
McDonald Partners
2025
McDonald Partners
Ohio
US$ 699 mil -US$ 3,94 mi -12.569 -87%
79 80
81
82 83