Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
CNBT
2001
Cornerstone National Bank & Trust
Illinois
US$ 580 mil – – –
Garde Capital
2002
Garde Capital
Washington
US$ 579 mil -US$ 4,14 mil -10 -0,6%
Headlands Technologies
2003
Headlands Technologies
Illinois
US$ 579 mil +US$ 652 mil +1.573 Nova
Edge Wealth Management
2004
Edge Wealth Management
New York
US$ 578 mil – – –
DF Dent & Co
2005
DF Dent & Co
Maryland
US$ 577 mil – – –
Paladin Advisory Group
2006
Paladin Advisory Group
Iowa
US$ 577 mil – – –
Wealth Dimensions Group
2007
Wealth Dimensions Group
Ohio
US$ 576 mil +US$ 15,3 mil +37 +2%
Stablepoint Partners
2008
Stablepoint Partners
Massachusetts
US$ 576 mil +US$ 10,4 mil +25 +2%
Bingham Private Wealth
2009
Bingham Private Wealth
California
US$ 575 mil +US$ 8,28 mil +20 +1%
Tempo Wealth
2010
Tempo Wealth
Ohio
US$ 575 mil -US$ 40,6 mil -98 -6%
Altiora Financial Group
2011
Altiora Financial Group
Ohio
US$ 575 mil – – –
Washington Trust Advisors
2012
Washington Trust Advisors
Massachusetts
US$ 574 mil +US$ 22,8 mil +55 +4%
Financial Designs
2013
Financial Designs
California
US$ 574 mil – – –
ASG
2014
Advisory Solutions Group
Minnesota
US$ 574 mil +US$ 645 mil +1.557 Nova
BIP Wealth
2015
BIP Wealth
Georgia
US$ 573 mil +US$ 2,07 mil +5 +0,3%
Blue Zone Wealth Advisors
2016
Blue Zone Wealth Advisors
California
US$ 572 mil +US$ 11,6 mil +28 +2%
HHM Wealth Advisors
2017
HHM Wealth Advisors
Tennessee
US$ 572 mil +US$ 4,97 mil +12 +0,8%
Caldwell Trust
2018
Caldwell Trust
Florida
US$ 571 mil -US$ 319 mil -771 -33%
Keynote Financial Services
2019
Keynote Financial Services
Connecticut
US$ 571 mil – – –
NCM
2020
NCM Capital Management
New Jersey
US$ 571 mil – – –
Asset One Wealth Management
2021
Asset One Wealth Management
Washington
US$ 570 mil -US$ 76,6 mil -185 -11%
Atlantic Family Wealth
2022
Atlantic Family Wealth
Florida
US$ 570 mil +US$ 30,2 mil +73 +5%
WealthPoint Financial
2023
WealthPoint Financial
North Carolina
US$ 570 mil +US$ 75 mil +181 +13%
PS
2024
Portfolio Strategies
New York
US$ 569 mil – – –
Parisi Gray Wealth Management
2025
Parisi Gray Wealth Management
New Jersey
US$ 567 mil – – –