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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Tradition Wealth Management
2001
Tradition Wealth Management
Minnesota
US$ 724 mil -US$ 58,5 mil -60 -8%
Fortis Advisors
2002
Fortis Advisors
Pennsylvania
US$ 723 mil – – –
McCarter Private Wealth Services
2003
McCarter Private Wealth Services
Massachusetts
US$ 723 mil +US$ 210 mil +215 +43%
Teucrium Investment Advisors
2004
Teucrium Investment Advisors
Vermont
US$ 720 mil +US$ 694 mil +712 Nova
Strategic Blueprint
2005
Strategic Blueprint
Georgia
US$ 718 mil +US$ 130 mil +133 +23%
Tortoise Investment Management
2006
Tortoise Investment Management
New York
US$ 716 mil +US$ 6,82 mil +7 +1%
Johnson Financial Group LLC (Colorado)
2007
Johnson Financial Group LLC (Colorado)
Colorado
US$ 716 mil +US$ 171 mil +175 +33%
FSM Wealth Advisors
2008
FSM Wealth Advisors
Ohio
US$ 712 mil +US$ 61,4 mil +63 +10%
Five Oceans Advisors
2009
Five Oceans Advisors
California
US$ 712 mil +US$ 4,88 mil +5 +0,7%
LifeWealth Investments
2010
LifeWealth Investments
Florida
US$ 709 mil +US$ 11,7 mil +12 +2%
Oak Grove Capital
2011
Oak Grove Capital
New Hampshire
US$ 708 mil -US$ 2,92 mi -3.000 -81%
Rahlfs Capital
2012
Rahlfs Capital
Texas
US$ 708 mil – – –
Samara Investment Management
2013
Samara Investment Management
Oregon
US$ 705 mil +US$ 28,3 mil +29 +4%
EV
2014
EJMK Ventures
Illinois
US$ 704 mil -US$ 59,5 mil -61 -8%
High Point Wealth Management
2015
High Point Wealth Management
New Jersey
US$ 703 mil +US$ 21,4 mil +22 +3%
TKG Advisors
2016
TKG Advisors
Indiana
US$ 699 mil -US$ 126 mil -129 -16%
Fulcrum Equity Management
2017
Fulcrum Equity Management
Texas
US$ 699 mil -US$ 14,6 mil -15 -2%
Clifford Group
2018
Clifford Group
Massachusetts
US$ 699 mil – – –
Capital International Sarl
2019
Capital International Sarl
California
US$ 698 mil -US$ 19,8 mi -20.314 -97%
Krane Funds Advisors
2020
Krane Funds Advisors
New York
US$ 698 mil -US$ 160 mil -164 -19%
Deseret Mutual Benefit Administrators
2021
Deseret Mutual Benefit Administrators
Utah
US$ 697 mil -US$ 129 mil -132 -16%
Peak Financial Advisors
2022
Peak Financial Advisors
Colorado
US$ 696 mil -US$ 11,7 mil -12 -2%
Thurston Springer Miller Herd & Titak
2023
Thurston Springer Miller Herd & Titak
Indiana
US$ 695 mil +US$ 587 mil +602 +708%
MWS
2024
MFA Wealth Services
California
US$ 694 mil -US$ 48,7 mil -50 -7%
Tandem Wealth Advisors
2025
Tandem Wealth Advisors
Arizona
US$ 694 mil +US$ 35,1 mil +36 +6%