Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
MWM
2001
Mascoma Wealth Management
New Hampshire
US$ 34,3 mil -US$ 41,9 mil -188 -55%
Fortitude Family Office
2002
Fortitude Family Office
Arizona
US$ 34 mil -US$ 39,9 mil -179 -54%
Investment Counsel Company of Nevada
2003
Investment Counsel Company of Nevada
Nevada
US$ 34 mil +US$ 33,9 mil +152 Nova
TD Capital Management
2004
TD Capital Management
Tennessee
US$ 33,4 mil -US$ 44,4 mil -199 -57%
WPG Advisers
2005
WPG Advisers
Maryland
US$ 33,1 mil -US$ 38,4 mil -172 -54%
Ares Financial Consulting
2006
Ares Financial Consulting
California
US$ 33,1 mil -US$ 33,9 mil -152 -51%
AT
2007
Arlington Trust
Alabama
US$ 32,7 mil -US$ 10,3 mil -46 -24%
Cranbrook Wealth Management
2008
Cranbrook Wealth Management
Michigan
US$ 32,5 mil -US$ 32,4 mil -145 -50%
Atlantic Edge Private Wealth Management
2009
Atlantic Edge Private Wealth Management
Florida
US$ 32,2 mil -US$ 23,9 mil -107 -43%
Provenance Wealth Advisors
2010
Provenance Wealth Advisors
Florida
US$ 30,9 mil -US$ 30,1 mil -135 -49%
Access Investment Management
2011
Access Investment Management
Georgia
US$ 30,8 mil -US$ 46,4 mil -208 -60%
Sarver Vrooman Wealth Advisors
2012
Sarver Vrooman Wealth Advisors
Missouri
US$ 30,5 mil -US$ 30,8 mil -138 -50%
Entrust Financial
2013
Entrust Financial
Pennsylvania
US$ 30,5 mil -US$ 30,3 mil -136 -50%
Bell Investment Advisors
2014
Bell Investment Advisors
California
US$ 30,2 mil -US$ 32,6 mil -146 -52%
MASECO Private Wealth
2015
MASECO Private Wealth
US$ 30,2 mil -US$ 27 mil -121 -47%
Strategic Wealth Advisors
2016
Strategic Wealth Advisors
Arizona
US$ 29 mil +US$ 7,36 mil +33 +28%
Meeder Asset Management
2017
Meeder Asset Management
Ohio
US$ 28,9 mil -US$ 19 mil -85 -40%
Hollencrest Capital Management
2018
Hollencrest Capital Management
California
US$ 28,7 mil -US$ 39,3 mil -176 -58%
Cherry Tree Wealth Management
2019
Cherry Tree Wealth Management
Minnesota
US$ 28,2 mil -US$ 28,3 mil -127 -50%
Ulland Investment Advisors
2020
Ulland Investment Advisors
Minnesota
US$ 28 mil -US$ 28,3 mil -127 -50%
Hager Investment Management Services
2021
Hager Investment Management Services
New Hampshire
US$ 28 mil -US$ 27,9 mil -125 -50%
Evolution Wealth Management
2022
Evolution Wealth Management
Florida
US$ 27,7 mil -US$ 6,47 mil -29 -19%
James T. Borello
2023
James T. Borello
Illinois
US$ 27,5 mil -US$ 30,3 mil -136 -53%
Security National Bank of So Dak
2024
Security National Bank of So Dak
Iowa
US$ 27,4 mil -US$ 209 mil -938 -88%
First Pacific Financial
2025
First Pacific Financial
Washington
US$ 27 mil -US$ 27 mil -121 -50%