Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Port Capital
2001
Port Capital
Illinois
US$ 887 mil -US$ 5,29 mil -21 -0,7%
Bedel Financial Consulting
2002
Bedel Financial Consulting
Indiana
US$ 886 mil -US$ 7,31 mil -29 -0,9%
GFP
2003
Gainline Financial Partners
Colorado
US$ 886 mil +US$ 794 mil +3.151 Nova
First Western Trust Bank
2004
First Western Trust Bank
Colorado
US$ 886 mil -US$ 29 mil -115 -4%
Greenwood Gearhart
2005
Greenwood Gearhart
Arkansas
US$ 886 mil +US$ 94,7 mil +376 +14%
Stokes Family Office
2006
Stokes Family Office
Louisiana
US$ 885 mil -US$ 211 mil -836 -21%
CHJWM
2007
Carlton Hofferkamp & Jenks Wealth Management
Texas
US$ 885 mil +US$ 504 +2 +0%
Hemenway Trust Hemenway Trust
2008
Hemenway Trust Hemenway Trust
New Hampshire
US$ 885 mil -US$ 17,1 mil -68 -2%
Titleist Asset Management
2009
Titleist Asset Management
Texas
US$ 885 mil +US$ 101 mil +399 +15%
ACM
2010
Allred Capital Management
Texas
US$ 885 mil -US$ 1,01 mil -4 -0,1%
SN
2011
Sittner & Nelson
Oregon
US$ 885 mil +US$ 25,2 mil +100 +3%
CH
2012
Cromwell Holdings
Wyoming
US$ 882 mil +US$ 98,8 mil +392 +14%
Vanguard National Trust
2013
Vanguard National Trust
Pennsylvania
US$ 882 mil +US$ 208 mil +824 +36%
MV Capital Management
2014
MV Capital Management
Maryland
US$ 882 mil +US$ 4,03 mil +16 +0,5%
Country Trust Bank
2015
Country Trust Bank
Illinois
US$ 881 mil -US$ 14,6 mil -58 -2%
Nemes Rush Group
2016
Nemes Rush Group
Michigan
US$ 880 mil +US$ 5,29 mil +21 +0,7%
Advance Capital Management
2017
Advance Capital Management
Michigan
US$ 879 mil +US$ 118 mil +470 +18%
Center for Financial Planning
2018
Center for Financial Planning
Michigan
US$ 879 mil -US$ 5,8 mil -23 -0,7%
First Command Advisory Services
2019
First Command Advisory Services
Texas
US$ 878 mil -US$ 88,2 mil -350 -10%
LVZ Inc
2020
LVZ Inc
Michigan
US$ 877 mil +US$ 27 mil +107 +4%
Financial Management Network
2021
Financial Management Network
California
US$ 877 mil +US$ 307 mil +1.217 +42%
UB
2022
Umpqua Bank
Oregon
US$ 876 mil +US$ 9,07 mil +36 +1%
SYM Financial Corp
2023
SYM Financial Corp
Indiana
US$ 872 mil +US$ 21,4 mil +85 +3%
Keebeck Wealth Management
2024
Keebeck Wealth Management
Illinois
US$ 871 mil +US$ 93,2 mil +370 +14%
MHWM
2025
Montz Harcus Wealth Management
Louisiana
US$ 871 mil +US$ 12,8 mil +51 +2%