Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Patriot Financial Group Insurance Agency
1976
Patriot Financial Group Insurance Agency
Massachusetts
US$ 901 mil -US$ 627 mil -6.201 -48%
Visionary Horizons
1977
Visionary Horizons
Tennessee
US$ 901 mil -US$ 9,3 mil -92 -1%
Stonebridge Financial Group (Pennsylvania)
1978
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
US$ 901 mil +US$ 49,1 mil +486 +8%
F/M Investments
1979
F/M Investments
District of Columbia
US$ 900 mil +US$ 652 mil +6.449 Nova
RS
1980
R Squared
Hong Kong
US$ 899 mil +US$ 651 mil +6.439 Nova
Successful Portfolios
1981
Successful Portfolios
Florida
US$ 899 mil -US$ 101 -1 -0%
TritonPoint Wealth
1982
TritonPoint Wealth
Maryland
US$ 898 mil +US$ 28,8 mil +285 +5%
KPP Advisory Services
1983
KPP Advisory Services
Kentucky
US$ 898 mil +US$ 15,9 mil +157 +3%
Wood Tarver Financial Group
1984
Wood Tarver Financial Group
Idaho
US$ 897 mil +US$ 136 mil +1.346 +26%
Osborne Partners Capital Management
1985
Osborne Partners Capital Management
California
US$ 897 mil +US$ 143 mil +1.410 +28%
Financiere des Professionnels
1986
Financiere des Professionnels
Quebec, Canada
US$ 896 mil +US$ 649 mil +6.420 Nova
Bellars Harris Wealth Management
1987
Bellars Harris Wealth Management
Virginia
US$ 896 mil +US$ 649 mil +6.415 Nova
Cranbrook Wealth Management
1988
Cranbrook Wealth Management
Michigan
US$ 895 mil -US$ 36,6 mil -362 -5%
SMART Wealth
1989
SMART Wealth
Nebraska
US$ 895 mil -US$ 50,6 mil -500 -7%
Rockland Trust
1990
Rockland Trust
Massachusetts
US$ 894 mil -US$ 29,3 mil -290 -4%
Founders Financial Securities
1991
Founders Financial Securities
Maryland
US$ 893 mil +US$ 12,5 mil +124 +2%
Thrive Wealth Management
1992
Thrive Wealth Management
Pennsylvania
US$ 892 mil -US$ 29,6 mil -293 -4%
Peterson Wealth Advisors
1993
Peterson Wealth Advisors
Utah
US$ 889 mil +US$ 13,6 mil +134 +2%
ODFS
1994
O'Donnell Financial Services
California
US$ 889 mil – – –
RB Capital Management
1995
RB Capital Management
Nevada
US$ 887 mil – – –
Granite Harbor Advisors
1996
Granite Harbor Advisors
Texas
US$ 887 mil -US$ 67,8 mil -670 -10%
MMA Asset Management
1997
MMA Asset Management
Pennsylvania
US$ 886 mil -US$ 349 mil -3.453 -35%
MOKAN Wealth Management
1998
MOKAN Wealth Management
Kansas
US$ 886 mil +US$ 642 mil +6.347 Nova
Community Bank
1999
Community Bank
New York
US$ 885 mil -US$ 5,06 mil -50 -0,8%
VSM Wealth Advisory
2000
VSM Wealth Advisory
Maryland
US$ 883 mil -US$ 42,1 mil -416 -6%