Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
MMA Asset Management
2001
MMA Asset Management
Pennsylvania
US$ 886 mil -US$ 349 mil -3.453 -35%
MOKAN Wealth Management
2002
MOKAN Wealth Management
Kansas
US$ 886 mil +US$ 642 mil +6.347 Nova
Community Bank
2003
Community Bank
New York
US$ 885 mil -US$ 5,06 mil -50 -0,8%
VSM Wealth Advisory
2004
VSM Wealth Advisory
Maryland
US$ 883 mil -US$ 42,1 mil -416 -6%
LaSalle St. Investment Advisors
2005
LaSalle St. Investment Advisors
Illinois
US$ 882 mil -US$ 708 -7 -0,1%
Newman Dignan & Sheerar Inc
2006
Newman Dignan & Sheerar Inc
Rhode Island
US$ 881 mil -US$ 46,3 mil -458 -7%
Sage Rhino Capital
2007
Sage Rhino Capital
California
US$ 880 mil +US$ 33 mil +326 +5%
Elser Financial Planning
2008
Elser Financial Planning
Indiana
US$ 879 mil +US$ 8,39 mil +83 +1%
HHM Wealth Advisors
2009
HHM Wealth Advisors
Tennessee
US$ 878 mil -US$ 209 mil -2.071 -25%
Salomon & Ludwin
2010
Salomon & Ludwin
Virginia
US$ 876 mil -US$ 8,09 mil -80 -1%
Titleist Asset Management
2011
Titleist Asset Management
Texas
US$ 875 mil +US$ 66,2 mil +655 +12%
Cura Wealth Advisors
2012
Cura Wealth Advisors
Illinois
US$ 874 mil -US$ 113 mil -1.122 -15%
WMA
2013
Wealth Management Associates
New Jersey
US$ 873 mil +US$ 55,3 mil +547 +10%
Congress Park Capital
2014
Congress Park Capital
New York
US$ 873 mil -US$ 531 mil -5.250 -46%
Stokes Family Office
2015
Stokes Family Office
Louisiana
US$ 872 mil -US$ 242 mil -2.390 -28%
IWN
2016
Independent Wealth Network
Iowa
US$ 869 mil -US$ 68,5 mil -677 -10%
Atlanta Consulting Group Advisors
2017
Atlanta Consulting Group Advisors
Georgia
US$ 867 mil +US$ 4,65 mil +46 +0,7%
Flagship Wealth Advisors
2018
Flagship Wealth Advisors
Massachusetts
US$ 866 mil +US$ 617 mil +6.102 +6.102%
Secure Asset Management
2019
Secure Asset Management
Michigan
US$ 865 mil +US$ 43,5 mil +430 +7%
SkyOak Wealth
2020
SkyOak Wealth
Michigan
US$ 863 mil +US$ 157 mil +1.550 +33%
Altus Wealth Group
2021
Altus Wealth Group
Colorado
US$ 863 mil -US$ 40,9 mil -404 -6%
626 Financial
2022
626 Financial
Michigan
US$ 862 mil -US$ 54 mil -534 -8%
WBG
2023
Wharton Business Group
Pennsylvania
US$ 861 mil -US$ 54,1 mil -535 -8%
Ingalls & Snyder LLC
2024
Ingalls & Snyder LLC
New York
US$ 858 mil -US$ 147 mil -1.450 -19%
JMAC Enterprises
2025
JMAC Enterprises
Pennsylvania
US$ 858 mil – – –