Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
BC
2001
Broadwater Capital
Massachusetts
US$ 208 mil – – –
Financial Engines Advisors
2002
Financial Engines Advisors
California
US$ 208 mil +US$ 203 mil +400 Nova
SS
2003
STG Securities
New York
US$ 208 mil +US$ 203 mil +400 Nova
CWA
2004
CM Wealth Advisors
Ohio
US$ 207 mil -US$ 76 mil -150 -27%
AI
2005
AXS Investments
New York
US$ 207 mil -US$ 26,8 mil -53 -12%
BGAI
2006
Bruce G. Allen Investments
Colorado
US$ 207 mil -US$ 13,2 mil -26 -6%
TI
2007
tru Independence
Oregon
US$ 206 mil +US$ 202 mil +398 Nova
MSWM
2008
Master's Wealth Management
Pennsylvania
US$ 206 mil +US$ 201 mil +397 Nova
PCS
2009
Private Client Services
Kentucky
US$ 206 mil +US$ 201 mil +397 Nova
EFL
2010
ERn Financial LLC
Wisconsin
US$ 206 mil +US$ 201 mil +396 Nova
OPA
2011
Old Port Advisors
Maine
US$ 206 mil +US$ 201 mil +396 Nova
AIS
2012
AM Investment Strategies
Tennessee
US$ 205 mil +US$ 200 mil +395 Nova
BBA
2013
Braun-Bostich & Associates
Pennsylvania
US$ 203 mil +US$ 199 mil +392 Nova
FFA
2014
Florida Financial Advisors
Florida
US$ 203 mil -US$ 31,4 mil -62 -14%
PCM
2015
Presidio Capital Management
California
US$ 203 mil +US$ 198 mil +390 Nova
PFW
2016
Petros Family Wealth
Minnesota
US$ 202 mil -US$ 10,1 mil -20 -5%
BWM
2017
BCS Wealth Management
Tennessee
US$ 202 mil +US$ 198 mil +390 Nova
WNY Asset Management
2018
WNY Asset Management
New York
US$ 202 mil +US$ 197 mil +388 Nova
TP
2019
Tranquility Partners
Tennessee
US$ 201 mil -US$ 48,1 mil -95 -20%
National Philanthropic Trust
2020
National Philanthropic Trust
Pennsylvania
US$ 201 mil +US$ 197 mil +388 Nova
Kelleher Financial Advisors
2021
Kelleher Financial Advisors
New York
US$ 200 mil +US$ 38,5 mil +76 +25%
Journey Advisory Group
2022
Journey Advisory Group
Kentucky
US$ 200 mil +US$ 196 mil +386 Nova
Phillips Financial Management
2023
Phillips Financial Management
Indiana
US$ 200 mil +US$ 196 mil +386 Nova
Swan Global Investments
2024
Swan Global Investments
Colorado
US$ 200 mil +US$ 196 mil +386 Nova
CWG
2025
Crown Wealth Group
North Carolina
US$ 200 mil +US$ 196 mil +386 Nova