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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Vermillion Wealth Management
2001
Vermillion Wealth Management
Minnesota
US$ 3,54 mi -US$ 407 mil -398 -12%
Mirabaud & Cie
2002
Mirabaud & Cie
Switzerland
US$ 3,54 mi -US$ 4,61 mi -4.513 -60%
BWM
2003
Bullock Wealth Management
Indiana
US$ 3,53 mi -US$ 148 mil -145 -5%
Capital Investment Counsel (Colorado)
2004
Capital Investment Counsel (Colorado)
Colorado
US$ 3,52 mi -US$ 4,09 mil -4 -0,1%
MRP Capital Investments
2005
MRP Capital Investments
Georgia
US$ 3,52 mi -US$ 46 mil -45 -2%
Kessler Investment Group
2006
Kessler Investment Group
Indiana
US$ 3,51 mi -US$ 18,4 mil -18 -0,6%
Exit Wealth Advisors
2007
Exit Wealth Advisors
Georgia
US$ 3,5 mi +US$ 2,99 mi +2.922 Nova
Paragon Private Wealth Management
2008
Paragon Private Wealth Management
Kentucky
US$ 3,5 mi -US$ 49 mil -48 -2%
NCM
2009
NCM Capital Management
New Jersey
US$ 3,49 mi -US$ 15,3 mil -15 -0,5%
Wealthedge Investment Advisors
2010
Wealthedge Investment Advisors
New York
US$ 3,49 mi -US$ 1,55 mi -1.521 -34%
Baltimore-Washington Financial Advisors
2011
Baltimore-Washington Financial Advisors
Maryland
US$ 3,49 mi +US$ 375 mil +367 +14%
Pathway Financial Advisers
2012
Pathway Financial Advisers
Indiana
US$ 3,47 mi +US$ 103 mil +101 +4%
Berkshire Bank
2013
Berkshire Bank
Massachusetts
US$ 3,46 mi -US$ 195 mil -191 -6%
Northstar Advisory Group
2014
Northstar Advisory Group
New Jersey
US$ 3,45 mi +US$ 2,25 mi +2.205 +328%
Patriot Financial Group Insurance Agency
2015
Patriot Financial Group Insurance Agency
Massachusetts
US$ 3,45 mi -US$ 664 mil -650 -18%
KPP Advisory Services
2016
KPP Advisory Services
Kentucky
US$ 3,44 mi -US$ 470 mil -460 -14%
Fairfield, Bush & Co
2017
Fairfield, Bush & Co
Connecticut
US$ 3,44 mi +US$ 32,7 mil +32 +1%
Douglas Lane & Associates
2018
Douglas Lane & Associates
New York
US$ 3,43 mi +US$ 213 mil +208 +8%
SWP Investment Management
2019
SWP Investment Management
Ohio
US$ 3,43 mi +US$ 102 mil +100 +4%
Lighthouse Investment Partners
2020
Lighthouse Investment Partners
Florida
US$ 3,43 mi +US$ 2,92 mi +2.857 Nova
Parcion Private Wealth
2021
Parcion Private Wealth
Washington
US$ 3,43 mi +US$ 106 mil +104 +4%
Cary Street Partners Investment Advisory
2022
Cary Street Partners Investment Advisory
Virginia
US$ 3,42 mi +US$ 54,2 mil +53 +2%
Cornerstone Advisory
2023
Cornerstone Advisory
Maryland
US$ 3,42 mi +US$ 129 mil +126 +5%
Essential Planning
2024
Essential Planning
New Hampshire
US$ 3,42 mi +US$ 11,2 mil +11 +0,4%
Southeast Asset Advisors
2025
Southeast Asset Advisors
Georgia
US$ 3,42 mi – – –