Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Community Trust & Investment
1976
Community Trust & Investment
Kentucky
US$ 392 mil – – –
Circle Wealth Management
1977
Circle Wealth Management
New Jersey
US$ 391 mil +US$ 12,4 mil +23 +3%
Marotta Asset Management
1978
Marotta Asset Management
Virginia
US$ 391 mil – – –
Cypress Wealth Services
1979
Cypress Wealth Services
California
US$ 391 mil -US$ 44,9 mil -83 -10%
Grove Bank & Trust
1980
Grove Bank & Trust
Florida
US$ 390 mil -US$ 541 -1 -0,1%
GWM
1981
Gibbs Wealth Management
Georgia
US$ 389 mil -US$ 10,8 mil -20 -3%
Southern Michigan Bank & Trust
1982
Southern Michigan Bank & Trust
Michigan
US$ 388 mil -US$ 541 -1 -0,1%
True Wealth Design
1983
True Wealth Design
Ohio
US$ 387 mil +US$ 23,2 mil +43 +6%
Peachtree Investment Partners
1984
Peachtree Investment Partners
Florida
US$ 386 mil -US$ 82,7 mil -153 -17%
Lighthouse Investment Partners
1985
Lighthouse Investment Partners
Florida
US$ 386 mil -US$ 11,1 mi -20.608 -96%
Fidelity D&D Bancorp
1986
Fidelity D&D Bancorp
Pennsylvania
US$ 386 mil – – –
AssuredPartners Investment Advisors
1987
AssuredPartners Investment Advisors
Florida
US$ 386 mil – – –
Resurgent Financial Advisors
1988
Resurgent Financial Advisors
Georgia
US$ 385 mil +US$ 5,41 mil +10 +1%
Corrado Advisors
1989
Corrado Advisors
New Jersey
US$ 385 mil -US$ 54,1 mil -100 -12%
Waypoint Wealth Counsel
1990
Waypoint Wealth Counsel
Georgia
US$ 384 mil -US$ 166 mil -307 -29%
Journey Beyond Wealth
1991
Journey Beyond Wealth
Georgia
US$ 384 mil – – –
Resonant Capital Advisors
1992
Resonant Capital Advisors
Wisconsin
US$ 384 mil +US$ 19,5 mil +36 +5%
Fairvoy Private Wealth
1993
Fairvoy Private Wealth
Alabama
US$ 382 mil – – –
Everpar Advisors
1994
Everpar Advisors
Oklahoma
US$ 381 mil -US$ 28,7 mil -53 -7%
Aries Wealth Management
1995
Aries Wealth Management
Maine
US$ 381 mil – – –
RMR Wealth Builders
1996
RMR Wealth Builders
New Jersey
US$ 380 mil +US$ 97,3 mil +180 +32%
North Dallas Bank & Trust
1997
North Dallas Bank & Trust
Texas
US$ 380 mil – – –
West Branch Capital
1998
West Branch Capital
Massachusetts
US$ 379 mil -US$ 119 mil -221 -23%
Roof Eidam Maycock Peralta (REMP)
1999
Roof Eidam Maycock Peralta (REMP)
California
US$ 378 mil – – –
Mirador Capital Partners
2000
Mirador Capital Partners
California
US$ 378 mil +US$ 45,4 mil +84 +13%