Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
DV Trading
2001
DV Trading
Illinois
US$ 377 mil +US$ 161 mil +297 +67%
Alpha Zero
2002
Alpha Zero
Florida
US$ 377 mil +US$ 397 mil +734 Nova
BXM Wealth
2003
BXM Wealth
Colorado
US$ 376 mil +US$ 143 mil +265 +56%
Clearstead Trust
2004
Clearstead Trust
Maine
US$ 376 mil -US$ 4,32 mil -8 -1%
Fingerlakes Wealth Management
2005
Fingerlakes Wealth Management
New York
US$ 376 mil +US$ 2,7 mil +5 +0,7%
BBR Partners
2006
BBR Partners
New York
US$ 375 mil -US$ 541 -1 -0,1%
Cape Ann Savings Bank
2007
Cape Ann Savings Bank
Massachusetts
US$ 375 mil – – –
STAR Financial Bank
2008
STAR Financial Bank
Indiana
US$ 372 mil -US$ 9,7 mil -18 -2%
Chemistry Wealth Management
2009
Chemistry Wealth Management
New York
US$ 372 mil +US$ 1,08 mil +2 +0,3%
Northside Capital Management
2010
Northside Capital Management
Oregon
US$ 371 mil – – –
Moody National Bank Trust Division
2011
Moody National Bank Trust Division
Texas
US$ 370 mil -US$ 22,7 mil -42 -5%
Means Investment Company
2012
Means Investment Company
Maine
US$ 370 mil -US$ 236 mil -436 -38%
PCG
2013
PFC Capital Group
California
US$ 369 mil – – –
Perkins Coie Trust Company
2014
Perkins Coie Trust Company
Washington
US$ 369 mil -US$ 11,9 mil -22 -3%
S.R. Schill & Associates
2015
S.R. Schill & Associates
Washington
US$ 368 mil +US$ 8,65 mil +16 +2%
FAG
2016
Fortitude Advisory Group
Washington
US$ 368 mil -US$ 14,6 mil -27 -4%
Centurion Wealth Management
2017
Centurion Wealth Management
Virginia
US$ 368 mil -US$ 19,5 mil -36 -5%
Manske Wealth Management
2018
Manske Wealth Management
Texas
US$ 367 mil -US$ 29,7 mil -55 -7%
Gentry Private Wealth
2019
Gentry Private Wealth
Kansas
US$ 367 mil -US$ 16,8 mil -31 -4%
Waterloo Capital
2020
Waterloo Capital
Texas
US$ 366 mil -US$ 19,5 mil -36 -5%
Secure Asset Management
2021
Secure Asset Management
Michigan
US$ 366 mil +US$ 128 mil +237 +49%
Studio Investment Management
2022
Studio Investment Management
Illinois
US$ 366 mil -US$ 1,62 mil -3 -0,4%
CH
2023
Cromwell Holdings
Wyoming
US$ 365 mil – – –
Curated Wealth Partners
2024
Curated Wealth Partners
California
US$ 365 mil +US$ 48,1 mil +89 +14%
Chesapeake Asset Management
2025
Chesapeake Asset Management
New York
US$ 364 mil -US$ 166 mil -307 -30%