Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Main Street Financial Solutions
1976
Main Street Financial Solutions
Pennsylvania
US$ 885 mil +US$ 206 mil +677 +50%
FCA
1977
FLC Capital Advisors
California
US$ 879 mil -US$ 48,6 mil -160 -7%
Visionary Wealth Advisors
1978
Visionary Wealth Advisors
Illinois
US$ 879 mil +US$ 105 mil +347 +21%
Guidance Point Advisors
1979
Guidance Point Advisors
Massachusetts
US$ 877 mil +US$ 607 +2 +0,1%
Hamilton Point Investment Advisors
1980
Hamilton Point Investment Advisors
North Carolina
US$ 876 mil – – –
Main Street Research
1981
Main Street Research
Connecticut
US$ 874 mil +US$ 8,5 mil +28 +1%
Stokes Capital Advisors
1982
Stokes Capital Advisors
South Carolina
US$ 874 mil +US$ 210 mil +693 +52%
City National Bank of Florida
1983
City National Bank of Florida
Florida
US$ 872 mil +US$ 611 mil +2.013 Nova
Alpha Wealth Funds
1984
Alpha Wealth Funds
Utah
US$ 872 mil +US$ 610 mil +2.010 Nova
CCM
1985
Capstone Capital Management
US$ 870 mil +US$ 609 mil +2.007 Nova
Prota Financial
1986
Prota Financial
Texas
US$ 869 mil -US$ 188 mil -619 -22%
Intelligence Driven Advisers
1987
Intelligence Driven Advisers
California
US$ 869 mil +US$ 64,1 mil +211 +12%
Ethos Financial Group
1988
Ethos Financial Group
Pennsylvania
US$ 869 mil +US$ 599 mil +1.973 +134%
Financial Management Professionals
1989
Financial Management Professionals
Texas
US$ 868 mil -US$ 191 mil -628 -24%
BCS Wealth Management
1990
BCS Wealth Management
Tennessee
US$ 868 mil -US$ 75,3 mil -248 -11%
Corient IA
1991
Corient IA
Florida
US$ 867 mil -US$ 228 mil -750 -27%
Deltec Asset Management
1992
Deltec Asset Management
New York
US$ 867 mil +US$ 607 mil +2.000 Nova
VisionPoint Advisory Group
1993
VisionPoint Advisory Group
Texas
US$ 864 mil +US$ 76,2 mil +251 +14%
Investment Management Corporation
1994
Investment Management Corporation
Virginia
US$ 862 mil -US$ 321 mil -1.057 -35%
Patron Partners
1995
Patron Partners
Texas
US$ 862 mil +US$ 99 mil +326 +20%
Pines Wealth Management
1996
Pines Wealth Management
North Carolina
US$ 861 mil -US$ 93,2 mil -307 -13%
Diametric Capital
1997
Diametric Capital
Massachusetts
US$ 861 mil +US$ 603 mil +1.987 Nova
ARS Wealth Advisors Group
1998
ARS Wealth Advisors Group
Florida
US$ 858 mil – – –
TMB Capital Partners
1999
TMB Capital Partners
Arkansas
US$ 857 mil -US$ 71,3 mil -235 -11%
OneAscent Investment Solutions
2000
OneAscent Investment Solutions
Alabama
US$ 856 mil -US$ 114 mil -376 -16%