Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
BWM
1976
BCS Wealth Management
Tennessee
US$ 795 mil +US$ 14,1 mil +49 +2%
ITIM
1977
Indiana Trust & Investment Management
Indiana
US$ 795 mil -US$ 51 mil -178 -6%
Financial Synergies Wealth Advisors
1978
Financial Synergies Wealth Advisors
Texas
US$ 794 mil -US$ 46,2 mil -161 -5%
Defiance ETFs
1979
Defiance ETFs
New York
US$ 792 mil +US$ 163 mil +568 +24%
WMA
1980
Wealth Management Associates
New Jersey
US$ 791 mil +US$ 287 +1 +0%
OWA
1981
Oak Wealth Advisors
Illinois
US$ 790 mil – – –
Quotient Wealth Partners
1982
Quotient Wealth Partners
Texas
US$ 789 mil -US$ 63,1 mil -220 -7%
TT
1983
TI-Trust
Illinois
US$ 788 mil – – –
Golden Reserve Retirement
1984
Golden Reserve Retirement
Ohio
US$ 788 mil +US$ 341 mil +1.189 +69%
Nemes Rush Group
1985
Nemes Rush Group
Michigan
US$ 787 mil -US$ 96,3 mil -336 -10%
Charles Schwab Trust
1986
Charles Schwab Trust
Nevada
US$ 787 mil -US$ 14,3 mil -50 -2%
BMC
1987
Benin Management Corp
Connecticut
US$ 785 mil – – –
BOK Financial Private Wealth
1988
BOK Financial Private Wealth
Colorado
US$ 784 mil -US$ 108 mil -377 -12%
VFM
1989
Vision Financial Markets
Connecticut
US$ 784 mil – – –
Advance Capital Management
1990
Advance Capital Management
Michigan
US$ 784 mil +US$ 16,9 mil +59 +2%
RBFC
1991
Roman Butler Fullerton & Co
Missouri
US$ 780 mil -US$ 34,7 mil -121 -4%
WIA
1992
Westbourne Investment Advisors
Maryland
US$ 779 mil – – –
JWWM
1993
Johnson & White Wealth Management
Pennsylvania
US$ 778 mil +US$ 56,5 mil +197 +7%
GPWM
1994
Grant Private Wealth Management
California
US$ 778 mil +US$ 142 mil +496 +21%
WCCM
1995
Willow Creek Capital Management
Montana
US$ 777 mil +US$ 824 mil +2.873 Nova
ZCP
1996
Z3 Capital Partners
Virginia
US$ 776 mil -US$ 7,17 mil -25 -0,9%
GHP Investment Advisors
1997
GHP Investment Advisors
Colorado
US$ 776 mil +US$ 573 +2 +0,1%
UAML
1998
US Asset Management LLC
Pennsylvania
US$ 775 mil – – –
SI
1999
Severin Investments
Missouri
US$ 774 mil +US$ 117 mil +409 +17%
Proficio Capital Partners
2000
Proficio Capital Partners
Massachusetts
US$ 772 mil +US$ 819 mil +2.855 Nova