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Nome Posição Valor negociado Ações
Variação
Variação na
participação
FORM Wealth Advisors
2001
FORM Wealth Advisors
Wisconsin
US$ 771 mil -US$ 320 mil -1.117 -28%
Perfromance Wealth Partners
2002
Perfromance Wealth Partners
Illinois
US$ 770 mil -US$ 1,58 mi -5.507 -66%
Greenwich Wealth Management
2003
Greenwich Wealth Management
Connecticut
US$ 764 mil -US$ 20,4 mil -71 -2%
EM
2004
ELCO Management
New York
US$ 763 mil -US$ 10,6 mil -37 -1%
DWM
2005
Daner Wealth Management
Georgia
US$ 763 mil +US$ 287 +1 +0%
Blue Edge Capital
2006
Blue Edge Capital
Virginia
US$ 762 mil -US$ 18,1 mil -63 -2%
Atlas Legacy Advisors
2007
Atlas Legacy Advisors
California
US$ 761 mil +US$ 26,4 mil +92 +3%
Truvestments Capital
2008
Truvestments Capital
Florida
US$ 761 mil -US$ 28,7 mil -100 -3%
Graves Light Lenhart Wealth
2009
Graves Light Lenhart Wealth
Virginia
US$ 761 mil -US$ 13,2 mil -46 -2%
BTG Pactual Asset Management US
2010
BTG Pactual Asset Management US
New York
US$ 760 mil +US$ 806 mil +2.810 Nova
CRIG
2011
Charter Research & Investment Group
Connecticut
US$ 757 mil – – –
Laurel Oak Wealth Management
2012
Laurel Oak Wealth Management
New Jersey
US$ 756 mil -US$ 6,02 mil -21 -0,7%
Granite Bay Wealth Management
2013
Granite Bay Wealth Management
New Hampshire
US$ 756 mil +US$ 801 mil +2.794 Nova
Faithward Advisors
2014
Faithward Advisors
Pennsylvania
US$ 756 mil -US$ 49,3 mil -172 -6%
SWP
2015
Semus Wealth Partners
Florida
US$ 755 mil -US$ 16,3 mil -57 -2%
Cahaba Wealth Management
2016
Cahaba Wealth Management
Georgia
US$ 754 mil +US$ 4,01 mil +14 +0,5%
River Wealth Advisors
2017
River Wealth Advisors
Pennsylvania
US$ 753 mil +US$ 475 mil +1.656 +147%
WCM
2018
Winebrenner Capital Management
Kentucky
US$ 750 mil -US$ 3,44 mil -12 -0,4%
AIIMS
2019
Analyst IMS Investment Management Services
Israel
US$ 749 mil +US$ 115 mil +401 +17%
FCM
2020
Fire Capital Management
California
US$ 748 mil +US$ 24,7 mil +86 +3%
BCP
2021
Blackhawk Capital Partners
Wisconsin
US$ 747 mil -US$ 14,9 mil -52 -2%
WoodTrust Financial
2022
WoodTrust Financial
Wisconsin
US$ 747 mil +US$ 1,43 mil +5 +0,2%
FSM Wealth Advisors
2023
FSM Wealth Advisors
Ohio
US$ 746 mil +US$ 237 mil +828 +43%
Balboa Wealth Partners
2024
Balboa Wealth Partners
Arizona
US$ 744 mil -US$ 42,2 mil -147 -5%
Delta Global Management
2025
Delta Global Management
New York
US$ 744 mil -US$ 111 mil -388 -12%