Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
American Capital Advisory
2001
American Capital Advisory
Idaho
US$ 74,7 mil +US$ 7,58 mil +50 +12%
Essential Partners
2002
Essential Partners
California
US$ 73,3 mil -US$ 74,6 mil -492 -52%
Albion Financial Group
2003
Albion Financial Group
Utah
US$ 72,9 mil – – –
Mitsubishi UFJ Morgan Stanley Securities
2004
Mitsubishi UFJ Morgan Stanley Securities
Japan
US$ 72,5 mil -US$ 129 mil -854 -66%
Optiver Holding
2005
Optiver Holding
Netherlands
US$ 72,2 mil +US$ 67,6 mil +446 Nova
True Wealth Design
2006
True Wealth Design
Ohio
US$ 72 mil -US$ 54,9 mil -362 -45%
Meramec Financial Planners
2007
Meramec Financial Planners
Missouri
US$ 71,3 mil – – –
McDonald Partners
2008
McDonald Partners
Ohio
US$ 71,2 mil +US$ 66,7 mil +440 Nova
Steigerwald Gordon & Koch
2009
Steigerwald Gordon & Koch
Virginia
US$ 70,9 mil – – –
Hartford Financial Management
2010
Hartford Financial Management
Connecticut
US$ 70,3 mil -US$ 606 -4 -0,9%
Glen Eagle Advisors
2011
Glen Eagle Advisors
New Jersey
US$ 69,9 mil -US$ 2,12 mil -14 -3%
Dunhill Financial
2012
Dunhill Financial
United Kingdom
US$ 69,7 mil +US$ 1,21 mil +8 +2%
Owl Creek Wealth Partners
2013
Owl Creek Wealth Partners
Colorado
US$ 69 mil +US$ 18 mil +119 +39%
Field & Main Bank
2014
Field & Main Bank
Kentucky
US$ 68,8 mil – – –
Delta Asset Management
2015
Delta Asset Management
Tennessee
US$ 67,4 mil – – –
Vermillion Wealth Management
2016
Vermillion Wealth Management
Minnesota
US$ 66,9 mil -US$ 48,5 mil -320 -44%
Bernard Wealth Management
2017
Bernard Wealth Management
Michigan
US$ 65,7 mil – – –
Fourth Dimension Wealth
2018
Fourth Dimension Wealth
Ohio
US$ 65,7 mil +US$ 3,18 mil +21 +5%
Cedar Mountain Advisors
2019
Cedar Mountain Advisors
Oregon
US$ 65,4 mil – – –
SC
2020
Steph & Co
Wisconsin
US$ 64,8 mil – – –
Vision Financial Markets
2021
Vision Financial Markets
Connecticut
US$ 64,4 mil – – –
Atlas Capital Advisors
2022
Atlas Capital Advisors
Wyoming
US$ 64,3 mil -US$ 591 mil -3.896 -91%
Anchor Bay Capital
2023
Anchor Bay Capital
California
US$ 63,7 mil +US$ 53,1 mil +350 Nova
Prosperity Bancshares
2024
Prosperity Bancshares
Texas
US$ 63,3 mil – – –
Carolina Wealth Advisors
2025
Carolina Wealth Advisors
South Carolina
US$ 62,8 mil – – –