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Nome Posição Valor negociado Ações
Variação
Variação na
participação
UP Strategic Wealth Investment Advisors
1976
UP Strategic Wealth Investment Advisors
Pennsylvania
US$ 396 mil – – –
JB Capital
1977
JB Capital
Connecticut
US$ 395 mil -US$ 9,5 mil -48 -2%
Coastwise Capital Group
1978
Coastwise Capital Group
California
US$ 395 mil +US$ 69,7 mil +352 +23%
Sharp Financial Services
1979
Sharp Financial Services
Pennsylvania
US$ 394 mil +US$ 3,56 mil +18 +1%
AGH Wealth Advisors
1980
AGH Wealth Advisors
Kansas
US$ 394 mil +US$ 29,7 mil +150 +9%
Acorn Creek Capital
1981
Acorn Creek Capital
Colorado
US$ 393 mil -US$ 5,54 mil -28 -1%
Novem Group
1982
Novem Group
New York
US$ 393 mil -US$ 73,1 mil -369 -16%
Palisades Hudson Asset Management
1983
Palisades Hudson Asset Management
Florida
US$ 392 mil – – –
Red Reef Advisors
1984
Red Reef Advisors
Florida
US$ 392 mil -US$ 59,4 mil -300 -14%
Osborne Partners Capital Management
1985
Osborne Partners Capital Management
California
US$ 392 mil – – –
Capital Square
1986
Capital Square
Tennessee
US$ 392 mil -US$ 44,4 mil -224 -11%
Discipline Wealth Solutions
1987
Discipline Wealth Solutions
South Carolina
US$ 392 mil – – –
Foguth Wealth Management
1988
Foguth Wealth Management
Michigan
US$ 391 mil +US$ 1,39 mil +7 +0,4%
Visionary Horizons
1989
Visionary Horizons
Tennessee
US$ 391 mil +US$ 370 mil +1.870 Nova
D'Orazio & Associates
1990
D'Orazio & Associates
Virginia
US$ 390 mil +US$ 8,32 mil +42 +2%
TWP
1991
Tyche Wealth Partners
Texas
US$ 390 mil +US$ 10,1 mil +51 +3%
ProVise Management Group
1992
ProVise Management Group
Florida
US$ 389 mil -US$ 34,5 mil -174 -9%
Tower Bridge Advisors
1993
Tower Bridge Advisors
Pennsylvania
US$ 389 mil +US$ 369 mil +1.861 Nova
Spirepoint Private Client
1994
Spirepoint Private Client
Florida
US$ 389 mil – – –
TopTier Wealth Management
1995
TopTier Wealth Management
Wisconsin
US$ 389 mil +US$ 990 +5 +0,3%
Gold Investment Management
1996
Gold Investment Management
Alberta, Canada
US$ 388 mil – – –
Wealthquest
1997
Wealthquest
Ohio
US$ 387 mil +US$ 95,4 mil +482 +35%
Maltin Wealth Management
1998
Maltin Wealth Management
New Jersey
US$ 387 mil +US$ 20,4 mil +103 +6%
Provenance Wealth Advisors
1999
Provenance Wealth Advisors
Florida
US$ 387 mil +US$ 278 mil +1.406 +317%
BKM Wealth Management
2000
BKM Wealth Management
Wisconsin
US$ 386 mil – – –