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NOW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Caldwell Trust
2001
Caldwell Trust
Florida
US$ 61 mil -US$ 116 mil -1.174 -66%
Atwood & Palmer
2002
Atwood & Palmer
Missouri
US$ 59,6 mil +US$ 9,9 mil +100 +20%
Wellington-Altus USA
2003
Wellington-Altus USA
Manitoba, Canada
US$ 59,1 mil -US$ 205 mil -2.067 -79%
NEWAS
2004
N.E.W. Advisory Services
Wisconsin
US$ 58,1 mil +US$ 26,7 mil +270 +86%
SJS Investment Consulting
2005
SJS Investment Consulting
Ohio
US$ 56 mil -US$ 60,5 mil -611 -52%
Fedenia Advisers
2006
Fedenia Advisers
Wisconsin
US$ 55,6 mil -US$ 300 mil -3.025 -84%
University of Texas/Texas AM Investment Management Co (UTIMCO)
2007
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
US$ 55,6 mil +US$ 11,5 mil +116 +26%
REAP Financial Group
2008
REAP Financial Group
Texas
US$ 55,5 mil +US$ 6,04 mil +61 +12%
Sankala Group
2009
Sankala Group
Colorado
US$ 55,1 mil -US$ 4,46 mil -45 -9%
Prosperity Bancshares
2010
Prosperity Bancshares
Texas
US$ 54,9 mil -US$ 45,4 mil -459 -45%
Duncker Streett & Co
2011
Duncker Streett & Co
Missouri
US$ 54,6 mil -US$ 253 mil -2.560 -82%
West Branch Capital
2012
West Branch Capital
Massachusetts
US$ 53,1 mil – – –
North Star Investment Management
2013
North Star Investment Management
Illinois
US$ 51,9 mil -US$ 58,7 mil -593 -53%
Deseret Mutual Benefit Administrators
2014
Deseret Mutual Benefit Administrators
Utah
US$ 51,2 mil +US$ 21,7 mil +219 +74%
Barrett & Company
2015
Barrett & Company
Rhode Island
US$ 50,6 mil +US$ 11,9 mil +120 +31%
JPL Wealth Management
2016
JPL Wealth Management
Colorado
US$ 50,4 mil -US$ 30,3 mil -306 -38%
Evolution Wealth Management
2017
Evolution Wealth Management
Florida
US$ 50,4 mil -US$ 5,15 mil -52 -9%
Peck Wealth Management
2018
Peck Wealth Management
New York
US$ 49,6 mil – – –
One River Asset Management
2019
One River Asset Management
Connecticut
US$ 48,8 mil -US$ 126 mil -1.270 -72%
Meramec Financial Planners
2020
Meramec Financial Planners
Missouri
US$ 48,6 mil – – –
Hickory Point Bank & Trust
2021
Hickory Point Bank & Trust
Illinois
US$ 48,2 mil +US$ 27,7 mil +280 +137%
Hilltop National Bank
2022
Hilltop National Bank
Wyoming
US$ 47,7 mil -US$ 19 mil -192 -29%
WPG Advisers
2023
WPG Advisers
Maryland
US$ 46,8 mil +US$ 3,76 mil +38 +9%
Broadwater Capital
2024
Broadwater Capital
Massachusetts
US$ 46,7 mil +US$ 46,5 mil +470 Nova
TFC Financial Management
2025
TFC Financial Management
Massachusetts
US$ 43,9 mil +US$ 2,28 mil +23 +5%
79 80
81
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