Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
CVFG LLC
1976
CVFG LLC
Indiana
US$ 860 mil +US$ 162 mil +892 +18%
UWS
1977
Unique Wealth Strategies
Illinois
US$ 858 mil -US$ 123 mil -680 -10%
GWN Securities
1978
GWN Securities
Florida
US$ 856 mil +US$ 762 mil +4.203 +257%
RIA
1979
Richwood Investment Advisors
Ohio
US$ 851 mil – – –
Professional Advisory Services
1980
Professional Advisory Services
Florida
US$ 851 mil – – –
PGIM Custom Harvest
1981
PGIM Custom Harvest
New Jersey
US$ 850 mil +US$ 20,1 mil +111 +2%
BWG
1982
Beta Wealth Group
California
US$ 850 mil +US$ 72,7 mil +401 +7%
DSC
1983
Duncker Streett & Co
Missouri
US$ 850 mil -US$ 35,3 mil -195 -3%
Folger Nolan Fleming Douglas Capital Management
1984
Folger Nolan Fleming Douglas Capital Management
District of Columbia
US$ 849 mil -US$ 21,6 mil -119 -2%
Sovereign Financial Group
1985
Sovereign Financial Group
Connecticut
US$ 849 mil +US$ 144 mil +797 +16%
Regatta Capital Group
1986
Regatta Capital Group
California
US$ 848 mil -US$ 4,89 mil -27 -0,5%
CSPIA
1987
Cary Street Partners Investment Advisory
Virginia
US$ 848 mil +US$ 233 mil +1.283 +28%
Barton Investment Management
1988
Barton Investment Management
Pennsylvania
US$ 848 mil – – –
Round Rock Advisors
1989
Round Rock Advisors
Connecticut
US$ 847 mil – – –
Greatmark Investment Partners
1990
Greatmark Investment Partners
Georgia
US$ 846 mil – – –
SDWIA
1991
Schwarz Dygos Wheeler Investment Advisors
Minnesota
US$ 844 mil +US$ 2,72 mil +15 +0,3%
SMH
1992
Sanders Morris Harris
Texas
US$ 843 mil -US$ 4,33 mi -23.910 -81%
Anchor Capital Advisors
1993
Anchor Capital Advisors
Massachusetts
US$ 843 mil -US$ 38,8 mil -214 -4%
Certified Advisory Corp
1994
Certified Advisory Corp
Florida
US$ 842 mil +US$ 124 mil +682 +13%
WFI
1995
West Family Investments
California
US$ 841 mil +US$ 104 mil +576 +11%
EB
1996
Exchange Bank
California
US$ 840 mil – – –
Trust Company of the South
1997
Trust Company of the South
North Carolina
US$ 840 mil -US$ 86,8 mil -479 -8%
M
1998
MOTCO
Texas
US$ 840 mil +US$ 36,6 mil +202 +4%
OIS
1999
Okabena Investment Services
Minnesota
US$ 836 mil – – –
RS
2000
R Squared
Hong Kong
US$ 833 mil +US$ 539 mil +2.972 +110%