Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Proffitt & Goodson
2001
Proffitt & Goodson
Tennessee
US$ 831 mil -US$ 26,6 mil -147 -3%
IIM
2002
Ipswich Investment Management
Massachusetts
US$ 831 mil -US$ 83,4 mil -460 -8%
IFG Advisory
2003
IFG Advisory
Georgia
US$ 830 mil +US$ 1,03 mi +5.664 Nova
TIP
2004
Tandem Investment Partners
New Jersey
US$ 829 mil -US$ 12,7 mil -70 -1%
Congress Asset Management
2005
Congress Asset Management
Massachusetts
US$ 828 mil -US$ 152 mil -838 -13%
SCA
2006
Strathmore Capital Advisors
North Carolina
US$ 828 mil -US$ 21,4 mil -118 -2%
Voya Financial Advisors
2007
Voya Financial Advisors
Connecticut
US$ 820 mil -US$ 142 mil -783 -12%
TCWM
2008
Total Clarity Wealth Management
Illinois
US$ 820 mil +US$ 265 mil +1.464 +35%
TCTC Holdings
2009
TCTC Holdings
Texas
US$ 820 mil +US$ 101 mil +560 +11%
FWWM
2010
Fiscal Wisdom Wealth Management
Connecticut
US$ 818 mil +US$ 362 +2 +0%
Madison Wealth Partners
2011
Madison Wealth Partners
Wisconsin
US$ 818 mil +US$ 364 mil +2.010 +56%
WAM
2012
Walker Asset Management
Missouri
US$ 818 mil -US$ 1,99 mil -11 -0,2%
OWA
2013
Outlook Wealth Advisors
Texas
US$ 815 mil -US$ 17,2 mil -95 -2%
I2I
2014
Insight 2811 Inc
Illinois
US$ 814 mil +US$ 3,26 mil +18 +0,3%
Winthrop Advisory Group
2015
Winthrop Advisory Group
Massachusetts
US$ 813 mil +US$ 71,9 mil +397 +8%
QPW
2016
Quantum Private Wealth
Florida
US$ 813 mil -US$ 214 mil -1.181 -18%
One Wealth Advisors
2017
One Wealth Advisors
California
US$ 813 mil +US$ 86,6 mil +478 +9%
Quantum Financial Advisors
2018
Quantum Financial Advisors
California
US$ 812 mil -US$ 2,9 mil -16 -0,3%
RFA
2019
Register Financial Advisors
Georgia
US$ 812 mil +US$ 29 mil +160 +3%
ACA
2020
Arsenal Capital Advisors
Pennsylvania
US$ 811 mil -US$ 105 mil -578 -9%
TI
2021
TTP Investments
California
US$ 811 mil -US$ 196 mil -1.080 -16%
SeaCrest Wealth Management
2022
SeaCrest Wealth Management
New York
US$ 810 mil -US$ 475 mil -2.622 -32%
TruNorth Capital Management
2023
TruNorth Capital Management
Michigan
US$ 810 mil – – –
MidFirst Bank
2024
MidFirst Bank
Oklahoma
US$ 808 mil -US$ 26,1 mil -144 -3%
Hartford Funds Management
2025
Hartford Funds Management
Pennsylvania
US$ 808 mil +US$ 112 mil +620 +13%