Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Dutch Asset Corp
2001
Dutch Asset Corp
New York
US$ 360 mil -US$ 31,7 mil -1.213 -8%
Pitcairn Wealth Advisors
2002
Pitcairn Wealth Advisors
Pennsylvania
US$ 359 mil -US$ 122 mil -4.665 -24%
Acorn Wealth Advisors
2003
Acorn Wealth Advisors
Michigan
US$ 359 mil +US$ 83,9 mil +3.206 +27%
LAI
2004
Legal Advantage Investments
California
US$ 359 mil +US$ 10,5 mil +400 +3%
CFSG
2005
Community Financial Services Group
Vermont
US$ 359 mil -US$ 16 mil -611 -4%
Walker Asset Management
2006
Walker Asset Management
Missouri
US$ 358 mil +US$ 15,5 mil +591 +4%
Benchmark Financial Wealth Advisors
2007
Benchmark Financial Wealth Advisors
Florida
US$ 358 mil -US$ 60,1 mil -2.299 -13%
CWS Financial Advisors
2008
CWS Financial Advisors
Michigan
US$ 358 mil -US$ 27,2 mil -1.038 -7%
Creative Financial Designs
2009
Creative Financial Designs
Indiana
US$ 357 mil +US$ 8,74 mil +334 +2%
CCM
2010
Capstone Capital Management
US$ 357 mil -US$ 388 mil -14.829 -50%
Basecamp Wealth Advisors
2011
Basecamp Wealth Advisors
Washington
US$ 357 mil +US$ 26,4 mil +1.010 +7%
LC
2012
Lawood & Co
Pennsylvania
US$ 357 mil -US$ 19,2 mil -733 -5%
McElhenny Sheffield Capital Management
2013
McElhenny Sheffield Capital Management
Texas
US$ 357 mil +US$ 29 mil +1.108 +8%
Sax Wealth Advisors
2014
Sax Wealth Advisors
New Jersey
US$ 356 mil -US$ 196 mil -7.503 -37%
Tannin Capital
2015
Tannin Capital
North Carolina
US$ 356 mil -US$ 26,4 mil -1.011 -6%
Denver Wealth Management
2016
Denver Wealth Management
Colorado
US$ 355 mil +US$ 14,5 mil +555 +4%
Abner Herrman & Brock
2017
Abner Herrman & Brock
New Jersey
US$ 355 mil – – –
Forum Finance Group
2018
Forum Finance Group
US$ 355 mil +US$ 785 +30 +0,2%
Taylor Financial Group
2019
Taylor Financial Group
Virginia
US$ 355 mil – – –
Mission Creek Capital Partners
2020
Mission Creek Capital Partners
California
US$ 355 mil +US$ 176 mil +6.746 +44%
Western Financial Corp
2021
Western Financial Corp
California
US$ 353 mil +US$ 3,64 mil +139 +1%
North Dallas Bank & Trust
2022
North Dallas Bank & Trust
Texas
US$ 353 mil -US$ 15,7 mil -600 -4%
Zevin Asset Management
2023
Zevin Asset Management
Massachusetts
US$ 353 mil – – –
Cooper Financial Group
2024
Cooper Financial Group
California
US$ 352 mil +US$ 49,3 mil +1.883 +15%
CVA Family Office
2025
CVA Family Office
Colorado
US$ 352 mil -US$ 26,8 mil -1.024 -7%