Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
RDA Financial Network
2001
RDA Financial Network
Iowa
US$ 404 mil -US$ 127 mil -931 -21%
Successful Portfolios
2002
Successful Portfolios
Florida
US$ 403 mil – – –
Kure Advisory
2003
Kure Advisory
Minnesota
US$ 403 mil -US$ 7,09 mil -52 -1%
Ionic Capital Management
2004
Ionic Capital Management
New York
US$ 403 mil -US$ 68,2 mil -500 -13%
Amplius Wealth Advisors
2005
Amplius Wealth Advisors
Pennsylvania
US$ 402 mil +US$ 6,96 mil +51 +2%
NFP Retirement Inc
2006
NFP Retirement Inc
California
US$ 402 mil +US$ 57,2 mil +419 +14%
ProVise Management Group
2007
ProVise Management Group
Florida
US$ 401 mil – – –
First Heartland Consultants
2008
First Heartland Consultants
Missouri
US$ 401 mil +US$ 63,4 mil +465 +16%
APW
2009
Aurora Private Wealth
New Jersey
US$ 401 mil -US$ 579 mil -4.244 -55%
Wellington Shields Capital Management
2010
Wellington Shields Capital Management
New York
US$ 401 mil -US$ 466 mil -3.414 -50%
Arbor Trust Wealth Advisors
2011
Arbor Trust Wealth Advisors
Michigan
US$ 400 mil -US$ 102 mil -750 -18%
Wick Capital Partners
2012
Wick Capital Partners
Pennsylvania
US$ 400 mil -US$ 128 mil -941 -22%
Affinity Capital Advisors
2013
Affinity Capital Advisors
California
US$ 400 mil -US$ 298 mil -2.188 -42%
First Manhattan
2014
First Manhattan
New York
US$ 399 mil -US$ 141 mil -1.030 -23%
Heritage Wealth Management (Ohio)
2015
Heritage Wealth Management (Ohio)
Ohio
US$ 399 mil -US$ 25,1 mil -184 -5%
Kimelman & Baird
2016
Kimelman & Baird
New York
US$ 398 mil +US$ 128 mil +939 +38%
Avalon Capital Management
2017
Avalon Capital Management
California
US$ 396 mil – – –
Variant Private Wealth
2018
Variant Private Wealth
Virginia
US$ 396 mil -US$ 1,09 mil -8 -0,2%
Limestone Investment Advisors
2019
Limestone Investment Advisors
New York
US$ 396 mil -US$ 187 mil -1.370 -29%
All Terrain Financial Advisors
2020
All Terrain Financial Advisors
Minnesota
US$ 393 mil +US$ 4,64 mil +34 +1%
Choate Investment Advisors
2021
Choate Investment Advisors
Massachusetts
US$ 393 mil +US$ 16,4 mil +120 +4%
Syverson Strege & Co
2022
Syverson Strege & Co
Iowa
US$ 392 mil +US$ 104 mil +759 +29%
Jag Capital Management
2023
Jag Capital Management
Missouri
US$ 392 mil – – –
3Chopt Investment Partners
2024
3Chopt Investment Partners
Virginia
US$ 392 mil +US$ 85,7 mil +628 +23%
Terril Brothers
2025
Terril Brothers
Missouri
US$ 392 mil – – –