Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Mairs & Power Inc
2001
Mairs & Power Inc
Minnesota
US$ 459 mil – – –
NAMP
2002
NorthStar Asset Management (Pennsylvania)
Pennsylvania
US$ 459 mil – – –
Hidden Cove Wealth Management
2003
Hidden Cove Wealth Management
Washington
US$ 458 mil +US$ 61 mil +352 +16%
Golden State Wealth Management
2004
Golden State Wealth Management
California
US$ 457 mil +US$ 2,26 mil +13 +0,5%
Eastern Bank
2005
Eastern Bank
Massachusetts
US$ 457 mil -US$ 173 mil -1.000 -28%
Laidlaw Wealth Management
2006
Laidlaw Wealth Management
New York
US$ 456 mil +US$ 106 mil +609 +32%
Pinnacle Bancorp
2007
Pinnacle Bancorp
Nebraska
US$ 456 mil – – –
Townsend Asset Management
2008
Townsend Asset Management
North Carolina
US$ 454 mil +US$ 27,9 mil +161 +7%
Citizens Business Bank
2009
Citizens Business Bank
California
US$ 453 mil -US$ 27,4 mil -158 -6%
NTV Asset Management
2010
NTV Asset Management
West Virginia
US$ 453 mil -US$ 7,28 mil -42 -2%
Human Investing
2011
Human Investing
Oregon
US$ 453 mil -US$ 14,2 mil -82 -3%
Forum Finance Group
2012
Forum Finance Group
US$ 453 mil – – –
Highlander Partners
2013
Highlander Partners
Texas
US$ 452 mil – – –
Griffith & Werner
2014
Griffith & Werner
Georgia
US$ 452 mil -US$ 77,4 mil -446 -15%
Strait & Sound Wealth Management
2015
Strait & Sound Wealth Management
California
US$ 452 mil +US$ 41,6 mil +240 +11%
BlackDiamond Wealth Management
2016
BlackDiamond Wealth Management
New York
US$ 452 mil -US$ 7,46 mil -43 -2%
Pine Harbor Wealth Management
2017
Pine Harbor Wealth Management
Maryland
US$ 450 mil +US$ 3,47 mil +20 +0,8%
Meadow Creek Wealth Advisors
2018
Meadow Creek Wealth Advisors
Georgia
US$ 450 mil -US$ 31,4 mil -181 -7%
Seelaus Asset Management
2019
Seelaus Asset Management
New Jersey
US$ 449 mil -US$ 467 mil -2.692 -52%
Mezzasalma Advisors
2020
Mezzasalma Advisors
New Jersey
US$ 448 mil +US$ 69,4 mil +400 +19%
Summit Asset Management
2021
Summit Asset Management
Tennessee
US$ 448 mil +US$ 14 mil +81 +3%
SYM Financial Corp
2022
SYM Financial Corp
Indiana
US$ 447 mil +US$ 63,8 mil +368 +17%
NFP Retirement Inc
2023
NFP Retirement Inc
California
US$ 445 mil +US$ 9,02 mil +52 +2%
Trust Company of Oklahoma
2024
Trust Company of Oklahoma
Oklahoma
US$ 445 mil +US$ 173 +1 +0%
Lazari Capital Management
2025
Lazari Capital Management
California
US$ 445 mil -US$ 8,84 mil -51 -2%