Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Meitav Investment House
1976
Meitav Investment House
Israel
US$ 544 mil +US$ 551 mil +2.946 Nova
Lafayette Investments
1977
Lafayette Investments
Maryland
US$ 544 mil +US$ 9,35 mil +50 +2%
Rossby Financial
1978
Rossby Financial
Florida
US$ 539 mil -US$ 61,5 mil -329 -10%
Pine Haven Investment Counsel
1979
Pine Haven Investment Counsel
Massachusetts
US$ 539 mil +US$ 6,54 mil +35 +1%
Outlook Wealth Advisors
1980
Outlook Wealth Advisors
Texas
US$ 538 mil -US$ 34 mil -182 -6%
One Capital Management
1981
One Capital Management
California
US$ 537 mil – – –
Milestone Asset Management Group
1982
Milestone Asset Management Group
Connecticut
US$ 536 mil +US$ 542 mil +2.900 Nova
Affinity Investment Advisors
1983
Affinity Investment Advisors
California
US$ 535 mil -US$ 30,3 mil -162 -5%
HWMC
1984
Heritage Wealth Management (California)
California
US$ 533 mil -US$ 377 mil -2.016 -41%
BCM
1985
Bluefin Capital Management
New York
US$ 532 mil +US$ 539 mil +2.880 Nova
OneFund LLC
1986
OneFund LLC
Florida
US$ 532 mil -US$ 12,5 mil -67 -2%
NBH Bank
1987
NBH Bank
Colorado
US$ 532 mil +US$ 538 mil +2.877 Nova
BridgePort Financial Solutions
1988
BridgePort Financial Solutions
Iowa
US$ 531 mil -US$ 760 mil -4.062 -59%
Annex Advisory Services
1989
Annex Advisory Services
Wisconsin
US$ 530 mil -US$ 3,05 mi -16.316 -85%
Kingstone Capital Partners Texas
1990
Kingstone Capital Partners Texas
Texas
US$ 530 mil +US$ 2,43 mil +13 +0,5%
Balboa Wealth Partners
1991
Balboa Wealth Partners
Arizona
US$ 530 mil -US$ 112 mil -600 -17%
CIA
1992
Cape Investment Advisory
Georgia
US$ 530 mil -US$ 511 mil -2.732 -49%
Alerus Financial
1993
Alerus Financial
North Dakota
US$ 527 mil – – –
SlateStone Wealth
1994
SlateStone Wealth
Florida
US$ 526 mil -US$ 15,1 mil -81 -3%
Kera Capital Partners
1995
Kera Capital Partners
California
US$ 526 mil -US$ 201 mil -1.074 -27%
Net Worth Advisory Group
1996
Net Worth Advisory Group
Utah
US$ 524 mil -US$ 53,5 mil -286 -9%
Holderness Investments Company
1997
Holderness Investments Company
North Carolina
US$ 524 mil +US$ 11,2 mil +60 +2%
Advisornet Financial
1998
Advisornet Financial
Minnesota
US$ 523 mil -US$ 51,4 mil -275 -9%
Focused Alpha LLC
1999
Focused Alpha LLC
Colorado
US$ 522 mil +US$ 528 mil +2.825 Nova
Clare Market Investments
2000
Clare Market Investments
Texas
US$ 520 mil +US$ 527 mil +2.816 Nova