Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Total Wealth Planning & Management
2001
Total Wealth Planning & Management
Florida
US$ 519 mil +US$ 92,8 mil +496 +21%
Stonebridge Financial Group (Missouri)
2002
Stonebridge Financial Group (Missouri)
Missouri
US$ 518 mil +US$ 10,7 mil +57 +2%
360 Financial
2003
360 Financial
Minnesota
US$ 517 mil – – –
Roble Belko & Company
2004
Roble Belko & Company
Pennsylvania
US$ 517 mil – – –
Capital CS Group
2005
Capital CS Group
California
US$ 515 mil +US$ 521 mil +2.788 Nova
Money Concepts Capital
2006
Money Concepts Capital
Florida
US$ 515 mil +US$ 11 mil +59 +2%
KWMG
2007
King Wealth Management Group
Florida
US$ 515 mil -US$ 738 mil -3.945 -59%
CPA
2008
Capital Performance Advisors
California
US$ 513 mil +US$ 105 mil +562 +25%
Purus Wealth Management
2009
Purus Wealth Management
California
US$ 513 mil +US$ 43,8 mil +234 +9%
Wellspring Financial Advisors
2010
Wellspring Financial Advisors
Ohio
US$ 511 mil +US$ 517 mil +2.764 Nova
Relyea Zuckerberg Hanson
2011
Relyea Zuckerberg Hanson
Connecticut
US$ 510 mil -US$ 69,6 mil -372 -12%
WMA
2012
Wealth Management Associates
New Jersey
US$ 510 mil +US$ 140 mil +746 +37%
VarCov Co
2013
VarCov Co
Connecticut
US$ 509 mil +US$ 193 mil +1.033 +60%
Summit Wealth & Retirement Planning
2014
Summit Wealth & Retirement Planning
California
US$ 509 mil -US$ 15,9 mil -85 -3%
First Community Trust
2015
First Community Trust
Iowa
US$ 508 mil – – –
Tidemark
2016
Tidemark
California
US$ 508 mil +US$ 561 +3 +0,1%
Impact Capital Partners
2017
Impact Capital Partners
Colorado
US$ 508 mil +US$ 4,11 mil +22 +0,8%
Twin City Private Wealth
2018
Twin City Private Wealth
North Carolina
US$ 507 mil -US$ 485 mil -2.591 -49%
First Bancorp
2019
First Bancorp
Maine
US$ 507 mil +US$ 89,4 mil +478 +21%
Clear Creek Financial Management
2020
Clear Creek Financial Management
Washington
US$ 507 mil -US$ 44,3 mil -237 -8%
J.L. Bainbridge & Co
2021
J.L. Bainbridge & Co
Florida
US$ 506 mil -US$ 275 mil -1.471 -35%
Virtue Capital Management
2022
Virtue Capital Management
Tennessee
US$ 505 mil -US$ 116 mil -620 -18%
Insight Advisors
2023
Insight Advisors
Pennsylvania
US$ 503 mil -US$ 100 mil -537 -16%
Advocacy Wealth Management Services
2024
Advocacy Wealth Management Services
Georgia
US$ 503 mil +US$ 32,9 mil +176 +7%
Stratos Investment Management
2025
Stratos Investment Management
Ohio
US$ 503 mil +US$ 161 mil +863 +46%