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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Wedge Capital Management
1951
Wedge Capital Management
North Carolina
US$ 232 mil +US$ 228 mil +2.423 Nova
Live Oak Investment Partners
1952
Live Oak Investment Partners
Texas
US$ 232 mil – – –
CPA
1953
Capital Performance Advisors
California
US$ 232 mil -US$ 54,4 mil -578 -19%
Sapient Capital
1954
Sapient Capital
Indiana
US$ 232 mil -US$ 280 mil -2.978 -55%
Forbes Financial Planning
1955
Forbes Financial Planning
Rhode Island
US$ 230 mil – – –
Traveka Wealth
1956
Traveka Wealth
California
US$ 230 mil +US$ 6,5 mil +69 +3%
Innova Wealth Partners
1957
Innova Wealth Partners
Pennsylvania
US$ 229 mil -US$ 3,2 mil -34 -1%
AI
1958
Axecap Investments
Ohio
US$ 229 mil +US$ 1,04 mil +11 +0,5%
Colonial River Investments
1959
Colonial River Investments
Virginia
US$ 229 mil -US$ 1,98 mil -21 -0,9%
Greenfield Savings Bank
1960
Greenfield Savings Bank
Massachusetts
US$ 229 mil – – –
Partners in Financial Planning
1961
Partners in Financial Planning
Virginia
US$ 228 mil – – –
Pursuit Wealth Strategies
1962
Pursuit Wealth Strategies
North Carolina
US$ 228 mil -US$ 4,33 mil -46 -2%
MPS Loria Financial Planners
1963
MPS Loria Financial Planners
Illinois
US$ 227 mil – – –
Wealth Architects
1964
Wealth Architects
California
US$ 227 mil +US$ 2,35 mil +25 +1%
Steinberganna Wealth Management
1965
Steinberganna Wealth Management
New York
US$ 226 mil +US$ 1,88 mil +20 +0,9%
Manchester Capital Management
1966
Manchester Capital Management
Vermont
US$ 226 mil -US$ 188 -2 -0,1%
Financial Engines Advisors
1967
Financial Engines Advisors
California
US$ 226 mil +US$ 23,2 mil +246 +12%
WBWA
1968
William B. Walkup & Associates
South Carolina
US$ 226 mil – – –
Warren Street Wealth Advisors
1969
Warren Street Wealth Advisors
California
US$ 226 mil +US$ 5,27 mil +56 +2%
Essex Investment Management
1970
Essex Investment Management
Massachusetts
US$ 225 mil -US$ 1,32 mil -14 -0,6%
R.M. Davis Inc
1971
R.M. Davis Inc
Maine
US$ 224 mil -US$ 28,4 mil -302 -11%
Midland Wealth Advisors
1972
Midland Wealth Advisors
Illinois
US$ 223 mil -US$ 38,6 mil -410 -15%
CSA
1973
Cottage Street Advisors
Massachusetts
US$ 223 mil +US$ 753 +8 +0,3%
Sonata Capital Group
1974
Sonata Capital Group
Washington
US$ 223 mil – – –
Harbor Investment Advisory
1975
Harbor Investment Advisory
Maryland
US$ 222 mil – – –