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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Capital Advantage
1976
Capital Advantage
California
US$ 290 mil -US$ 33,1 mil -1.333 -9%
Paragon Capital Management (Utah)
1977
Paragon Capital Management (Utah)
Utah
US$ 290 mil – – –
Boston Trust Walden
1978
Boston Trust Walden
Massachusetts
US$ 289 mil – – –
Coquina Private Wealth LLC
1979
Coquina Private Wealth LLC
Florida
US$ 288 mil +US$ 1,07 mil +43 +0,3%
Foguth Wealth Management
1980
Foguth Wealth Management
Michigan
US$ 288 mil -US$ 214 mil -8.639 -40%
RMR Wealth Builders
1981
RMR Wealth Builders
New Jersey
US$ 288 mil +US$ 68,3 mil +2.752 +25%
Kelly Financial Services
1982
Kelly Financial Services
Massachusetts
US$ 288 mil +US$ 10,4 mil +418 +3%
Torrey Growth & Income Advisors
1983
Torrey Growth & Income Advisors
California
US$ 286 mil -US$ 53,9 mil -2.173 -14%
FDx Advisors
1984
FDx Advisors
Illinois
US$ 285 mil -US$ 40 mil -1.611 -10%
Chatham Capital Group
1985
Chatham Capital Group
Georgia
US$ 285 mil -US$ 68,9 mil -2.777 -17%
Zhang Financial
1986
Zhang Financial
Michigan
US$ 284 mil -US$ 37,9 mil -1.529 -10%
LeClair Wealth Partners
1987
LeClair Wealth Partners
Ohio
US$ 284 mil +US$ 340 mil +13.711 Nova
Carter Financial Group
1988
Carter Financial Group
Illinois
US$ 282 mil +US$ 8,74 mil +352 +3%
Saxony Capital Management
1989
Saxony Capital Management
Missouri
US$ 282 mil – – –
Henderson Brothers Financial Partners
1990
Henderson Brothers Financial Partners
Pennsylvania
US$ 282 mil -US$ 350 mil -14.089 -51%
J.M. Arbour
1991
J.M. Arbour
Maine
US$ 282 mil +US$ 63,4 mil +2.555 +23%
M
1992
MOTCO
Texas
US$ 282 mil +US$ 1,86 mil +75 +0,6%
Disciplined Investors
1993
Disciplined Investors
Texas
US$ 282 mil -US$ 1,51 mil -61 -0,4%
Rodgers Brothers
1994
Rodgers Brothers
Pennsylvania
US$ 282 mil +US$ 3,33 mil +134 +1%
Aviso Wealth Management
1995
Aviso Wealth Management
Washington
US$ 281 mil -US$ 62,5 mil -2.519 -16%
Sweeney & Michel
1996
Sweeney & Michel
California
US$ 281 mil -US$ 19,7 mil -795 -6%
Greenwich Wealth Management
1997
Greenwich Wealth Management
Connecticut
US$ 281 mil +US$ 7,35 mil +296 +2%
LongView Wealth Management
1998
LongView Wealth Management
Georgia
US$ 281 mil -US$ 464 mil -18.680 -58%
EntryPoint Capital
1999
EntryPoint Capital
New York
US$ 281 mil -US$ 262 mil -10.564 -44%
IP
2000
Investment Partners
Ohio
US$ 280 mil +US$ 397 +16 +0,1%