Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
KMWM
1976
Keudell/Morrison Wealth Management
Oregon
US$ 403 mil -US$ 4,74 mil -30 -1%
Traveka Wealth
1977
Traveka Wealth
California
US$ 402 mil +US$ 17,1 mil +108 +4%
Advisory Advocates
1978
Advisory Advocates
Michigan
US$ 401 mil -US$ 2,37 mil -15 -0,6%
Freestone Capital Holdings
1979
Freestone Capital Holdings
Washington
US$ 401 mil -US$ 56,6 mil -358 -12%
Mayport LLC
1980
Mayport LLC
Massachusetts
US$ 401 mil -US$ 24,2 mil -153 -5%
Family Capital Management
1981
Family Capital Management
Michigan
US$ 401 mil +US$ 49,8 mil +315 +14%
OneAscent Wealth Management
1982
OneAscent Wealth Management
Alabama
US$ 400 mil -US$ 15,7 mil -99 -4%
Bank of Hawaii
1983
Bank of Hawaii
Hawaii
US$ 399 mil -US$ 37 mil -234 -8%
BWM
1984
Bullock Wealth Management
Indiana
US$ 397 mil +US$ 791 +5 +0,2%
Stratos Investment Management
1985
Stratos Investment Management
Ohio
US$ 395 mil -US$ 74,9 mil -474 -15%
Polymer Capital Management
1986
Polymer Capital Management
New York
US$ 395 mil +US$ 69,3 mil +438 +20%
Simon Quick Advisors
1987
Simon Quick Advisors
New Jersey
US$ 394 mil +US$ 412 mil +2.603 Nova
Principal Street Partners
1988
Principal Street Partners
Tennessee
US$ 394 mil – – –
Valley National Advisers
1989
Valley National Advisers
Pennsylvania
US$ 393 mil -US$ 109 mil -691 -21%
EWA LLC
1990
EWA LLC
Pennsylvania
US$ 392 mil +US$ 59 mil +373 +17%
Horizon Bancorp
1991
Horizon Bancorp
Indiana
US$ 391 mil -US$ 12,5 mil -79 -3%
May Hill Capital
1992
May Hill Capital
Massachusetts
US$ 391 mil +US$ 8,54 mil +54 +2%
Barnes Dennig Private Wealth Management
1993
Barnes Dennig Private Wealth Management
Ohio
US$ 389 mil +US$ 7,12 mil +45 +2%
Fielder Capital Group
1994
Fielder Capital Group
Tennessee
US$ 389 mil +US$ 6,48 mil +41 +2%
GenTrust
1995
GenTrust
Florida
US$ 388 mil -US$ 616 mil -3.896 -60%
PAS
1996
PKS Advisory Services
New York
US$ 388 mil +US$ 405 mil +2.559 Nova
Arch Global Advisors
1997
Arch Global Advisors
New York
US$ 387 mil +US$ 25,9 mil +164 +7%
Hamilton Capital
1998
Hamilton Capital
Ohio
US$ 387 mil +US$ 19,3 mil +122 +5%
WNY Asset Management
1999
WNY Asset Management
New York
US$ 386 mil +US$ 7,12 mil +45 +2%
George Kaiser Family Foundation
2000
George Kaiser Family Foundation
Oklahoma
US$ 385 mil -US$ 137 mil -868 -25%