Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
OneAscent Family Office
2001
OneAscent Family Office
Alabama
US$ 1,72 mi +US$ 105 mil +265 +7%
Verition Fund Management
2002
Verition Fund Management
Connecticut
US$ 1,71 mi -US$ 5,88 mi -14.779 -78%
Ceera Investments
2003
Ceera Investments
Texas
US$ 1,71 mi -US$ 56,5 mil -142 -3%
Sunpointe
2004
Sunpointe
Missouri
US$ 1,71 mi +US$ 7,16 mil +18 +0,4%
ViaWealth
2005
ViaWealth
Kansas
US$ 1,71 mi +US$ 398 +1 +0%
Journey Advisory Group
2006
Journey Advisory Group
Kentucky
US$ 1,7 mi +US$ 91,9 mil +231 +6%
Pacific Excel Wealth Advisors
2007
Pacific Excel Wealth Advisors
California
US$ 1,7 mi +US$ 823 mil +2.069 +104%
Heritage Family Offices
2008
Heritage Family Offices
Arizona
US$ 1,7 mi +US$ 520 mil +1.308 +48%
JGP Wealth Management
2009
JGP Wealth Management
Oregon
US$ 1,7 mi +US$ 6,36 mil +16 +0,4%
Acropolis Investment Management
2010
Acropolis Investment Management
Missouri
US$ 1,7 mi -US$ 7,95 mil -20 -0,5%
Advocate Group
2011
Advocate Group
Minnesota
US$ 1,7 mi – – –
Clare Market Investments
2012
Clare Market Investments
Texas
US$ 1,7 mi +US$ 230 mil +578 +17%
Financial Partners Group (Kansas)
2013
Financial Partners Group (Kansas)
Kansas
US$ 1,7 mi -US$ 5,97 mil -15 -0,4%
BlackDiamond Wealth Management
2014
BlackDiamond Wealth Management
New York
US$ 1,7 mi +US$ 120 mil +301 +6%
Novem Group
2015
Novem Group
New York
US$ 1,7 mi +US$ 250 mil +628 +18%
SPI
2016
Sutton Place Investors
New York
US$ 1,69 mi +US$ 101 mil +254 +7%
Saxony Capital Management
2017
Saxony Capital Management
Missouri
US$ 1,69 mi +US$ 237 mil +597 +17%
INVST
2018
INVST
Indiana
US$ 1,69 mi +US$ 184 mil +463 +13%
Hartford Funds Management
2019
Hartford Funds Management
Pennsylvania
US$ 1,69 mi +US$ 154 mil +387 +11%
RA
2020
Resolute Advisors
California
US$ 1,68 mi -US$ 504 mil -1.266 -24%
Lionshead Wealth Management
2021
Lionshead Wealth Management
New York
US$ 1,68 mi +US$ 3,18 mil +8 +0,2%
Lansing Street Advisors
2022
Lansing Street Advisors
Pennsylvania
US$ 1,68 mi +US$ 546 mil +1.374 +52%
CMANY
2023
Capital Management Associates (New York)
New York
US$ 1,68 mi – – –
Phillips Financial Management
2024
Phillips Financial Management
Indiana
US$ 1,68 mi -US$ 2,39 mil -6 -0,1%
Perryman Financial Advisory
2025
Perryman Financial Advisory
Texas
US$ 1,68 mi +US$ 828 mil +2.083 +110%