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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Principal Street Partners
2001
Principal Street Partners
Tennessee
US$ 1,43 mi +US$ 460 mil +1.134 +61%
Piedmont Capital Management (North Carolina)
2002
Piedmont Capital Management (North Carolina)
North Carolina
US$ 1,42 mi +US$ 49,5 mil +122 +4%
Lionsbridge Wealth Management
2003
Lionsbridge Wealth Management
Florida
US$ 1,42 mi -US$ 73,9 mil -182 -6%
Avior Wealth Management
2004
Avior Wealth Management
Nebraska
US$ 1,42 mi -US$ 2,46 mi -6.056 -67%
HFS
2005
Hoge Financial Services
Pennsylvania
US$ 1,42 mi +US$ 2,44 mil +6 +0,2%
Fort Sheridan Advisors
2006
Fort Sheridan Advisors
Illinois
US$ 1,42 mi – – –
Forvis Mazars Wealth Advisors
2007
Forvis Mazars Wealth Advisors
Missouri
US$ 1,42 mi +US$ 69 mil +170 +6%
Western Pacific Wealth Management
2008
Western Pacific Wealth Management
Illinois
US$ 1,41 mi – – –
Keel Point
2009
Keel Point
Alabama
US$ 1,41 mi -US$ 80,3 mil -198 -6%
LVZ Inc
2010
LVZ Inc
Michigan
US$ 1,41 mi +US$ 21,9 mil +54 +2%
Proficio Capital Partners
2011
Proficio Capital Partners
Massachusetts
US$ 1,41 mi +US$ 584 mil +1.439 +95%
Ethos Financial Group
2012
Ethos Financial Group
Pennsylvania
US$ 1,41 mi +US$ 575 mil +1.416 +60%
Ducere Wealth Management
2013
Ducere Wealth Management
California
US$ 1,41 mi +US$ 383 mil +944 +47%
SLG
2014
Sanchez Levi Garrett
US$ 1,41 mi – – –
Armstrong Advisory Group
2015
Armstrong Advisory Group
Massachusetts
US$ 1,41 mi -US$ 19,1 mil -47 -2%
Grove Bank & Trust
2016
Grove Bank & Trust
Florida
US$ 1,41 mi -US$ 2,84 mil -7 -0,2%
Cerro Pacific Wealth Advisors
2017
Cerro Pacific Wealth Advisors
California
US$ 1,4 mi +US$ 43,8 mil +108 +4%
Titleist Asset Management
2018
Titleist Asset Management
Texas
US$ 1,4 mi +US$ 143 mil +353 +14%
Brown, Lisle/Cummings
2019
Brown, Lisle/Cummings
Rhode Island
US$ 1,4 mi +US$ 17,4 mil +43 +1%
Orbis Allan Gray
2020
Orbis Allan Gray
Bermuda
US$ 1,39 mi -US$ 864 mil -2.128 -42%
Uniting Wealth Partners
2021
Uniting Wealth Partners
Kansas
US$ 1,39 mi -US$ 403 mil -993 -25%
Larson Financial Group
2022
Larson Financial Group
Missouri
US$ 1,39 mi +US$ 166 mil +410 +16%
Dalton Investments
2023
Dalton Investments
Nevada
US$ 1,39 mi +US$ 32,5 mil +80 +3%
Lodestar Private Asset Management
2024
Lodestar Private Asset Management
California
US$ 1,39 mi +US$ 4,06 mil +10 +0,3%
Center For Asset Management
2025
Center For Asset Management
Florida
US$ 1,39 mi +US$ 107 mil +264 +10%