Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Malaga Cove Capital
1976
Malaga Cove Capital
California
US$ 249 mil -US$ 147 -2 -0,1%
Fort Sheridan Advisors
1977
Fort Sheridan Advisors
Illinois
US$ 248 mil +US$ 11 mil +150 +5%
Forvis Mazars Wealth Advisors
1978
Forvis Mazars Wealth Advisors
Missouri
US$ 248 mil +US$ 20,2 mil +276 +9%
IWN
1979
Independent Wealth Network
Iowa
US$ 247 mil +US$ 14,9 mil +203 +6%
MFFIA
1980
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
US$ 245 mil – – –
WealthCollab
1981
WealthCollab
Washington
US$ 245 mil – – –
Curated Wealth Partners
1982
Curated Wealth Partners
California
US$ 245 mil -US$ 418 mil -5.698 -63%
Claret Asset Management
1983
Claret Asset Management
Quebec, Canada
US$ 244 mil +US$ 247 mil +3.375 Nova
H&H Retirement Design & Management
1984
H&H Retirement Design & Management
Nevada
US$ 242 mil -US$ 20,9 mil -285 -8%
Simplify Asset Management
1985
Simplify Asset Management
Nevada
US$ 242 mil +US$ 4,4 mil +60 +2%
BCS Private Wealth Management
1986
BCS Private Wealth Management
New Jersey
US$ 242 mil +US$ 245 mil +3.347 Nova
Tevis Investment Management
1987
Tevis Investment Management
Texas
US$ 241 mil -US$ 11,7 mil -160 -5%
SG
1988
Sherry Group
Arkansas
US$ 240 mil -US$ 57,2 mil -780 -20%
Daner Wealth Management
1989
Daner Wealth Management
Georgia
US$ 240 mil +US$ 1,1 mil +15 +0,5%
Twin Peaks Wealth Advisors
1990
Twin Peaks Wealth Advisors
California
US$ 240 mil -US$ 25,7 mil -351 -10%
Van Diest Capital
1991
Van Diest Capital
Iowa
US$ 240 mil -US$ 81,8 mil -1.115 -25%
Cape Ann Savings Bank
1992
Cape Ann Savings Bank
Massachusetts
US$ 240 mil -US$ 11 mil -150 -4%
Juncture Wealth Strategies
1993
Juncture Wealth Strategies
Arizona
US$ 239 mil +US$ 243 mil +3.318 Nova
LaFleur & Godfrey
1994
LaFleur & Godfrey
Michigan
US$ 239 mil +US$ 243 mil +3.316 Nova
SPWM Advisors
1995
SPWM Advisors
Michigan
US$ 238 mil -US$ 84,3 mil -1.149 -26%
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
1996
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
US$ 238 mil +US$ 44 mil +600 +22%
Morangie Management
1997
Morangie Management
Florida
US$ 237 mil -US$ 49,9 mil -680 -17%
Worth Asset Management
1998
Worth Asset Management
Texas
US$ 237 mil -US$ 1,76 mil -24 -0,7%
IFG Advisory
1999
IFG Advisory
Georgia
US$ 236 mil +US$ 240 mil +3.268 Nova
Channel Wealth
2000
Channel Wealth
California
US$ 235 mil -US$ 5,09 mi -69.473 -96%