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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Castle Rock Wealth Management
1976
Castle Rock Wealth Management
California
US$ 489 mil -US$ 2,1 mil -8 -0,5%
IFS
1977
Intelligent Financial Strategies
Minnesota
US$ 489 mil – – –
Granville Capital
1978
Granville Capital
North Carolina
US$ 489 mil -US$ 11,3 mil -43 -2%
Successful Portfolios
1979
Successful Portfolios
Florida
US$ 488 mil -US$ 14,2 mil -54 -3%
Mason & Associates (California)
1980
Mason & Associates (California)
California
US$ 487 mil – – –
SF
1981
Symphony Financial
Texas
US$ 486 mil +US$ 36,5 mil +139 +8%
Trust Company of Kansas
1982
Trust Company of Kansas
Kansas
US$ 486 mil +US$ 65,6 mil +250 +16%
Independent Solutions Wealth Management
1983
Independent Solutions Wealth Management
New York
US$ 486 mil -US$ 4,99 mil -19 -1%
Income Insurance Ltd
1984
Income Insurance Ltd
US$ 485 mil – – –
Key Financial Inc
1985
Key Financial Inc
Pennsylvania
US$ 485 mil -US$ 10 mil -38 -2%
Tradewinds Capital Management
1986
Tradewinds Capital Management
Washington
US$ 484 mil -US$ 19,7 mil -75 -4%
Groupe la Francaise
1987
Groupe la Francaise
France
US$ 483 mil +US$ 11,8 mil +45 +3%
Steelhead Wealth Management
1988
Steelhead Wealth Management
Virginia
US$ 481 mil -US$ 21,8 mil -83 -4%
Talon Private Wealth
1989
Talon Private Wealth
Florida
US$ 481 mil +US$ 17,3 mil +66 +4%
River Street Advisors
1990
River Street Advisors
Illinois
US$ 479 mil – – –
Titleist Asset Management
1991
Titleist Asset Management
Texas
US$ 476 mil -US$ 717 mil -2.729 -61%
VELA Investment Management
1992
VELA Investment Management
Ohio
US$ 475 mil -US$ 3,41 mil -13 -0,7%
Members Trust
1993
Members Trust
Florida
US$ 475 mil +US$ 45,7 mil +174 +11%
Impact Partnership Wealth
1994
Impact Partnership Wealth
Georgia
US$ 475 mil +US$ 54,9 mil +209 +14%
Aristotle Capital Management
1995
Aristotle Capital Management
California
US$ 475 mil – – –
MKC
1996
M. Kraus & Co
Vermont
US$ 474 mil – – –
denkapparat Operations
1997
denkapparat Operations
Germany
US$ 474 mil – – –
Convergence Financial
1998
Convergence Financial
Missouri
US$ 473 mil +US$ 525 +2 +0,1%
Hohimer Wealth Management
1999
Hohimer Wealth Management
Washington
US$ 472 mil +US$ 4,46 mil +17 +1%
Outlook Wealth Advisors
2000
Outlook Wealth Advisors
Texas
US$ 472 mil – – –