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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Fourth Dimension Wealth
1976
Fourth Dimension Wealth
Ohio
US$ 11,7 mil +US$ 1,59 mil +5 +17%
Vanguard National Trust
1977
Vanguard National Trust
Pennsylvania
US$ 11,7 mil +US$ 11,1 mil +35 Nova
DiNuzzo Private Wealth
1978
DiNuzzo Private Wealth
Pennsylvania
US$ 11,4 mil +US$ 634 +2 +6%
FP
1979
Financial Perspectives
Minnesota
US$ 10,7 mil +US$ 10,1 mil +32 Nova
Elevation Wealth Partners
1980
Elevation Wealth Partners
California
US$ 10 mil – – –
MPWM Advisory Solutions
1981
MPWM Advisory Solutions
Georgia
US$ 10 mil – – –
Plante Moran Financial Advisors
1982
Plante Moran Financial Advisors
Michigan
US$ 9,7 mil +US$ 9,2 mil +29 Nova
Cordant Inc
1983
Cordant Inc
Oregon
US$ 9,6 mil +US$ 9,2 mil +29 Nova
Planning Strategies
1984
Planning Strategies
Pennsylvania
US$ 9,38 mil +US$ 8,88 mil +28 Nova
Sumitomo Mitsui Financial Group
1985
Sumitomo Mitsui Financial Group
Japan
US$ 9,38 mil +US$ 8,88 mil +28 Nova
Whipplewood Advisors
1986
Whipplewood Advisors
Colorado
US$ 9,04 mil -US$ 87,9 mil -277 -91%
Principia Wealth Advisory
1987
Principia Wealth Advisory
Texas
US$ 9,04 mil +US$ 634 +2 +8%
Marshall Investment Management
1988
Marshall Investment Management
Colorado
US$ 8,71 mil +US$ 634 +2 +8%
Golden State Equity Partners
1989
Golden State Equity Partners
California
US$ 8,39 mil -US$ 1,42 mi -4.471 -99%
Wiser Advisor Group
1990
Wiser Advisor Group
Arizona
US$ 8,37 mil – – –
Aspect Partners
1991
Aspect Partners
Virginia
US$ 8,37 mil -US$ 3,81 mil -12 -32%
WealthCollab
1992
WealthCollab
Washington
US$ 8,04 mil +US$ 4,76 mil +15 +167%
IMG Wealth Management
1993
IMG Wealth Management
Florida
US$ 7,7 mil +US$ 6,34 mil +20 +667%
Medallion Wealth Advisors
1994
Medallion Wealth Advisors
Connecticut
US$ 7,37 mil +US$ 2,22 mil +7 +47%
HFM Investment Advisors
1995
HFM Investment Advisors
New Jersey
US$ 7,37 mil +US$ 3,17 mil +10 +83%
Lodestone Wealth Management
1996
Lodestone Wealth Management
Washington
US$ 7,37 mil – – –
Baillie Gifford & Co
1997
Baillie Gifford & Co
United Kingdom
US$ 7,37 mil +US$ 6,98 mil +22 Nova
Gordian Capital (Singapore)
1998
Gordian Capital (Singapore)
Singapore
US$ 7,37 mil +US$ 6,98 mil +22 Nova
Westend Capital Management
1999
Westend Capital Management
California
US$ 7,37 mil +US$ 6,98 mil +22 Nova
Kilter Group
2000
Kilter Group
New York
US$ 7,03 mil +US$ 2,85 mil +9 +75%