Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
WG
2001
Wealth Group
North Carolina
US$ 537 mil +US$ 595 mil +12.688 Nova
Abel Hall LLC
2002
Abel Hall LLC
Louisiana
US$ 537 mil -US$ 33,2 mil -708 -5%
Invested Advisors
2003
Invested Advisors
Pennsylvania
US$ 537 mil -US$ 43,2 mil -920 -7%
Titleist Asset Management
2004
Titleist Asset Management
Texas
US$ 536 mil -US$ 165 mil -3.521 -22%
Income Insurance Ltd
2005
Income Insurance Ltd
US$ 535 mil – – –
Baker Tilly Wealth Management
2006
Baker Tilly Wealth Management
Wisconsin
US$ 533 mil -US$ 233 mil -4.958 -28%
Quad-Cities Investment Group
2007
Quad-Cities Investment Group
Iowa
US$ 533 mil -US$ 42,6 mil -908 -7%
Round Rock Advisors
2008
Round Rock Advisors
Connecticut
US$ 533 mil +US$ 3,14 mil +67 +0,5%
Cascades Capital Asset Management
2009
Cascades Capital Asset Management
North Carolina
US$ 532 mil +US$ 2,58 mil +55 +0,4%
Proficio Capital Partners
2010
Proficio Capital Partners
Massachusetts
US$ 531 mil +US$ 589 mil +12.551 Nova
Syverson Strege & Co
2011
Syverson Strege & Co
Iowa
US$ 531 mil +US$ 90,1 mil +1.921 +18%
D.B. Root & Company
2012
D.B. Root & Company
Pennsylvania
US$ 530 mil +US$ 23,4 mil +499 +4%
Silvia McColl Wealth Management
2013
Silvia McColl Wealth Management
California
US$ 530 mil – – –
PCG Asset Management
2014
PCG Asset Management
New Jersey
US$ 529 mil -US$ 8,91 mil -190 -1%
LCNB Corp
2015
LCNB Corp
Ohio
US$ 529 mil -US$ 55,2 mil -1.176 -9%
Howland Capital Management
2016
Howland Capital Management
Massachusetts
US$ 528 mil +US$ 1,83 mil +39 +0,3%
World Equity Group
2017
World Equity Group
Illinois
US$ 528 mil -US$ 15,2 mil -324 -3%
Code Waechter
2018
Code Waechter
Florida
US$ 527 mil +US$ 60,8 mil +1.297 +12%
APW
2019
Aurora Private Wealth
New Jersey
US$ 527 mil -US$ 30,2 mil -643 -5%
Secured Retirement Advisors
2020
Secured Retirement Advisors
Minnesota
US$ 525 mil +US$ 80,4 mil +1.713 +16%
GTS Securities
2021
GTS Securities
Florida
US$ 524 mil -US$ 163 mil -3.471 -22%
Members Trust
2022
Members Trust
Florida
US$ 523 mil -US$ 5,86 mil -125 -1%
Dominguez Wealth Management Solutions
2023
Dominguez Wealth Management Solutions
Virginia
US$ 523 mil +US$ 8,21 mil +175 +1%
Bank of New Hampshire
2024
Bank of New Hampshire
New Hampshire
US$ 523 mil -US$ 20,2 mil -431 -3%
Teamwork Financial Advisors
2025
Teamwork Financial Advisors
Texas
US$ 519 mil -US$ 8,16 mil -174 -1%