Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
CNWM
2001
Clay Northam Wealth Management
California
US$ 223 mil – – –
NC
2002
North Capital
Utah
US$ 223 mil – – –
SCM
2003
Sterneck Capital Management
Missouri
US$ 223 mil – – –
WFA
2004
Websterrogers Financial Advisors
South Carolina
US$ 223 mil – – –
WAG
2005
Wallace Advisory Group
California
US$ 221 mil -US$ 20,9 mil -94 -9%
Summit Wealth Partners
2006
Summit Wealth Partners
Florida
US$ 221 mil +US$ 6,67 mil +30 +3%
Summit Global Investments
2007
Summit Global Investments
Utah
US$ 221 mil -US$ 13,1 mil -59 -6%
FFA
2008
Florida Financial Advisors
Florida
US$ 221 mil -US$ 56,5 mil -254 -20%
CP
2009
Castleview Partners
Texas
US$ 221 mil +US$ 220 mil +991 Nova
Kanawha Capital Management
2010
Kanawha Capital Management
Virginia
US$ 220 mil -US$ 9,6 mil -43 -4%
AFW
2011
Avantra Family Wealth
Pennsylvania
US$ 220 mil – – –
FP
2012
Financial Perspectives
Minnesota
US$ 220 mil -US$ 192 mil -865 -47%
RFS
2013
Richardson Financial Services
Massachusetts
US$ 220 mil +US$ 94,1 mil +423 +75%
SCI
2014
Stableford Capital II
Arizona
US$ 219 mil -US$ 6,9 mil -31 -3%
RA
2015
Rise Advisors
New York
US$ 219 mil +US$ 4,45 mil +20 +2%
5NPW
2016
55 North Private Wealth
Florida
US$ 218 mil +US$ 218 mil +980 Nova
North Star Asset Management
2017
North Star Asset Management
Wisconsin
US$ 218 mil -US$ 1,11 mil -5 -0,5%
EAM
2018
Empirical Asset Management
Massachusetts
US$ 216 mil +US$ 2 mil +9 +0,9%
MAG
2019
Meadowbrook Advisors Group
New Jersey
US$ 216 mil +US$ 215 mil +968 Nova
Victory Financial Group
2020
Victory Financial Group
Texas
US$ 215 mil +US$ 20,5 mil +92 +11%
OL
2021
one8zero8 LLC
North Carolina
US$ 214 mil – – –
EWM
2022
Elevatus Welath Management
New York
US$ 214 mil +US$ 2,89 mil +13 +1%
Marex Group
2023
Marex Group
US$ 212 mil +US$ 212 mil +952 Nova
WCM
2024
WealthBridge Capital Management
Ohio
US$ 212 mil – – –
GSCM
2025
Greenfield Seitz Capital Management
Texas
US$ 210 mil – – –