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Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
AK Global Asset Management
2001
AK Global Asset Management
California
20,9 Mio. $ -157.320 $ -550 -0,8 %
Balboa Wealth Partners
2002
Balboa Wealth Partners
Arizona
20,8 Mio. $ +392.155 $ +1.371 +2 %
Vienna Insurance Group
2003
Vienna Insurance Group
Poland
20,8 Mio. $ +4,86 Mio. $ +17.000 +31 %
Quest Investment Management
2004
Quest Investment Management
Oregon
20,8 Mio. $ -20,8 Mio. $ -72.603 -50 %
SHFA
2005
SS&H Financial Advisors
Michigan
20,8 Mio. $ +20,6 Mio. $ +71.901 Neu
Liberty Square Wealth Partners
2006
Liberty Square Wealth Partners
Pennsylvania
20,8 Mio. $ -176.198 $ -616 -0,8 %
Walkner Condon Financial Advisors
2007
Walkner Condon Financial Advisors
Wisconsin
20,8 Mio. $ +2,37 Mio. $ +8.286 +13 %
Empirical Asset Management
2008
Empirical Asset Management
Massachusetts
20,8 Mio. $ -1,38 Mio. $ -4.826 -6 %
Accretive Wealth Partners
2009
Accretive Wealth Partners
New Jersey
20,8 Mio. $ +2,54 Mio. $ +8.867 +14 %
Arista Wealth Management
2010
Arista Wealth Management
Nevada
20,7 Mio. $ -525.734 $ -1.838 -3 %
Argos Wealth Advisors
2011
Argos Wealth Advisors
California
20,7 Mio. $ +209.378 $ +732 +1 %
Aviso Financial
2012
Aviso Financial
Ontario, Canada
20,7 Mio. $ +869.549 $ +3.040 +4 %
Revolve Wealth Partners
2013
Revolve Wealth Partners
New Jersey
20,7 Mio. $ +993.689 $ +3.474 +5 %
Waddell & Associates
2014
Waddell & Associates
Tennessee
20,7 Mio. $ +1,68 Mio. $ +5.877 +9 %
Bank of Nova Scotia Trust
2015
Bank of Nova Scotia Trust
Ontario, Canada
20,6 Mio. $ +126.714 $ +443 +0,6 %
Ellevest Inc
2016
Ellevest Inc
New York
20,6 Mio. $ +1,74 Mio. $ +6.088 +9 %
Gradient Capital Advisors
2017
Gradient Capital Advisors
California
20,6 Mio. $ -151.313 $ -529 -0,7 %
Argonautica Private Wealth Management
2018
Argonautica Private Wealth Management
Massachusetts
20,5 Mio. $ -90.101 $ -315 -0,4 %
SC
2019
Settian Capital
New York
20,5 Mio. $ – – –
Asset Dedication LLC
2020
Asset Dedication LLC
California
20,5 Mio. $ -337.522 $ -1.180 -2 %
Crews Bank & Trust
2021
Crews Bank & Trust
Florida
20,4 Mio. $ -199.367 $ -697 -1 %
Pasadena Private Wealth
2022
Pasadena Private Wealth
California
20,4 Mio. $ +64.930 $ +227 +0,3 %
Parallax Volatility Advisers
2023
Parallax Volatility Advisers
California
20,3 Mio. $ -68,5 Mio. $ -239.310 -77 %
MJP
2024
Michael J. Puzo
20,3 Mio. $ -758.281 $ -2.651 -4 %
CFS Investment Advisory Services
2025
CFS Investment Advisory Services
New Jersey
20,3 Mio. $ -104.403 $ -365 -0,6 %
79 80
81
82 83