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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Diversified Enterprises
2001
Diversified Enterprises
Delaware
667.195 $ +4.108 $ +12 +0,7 %
AAA
2002
American Alpha Advisors
New York
665.939 $ +9.242 $ +27 +1 %
WFI
2003
West Family Investments
California
663.766 $ +10.269 $ +30 +2 %
Allegheny Financial Group
2004
Allegheny Financial Group
Pennsylvania
663.192 $ -1.712 $ -5 -0,3 %
Optas LLC
2005
Optas LLC
Texas
657.972 $ -23.620 $ -69 -4 %
Golden State Wealth Management
2006
Golden State Wealth Management
California
657.156 $ +2.054 $ +6 +0,3 %
CWM
2007
Cornerstone Wealth Management
Missouri
657.070 $ -4.450 $ -13 -0,7 %
Clear Creek Financial Management
2008
Clear Creek Financial Management
Washington
656.052 $ -25.674 $ -75 -4 %
Sax Wealth Advisors
2009
Sax Wealth Advisors
New Jersey
655.154 $ +147.537 $ +431 +30 %
Mattern Wealth Management
2010
Mattern Wealth Management
Kansas
655.079 $ -73.597 $ -215 -11 %
Woodmont Investment Counsel
2011
Woodmont Investment Counsel
Tennessee
653.627 $ +1.712 $ +5 +0,3 %
Lifeworks Advisors
2012
Lifeworks Advisors
Michigan
652.294 $ -195.461 $ -571 -24 %
Benchmark Financial Wealth Advisors
2013
Benchmark Financial Wealth Advisors
Florida
652.186 $ -8.900 $ -26 -1 %
Payden & Rygel
2014
Payden & Rygel
California
652.000 $ +616.165 $ +1.800 Neu
Knuff & Co
2015
Knuff & Co
California
651.816 $ – – –
PC
2016
Payne Capital
Oregon
651.816 $ – – –
Sovereign Financial Group
2017
Sovereign Financial Group
Connecticut
650.368 $ +5.819 $ +17 +1 %
Gibraltar Capital Management
2018
Gibraltar Capital Management
Oklahoma
648.919 $ +342 $ +1 +0,1 %
Verition Fund Management
2019
Verition Fund Management
Connecticut
647.833 $ -943.074 $ -2.755 -61 %
Leonteq Securities AG
2020
Leonteq Securities AG
Switzerland
647.829 $ +107.487 $ +314 +21 %
Iams Wealth Management
2021
Iams Wealth Management
Nebraska
647.669 $ +87.290 $ +255 +17 %
Precedent Wealth Partners
2022
Precedent Wealth Partners
Texas
647.381 $ -2,18 Mio. $ -6.358 -78 %
Code Waechter
2023
Code Waechter
Florida
646.746 $ -123.233 $ -360 -17 %
Cornerstone Planning
2024
Cornerstone Planning
North Carolina
645.959 $ -1,8 Mio. $ -5.270 -75 %
Landmark Wealth Management (New York)
2025
Landmark Wealth Management (New York)
New York
644.574 $ – – –