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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
DC
2001
DeDora Capital
California
279.406 $ – – –
Biltmore Family Office
2002
Biltmore Family Office
North Carolina
278.597 $ – – –
MBL Wealth
2003
MBL Wealth
North Carolina
278.381 $ +286.109 $ +1.286 Neu
BFWA
2004
Benchmark Financial Wealth Advisors
Florida
278.113 $ +8.899 $ +40 +3 %
BFO
2005
Boston Family Office
Massachusetts
278.000 $ +285.886 $ +1.285 Neu
Financial Management Professionals
2006
Financial Management Professionals
Texas
277.082 $ +7.119 $ +32 +3 %
Oakworth Capital
2007
Oakworth Capital
Alabama
276.216 $ – – –
MWM
2008
Mindset Wealth Management
Indiana
275.999 $ – – –
MAG
2009
M3 Advisory Group
Massachusetts
275.783 $ +9.344 $ +42 +3 %
5NPW
2010
55 North Private Wealth
Florida
275.133 $ +282.772 $ +1.271 Neu
MIM
2011
Marco Investment Management
Georgia
274.484 $ -2.225 $ -10 -0,8 %
SFE Investment Counsel
2012
SFE Investment Counsel
California
274.267 $ +3.337 $ +15 +1 %
T
2013
TrustBank
Illinois
273.835 $ +6.229 $ +28 +2 %
Moran Wealth Management
2014
Moran Wealth Management
Florida
273.835 $ +281.437 $ +1.265 Neu
CNBOF
2015
City National Bank of Florida
Florida
273.617 $ +281.214 $ +1.264 Neu
GPA
2016
Garrison Point Advisors
California
272.752 $ +40.046 $ +180 +17 %
SEM
2017
Strategic Equity Management
Arizona
272.444 $ -101.006 $ -454 -27 %
VisionPoint Advisory Group
2018
VisionPoint Advisory Group
Texas
272.136 $ -11.346 $ -51 -4 %
OWA
2019
Opal Wealth Advisors
New York
271.887 $ +445 $ +2 +0,2 %
LBC
2020
Leigh Baldwin & Co
New York
271.870 $ -3.337 $ -15 -1 %
KIC
2021
Kensington Investment Counsel
California
271.670 $ – – –
Summit Wealth Partners
2022
Summit Wealth Partners
Florida
271.453 $ – – –
Telos Capital Management
2023
Telos Capital Management
California
271.286 $ -15.351 $ -69 -5 %
AA
2024
Argent Advisors
Louisiana
271.237 $ -8.009 $ -36 -3 %
SHF
2025
Stage Harbor Financial
Massachusetts
270.804 $ – – –