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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
HPBT
2001
Hickory Point Bank & Trust
Illinois
39.185 $ – – –
VR
2002
Vision Retirement
New Jersey
39.185 $ +3.588 $ +11 +11 %
Meeder Asset Management
2003
Meeder Asset Management
Ohio
38.163 $ -2,36 Mio. $ -7.243 -98 %
CTWM
2004
Cherry Tree Wealth Management
Minnesota
38.163 $ – – –
SWA
2005
SOA Wealth Advisors
New York
38.163 $ – – –
Hollencrest Capital Management
2006
Hollencrest Capital Management
California
37.481 $ -16.961 $ -52 -32 %
FP
2007
Financial Perspectives
Minnesota
37.141 $ – – –
AFC
2008
Ares Financial Consulting
California
37.141 $ +1.631 $ +5 +5 %
MIM
2009
Meridiem Investment Management
United Kingdom
36.800 $ – – –
Crewe Advisors
2010
Crewe Advisors
Utah
36.460 $ +8.154 $ +25 +30 %
KA
2011
Kozak & Associates
Colorado
36.228 $ +979 $ +3 +3 %
KFP
2012
Kerr Financial Planning
California
34.844 $ – – –
WPA
2013
West Paces Advisors
Georgia
34.755 $ +33.269 $ +102 Neu
Financial Consulate
2014
Financial Consulate
Maryland
34.419 $ +5.219 $ +16 +19 %
Kelleher Financial Advisors
2015
Kelleher Financial Advisors
New York
34.415 $ +32.943 $ +101 Neu
PIP
2016
Philadelphia Investment Partners
New Jersey
34.074 $ – – –
CMA
2017
Cedar Mountain Advisors
Oregon
34.074 $ +2.936 $ +9 +10 %
FMTCOCP
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
34.000 $ – – –
Silicon Valley Capital Partners
2019
Silicon Valley Capital Partners
California
33.340 $ +22.506 $ +69 +238 %
AT
2020
Arlington Trust
Alabama
32.711 $ – – –
AWM
2021
Aberdeen Wealth Management
Illinois
32.711 $ +31.312 $ +96 Neu
IRC
2022
Investors Research Corp
Georgia
32.370 $ -15.330 $ -47 -33 %
C
2023
Covestor
United Kingdom
32.000 $ -24.136 $ -74 -44 %
Institute for Wealth Management
2024
Institute for Wealth Management
Colorado
31.689 $ +30.334 $ +93 Neu
CB
2025
Centennial Bank
Arkansas
31.348 $ – – –