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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Pension & Wealth Management Advisors
1951
Pension & Wealth Management Advisors
Massachusetts
20.690 $ – – –
LifeSteps Financial
1952
LifeSteps Financial
California
20.690 $ +17.853 $ +200 Neu
Montgomery Financial Services
1953
Montgomery Financial Services
Maryland
20.483 $ +17.674 $ +198 Neu
SIM
1954
Synergy Investment Management
Florida
20.307 $ +10.087 $ +113 +141 %
Bay Harbor Wealth Management
1955
Bay Harbor Wealth Management
Maryland
20.069 $ +6.338 $ +71 +58 %
Raffa Wealth Management
1956
Raffa Wealth Management
District of Columbia
19.449 $ +2.589 $ +29 +18 %
Virginia Estate & Retirement Planning Advisors
1957
Virginia Estate & Retirement Planning Advisors
Virginia
19.347 $ – – –
DHJJ Financial Advisors
1958
DHJJ Financial Advisors
Illinois
18.095 $ – – –
Washington Trust Advisors
1959
Washington Trust Advisors
Massachusetts
17.587 $ +1.160 $ +13 +8 %
BOK Financial Private Wealth
1960
BOK Financial Private Wealth
Colorado
17.380 $ +14.996 $ +168 Neu
Maryland Capital Advisors
1961
Maryland Capital Advisors
Maryland
16.346 $ +14.103 $ +158 Neu
DiNuzzo Private Wealth
1962
DiNuzzo Private Wealth
Pennsylvania
16.220 $ – – –
Lodestone Wealth Management
1963
Lodestone Wealth Management
Washington
16.138 $ – – –
Cherry Tree Wealth Management
1964
Cherry Tree Wealth Management
Minnesota
15.725 $ -4.463 $ -50 -25 %
Burk Holdings
1965
Burk Holdings
Oklahoma
15.518 $ – – –
GCM
1966
Gunpowder Capital Management
Maryland
15.518 $ – – –
MRP Capital Investments
1967
MRP Capital Investments
Georgia
15.518 $ +13.389 $ +150 Neu
Richardson Financial Services
1968
Richardson Financial Services
Massachusetts
14.484 $ -1.785 $ -20 -13 %
Lugano Financial Advisors SA (LFA)
1969
Lugano Financial Advisors SA (LFA)
Switzerland
14.483 $ – – –
Evermay Wealth Management
1970
Evermay Wealth Management
Virginia
14.070 $ +12.140 $ +136 Neu
Chilton Capital Management
1971
Chilton Capital Management
Texas
13.966 $ -2.767 $ -31 -19 %
HFM Investment Advisors
1972
HFM Investment Advisors
New Jersey
13.254 $ +1.964 $ +22 +21 %
Accordant Advisory Group
1973
Accordant Advisory Group
Maryland
12.932 $ – – –
MWA
1974
Miller Wealth Advisors
Colorado
12.931 $ – – –
Field & Main Bank
1975
Field & Main Bank
Kentucky
12.931 $ +11.158 $ +125 Neu