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Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Doheny Asset Management
2001
Doheny Asset Management
California
1,54 Mio. $ – – –
Bridgewater Advisors
2002
Bridgewater Advisors
New York
1,54 Mio. $ +1.303 $ +7 +0,1 %
Root Financial Partners
2003
Root Financial Partners
California
1,54 Mio. $ +380.255 $ +2.043 +28 %
Lombard Odier Asset Management (Switzerland)
2004
Lombard Odier Asset Management (Switzerland)
Switzerland
1,54 Mio. $ +55.838 $ +300 +3 %
Gradient Capital Advisors
2005
Gradient Capital Advisors
California
1,54 Mio. $ +7.445 $ +40 +0,4 %
Congress Park Capital
2006
Congress Park Capital
New York
1,54 Mio. $ +15.821 $ +85 +0,9 %
Pacific Wealth Strategies Group
2007
Pacific Wealth Strategies Group
California
1,53 Mio. $ +143.689 $ +772 +9 %
Safe Harbor Fiduciary
2008
Safe Harbor Fiduciary
Florida
1,53 Mio. $ +17.496 $ +94 +1 %
Piscataqua Savings Bank
2009
Piscataqua Savings Bank
New Hampshire
1,53 Mio. $ -294.823 $ -1.584 -15 %
Meridian Wealth Advisors
2010
Meridian Wealth Advisors
Texas
1,52 Mio. $ +7.259 $ +39 +0,4 %
Marino Stram & Associates
2011
Marino Stram & Associates
Massachusetts
1,52 Mio. $ +32.386 $ +174 +2 %
Mosaic Financial Group
2012
Mosaic Financial Group
Illinois
1,52 Mio. $ -139.036 $ -747 -8 %
TMB Capital Partners
2013
TMB Capital Partners
Arkansas
1,52 Mio. $ -93.807 $ -504 -5 %
All Terrain Financial Advisors
2014
All Terrain Financial Advisors
Minnesota
1,51 Mio. $ -10.981 $ -59 -0,6 %
Donoghue Forlines
2015
Donoghue Forlines
Massachusetts
1,51 Mio. $ -830.120 $ -4.460 -33 %
Davidson Trust Company
2016
Davidson Trust Company
Washington
1,51 Mio. $ +16.937 $ +91 +1 %
KHCM
2017
Kirtland Hills Capital Management
Ohio
1,51 Mio. $ +494.722 $ +2.658 +41 %
Elyxium Wealth
2018
Elyxium Wealth
California
1,51 Mio. $ +246.058 $ +1.322 +17 %
Madrona Financial Services
2019
Madrona Financial Services
Washington
1,5 Mio. $ -1.675 $ -9 -0,1 %
Montchanin Asset Management
2020
Montchanin Asset Management
Delaware
1,5 Mio. $ – – –
Demars Financial Group
2021
Demars Financial Group
Washington
1,5 Mio. $ +127.682 $ +686 +8 %
Curtis Advisory Group
2022
Curtis Advisory Group
California
1,5 Mio. $ – – –
HORAN Wealth
2023
HORAN Wealth
Ohio
1,5 Mio. $ -1,67 Mio. $ -8.972 -50 %
Legacy Capital Wealth Partners
2024
Legacy Capital Wealth Partners
Arkansas
1,5 Mio. $ -168.258 $ -904 -9 %
Hilltop National Bank
2025
Hilltop National Bank
Wyoming
1,5 Mio. $ +59.746 $ +321 +4 %
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