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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
BLB&B Advisors
2001
BLB&B Advisors
Pennsylvania
418.000 $ -88.694 $ -870 -17 %
One Wealth Advisors
2002
One Wealth Advisors
California
417.763 $ +19.472 $ +191 +5 %
Physician Wealth Advisors
2003
Physician Wealth Advisors
Utah
417.571 $ +17.127 $ +168 +4 %
WIS
2004
Wright Investors Service
Connecticut
417.533 $ -1.223 $ -12 -0,3 %
TCOO
2005
Trust Company of Oklahoma
Oklahoma
416.570 $ -129.779 $ -1.273 -23 %
5NPW
2006
55 North Private Wealth
Florida
415.444 $ +74.727 $ +733 +20 %
Salomon & Ludwin
2007
Salomon & Ludwin
Virginia
415.381 $ +48.833 $ +479 +12 %
Alesco Advisors
2008
Alesco Advisors
New York
414.652 $ +34.764 $ +341 +9 %
RCWM
2009
Royal Capital Wealth Management
Indiana
413.875 $ – – –
Westwood Holdings Group
2010
Westwood Holdings Group
Texas
413.779 $ -2,08 Mio. $ -20.431 -83 %
LI
2011
LifeWealth Investments
Florida
413.201 $ -52.401 $ -514 -11 %
BHC
2012
Bull Harbor Capital
Maryland
412.913 $ +62.902 $ +617 +17 %
Keebeck Wealth Management
2013
Keebeck Wealth Management
Illinois
410.021 $ +148.945 $ +1.461 +53 %
Twin Tree Management
2014
Twin Tree Management
Texas
409.544 $ -463.861 $ -4.550 -52 %
SGWP
2015
Sun Group Wealth Partners
California
409.351 $ +4.995 $ +49 +1 %
Foster & Motley
2016
Foster & Motley
Ohio
409.000 $ +141.299 $ +1.386 +48 %
Wealthquest
2017
Wealthquest
Ohio
408.774 $ +102 $ +1 +0 %
HPC
2018
Hobart Private Capital
North Carolina
407.641 $ -23.652 $ -232 -5 %
ITIM
2019
Indiana Trust & Investment Management
Indiana
405.405 $ – – –
DP
2020
Denver PWM
Colorado
405.373 $ -10.399 $ -102 -3 %
WAS
2021
Wealth Advisory Solutions
Indiana
405.309 $ -55.154 $ -541 -11 %
BIP Wealth
2022
BIP Wealth
Georgia
404.436 $ +116.832 $ +1.146 +38 %
CA
2023
Carson Advisory
Georgia
404.234 $ -29.055 $ -285 -6 %
TW
2024
Titan Wealth
404.145 $ +12.234 $ +120 +3 %
TC
2025
TwinBeech Capital
New York
402.614 $ +426.446 $ +4.183 Neu