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Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Cascade Investment Advisors
2001
Cascade Investment Advisors
Oregon
1,53 Mio. $ +165.266 $ +508 +13 %
Atala Financial
2002
Atala Financial
California
1,53 Mio. $ -9.760 $ -30 -0,7 %
PCM Encore
2003
PCM Encore
Colorado
1,53 Mio. $ -492.218 $ -1.513 -26 %
Boyd Watterson Asset Management
2004
Boyd Watterson Asset Management
Ohio
1,53 Mio. $ -3.579 $ -11 -0,3 %
Grandfield & Dodd
2005
Grandfield & Dodd
New York
1,52 Mio. $ – – –
Centaurus Financial
2006
Centaurus Financial
California
1,52 Mio. $ -901.153 $ -2.770 -39 %
Retirement Planning Company of New England
2007
Retirement Planning Company of New England
Rhode Island
1,52 Mio. $ +18.544 $ +57 +1 %
Halbert Hargrove Global Advisors
2008
Halbert Hargrove Global Advisors
California
1,52 Mio. $ -64.740 $ -199 -4 %
J. Derek Lewis & Associates
2009
J. Derek Lewis & Associates
California
1,52 Mio. $ -9.760 $ -30 -0,7 %
FFA
2010
Florida Financial Advisors
Florida
1,52 Mio. $ -55.305 $ -170 -4 %
Atlas Legacy Advisors
2011
Atlas Legacy Advisors
California
1,52 Mio. $ +49.124 $ +151 +4 %
LCM Capital Management
2012
LCM Capital Management
Illinois
1,51 Mio. $ +4.880 $ +15 +0,4 %
VELA Investment Management
2013
VELA Investment Management
Ohio
1,51 Mio. $ +119.069 $ +366 +9 %
Thurston Springer Miller Herd & Titak
2014
Thurston Springer Miller Herd & Titak
Indiana
1,51 Mio. $ +288.239 $ +886 +26 %
Barnes Pettey Financial Advisors
2015
Barnes Pettey Financial Advisors
Mississippi
1,51 Mio. $ -10.085 $ -31 -0,7 %
Anchyra Partners
2016
Anchyra Partners
Georgia
1,51 Mio. $ -16.917 $ -52 -1 %
IP
2017
Investment Partners
Ohio
1,51 Mio. $ +24.074 $ +74 +2 %
Tradition Wealth Management
2018
Tradition Wealth Management
Minnesota
1,51 Mio. $ -84.259 $ -259 -6 %
Ironwood Financial
2019
Ironwood Financial
Arizona
1,5 Mio. $ -6.507 $ -20 -0,4 %
Oslo Pensjonsforsikring
2020
Oslo Pensjonsforsikring
1,5 Mio. $ +173.399 $ +533 +14 %
PCMK
2021
Paragon Capital Management (Kansas)
Kansas
1,5 Mio. $ +18.218 $ +56 +1 %
Los Angeles Capital Management
2022
Los Angeles Capital Management
California
1,5 Mio. $ -12 Mio. $ -36.977 -90 %
AIA
2023
AIMZ Investment Advisors
California
1,5 Mio. $ – – –
Newman Dignan & Sheerar Inc
2024
Newman Dignan & Sheerar Inc
Rhode Island
1,5 Mio. $ +325 $ +1 +0 %
Certuity
2025
Certuity
Florida
1,5 Mio. $ -111.912 $ -344 -7 %
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