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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
UB
2001
Umpqua Bank
Oregon
746.561 $ +13.529 $ +50 +2 %
CFA
2002
Camarda Financial Advisors
Florida
746.027 $ -2,68 Mio. $ -9.895 -76 %
Purpose Unlimited Inc
2003
Purpose Unlimited Inc
745.833 $ +86.585 $ +320 +12 %
Truvestments Capital
2004
Truvestments Capital
Florida
745.751 $ -167.487 $ -619 -17 %
RC
2005
Reik & Co
New York
744.622 $ – – –
AA
2006
Auxano Advisors
Washington
744.020 $ -541 $ -2 -0,1 %
Capital Markets Trading (UK)
2007
Capital Markets Trading (UK)
United Kingdom
744.000 $ +200.227 $ +740 +32 %
PP
2008
Patron Partners
Texas
741.887 $ +377.185 $ +1.394 +84 %
Capital Advisors Wealth Management
2009
Capital Advisors Wealth Management
Washington
740.997 $ +21.646 $ +80 +3 %
CEI
2010
Clark Estates Inc
New York
740.501 $ – – –
DIM
2011
DLK Investment Management
California
739.290 $ -27.058 $ -100 -3 %
SN
2012
Sittner & Nelson
Oregon
738.192 $ – – –
MHWM
2013
Montz Harcus Wealth Management
Louisiana
737.990 $ -21.376 $ -79 -3 %
Pasadena Private Wealth
2014
Pasadena Private Wealth
California
737.108 $ +12.988 $ +48 +2 %
ETS
2015
ESL Trust Services
New York
736.866 $ -12.447 $ -46 -1 %
SPL
2016
Smart Portfolios LLC
Washington
735.896 $ +13.529 $ +50 +2 %
J. Safra Asset Management
2017
J. Safra Asset Management
New York
735.688 $ -327.669 $ -1.211 -29 %
SWM
2018
Selective Wealth Management
Virginia
735.684 $ -10.282 $ -38 -1 %
VCS
2019
Vaughan & Co Securities
New Jersey
735.654 $ -28.681 $ -106 -3 %
MCA
2020
Magnolia Capital Advisors
Mississippi
735.169 $ +34.634 $ +128 +4 %
Goldstone Financial Group
2021
Goldstone Financial Group
Illinois
734.862 $ -134.748 $ -498 -14 %
LRI Investments
2022
LRI Investments
Florida
734.297 $ -1.082 $ -4 -0,1 %
BWS
2023
Broadway Wealth Solutions
Texas
732.987 $ +54.386 $ +201 +7 %
I2I
2024
Insight 2811 Inc
Illinois
732.260 $ -1.623 $ -6 -0,2 %
SYM Financial Corp
2025
SYM Financial Corp
Indiana
731.291 $ +97.678 $ +361 +14 %