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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Sound Income Strategies
2026
Sound Income Strategies
Florida
850.404 $ +125.091 $ +1.237 +25 %
CVA Family Office
2027
CVA Family Office
Colorado
847.453 $ +27.203 $ +269 +5 %
Foster Dykema Cabot & Partners
2028
Foster Dykema Cabot & Partners
Massachusetts
845.041 $ – – –
Greenspring Advisors
2029
Greenspring Advisors
Maryland
844.876 $ +611.906 $ +6.051 Neu
Platform Technology Partners
2030
Platform Technology Partners
New York
843.146 $ +47.731 $ +472 +8 %
Permanent Capital Management
2031
Permanent Capital Management
Illinois
842.248 $ +242.497 $ +2.398 +66 %
HeadInvest LLC
2032
HeadInvest LLC
Maine
840.927 $ – – –
Five Oceans Advisors
2033
Five Oceans Advisors
California
838.757 $ +27.607 $ +273 +5 %
Chesapeake Wealth Management
2034
Chesapeake Wealth Management
Virginia
837.780 $ -18.405 $ -182 -3 %
MWA
2035
Miller Wealth Advisors
Colorado
837.780 $ – – –
Investment Advisory Group
2036
Investment Advisory Group
Massachusetts
836.493 $ +36.809 $ +364 +6 %
Entelevest
2037
Entelevest
Florida
835.965 $ -1.719 $ -17 -0,3 %
BKM Wealth Management
2038
BKM Wealth Management
Wisconsin
835.545 $ +605.130 $ +5.984 Neu
Acropolis Investment Management
2039
Acropolis Investment Management
Missouri
835.199 $ +12.438 $ +123 +2 %
Novak & Powell Financial Services
2040
Novak & Powell Financial Services
Florida
833.449 $ -72.608 $ -718 -11 %
Berman McAleer
2041
Berman McAleer
Maryland
833.337 $ +7.888 $ +78 +1 %
Walkner Condon Financial Advisors
2042
Walkner Condon Financial Advisors
Wisconsin
832.656 $ +90.507 $ +895 +18 %
WoodTrust Financial
2043
WoodTrust Financial
Wisconsin
832.000 $ +5.157 $ +51 +0,9 %
BCS Wealth Management
2044
BCS Wealth Management
Tennessee
831.812 $ -49.551 $ -490 -8 %
Accredited Investors
2045
Accredited Investors
Minnesota
831.655 $ -24.270 $ -240 -4 %
JB Capital
2046
JB Capital
Connecticut
830.870 $ +70.990 $ +702 +13 %
Legacy Edge Advisors
2047
Legacy Edge Advisors
New York
830.240 $ -99.304 $ -982 -14 %
Westside Investment Management
2048
Westside Investment Management
California
830.100 $ -68.866 $ -681 -10 %
Centerline Wealth Advisors
2049
Centerline Wealth Advisors
Kentucky
829.865 $ – – –
Curated Wealth Partners
2050
Curated Wealth Partners
California
829.822 $ +600.984 $ +5.943 Neu