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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
BWM
2001
Bullock Wealth Management
Indiana
3,53 Mio. $ -148.152 $ -145 -5 %
Capital Investment Counsel (Colorado)
2002
Capital Investment Counsel (Colorado)
Colorado
3,52 Mio. $ -4.087 $ -4 -0,1 %
MCI
2003
MRP Capital Investments
Georgia
3,52 Mio. $ -45.978 $ -45 -2 %
KIG
2004
Kessler Investment Group
Indiana
3,51 Mio. $ -18.391 $ -18 -0,6 %
EWA
2005
Exit Wealth Advisors
Georgia
3,5 Mio. $ +2,99 Mio. $ +2.922 Neu
PPWM
2006
Paragon Private Wealth Management
Kentucky
3,5 Mio. $ -49.043 $ -48 -2 %
NCM
2007
NCM Capital Management
New Jersey
3,49 Mio. $ -15.326 $ -15 -0,5 %
WIA
2008
Wealthedge Investment Advisors
New York
3,49 Mio. $ -1,55 Mio. $ -1.521 -34 %
Baltimore-Washington Financial Advisors
2009
Baltimore-Washington Financial Advisors
Maryland
3,49 Mio. $ +374.977 $ +367 +14 %
PFA
2010
Pathway Financial Advisers
Indiana
3,47 Mio. $ +103.195 $ +101 +4 %
BB
2011
Berkshire Bank
Massachusetts
3,46 Mio. $ -195.152 $ -191 -6 %
NAG
2012
Northstar Advisory Group
New Jersey
3,45 Mio. $ +2,25 Mio. $ +2.205 +328 %
Patriot Financial Group Insurance Agency
2013
Patriot Financial Group Insurance Agency
Massachusetts
3,45 Mio. $ -664.129 $ -650 -18 %
KPP Advisory Services
2014
KPP Advisory Services
Kentucky
3,44 Mio. $ -469.999 $ -460 -14 %
FBC
2015
Fairfield, Bush & Co
Connecticut
3,44 Mio. $ +32.696 $ +32 +1 %
Douglas Lane & Associates
2016
Douglas Lane & Associates
New York
3,43 Mio. $ +212.521 $ +208 +8 %
SIM
2017
SWP Investment Management
Ohio
3,43 Mio. $ +102.174 $ +100 +4 %
Lighthouse Investment Partners
2018
Lighthouse Investment Partners
Florida
3,43 Mio. $ +2,92 Mio. $ +2.857 Neu
Parcion Private Wealth
2019
Parcion Private Wealth
Washington
3,43 Mio. $ +106.261 $ +104 +4 %
CSPIA
2020
Cary Street Partners Investment Advisory
Virginia
3,42 Mio. $ +54.152 $ +53 +2 %
Cornerstone Advisory
2021
Cornerstone Advisory
Maryland
3,42 Mio. $ +128.739 $ +126 +5 %
EP
2022
Essential Planning
New Hampshire
3,42 Mio. $ +11.239 $ +11 +0,4 %
Southeast Asset Advisors
2023
Southeast Asset Advisors
Georgia
3,42 Mio. $ – – –
FMTC
2024
Farmers & Merchants Trust Company
California
3,41 Mio. $ +44.956 $ +44 +2 %
Lyell Wealth Management
2025
Lyell Wealth Management
California
3,41 Mio. $ +125.674 $ +123 +5 %