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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
FORM Wealth Advisors
2001
FORM Wealth Advisors
Wisconsin
771.031 $ -320.295 $ -1.117 -28 %
Perfromance Wealth Partners
2002
Perfromance Wealth Partners
Illinois
770.113 $ -1,58 Mio. $ -5.507 -66 %
Greenwich Wealth Management
2003
Greenwich Wealth Management
Connecticut
764.000 $ -20.359 $ -71 -2 %
EM
2004
ELCO Management
New York
763.085 $ -10.610 $ -37 -1 %
DWM
2005
Daner Wealth Management
Georgia
762.787 $ +287 $ +1 +0 %
Blue Edge Capital
2006
Blue Edge Capital
Virginia
762.274 $ -18.065 $ -63 -2 %
Atlas Legacy Advisors
2007
Atlas Legacy Advisors
California
760.811 $ +26.381 $ +92 +3 %
Truvestments Capital
2008
Truvestments Capital
Florida
760.641 $ -28.675 $ -100 -3 %
Graves Light Lenhart Wealth
2009
Graves Light Lenhart Wealth
Virginia
760.638 $ -13.190 $ -46 -2 %
BTG Pactual Asset Management US
2010
BTG Pactual Asset Management US
New York
759.571 $ +805.757 $ +2.810 Neu
CRIG
2011
Charter Research & Investment Group
Connecticut
756.868 $ – – –
Laurel Oak Wealth Management
2012
Laurel Oak Wealth Management
New Jersey
756.057 $ -6.022 $ -21 -0,7 %
Granite Bay Wealth Management
2013
Granite Bay Wealth Management
New Hampshire
756.000 $ +801.169 $ +2.794 Neu
Faithward Advisors
2014
Faithward Advisors
Pennsylvania
755.931 $ -49.320 $ -172 -6 %
SWP
2015
Semus Wealth Partners
Florida
754.647 $ -16.345 $ -57 -2 %
Cahaba Wealth Management
2016
Cahaba Wealth Management
Georgia
754.493 $ +4.014 $ +14 +0,5 %
River Wealth Advisors
2017
River Wealth Advisors
Pennsylvania
752.544 $ +474.852 $ +1.656 +147 %
WCM
2018
Winebrenner Capital Management
Kentucky
749.685 $ -3.441 $ -12 -0,4 %
AIIMS
2019
Analyst IMS Investment Management Services
Israel
749.000 $ +114.985 $ +401 +17 %
FCM
2020
Fire Capital Management
California
748.352 $ +24.660 $ +86 +3 %
BCP
2021
Blackhawk Capital Partners
Wisconsin
747.308 $ -14.911 $ -52 -2 %
WoodTrust Financial
2022
WoodTrust Financial
Wisconsin
747.000 $ +1.434 $ +5 +0,2 %
FSM Wealth Advisors
2023
FSM Wealth Advisors
Ohio
746.404 $ +237.426 $ +828 +43 %
Balboa Wealth Partners
2024
Balboa Wealth Partners
Arizona
744.201 $ -42.152 $ -147 -5 %
Delta Global Management
2025
Delta Global Management
New York
743.623 $ -111.257 $ -388 -12 %