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META

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
WCM
2001
Weaver Capital Management
Georgia
4,78 Mio. $ – – –
RFA
2002
Resurgent Financial Advisors
Georgia
4,76 Mio. $ +1,76 Mio. $ +2.871 +51 %
AI
2003
AXS Investments
New York
4,76 Mio. $ +239.089 $ +391 +5 %
Leelyn Smith
2004
Leelyn Smith
Illinois
4,76 Mio. $ +207.904 $ +340 +4 %
Quotient Wealth Partners
2005
Quotient Wealth Partners
Texas
4,75 Mio. $ -291.677 $ -477 -5 %
Roffman Miller Associates
2006
Roffman Miller Associates
Pennsylvania
4,75 Mio. $ +624.934 $ +1.022 +14 %
CCM
2007
Cohen Capital Management
California
4,75 Mio. $ +68.486 $ +112 +1 %
GGI
2008
GPM Growth Investors
Michigan
4,74 Mio. $ -605.366 $ -990 -11 %
Sax Wealth Advisors
2009
Sax Wealth Advisors
New Jersey
4,74 Mio. $ +545.441 $ +892 +12 %
Private Wealth Asset Management
2010
Private Wealth Asset Management
Iowa
4,73 Mio. $ -387.068 $ -633 -7 %
LRI Investments
2011
LRI Investments
Florida
4,73 Mio. $ -226.248 $ -370 -1 %
JAM
2012
JCIC Asset Management
Ontario, Canada
4,72 Mio. $ – – –
CFA
2013
Churchill Financial Advisors
Kentucky
4,71 Mio. $ – – –
Maridea Wealth Management
2014
Maridea Wealth Management
New York
4,71 Mio. $ +668.349 $ +1.093 +15 %
Perryman Financial Advisory
2015
Perryman Financial Advisory
Texas
4,7 Mio. $ +676.910 $ +1.107 +15 %
Csenge Advisory Group
2016
Csenge Advisory Group
Florida
4,69 Mio. $ +97.837 $ +160 +2 %
CP
2017
Cornerstone Planning
North Carolina
4,69 Mio. $ +33.020 $ +54 +0,7 %
Strategy Asset Managers
2018
Strategy Asset Managers
California
4,68 Mio. $ -89.276 $ -146 -2 %
SIA
2019
SGL Investment Advisors
Montana
4,68 Mio. $ +18.344 $ +30 +0,4 %
Silver Oak Securities
2020
Silver Oak Securities
Tennessee
4,67 Mio. $ +77.658 $ +127 +2 %
TRB Wealth Management
2021
TRB Wealth Management
Texas
4,67 Mio. $ -1,11 Mio. $ -1.815 -18 %
CCT
2022
Capital City Trust
Florida
4,67 Mio. $ +625.545 $ +1.023 +14 %
LI
2023
LDIC Inc
4,66 Mio. $ +5,06 Mio. $ +8.274 Neu
AA
2024
Altman Advisors
Illinois
4,65 Mio. $ +630.437 $ +1.031 +14 %
BHA
2025
Beech Hill Advisors
New York
4,65 Mio. $ -58.702 $ -96 -1 %
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