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Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Searle & Co
2001
Searle & Co
Connecticut
15,1 Mio. $ +67.973 $ +168 +0,4 %
Bill Few Associates
2002
Bill Few Associates
Pennsylvania
15,1 Mio. $ +72.828 $ +180 +0,4 %
Beverly Hills Private Wealth
2003
Beverly Hills Private Wealth
California
15 Mio. $ -3,51 Mio. $ -8.684 -18 %
Brady Family Wealth
2004
Brady Family Wealth
Missouri
15 Mio. $ +61.904 $ +153 +0,4 %
WESPAC Advisors SoCal
2005
WESPAC Advisors SoCal
California
15 Mio. $ +466.909 $ +1.154 +3 %
WBH Advisory
2006
WBH Advisory
Maryland
15 Mio. $ -169.932 $ -420 -1 %
Iowa State Bank
2007
Iowa State Bank
Iowa
15 Mio. $ -29.536 $ -73 -0,2 %
Keel Point
2008
Keel Point
Alabama
15 Mio. $ +62.713 $ +155 +0,4 %
Core Alternative Capital
2009
Core Alternative Capital
Georgia
15 Mio. $ -1,18 Mio. $ -2.917 -7 %
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2010
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
15 Mio. $ +16,2 Mio. $ +40.103 Neu
Westover Capital Advisors
2011
Westover Capital Advisors
Delaware
15 Mio. $ -18.207 $ -45 -0,1 %
Davidson Trust Company
2012
Davidson Trust Company
Washington
14,9 Mio. $ +9.306 $ +23 +0,1 %
City of London Investment Management
2013
City of London Investment Management
United Kingdom
14,9 Mio. $ -165.886 $ -410 -1 %
SIA
2014
Strategic Investment Advisors
Michigan
14,9 Mio. $ -561.181 $ -1.387 -3 %
Resurgent Financial Advisors
2015
Resurgent Financial Advisors
Georgia
14,9 Mio. $ +2,89 Mio. $ +7.131 +22 %
Live Oak Private Wealth
2016
Live Oak Private Wealth
North Carolina
14,9 Mio. $ -1,02 Mio. $ -2.531 -6 %
Morton Capital Management
2017
Morton Capital Management
California
14,9 Mio. $ +552.685 $ +1.366 +4 %
Timber Creek Capital Management
2018
Timber Creek Capital Management
Massachusetts
14,9 Mio. $ -61.095 $ -151 -0,4 %
Allred Capital Management
2019
Allred Capital Management
Texas
14,9 Mio. $ -563.609 $ -1.393 -3 %
Shepherd Financial Partners
2020
Shepherd Financial Partners
Massachusetts
14,8 Mio. $ -235.882 $ -583 -1 %
Winmill & Co
2021
Winmill & Co
New Hampshire
14,8 Mio. $ +16,1 Mio. $ +39.775 Neu
GPM Growth Investors
2022
GPM Growth Investors
Michigan
14,8 Mio. $ -1,96 Mio. $ -4.855 -11 %
Harrell Investment Partners
2023
Harrell Investment Partners
Texas
14,8 Mio. $ +159.817 $ +395 +1 %
Channel Wealth
2024
Channel Wealth
California
14,8 Mio. $ +2,38 Mio. $ +5.881 +17 %
Costello Asset Management
2025
Costello Asset Management
Pennsylvania
14,7 Mio. $ -91.440 $ -226 -0,6 %
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