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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
CVFG LLC
1976
CVFG LLC
Indiana
859.612 $ +161.659 $ +892 +18 %
UWS
1977
Unique Wealth Strategies
Illinois
857.806 $ -123.238 $ -680 -10 %
GWN Securities
1978
GWN Securities
Florida
855.655 $ +761.717 $ +4.203 +257 %
RIA
1979
Richwood Investment Advisors
Ohio
851.456 $ – – –
Professional Advisory Services
1980
Professional Advisory Services
Florida
851.000 $ – – –
PGIM Custom Harvest
1981
PGIM Custom Harvest
New Jersey
850.388 $ +20.117 $ +111 +2 %
BWG
1982
Beta Wealth Group
California
850.196 $ +72.674 $ +401 +7 %
DSC
1983
Duncker Streett & Co
Missouri
849.510 $ -35.340 $ -195 -3 %
Folger Nolan Fleming Douglas Capital Management
1984
Folger Nolan Fleming Douglas Capital Management
District of Columbia
849.305 $ -21.567 $ -119 -2 %
Sovereign Financial Group
1985
Sovereign Financial Group
Connecticut
848.864 $ +144.442 $ +797 +16 %
Regatta Capital Group
1986
Regatta Capital Group
California
848.277 $ -4.893 $ -27 -0,5 %
CSPIA
1987
Cary Street Partners Investment Advisory
Virginia
848.162 $ +232.520 $ +1.283 +28 %
Barton Investment Management
1988
Barton Investment Management
Pennsylvania
847.792 $ – – –
Round Rock Advisors
1989
Round Rock Advisors
Connecticut
847.499 $ – – –
Greatmark Investment Partners
1990
Greatmark Investment Partners
Georgia
846.473 $ – – –
SDWIA
1991
Schwarz Dygos Wheeler Investment Advisors
Minnesota
844.062 $ +2.718 $ +15 +0,3 %
SMH
1992
Sanders Morris Harris
Texas
842.663 $ -4,33 Mio. $ -23.910 -81 %
Anchor Capital Advisors
1993
Anchor Capital Advisors
Massachusetts
842.663 $ -38.784 $ -214 -4 %
Certified Advisory Corp
1994
Certified Advisory Corp
Florida
842.378 $ +123.600 $ +682 +13 %
WFI
1995
West Family Investments
California
840.611 $ +104.390 $ +576 +11 %
EB
1996
Exchange Bank
California
840.172 $ – – –
Trust Company of the South
1997
Trust Company of the South
North Carolina
839.878 $ -86.810 $ -479 -8 %
M
1998
MOTCO
Texas
839.878 $ +36.609 $ +202 +4 %
OIS
1999
Okabena Investment Services
Minnesota
836.068 $ – – –
RS
2000
R Squared
Hong Kong
832.990 $ +538.621 $ +2.972 +110 %