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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Clearstead Trust
501
Clearstead Trust
Maine
6.522 $ +5.891 $ +56 Neu
Plante Moran Financial Advisors
502
Plante Moran Financial Advisors
Michigan
6.172 $ +5.575 $ +53 Neu
Oakworth Capital
503
Oakworth Capital
Alabama
6.055 $ – – –
AW
504
Avion Wealth
Texas
6.000 $ +1.473 $ +14 +31 %
Brown Brothers Harriman & Co
505
Brown Brothers Harriman & Co
New York
5.240 $ +1.788 $ +17 +61 %
EFG International
506
EFG International
4.891 $ – – –
PWMG
507
Private Wealth Management Group
New Jersey
4.775 $ – – –
SIM
508
Synergy Investment Management
Florida
4.608 $ +4.208 $ +40 Neu
APFP
509
Action Point Financial Planning
Michigan
4.424 $ +4.313 $ +41 Neu
North Star Investment Management
510
North Star Investment Management
Illinois
4.192 $ +526 $ +5 +16 %
Tacita Capital
511
Tacita Capital
Ontario, Canada
4.183 $ – – –
Boreal Capital Management
512
Boreal Capital Management
Florida
4.076 $ – – –
Hughes Financial Services
513
Hughes Financial Services
Virginia
4.076 $ +1.473 $ +14 +67 %
SBI Securities
514
SBI Securities
Japan
4.076 $ +3.577 $ +34 +3.400 %
Elevation Wealth Partners
515
Elevation Wealth Partners
California
3.960 $ +3.577 $ +34 Neu
High Note Wealth
516
High Note Wealth
Minnesota
3.959 $ +3.471 $ +33 +3.300 %
Wealth Enhancement Trust Services
517
Wealth Enhancement Trust Services
South Dakota
3.959 $ +3.577 $ +34 Neu
Decker Retirement Planning
518
Decker Retirement Planning
Utah
3.843 $ – – –
SJS Investment Consulting
519
SJS Investment Consulting
Ohio
3.843 $ +3.366 $ +32 +3.200 %
Beaird Harris Wealth Management
520
Beaird Harris Wealth Management
Texas
3.727 $ – – –
Anchor Investment Management
521
Anchor Investment Management
South Carolina
3.726 $ +3.366 $ +32 Neu
Cedar Mountain Advisors
522
Cedar Mountain Advisors
Oregon
3.610 $ – – –
Manning & Napier Advisors
523
Manning & Napier Advisors
New York
3.305 $ +3.051 $ +29 Neu
Country Trust Bank
524
Country Trust Bank
Illinois
3.261 $ – – –
Medallion Wealth Advisors
525
Medallion Wealth Advisors
Connecticut
3.144 $ – – –