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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Lodestone Wealth Management
2001
Lodestone Wealth Management
Washington
234.664 $ -108.963 $ -1.486 -31 %
SHP Wealth Management
2002
SHP Wealth Management
Massachusetts
234.346 $ -16.205 $ -221 -6 %
Sound View Wealth Advisors Group
2003
Sound View Wealth Advisors Group
Georgia
234.231 $ -30.944 $ -422 -12 %
Acorn Financial Advisory Services
2004
Acorn Financial Advisory Services
Virginia
232.427 $ +4.033 $ +55 +2 %
Monte Financial Group
2005
Monte Financial Group
Connecticut
231.484 $ – – –
Traveka Wealth
2006
Traveka Wealth
California
231.343 $ -13.125 $ -179 -5 %
McAdam LLC
2007
McAdam LLC
Pennsylvania
231.099 $ +18.845 $ +257 +9 %
City National Bank of Florida
2008
City National Bank of Florida
Florida
230.552 $ +234.278 $ +3.195 Neu
Integrity Wealth Solutions
2009
Integrity Wealth Solutions
Colorado
230.263 $ -28.671 $ -391 -11 %
Compass Financial Management
2010
Compass Financial Management
Florida
229.928 $ +233.985 $ +3.191 Neu
Outlook Wealth Advisors
2011
Outlook Wealth Advisors
Texas
229.902 $ -8.286 $ -113 -3 %
Cambient Family Office
2012
Cambient Family Office
Michigan
228.956 $ +232.665 $ +3.173 Neu
CenterStar Asset Management
2013
CenterStar Asset Management
Illinois
228.497 $ +232.885 $ +3.176 Neu
Rossmore Private Capital
2014
Rossmore Private Capital
Connecticut
228.336 $ – – –
Eagle Bay Advisors
2015
Eagle Bay Advisors
New York
228.314 $ -54.482 $ -743 -19 %
CF
2016
Carlson Financial
Oregon
227.305 $ -32.630 $ -445 -12 %
BCGM Wealth Management
2017
BCGM Wealth Management
Indiana
227.160 $ +16.792 $ +229 +8 %
Crown Wealth Group
2018
Crown Wealth Group
North Carolina
227.015 $ -1.320 $ -18 -0,6 %
Intrepid Financial Planning Group
2019
Intrepid Financial Planning Group
Indiana
226.943 $ +3.740 $ +51 +2 %
Power Wealth Management
2020
Power Wealth Management
Georgia
226.655 $ -65.407 $ -892 -22 %
Quent Capital
2021
Quent Capital
New York
226.655 $ -7.846 $ -107 -3 %
Beaumont Financial Advisors
2022
Beaumont Financial Advisors
Massachusetts
226.438 $ -3.006 $ -41 -1 %
DCM
2023
Dudley Capital Management
Virginia
226.366 $ – – –
Storgate
2024
Storgate
Texas
225.572 $ +229.219 $ +3.126 Neu
Ethos Financial Group
2025
Ethos Financial Group
Pennsylvania
225.063 $ -15.619 $ -213 -6 %