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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
CAC
2001
Core Alternative Capital
Georgia
USD 53.1 k – – –
First PREMIER Bank
2002
First PREMIER Bank
South Dakota
USD 53 k -USD 3.77 k -11 -7%
SWA
2003
Strategic Wealth Advisors
Arizona
USD 53 k – – –
GW&K Investment Management
2004
GW&K Investment Management
Massachusetts
USD 53 k +USD 3.77 k +11 +8%
EWP
2005
Elevation Wealth Partners
California
USD 51.7 k +USD 36.3 k +106 +265%
CMP
2006
Coston McIsaac & Partners
Maine
USD 51 k – – –
Optiver Holding
2007
Optiver Holding
Netherlands
USD 49.6 k -USD 732 k -2,136 -94%
Loomis, Sayles & Company
2008
Loomis, Sayles & Company
Massachusetts
USD 48.9 k +USD 18.5 k +54 +64%
BG
2009
Bollard Group
Massachusetts
USD 48 k +USD 343 +1 +0.7%
Hughes Financial Services
2010
Hughes Financial Services
Virginia
USD 47.8 k +USD 3.77 k +11 +9%
DF
2011
DecisionPoint Financial
Arizona
USD 47.7 k +USD 1.03 k +3 +2%
IMA Advisory Services
2012
IMA Advisory Services
Colorado
USD 47.5 k +USD 38 k +111 +483%
Wealth Enhancement Trust Services
2013
Wealth Enhancement Trust Services
South Dakota
USD 47.1 k +USD 16.4 k +48 +56%
AIS
2014
Advocate Investing Services
Maryland
USD 46.1 k – – –
WAS
2015
Winch Advisory Services
Wisconsin
USD 46 k – – –
Financial Consulate
2016
Financial Consulate
Maryland
USD 44.8 k +USD 343 +1 +0.8%
AFC
2017
Ares Financial Consulting
California
USD 44.6 k +USD 2.06 k +6 +5%
WA
2018
Westfuller Advisors
New York
USD 43.2 k – – –
OAJ
2019
Ogorek Anthony Joseph
New York
USD 43 k – – –
SA
2020
Seneschal Advisors
Washington
USD 42.9 k – – –
PFO
2021
Pioneer Family Office
Florida
USD 42.5 k – – –
SWP
2022
SIMA Wealth Partners
Virginia
USD 42.5 k – – –
Albion Financial Group
2023
Albion Financial Group
Utah
USD 42.5 k +USD 35.6 k +104 +650%
AIM
2024
Access Investment Management
Georgia
USD 42.2 k – – –
HAP
2025
Harbor Asset Planning
Massachusetts
USD 42 k – – –