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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
CNBT
2001
Cornerstone National Bank & Trust
Illinois
USD 580 k – – –
Garde Capital
2002
Garde Capital
Washington
USD 579 k -USD 4.14 k -10 -0.6%
Headlands Technologies
2003
Headlands Technologies
Illinois
USD 579 k +USD 652 k +1,573 Nuevas
Edge Wealth Management
2004
Edge Wealth Management
New York
USD 578 k – – –
DF Dent & Co
2005
DF Dent & Co
Maryland
USD 577 k – – –
Paladin Advisory Group
2006
Paladin Advisory Group
Iowa
USD 577 k – – –
Wealth Dimensions Group
2007
Wealth Dimensions Group
Ohio
USD 576 k +USD 15.3 k +37 +2%
Stablepoint Partners
2008
Stablepoint Partners
Massachusetts
USD 576 k +USD 10.4 k +25 +2%
Bingham Private Wealth
2009
Bingham Private Wealth
California
USD 575 k +USD 8.28 k +20 +1%
Tempo Wealth
2010
Tempo Wealth
Ohio
USD 575 k -USD 40.6 k -98 -6%
Altiora Financial Group
2011
Altiora Financial Group
Ohio
USD 575 k – – –
Washington Trust Advisors
2012
Washington Trust Advisors
Massachusetts
USD 574 k +USD 22.8 k +55 +4%
Financial Designs
2013
Financial Designs
California
USD 574 k – – –
ASG
2014
Advisory Solutions Group
Minnesota
USD 574 k +USD 645 k +1,557 Nuevas
BIP Wealth
2015
BIP Wealth
Georgia
USD 573 k +USD 2.07 k +5 +0.3%
Blue Zone Wealth Advisors
2016
Blue Zone Wealth Advisors
California
USD 572 k +USD 11.6 k +28 +2%
HHM Wealth Advisors
2017
HHM Wealth Advisors
Tennessee
USD 572 k +USD 4.97 k +12 +0.8%
Caldwell Trust
2018
Caldwell Trust
Florida
USD 571 k -USD 319 k -771 -33%
Keynote Financial Services
2019
Keynote Financial Services
Connecticut
USD 571 k – – –
NCM
2020
NCM Capital Management
New Jersey
USD 571 k – – –
Asset One Wealth Management
2021
Asset One Wealth Management
Washington
USD 570 k -USD 76.6 k -185 -11%
Atlantic Family Wealth
2022
Atlantic Family Wealth
Florida
USD 570 k +USD 30.2 k +73 +5%
WealthPoint Financial
2023
WealthPoint Financial
North Carolina
USD 570 k +USD 75 k +181 +13%
PS
2024
Portfolio Strategies
New York
USD 569 k – – –
Parisi Gray Wealth Management
2025
Parisi Gray Wealth Management
New Jersey
USD 567 k – – –