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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2001
Vaughan David Investments
Illinois
$1.24M +$43.3K +1,528 +4%
MFIMFI
2002
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.24M – – –
MAA
2003
Mraz Amerine & Associates
California
$1.23M -$61.1K -2,156 -5%
AA
2004
ALPS Advisors
Colorado
$1.23M +$153K +5,412 +15%
MWM
2005
Modera Wealth Management
New Jersey
$1.23M -$63.7K -2,248 -5%
NBC
2006
Neuberger Berman Canada
Ontario, Canada
$1.22M -$344K -12,136 -22%
TIM
2007
Total Investment Management
Arizona
$1.22M +$1.2M +42,240 New
OFW
2008
Omnia Family Wealth
Florida
$1.22M +$1.2M +42,252 New
WIP
2009
Wellesley Investment Partners
Massachusetts
$1.22M +$144K +5,096 +14%
LC
2010
LCNB Corp
Ohio
$1.22M +$1.2M +42,196 New
JWM
2011
Jacobus Wealth Management
Wisconsin
$1.22M -$98.2K -3,464 -8%
PWMAG
2012
Pinnacle Wealth Management Advisory Group
New Jersey
$1.21M +$116K +4,088 +11%
EA
2013
Emerald Advisers
Pennsylvania
$1.21M +$340 +12 +0%
KFA
2014
Kays Financial Advisory
Georgia
$1.21M +$1.18M +41,756 New
VCM
2015
Versant Capital Management
Arizona
$1.2M -$58.7K -2,072 -5%
RWM
2016
Ritholtz Wealth Management
New York
$1.2M +$1.17M +41,324 New
KL
2017
KWMG LLC
Kansas
$1.2M -$461K -16,252 -28%
RWM
2018
Raffa Wealth Management
District of Columbia
$1.19M +$59.5K +2,100 +5%
TFO
2019
Tarbox Family Office
California
$1.19M +$34.8K +1,228 +3%
BRF
2020
B. Riley Financial
California
$1.19M -$15.2K -536 -1%
MWM
2021
Merriman Wealth Management
Washington
$1.18M -$3.6M -127,056 -76%
WA
2022
WealthTrust-Arizona
Arizona
$1.18M +$23.9K +844 +2%
CI
2023
CAZ Investments
Texas
$1.18M – – –
DCM
2024
Dynamic Capital Management
Jersey
$1.18M -$1.9M -67,064 -62%
B
2025
Bridgeworth
Alabama
$1.17M +$1.11M +39,216 New
79 80
81
82 83