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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2001
AFT Forsyth & Company
Florida
$2.9M +$66.1K +1,364 +2%
AFM
2002
Andesa Financial Management
Pennsylvania
$2.88M +$363K +7,480 +11%
JFL
2003
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.87M -$168K -3,468 -5%
UTC
2004
Unified Trust Company
Kentucky
$2.87M +$3.53M +72,768 New
SG
2005
StoneX Group
New York
$2.87M +$21.7K +448 +0.6%
MCP
2006
Martin Capital Partners
Oregon
$2.86M +$210K +4,336 +6%
LM
2007
Lincluden Management
Ontario, Canada
$2.86M +$3.51M +72,420 New
WPC
2008
White Pine Capital
Minnesota
$2.85M -$11.6K -240 -0.3%
HAC
2009
Harbor Advisory Corp
New Hampshire
$2.85M -$30.1K -620 -0.9%
SAM
2010
Seelaus Asset Management
New Jersey
$2.84M -$22.7K -468 -0.6%
WAOTB
2011
Wealth Advisors of Tampa Bay
Florida
$2.84M -$201K -4,144 -5%
PD
2012
Planning Directions
Pennsylvania
$2.83M -$495K -10,204 -12%
VC
2013
Voit & Company
Wisconsin
$2.83M +$3.48M +71,684 New
CIAS
2014
Capital Investment Advisory Services
North Carolina
$2.82M +$428K +8,836 +14%
PFO
2015
Pathstone Family Office
New Jersey
$2.81M +$1.03M +21,244 +42%
PK
2016
Pflug Koory
Nebraska
$2.81M +$134K +2,764 +4%
NSB
2017
Norway Savings Bank
Maine
$2.81M +$23.3K +480 +0.7%
CCWA
2018
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$24K -496 -0.7%
FFA
2019
Fragasso Financial Advisors
Pennsylvania
$2.8M +$643K +13,256 +23%
SWMG
2020
Strategic Wealth Management Group
Maryland
$2.79M +$3.43M +70,712 New
DSI
2021
Daiwa SB Investments
Japan
$2.79M +$87.3K +1,800 +3%
EF
2022
Empirical Finance
Pennsylvania
$2.78M -$461K -9,516 -12%
CWA
2023
Clarus Wealth Advisors
Arizona
$2.78M -$196K -4,044 -5%
FDCC
2024
Foster Dykema Cabot & Co
Massachusetts
$2.78M -$50K -1,032 -1%
NJBEST
2025
New Jersey Better Educational Savings Trust
New Jersey
$2.78M -$77.6K -1,600 -2%
79 80
81
82 83