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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2001
Total Clarity Wealth Management
Illinois
$73K – – –
CSB
2002
City State Bank
Iowa
$73K +$63.8K +175 New
SC
2003
Steph & Co
Wisconsin
$73K +$63.8K +175 New
DWP
2004
Destiny Wealth Partners
Florida
$72K – – –
SWA
2005
Sutton Wealth Advisors
Florida
$70.1K +$364 +1 +0.6%
RF
2006
Robbins Farley
New Hampshire
$70K +$41.9K +115 +209%
FFA
2007
Freedman Financial Associates
Massachusetts
$68K -$3.65K -10 -6%
CWM
2008
Cranbrook Wealth Management
Michigan
$65K -$22.2K -61 -28%
TFS
2009
TrustCore Financial Services
Tennessee
$65K – – –
ACM
2010
Antonetti Capital Management
Florida
$62K – – –
PPWM
2011
PFG Private Wealth Management
Florida
$59K – – –
OAJ
2012
Ogorek Anthony Joseph
New York
$58K – – –
FAG
2013
Fortitude Advisory Group
Washington
$58K +$51.4K +141 New
VCM
2014
Versant Capital Management
Arizona
$54K – – –
SC
2015
Solstein Capital
California
$53K – – –
ICM
2016
Islay Capital Management
Texas
$52K – – –
ARMC
2017
American Research & Management Company
Massachusetts
$51K – – –
AHIA
2018
Andrew Hill Investment Advisors
Florida
$51K +$45.6K +125 New
FWM
2019
Focused Wealth Management
New York
$49K – – –
HDIM
2020
Hanson & Doremus Investment Management
Vermont
$48K +$36.4K +100 +625%
TSWM
2021
Tyler-Stone Wealth Management
Ohio
$48K +$42.3K +116 New
RPCONE
2022
Retirement Planning Company of New England
Rhode Island
$47K +$41.9K +115 New
FPWM
2023
FSB Premier Wealth Management
Iowa
$46K +$40.5K +111 New
WFS
2024
Widmann Financial Services
Maryland
$45K +$39.7K +109 New
SWM
2025
Sugarloaf Wealth Management
Georgia
$43K – – –
79 80
81
82 83