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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2001
City State Bank
Iowa
$57K +$2.91K +10 +6%
GGI
2002
Godsey & Gibb Inc
Virginia
$55.2K +$24.7K +85 +90%
RF
2003
Robbins Farley
New Hampshire
$52.5K – – –
RTL
2004
Red Tortoise LLC
Georgia
$50.3K – – –
CSS
2005
Cubist Systematic Strategies
Connecticut
$50K -$766K -2,637 -94%
FMP
2006
Financial Management Professionals
Texas
$48K +$5.52K +19 +14%
FFC
2007
First Financial Corp
Indiana
$47.8K – – –
BIA
2008
Bell Investment Advisors
California
$47.5K +$2.33K +8 +5%
SWA
2009
SOA Wealth Advisors
New York
$47.5K -$2.03K -7 -4%
IUHSA
2010
Itau Unibanco Holding S.A.
Brazil
$46.6K +$43.9K +151 New
ACM
2011
Antonetti Capital Management
Florida
$46.3K – – –
EWM
2012
Endurance Wealth Management
Rhode Island
$46K – – –
SWA
2013
Sutton Wealth Advisors
Florida
$44.4K – – –
QL
2014
Quarry LP
New York
$44.1K -$47.1K -162 -53%
OAJ
2015
Ogorek Anthony Joseph
New York
$43K – – –
EA
2016
Evolution Advisers
Virginia
$39K +$1.16K +4 +3%
DAC
2017
Dividend Assets Capital
South Carolina
$39K +$7.26K +25 +25%
NF
2018
Norwood Financial
Pennsylvania
$38.9K – – –
VNA
2019
Valley National Advisers
Pennsylvania
$37K +$1.45K +5 +4%
FWM
2020
Focused Wealth Management
New York
$36.9K – – –
TSWM
2021
Tyler-Stone Wealth Management
Ohio
$35K +$32.8K +113 New
CA
2022
Crewe Advisors
Utah
$34.3K -$98.8K -340 -75%
MAWCM
2023
Mine & Arao Wealth Creation & Management
California
$32.4K – – –
GM
2024
GeoWealth Management
Illinois
$32K -$1.74K -6 -5%
BC
2025
Barrett & Company
Rhode Island
$30.9K – – –
79 80
81
82 83