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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
TCFG Wealth Management
California
$234K -$609 -2 -0.3%
IWA
2002
IVC Wealth Advisors
Pennsylvania
$233K +$26.8K +88 +13%
IAS
2003
Investment Advisory Services
Texas
$233K +$237K +779 New
AAS
2004
Annex Advisory Services
Wisconsin
$232K – – –
TIM
2005
Tortoise Investment Management
New York
$232K -$20.1K -66 -8%
LWM
2006
Lyell Wealth Management
California
$231K – – –
SAM
2007
Sawgrass Asset Management
Florida
$231K +$235K +772 New
GAG
2008
Goodman Advisory Group
Massachusetts
$229K – – –
PWP
2009
Parkwoods Wealth Partners
New York
$229K – – –
DCA
2010
DSG Capital Advisors
Minnesota
$229K – – –
OP
2011
ORG Partners
Indiana
$229K -$27.1K -89 -11%
TP
2012
Tranquility Partners
Tennessee
$228K +$9.44K +31 +4%
SFG
2013
Sunburst Financial Group
Alabama
$228K +$7.92K +26 +4%
PAMG
2014
Patton Albertson Miller Group
Tennessee
$228K +$232K +763 New
JC
2015
JB Capital
Connecticut
$228K +$232K +763 New
CFO
2016
Custos Family Office
Texas
$228K +$232K +762 New
DA
2017
Drake & Associates
Wisconsin
$228K -$914 -3 -0.4%
TWP
2018
Triad Wealth Partners
Kansas
$227K +$21.6K +71 +10%
KFP
2019
KMG Fiduciary Partners
Ohio
$227K +$25K +82 +12%
QFW
2020
QTR Family Wealth
Florida
$225K +$230K +754 New
DI
2021
Disciplined Investors
Texas
$225K – – –
SW
2022
SteelPeak Wealth
California
$224K -$117K -385 -34%
VWA
2023
Visionary Wealth Advisors
Illinois
$224K -$9.14K -30 -4%
HWA
2024
HCR Wealth Advisors
California
$223K – – –
DWM
2025
Darwin Wealth Management
Florida
$223K -$15.8K -52 -7%
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81
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