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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2001
Alpine Bank Wealth Management
Colorado
$96.7K -$15.9K -61 -13%
HWM
2002
Hemington Wealth Management
Virginia
$96K -$45.9K -176 -31%
BCM
2003
Boreal Capital Management
Florida
$95.9K -$110K -422 -52%
RA
2004
Rise Advisors
New York
$94.4K +$1.04K +4 +1%
GKIM
2005
GW&K Investment Management
Massachusetts
$94K -$5.74K -22 -5%
FLP
2006
Financial Life Planners
Arizona
$93.8K +$99.1K +380 New
CWM
2007
Crowley Wealth Management
Delaware
$91.2K – – –
NRG
2008
Nemes Rush Group
Michigan
$90.8K -$1.82K -7 -2%
HWA
2009
HHM Wealth Advisors
Tennessee
$88K -$448K -1,720 -83%
AWM
2010
AllSquare Wealth Management
New York
$88K +$11.7K +45 +14%
BAM
2011
Byrne Asset Management
New Jersey
$87.8K -$7.82K -30 -8%
BONH
2012
Bank of New Hampshire
New Hampshire
$86.3K – – –
TCB
2013
Texas Capital Bancshares
Texas
$81.9K -$181K -694 -68%
DFA
2014
DHJJ Financial Advisors
Illinois
$81.4K – – –
HDIM
2015
Hanson & Doremus Investment Management
Vermont
$81K +$13K +50 +18%
POIA
2016
Pin Oak Investment Advisors
Texas
$80.4K – – –
GWSA
2017
Global Wealth Strategies & Associates
Colorado
$77.4K -$10.4K -40 -11%
SL
2018
Salomon & Ludwin
Virginia
$77K +$8.34K +32 +11%
NC
2019
North Capital
Utah
$76.9K +$22.7K +87 +39%
VWA
2020
VSM Wealth Advisory
Maryland
$74.5K – – –
IAS
2021
IMA Advisory Services
Colorado
$74.5K +$16.7K +64 +27%
BCFD
2022
Boit C.F. David
$74K – – –
ETS
2023
ESL Trust Services
New York
$74K – – –
CFG
2024
Clayton Financial Group
Missouri
$71.8K +$75.9K +291 New
RF
2025
Roxbury Financial
New Jersey
$71K -$55.3K -212 -42%
79 80
81
82 83