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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2001
D'Orazio & Associates
Virginia
$346K +$22.4K +139 +7%
PA
2002
PFW Advisors
Georgia
$344K -$807 -5 -0.2%
BMA
2003
Brooks Moore & Associates
Tennessee
$344K +$4.03K +25 +1%
FWI
2004
Facet Wealth Inc
Maryland
$344K +$84.7K +525 +33%
JTWM
2005
Jackson Thornton Wealth Management
Alabama
$343K +$235K +1,458 New
WWC
2006
Waypoint Wealth Counsel
Georgia
$343K +$14.8K +92 +5%
TCBWMS
2007
Texas Capital Bank Wealth Management Services
Texas
$343K +$342K +2,118 New
SFG
2008
SNS Financial Group
Minnesota
$342K +$14.5K +90 +4%
NI
2009
Natural Investments
California
$342K -$26.1K -162 -7%
EWA
2010
Evolution Wealth Advisors
Florida
$342K +$26.8K +166 +9%
LA
2011
Legacy Advisors
Pennsylvania
$341K +$340K +2,108 New
VIM
2012
VELA Investment Management
Ohio
$340K +$6.13K +38 +2%
ZIC
2013
ZWJ Investment Counsel
Georgia
$339K -$41.2K -255 -11%
WI
2014
Westbourne Investments
Virginia
$338K +$213K +1,321 New
DI
2015
Disciplined Investments
Oklahoma
$338K -$28.1K -174 -8%
APG
2016
Abacus Planning Group
South Carolina
$338K +$968 +6 +0.3%
KCM
2017
Kanawha Capital Management
Virginia
$337K -$4.03K -25 -1%
AWM
2018
Activest Wealth Management
Florida
$336K +$14.8K +92 +5%
NA
2019
Navellier & Associates
Nevada
$335K +$2.74K +17 +0.8%
IAG
2020
Investment Advisory Group
Massachusetts
$335K +$3.39K +21 +1%
LI
2021
LRI Investments
Florida
$334K +$17.6K +109 +0.5%
BW
2022
BostonPremier Wealth
Massachusetts
$333K – – –
AFA
2023
Allium Financial Advisors
Oregon
$332K -$1.61K -10 -0.5%
BFG
2024
Birch Financial Group
New Hampshire
$332K +$331K +2,050 New
BHIA
2025
Birch Hill Investment Advisors
Massachusetts
$331K -$3.07K -19 -0.9%
79 80
81
82 83