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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1976
Investors Research Corp
Georgia
$46K – – –
CWP
1977
Concord Wealth Partners
Virginia
$45K -$47.5K -213 -51%
CFG
1978
CKW Financial Group
Hawaii
$45K -$6.69K -30 -13%
FPB
1979
First PREMIER Bank
South Dakota
$45K – – –
AssetMark Inc
1980
AssetMark Inc
California
$45K +$223 +1 +0.5%
SFO
1981
Standard Family Office
South Dakota
$44K -$5.35K -24 -11%
FEG
1982
Financial Enhancement Group
Indiana
$44K -$1.11K -5 -2%
MAM
1983
Marquette Asset Management
Minnesota
$44K – – –
SA
1984
SRH Advisors
Kansas
$44K – – –
WFA
1985
West Financial Advisors
Iowa
$44K +$44.6K +200 New
AA
1986
Addison Advisors
Vermont
$43K +$1.34K +6 +3%
WPA
1987
West Paces Advisors
Georgia
$42.9K – – –
PFA
1988
Professional Financial Advisors
Nebraska
$40K – – –
SGAM
1989
Smith Group Asset Management
Texas
$40K – – –
CTC (Chicago Trading Company)
1990
CTC (Chicago Trading Company)
Illinois
$36.1K +$13.8K +62 +61%
AWM
1991
Activest Wealth Management
Florida
$36K -$25.9K -116 -41%
TIM
1992
Tortoise Investment Management
New York
$36K – – –
CQS
1993
Credential Qtrade Securities
$35.2K – – –
CAM
1994
CenterStar Asset Management
Illinois
$35K – – –
CB
1995
CNB Bank
Pennsylvania
$35K – – –
TCWA
1996
Ten Capital Wealth Advisors
Washington
$33K -$376K -1,685 -92%
AFG
1997
Albion Financial Group
Utah
$31K – – –
RA
1998
Resolute Advisors
California
$30K – – –
RAM
1999
Riggs Asset Management
Pennsylvania
$30K +$5.58K +25 +23%
DWMG
2000
DB Wealth Management Group
California
$29K – – –