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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2001
Trifecta Capital Advisors
Illinois
$116K +$41.6K +200 +58%
TC
2002
Trust Company
Kansas
$114K -$2.91K -14 -3%
TAM
2003
Tucker Asset Management
Colorado
$113K +$50.9K +245 +86%
ACM
2004
Antonetti Capital Management
Florida
$112K -$31K -149 -22%
DAM
2005
Delta Asset Management
Tennessee
$109K – – –
MTIM
2006
Marathon Trading Investment Management
Pennsylvania
$109K -$179K -863 -63%
GC
2007
Gould Capital
Washington
$109K -$10.4K -50 -9%
CP
2008
Castleview Partners
Texas
$107K +$105K +505 New
TFGT
2009
TS Financial Group (TSFG)
Illinois
$107K – – –
DWA
2010
Dougherty Wealth Advisers
Minnesota
$106K – – –
ZB
2011
Zions Bancorporation
Utah
$102K -$16.8K -81 -14%
KLWA
2012
Kelly Lawrence W & Associates
California
$102K – – –
MLA
2013
MB, Levis & Associates
Pennsylvania
$100K – – –
IAS
2014
IMA Advisory Services
Colorado
$99.2K -$151K -728 -61%
PCFFS
2015
Pacific Center for Financial Services
California
$98.6K +$96.4K +464 New
HS
2016
Horan Securities
United States
$97.1K +$19.9K +96 +27%
FMTCOCP
2017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K – – –
WFA
2018
West Financial Advisors
Iowa
$92K – – –
WAS
2019
Winch Advisory Services
Wisconsin
$91K +$9.77K +47 +12%
TCWA
2020
Ten Capital Wealth Advisors
Washington
$90.5K +$30.8K +148 +53%
BG
2021
Bollard Group
Massachusetts
$90K – – –
MAWCM
2022
Mine & Arao Wealth Creation & Management
California
$88.2K – – –
OA
2023
Operose Advisors
Wisconsin
$87.9K -$10.4K -50 -11%
MSFP
2024
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
RFA
2025
Resurgent Financial Advisors
Georgia
$86.9K -$44.7K -215 -34%
79 80
81
82 83