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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2001
Vermillion & White Wealth Management Group
Pennsylvania
$1.63K – – –
RWM
2002
Rialto Wealth Management
New York
$1.63K +$1.75K +23 New
FDW
2003
Fourth Dimension Wealth
Ohio
$1.56K -$123K -1,610 -99%
BFS
2004
Bare Financial Services
Pennsylvania
$1.49K +$1.6K +21 New
BWM
2005
Bernard Wealth Management
Michigan
$1.49K +$1.6K +21 New
IMC
2006
Investment Management Corporation
Virginia
$1.42K – – –
CMA
2007
Cedar Mountain Advisors
Oregon
$1.42K – – –
RWM
2008
Ruedi Wealth Management
Illinois
$1.42K – – –
SWC
2009
Spectrum Wealth Counsel
Indiana
$1.42K – – –
BHWM
2010
Bay Harbor Wealth Management
Maryland
$1.42K +$1.52K +20 New
IWP
2011
IAG Wealth Partners
Wisconsin
$1.35K +$1.14K +15 +375%
PWA
2012
Provenance Wealth Advisors
Florida
$1.21K – – –
HHGA
2013
Halbert Hargrove Global Advisors
California
$1.04K +$1.14K +15 New
HC
2014
Hurley Capital
New York
$923 – – –
DWM
2015
Dogwood Wealth Management
Kansas
$923 +$991 +13 New
BIM
2016
Breakwater Investment Management
Washington
$852 – – –
HIA
2017
HFM Investment Advisors
New Jersey
$852 +$915 +12 New
HIW
2018
Holos Integrated Wealth
Pennsylvania
$568 – – –
HWM
2019
HighMark Wealth Management
Minnesota
$430 – – –
LFA
2020
LGT Financial Advisors
Texas
$426 – – –
PCTC
2021
Perkins Coie Trust Company
Washington
$425 +$458 +6 New
TC
2022
Tacita Capital
Ontario, Canada
$355 – – –
BMC
2023
Bear Mountain Capital
Washington
$347 +$381 +5 New
GA
2024
GoalVest Advisory
New York
$213 +$229 +3 New
GWMI
2025
Guardian Wealth Management (Illinois)
Illinois
$35 – – –
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