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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2001
Tarbox Family Office
California
$576K +$223K +4,242 +64%
JFGLC
2002
Johnson Financial Group LLC (Colorado)
Colorado
$574K +$155K +2,941 +37%
NQWM
2003
Northwest Quadrant Wealth Management
Oregon
$573K +$2.05K +39 +0.4%
CWS
2004
Cypress Wealth Services
California
$569K -$70.8K -1,346 -11%
PI
2005
Pettee Investors
Connecticut
$569K – – –
FG
2006
Foster Group
Iowa
$569K +$11.6K +221 +2%
PIA
2007
Powell Investment Advisors
Florida
$568K – – –
WDG
2008
Wealth Dimensions Group
Ohio
$567K -$36.9K -701 -6%
AMM
2009
American Money Management
California
$567K -$6.58K -125 -1%
PTP
2010
Platform Technology Partners
New York
$567K +$563K +10,695 New
AAP
2011
Arax Advisory Partners
Colorado
$566K +$561K +10,673 New
PA
2012
Parkside Advisors
California
$565K – – –
CWP
2013
Capital Wealth Planning
Florida
$563K -$10.6K -202 -2%
CA
2014
CGN Advisors
Kansas
$562K +$39K +741 +8%
B
2015
Brightworth
Georgia
$560K +$24.8K +472 +5%
PP
2016
Patron Partners
Texas
$560K +$45.3K +861 +9%
GC
2017
Gratus Capital
Georgia
$559K -$996K -18,925 -64%
DI
2018
DAGCO Inc
Ohio
$559K -$15.8K -300 -3%
MA
2019
MCF Advisors
Kentucky
$559K +$156K +2,974 +39%
CA
2020
Crumly & Associates
Illinois
$558K +$100K +1,907 +22%
AWP
2021
Ascent Wealth Partners
New York
$558K +$554K +10,537 New
TWI
2022
Thomas White International
Illinois
$556K – – –
PCG
2023
Private Capital Group
Connecticut
$556K +$31.2K +594 +6%
BWP
2024
BSW Wealth Partners
Colorado
$555K -$146K -2,784 -21%
AP
2025
Americana Partners
Texas
$554K +$26.6K +505 +5%
79 80
81
82 83