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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2001
Mosaic Family Wealth Partners
Missouri
$787K – – –
ARC
2002
Advisor Resource Council
Texas
$786K +$795K +15,565 New
FAFN
2003
First Affirmative Financial Network
Colorado
$786K +$54.3K +1,062 +7%
SBF
2004
Sara-Bay Financial
Florida
$783K -$10.4K -204 -1%
LCM
2005
LCM Capital Management
Illinois
$782K -$2.66K -52 -0.3%
VCM
2006
Vivaldi Capital Management
Illinois
$781K +$85.7K +1,677 +12%
SSA
2007
Schonfeld Strategic Advisors
New York
$780K -$5.74M -112,329 -88%
SAA
2008
Southeast Asset Advisors
Georgia
$780K -$14.2K -278 -2%
ZIG
2009
Zullo Investment Group
Pennsylvania
$780K +$193K +3,785 +32%
BA
2010
Bristlecone Advisors
Washington
$777K – – –
APA
2011
Astoria Portfolio Advisors
New York
$776K +$21.5K +420 +3%
LOIP
2012
Live Oak Investment Partners
Texas
$776K – – –
FFO
2013
Fiduciary Family Office
Florida
$775K +$784K +15,336 New
WA
2014
Wealth Architects
California
$773K -$8.43K -165 -1%
SF
2015
Symphony Financial
Texas
$773K -$69K -1,351 -8%
SLT
2016
St Louis Trust
Missouri
$772K +$45.1K +883 +6%
HCP
2017
Hexagon Capital Partners
Arkansas
$772K +$18.3K +358 +2%
TWD
2018
True Wealth Design
Ohio
$771K +$5.21K +102 +0.7%
MIM
2019
Morningstar Investment Management
Illinois
$770K +$81.7K +1,600 +12%
GAAM
2020
Guinness Atkinson Asset Management
California
$770K -$22.8K -447 -3%
CCWA
2021
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$768K +$40.9K +801 +6%
RA
2022
Rational Advisors
New York
$768K +$409 +8 +0.1%
AC
2023
Avestar Capital
New York
$768K +$203K +3,982 +35%
HCP
2024
Holt Capital Partners
Texas
$768K – – –
IPAM
2025
Investment Partners Asset Management
New Jersey
$764K +$772K +15,119 New
79 80
81
82 83