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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2001
Private Asset Management
California
$252K +$24.5K +251 +10%
NLP
2002
Next Level Private
New York
$250K -$120K -1,228 -31%
TCMP
2003
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K -$9.47K -97 -3%
ICM
2004
Islay Capital Management
Texas
$250K -$3.32K -34 -1%
SWA
2005
SOA Wealth Advisors
New York
$250K -$1.17K -12 -0.4%
CWM
2006
Chemistry Wealth Management
New York
$250K – – –
NJBEST
2007
New Jersey Better Educational Savings Trust
New Jersey
$250K – – –
TFF
2008
The Family Firm
Maryland
$250K +$8.59K +88 +3%
BTI
2009
Blue Trust Inc
Georgia
$250K +$241K +2,472 New
W
2010
WealthOne
New York
$249K -$14.7K -151 -5%
CWM
2011
CCG Wealth Management
California
$249K -$2.63K -27 -1%
BMO
2012
Beck Mack & Oliver
New York
$249K – – –
CA
2013
Capitolis Advisors
New York
$249K – – –
OFG
2014
Oxford Financial Group
Indiana
$249K +$262K +2,686 New
KPW
2015
Kore Private Wealth
New York
$249K +$263K +2,691 New
RWMH
2016
Riverpoint Wealth Management Holdings
Illinois
$248K +$98 +1 +0%
TFCP
2017
Twin Focus Capital Partners
Massachusetts
$248K +$2.15K +22 +0.8%
ACP
2018
Aveo Capital Partners
Colorado
$247K -$8K -82 -3%
WPA
2019
West Paces Advisors
Georgia
$246K +$14.6K +150 +6%
CCP
2020
Carmel Capital Partners
California
$246K -$9.66K -99 -4%
AWM
2021
Accurate Wealth Management
Florida
$246K -$2.93K -30 -1%
PB
2022
Pinnacle Bancorp
Nebraska
$246K +$14.6K +150 +6%
WFA
2023
WMG Financial Advisors
Tennessee
$245K -$3.9K -40 -1%
MAM
2024
McLean Asset Management
Virginia
$245K +$3.32K +34 +1%
CWG
2025
Crown Wealth Group
North Carolina
$245K +$258K +2,640 New
79 80
81
82 83