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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
Stonehearth Capital Management
Massachusetts
$255K +$3.9K +40 +1%
NAMM
2002
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K – – –
ES
2003
ETF Store
Kansas
$254K -$9.17K -94 -3%
DCM
2004
Deuterium Capital Management
Florida
$254K – – –
BCMO
2005
Buckingham Capital Management (Ohio)
Ohio
$253K -$11.7K -120 -4%
AL
2006
Aspiriant LLC
California
$253K -$8.69K -89 -3%
ST
2007
Somerset Trust
Pennsylvania
$252K +$5.27K +54 +2%
PAM
2008
Private Asset Management
California
$252K +$24.5K +251 +10%
NLP
2009
Next Level Private
New York
$250K -$120K -1,228 -31%
TCMP
2010
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K -$9.47K -97 -3%
ICM
2011
Islay Capital Management
Texas
$250K -$3.32K -34 -1%
SWA
2012
SOA Wealth Advisors
New York
$250K -$1.17K -12 -0.4%
CWM
2013
Chemistry Wealth Management
New York
$250K – – –
NJBEST
2014
New Jersey Better Educational Savings Trust
New Jersey
$250K – – –
TFF
2015
The Family Firm
Maryland
$250K +$8.59K +88 +3%
BTI
2016
Blue Trust Inc
Georgia
$250K +$241K +2,472 New
W
2017
WealthOne
New York
$249K -$14.7K -151 -5%
CWM
2018
CCG Wealth Management
California
$249K -$2.63K -27 -1%
BMO
2019
Beck Mack & Oliver
New York
$249K – – –
CA
2020
Capitolis Advisors
New York
$249K – – –
OFG
2021
Oxford Financial Group
Indiana
$249K +$262K +2,686 New
KPW
2022
Kore Private Wealth
New York
$249K +$263K +2,691 New
RWMH
2023
Riverpoint Wealth Management Holdings
Illinois
$248K +$98 +1 +0%
TFCP
2024
Twin Focus Capital Partners
Massachusetts
$248K +$2.15K +22 +0.8%
ACP
2025
Aveo Capital Partners
Colorado
$247K -$8K -82 -3%
79 80
81
82 83