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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2001
Legacy Wealth Management (Mississippi)
Mississippi
$861K +$763 +5 +0.1%
JMFC
2002
J.M. Forbes & Co
Massachusetts
$861K +$109K +716 +14%
MAG
2003
MRA Advisory Group
New Jersey
$858K +$66.3K +435 +9%
CAM
2004
Covenant Asset Management
New Jersey
$857K +$110K +720 +14%
LWAM
2005
Legacy Wealth Asset Management
Minnesota
$855K -$356K -2,332 -28%
SRAM
2006
Spouting Rock Asset Management
Pennsylvania
$850K -$405K -2,655 -31%
GFS
2007
GYL Financial Synergies
Connecticut
$848K -$46.8K -307 -5%
OF
2008
Outfitter Financial
Maine
$848K – – –
SWMP
2009
Signature Wealth Management Partners
New Jersey
$846K – – –
NAS
2010
Nicolet Advisory Services
Wisconsin
$846K +$88.9K +583 +12%
LWP
2011
Lumature Wealth Partners
Georgia
$845K +$26.7K +175 +3%
SA
2012
SAM Advisors
California
$844K +$915 +6 +0.1%
ERWM
2013
Elk River Wealth Management
Colorado
$843K – – –
PCM
2014
Palisade Capital Management
New Jersey
$841K – – –
WQ
2015
Wealth Quarterback
New Jersey
$840K -$8.85K -58 -1%
VWA
2016
V Wealth Advisors
Kansas
$839K -$87.8K -576 -9%
LIA
2017
LBMC Investment Advisors
Tennessee
$839K – – –
WCA
2018
Westover Capital Advisors
Delaware
$837K -$24.4K -160 -3%
BIM
2019
Bridgecreek Investment Management
Oklahoma
$837K +$4.42K +29 +0.5%
BW
2020
Bison Wealth
Georgia
$837K +$101K +663 +13%
SPA
2021
Shore Point Advisors
New Jersey
$836K – – –
WCG
2022
Weaver Consulting Group
California
$836K +$2.13K +14 +0.2%
BCAM
2023
Boston Common Asset Management
Massachusetts
$833K +$885K +5,800 New
CWA
2024
Consilium Wealth Advisory
Texas
$832K -$46.4K -304 -5%
MTC
2025
Matrix Trust Company
Colorado
$832K +$430K +2,819 +95%
79 80
81
82 83