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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2001
First Command Financial Services
Texas
$688K +$85.9K +648 +15%
CYG
2002
Clean Yield Group
Vermont
$687K -$663 -5 -0.1%
AA
2003
ALPS Advisors
Colorado
$687K +$652K +4,918 New
WOC
2004
West Oak Capital
California
$686K +$10.7K +81 +2%
BWA
2005
Burt Wealth Advisors
Maryland
$683K -$39.8K -300 -6%
AFNAS
2006
American Financial Network Advisory Services
California
$681K -$41.9K -316 -6%
TFGT
2007
TS Financial Group (TSFG)
Illinois
$681K +$47.1K +355 +8%
LW
2008
Linscomb Wealth
Texas
$679K +$5.97K +45 +0.9%
WA
2009
Wheatland Advisors
Pennsylvania
$679K +$79.6K +600 +14%
EMB
2010
Elefante Mark B
$677K +$110K +830 +21%
RIS
2011
Retirement Income Solutions
Michigan
$676K – – –
PCFFS
2012
Pacific Center for Financial Services
California
$675K – – –
GCC
2013
Guardian Capital (Canada)
Ontario, Canada
$674K +$75.6K +570 +13%
TIA
2014
Tiemann Investment Advisors
California
$673K -$14.6K -110 -2%
NAM
2015
NorthCoast Asset Management
Connecticut
$671K +$67.2K +507 +12%
BHA
2016
Beech Hill Advisors
New York
$670K -$318K -2,400 -33%
SBA
2017
Secrest Blakey & Associates
North Carolina
$669K +$9.68K +73 +2%
AA
2018
Apriem Advisors
California
$667K +$42.2K +318 +7%
CHAM
2019
Clear Harbor Asset Management
Connecticut
$666K +$1.99K +15 +0.3%
W
2020
Wealthquest
Ohio
$666K +$10.1K +76 +2%
VA
2021
Valmark Advisers
Ohio
$664K -$45.4K -342 -7%
OC
2022
Oarsman Capital
Wisconsin
$663K +$14.2K +107 +2%
HCM
2023
Horan Capital Management
Maryland
$661K -$18.6K -140 -3%
TCM
2024
Tradewinds Capital Management
Washington
$658K -$35.3K -266 -5%
SSA
2025
South Street Advisors
New York
$658K – – –
79 80
81
82 83