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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2001
North Capital
Utah
$27.6K +$2.37K +5 +9%
MAM
2002
Marquette Asset Management
Minnesota
$27.1K +$27K +57 New
TWD
2003
True Wealth Design
Ohio
$26.8K +$4.73K +10 +22%
KFP
2004
Kerr Financial Planning
California
$25.7K +$28.9K +61 New
NAAA
2005
New Age Alpha Advisors
New York
$25.6K – – –
DWM
2006
Darwin Wealth Management
Florida
$25.5K – – –
FPF
2007
First Pacific Financial
Washington
$25.3K +$947 +2 +4%
HWP
2008
Highline Wealth Partners
California
$24.7K +$8.99K +19 +58%
TFA
2009
Toth Financial Advisory
Virginia
$24.7K – – –
EWM
2010
Evolution Wealth Management
Florida
$23.8K – – –
LI
2011
Louisbourg Investments
New Brunswick, Canada
$23.8K – – –
DWM
2012
Dogwood Wealth Management
Kansas
$23.8K +$4.73K +10 +25%
PWA
2013
Provenance Wealth Advisors
Florida
$22.3K – – –
PCM
2014
Perritt Capital Management
Illinois
$22.2K +$473 +1 +2%
CWM
2015
Cranbrook Wealth Management
Michigan
$21.9K – – –
BFS
2016
Bare Financial Services
Pennsylvania
$21.9K +$4.73K +10 +28%
OPTFSNA
2017
Old Point Trust & Financial Services N A
Virginia
$21.4K – – –
TC
2018
Tacita Capital
Ontario, Canada
$21.4K – – –
IRC
2019
Investors Research Corp
Georgia
$19.5K – – –
SCA
2020
Stuart Chaussee & Associates
California
$19.5K – – –
WWM
2021
Wolff Wiese Magana
California
$19.5K – – –
BFPW
2022
BOK Financial Private Wealth
Colorado
$19.5K +$12.3K +26 +173%
WAG
2023
Wiser Advisor Group
Arizona
$19.4K +$19.4K +41 New
WTA
2024
Washington Trust Advisors
Massachusetts
$19K – – –
LIA
2025
Luken Investment Analytics
Tennessee
$18.5K – – –
79 80
81
82 83