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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2001
Evermay Wealth Management
Virginia
$446K – – –
CHA
2002
Carmichael Hill & Associates
Maryland
$445K +$8.18K +22 +2%
BOS
2003
Bingham Osborn & Scarborough
California
$444K +$34.2K +92 +8%
T
2004
TRUADVICE
Florida
$442K -$136K -366 -24%
EPA
2005
Element Pointe Advisors
Florida
$441K – – –
XWM
2006
Xcel Wealth Management
Florida
$440K -$1.86K -5 -0.4%
PWM
2007
Prentice Wealth Management
New York
$438K +$80.3K +216 +22%
CL
2008
Choreo LLC
Illinois
$435K – – –
PIM
2009
Profit Investment Management
Maryland
$435K – – –
MFW
2010
Meristem Family Wealth
Minnesota
$435K +$72.5K +195 +20%
FWP
2011
Firethorn Wealth Partners
Georgia
$432K -$11.2K -30 -2%
CIA
2012
Citadel Investment Advisory
Ohio
$431K – – –
CG
2013
Corundum Group
Colorado
$431K +$14.1K +38 +3%
SAMT
2014
Select Asset Management & Trust
Pennsylvania
$428K -$10.8K -29 -2%
LAM
2015
LifePro Asset Management
California
$428K -$4.09K -11 -0.9%
DWP
2016
Destiny Wealth Partners
Florida
$428K – – –
ICP
2017
Interchange Capital Partners
Pennsylvania
$427K -$59.1K -159 -12%
CCM
2018
Crew Capital Management
Ohio
$425K – – –
SPIO
2019
Seven Post Investment Office
California
$425K – – –
WCWM
2020
Willow Creek Wealth Management
California
$425K +$14.5K +39 +3%
NAS
2021
Nicolet Advisory Services
Wisconsin
$425K +$132K +355 +44%
HFM
2022
Hartford Financial Management
Connecticut
$424K – – –
HCP
2023
Hexagon Capital Partners
Arkansas
$424K – – –
HFS
2024
Howard Financial Services
Texas
$422K -$93K -250 -18%
FBFS
2025
First Business Financial Services
Wisconsin
$421K +$110K +295 +34%
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81
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