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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Wealth Architects
California
$422K -$19.9K -60 -4%
MAM
2002
Madison Asset Management
Wisconsin
$422K +$102K +307 +26%
EL
2003
Essex LLC
Illinois
$421K -$13.3K -40 -3%
WTA
2004
Washington Trust Advisors
Massachusetts
$419K -$66.6K -201 -12%
PWP
2005
Pursue Wealth Partners
California
$417K – – –
CMS
2006
Capital Market Strategies
Florida
$416K -$49.7K -150 -9%
MA
2007
MJP Associates
Connecticut
$416K +$1.33K +4 +0.3%
HCM
2008
Horiko Capital Management
New York
$415K -$315K -950 -39%
EWA
2009
ERTS Wealth Advisors
Michigan
$415K -$36.1K -109 -7%
RCA
2010
Ranch Capital Advisors
Florida
$412K +$101K +306 +27%
MSA
2011
Marino Stram & Associates
Massachusetts
$411K +$2.65K +8 +0.6%
CWC
2012
Carolinas Wealth Consulting
North Carolina
$411K +$4.64K +14 +1%
FWP
2013
Firethorn Wealth Partners
Georgia
$409K -$15.6K -47 -3%
CCFM
2014
Clear Creek Financial Management
Washington
$409K -$8.62K -26 -2%
PMFA
2015
Plante Moran Financial Advisors
Michigan
$407K +$331 +1 +0.1%
CPSAC
2016
Chas P. Smith & Associates (CPS)
Florida
$406K -$3.65K -11 -0.8%
PGH
2017
Partners Group Holding
Switzerland
$403K – – –
NJBEST
2018
New Jersey Better Educational Savings Trust
New Jersey
$401K – – –
JJBC
2019
James J. Burns & Company
New York
$401K +$467K +1,410 New
LSA
2020
Lion Street Advisors
Texas
$400K +$20.9K +63 +5%
BWAM
2021
Boyd Watterson Asset Management
Ohio
$399K -$13.3K -40 -3%
FNT
2022
First Nebraska Trust
Nebraska
$398K – – –
NFSG
2023
Newbridge Financial Services Group
Florida
$398K +$46.1K +139 +11%
RCG
2024
Rock Creek Group
District of Columbia
$398K +$47.4K +143 +11%
PIC
2025
Portland Investment Counsel
Ontario, Canada
$396K – – –
79 80
81
82 83