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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2001
Bison Wealth
Georgia
$574K -$48.8K -249 -7%
AP
2002
Americana Partners
Texas
$573K +$283K +1,443 +72%
JDR
2003
Jay D. Rosenbaum
$571K +$57.2K +292 +9%
WLPWM
2004
Walled Lake Planning & Wealth Management
Illinois
$570K -$25.5K -130 -4%
DCM
2005
Davis Capital Management
Florida
$570K +$669K +3,416 New
WAG
2006
Winthrop Advisory Group
Massachusetts
$569K -$6.85K -35 -1%
CI
2007
CX Institutional
Indiana
$565K +$186K +952 +39%
PFA
2008
Professional Financial Advisors
Nebraska
$563K -$53.4K -273 -9%
OFG
2009
Oxford Financial Group
Indiana
$563K +$660K +3,373 New
DWM
2010
Destination Wealth Management
California
$557K -$95.9K -490 -13%
GI
2011
Glovista Investments
New Jersey
$557K +$654K +3,338 New
BFO
2012
Boston Family Office
Massachusetts
$556K -$9.98K -51 -2%
OI
2013
Oakbrook Investments
Illinois
$555K -$4.46M -22,787 -87%
ATFA
2014
All Terrain Financial Advisors
Minnesota
$555K -$321K -1,640 -33%
BCA
2015
Biltmore Capital Advisors
New Jersey
$555K +$404K +2,065 +164%
AWCI
2016
Alpine Woods Capital Investors
New York
$551K +$646K +3,302 New
HIC
2017
Hartline Investment Corp
Illinois
$550K +$4.89K +25 +0.8%
IIC
2018
Ironwood Investment Counsel
Arizona
$549K +$191K +975 +42%
NFG
2019
Noven Financial Group
Colorado
$545K -$46K -235 -7%
MPPLM
2020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$543K +$31.1K +159 +5%
TIA
2021
Tiemann Investment Advisors
California
$541K -$23.5K -120 -4%
HFA
2022
Huber Financial Advisors
Illinois
$540K +$17.8K +91 +3%
IWAG
2023
Integer Wealth Advisors Group
Georgia
$540K +$74.8K +382 +18%
PFO
2024
Pathstone Family Office
New Jersey
$538K -$31.1K -159 -5%
S
2025
SimplyRich
California
$534K -$284K -1,453 -31%
79 80
81
82 83