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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
2001
Live Oak Investment Partners
Texas
$817K – – –
OBWP
2002
O'Brien Wealth Partners
Massachusetts
$817K +$24.4K +143 +4%
IC
2003
Inscription Capital
Texas
$816K +$26.7K +157 +4%
ISWM
2004
Independent Solutions Wealth Management
New York
$816K +$115K +674 +21%
CFO
2005
CVA Family Office
Colorado
$816K +$197K +1,159 +43%
BONST
2006
Bank of Nova Scotia Trust
Ontario, Canada
$815K -$6.13K -36 -0.9%
DP
2007
DDD Partners
Washington
$815K +$341K +2,000 +108%
WP
2008
WMS Partners
Maryland
$815K +$19.9K +117 +3%
TFA
2009
Tranquilli Financial Advisor
New Jersey
$815K -$24.2K -142 -4%
AI
2010
Accredited Investors
Minnesota
$815K +$34.1K +200 +5%
KMWM
2011
Keudell/Morrison Wealth Management
Oregon
$813K +$71.5K +420 +12%
FVWA
2012
Foster Victor Wealth Advisors
South Carolina
$808K +$641K +3,765 New
1SB
2013
1ST Source Bank
Indiana
$807K +$15.5K +91 +2%
DWP
2014
Daymark Wealth Partners
Ohio
$806K +$361K +2,119 +126%
MBT
2015
Montecito Bank & Trust
California
$802K -$43.4K -255 -6%
FFA
2016
Founders Financial Alliance
North Carolina
$802K -$5.96K -35 -0.9%
CPWM
2017
Cypress Point Wealth Management
Texas
$802K – – –
I
2018
InceptionR
California
$799K +$70.7K +415 +12%
CCM
2019
Compton Capital Management
Rhode Island
$799K -$1.13M -6,610 -64%
HCM
2020
Highlander Capital Management
New Jersey
$798K -$8.52K -50 -1%
CWP
2021
Concord Wealth Partners
Virginia
$794K -$30.7K -180 -5%
RSWM
2022
Robertson Stephens Wealth Management
California
$793K -$100K -588 -14%
TW
2023
Towerpoint Wealth
California
$792K +$38.1K +224 +6%
MWM
2024
McNaughton Wealth Management
California
$791K -$9.37K -55 -1%
CA
2025
Crewe Advisors
Utah
$789K -$102K -597 -14%
79 80
81
82 83