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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Atlantic Private Wealth
North Carolina
$20.5K +$18.4K +150 New
RAM
2002
Riggs Asset Management
Pennsylvania
$20K – – –
NECFA
2003
New England Capital Financial Advisors
Connecticut
$19.8K – – –
WWM
2004
Wolff Wiese Magana
California
$19.8K – – –
BIA
2005
Bell Investment Advisors
California
$19.7K +$979 +8 +6%
TFGT
2006
TS Financial Group (TSFG)
Illinois
$19K – – –
MIFH
2007
Migdal Insurance & Financial Holdings
Israel
$19K +$8.32K +68 +92%
HGERS
2008
Householder Group Estate & Retirement Specialist
Arizona
$18K -$12.5K -102 -43%
WAG
2009
Wiser Advisor Group
Arizona
$18K +$122 +1 +0.8%
CA
2010
Continuum Advisory
Idaho
$17.8K +$9.67K +79 +141%
ZB
2011
Zions Bancorporation
Utah
$17.2K -$7.34K -60 -32%
OWP
2012
ORG Wealth Partners
Texas
$16.5K +$14.8K +121 New
AWM
2013
Atticus Wealth Management
Florida
$16.4K -$367 -3 -2%
CPG
2014
Cornerstone Planning Group
New Jersey
$16K -$91.2K -745 -86%
AW
2015
Avion Wealth
Texas
$16K +$979 +8 +7%
SFFS
2016
Stonehage Fleming Financial Services
Jersey
$15.7K – – –
MCA
2017
Maryland Capital Advisors
Maryland
$15.6K – – –
DWM
2018
Darwin Wealth Management
Florida
$15.4K +$13.8K +113 New
HI
2019
Hoey Investments
Pennsylvania
$14.6K – – –
RFG
2020
REAP Financial Group
Texas
$14.6K -$4.16K -34 -24%
CWM
2021
CarsonAllaria Wealth Management
Illinois
$14.2K +$122 +1 +1%
CAM
2022
Creekmur Asset Management
Illinois
$14.1K +$122 +1 +1%
MTC
2023
Matrix Trust Company
Colorado
$14K +$12.9K +105 New
RAM
2024
Ramirez Asset Management
New York
$13.7K -$24.5K -200 -67%
DFA
2025
DHJJ Financial Advisors
Illinois
$13.7K -$4.77K -39 -28%
79 80
81
82 83