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Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
2001
Richard W. Paul & Associates
Michigan
$998K +$32.9K +305 +3%
FPF
2002
First Pacific Financial
Washington
$997K -$101K -937 -9%
CWM
2003
Connecticut Wealth Management
Connecticut
$995K +$344K +3,196 +49%
AIC
2004
Argus Investors Counsel
New York
$991K +$35.9K +333 +4%
RWA
2005
Redhawk Wealth Advisors
Minnesota
$991K -$34.1K -316 -3%
QC
2006
Quent Capital
New York
$988K +$90.2K +837 +10%
NIC
2007
Northwest Investment Counselors
Oregon
$988K +$76.7K +712 +8%
QT
2008
Quantamental Technologies
New York
$988K +$1.03M +9,594 New
APC
2009
Aspire Private Capital
North Carolina
$986K +$40.9K +379 +4%
RFG
2010
RFP Financial Group
Georgia
$984K -$3.77K -35 -0.4%
FBB
2011
Fulton Breakefield Broenniman
Maryland
$983K -$10.7K -99 -1%
CW
2012
CreativeOne Wealth
Kansas
$981K -$3.28M -30,406 -76%
FHC
2013
First Heartland Consultants
Missouri
$980K +$24.1K +224 +2%
LRPA
2014
L. Roy Papp & Associates
Arizona
$978K +$2.26K +21 +0.2%
HP
2015
Hilltop Partners
Indiana
$977K +$313K +2,902 +44%
MLA
2016
My Legacy Advisors
Oregon
$976K +$25K +232 +2%
FFN
2017
Focus Financial Network
Minnesota
$976K -$35.4K -328 -3%
OL
2018
Optas LLC
Texas
$975K +$43.5K +404 +4%
MMG
2019
Monetary Management Group
Missouri
$973K -$48.5K -450 -5%
CS
2020
Capital Square
Tennessee
$973K -$5.17K -48 -0.5%
SFG
2021
Sather Financial Group
Texas
$973K -$25.2K -234 -2%
APA
2022
Astoria Portfolio Advisors
New York
$971K -$105K -973 -10%
PC
2023
Port Capital
Illinois
$968K +$6.14K +57 +0.6%
FFA
2024
Farther Finance Advisors
California
$967K +$439K +4,072 +76%
BFW
2025
Brady Family Wealth
Missouri
$966K -$539 -5 -0.1%