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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
2001
Sonora Investment Management Group
Arizona
$646K +$6.58K +80 +1%
RW
2002
RVW Wealth
California
$645K +$596K +7,240 New
SPWM
2003
Spartan Planning & Wealth Management
North Carolina
$645K +$596K +7,240 New
SIAP
2004
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$644K -$22.2K -270 -4%
LA
2005
Latitude Advisors
Florida
$643K +$8.23K +100 +1%
MLFP
2006
MPS Loria Financial Planners
Illinois
$643K – – –
MP
2007
Moment Partners
California
$642K +$593K +7,200 New
WRPWM
2008
Werba Rubin Papier Wealth Management
California
$641K +$14K +170 +2%
GCA
2009
Gradient Capital Advisors
California
$641K -$3.29K -40 -0.6%
KCPT
2010
Kingstone Capital Partners Texas
Texas
$640K +$591K +7,180 New
IWS
2011
Integrity Wealth Solutions
Colorado
$639K +$164K +1,990 +38%
JCIA
2012
Jackson Creek Investment Advisors
Colorado
$639K -$3.29K -40 -0.6%
KBFS
2013
Kohmann Bosshard Financial Services
Ohio
$638K +$18.1K +220 +3%
NWA
2014
New World Advisors
Massachusetts
$636K -$8.23K -100 -1%
OWM
2015
Opes Wealth Management
California
$635K +$134K +1,630 +30%
TCM
2016
TD Capital Management
Tennessee
$634K -$2.47K -30 -0.4%
HWP
2017
Highline Wealth Partners
California
$633K +$14K +170 +2%
SXL
2018
Summit X LLC
Missouri
$632K +$31.3K +380 +6%
IF
2019
Intrua Financial
Texas
$632K -$100K -1,220 -15%
WHG
2020
Westwood Holdings Group
Texas
$632K – – –
YCG
2021
Yeomans Consulting Group
Georgia
$627K +$165K +2,000 +40%
CP
2022
Castleview Partners
Texas
$627K -$80.7K -980 -12%
TWA
2023
TCI Wealth Advisors
Arizona
$624K +$9.05K +110 +2%
MW
2024
MBL Wealth
North Carolina
$623K +$214K +2,600 +59%
ATFA
2025
All Terrain Financial Advisors
Minnesota
$622K -$12.3K -150 -2%
79 80
81
82 83