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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2001
Willow Creek Wealth Management
California
$321K – – –
VWM
2002
Valley Wealth Managers
New Jersey
$321K +$26.1K +158 +9%
VCM
2003
Versant Capital Management
Arizona
$320K – – –
FA
2004
Financial Advisors
Massachusetts
$318K +$5.77K +35 +2%
PPW
2005
Pinnacle Private Wealth
Massachusetts
$318K +$315K +1,908 New
EA
2006
Emerald Advisors
Washington
$317K -$142K -862 -31%
BC
2007
Brookfield Corp
Ontario, Canada
$316K +$313K +1,898 New
CIA
2008
Compass Ion Advisors
Pennsylvania
$314K -$3.96K -24 -1%
DAM
2009
Deltec Asset Management
New York
$314K – – –
LFG
2010
Larson Financial Group
Missouri
$314K +$11.2K +68 +4%
WPC
2011
Wedmont Private Capital
Pennsylvania
$314K +$347K +2,101 New
COCM
2012
Charter Oak Capital Management
New Hampshire
$313K -$5.44K -33 -2%
VAM
2013
Vienna Asset Management
California
$312K +$309K +1,874 New
FFWA
2014
FRG Family Wealth Advisors
Washington
$311K +$4.95K +30 +2%
CWS
2015
Cypress Wealth Services
California
$310K +$495 +3 +0.2%
UAS
2016
United Asset Strategies
New York
$310K +$18.6K +113 +6%
WMA
2017
West Michigan Advisors
Michigan
$310K +$307K +1,861 New
BMCM
2018
Bryn Mawr Capital Management
Pennsylvania
$309K +$1.32K +8 +0.4%
WAAG
2019
Wealth Alliance Advisory Group
Kansas
$309K +$6.27K +38 +2%
IIC
2020
Integrated Investment Consultants
Michigan
$309K +$30.2K +183 +11%
FCM
2021
Fairbanks Capital Management
California
$309K +$305K +1,852 New
HCM
2022
Hodges Capital Management
Texas
$308K -$57.7K -350 -16%
BWP
2023
Baldwin Wealth Partners
Massachusetts
$308K -$9.07K -55 -3%
WB
2024
Webster Bank
Connecticut
$308K – – –
PP
2025
PDS Planning
Ohio
$307K +$10.4K +63 +4%
79 80
81
82 83