We are live on ! Find out more
USB icon

US Bancorp
USB

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Allied Private Wealth
Florida
$7.9K +$7.23K +129 New
FWA
2002
Flagship Wealth Advisors
Massachusetts
$7.4K +$6.84K +122 New
IPS
2003
Investors Portfolio Services
Washington
$6.89K – – –
CFSG
2004
Community Financial Services Group
Vermont
$6.75K – – –
PWA
2005
Principia Wealth Advisory
Texas
$6.58K +$336 +6 +6%
MFP
2006
Meramec Financial Planners
Missouri
$6.35K -$3.25K -58 -37%
PS
2007
Planning Strategies
Pennsylvania
$6.22K +$5.77K +103 New
BH
2008
Burk Holdings
Oklahoma
$6.1K – – –
CWP
2009
Clark Wealth Partners
Illinois
$6.09K – – –
SC
2010
Stance Capital
Massachusetts
$6.04K +$5.6K +100 New
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$5.92K -$11.2K -200 -67%
IAS
2012
IMA Advisory Services
Colorado
$5.85K +$5.38K +96 New
TFM
2013
TFC Financial Management
Massachusetts
$5.8K +$953 +17 +22%
TAP
2014
Tounjian Advisory Partners
Florida
$5.56K -$1.77M -31,564 -100%
DF
2015
Downshift Financial
Colorado
$5.07K +$4.71K +84 New
TCM
2016
TD Capital Management
Tennessee
$5K +$56 +1 +1%
HIW
2017
Holos Integrated Wealth
Pennsylvania
$4.84K – – –
GG
2018
Gleason Group
Kentucky
$4.77K +$4.43K +79 New
FMP
2019
Financial Management Professionals
Texas
$4.69K – – –
CFM
2020
Cornerstone Financial Management
Massachusetts
$4.35K +$1.96K +35 +95%
HIA
2021
HFM Investment Advisors
New Jersey
$3.93K +$1.96K +35 +117%
GFL
2022
Granite FO LLC
New Hampshire
$3.87K – – –
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$3.83K – – –
PJC
2024
Phillip James Consulting
Minnesota
$3.81K – – –
NWS
2025
Nvest Wealth Strategies
Ohio
$3.75K +$504 +9 +17%
79 80
81
82 83