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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$608K -$81.6K -1,451 -12%
SFG
2002
Sowa Financial Group
Rhode Island
$607K +$844 +15 +0.1%
PCP
2003
Proficio Capital Partners
Massachusetts
$604K -$19.3K -343 -3%
AWA
2004
Acorn Wealth Advisors
Michigan
$602K +$26.7K +475 +5%
PCFFS
2005
Pacific Center for Financial Services
California
$602K +$54K +960 +10%
WA
2006
Wealth Architects
California
$600K +$35.6K +633 +6%
EAM
2007
Evanson Asset Management
California
$599K +$10K +178 +2%
RWM
2008
Ritholtz Wealth Management
New York
$599K +$152K +2,707 +33%
DCM
2009
Dimension Capital Management
Florida
$597K +$35K +622 +6%
FCFC
2010
First Citizens Financial Corp
Iowa
$595K -$11.5K -204 -2%
TI
2011
Trexquant Investment
Connecticut
$595K +$607K +10,784 New
LWA
2012
Lineweaver Wealth Advisors
Ohio
$592K +$115K +2,046 +24%
C
2013
Certuity
Florida
$591K -$232K -4,121 -28%
ACA
2014
Atlas Capital Advisors
Wyoming
$589K -$30.1K -535 -5%
FC
2015
Financial Consulate
Maryland
$588K +$22.7K +403 +4%
CCA
2016
Column Capital Advisors
Indiana
$587K +$563 +10 +0.1%
TF
2017
TimeScale Financial
Massachusetts
$584K -$8.72K -155 -1%
SIC
2018
Shoker Investment Counsel
Ohio
$584K +$11.6K +207 +2%
CWM
2019
Confluence Wealth Management
Oregon
$583K +$10.9K +193 +2%
CFG
2020
Cooper Financial Group
California
$583K +$62.8K +1,116 +12%
GAG
2021
GM Advisory Group
New York
$583K +$77K +1,368 +15%
HIM
2022
Hotaling Investment Management
Pennsylvania
$581K +$32.1K +570 +6%
NPF
2023
Norris Perne & French
Michigan
$580K +$1.41K +25 +0.2%
BLAM
2024
Bourne Lent Asset Management
New York
$579K – – –
PWAG
2025
Polaris Wealth Advisory Group
California
$579K +$19.4K +344 +3%
79 80
81
82 83