|
2026
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
–
|
-$266K
|
-3,651
|
Closed
|
|
|
2027
|
Northeast Financial Consultants
Westport,
Connecticut
|
–
|
-$251K
|
-3,427
|
Closed
|
|
|
2028
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$243K
|
-3,319
|
Closed
|
|
|
2029
|
Boothbay Fund Management
New York
|
–
|
-$242K
|
-3,300
|
Closed
|
|
|
2030
|
Bourne Lent Asset Management
Pawling,
New York
|
–
|
-$227K
|
-3,090
|
Closed
|
|
|
2031
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$225K
|
-3,070
|
Closed
|
|
|
2032
|
Rafferty Asset Management
New York
|
–
|
-$222K
|
-3,020
|
Closed
|
|
|
2033
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$212K
|
-2,885
|
Closed
|
|
|
2034
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$210K
|
-2,859
|
Closed
|
|
|
2035
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
–
|
-$208K
|
-2,834
|
Closed
|
|
|
2036
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$206K
|
-2,813
|
Closed
|
|
|
2037
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$203K
|
-2,764
|
Closed
|
|
|
2038
|
Wedge Capital Management
Charlotte,
North Carolina
|
–
|
-$202K
|
-2,756
|
Closed
|
|
|
2039
|
SKBA Capital Management
San Francisco,
California
|
–
|
-$202K
|
-2,750
|
Closed
|
|
|
2040
|
Osterweis Capital Management
San Francisco,
California
|
–
|
-$201K
|
-2,745
|
Closed
|
|
|
2041
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$155K
|
-2,115
|
Closed
|
|
|
2042
|
JOYN Advisors
Atlanta,
Georgia
|
–
|
-$149K
|
-2,031
|
Closed
|
|
|
2043
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$120K
|
-1,632
|
Closed
|
|
|
2044
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$101K
|
-1,375
|
Closed
|
|
|
2045
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$87K
|
-1,179
|
Closed
|
|
|
2046
|
Arlington Partners
Birmingham,
Alabama
|
–
|
-$74K
|
-1,002
|
Closed
|
|
|
2047
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
–
|
-$54K
|
-734
|
Closed
|
|
|
2048
|
Centerpoint Advisors
Needham,
Massachusetts
|
–
|
-$46K
|
-628
|
Closed
|
|
|
2049
|
Iron Gate Global Advisors
Nsl,
Utah
|
–
|
-$45K
|
-618
|
Closed
|
|
|
2050
|
Signature Wealth Management Group
Atlanta,
Georgia
|
–
|
-$40K
|
-589
|
Closed
|
|
