|
2026
|
Forum Private Client Group
Fishers,
Indiana
|
–
|
-$200K
|
-881
|
Closed
|
|
|
2027
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$201K
|
-880
|
Closed
|
|
|
2028
|
New England Professional Planning Group
Westerly,
Rhode Island
|
–
|
-$200K
|
-854
|
Closed
|
|
|
2029
|
|
–
|
-$141K
|
-620
|
Closed
|
|
|
2030
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
–
|
-$139K
|
-612
|
Closed
|
|
|
2031
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$106K
|
-466
|
Closed
|
|
|
2032
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$95K
|
-420
|
Closed
|
|
|
2033
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$81K
|
-358
|
Closed
|
|
|
2034
|
State of Wyoming
Cheyenne,
Wyoming
|
–
|
-$73K
|
-333
|
-99%
|
|
|
2035
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$65K
|
-287
|
Closed
|
|
|
2036
|
Freedman Financial Associates
Peabody,
Massachusetts
|
–
|
-$53K
|
-226
|
Closed
|
|
|
2037
|
Exane Derivatives
Paris,
France
|
–
|
-$44.1K
|
-194
|
Closed
|
|
|
2038
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$40K
|
-175
|
Closed
|
|
|
2039
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
–
|
-$26K
|
-114
|
Closed
|
|
|
2040
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$25K
|
-109
|
Closed
|
|
|
2041
|
Fred Alger Management
New York
|
–
|
-$24K
|
-107
|
Closed
|
|
|
2042
|
SWS Partners
Columbus,
Ohio
|
–
|
-$17K
|
-74
|
Closed
|
|
|
2043
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$12.3K
|
-56
|
Closed
|
|
|
2044
|
Cordant Inc
Portland,
Oregon
|
–
|
-$11K
|
-50
|
Closed
|
|
|
2045
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$9K
|
-38
|
Closed
|
|
|
2046
|
Alaethes Wealth
Glenbrook,
Nevada
|
–
|
-$8K
|
-35
|
Closed
|
|
|
2047
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$3K
|
-11
|
Closed
|
|
|
2048
|
PSI Advisors
Tampa,
Florida
|
–
|
-$1K
|
-6
|
Closed
|
|
|
2049
|
GoalVest Advisory
New York
|
–
|
-$1K
|
-3
|
Closed
|
|
