|
2026
|
Oak Harvest Investment Services
Houston,
Texas
|
–
|
-$209K
|
-900
|
Closed
|
|
|
2027
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
–
|
-$208K
|
-900
|
Closed
|
|
|
2028
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2029
|
Foronjy Financial
Santa Barbara,
California
|
–
|
-$202K
|
-875
|
Closed
|
|
|
2030
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2031
|
One Capital Management
Westlake Village,
California
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2032
|
Samalin Investment Counsel
Chappaqua,
New York
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2033
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2034
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2035
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2036
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2037
|
Wharton Business Group
Malvern,
Pennsylvania
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2038
|
Zullo Investment Group
Scranton,
Pennsylvania
|
–
|
-$203K
|
-875
|
Closed
|
|
|
2039
|
Traub Capital Management
Needham,
Massachusetts
|
–
|
-$144K
|
-625
|
Closed
|
|
|
2040
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$115K
|
-500
|
Closed
|
|
|
2041
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$110K
|
-475
|
Closed
|
|
|
2042
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$106K
|
-475
|
Closed
|
|
|
2043
|
Sierra Ocean
Ripon,
California
|
–
|
-$104K
|
-450
|
Closed
|
|
|
2044
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$92.6K
|
-400
|
Closed
|
|
|
2045
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$92.6K
|
-400
|
Closed
|
|
|
2046
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$69.5K
|
-300
|
Closed
|
|
|
2047
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$57.9K
|
-250
|
Closed
|
|
|
2048
|
Berkshire Capital Holdings
San Jose,
California
|
–
|
-$57.9K
|
-250
|
Closed
|
|
|
2049
|
Reyes Financial Architecture
San Diego,
California
|
–
|
-$57.9K
|
-250
|
Closed
|
|
|
2050
|
Briaud Financial Planning
College Station,
Texas
|
–
|
-$52K
|
-225
|
Closed
|
|
