|
2026
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$384K
|
-1,850
|
Closed
|
|
|
2027
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$396K
|
-1,850
|
Closed
|
|
|
2028
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$391K
|
-1,825
|
Closed
|
|
|
2029
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$392K
|
-1,825
|
Closed
|
|
|
2030
|
XXI Wealth LLC
Chicago,
Illinois
|
–
|
-$391K
|
-1,825
|
Closed
|
|
|
2031
|
SummitTX Capital
Fort Worth,
Texas
|
–
|
-$380K
|
-1,775
|
Closed
|
|
|
2032
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
–
|
-$380K
|
-1,775
|
Closed
|
|
|
2033
|
iSAM Funds (UK)
London,
United Kingdom
|
–
|
-$359K
|
-1,675
|
Closed
|
|
|
2034
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$238K
|
-1,650
|
Closed
|
|
|
2035
|
United Bank (Virginia)
Vienna,
Virginia
|
–
|
-$348K
|
-1,625
|
Closed
|
|
|
2036
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$348K
|
-1,625
|
Closed
|
|
|
2037
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$334K
|
-1,550
|
Closed
|
|
|
2038
|
|
–
|
-$327K
|
-1,525
|
Closed
|
|
|
2039
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
–
|
-$321K
|
-1,500
|
Closed
|
|
|
2040
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$304K
|
-1,425
|
Closed
|
|
|
2041
|
Brucke Financial
Indianapolis,
Indiana
|
–
|
-$305K
|
-1,425
|
Closed
|
|
|
2042
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
–
|
-$305K
|
-1,425
|
Closed
|
|
|
2043
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$300K
|
-1,400
|
Closed
|
|
|
2044
|
Counterpoint Mutual Funds
San Diego,
California
|
–
|
-$295K
|
-1,375
|
Closed
|
|
|
2045
|
Elite Life Management
Sarasota,
Florida
|
–
|
-$245K
|
-1,375
|
Closed
|
|
|
2046
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$295K
|
-1,375
|
Closed
|
|
|
2047
|
Parnassus Investments
San Francisco,
California
|
–
|
-$295K
|
-1,375
|
Closed
|
|
|
2048
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$295K
|
-1,375
|
Closed
|
|
|
2049
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$296K
|
-1,375
|
Closed
|
|
|
2050
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$289K
|
-1,350
|
Closed
|
|
