|
2026
|
First Bankers Trust
Louisville,
Kentucky
|
–
|
-$259K
|
-1,191
|
Closed
|
|
|
2027
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$259K
|
-1,188
|
Closed
|
|
|
2028
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$247K
|
-1,137
|
Closed
|
|
|
2029
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$246K
|
-1,130
|
Closed
|
|
|
2030
|
Granite Investment Advisors
Concord,
New Hampshire
|
–
|
-$246K
|
-1,130
|
Closed
|
|
|
2031
|
QCI Asset Management
Pittsford,
New York
|
–
|
-$244K
|
-1,122
|
Closed
|
|
|
2032
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$234K
|
-1,075
|
Closed
|
|
|
2033
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$227K
|
-1,047
|
Closed
|
|
|
2034
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$226K
|
-1,036
|
Closed
|
|
|
2035
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$225K
|
-1,033
|
Closed
|
|
|
2036
|
Reitz Capital Advisors
Freeland,
Michigan
|
–
|
-$223K
|
-1,025
|
Closed
|
|
|
2037
|
Salem Capital Management
Woburn,
Massachusetts
|
–
|
-$221K
|
-1,016
|
Closed
|
|
|
2038
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$221K
|
-1,015
|
Closed
|
|
|
2039
|
Bigelow Investment Advisors
Portland,
Maine
|
–
|
-$220K
|
-1,013
|
Closed
|
|
|
2040
|
Joel Isaacson & Co
New York
|
–
|
-$220K
|
-1,011
|
Closed
|
|
|
2041
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$219K
|
-1,006
|
Closed
|
|
|
2042
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
–
|
-$219K
|
-1,006
|
Closed
|
|
|
2043
|
Ifrah Financial Services
Little Rock,
Arkansas
|
–
|
-$218K
|
-1,001
|
Closed
|
|
|
2044
|
Azzad Asset Management
Falls Church,
Virginia
|
–
|
-$218K
|
-1,000
|
Closed
|
|
|
2045
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$218K
|
-1,000
|
Closed
|
|
|
2046
|
Cubic Asset Management
Boston,
Massachusetts
|
–
|
-$218K
|
-1,000
|
Closed
|
|
|
2047
|
Somerset Group
Wayzata,
Minnesota
|
–
|
-$218K
|
-1,000
|
Closed
|
|
|
2048
|
S&T Bank
Indiana,
Pennsylvania
|
–
|
-$217K
|
-999
|
Closed
|
|
|
2049
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$212K
|
-975
|
Closed
|
|
|
2050
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$212K
|
-974
|
Closed
|
|
