|
2026
|
Wealth Science Advisors
Alpharetta,
Georgia
|
–
|
-$140K
|
-396
|
Closed
|
|
|
2027
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$96.3K
|
-345
|
Closed
|
|
|
2028
|
Triglav Skladi
Ljubljana,
Slovenia
|
–
|
-$96.1K
|
-344
|
Closed
|
|
|
2029
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$91.6K
|
-328
|
Closed
|
|
|
2030
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$89.4K
|
-320
|
Closed
|
|
|
2031
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$80.6K
|
-288
|
Closed
|
|
|
2032
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$69.9K
|
-250
|
Closed
|
|
|
2033
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$60.3K
|
-216
|
Closed
|
|
|
2034
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$58.1K
|
-208
|
Closed
|
|
|
2035
|
|
–
|
-$53.3K
|
-191
|
Closed
|
|
|
2036
|
Entrust Financial
Wayne,
Pennsylvania
|
–
|
-$41.7K
|
-149
|
Closed
|
|
|
2037
|
Aster Capital Management
Dubai,
United Arab Emirates
|
–
|
-$29.2K
|
-145
|
Closed
|
|
|
2038
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$34.1K
|
-122
|
Closed
|
|
|
2039
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$29.4K
|
-105
|
Closed
|
|
|
2040
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$27.1K
|
-97
|
Closed
|
|
|
2041
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$25.4K
|
-91
|
Closed
|
|
|
2042
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$24.9K
|
-89
|
Closed
|
|
|
2043
|
Ravenstone Capital Management
Toronto,
|
–
|
-$23.7K
|
-85
|
Closed
|
|
|
2044
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
–
|
-$17.6K
|
-63
|
Closed
|
|
|
2045
|
WFA of San Diego
San Diego,
California
|
–
|
-$9.81K
|
-35
|
Closed
|
|
|
2046
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$9.49K
|
-34
|
Closed
|
|
|
2047
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$8.94K
|
-32
|
Closed
|
|
|
2048
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$6.42K
|
-23
|
Closed
|
|
|
2049
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$6.14K
|
-22
|
Closed
|
|
|
2050
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$5.58K
|
-20
|
Closed
|
|
