|
2026
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$150K
|
-1,650
|
Closed
|
|
|
2027
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$149K
|
-1,641
|
Closed
|
|
|
2028
|
|
–
|
-$142K
|
-1,561
|
Closed
|
|
|
2029
|
|
–
|
-$130K
|
-1,452
|
Closed
|
|
|
2030
|
Menard Financial Group
Houston,
Texas
|
–
|
-$102K
|
-1,123
|
Closed
|
|
|
2031
|
|
–
|
-$99K
|
-1,090
|
Closed
|
|
|
2032
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
–
|
-$86.9K
|
-956
|
Closed
|
|
|
2033
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$67K
|
-737
|
Closed
|
|
|
2034
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
–
|
-$63.6K
|
-700
|
Closed
|
|
|
2035
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$55K
|
-615
|
Closed
|
|
|
2036
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$55.6K
|
-536
|
Closed
|
|
|
2037
|
Eagle Bay Advisors
New York
|
–
|
-$48.3K
|
-531
|
Closed
|
|
|
2038
|
OFI Invest Asset Management
Paris,
France
|
–
|
-$36K
|
-410
|
Closed
|
|
|
2039
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
–
|
-$36.4K
|
-400
|
Closed
|
|
|
2040
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$26.3K
|
-290
|
Closed
|
|
|
2041
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$21.1K
|
-232
|
Closed
|
|
|
2042
|
MilWealth Group
Milwaukee,
Wisconsin
|
–
|
-$18.2K
|
-200
|
Closed
|
|
|
2043
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$18.2K
|
-200
|
Closed
|
|
|
2044
|
Measured Risk Portfolios
San Diego,
California
|
–
|
-$18K
|
-198
|
Closed
|
|
|
2045
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$15.1K
|
-166
|
Closed
|
|
|
2046
|
Mainstream Capital Management
Los Angeles,
California
|
–
|
-$14.5K
|
-160
|
Closed
|
|
|
2047
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$13.1K
|
-144
|
Closed
|
|
|
2048
|
POM Investment Strategies
Raleigh,
North Carolina
|
–
|
-$9.82K
|
-108
|
Closed
|
|
|
2049
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$7.64K
|
-84
|
Closed
|
|
|
2050
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$7.46K
|
-82
|
Closed
|
|
