|
2026
|
Van Diest Capital
Poly City,
Iowa
|
–
|
-$214K
|
-2,713
|
Closed
|
|
|
2027
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
–
|
-$208K
|
-2,628
|
Closed
|
|
|
2028
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
–
|
-$207K
|
-2,626
|
Closed
|
|
|
2029
|
HCR Wealth Advisors
Los Angeles,
California
|
–
|
-$206K
|
-2,605
|
Closed
|
|
|
2030
|
Park National Corp
Newark,
Ohio
|
–
|
-$204K
|
-2,582
|
Closed
|
|
|
2031
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$203K
|
-2,572
|
Closed
|
|
|
2032
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$202K
|
-2,365
|
Closed
|
|
|
2033
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$212K
|
-2,316
|
Closed
|
|
|
2034
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$157K
|
-1,991
|
Closed
|
|
|
2035
|
|
–
|
-$97.7K
|
-1,236
|
Closed
|
|
|
2036
|
eCIO Inc
Madison,
Wisconsin
|
–
|
-$74.8K
|
-947
|
Closed
|
|
|
2037
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$67.5K
|
-855
|
Closed
|
|
|
2038
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$45.4K
|
-575
|
Closed
|
|
|
2039
|
Torren Management
San Diego,
California
|
–
|
-$44.5K
|
-563
|
Closed
|
|
|
2040
|
REAP Financial Group
Austin,
Texas
|
–
|
-$39.5K
|
-500
|
Closed
|
|
|
2041
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$31.6K
|
-400
|
Closed
|
|
|
2042
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$7.67K
|
-370
|
Closed
|
|
|
2043
|
Jessup Wealth Management
Dayton,
Ohio
|
–
|
-$26.4K
|
-335
|
Closed
|
|
|
2044
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$19.7K
|
-249
|
Closed
|
|
|
2045
|
Estate Planners Group
Yardley,
Pennsylvania
|
–
|
-$19.3K
|
-245
|
Closed
|
|
|
2046
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$19.2K
|
-243
|
Closed
|
|
|
2047
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
–
|
-$18.3K
|
-232
|
Closed
|
|
|
2048
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$16K
|
-202
|
Closed
|
|
|
2049
|
Garner Asset Management Corp
Plano,
Texas
|
–
|
-$15.8K
|
-200
|
Closed
|
|
|
2050
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
–
|
-$13.7K
|
-174
|
Closed
|
|
