|
2026
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
–
|
-$226K
|
-2,708
|
Closed
|
|
|
2027
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$201K
|
-2,608
|
Closed
|
|
|
2028
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
–
|
-$204K
|
-2,195
|
Closed
|
|
|
2029
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$147K
|
-2,167
|
Closed
|
|
|
2030
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$144K
|
-2,000
|
Closed
|
|
|
2031
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$114K
|
-1,584
|
Closed
|
|
|
2032
|
Kelleher Financial Advisors
New York
|
–
|
-$101K
|
-1,495
|
Closed
|
|
|
2033
|
Sirios Capital Management
Boston,
Massachusetts
|
–
|
-$108K
|
-1,494
|
Closed
|
|
|
2034
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$99K
|
-1,366
|
Closed
|
|
|
2035
|
AHL Investment Management
Winter Park,
Florida
|
–
|
-$97K
|
-1,350
|
Closed
|
|
|
2036
|
RGT Wealth Advisors
Dallas,
Texas
|
–
|
-$96K
|
-1,336
|
Closed
|
|
|
2037
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$85K
|
-1,180
|
Closed
|
|
|
2038
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$70K
|
-975
|
Closed
|
|
|
2039
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$53K
|
-742
|
Closed
|
|
|
2040
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$49K
|
-679
|
Closed
|
|
|
2041
|
|
–
|
-$35K
|
-481
|
Closed
|
|
|
2042
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
–
|
-$32K
|
-437
|
Closed
|
|
|
2043
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$30K
|
-413
|
Closed
|
|
|
2044
|
Ford Financial Group
Fresno,
California
|
–
|
-$29K
|
-410
|
Closed
|
|
|
2045
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$29K
|
-400
|
Closed
|
|
|
2046
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$20K
|
-280
|
Closed
|
|
|
2047
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
–
|
-$22K
|
-250
|
Closed
|
|
|
2048
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$15K
|
-214
|
Closed
|
|
|
2049
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$14K
|
-200
|
Closed
|
|
|
2050
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$11K
|
-154
|
Closed
|
|
