|
2026
|
Weil Company
San Diego,
California
|
–
|
-$219K
|
-2,899
|
Closed
|
|
|
2027
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$214K
|
-2,833
|
Closed
|
|
|
2028
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
–
|
-$212K
|
-2,812
|
Closed
|
|
|
2029
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$205K
|
-2,716
|
Closed
|
|
|
2030
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$204K
|
-2,711
|
Closed
|
|
|
2031
|
Catalyst Funds Management
Sydney NSW,
Australia
|
–
|
-$204K
|
-2,700
|
Closed
|
|
|
2032
|
Sky Investment Group
Hartford,
Connecticut
|
–
|
-$203K
|
-2,698
|
Closed
|
|
|
2033
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$203K
|
-2,689
|
Closed
|
|
|
2034
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$202K
|
-2,681
|
Closed
|
|
|
2035
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$202K
|
-2,504
|
Closed
|
|
|
2036
|
Clear Investment Research
Alpharetta,
Georgia
|
–
|
-$184K
|
-2,436
|
Closed
|
|
|
2037
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
–
|
-$189K
|
-2,395
|
Closed
|
|
|
2038
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$174K
|
-2,311
|
Closed
|
|
|
2039
|
North Capital
Salt Lake City,
Utah
|
–
|
-$120K
|
-1,591
|
Closed
|
|
|
2040
|
Groupe la Francaise
Paris,
France
|
–
|
-$96.5K
|
-1,500
|
Closed
|
|
|
2041
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$102K
|
-1,358
|
Closed
|
|
|
2042
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$91.5K
|
-1,214
|
Closed
|
|
|
2043
|
Evelyn Partners Investment Management Services
London,
|
–
|
-$87.1K
|
-1,155
|
Closed
|
|
|
2044
|
Rise Advisors
Rochester,
New York
|
–
|
-$86.8K
|
-1,152
|
Closed
|
|
|
2045
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
–
|
-$75.4K
|
-1,000
|
Closed
|
|
|
2046
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$66.9K
|
-887
|
Closed
|
|
|
2047
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
–
|
-$62.8K
|
-833
|
Closed
|
|
|
2048
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$59K
|
-783
|
Closed
|
|
|
2049
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$49.5K
|
-656
|
Closed
|
|
|
2050
|
Park Circle Company
Baltimore,
Maryland
|
–
|
-$45.2K
|
-600
|
Closed
|
|
