|
2026
|
Jennison Associates
New York
|
–
|
-$221K
|
-2,927
|
Closed
|
|
|
2027
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$207K
|
-2,740
|
Closed
|
|
|
2028
|
First Community Trust
Dubuque,
Iowa
|
–
|
-$185K
|
-2,442
|
Closed
|
|
|
2029
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$178K
|
-2,355
|
Closed
|
|
|
2030
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$177K
|
-2,345
|
Closed
|
|
|
2031
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$177K
|
-2,260
|
Closed
|
|
|
2032
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$131K
|
-1,729
|
Closed
|
|
|
2033
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$127K
|
-1,686
|
Closed
|
|
|
2034
|
Bruce G. Allen Investments
Denver,
Colorado
|
–
|
-$119K
|
-1,576
|
Closed
|
|
|
2035
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
–
|
-$111K
|
-1,462
|
Closed
|
|
|
2036
|
Pineridge Advisors
St. Charles,
Missouri
|
–
|
-$102K
|
-1,353
|
Closed
|
|
|
2037
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$78.8K
|
-1,042
|
Closed
|
|
|
2038
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
–
|
-$76.7K
|
-1,015
|
Closed
|
|
|
2039
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
–
|
-$67.6K
|
-894
|
Closed
|
|
|
2040
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$52K
|
-688
|
Closed
|
|
|
2041
|
Endeavor Private Wealth
Topeka,
Kansas
|
–
|
-$49.2K
|
-651
|
Closed
|
|
|
2042
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$51.3K
|
-613
|
Closed
|
|
|
2043
|
Alexis Investment Partners
Montgomery,
Texas
|
–
|
-$45.3K
|
-599
|
Closed
|
|
|
2044
|
Wood Tarver Financial Group
Boise,
Idaho
|
–
|
-$44K
|
-590
|
Closed
|
|
|
2045
|
Nemes Rush Group
Novi,
Michigan
|
–
|
-$22.8K
|
-301
|
Closed
|
|
|
2046
|
FNY Investment Advisers
New York
|
–
|
-$22K
|
-300
|
Closed
|
|
|
2047
|
Briaud Financial Planning
College Station,
Texas
|
–
|
-$22K
|
-296
|
Closed
|
|
|
2048
|
EnRich Financial Partners
Madison,
Wisconsin
|
–
|
-$20.6K
|
-273
|
Closed
|
|
|
2049
|
Rise Advisors
Rochester,
New York
|
–
|
-$19.1K
|
-253
|
Closed
|
|
|
2050
|
Eagle Bay Advisors
New York
|
–
|
-$16.9K
|
-224
|
Closed
|
|
