|
2026
|
Private Management Group
Irvine,
California
|
–
|
-$202K
|
-1,833
|
Closed
|
|
|
2027
|
TriaGen Wealth Management
Calabasas,
California
|
–
|
-$202K
|
-1,831
|
Closed
|
|
|
2028
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
–
|
-$201K
|
-1,824
|
Closed
|
|
|
2029
|
Mayfair Advisory Group
Birmingham,
Alabama
|
–
|
-$201K
|
-1,755
|
Closed
|
|
|
2030
|
Stablepoint Partners
Braintree,
Massachusetts
|
–
|
-$204K
|
-1,731
|
Closed
|
|
|
2031
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$123K
|
-1,117
|
Closed
|
|
|
2032
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$118K
|
-1,075
|
Closed
|
|
|
2033
|
|
–
|
-$110K
|
-1,000
|
Closed
|
|
|
2034
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$107K
|
-970
|
Closed
|
|
|
2035
|
Register Financial Advisors
Atlanta,
Georgia
|
–
|
-$97.8K
|
-888
|
Closed
|
|
|
2036
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$73.4K
|
-667
|
Closed
|
|
|
2037
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$63.3K
|
-574
|
Closed
|
|
|
2038
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$64.5K
|
-569
|
Closed
|
|
|
2039
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$60.7K
|
-551
|
Closed
|
|
|
2040
|
Newton One Investments
Newark,
Delaware
|
–
|
-$42.4K
|
-385
|
Closed
|
|
|
2041
|
Timber Creek Capital Management
Boston,
Massachusetts
|
–
|
-$27.5K
|
-250
|
Closed
|
|
|
2042
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$19.7K
|
-183
|
-98%
|
|
|
2043
|
Twin Lakes Capital Management
Redwood Shores,
California
|
–
|
-$18.5K
|
-168
|
Closed
|
|
|
2044
|
Magellan Asset Management
Sydney,
Australia
|
–
|
-$18.3K
|
-166
|
Closed
|
|
|
2045
|
|
–
|
-$15K
|
-140
|
Closed
|
|
|
2046
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$13.8K
|
-125
|
Closed
|
|
|
2047
|
Princeton Global Asset Management
Princeton,
New Jersey
|
–
|
-$12.6K
|
-114
|
Closed
|
|
|
2048
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$12.1K
|
-110
|
Closed
|
|
|
2049
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$11K
|
-100
|
Closed
|
|
|
2050
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
–
|
-$9.58K
|
-87
|
Closed
|
|
