|
2026
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
–
|
-$322K
|
-904
|
Closed
|
|
|
2027
|
Oasis Advisors
Forest City,
Iowa
|
–
|
-$313K
|
-880
|
Closed
|
|
|
2028
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$313K
|
-878
|
Closed
|
|
|
2029
|
Scientech Research LLC
Jersey City,
New Jersey
|
–
|
-$302K
|
-849
|
Closed
|
|
|
2030
|
Sage Capital Management
Stockton,
New Jersey
|
–
|
-$302K
|
-845
|
Closed
|
|
|
2031
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$292K
|
-818
|
Closed
|
|
|
2032
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$291K
|
-817
|
Closed
|
|
|
2033
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$290K
|
-815
|
Closed
|
|
|
2034
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$290K
|
-813
|
Closed
|
|
|
2035
|
Mendel Money Management
Northbrook,
Illinois
|
–
|
-$289K
|
-811
|
Closed
|
|
|
2036
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$289K
|
-810
|
Closed
|
|
|
2037
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$288K
|
-808
|
Closed
|
|
|
2038
|
Olympiad Research
Stamford,
Connecticut
|
–
|
-$286K
|
-802
|
Closed
|
|
|
2039
|
CTC Alternative Strategies
Chicago,
Illinois
|
–
|
-$285K
|
-800
|
Closed
|
|
|
2040
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$285K
|
-799
|
Closed
|
|
|
2041
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
–
|
-$283K
|
-795
|
Closed
|
|
|
2042
|
Lexington Hill Partners
Dallas,
Texas
|
–
|
-$267K
|
-750
|
Closed
|
|
|
2043
|
Maridea Wealth Management
Brooklyn,
New York
|
–
|
-$258K
|
-724
|
Closed
|
|
|
2044
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$256K
|
-719
|
Closed
|
|
|
2045
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
–
|
-$251K
|
-705
|
Closed
|
|
|
2046
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$250K
|
-702
|
Closed
|
|
|
2047
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$249K
|
-700
|
Closed
|
|
|
2048
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
–
|
-$247K
|
-695
|
Closed
|
|
|
2049
|
|
–
|
-$243K
|
-681
|
Closed
|
|
|
2050
|
Keeler Thomas Management
Orem,
Utah
|
–
|
-$242K
|
-678
|
Closed
|
|
