|
2026
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$372K
|
-4,220
|
Closed
|
|
|
2027
|
Commonwealth Financial Services
Vienna,
West Virginia
|
–
|
-$338K
|
-3,833
|
Closed
|
|
|
2028
|
|
–
|
-$321K
|
-3,640
|
Closed
|
|
|
2029
|
Capstone Investment Advisors
New York
|
–
|
-$304K
|
-3,279
|
Closed
|
|
|
2030
|
Front Row Advisors
Tiburon,
California
|
–
|
-$289K
|
-3,275
|
Closed
|
|
|
2031
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$285K
|
-3,229
|
Closed
|
|
|
2032
|
Cadence Bank
Tupelo,
Mississippi
|
–
|
-$276K
|
-3,126
|
Closed
|
|
|
2033
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$250K
|
-2,827
|
Closed
|
|
|
2034
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$249K
|
-2,817
|
Closed
|
|
|
2035
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$242K
|
-2,743
|
Closed
|
|
|
2036
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$235K
|
-2,660
|
Closed
|
|
|
2037
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
–
|
-$233K
|
-2,640
|
Closed
|
|
|
2038
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$230K
|
-2,610
|
Closed
|
|
|
2039
|
Rollins Financial
Atlanta,
Georgia
|
–
|
-$228K
|
-2,587
|
Closed
|
|
|
2040
|
|
–
|
-$221K
|
-2,506
|
Closed
|
|
|
2041
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$218K
|
-2,467
|
Closed
|
|
|
2042
|
Dopkins Wealth Management
Williamsville,
New York
|
–
|
-$212K
|
-2,405
|
Closed
|
|
|
2043
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$211K
|
-2,394
|
Closed
|
|
|
2044
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$202K
|
-2,285
|
Closed
|
|
|
2045
|
Verus Capital Partners
Scottsdale,
Arizona
|
–
|
-$202K
|
-2,285
|
Closed
|
|
|
2046
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
–
|
-$202K
|
-2,284
|
Closed
|
|
|
2047
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$143K
|
-1,618
|
Closed
|
|
|
2048
|
West Tower Group
Richmond,
Virginia
|
–
|
-$97.3K
|
-1,103
|
Closed
|
|
|
2049
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$91.5K
|
-1,037
|
Closed
|
|
|
2050
|
Rock Creek Group
Washington,
District of Columbia
|
–
|
-$69.6K
|
-789
|
Closed
|
|
