|
2026
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$375K
|
-4,802
|
Closed
|
|
|
2027
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$370K
|
-4,740
|
Closed
|
|
|
2028
|
First Interstate Bank
Billings,
Montana
|
–
|
-$366K
|
-4,690
|
Closed
|
|
|
2029
|
ETF Store
Overland Park,
Kansas
|
–
|
-$363K
|
-4,653
|
Closed
|
|
|
2030
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$341K
|
-4,368
|
Closed
|
|
|
2031
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$321K
|
-4,119
|
Closed
|
|
|
2032
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
–
|
-$320K
|
-4,100
|
Closed
|
|
|
2033
|
Financial Insights
Tacoma,
Washington
|
–
|
-$318K
|
-4,071
|
Closed
|
|
|
2034
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$287K
|
-3,682
|
Closed
|
|
|
2035
|
TCFG Wealth Management
Laguna Niguel,
California
|
–
|
-$283K
|
-3,620
|
Closed
|
|
|
2036
|
FSA Advisors
Troy,
Michigan
|
–
|
-$274K
|
-3,528
|
Closed
|
|
|
2037
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$270K
|
-3,465
|
Closed
|
|
|
2038
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$266K
|
-3,414
|
Closed
|
|
|
2039
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
–
|
-$260K
|
-3,335
|
Closed
|
|
|
2040
|
Catalina Capital Group
Torrance,
California
|
–
|
-$246K
|
-3,155
|
Closed
|
|
|
2041
|
Gill Capital Partners
Denver,
Colorado
|
–
|
-$245K
|
-3,133
|
Closed
|
|
|
2042
|
Emprise Bank
Wichita,
Kansas
|
–
|
-$244K
|
-3,132
|
Closed
|
|
|
2043
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$242K
|
-3,106
|
Closed
|
|
|
2044
|
Calton & Associates
Tampa,
Florida
|
–
|
-$239K
|
-3,057
|
Closed
|
|
|
2045
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$238K
|
-3,049
|
Closed
|
|
|
2046
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
–
|
-$236K
|
-3,023
|
Closed
|
|
|
2047
|
Williams Jones Wealth Management
New York
|
–
|
-$230K
|
-2,942
|
Closed
|
|
|
2048
|
Bellecapital
Zurich,
Switzerland
|
–
|
-$228K
|
-2,920
|
Closed
|
|
|
2049
|
First National Advisers
Omaha,
Nebraska
|
–
|
-$226K
|
-2,900
|
Closed
|
|
|
2050
|
Clifford Swan Investment Counsel
Pasadena,
California
|
–
|
-$225K
|
-2,889
|
Closed
|
|
