|
2026
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$252K
|
-3,328
|
Closed
|
|
|
2027
|
Planning Center Inc
Moline,
Illinois
|
–
|
-$244K
|
-3,216
|
Closed
|
|
|
2028
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
–
|
-$240K
|
-3,172
|
Closed
|
|
|
2029
|
Catalyst Financial Partners
Boston,
Massachusetts
|
–
|
-$237K
|
-3,124
|
Closed
|
|
|
2030
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$232K
|
-3,060
|
Closed
|
|
|
2031
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$229K
|
-3,024
|
Closed
|
|
|
2032
|
TFG Advisers
Auburn Hills,
Michigan
|
–
|
-$226K
|
-2,988
|
Closed
|
|
|
2033
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$224K
|
-2,960
|
Closed
|
|
|
2034
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
–
|
-$223K
|
-2,940
|
Closed
|
|
|
2035
|
First National Bank of Omaha
Omaha,
Nebraska
|
–
|
-$216K
|
-2,852
|
Closed
|
|
|
2036
|
Shelton Wealth Management
Fort Worth,
Texas
|
–
|
-$216K
|
-2,844
|
Closed
|
|
|
2037
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
–
|
-$215K
|
-2,832
|
Closed
|
|
|
2038
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$209K
|
-2,764
|
Closed
|
|
|
2039
|
American Financial Advisors
Marietta,
Georgia
|
–
|
-$206K
|
-2,720
|
Closed
|
|
|
2040
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$206K
|
-2,716
|
Closed
|
|
|
2041
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
–
|
-$205K
|
-2,704
|
Closed
|
|
|
2042
|
Fulcrum Capital
Seattle,
Washington
|
–
|
-$203K
|
-2,680
|
Closed
|
|
|
2043
|
Olistico Wealth
Tulsa,
Oklahoma
|
–
|
-$202K
|
-2,664
|
Closed
|
|
|
2044
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$219K
|
-2,656
|
Closed
|
|
|
2045
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
–
|
-$191K
|
-2,520
|
Closed
|
|
|
2046
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$170K
|
-2,240
|
Closed
|
|
|
2047
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$167K
|
-2,204
|
Closed
|
|
|
2048
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$112K
|
-1,476
|
Closed
|
|
|
2049
|
Chesapeake Asset Management
New York
|
–
|
-$104K
|
-1,376
|
Closed
|
|
|
2050
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
–
|
-$97.6K
|
-1,288
|
Closed
|
|
