|
2026
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
–
|
-$239K
|
-1,341
|
Closed
|
|
|
2027
|
Charles Schwab
San Francisco,
California
|
–
|
-$239K
|
-1,339
|
Closed
|
|
|
2028
|
Bank OZK
Little Rock,
Arkansas
|
–
|
-$239K
|
-1,337
|
Closed
|
|
|
2029
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$235K
|
-1,316
|
Closed
|
|
|
2030
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
–
|
-$233K
|
-1,307
|
Closed
|
|
|
2031
|
|
–
|
-$233K
|
-1,306
|
Closed
|
|
|
2032
|
Wealth Management Solutions
Exton,
Pennsylvania
|
–
|
-$232K
|
-1,299
|
Closed
|
|
|
2033
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$230K
|
-1,291
|
Closed
|
|
|
2034
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$228K
|
-1,278
|
Closed
|
|
|
2035
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$227K
|
-1,272
|
Closed
|
|
|
2036
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$220K
|
-1,234
|
Closed
|
|
|
2037
|
Riggs Asset Management
Dallas,
Pennsylvania
|
–
|
-$220K
|
-1,232
|
Closed
|
|
|
2038
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
–
|
-$218K
|
-1,223
|
Closed
|
|
|
2039
|
Knightsbridge Asset Management
Newport Beach,
California
|
–
|
-$216K
|
-1,209
|
Closed
|
|
|
2040
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
–
|
-$212K
|
-1,190
|
Closed
|
|
|
2041
|
LMCG Investments
Boston,
Massachusetts
|
–
|
-$206K
|
-1,152
|
Closed
|
|
|
2042
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
–
|
-$143K
|
-800
|
Closed
|
|
|
2043
|
Trivant Custom Portfolio Group
San Diego,
California
|
–
|
-$143K
|
-800
|
Closed
|
|
|
2044
|
Cascade Investment Advisors
Oregon City,
Oregon
|
–
|
-$140K
|
-782
|
Closed
|
|
|
2045
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
–
|
-$112K
|
-628
|
Closed
|
|
|
2046
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$91.7K
|
-514
|
Closed
|
|
|
2047
|
New Hampshire Trust
Concord,
New Hampshire
|
–
|
-$60.3K
|
-338
|
Closed
|
|
|
2048
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$38.4K
|
-215
|
Closed
|
|
|
2049
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
–
|
-$30.1K
|
-169
|
Closed
|
|
|
2050
|
Banco de Sabadell
Miami,
Florida
|
–
|
-$29K
|
-164
|
Closed
|
|
