|
2026
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$208K
|
-1,111
|
Closed
|
|
|
2027
|
Wealthstar Advisors
Plano,
Texas
|
–
|
-$208K
|
-1,108
|
Closed
|
|
|
2028
|
Everett Harris & Co
Los Angeles,
California
|
–
|
-$207K
|
-1,104
|
Closed
|
|
|
2029
|
Axiom Advisory
San Diego,
California
|
–
|
-$206K
|
-1,101
|
Closed
|
|
|
2030
|
Capital CS Group
Irvine,
California
|
–
|
-$206K
|
-1,100
|
Closed
|
|
|
2031
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$204K
|
-1,092
|
Closed
|
|
|
2032
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
–
|
-$204K
|
-1,089
|
Closed
|
|
|
2033
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$204K
|
-1,088
|
Closed
|
|
|
2034
|
Virginia National Bank
Charlottesville,
Virginia
|
–
|
-$203K
|
-1,085
|
Closed
|
|
|
2035
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$202K
|
-1,078
|
Closed
|
|
|
2036
|
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
–
|
-$202K
|
-1,077
|
Closed
|
|
|
2037
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$201K
|
-1,071
|
Closed
|
|
|
2038
|
Financial Advisory Group
Houston,
Texas
|
–
|
-$209K
|
-857
|
Closed
|
|
|
2039
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$151K
|
-807
|
Closed
|
|
|
2040
|
Dunhill Financial
London,
United Kingdom
|
–
|
-$148K
|
-802
|
Closed
|
|
|
2041
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$150K
|
-800
|
Closed
|
|
|
2042
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$122K
|
-654
|
Closed
|
|
|
2043
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$111K
|
-594
|
Closed
|
|
|
2044
|
Safeguard Financial
Minocqua,
Wisconsin
|
–
|
-$109K
|
-583
|
Closed
|
|
|
2045
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$103K
|
-550
|
Closed
|
|
|
2046
|
Quintet Private Bank (Europe)
Luxembourg
|
–
|
-$78.3K
|
-417
|
Closed
|
|
|
2047
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$75.1K
|
-400
|
Closed
|
|
|
2048
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$66.9K
|
-357
|
Closed
|
|
|
2049
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$57.9K
|
-309
|
Closed
|
|
|
2050
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
–
|
-$39K
|
-210
|
Closed
|
|
