|
2026
|
JMAC Enterprises
Newtown,
Pennsylvania
|
–
|
-$610K
|
-8,990
|
Closed
|
|
|
2027
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
–
|
-$603K
|
-8,889
|
Closed
|
|
|
2028
|
Financial Harvest
Winter Park,
Florida
|
–
|
-$240K
|
-8,537
|
Closed
|
|
|
2029
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$494K
|
-7,282
|
Closed
|
|
|
2030
|
Schonfeld Strategic Advisors
New York
|
–
|
-$490K
|
-7,226
|
Closed
|
|
|
2031
|
McDaniel Terry & Co
Austin,
Texas
|
–
|
-$472K
|
-6,960
|
Closed
|
|
|
2032
|
Westmount Partners
Los Angeles,
California
|
–
|
-$460K
|
-6,781
|
Closed
|
|
|
2033
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$450K
|
-6,657
|
Closed
|
|
|
2034
|
AdvisorShares Investments
Bethesda,
Maryland
|
–
|
-$440K
|
-6,500
|
Closed
|
|
|
2035
|
C2C Wealth Management
Scottsdale,
Arizona
|
–
|
-$431K
|
-6,359
|
Closed
|
|
|
2036
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
–
|
-$414K
|
-6,098
|
Closed
|
|
|
2037
|
Oxford Asset Management
Oxford,
United Kingdom
|
–
|
-$397K
|
-5,850
|
Closed
|
|
|
2038
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$392K
|
-5,784
|
Closed
|
|
|
2039
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$392K
|
-5,779
|
Closed
|
|
|
2040
|
Integrity Alliance
Urbandale,
Iowa
|
–
|
-$390K
|
-5,748
|
Closed
|
|
|
2041
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$373K
|
-5,491
|
Closed
|
|
|
2042
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$362K
|
-5,340
|
Closed
|
|
|
2043
|
Atlas Legacy Advisors
Los Angeles,
California
|
–
|
-$352K
|
-5,183
|
Closed
|
|
|
2044
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$324K
|
-4,781
|
Closed
|
|
|
2045
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
–
|
-$323K
|
-4,753
|
Closed
|
|
|
2046
|
Alteri Wealth
Westlake Village,
California
|
–
|
-$303K
|
-4,463
|
Closed
|
|
|
2047
|
Defined Financial Planning
San Rafael,
California
|
–
|
-$300K
|
-4,434
|
Closed
|
|
|
2048
|
Claris Financial
Glen Allen,
Virginia
|
–
|
-$251K
|
-4,207
|
Closed
|
|
|
2049
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$283K
|
-4,175
|
Closed
|
|
|
2050
|
Maridea Wealth Management
Brooklyn,
New York
|
–
|
-$278K
|
-4,095
|
Closed
|
|
