|
2026
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$126K
|
-516
|
Closed
|
|
|
2027
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$114K
|
-467
|
Closed
|
|
|
2028
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$111K
|
-455
|
Closed
|
|
|
2029
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$107K
|
-440
|
Closed
|
|
|
2030
|
Legend Capital Advisors
New York
|
–
|
-$101K
|
-413
|
Closed
|
|
|
2031
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$99.4K
|
-407
|
Closed
|
|
|
2032
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$75.7K
|
-310
|
Closed
|
|
|
2033
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$73.3K
|
-300
|
Closed
|
|
|
2034
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$67.9K
|
-278
|
Closed
|
|
|
2035
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$58.6K
|
-240
|
Closed
|
|
|
2036
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$25.9K
|
-106
|
Closed
|
|
|
2037
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$24.4K
|
-100
|
Closed
|
|
|
2038
|
WFA of San Diego
San Diego,
California
|
–
|
-$24.4K
|
-100
|
Closed
|
|
|
2039
|
|
–
|
-$21.5K
|
-88
|
Closed
|
|
|
2040
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$21.5K
|
-88
|
Closed
|
|
|
2041
|
Protective Life
Birmingham,
Alabama
|
–
|
-$18.8K
|
-77
|
Closed
|
|
|
2042
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$4.88K
|
-20
|
Closed
|
|
|
2043
|
Nova Wealth Management
Bonita Springs,
Florida
|
–
|
-$1.67K
|
-7
|
Closed
|
|
|
2044
|
Pacific Center for Financial Services
San Ramon,
California
|
–
|
-$1.47K
|
-6
|
Closed
|
|
|
2045
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$1.22K
|
-5
|
Closed
|
|
|
2046
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$977
|
-4
|
Closed
|
|
|
2047
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$733
|
-3
|
Closed
|
|
