|
2026
|
Clarity Financial
Houston,
Texas
|
–
|
-$325K
|
-5,097
|
Closed
|
|
|
2027
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
–
|
-$319K
|
-5,000
|
Closed
|
|
|
2028
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$320K
|
-4,963
|
Closed
|
|
|
2029
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
–
|
-$316K
|
-4,954
|
Closed
|
|
|
2030
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$314K
|
-4,923
|
Closed
|
|
|
2031
|
Walser Wealth Management
Tampa,
Florida
|
–
|
-$313K
|
-4,920
|
Closed
|
|
|
2032
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$314K
|
-4,826
|
Closed
|
|
|
2033
|
PDS Planning
Dublin,
Ohio
|
–
|
-$306K
|
-4,802
|
Closed
|
|
|
2034
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$314K
|
-4,757
|
Closed
|
|
|
2035
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$302K
|
-4,743
|
Closed
|
|
|
2036
|
Bank of Marin
Novato,
California
|
–
|
-$301K
|
-4,730
|
Closed
|
|
|
2037
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$302K
|
-4,718
|
Closed
|
|
|
2038
|
Fidelis Capital Partners
Tampa,
Florida
|
–
|
-$300K
|
-4,713
|
Closed
|
|
|
2039
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
–
|
-$300K
|
-4,704
|
Closed
|
|
|
2040
|
Qtron Investments
Boston,
Massachusetts
|
–
|
-$294K
|
-4,610
|
Closed
|
|
|
2041
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$292K
|
-4,584
|
Closed
|
|
|
2042
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
–
|
-$272K
|
-4,486
|
Closed
|
|
|
2043
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$280K
|
-4,389
|
Closed
|
|
|
2044
|
Adell Harriman & Carpenter
Houston,
Texas
|
–
|
-$278K
|
-4,370
|
Closed
|
|
|
2045
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$282K
|
-4,357
|
Closed
|
|
|
2046
|
Hamel Associates
Chatham,
New Jersey
|
–
|
-$275K
|
-4,320
|
Closed
|
|
|
2047
|
Independent Wealth Network
Urbandale,
Iowa
|
–
|
-$274K
|
-4,298
|
Closed
|
|
|
2048
|
Boothbay Fund Management
New York
|
–
|
-$273K
|
-4,287
|
Closed
|
|
|
2049
|
Evernest Financial Advisors
Carmel,
Indiana
|
–
|
-$266K
|
-4,259
|
Closed
|
|
|
2050
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
–
|
-$270K
|
-4,238
|
Closed
|
|
