|
2026
|
Northwest Wealth Management
Spencer,
Iowa
|
–
|
-$209K
|
-2,120
|
Closed
|
|
|
2027
|
Riverstone Advisors
New Braunfels,
Texas
|
–
|
-$207K
|
-2,100
|
Closed
|
|
|
2028
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
–
|
-$207K
|
-2,096
|
Closed
|
|
|
2029
|
Arrow Investment Advisors
Laurel,
Maryland
|
–
|
-$207K
|
-2,094
|
Closed
|
|
|
2030
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$206K
|
-2,090
|
Closed
|
|
|
2031
|
Redmont Wealth Advisors
Chicago,
Illinois
|
–
|
-$203K
|
-2,055
|
Closed
|
|
|
2032
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$201K
|
-2,055
|
Closed
|
|
|
2033
|
Smith Anglin Financial
Dallas,
Texas
|
–
|
-$203K
|
-2,054
|
Closed
|
|
|
2034
|
ClearBridge Investments
New York
|
–
|
-$202K
|
-2,050
|
Closed
|
|
|
2035
|
Pegasus Asset Management
Montebello,
New York
|
–
|
-$202K
|
-2,050
|
Closed
|
|
|
2036
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$202K
|
-2,049
|
Closed
|
|
|
2037
|
|
–
|
-$201K
|
-2,041
|
Closed
|
|
|
2038
|
First Citizens Financial Corp
Mason City,
Iowa
|
–
|
-$201K
|
-2,040
|
Closed
|
|
|
2039
|
Van Cleef Asset Management
Beachwood,
Ohio
|
–
|
-$200K
|
-2,029
|
Closed
|
|
|
2040
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
2041
|
WFA of San Diego
San Diego,
California
|
–
|
-$184K
|
-1,863
|
Closed
|
|
|
2042
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$182K
|
-1,840
|
Closed
|
|
|
2043
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$176K
|
-1,779
|
Closed
|
|
|
2044
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$175K
|
-1,772
|
Closed
|
|
|
2045
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$157K
|
-1,657
|
Closed
|
|
|
2046
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$155K
|
-1,567
|
Closed
|
|
|
2047
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$147K
|
-1,485
|
Closed
|
|
|
2048
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$130K
|
-1,316
|
Closed
|
|
|
2049
|
Marshall & Sullivan
Seattle,
Washington
|
–
|
-$110K
|
-1,116
|
Closed
|
|
|
2050
|
Vectors Research Management
New York
|
–
|
-$107K
|
-1,079
|
Closed
|
|
