|
2026
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$263K
|
-1,445
|
Closed
|
|
|
2027
|
Maxele Advisors
Webster Groves,
Missouri
|
–
|
-$261K
|
-1,435
|
Closed
|
|
|
2028
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$260K
|
-1,412
|
Closed
|
|
|
2029
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$237K
|
-1,303
|
Closed
|
|
|
2030
|
Clark Asset Management
Stratham,
New Hampshire
|
–
|
-$235K
|
-1,293
|
Closed
|
|
|
2031
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$231K
|
-1,273
|
Closed
|
|
|
2032
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$226K
|
-1,242
|
Closed
|
|
|
2033
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$230K
|
-1,240
|
Closed
|
|
|
2034
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
–
|
-$225K
|
-1,238
|
Closed
|
|
|
2035
|
Sargent Investment Group
Bethesda,
Maryland
|
–
|
-$225K
|
-1,230
|
Closed
|
|
|
2036
|
Lantz Financial
Naperville,
Illinois
|
–
|
-$218K
|
-1,200
|
Closed
|
|
|
2037
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
–
|
-$213K
|
-1,170
|
Closed
|
|
|
2038
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$212K
|
-1,169
|
Closed
|
|
|
2039
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$207K
|
-1,138
|
Closed
|
|
|
2040
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$206K
|
-1,135
|
Closed
|
|
|
2041
|
Aspire Capital Advisors
Seattle,
Washington
|
–
|
-$203K
|
-1,119
|
Closed
|
|
|
2042
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
–
|
-$196K
|
-1,077
|
Closed
|
|
|
2043
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
-$182K
|
-1,000
|
Closed
|
|
|
2044
|
|
–
|
-$181K
|
-997
|
Closed
|
|
|
2045
|
Sierra Ocean
Ripon,
California
|
–
|
-$172K
|
-945
|
Closed
|
|
|
2046
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$168K
|
-926
|
Closed
|
|
|
2047
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$145K
|
-797
|
Closed
|
|
|
2048
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$111K
|
-612
|
Closed
|
|
|
2049
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$85.6K
|
-471
|
Closed
|
|
|
2050
|
Pflug Koory
Omaha,
Nebraska
|
–
|
-$76.5K
|
-421
|
Closed
|
|
