|
2026
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$181K
|
-6,636
|
Closed
|
|
|
2027
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$168K
|
-6,160
|
Closed
|
|
|
2028
|
Greenline Partners
New York
|
–
|
-$163K
|
-5,958
|
Closed
|
|
|
2029
|
Clear Investment Research
Alpharetta,
Georgia
|
–
|
-$146K
|
-5,344
|
Closed
|
|
|
2030
|
Mechanics Financial Corp
Mansfield,
Ohio
|
–
|
-$105K
|
-3,858
|
Closed
|
|
|
2031
|
Barclays
London,
United Kingdom
|
–
|
-$95.5K
|
-3,500
|
Closed
|
|
|
2032
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$93.4K
|
-3,420
|
Closed
|
|
|
2033
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$82K
|
-3,002
|
Closed
|
|
|
2034
|
Park Place Capital
Homewood,
Alabama
|
–
|
-$71.9K
|
-2,635
|
Closed
|
|
|
2035
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$64.1K
|
-2,349
|
Closed
|
|
|
2036
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
–
|
-$54.6K
|
-2,002
|
Closed
|
|
|
2037
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$1.31M
|
-1,965
|
Closed
|
|
|
2038
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$50.5K
|
-1,850
|
Closed
|
|
|
2039
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
–
|
-$41K
|
-1,500
|
Closed
|
|
|
2040
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
–
|
-$41K
|
-1,500
|
Closed
|
|
|
2041
|
True Wealth Design
Akron,
Ohio
|
–
|
-$41K
|
-1,500
|
Closed
|
|
|
2042
|
Centennial Bank
Conway,
Arkansas
|
–
|
-$33.1K
|
-1,214
|
Closed
|
|
|
2043
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$29.9K
|
-1,095
|
Closed
|
|
|
2044
|
Quantbot Technologies
New York
|
–
|
-$22.8K
|
-835
|
Closed
|
|
|
2045
|
Perritt Capital Management
Chicago,
Illinois
|
–
|
-$14.9K
|
-546
|
Closed
|
|
|
2046
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$13.7K
|
-500
|
Closed
|
|
|
2047
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$13K
|
-480
|
Closed
|
|
|
2048
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$3.37K
|
-238
|
Closed
|
|
|
2049
|
Kiker Wealth Management
Jasper,
Georgia
|
–
|
-$4.5K
|
-165
|
Closed
|
|
|
2050
|
Palisade Asset Management
Minneapolis,
Minnesota
|
–
|
-$1.33K
|
-49
|
Closed
|
|
