|
2026
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$218K
|
-1,465
|
Closed
|
|
|
2027
|
Blodgett Wealth Advisors
Concord,
California
|
–
|
-$209K
|
-1,400
|
Closed
|
|
|
2028
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
–
|
-$208K
|
-1,398
|
Closed
|
|
|
2029
|
Barings
Charlotte,
North Carolina
|
–
|
-$206K
|
-1,379
|
Closed
|
|
|
2030
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
–
|
-$202K
|
-1,353
|
Closed
|
|
|
2031
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$201K
|
-1,347
|
Closed
|
|
|
2032
|
Horizon Bancorp
Michigan City,
Indiana
|
–
|
-$187K
|
-1,250
|
Closed
|
|
|
2033
|
|
–
|
-$168K
|
-1,128
|
Closed
|
|
|
2034
|
B&D White Capital Company
Lakeway,
Texas
|
–
|
-$134K
|
-900
|
Closed
|
|
|
2035
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$133K
|
-890
|
Closed
|
|
|
2036
|
FWL Investment Management
Dallas,
Texas
|
–
|
-$128K
|
-862
|
Closed
|
|
|
2037
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$122K
|
-821
|
Closed
|
|
|
2038
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$107K
|
-716
|
Closed
|
|
|
2039
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$95.8K
|
-643
|
Closed
|
|
|
2040
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$91.7K
|
-615
|
Closed
|
|
|
2041
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$89.3K
|
-599
|
Closed
|
|
|
2042
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
–
|
-$76.6K
|
-514
|
Closed
|
|
|
2043
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$66.3K
|
-445
|
Closed
|
|
|
2044
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
–
|
-$66.3K
|
-445
|
Closed
|
|
|
2045
|
Sierra Capital
Miami,
Florida
|
–
|
-$54K
|
-364
|
Closed
|
|
|
2046
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$50K
|
-333
|
Closed
|
|
|
2047
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$44.4K
|
-298
|
Closed
|
|
|
2048
|
Seldon Capital
San Francisco,
California
|
–
|
-$44.3K
|
-297
|
Closed
|
|
|
2049
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$43.8K
|
-293
|
Closed
|
|
|
2050
|
WFA of San Diego
San Diego,
California
|
–
|
-$40.2K
|
-270
|
Closed
|
|
