|
2026
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.32K
|
–
|
–
|
–
|
|
|
2027
|
Main Street Group
Glen Allen,
Virginia
|
$1.3K
|
–
|
–
|
–
|
|
|
2028
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.12K
|
-$194
|
-2
|
-15%
|
|
|
2029
|
Arax Advisory Partners
Denver,
Colorado
|
$534
|
–
|
–
|
–
|
|
|
2030
|
PSI Advisors
Tampa,
Florida
|
$203
|
–
|
–
|
–
|
|
|
2031
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$203
|
+$194
|
+2
|
New
|
|
|
2032
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$202
|
–
|
–
|
–
|
|
|
2033
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$14
|
–
|
–
|
–
|
|
|
2034
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
–
|
-$112M
|
-1,197,027
|
Closed
|
|
|
2035
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$30.5M
|
-324,634
|
Closed
|
|
|
2036
|
|
–
|
-$26.1M
|
-278,312
|
Closed
|
|
|
2037
|
Banco Santander
Madrid,
Spain
|
–
|
-$18.9M
|
-201,470
|
Closed
|
|
|
2038
|
Graham Capital Management
Rowayton,
Connecticut
|
–
|
-$14.5M
|
-154,135
|
Closed
|
|
|
2039
|
Cinctive Capital Management
New York
|
–
|
-$12.6M
|
-134,360
|
Closed
|
|
|
2040
|
SeaTown Holdings
Singapore
|
–
|
-$9.1M
|
-97,000
|
Closed
|
|
|
2041
|
Longbow Finance
Lutry,
Switzerland
|
–
|
-$7.56M
|
-80,620
|
Closed
|
|
|
2042
|
Seven Eight Capital
New York
|
–
|
-$5.71M
|
-60,885
|
Closed
|
|
|
2043
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$5.12M
|
-52,786
|
Closed
|
|
|
2044
|
JB Capital
Wethersfield,
Connecticut
|
–
|
-$3.45M
|
-36,802
|
Closed
|
|
|
2045
|
Invera Wealth Advisors
Bend,
Oregon
|
–
|
-$3.36M
|
-35,799
|
Closed
|
|
|
2046
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$3.01M
|
-31,000
|
Closed
|
|
|
2047
|
FJ Investments
Salt Lake City,
Utah
|
–
|
-$2.66M
|
-28,334
|
Closed
|
|
|
2048
|
DoubleLine ETF Adviser
Tampa,
Florida
|
–
|
-$2.5M
|
-26,597
|
Closed
|
|
|
2049
|
Impax Asset Management Group
London,
United Kingdom
|
–
|
-$2.37M
|
-25,309
|
Closed
|
|
|
2050
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$2.06M
|
-21,247
|
Closed
|
|
