|
2026
|
Oakworth Capital
Birmingham,
Alabama
|
$3.77K
|
–
|
–
|
–
|
|
|
2027
|
Fairway Wealth
Independence,
Ohio
|
$3.02K
|
+$3.04K
|
+32
|
New
|
|
|
2028
|
LM Advisors
San Diego,
California
|
$2.63K
|
-$461K
|
-4,848
|
-23%
|
|
|
2029
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$2.27K
|
–
|
–
|
–
|
|
|
2030
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$2.26K
|
–
|
–
|
–
|
|
|
2031
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.51K
|
–
|
–
|
–
|
|
|
2032
|
Stephens Consulting
Flint,
Michigan
|
$1.51K
|
–
|
–
|
–
|
|
|
2033
|
Delta Asset Management
Memphis,
Tennessee
|
$1.51K
|
+$760
|
+8
|
+100%
|
|
|
2034
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$1.51K
|
+$1.52K
|
+16
|
New
|
|
|
2035
|
Miller Global Investments
Dallas,
Texas
|
$1.51K
|
+$1.52K
|
+16
|
New
|
|
|
2036
|
Jefferies Financial Group
New York
|
–
|
-$1.68B
|
-18,000,000
|
Closed
|
|
|
2037
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$172K
|
-2,544,776
|
Closed
|
|
|
2038
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$47M
|
-503,440
|
Closed
|
|
|
2039
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$21.6M
|
-229,552
|
Closed
|
|
|
2040
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$8.77M
|
-94,000
|
Closed
|
|
|
2041
|
Strive Asset Management
Dublin,
Ohio
|
–
|
-$6.36M
|
-68,144
|
Closed
|
|
|
2042
|
Gallagher Capital Advisors
Argyle,
Texas
|
–
|
-$2.91M
|
-49,192
|
Closed
|
|
|
2043
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$4.5M
|
-48,264
|
Closed
|
|
|
2044
|
|
–
|
-$3.96M
|
-42,392
|
Closed
|
|
|
2045
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.33M
|
-35,088
|
Closed
|
|
|
2046
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$2.34M
|
-25,024
|
Closed
|
|
|
2047
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$1.79M
|
-19,216
|
Closed
|
|
|
2048
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$1.03M
|
-11,024
|
Closed
|
|
|
2049
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$778K
|
-8,336
|
Closed
|
|
|
2050
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$771K
|
-8,256
|
Closed
|
|
