|
2026
|
Victory Financial Group
Austin,
Texas
|
–
|
-$360K
|
-3,824
|
Closed
|
|
|
2027
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
–
|
-$357K
|
-3,792
|
Closed
|
|
|
2028
|
LifeWealth Investments
Winter Garden,
Florida
|
–
|
-$355K
|
-3,768
|
Closed
|
|
|
2029
|
KW Wealth Management
Sacramento,
California
|
–
|
-$341K
|
-3,624
|
Closed
|
|
|
2030
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$342K
|
-3,624
|
Closed
|
|
|
2031
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$333K
|
-3,536
|
Closed
|
|
|
2032
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$318K
|
-3,376
|
Closed
|
|
|
2033
|
Oxford Wealth Group
Orlando,
Florida
|
–
|
-$311K
|
-3,304
|
Closed
|
|
|
2034
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$309K
|
-3,280
|
Closed
|
|
|
2035
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$302K
|
-3,200
|
Closed
|
|
|
2036
|
Golden Reserve Retirement
Dublin,
Ohio
|
–
|
-$295K
|
-3,128
|
Closed
|
|
|
2037
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
–
|
-$294K
|
-3,120
|
Closed
|
|
|
2038
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$292K
|
-3,104
|
Closed
|
|
|
2039
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$291K
|
-3,088
|
Closed
|
|
|
2040
|
eCIO Inc
Madison,
Wisconsin
|
–
|
-$290K
|
-3,080
|
Closed
|
|
|
2041
|
New Hampshire Trust
Concord,
New Hampshire
|
–
|
-$277K
|
-2,944
|
Closed
|
|
|
2042
|
Wealthstar Advisors
Plano,
Texas
|
–
|
-$276K
|
-2,928
|
Closed
|
|
|
2043
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$275K
|
-2,920
|
Closed
|
|
|
2044
|
Fire Capital Management
San Francisco,
California
|
–
|
-$274K
|
-2,904
|
Closed
|
|
|
2045
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
–
|
-$262K
|
-2,776
|
Closed
|
|
|
2046
|
Cambient Family Office
Ada,
Michigan
|
–
|
-$255K
|
-2,704
|
Closed
|
|
|
2047
|
Opal Capital
Boca Raton,
Florida
|
–
|
-$239K
|
-2,536
|
Closed
|
|
|
2048
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
–
|
-$238K
|
-2,520
|
Closed
|
|
|
2049
|
Channel Wealth
Santa Barbara,
California
|
–
|
-$237K
|
-2,512
|
Closed
|
|
|
2050
|
Optimist Retirement Group
Bellevue,
Washington
|
–
|
-$232K
|
-2,456
|
Closed
|
|
