|
2026
|
Ruedi Wealth Management
Champaign,
Illinois
|
$170
|
–
|
–
|
–
|
|
|
2027
|
Valence8 US
Cambridge,
Massachusetts
|
–
|
-$33.5M
|
-215,549
|
Closed
|
|
|
2028
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$4.75M
|
-30,540
|
Closed
|
|
|
2029
|
Renaissance Technologies
New York
|
–
|
-$2.84M
|
-18,300
|
Closed
|
|
|
2030
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$2.18M
|
-14,046
|
Closed
|
|
|
2031
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$1.57M
|
-10,078
|
Closed
|
|
|
2032
|
Cantor Fitzgerald
New York
|
–
|
-$977K
|
-6,290
|
Closed
|
|
|
2033
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$905K
|
-5,826
|
Closed
|
|
|
2034
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$884K
|
-5,687
|
Closed
|
|
|
2035
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$781K
|
-5,029
|
Closed
|
|
|
2036
|
Verus Financial Partners
Richmond,
Virginia
|
–
|
-$726K
|
-4,658
|
Closed
|
|
|
2037
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
–
|
-$580K
|
-3,733
|
Closed
|
|
|
2038
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
–
|
-$572K
|
-3,703
|
Closed
|
|
|
2039
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$462K
|
-2,973
|
Closed
|
|
|
2040
|
|
–
|
-$446K
|
-2,871
|
Closed
|
|
|
2041
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$384K
|
-2,473
|
Closed
|
|
|
2042
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
–
|
-$311K
|
-2,000
|
Closed
|
|
|
2043
|
Hudson Value Partners
Palm Beach,
Florida
|
–
|
-$276K
|
-1,775
|
Closed
|
|
|
2044
|
Trellis Advisors
Ellensburg,
Washington
|
–
|
-$272K
|
-1,750
|
Closed
|
|
|
2045
|
Suncoast Equity Management
Tampa,
Florida
|
–
|
-$265K
|
-1,707
|
Closed
|
|
|
2046
|
Calton & Associates
Tampa,
Florida
|
–
|
-$256K
|
-1,645
|
Closed
|
|
|
2047
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
–
|
-$251K
|
-1,614
|
Closed
|
|
|
2048
|
|
–
|
-$201K
|
-1,580
|
Closed
|
|
|
2049
|
Waypoint Wealth Partners
Mill Valley,
California
|
–
|
-$229K
|
-1,473
|
Closed
|
|
|
2050
|
Howe & Rusling
Rochester,
New York
|
–
|
-$229K
|
-1,472
|
Closed
|
|
