|
2026
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$326K
|
-6,060
|
Closed
|
|
|
2027
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
–
|
-$310K
|
-5,749
|
Closed
|
|
|
2028
|
Well Done LLC
Holland,
Michigan
|
–
|
-$303K
|
-5,617
|
Closed
|
|
|
2029
|
ASB Consultores
Aventura,
Florida
|
–
|
-$292K
|
-5,415
|
Closed
|
|
|
2030
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
–
|
-$287K
|
-5,330
|
Closed
|
|
|
2031
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
–
|
-$277K
|
-5,139
|
Closed
|
|
|
2032
|
Williams & Novak
Westlake Village,
California
|
–
|
-$274K
|
-5,093
|
Closed
|
|
|
2033
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
–
|
-$272K
|
-5,043
|
Closed
|
|
|
2034
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
–
|
-$266K
|
-4,944
|
Closed
|
|
|
2035
|
Griffin Asset Management
New York
|
–
|
-$264K
|
-4,899
|
Closed
|
|
|
2036
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$253K
|
-4,698
|
Closed
|
|
|
2037
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
–
|
-$252K
|
-4,686
|
Closed
|
|
|
2038
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
–
|
-$250K
|
-4,642
|
Closed
|
|
|
2039
|
Nvest Financial
Portsmouth,
New Hampshire
|
–
|
-$235K
|
-4,363
|
Closed
|
|
|
2040
|
Barnes Wealth Management Group
Bakersfield,
California
|
–
|
-$232K
|
-4,311
|
Closed
|
|
|
2041
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
–
|
-$227K
|
-4,210
|
Closed
|
|
|
2042
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$219K
|
-4,071
|
Closed
|
|
|
2043
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$216K
|
-4,011
|
Closed
|
|
|
2044
|
PKS Advisory Services
Albany,
New York
|
–
|
-$216K
|
-4,011
|
Closed
|
|
|
2045
|
Lodestar Private Asset Management
Alamo,
California
|
–
|
-$214K
|
-3,977
|
Closed
|
|
|
2046
|
Klingman & Associates
New York
|
–
|
-$204K
|
-3,792
|
Closed
|
|
|
2047
|
Asset Management One
Tokyo,
Japan
|
–
|
-$138K
|
-2,553
|
Closed
|
|
|
2048
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$90.9K
|
-1,688
|
Closed
|
|
|
2049
|
West Financial Advisors
Des Moines,
Iowa
|
–
|
-$82.6K
|
-1,533
|
Closed
|
|
|
2050
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$79.2K
|
-1,470
|
Closed
|
|
