|
2026
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$201K
|
-2,090
|
Closed
|
|
|
2027
|
McNamara Financial Services
Marshfield,
Massachusetts
|
–
|
-$201K
|
-2,090
|
Closed
|
|
|
2028
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$193K
|
-2,008
|
Closed
|
|
|
2029
|
Kaye Capital Management
El Segundo,
California
|
–
|
-$203K
|
-2,006
|
Closed
|
|
|
2030
|
BKM Wealth Management
Brookfield,
Wisconsin
|
–
|
-$172K
|
-1,788
|
Closed
|
|
|
2031
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$147K
|
-1,524
|
Closed
|
|
|
2032
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$140K
|
-1,450
|
Closed
|
|
|
2033
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
–
|
-$139K
|
-1,448
|
Closed
|
|
|
2034
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$122K
|
-1,270
|
Closed
|
|
|
2035
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$116K
|
-1,202
|
Closed
|
|
|
2036
|
Level Financial Advisors
East Amherst,
New York
|
–
|
-$90.5K
|
-940
|
Closed
|
|
|
2037
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
–
|
-$74.7K
|
-776
|
Closed
|
|
|
2038
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$61.6K
|
-640
|
Closed
|
|
|
2039
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$34.9K
|
-344
|
Closed
|
|
|
2040
|
LM Advisors
San Diego,
California
|
–
|
-$26.9K
|
-280
|
Closed
|
|
|
2041
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$25.4K
|
-264
|
Closed
|
|
|
2042
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$22.6K
|
-236
|
Closed
|
|
|
2043
|
|
–
|
-$22.3K
|
-232
|
Closed
|
|
|
2044
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$20.8K
|
-216
|
Closed
|
|
|
2045
|
Evolution Advisers
Richmond,
Virginia
|
–
|
-$19K
|
-204
|
Closed
|
|
|
2046
|
Centerpoint Advisors
Needham,
Massachusetts
|
–
|
-$19K
|
-200
|
Closed
|
|
|
2047
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$19.2K
|
-200
|
Closed
|
|
|
2048
|
Gleason Group
Prospect,
Kentucky
|
–
|
-$18.6K
|
-194
|
Closed
|
|
|
2049
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
–
|
-$18.5K
|
-192
|
Closed
|
|
|
2050
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$14.2K
|
-148
|
Closed
|
|
