|
2026
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$6.39M
|
-62,612
|
Closed
|
|
|
2027
|
|
–
|
-$5.94M
|
-57,072
|
Closed
|
|
|
2028
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$3.84M
|
-36,878
|
Closed
|
|
|
2029
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$3.71M
|
-35,662
|
Closed
|
|
|
2030
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$3.5M
|
-33,576
|
Closed
|
|
|
2031
|
Hartline Investment Corp
Winnetka,
Illinois
|
–
|
-$2.9M
|
-27,800
|
Closed
|
|
|
2032
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$2.86M
|
-27,504
|
Closed
|
|
|
2033
|
Renaissance Technologies
New York
|
–
|
-$2.54M
|
-24,400
|
Closed
|
|
|
2034
|
|
–
|
-$2.21M
|
-20,970
|
Closed
|
|
|
2035
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$1.59M
|
-15,286
|
Closed
|
|
|
2036
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$1.46M
|
-13,976
|
Closed
|
|
|
2037
|
Idaho Trust Bank
Boise,
Idaho
|
–
|
-$1.39M
|
-13,356
|
Closed
|
|
|
2038
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$1.37M
|
-13,116
|
Closed
|
|
|
2039
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$898K
|
-8,624
|
Closed
|
|
|
2040
|
Edge Financial Advisors
Wheaton,
Illinois
|
–
|
-$860K
|
-8,254
|
Closed
|
|
|
2041
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$857K
|
-8,226
|
Closed
|
|
|
2042
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$838K
|
-7,962
|
Closed
|
|
|
2043
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$791K
|
-7,596
|
Closed
|
|
|
2044
|
RWQ Financial Management Services
Naples,
Florida
|
–
|
-$790K
|
-7,584
|
Closed
|
|
|
2045
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$783K
|
-7,516
|
Closed
|
|
|
2046
|
WorthPointe
La Jolla,
California
|
–
|
-$774K
|
-7,436
|
Closed
|
|
|
2047
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$771K
|
-7,404
|
Closed
|
|
|
2048
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$667K
|
-6,402
|
Closed
|
|
|
2049
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$602K
|
-5,784
|
Closed
|
|
|
2050
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$585K
|
-5,620
|
Closed
|
|
