|
651
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$229K
|
-5,845
|
Closed
|
|
|
652
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$239K
|
-5,500
|
Closed
|
|
|
653
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$208K
|
-5,300
|
Closed
|
|
|
654
|
Root Financial Partners
Encinitas,
California
|
–
|
-$130K
|
-3,313
|
Closed
|
|
|
655
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$2.72M
|
-3,069
|
Closed
|
|
|
656
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$118K
|
-2,725
|
Closed
|
|
|
657
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$16K
|
-408
|
Closed
|
|
|
658
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$15.1K
|
-385
|
Closed
|
|
|
659
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$10.5K
|
-267
|
Closed
|
|
|
660
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$8.63K
|
-220
|
Closed
|
|
|
661
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$8.51K
|
-214
|
Closed
|
|
|
662
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
–
|
-$7.96K
|
-203
|
Closed
|
|
|
663
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$7.81K
|
-199
|
Closed
|
|
|
664
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$6.51K
|
-166
|
Closed
|
|
|
665
|
|
–
|
-$3.57K
|
-91
|
Closed
|
|
|
666
|
Rakuten Securities
Tokyo,
Japan
|
–
|
-$2.2K
|
-56
|
Closed
|
|
|
667
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$1.65K
|
-42
|
Closed
|
|
|
668
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$1K
|
-32
|
Closed
|
|
|
669
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$1.14K
|
-29
|
Closed
|
|
|
670
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$1.02K
|
-26
|
Closed
|
|
|
671
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$863
|
-22
|
Closed
|
|
|
672
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
–
|
-$745
|
-19
|
Closed
|
|
|
673
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$196
|
-5
|
Closed
|
|
|
674
|
Navigoe Wealth Management
Redondo Beach,
California
|
–
|
+$868
|
+20
|
New
|
|
