|
2201
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$226K
|
-692
|
Closed
|
|
|
2202
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$223K
|
-685
|
Closed
|
|
|
2203
|
Royal Capital Wealth Management
Carmel,
Indiana
|
–
|
-$220K
|
-675
|
Closed
|
|
|
2204
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$217K
|
-665
|
Closed
|
|
|
2205
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$210K
|
-645
|
Closed
|
|
|
2206
|
Narus Financial Partners
Salt Lake City,
Utah
|
–
|
-$210K
|
-645
|
Closed
|
|
|
2207
|
FORA Capital
Miami,
Florida
|
–
|
-$209K
|
-640
|
Closed
|
|
|
2208
|
Wendell David Associates
Portsmouth,
New Hampshire
|
–
|
-$207K
|
-634
|
Closed
|
|
|
2209
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
–
|
-$206K
|
-632
|
Closed
|
|
|
2210
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$205K
|
-630
|
Closed
|
|
|
2211
|
Teza Capital Management
Chicago,
Illinois
|
–
|
-$202K
|
-619
|
Closed
|
|
|
2212
|
Clarity Financial
Houston,
Texas
|
–
|
-$201K
|
-618
|
Closed
|
|
|
2213
|
HFG Advisors
Cincinatti,
Ohio
|
–
|
-$201K
|
-617
|
Closed
|
|
|
2214
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$152K
|
-466
|
Closed
|
|
|
2215
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$143K
|
-440
|
Closed
|
|
|
2216
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$109K
|
-333
|
Closed
|
|
|
2217
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$104K
|
-320
|
Closed
|
|
|
2218
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$98.1K
|
-301
|
Closed
|
|
|
2219
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$91.4K
|
-279
|
Closed
|
|
|
2220
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$72K
|
-221
|
Closed
|
|
|
2221
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$70.1K
|
-215
|
Closed
|
|
|
2222
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$54.4K
|
-167
|
Closed
|
|
|
2223
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$42K
|
-129
|
Closed
|
|
|
2224
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$32.9K
|
-101
|
Closed
|
|
|
2225
|
Protective Life
Birmingham,
Alabama
|
–
|
-$31.6K
|
-97
|
Closed
|
|
