|
1876
|
Cercano Management
Bellevue,
Washington
|
–
|
-$202K
|
-683
|
Closed
|
|
|
1877
|
Florida Financial Advisors
Tampa,
Florida
|
–
|
-$202K
|
-681
|
Closed
|
|
|
1878
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$201K
|
-681
|
Closed
|
|
|
1879
|
Paradigm Asset Management
New York
|
–
|
-$177K
|
-600
|
Closed
|
|
|
1880
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$168K
|
-570
|
Closed
|
|
|
1881
|
|
–
|
-$148K
|
-500
|
Closed
|
|
|
1882
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$144K
|
-489
|
Closed
|
|
|
1883
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$124K
|
-420
|
Closed
|
|
|
1884
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$122K
|
-414
|
Closed
|
|
|
1885
|
Root Financial Partners
Encinitas,
California
|
–
|
-$116K
|
-394
|
Closed
|
|
|
1886
|
Cache Advisors
San Francisco,
California
|
–
|
-$105K
|
-355
|
Closed
|
|
|
1887
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$99.2K
|
-336
|
Closed
|
|
|
1888
|
|
–
|
-$88.2K
|
-319
|
Closed
|
|
|
1889
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$93.3K
|
-316
|
Closed
|
|
|
1890
|
Knuff & Co
Foster City,
California
|
–
|
-$88.6K
|
-300
|
Closed
|
|
|
1891
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$88.6K
|
-300
|
Closed
|
|
|
1892
|
Hilltop National Bank
Casper,
Wyoming
|
–
|
-$66.2K
|
-224
|
Closed
|
|
|
1893
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
-$66K
|
-222
|
Closed
|
|
|
1894
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$64.1K
|
-217
|
Closed
|
|
|
1895
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$42.2K
|
-143
|
Closed
|
|
|
1896
|
|
–
|
-$41.1K
|
-139
|
Closed
|
|
|
1897
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$39.6K
|
-134
|
Closed
|
|
|
1898
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$37.5K
|
-127
|
Closed
|
|
|
1899
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$32K
|
-108
|
Closed
|
|
|
1900
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$31.9K
|
-108
|
Closed
|
|
