|
1501
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$21.4K
|
-68
|
Closed
|
|
|
1502
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$20.4K
|
-65
|
Closed
|
|
|
1503
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$16.3K
|
-52
|
Closed
|
|
|
1504
|
Princeton Global Asset Management
Princeton,
New Jersey
|
–
|
-$16K
|
-51
|
Closed
|
|
|
1505
|
Swiss Re
Zurich,
Switzerland
|
–
|
-$15.7K
|
-50
|
Closed
|
|
|
1506
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$15.4K
|
-49
|
Closed
|
|
|
1507
|
Financial Freedom LLC
Cincinnati,
Ohio
|
–
|
-$11K
|
-35
|
Closed
|
|
|
1508
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$10.1K
|
-32
|
Closed
|
|
|
1509
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$7.85K
|
-25
|
Closed
|
|
|
1510
|
Magnolia Wealth Management
Dothan,
Alabama
|
–
|
-$7.22K
|
-23
|
Closed
|
|
|
1511
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
–
|
-$5.13K
|
-16
|
Closed
|
|
|
1512
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$4.08K
|
-13
|
Closed
|
|
|
1513
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$4.08K
|
-13
|
Closed
|
|
|
1514
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$3.46K
|
-11
|
Closed
|
|
|
1515
|
RMG Wealth Management
Platteville,
Wisconsin
|
–
|
-$2.86K
|
-11
|
Closed
|
|
|
1516
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$2.55K
|
-8
|
Closed
|
|
|
1517
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$1.89K
|
-6
|
Closed
|
|
|
1518
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
–
|
-$1.57K
|
-5
|
Closed
|
|
|
1519
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$1.57K
|
-5
|
Closed
|
|
|
1520
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
–
|
-$1.57K
|
-5
|
Closed
|
|
|
1521
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$628
|
-2
|
Closed
|
|
|
1522
|
Napier Financial
Braintree,
Massachusetts
|
–
|
-$314
|
-1
|
Closed
|
|
|
1523
|
Evolution Advisers
Richmond,
Virginia
|
–
|
+$288
|
+1
|
New
|
|
