|
876
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$282K
|
-3,422
|
Closed
|
|
|
877
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
–
|
-$278K
|
-3,379
|
Closed
|
|
|
878
|
NKCFO LLC
Geneva,
Illinois
|
–
|
-$272K
|
-3,300
|
Closed
|
|
|
879
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
–
|
-$272K
|
-3,300
|
Closed
|
|
|
880
|
Southern Wealth Management
Dallas,
Texas
|
–
|
-$268K
|
-3,258
|
Closed
|
|
|
881
|
Arkos Global Advisors
Houston,
Texas
|
–
|
-$267K
|
-3,250
|
Closed
|
|
|
882
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$262K
|
-3,185
|
Closed
|
|
|
883
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$253K
|
-3,070
|
Closed
|
|
|
884
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$252K
|
-3,060
|
Closed
|
|
|
885
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
–
|
-$246K
|
-2,989
|
Closed
|
|
|
886
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$243K
|
-2,949
|
Closed
|
|
|
887
|
Fermata Advisors
Sonoma,
California
|
–
|
-$238K
|
-2,894
|
Closed
|
|
|
888
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$236K
|
-2,870
|
Closed
|
|
|
889
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
–
|
-$234K
|
-2,846
|
Closed
|
|
|
890
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$234K
|
-2,842
|
Closed
|
|
|
891
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$233K
|
-2,835
|
Closed
|
|
|
892
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$226K
|
-2,753
|
Closed
|
|
|
893
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$225K
|
-2,734
|
Closed
|
|
|
894
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$222K
|
-2,695
|
Closed
|
|
|
895
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$222K
|
-2,695
|
Closed
|
|
|
896
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$221K
|
-2,686
|
Closed
|
|
|
897
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$220K
|
-2,670
|
Closed
|
|
|
898
|
KWB Wealth
Redlands,
California
|
–
|
-$226K
|
-2,597
|
Closed
|
|
|
899
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$207K
|
-2,513
|
Closed
|
|
|
900
|
Bluefin Capital Management
New York
|
–
|
-$194K
|
-2,500
|
Closed
|
|
