|
2351
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$243K
|
-527
|
Closed
|
|
|
2352
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
–
|
-$241K
|
-522
|
Closed
|
|
|
2353
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
–
|
-$240K
|
-521
|
Closed
|
|
|
2354
|
Welch Group
Birmingham,
Alabama
|
–
|
-$239K
|
-519
|
Closed
|
|
|
2355
|
Clarendon Private
Boston,
Massachusetts
|
–
|
-$236K
|
-511
|
Closed
|
|
|
2356
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$235K
|
-510
|
Closed
|
|
|
2357
|
Embree Financial Group
Chicago,
Illinois
|
–
|
-$235K
|
-509
|
Closed
|
|
|
2358
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$232K
|
-504
|
Closed
|
|
|
2359
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$231K
|
-502
|
Closed
|
|
|
2360
|
Dodge & Cox
San Francisco,
California
|
–
|
-$230K
|
-500
|
Closed
|
|
|
2361
|
Harbor Advisors
West Palm Beach,
Florida
|
–
|
-$230K
|
-500
|
Closed
|
|
|
2362
|
Potomac Fund Management
Miami,
Florida
|
–
|
-$230K
|
-499
|
Closed
|
|
|
2363
|
Terra Nova Asset Management
New York
|
–
|
-$229K
|
-497
|
Closed
|
|
|
2364
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$229K
|
-496
|
Closed
|
|
|
2365
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
–
|
-$228K
|
-495
|
Closed
|
|
|
2366
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
–
|
-$227K
|
-493
|
Closed
|
|
|
2367
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$227K
|
-492
|
Closed
|
|
|
2368
|
Souders Financial Advisors
Cincinnati,
Ohio
|
–
|
-$227K
|
-492
|
Closed
|
|
|
2369
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
–
|
-$226K
|
-491
|
Closed
|
|
|
2370
|
Caitong International Asset Management
Hong Kong
|
–
|
-$226K
|
-490
|
Closed
|
|
|
2371
|
Cascade Financial Partners
San Diego,
California
|
–
|
-$226K
|
-490
|
Closed
|
|
|
2372
|
SYM Financial Corp
Winona Lake,
Indiana
|
–
|
-$225K
|
-489
|
Closed
|
|
|
2373
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$224K
|
-485
|
Closed
|
|
|
2374
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$223K
|
-484
|
Closed
|
|
|
2375
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$223K
|
-483
|
Closed
|
|
