|
1801
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$227K
|
-707
|
Closed
|
|
|
1802
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$221K
|
-690
|
Closed
|
|
|
1803
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
–
|
-$214K
|
-667
|
Closed
|
|
|
1804
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$213K
|
-664
|
Closed
|
|
|
1805
|
Henson-Edgewater Management
Avon,
Ohio
|
–
|
-$208K
|
-650
|
Closed
|
|
|
1806
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$208K
|
-648
|
Closed
|
|
|
1807
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$207K
|
-647
|
Closed
|
|
|
1808
|
|
–
|
-$206K
|
-643
|
Closed
|
|
|
1809
|
Dock Street Asset Management
Palm Beach,
Florida
|
–
|
-$202K
|
-630
|
Closed
|
|
|
1810
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$200K
|
-625
|
Closed
|
|
|
1811
|
Chapin Davis
Baltimore,
Maryland
|
–
|
-$200K
|
-625
|
Closed
|
|
|
1812
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$159K
|
-497
|
Closed
|
|
|
1813
|
Root Financial Partners
Encinitas,
California
|
–
|
-$135K
|
-420
|
Closed
|
|
|
1814
|
Cache Advisors
San Francisco,
California
|
–
|
-$117K
|
-365
|
Closed
|
|
|
1815
|
|
–
|
-$107K
|
-335
|
Closed
|
|
|
1816
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$88.5K
|
-276
|
Closed
|
|
|
1817
|
GoalVest Advisory
New York
|
–
|
-$64.1K
|
-200
|
Closed
|
|
|
1818
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$52.6K
|
-164
|
Closed
|
|
|
1819
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$37.1K
|
-155
|
Closed
|
|
|
1820
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$42.6K
|
-133
|
Closed
|
|
|
1821
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$39.4K
|
-123
|
Closed
|
|
|
1822
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$34K
|
-106
|
Closed
|
|
|
1823
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
–
|
-$32.1K
|
-100
|
Closed
|
|
|
1824
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$26K
|
-81
|
Closed
|
|
|
1825
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$23.1K
|
-72
|
Closed
|
|
