|
1826
|
Cache Advisors
San Francisco,
California
|
–
|
-$117K
|
-365
|
Closed
|
|
|
1827
|
|
–
|
-$107K
|
-335
|
Closed
|
|
|
1828
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$88.5K
|
-276
|
Closed
|
|
|
1829
|
GoalVest Advisory
New York
|
–
|
-$64.1K
|
-200
|
Closed
|
|
|
1830
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$52.6K
|
-164
|
Closed
|
|
|
1831
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$37.1K
|
-155
|
Closed
|
|
|
1832
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$42.6K
|
-133
|
Closed
|
|
|
1833
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$39.4K
|
-123
|
Closed
|
|
|
1834
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$34K
|
-106
|
Closed
|
|
|
1835
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
–
|
-$32.1K
|
-100
|
Closed
|
|
|
1836
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$29.8K
|
-93
|
Closed
|
|
|
1837
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$26K
|
-81
|
Closed
|
|
|
1838
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$23.1K
|
-72
|
Closed
|
|
|
1839
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$22.8K
|
-71
|
Closed
|
|
|
1840
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$14.4K
|
-45
|
Closed
|
|
|
1841
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
–
|
-$14.3K
|
-44
|
Closed
|
|
|
1842
|
Capital & Planning LLC
Jonesboro,
Georgia
|
–
|
-$9.62K
|
-30
|
Closed
|
|
|
1843
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
–
|
-$6.09K
|
-19
|
Closed
|
|
|
1844
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$5.77K
|
-18
|
Closed
|
|
|
1845
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
–
|
-$5.77K
|
-18
|
Closed
|
|
|
1846
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$4.49K
|
-14
|
Closed
|
|
|
1847
|
Nova Wealth Management
Bonita Springs,
Florida
|
–
|
-$3.85K
|
-12
|
Closed
|
|
|
1848
|
South Plains Financial
Lubbock,
Texas
|
–
|
-$3.85K
|
-12
|
Closed
|
|
|
1849
|
Magnolia Wealth Management
Dothan,
Alabama
|
–
|
-$1.6K
|
-5
|
Closed
|
|
|
1850
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$1.6K
|
-5
|
Closed
|
|
