|
1401
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$1.82M
|
-21,798
|
Closed
|
|
|
1402
|
|
–
|
-$1.47M
|
-15,861
|
Closed
|
|
|
1403
|
Cynosure Group
Salt Lake City,
Utah
|
–
|
-$1.47M
|
-15,854
|
Closed
|
|
|
1404
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$951K
|
-10,251
|
Closed
|
|
|
1405
|
Ashton Thomas Securities
Rochester,
New York
|
–
|
-$883K
|
-9,526
|
Closed
|
|
|
1406
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$777K
|
-8,377
|
Closed
|
|
|
1407
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$770K
|
-8,302
|
Closed
|
|
|
1408
|
Potentia Wealth
San Jose,
California
|
–
|
-$685K
|
-7,388
|
Closed
|
|
|
1409
|
WESPAC Advisors SoCal
Pasadena,
California
|
–
|
-$633K
|
-6,826
|
Closed
|
|
|
1410
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
–
|
-$577K
|
-6,227
|
Closed
|
|
|
1411
|
Parthenon LLC
Louisville,
Kentucky
|
–
|
-$573K
|
-6,174
|
Closed
|
|
|
1412
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$517K
|
-5,575
|
Closed
|
|
|
1413
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
–
|
-$500K
|
-5,388
|
Closed
|
|
|
1414
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
–
|
-$473K
|
-5,104
|
Closed
|
|
|
1415
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$465K
|
-5,014
|
Closed
|
|
|
1416
|
|
–
|
-$455K
|
-4,853
|
Closed
|
|
|
1417
|
Millennium Management
New York
|
–
|
-$432K
|
-4,662
|
Closed
|
|
|
1418
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$400K
|
-4,318
|
Closed
|
|
|
1419
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$382K
|
-4,122
|
Closed
|
|
|
1420
|
|
–
|
-$380K
|
-4,093
|
Closed
|
|
|
1421
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$362K
|
-3,900
|
Closed
|
|
|
1422
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$317K
|
-3,421
|
Closed
|
|
|
1423
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$315K
|
-3,400
|
Closed
|
|
|
1424
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$314K
|
-3,389
|
Closed
|
|
|
1425
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$285K
|
-3,070
|
Closed
|
|
