|
1801
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$924K
|
-19,784
|
Closed
|
|
|
1802
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$857K
|
-18,332
|
Closed
|
|
|
1803
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$839K
|
-17,960
|
Closed
|
|
|
1804
|
Two Sigma Securities
New York
|
–
|
-$814K
|
-17,414
|
Closed
|
|
|
1805
|
Lunt Capital Management
Holladay,
Utah
|
–
|
-$776K
|
-16,608
|
Closed
|
|
|
1806
|
Generation Capital Management
Pittsford,
New York
|
–
|
-$773K
|
-16,552
|
Closed
|
|
|
1807
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$763K
|
-16,320
|
Closed
|
|
|
1808
|
Quotient Wealth Partners
Dallas,
Texas
|
–
|
-$658K
|
-14,080
|
Closed
|
|
|
1809
|
First Financial Bankshares
Abilene,
Texas
|
–
|
-$626K
|
-13,392
|
Closed
|
|
|
1810
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
–
|
-$527K
|
-11,272
|
Closed
|
|
|
1811
|
ERn Financial LLC
Middleton,
Wisconsin
|
–
|
-$516K
|
-11,050
|
Closed
|
|
|
1812
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$515K
|
-11,020
|
Closed
|
|
|
1813
|
Waterloo Capital
Austin,
Texas
|
–
|
-$481K
|
-10,292
|
Closed
|
|
|
1814
|
TrueMark Investments
Chicago,
Illinois
|
–
|
-$481K
|
-10,284
|
Closed
|
|
|
1815
|
Inscription Capital
Houston,
Texas
|
–
|
-$462K
|
-9,784
|
Closed
|
|
|
1816
|
CenterStar Asset Management
Chicago,
Illinois
|
–
|
-$443K
|
-9,472
|
Closed
|
|
|
1817
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$442K
|
-9,450
|
Closed
|
|
|
1818
|
Neville Rodie & Shaw
New York
|
–
|
-$434K
|
-9,296
|
Closed
|
|
|
1819
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
–
|
-$429K
|
-9,180
|
Closed
|
|
|
1820
|
CPR Investments
Rochester,
Michigan
|
–
|
-$411K
|
-8,798
|
Closed
|
|
|
1821
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$405K
|
-8,674
|
Closed
|
|
|
1822
|
PUREfi Wealth
Boston,
Massachusetts
|
–
|
-$404K
|
-8,648
|
Closed
|
|
|
1823
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$391K
|
-8,358
|
Closed
|
|
|
1824
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
–
|
-$384K
|
-8,222
|
Closed
|
|
|
1825
|
Defined Financial Planning
San Rafael,
California
|
–
|
-$381K
|
-8,098
|
Closed
|
|
