|
4751
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$260K
|
-1,534
|
Closed
|
|
|
4752
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
–
|
-$260K
|
-1,530
|
Closed
|
|
|
4753
|
Andina Capital Management
Lehi,
Utah
|
–
|
-$259K
|
-1,526
|
Closed
|
|
|
4754
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
–
|
-$257K
|
-1,514
|
Closed
|
|
|
4755
|
Carlson Financial
Canby,
Oregon
|
–
|
-$256K
|
-1,510
|
Closed
|
|
|
4756
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
–
|
-$257K
|
-1,510
|
Closed
|
|
|
4757
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$255K
|
-1,505
|
Closed
|
|
|
4758
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
–
|
-$255K
|
-1,501
|
Closed
|
|
|
4759
|
Asio Capital
Lexington,
Kentucky
|
–
|
-$254K
|
-1,500
|
Closed
|
|
|
4760
|
Sterling Group Wealth Management
Pasadena,
California
|
–
|
-$254K
|
-1,500
|
Closed
|
|
|
4761
|
|
–
|
-$254K
|
-1,500
|
Closed
|
|
|
4762
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
–
|
-$253K
|
-1,491
|
Closed
|
|
|
4763
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$253K
|
-1,491
|
Closed
|
|
|
4764
|
Penobscot Wealth Management
Portland,
Maine
|
–
|
-$252K
|
-1,485
|
Closed
|
|
|
4765
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$252K
|
-1,484
|
Closed
|
|
|
4766
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$251K
|
-1,480
|
Closed
|
|
|
4767
|
Resolute Capital
Greenville,
South Carolina
|
–
|
-$251K
|
-1,478
|
Closed
|
|
|
4768
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
–
|
-$251K
|
-1,477
|
Closed
|
|
|
4769
|
Harris Associates
Chicago,
Illinois
|
–
|
-$249K
|
-1,466
|
Closed
|
|
|
4770
|
DiPaolo Financial Group
Lutz,
Florida
|
–
|
-$248K
|
-1,461
|
Closed
|
|
|
4771
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$248K
|
-1,459
|
Closed
|
|
|
4772
|
Lockerman Financial Group
Newport Beach,
California
|
–
|
-$247K
|
-1,458
|
Closed
|
|
|
4773
|
Elevate Wealth Advisory
Athens,
Georgia
|
–
|
-$247K
|
-1,457
|
Closed
|
|
|
4774
|
Lionshead Wealth Management
New York
|
–
|
-$246K
|
-1,451
|
Closed
|
|
|
4775
|
ATLas Financial Planning
Alpharetta,
Georgia
|
–
|
-$245K
|
-1,442
|
Closed
|
|
