|
626
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$48.6K
|
+$50K
|
+147
|
New
|
|
|
627
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$48.3K
|
+$1.7K
|
+5
|
+4%
|
|
|
628
|
Rossby Financial
Melbourne,
Florida
|
$47K
|
+$6.47K
|
+19
|
+15%
|
|
|
629
|
Steph & Co
Marinette,
Wisconsin
|
$44.7K
|
–
|
–
|
–
|
|
|
630
|
Hilltop National Bank
Casper,
Wyoming
|
$43.3K
|
+$17.4K
|
+51
|
+64%
|
|
|
631
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$43K
|
+$44.2K
|
+130
|
New
|
|
|
632
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$42K
|
+$7.83K
|
+23
|
+22%
|
|
|
633
|
Bessemer Group
Woodbridge,
New Jersey
|
$40K
|
-$35.7K
|
-105
|
-46%
|
|
|
634
|
Huntington National Bank
Columbus,
Ohio
|
$39.4K
|
+$5.79K
|
+17
|
+17%
|
|
|
635
|
Clearstead Advisors
Cleveland,
Ohio
|
$38.4K
|
-$10.5K
|
-31
|
-21%
|
|
|
636
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$37.6K
|
+$1.7K
|
+5
|
+5%
|
|
|
637
|
First Horizon Corporation
Memphis,
Tennessee
|
$37.4K
|
-$17K
|
-50
|
-31%
|
|
|
638
|
Colonial Trust
Spartanburg,
South Carolina
|
$34.2K
|
+$1.36K
|
+4
|
+4%
|
|
|
639
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$33.4K
|
+$1.36K
|
+4
|
+4%
|
|
|
640
|
Essential Partners
Rancho Santa Fe,
California
|
$33.1K
|
-$117K
|
-345
|
-78%
|
|
|
641
|
Hartford Financial Management
Hartford,
Connecticut
|
$33.1K
|
–
|
–
|
–
|
|
|
642
|
Westside Investment Management
Santa Monica,
California
|
$30.6K
|
–
|
–
|
–
|
|
|
643
|
CVA Family Office
Denver,
Colorado
|
$30.4K
|
+$11.2K
|
+33
|
+56%
|
|
|
644
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$30.1K
|
+$1.7K
|
+5
|
+5%
|
|
|
645
|
Whittier Trust
South Pasadena,
California
|
$29.7K
|
+$7.15K
|
+21
|
+30%
|
|
|
646
|
Manchester Capital Management
Manchester,
Vermont
|
$28.5K
|
+$681
|
+2
|
+2%
|
|
|
647
|
Root Financial Partners
Encinitas,
California
|
$26.1K
|
+$5.79K
|
+17
|
+27%
|
|
|
648
|
Destiny Wealth Partners
Tavares,
Florida
|
$25.5K
|
+$26.2K
|
+77
|
New
|
|
|
649
|
True Wealth Design
Akron,
Ohio
|
$25.1K
|
-$26.9K
|
-79
|
-51%
|
|
|
650
|
Salomon & Ludwin
Richmond,
Virginia
|
$24.9K
|
+$18.7K
|
+55
|
+239%
|
|
