|
1651
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$343K
|
+$326K
|
+692
|
New
|
|
|
1652
|
Cascade Financial Partners
San Diego,
California
|
$341K
|
–
|
–
|
–
|
|
|
1653
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$341K
|
–
|
–
|
–
|
|
|
1654
|
Oasis Advisors
Forest City,
Iowa
|
$341K
|
+$325K
|
+688
|
New
|
|
|
1655
|
Members Trust
Tampa,
Florida
|
$341K
|
+$6.13K
|
+13
|
+2%
|
|
|
1656
|
One Capital Management
Westlake Village,
California
|
$340K
|
+$31.1K
|
+66
|
+11%
|
|
|
1657
|
Golden Reserve Retirement
Dublin,
Ohio
|
$340K
|
+$323K
|
+685
|
New
|
|
|
1658
|
Astoria Portfolio Advisors
New York
|
$338K
|
-$36.3K
|
-77
|
-10%
|
|
|
1659
|
RDA Financial Network
Akron,
Iowa
|
$338K
|
+$472
|
+1
|
+0.1%
|
|
|
1660
|
Kestra Investment Management
Austin,
Texas
|
$336K
|
-$289K
|
-613
|
-47%
|
|
|
1661
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
$336K
|
+$321K
|
+680
|
New
|
|
|
1662
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$335K
|
+$314K
|
+666
|
New
|
|
|
1663
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$335K
|
+$54.7K
|
+116
|
+21%
|
|
|
1664
|
Curated Wealth Partners
El Segundo,
California
|
$334K
|
+$69.8K
|
+148
|
+28%
|
|
|
1665
|
Stronghold Wealth Management
Tampa,
Florida
|
$334K
|
+$29.7K
|
+63
|
+10%
|
|
|
1666
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$334K
|
–
|
–
|
–
|
|
|
1667
|
VisionPoint Advisory Group
Dallas,
Texas
|
$333K
|
+$32.1K
|
+68
|
+11%
|
|
|
1668
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
1669
|
Veracity Capital
Atlanta,
Georgia
|
$332K
|
-$897K
|
-1,901
|
-74%
|
|
|
1670
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$331K
|
–
|
–
|
–
|
|
|
1671
|
Spire Wealth Management
Mclean,
Virginia
|
$330K
|
-$18.4K
|
-39
|
-6%
|
|
|
1672
|
Embree Financial Group
Chicago,
Illinois
|
$329K
|
+$30.7K
|
+65
|
+11%
|
|
|
1673
|
Delta Asset Management
Memphis,
Tennessee
|
$329K
|
–
|
–
|
–
|
|
|
1674
|
Lifestyle Asset Management
Friendswood,
Texas
|
$329K
|
+$313K
|
+663
|
New
|
|
|
1675
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$329K
|
+$23.1K
|
+49
|
+8%
|
|
