|
1401
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$168K
|
+$175K
|
+376
|
New
|
|
|
1402
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$166K
|
-$120K
|
-257
|
-41%
|
|
|
1403
|
Wall Street Financial Group
Carlinville,
Illinois
|
$163K
|
-$44.8K
|
-96
|
-21%
|
|
|
1404
|
Eastern Bank
Boston,
Massachusetts
|
$162K
|
+$18.7K
|
+40
|
+12%
|
|
|
1405
|
Bard Associates
Chicago,
Illinois
|
$156K
|
–
|
–
|
–
|
|
|
1406
|
Paradigm Asset Management
New York
|
$156K
|
–
|
–
|
–
|
|
|
1407
|
Signature Equity Partners
Columbus,
Ohio
|
$155K
|
+$141K
|
+303
|
+689%
|
|
|
1408
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$153K
|
-$25.2K
|
-54
|
-14%
|
|
|
1409
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$151K
|
-$13.5K
|
-29
|
-8%
|
|
|
1410
|
Addison Advisors
Middlebury,
Vermont
|
$146K
|
+$933
|
+2
|
+0.6%
|
|
|
1411
|
Clean Yield Group
Norwich,
Vermont
|
$144K
|
–
|
–
|
–
|
|
|
1412
|
Highline Wealth Partners
Sherman Oaks,
California
|
$144K
|
+$138K
|
+297
|
+1,188%
|
|
|
1413
|
Goodman Advisory Group
Needham,
Massachusetts
|
$139K
|
-$31.7K
|
-68
|
-18%
|
|
|
1414
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$138K
|
-$24.2K
|
-52
|
-14%
|
|
|
1415
|
TFC Financial Management
Boston,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
1416
|
Toth Financial Advisory
Leesburg,
Virginia
|
$137K
|
+$35.4K
|
+76
|
+33%
|
|
|
1417
|
Root Financial Partners
Encinitas,
California
|
$136K
|
+$16.8K
|
+36
|
+13%
|
|
|
1418
|
Covestor
London,
United Kingdom
|
$136K
|
-$84.4K
|
-181
|
-37%
|
|
|
1419
|
McMillan Office
St. Clair Shores,
Michigan
|
$134K
|
–
|
–
|
–
|
|
|
1420
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$131K
|
+$137K
|
+294
|
New
|
|
|
1421
|
Key Financial Inc
West Chester,
Pennsylvania
|
$129K
|
–
|
–
|
–
|
|
|
1422
|
Tripletail Wealth Management
Orlando,
Florida
|
$127K
|
–
|
–
|
–
|
|
|
1423
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$126K
|
–
|
–
|
–
|
|
|
1424
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$125K
|
+$131K
|
+280
|
New
|
|
|
1425
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
