|
6001
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$3.52M
|
-$10.5M
|
3
|
0.69%
|
Reduced
|
|
|
6002
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.52M
|
-$30.3K
|
6
|
1.91%
|
Reduced
|
|
|
6003
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.51M
|
-$158K
|
3
|
0.99%
|
Reduced
|
|
|
6004
|
Brogan Financial
Knoxville,
Tennessee
|
$3.51M
|
+$495K
|
4
|
1.41%
|
Increased
|
|
|
6005
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$3.51M
|
-$32.8K
|
6
|
2.75%
|
Reduced
|
|
|
6006
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$3.5M
|
+$92.9K
|
3
|
0.61%
|
Increased
|
|
|
6007
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$3.5M
|
-$35.6K
|
10
|
0.93%
|
Reduced
|
|
|
6008
|
Core Capital Management & Research
Houston,
Texas
|
$3.5M
|
+$3.12M
|
5
|
1.84%
|
New
|
|
|
6009
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$3.5M
|
+$562K
|
21
|
2.8%
|
Increased
|
|
|
6010
|
Avant Financial Advisors
Austin,
Texas
|
$3.49M
|
+$210K
|
4
|
2.18%
|
Increased
|
|
|
6011
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.49M
|
+$133K
|
12
|
0.34%
|
Increased
|
|
|
6012
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$3.49M
|
+$242K
|
6
|
2.96%
|
Increased
|
|
|
6013
|
Waller Financial Planning Group
Columbus,
Ohio
|
$3.48M
|
+$1.08M
|
4
|
0.72%
|
Increased
|
|
|
6014
|
Arbor Wealth Advisors
Troy,
Michigan
|
$3.48M
|
+$36.1K
|
4
|
2.13%
|
Increased
|
|
|
6015
|
SRH Advisors
Salina,
Kansas
|
$3.47M
|
$0
|
6
|
0.88%
|
Maintained
|
|
|
6016
|
Geremia Financial Services
Edison,
New Jersey
|
$3.47M
|
-$4.32M
|
1
|
3.68%
|
Reduced
|
|
|
6017
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$3.47M
|
-$2.72M
|
4
|
1.74%
|
Reduced
|
|
|
6018
|
Tucker Asset Management
Littleton,
Colorado
|
$3.47M
|
+$47.3K
|
6
|
0.86%
|
Increased
|
|
|
6019
|
Michael S. Ryan Inc
Latham,
New York
|
$3.47M
|
-$153K
|
6
|
1.73%
|
Reduced
|
|
|
6020
|
Quantedge Capital
Singapore
|
$3.46M
|
+$2.74M
|
2
|
2.63%
|
New
|
|
|
6021
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$3.46M
|
+$1.38M
|
3
|
2.46%
|
Increased
|
|
|
6022
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.44M
|
+$256K
|
5
|
0.41%
|
Increased
|
|
|
6023
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.43M
|
$0
|
3
|
0.43%
|
Maintained
|
|
|
6024
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$3.42M
|
+$89.6K
|
4
|
0.39%
|
Increased
|
|
|
6025
|
Burkett Asset Management
Victoria,
|
$3.42M
|
-$483K
|
4
|
3.2%
|
Reduced
|
|