|
351
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$2.75M
|
–
|
–
|
–
|
|
|
352
|
CWA Asset Management Group
Naples,
Florida
|
$2.75M
|
+$313K
|
+1
|
+13%
|
|
|
353
|
Spinnaker Trust
Portland,
Maine
|
$2.45M
|
-$313K
|
-1
|
-11%
|
|
|
354
|
Aspiriant LLC
Los Angeles,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
355
|
BB&T Securities
Richmond,
Virginia
|
$2.45M
|
–
|
–
|
–
|
|
|
356
|
Clarius Group LLC
Seattle,
Washington
|
$2.45M
|
–
|
–
|
–
|
|
|
357
|
Compass Capital Management
Minneapolis,
Minnesota
|
$2.45M
|
–
|
–
|
–
|
|
|
358
|
Credit Agricole
Montrouge Cedex,
France
|
$2.45M
|
–
|
–
|
–
|
|
|
359
|
Kelleher Financial Advisors
New York
|
$2.45M
|
–
|
–
|
–
|
|
|
360
|
Mraz Amerine & Associates
Modesto,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
361
|
|
$2.45M
|
–
|
–
|
–
|
|
|
362
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.45M
|
–
|
–
|
–
|
|
|
363
|
Pacific Global Investment Management
Glendale,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
364
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.45M
|
–
|
–
|
–
|
|
|
365
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.45M
|
–
|
–
|
–
|
|
|
366
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2.45M
|
–
|
–
|
–
|
|
|
367
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$2.45M
|
+$313K
|
+1
|
+14%
|
|
|
368
|
Private Advisor Group
Morristown,
New Jersey
|
$2.45M
|
+$313K
|
+1
|
+14%
|
|
|
369
|
Atria Investments
Charlotte,
North Carolina
|
$2.45M
|
+$939K
|
+3
|
+60%
|
|
|
370
|
Almitas Capital
Santa Monica,
California
|
$2.45M
|
+$2.5M
|
+8
|
New
|
|
|
371
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.45M
|
+$2.5M
|
+8
|
New
|
|
|
372
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.14M
|
-$1.25M
|
-4
|
-36%
|
|
|
373
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.14M
|
-$313K
|
-1
|
-13%
|
|
|
374
|
Truist Financial
Charlotte,
North Carolina
|
$2.14M
|
-$313K
|
-1
|
-13%
|
|
|
375
|
Account Management
Boxford,
Massachusetts
|
$2.14M
|
–
|
–
|
–
|
|
