|
401
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.79M
|
–
|
–
|
–
|
|
|
402
|
|
$1.79M
|
–
|
–
|
–
|
|
|
403
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.79M
|
–
|
–
|
–
|
|
|
404
|
Reilly Herbert Faulkner III
|
$1.79M
|
–
|
–
|
–
|
|
|
405
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.79M
|
–
|
–
|
–
|
|
|
406
|
Tarbox Family Office
Newport Beach,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
407
|
Tirschwell & Loewy
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
408
|
Torch Wealth Management
Cincinnati,
Ohio
|
$1.79M
|
–
|
–
|
–
|
|
|
409
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.79M
|
+$285K
|
+1
|
+20%
|
|
|
410
|
Next Financial Group
Houston,
Texas
|
$1.79M
|
+$854K
|
+3
|
+100%
|
|
|
411
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.79M
|
+$1.71M
|
+6
|
New
|
|
|
412
|
Curi RMB Capital
Chicago,
Illinois
|
$1.79M
|
+$171M
|
+600
|
New
|
|
|
413
|
Glenview Trust
Louisville,
Kentucky
|
$1.78M
|
–
|
–
|
–
|
|
|
414
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.52M
|
–
|
–
|
–
|
|
|
415
|
Private Advisor Group
Morristown,
New Jersey
|
$1.52M
|
–
|
–
|
–
|
|
|
416
|
Zhang Financial
Portage,
Michigan
|
$1.52M
|
–
|
–
|
–
|
|
|
417
|
Silchester International Investors
London,
United Kingdom
|
$1.52M
|
+$2.18B
|
+7,661
|
New
|
|
|
418
|
Russell Investments Group
London,
United Kingdom
|
$1.5M
|
–
|
–
|
–
|
|
|
419
|
SEI Investments
Oaks,
Pennsylvania
|
$1.49M
|
-$43.9M
|
-154
|
-72%
|
|
|
420
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$1.49M
|
-$285K
|
-1
|
-17%
|
|
|
421
|
First Merchants Corp
Muncie,
Indiana
|
$1.49M
|
-$285K
|
-1
|
-17%
|
|
|
422
|
Alexandria Capital
Arlington,
Virginia
|
$1.49M
|
–
|
–
|
–
|
|
|
423
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.49M
|
–
|
–
|
–
|
|
|
424
|
Aristotle Capital Management
Los Angeles,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
425
|
Atria Investments
Charlotte,
North Carolina
|
$1.49M
|
–
|
–
|
–
|
|
