|
401
|
Altium Wealth Management
Purchase,
New York
|
$1.81M
|
–
|
–
|
–
|
|
|
402
|
Avantax Advisory Services
Dallas,
Texas
|
$1.81M
|
–
|
–
|
–
|
|
|
403
|
Avenir Corporation
Alexandria,
Virginia
|
$1.81M
|
–
|
–
|
–
|
|
|
404
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
405
|
|
$1.81M
|
–
|
–
|
–
|
|
|
406
|
Blackhill Capital
Morristown,
New Jersey
|
$1.81M
|
–
|
–
|
–
|
|
|
407
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
408
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1.81M
|
–
|
–
|
–
|
|
|
409
|
Dalton Investments
Las Vegas,
Nevada
|
$1.81M
|
–
|
–
|
–
|
|
|
410
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
411
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
412
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.81M
|
–
|
–
|
–
|
|
|
413
|
Glenview Trust
Louisville,
Kentucky
|
$1.81M
|
–
|
–
|
–
|
|
|
414
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.81M
|
–
|
–
|
–
|
|
|
415
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
416
|
|
$1.81M
|
–
|
–
|
–
|
|
|
417
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.81M
|
–
|
–
|
–
|
|
|
418
|
Northside Capital Management
Hood River,
Oregon
|
$1.81M
|
–
|
–
|
–
|
|
|
419
|
Steward Partners Investment Advisory
New York
|
$1.81M
|
–
|
–
|
–
|
|
|
420
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.81M
|
–
|
–
|
–
|
|
|
421
|
Tirschwell & Loewy
New York
|
$1.81M
|
–
|
–
|
–
|
|
|
422
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.81M
|
+$303K
|
+1
|
+20%
|
|
|
423
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.81M
|
+$303K
|
+1
|
+20%
|
|
|
424
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.81M
|
+$303K
|
+1
|
+20%
|
|
|
425
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.81M
|
+$606K
|
+2
|
+50%
|
|
