|
401
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.88M
|
–
|
–
|
–
|
|
|
402
|
Curi RMB Capital
Chicago,
Illinois
|
$2.88M
|
–
|
–
|
–
|
|
|
403
|
SOA Wealth Advisors
New York
|
$2.88M
|
–
|
–
|
–
|
|
|
404
|
Karpas Strategies
Litchfield,
Connecticut
|
$2.6M
|
–
|
–
|
–
|
|
|
405
|
Caldwell Trust
Venice,
Florida
|
$2.47M
|
–
|
–
|
–
|
|
|
406
|
Kelleher Financial Advisors
New York
|
$2.47M
|
-$20.7M
|
-49
|
-89%
|
|
|
407
|
AJ Wealth Strategies
New York
|
$2.47M
|
–
|
–
|
–
|
|
|
408
|
Allworth Financial
Folsom,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
409
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.47M
|
–
|
–
|
–
|
|
|
410
|
Augustine Asset Management
Jacksonville,
Florida
|
$2.47M
|
–
|
–
|
–
|
|
|
411
|
Avenir Corporation
Alexandria,
Virginia
|
$2.47M
|
–
|
–
|
–
|
|
|
412
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.47M
|
–
|
–
|
–
|
|
|
413
|
Blackhill Capital
Morristown,
New Jersey
|
$2.47M
|
–
|
–
|
–
|
|
|
414
|
Black Swift Group
Boulder,
Colorado
|
$2.47M
|
–
|
–
|
–
|
|
|
415
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$2.47M
|
–
|
–
|
–
|
|
|
416
|
Cetera Advisor Networks
El Segundo,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
417
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.47M
|
–
|
–
|
–
|
|
|
418
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$2.47M
|
–
|
–
|
–
|
|
|
419
|
Court Place Advisors
Ellicott City,
Maryland
|
$2.47M
|
–
|
–
|
–
|
|
|
420
|
Dimension Capital Management
Coral Gables,
Florida
|
$2.47M
|
–
|
–
|
–
|
|
|
421
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.47M
|
–
|
–
|
–
|
|
|
422
|
FourThought Financial
Venice,
Florida
|
$2.47M
|
–
|
–
|
–
|
|
|
423
|
Geode Capital Management
Boston,
Massachusetts
|
$2.47M
|
–
|
–
|
–
|
|
|
424
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.47M
|
–
|
–
|
–
|
|
|
425
|
Northside Capital Management
Hood River,
Oregon
|
$2.47M
|
–
|
–
|
–
|
|
