|
451
|
Choreo LLC
Rockford,
Illinois
|
$854K
|
–
|
–
|
–
|
|
|
452
|
Coastline Trust
Providence,
Rhode Island
|
$854K
|
–
|
–
|
–
|
|
|
453
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$854K
|
–
|
–
|
–
|
|
|
454
|
Court Place Advisors
Ellicott City,
Maryland
|
$854K
|
–
|
–
|
–
|
|
|
455
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$854K
|
–
|
–
|
–
|
|
|
456
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$854K
|
–
|
–
|
–
|
|
|
457
|
Karpas Strategies
Litchfield,
Connecticut
|
$854K
|
–
|
–
|
–
|
|
|
458
|
Middleton & Co
Boston,
Massachusetts
|
$854K
|
–
|
–
|
–
|
|
|
459
|
MV Capital Management
Bethesda,
Maryland
|
$854K
|
–
|
–
|
–
|
|
|
460
|
Northeast Financial Consultants
Westport,
Connecticut
|
$854K
|
–
|
–
|
–
|
|
|
461
|
North Star Investment Management
Chicago,
Illinois
|
$854K
|
–
|
–
|
–
|
|
|
462
|
Pinnacle Associates
New York
|
$854K
|
–
|
–
|
–
|
|
|
463
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$854K
|
–
|
–
|
–
|
|
|
464
|
Roundview Capital
Princeton,
New Jersey
|
$854K
|
–
|
–
|
–
|
|
|
465
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$854K
|
–
|
–
|
–
|
|
|
466
|
Summit Financial Strategies
Columbus,
Ohio
|
$854K
|
–
|
–
|
–
|
|
|
467
|
Thomas Story & Son
Culver,
Indiana
|
$854K
|
–
|
–
|
–
|
|
|
468
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$854K
|
–
|
–
|
–
|
|
|
469
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$854K
|
–
|
–
|
–
|
|
|
470
|
Trust Company of Toledo
Holland,
Ohio
|
$854K
|
–
|
–
|
–
|
|
|
471
|
Washington Trust
Westerly,
Rhode Island
|
$854K
|
–
|
–
|
–
|
|
|
472
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$854K
|
–
|
–
|
–
|
|
|
473
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$854K
|
+$200K
|
+1
|
+33%
|
|
|
474
|
Private Advisor Group
Morristown,
New Jersey
|
$854K
|
+$200K
|
+1
|
+33%
|
|
|
475
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$854K
|
+$798K
|
+4
|
New
|
|
