|
451
|
Karpas Strategies
Litchfield,
Connecticut
|
$865K
|
–
|
–
|
–
|
|
|
452
|
MAI Capital Management
Independence,
Ohio
|
$865K
|
–
|
–
|
–
|
|
|
453
|
Middleton & Co
Boston,
Massachusetts
|
$865K
|
–
|
–
|
–
|
|
|
454
|
MV Capital Management
Bethesda,
Maryland
|
$865K
|
–
|
–
|
–
|
|
|
455
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$865K
|
–
|
–
|
–
|
|
|
456
|
Northeast Financial Consultants
Westport,
Connecticut
|
$865K
|
–
|
–
|
–
|
|
|
457
|
North Star Investment Management
Chicago,
Illinois
|
$865K
|
–
|
–
|
–
|
|
|
458
|
Parsons Capital Management
Providence,
Rhode Island
|
$865K
|
–
|
–
|
–
|
|
|
459
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$865K
|
–
|
–
|
–
|
|
|
460
|
Roundview Capital
Princeton,
New Jersey
|
$865K
|
–
|
–
|
–
|
|
|
461
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$865K
|
–
|
–
|
–
|
|
|
462
|
Summit Financial Strategies
Columbus,
Ohio
|
$865K
|
–
|
–
|
–
|
|
|
463
|
Thomas Story & Son
Culver,
Indiana
|
$865K
|
–
|
–
|
–
|
|
|
464
|
Washington Trust
Westerly,
Rhode Island
|
$865K
|
–
|
–
|
–
|
|
|
465
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$865K
|
–
|
–
|
–
|
|
|
466
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$865K
|
+$219K
|
+1
|
+33%
|
|
|
467
|
Scotia Capital
Toronto,
Ontario, Canada
|
$865K
|
+$219K
|
+1
|
+33%
|
|
|
468
|
Brighton Jones LLC
Seattle,
Washington
|
$865K
|
–
|
–
|
–
|
|
|
469
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$865K
|
–
|
–
|
–
|
|
|
470
|
Croft-Leominster
Baltimore,
Maryland
|
$864K
|
–
|
–
|
–
|
|
|
471
|
IFC Holdings
Tampa,
Florida
|
$864K
|
–
|
–
|
–
|
|
|
472
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$864K
|
–
|
–
|
–
|
|
|
473
|
Trust Company of Toledo
Holland,
Ohio
|
$864K
|
–
|
–
|
–
|
|
|
474
|
Endurance Wealth Management
Providence,
Rhode Island
|
$653K
|
–
|
–
|
–
|
|
|
475
|
Citadel Advisors
Miami,
Florida
|
$649K
|
-$3.07M
|
-14
|
-82%
|
|
