|
451
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
452
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.56M
|
–
|
–
|
–
|
|
|
453
|
L & S Advisors
Los Angeles,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
454
|
Lucia Wealth Services
San Diego,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
455
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.56M
|
–
|
–
|
–
|
|
|
456
|
North Star Investment Management
Chicago,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
|
457
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.56M
|
–
|
–
|
–
|
|
|
458
|
RBO & Co
Saint Helena,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
459
|
Reilly Herbert Faulkner III
|
$1.56M
|
–
|
–
|
–
|
|
|
460
|
Roosevelt Investment Group
New York
|
$1.56M
|
–
|
–
|
–
|
|
|
461
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.56M
|
–
|
–
|
–
|
|
|
462
|
Tarbox Family Office
Newport Beach,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
463
|
Torch Wealth Management
Cincinnati,
Ohio
|
$1.56M
|
–
|
–
|
–
|
|
|
464
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
465
|
Whitnell & Co
Oak Brook,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
|
466
|
First Interstate Bank
Billings,
Montana
|
$1.56M
|
+$309K
|
+1
|
+25%
|
|
|
467
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.56M
|
+$619K
|
+2
|
+67%
|
|
|
468
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.56M
|
+$619K
|
+2
|
+67%
|
|
|
469
|
Mission Wealth Management
Santa Barbara,
California
|
$1.56M
|
+$1.24M
|
+4
|
+400%
|
|
|
470
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.56M
|
+$1.55M
|
+5
|
New
|
|
|
471
|
Atria Investments
Charlotte,
North Carolina
|
$1.25M
|
-$1.55M
|
-5
|
-56%
|
|
|
472
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.25M
|
-$309K
|
-1
|
-20%
|
|
|
473
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.25M
|
-$309K
|
-1
|
-20%
|
|
|
474
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.25M
|
–
|
–
|
–
|
|
|
475
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
