|
451
|
Lucia Wealth Services
San Diego,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
452
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.7M
|
–
|
–
|
–
|
|
|
453
|
Mission Wealth Management
Santa Barbara,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
454
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.7M
|
–
|
–
|
–
|
|
|
455
|
North Star Investment Management
Chicago,
Illinois
|
$1.7M
|
–
|
–
|
–
|
|
|
456
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.7M
|
–
|
–
|
–
|
|
|
457
|
RBO & Co
Saint Helena,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
458
|
Reilly Herbert Faulkner III
|
$1.7M
|
–
|
–
|
–
|
|
|
459
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.7M
|
–
|
–
|
–
|
|
|
460
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.7M
|
–
|
–
|
–
|
|
|
461
|
Tarbox Family Office
Newport Beach,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
462
|
Whitnell & Co
Oak Brook,
Illinois
|
$1.7M
|
–
|
–
|
–
|
|
|
463
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.7M
|
+$326K
|
+1
|
+25%
|
|
|
464
|
MAI Capital Management
Independence,
Ohio
|
$1.7M
|
+$326K
|
+1
|
+25%
|
|
|
465
|
Moseley Investment Management
Bradenton,
Florida
|
$1.7M
|
+$326K
|
+1
|
+25%
|
|
|
466
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$1.7M
|
–
|
–
|
–
|
|
|
467
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.7M
|
–
|
–
|
–
|
|
|
468
|
Torch Wealth Management
Cincinnati,
Ohio
|
$1.7M
|
–
|
–
|
–
|
|
|
469
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.7M
|
+$1.63M
|
+5
|
New
|
|
|
470
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.59M
|
–
|
–
|
–
|
|
|
471
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.41M
|
–
|
–
|
–
|
|
|
472
|
Palladium Partners
Norfolk,
Virginia
|
$1.36M
|
-$326K
|
-1
|
-20%
|
|
|
473
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.36M
|
–
|
–
|
–
|
|
|
474
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
475
|
BTC Capital Management
Des Moines,
Iowa
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
