|
476
|
Summit Financial Strategies
Columbus,
Ohio
|
$999K
|
–
|
–
|
–
|
|
|
477
|
Thomas Story & Son
Culver,
Indiana
|
$999K
|
–
|
–
|
–
|
|
|
478
|
Washington Trust
Westerly,
Rhode Island
|
$999K
|
–
|
–
|
–
|
|
|
479
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$999K
|
–
|
–
|
–
|
|
|
480
|
|
$999K
|
+$502K
|
+2
|
+100%
|
|
|
481
|
Croft-Leominster
Baltimore,
Maryland
|
$999K
|
+$1M
|
+4
|
New
|
|
|
482
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$999K
|
+$1M
|
+4
|
New
|
|
|
483
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$990K
|
–
|
–
|
–
|
|
|
484
|
Concert Wealth Management
San Jose,
California
|
$976K
|
–
|
–
|
–
|
|
|
485
|
ING Group
Amsterdam,
Netherlands
|
$852K
|
-$251K
|
-1
|
-20%
|
|
|
486
|
Chelsea Counsel Company
Los Angeles,
California
|
$750K
|
-$251K
|
-1
|
-25%
|
|
|
487
|
Roundview Capital
Princeton,
New Jersey
|
$750K
|
-$251K
|
-1
|
-25%
|
|
|
488
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$750K
|
-$251K
|
-1
|
-25%
|
|
|
489
|
|
$750K
|
–
|
–
|
–
|
|
|
490
|
AllianceBernstein
Nashville,
Tennessee
|
$750K
|
–
|
–
|
–
|
|
|
491
|
Allworth Financial
Folsom,
California
|
$750K
|
–
|
–
|
–
|
|
|
492
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$750K
|
–
|
–
|
–
|
|
|
493
|
Benchmark Capital Advisors
New York
|
$750K
|
–
|
–
|
–
|
|
|
494
|
BOK Financial Private Wealth
Denver,
Colorado
|
$750K
|
–
|
–
|
–
|
|
|
495
|
Boston Trust Walden
Boston,
Massachusetts
|
$750K
|
–
|
–
|
–
|
|
|
496
|
Busey Bank
Urbana,
Illinois
|
$750K
|
–
|
–
|
–
|
|
|
497
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$750K
|
–
|
–
|
–
|
|
|
498
|
Capital Planning Advisors
Roseville,
California
|
$750K
|
–
|
–
|
–
|
|
|
499
|
Cetera Advisors
Denver,
Colorado
|
$750K
|
–
|
–
|
–
|
|
|
500
|
Cobiz Wealth
Denver,
Colorado
|
$750K
|
–
|
–
|
–
|
|
