|
476
|
Washington Trust
Westerly,
Rhode Island
|
$1.02M
|
–
|
–
|
–
|
|
|
477
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
478
|
Family Management
New York
|
$1.02M
|
+$250K
|
+1
|
+33%
|
|
|
479
|
Waverly Advisors
Birmingham,
Alabama
|
$1.02M
|
+$250K
|
+1
|
+33%
|
|
|
480
|
Continuum Advisory
Eagle,
Idaho
|
$1.02M
|
+$999K
|
+4
|
New
|
|
|
481
|
Institute for Wealth Management
Denver,
Colorado
|
$1.02M
|
+$999K
|
+4
|
New
|
|
|
482
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$1.02M
|
+$999K
|
+4
|
New
|
|
|
483
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$1.02M
|
–
|
–
|
–
|
|
|
484
|
Croft-Leominster
Baltimore,
Maryland
|
$1.02M
|
–
|
–
|
–
|
|
|
485
|
IFC Holdings
Tampa,
Florida
|
$1.02M
|
–
|
–
|
–
|
|
|
486
|
Trust Company of Toledo
Holland,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
487
|
Cetera Advisors
Denver,
Colorado
|
$765K
|
–
|
–
|
–
|
|
|
488
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$764K
|
–
|
–
|
–
|
|
|
489
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$764K
|
-$2.25M
|
-9
|
-75%
|
|
|
490
|
MAI Capital Management
Independence,
Ohio
|
$764K
|
-$250K
|
-1
|
-25%
|
|
|
491
|
Perigon Wealth Management
San Francisco,
California
|
$764K
|
-$250K
|
-1
|
-25%
|
|
|
492
|
Scotia Capital
Toronto,
Ontario, Canada
|
$764K
|
-$250K
|
-1
|
-25%
|
|
|
493
|
|
$764K
|
–
|
–
|
–
|
|
|
494
|
AllianceBernstein
Nashville,
Tennessee
|
$764K
|
–
|
–
|
–
|
|
|
495
|
Allworth Financial
Folsom,
California
|
$764K
|
–
|
–
|
–
|
|
|
496
|
Baltimore Capital Management
Baltimore,
Maryland
|
$764K
|
–
|
–
|
–
|
|
|
497
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$764K
|
–
|
–
|
–
|
|
|
498
|
BOK Financial Private Wealth
Denver,
Colorado
|
$764K
|
–
|
–
|
–
|
|
|
499
|
Boston Trust Walden
Boston,
Massachusetts
|
$764K
|
–
|
–
|
–
|
|
|
500
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$764K
|
–
|
–
|
–
|
|
