|
476
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.25M
|
–
|
–
|
–
|
|
|
477
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.25M
|
–
|
–
|
–
|
|
|
478
|
Journey Advisory Group
Covington,
Kentucky
|
$2.25M
|
–
|
–
|
–
|
|
|
479
|
L & S Advisors
Los Angeles,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
480
|
Magnus Financial Group
New York
|
$2.25M
|
–
|
–
|
–
|
|
|
481
|
MAI Capital Management
Independence,
Ohio
|
$2.25M
|
–
|
–
|
–
|
|
|
482
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.25M
|
–
|
–
|
–
|
|
|
483
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.25M
|
–
|
–
|
–
|
|
|
484
|
|
$2.25M
|
–
|
–
|
–
|
|
|
485
|
North Star Investment Management
Chicago,
Illinois
|
$2.25M
|
–
|
–
|
–
|
|
|
486
|
Parallel Advisors
San Francisco,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
487
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.25M
|
–
|
–
|
–
|
|
|
488
|
RBO & Co
Saint Helena,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
489
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.25M
|
–
|
–
|
–
|
|
|
490
|
Rex Capital Advisors
Providence,
Rhode Island
|
$2.25M
|
–
|
–
|
–
|
|
|
491
|
Tarbox Family Office
Newport Beach,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
492
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$2.25M
|
–
|
–
|
–
|
|
|
493
|
Vontobel Holding
Zurich,
Switzerland
|
$2.25M
|
–
|
–
|
–
|
|
|
494
|
Prudential Financial
Newark,
New Jersey
|
$2.25M
|
+$432K
|
+1
|
+25%
|
|
|
495
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.25M
|
+$1.3M
|
+3
|
+150%
|
|
|
496
|
Westwood Holdings Group
Dallas,
Texas
|
$2.25M
|
+$1.3M
|
+3
|
+150%
|
|
|
497
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.25M
|
+$2.16M
|
+5
|
New
|
|
|
498
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$2.25M
|
+$2.16M
|
+5
|
New
|
|
|
499
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.25M
|
+$2.16M
|
+5
|
New
|
|
|
500
|
Elk River Wealth Management
Denver,
Colorado
|
$2.25M
|
+$216M
|
+500
|
New
|
|
