|
501
|
Capital Planning Advisors
Roseville,
California
|
$764K
|
–
|
–
|
–
|
|
|
502
|
Chelsea Counsel Company
Los Angeles,
California
|
$764K
|
–
|
–
|
–
|
|
|
503
|
Cobiz Wealth
Denver,
Colorado
|
$764K
|
–
|
–
|
–
|
|
|
504
|
Davidson & Garrard
Lynchburg,
Virginia
|
$764K
|
–
|
–
|
–
|
|
|
505
|
Dimensional Fund Advisors
Austin,
Texas
|
$764K
|
–
|
–
|
–
|
|
|
506
|
Diversified Trust
Memphis,
Tennessee
|
$764K
|
–
|
–
|
–
|
|
|
507
|
Dodge & Cox
San Francisco,
California
|
$764K
|
–
|
–
|
–
|
|
|
508
|
Edgewood Management
Greenwich,
Connecticut
|
$764K
|
–
|
–
|
–
|
|
|
509
|
Endurance Wealth Management
Providence,
Rhode Island
|
$764K
|
–
|
–
|
–
|
|
|
510
|
Fiduciary Group
Savannah,
Georgia
|
$764K
|
–
|
–
|
–
|
|
|
511
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$764K
|
–
|
–
|
–
|
|
|
512
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$764K
|
–
|
–
|
–
|
|
|
513
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$764K
|
–
|
–
|
–
|
|
|
514
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$764K
|
–
|
–
|
–
|
|
|
515
|
Kingfisher Capital
Charlotte,
North Carolina
|
$764K
|
–
|
–
|
–
|
|
|
516
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$764K
|
–
|
–
|
–
|
|
|
517
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$764K
|
–
|
–
|
–
|
|
|
518
|
Montgomery Investment Management
Rockville,
Maryland
|
$764K
|
–
|
–
|
–
|
|
|
519
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$764K
|
–
|
–
|
–
|
|
|
520
|
North American Management
Boston,
Massachusetts
|
$764K
|
–
|
–
|
–
|
|
|
521
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$764K
|
–
|
–
|
–
|
|
|
522
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$764K
|
–
|
–
|
–
|
|
|
523
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$764K
|
–
|
–
|
–
|
|
|
524
|
Roundview Capital
Princeton,
New Jersey
|
$764K
|
–
|
–
|
–
|
|
|
525
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$764K
|
–
|
–
|
–
|
|
