|
501
|
Roosevelt Investment Group
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
502
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$1.28M
|
–
|
–
|
–
|
|
|
503
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.28M
|
–
|
–
|
–
|
|
|
504
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$1.28M
|
–
|
–
|
–
|
|
|
505
|
Tiedemann Advisors
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
506
|
Washington Trust
Westerly,
Rhode Island
|
$1.28M
|
–
|
–
|
–
|
|
|
507
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
508
|
Middleton & Co
Boston,
Massachusetts
|
$1.28M
|
+$310K
|
+1
|
+33%
|
|
|
509
|
SouthState Corp
Winter Haven,
Florida
|
$1.28M
|
+$310K
|
+1
|
+33%
|
|
|
510
|
GAM Holding
Zurich,
Switzerland
|
$1.28M
|
+$1.24M
|
+4
|
New
|
|
|
511
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.28M
|
+$124M
|
+400
|
New
|
|
|
512
|
Vista Capital Partners
Portland,
Oregon
|
$1.16M
|
+$17.7M
|
+57
|
+1%
|
|
|
513
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$972K
|
+$92.9M
|
+300
|
New
|
|
|
514
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$960K
|
-$310K
|
-1
|
-25%
|
|
|
515
|
|
$960K
|
–
|
–
|
–
|
|
|
516
|
AllianceBernstein
Nashville,
Tennessee
|
$960K
|
–
|
–
|
–
|
|
|
517
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$960K
|
–
|
–
|
–
|
|
|
518
|
Baltimore Capital Management
Baltimore,
Maryland
|
$960K
|
–
|
–
|
–
|
|
|
519
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$960K
|
–
|
–
|
–
|
|
|
520
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$960K
|
–
|
–
|
–
|
|
|
521
|
BOK Financial Private Wealth
Denver,
Colorado
|
$960K
|
–
|
–
|
–
|
|
|
522
|
Boston Family Office
Boston,
Massachusetts
|
$960K
|
–
|
–
|
–
|
|
|
523
|
Boston Trust Walden
Boston,
Massachusetts
|
$960K
|
–
|
–
|
–
|
|
|
524
|
BTC Capital Management
Des Moines,
Iowa
|
$960K
|
–
|
–
|
–
|
|
|
525
|
Cadence Bank
Tupelo,
Mississippi
|
$960K
|
–
|
–
|
–
|
|
