|
501
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.27M
|
–
|
–
|
–
|
|
|
502
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.27M
|
–
|
–
|
–
|
|
|
503
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.27M
|
–
|
–
|
–
|
|
|
504
|
London & Capital Asset Management
London,
United Kingdom
|
$1.27M
|
–
|
–
|
–
|
|
|
505
|
MAI Capital Management
Independence,
Ohio
|
$1.27M
|
–
|
–
|
–
|
|
|
506
|
Middleton & Co
Boston,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
507
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.27M
|
–
|
–
|
–
|
|
|
508
|
Nomura Asset Management
Tokyo,
Japan
|
$1.27M
|
–
|
–
|
–
|
|
|
509
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.27M
|
–
|
–
|
–
|
|
|
510
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.27M
|
–
|
–
|
–
|
|
|
511
|
Palladium Partners
Norfolk,
Virginia
|
$1.27M
|
–
|
–
|
–
|
|
|
512
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.27M
|
–
|
–
|
–
|
|
|
513
|
Pinnacle Associates
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
514
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$1.27M
|
–
|
–
|
–
|
|
|
515
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
516
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.27M
|
–
|
–
|
–
|
|
|
517
|
SouthState Corp
Winter Haven,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
518
|
Tiedemann Advisors
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
519
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.27M
|
–
|
–
|
–
|
|
|
520
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.27M
|
+$311K
|
+1
|
+33%
|
|
|
521
|
Moseley Investment Management
Bradenton,
Florida
|
$1.27M
|
+$311K
|
+1
|
+33%
|
|
|
522
|
Institute for Wealth Management
Denver,
Colorado
|
$1.27M
|
+$1.24M
|
+4
|
New
|
|
|
523
|
SignatureFD
Atlanta,
Georgia
|
$1.27M
|
+$1.24M
|
+4
|
New
|
|
|
524
|
Colony Group
Boston,
Massachusetts
|
$1.27M
|
+$124M
|
+400
|
New
|
|
|
525
|
Newport Wealth Strategies
Irvine,
California
|
$1.25M
|
–
|
–
|
–
|
|
