|
501
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.25M
|
–
|
–
|
–
|
|
|
502
|
Institute for Wealth Management
Denver,
Colorado
|
$1.25M
|
–
|
–
|
–
|
|
|
503
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.25M
|
–
|
–
|
–
|
|
|
504
|
London & Capital Asset Management
London,
United Kingdom
|
$1.25M
|
–
|
–
|
–
|
|
|
505
|
MAI Capital Management
Independence,
Ohio
|
$1.25M
|
–
|
–
|
–
|
|
|
506
|
Middleton & Co
Boston,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
507
|
Moseley Investment Management
Bradenton,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
508
|
Newport Wealth Strategies
Irvine,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
509
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.25M
|
–
|
–
|
–
|
|
|
510
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.25M
|
–
|
–
|
–
|
|
|
511
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.25M
|
–
|
–
|
–
|
|
|
512
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.25M
|
–
|
–
|
–
|
|
|
513
|
Pinnacle Associates
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
514
|
Regis Management Company
Menlo Park,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
515
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$1.25M
|
–
|
–
|
–
|
|
|
516
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
517
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.25M
|
–
|
–
|
–
|
|
|
518
|
SouthState Corp
Winter Haven,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
519
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.25M
|
–
|
–
|
–
|
|
|
520
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.25M
|
+$309K
|
+1
|
+33%
|
|
|
521
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.25M
|
+$619K
|
+2
|
+100%
|
|
|
522
|
Corda Investment Management
Houston,
Texas
|
$1.25M
|
+$1.24M
|
+4
|
New
|
|
|
523
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$1.25M
|
–
|
–
|
–
|
|
|
524
|
Fosun International
Hong Kong,
China
|
$1.25M
|
–
|
–
|
–
|
|
|
525
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.24M
|
+$309K
|
+1
|
+33%
|
|
