|
501
|
Grimes & Company
Westborough,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
502
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.36M
|
–
|
–
|
–
|
|
|
503
|
Institute for Wealth Management
Denver,
Colorado
|
$1.36M
|
–
|
–
|
–
|
|
|
504
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.36M
|
–
|
–
|
–
|
|
|
505
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.36M
|
–
|
–
|
–
|
|
|
506
|
London & Capital Asset Management
London,
United Kingdom
|
$1.36M
|
–
|
–
|
–
|
|
|
507
|
Middleton & Co
Boston,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
508
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.36M
|
–
|
–
|
–
|
|
|
509
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.36M
|
–
|
–
|
–
|
|
|
510
|
Regis Management Company
Menlo Park,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
511
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$1.36M
|
–
|
–
|
–
|
|
|
512
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
513
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
|
514
|
SouthState Corp
Winter Haven,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
515
|
Capital Planning Advisors
Roseville,
California
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
|
516
|
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
|
517
|
Hendershot Investments
Centreville,
Virginia
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
|
518
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
|
519
|
World Asset Management
Detroit,
Michigan
|
$1.36M
|
+$326K
|
+1
|
+33%
|
|
|
520
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.36M
|
+$1.3M
|
+4
|
New
|
|
|
521
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.36M
|
+$1.3M
|
+4
|
New
|
|
|
522
|
Newport Wealth Strategies
Irvine,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
523
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
524
|
Vista Capital Partners
Portland,
Oregon
|
$1.16M
|
–
|
–
|
–
|
|
|
525
|
Means Investment Company
Bangor,
Maine
|
$1.03M
|
–
|
–
|
–
|
|
