|
501
|
Coastline Trust
Providence,
Rhode Island
|
$1.54M
|
–
|
–
|
–
|
|
|
502
|
East Coast Asset Management
Essex,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
503
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.54M
|
–
|
–
|
–
|
|
|
504
|
Grimes & Company
Westborough,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
505
|
Hendershot Investments
Centreville,
Virginia
|
$1.54M
|
–
|
–
|
–
|
|
|
506
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.54M
|
–
|
–
|
–
|
|
|
507
|
Institute for Wealth Management
Denver,
Colorado
|
$1.54M
|
–
|
–
|
–
|
|
|
508
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.54M
|
–
|
–
|
–
|
|
|
509
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$1.54M
|
–
|
–
|
–
|
|
|
510
|
Middleton & Co
Boston,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
511
|
Palladium Partners
Norfolk,
Virginia
|
$1.54M
|
–
|
–
|
–
|
|
|
512
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.54M
|
–
|
–
|
–
|
|
|
513
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.54M
|
–
|
–
|
–
|
|
|
514
|
Regis Management Company
Menlo Park,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
515
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$1.54M
|
–
|
–
|
–
|
|
|
516
|
Sentinel Trust
Houston,
Texas
|
$1.54M
|
–
|
–
|
–
|
|
|
517
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.54M
|
–
|
–
|
–
|
|
|
518
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.54M
|
–
|
–
|
–
|
|
|
519
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.54M
|
+$367K
|
+1
|
+33%
|
|
|
520
|
Fisher Asset Management
Camas,
Washington
|
$1.54M
|
+$367K
|
+1
|
+33%
|
|
|
521
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.54M
|
+$733K
|
+2
|
+100%
|
|
|
522
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.54M
|
+$733K
|
+2
|
+100%
|
|
|
523
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.54M
|
+$1.1M
|
+3
|
+300%
|
|
|
524
|
Canandaigua National Corp
Canandaigua,
New York
|
$1.54M
|
+$1.47M
|
+4
|
New
|
|
|
525
|
First Interstate Bancsystem
Billings,
Montana
|
$1.54M
|
+$1.47M
|
+4
|
New
|
|
