|
526
|
WealthSource Partners
San Luis Obispo,
California
|
$750K
|
–
|
–
|
–
|
|
|
527
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$750K
|
–
|
–
|
–
|
|
|
528
|
Diversified Trust
Memphis,
Tennessee
|
$750K
|
+$251K
|
+1
|
+50%
|
|
|
529
|
Family Management
New York
|
$750K
|
+$502K
|
+2
|
+200%
|
|
|
530
|
Baltimore Capital Management
Baltimore,
Maryland
|
$750K
|
+$753K
|
+3
|
New
|
|
|
531
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$750K
|
+$753K
|
+3
|
New
|
|
|
532
|
Waverly Advisors
Birmingham,
Alabama
|
$750K
|
+$753K
|
+3
|
New
|
|
|
533
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$750K
|
–
|
–
|
–
|
|
|
534
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$749K
|
-$1M
|
-4
|
-57%
|
|
|
535
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$749K
|
-$251K
|
-1
|
-25%
|
|
|
536
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$570K
|
+$2.51M
|
+10
|
+50%
|
|
|
537
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
538
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$500K
|
-$2.01M
|
-8
|
-80%
|
|
|
539
|
SG Americas Securities
New York
|
$500K
|
-$1.51M
|
-6
|
-75%
|
|
|
540
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$500K
|
-$502K
|
-2
|
-50%
|
|
|
541
|
Alpha Cubed Investments
Irvine,
California
|
$500K
|
-$502K
|
-2
|
-50%
|
|
|
542
|
Conning Inc
Hartford,
Connecticut
|
$500K
|
-$251K
|
-1
|
-33%
|
|
|
543
|
Raymond James Trust
St. Petersburg,
Florida
|
$500K
|
-$251K
|
-1
|
-33%
|
|
|
544
|
Tortoise Investment Management
White Plains,
New York
|
$500K
|
-$251K
|
-1
|
-33%
|
|
|
545
|
AE Wealth Management
Topeka,
Kansas
|
$500K
|
–
|
–
|
–
|
|
|
546
|
Arcus Capital Partners
Atlanta,
Georgia
|
$500K
|
–
|
–
|
–
|
|
|
547
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$500K
|
–
|
–
|
–
|
|
|
548
|
Aveo Capital Partners
Englewood,
Colorado
|
$500K
|
–
|
–
|
–
|
|
|
549
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$500K
|
–
|
–
|
–
|
|
|
550
|
BancorpSouth
Tupelo,
Mississippi
|
$500K
|
–
|
–
|
–
|
|
