|
526
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$824K
|
–
|
–
|
–
|
|
|
527
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$824K
|
–
|
–
|
–
|
|
|
528
|
Roundview Capital
Princeton,
New Jersey
|
$824K
|
–
|
–
|
–
|
|
|
529
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$824K
|
–
|
–
|
–
|
|
|
530
|
Scotia Capital
Toronto,
Ontario, Canada
|
$824K
|
–
|
–
|
–
|
|
|
531
|
Shikiar Asset Management
New York
|
$824K
|
–
|
–
|
–
|
|
|
532
|
SouthState Corp
Winter Haven,
Florida
|
$824K
|
–
|
–
|
–
|
|
|
533
|
Spinnaker Trust
Portland,
Maine
|
$824K
|
–
|
–
|
–
|
|
|
534
|
Summit Asset Management
Memphis,
Tennessee
|
$824K
|
–
|
–
|
–
|
|
|
535
|
Synovus Financial
Columbus,
Georgia
|
$824K
|
–
|
–
|
–
|
|
|
536
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$824K
|
–
|
–
|
–
|
|
|
537
|
Violich Capital Management
San Francisco,
California
|
$824K
|
–
|
–
|
–
|
|
|
538
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$824K
|
–
|
–
|
–
|
|
|
539
|
WealthSource Partners
San Luis Obispo,
California
|
$824K
|
–
|
–
|
–
|
|
|
540
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$824K
|
–
|
–
|
–
|
|
|
541
|
BancorpSouth
Tupelo,
Mississippi
|
$824K
|
+$265K
|
+1
|
+50%
|
|
|
542
|
Raymond James Trust
St. Petersburg,
Florida
|
$824K
|
+$265K
|
+1
|
+50%
|
|
|
543
|
Busey Bank
Urbana,
Illinois
|
$824K
|
+$796K
|
+3
|
New
|
|
|
544
|
Giverny Capital
Montreal,
Quebec, Canada
|
$824K
|
+$796K
|
+3
|
New
|
|
|
545
|
Marshall Wace
London,
United Kingdom
|
$824K
|
+$796K
|
+3
|
New
|
|
|
546
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$824K
|
+$79.6M
|
+300
|
New
|
|
|
547
|
|
$823K
|
+$796K
|
+3
|
New
|
|
|
548
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$567K
|
–
|
–
|
–
|
|
|
549
|
Baystate Wealth Management
Boston,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
550
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$562K
|
–
|
–
|
–
|
|
