|
601
|
Ballentine Partners
Waltham,
Massachusetts
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
602
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
603
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
604
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
605
|
HUB Investment Partners
Austin,
Texas
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
606
|
RBO & Co
Saint Helena,
California
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
607
|
TFC Financial Management
Boston,
Massachusetts
|
$3M
|
-$721K
|
-1
|
-20%
|
|
|
608
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$3M
|
–
|
–
|
–
|
|
|
609
|
American National Bank & Trust
Wichita Falls,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
610
|
Aristotle Capital Management
Los Angeles,
California
|
$3M
|
–
|
–
|
–
|
|
|
611
|
Avior Wealth Management
Omaha,
Nebraska
|
$3M
|
–
|
–
|
–
|
|
|
612
|
Baxter Bros Inc
Riverside,
Connecticut
|
$3M
|
–
|
–
|
–
|
|
|
613
|
Becker Capital Management
Portland,
Oregon
|
$3M
|
–
|
–
|
–
|
|
|
614
|
Black Diamond Capital Management I
St. Thomas,
|
$3M
|
–
|
–
|
–
|
|
|
615
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$3M
|
–
|
–
|
–
|
|
|
616
|
Bourne Lent Asset Management
Pawling,
New York
|
$3M
|
–
|
–
|
–
|
|
|
617
|
Callahan Advisors
Houston,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
618
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$3M
|
–
|
–
|
–
|
|
|
619
|
Canal Capital Management
Richmond,
Virginia
|
$3M
|
–
|
–
|
–
|
|
|
620
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$3M
|
–
|
–
|
–
|
|
|
621
|
CFO4Life Group
Coppell,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
622
|
Chicago Trust
Grayslake,
Illinois
|
$3M
|
–
|
–
|
–
|
|
|
623
|
Clark Asset Management
Stratham,
New Hampshire
|
$3M
|
–
|
–
|
–
|
|
|
624
|
Coastline Trust
Providence,
Rhode Island
|
$3M
|
–
|
–
|
–
|
|
|
625
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3M
|
–
|
–
|
–
|
|
