|
876
|
Wimmer Associates 1
Pasadena,
California
|
$306K
|
–
|
–
|
–
|
|
|
877
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
878
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$306K
|
–
|
–
|
–
|
|
|
879
|
YorkBridge Wealth Partners
New York
|
$306K
|
–
|
–
|
–
|
|
|
880
|
Yorktown Management & Research Company
Forest,
Virginia
|
$306K
|
–
|
–
|
–
|
|
|
881
|
Apriem Advisors
Irvine,
California
|
$306K
|
+$313K
|
+1
|
New
|
|
|
882
|
Berman Capital Advisors
Atlanta,
Georgia
|
$306K
|
+$313K
|
+1
|
New
|
|
|
883
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$306K
|
+$313K
|
+1
|
New
|
|
|
884
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$306K
|
+$313K
|
+1
|
New
|
|
|
885
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$306K
|
+$313K
|
+1
|
New
|
|
|
886
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$306K
|
+$313K
|
+1
|
New
|
|
|
887
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$306K
|
+$313K
|
+1
|
New
|
|
|
888
|
GFS Advisors
Houston,
Texas
|
$306K
|
+$313K
|
+1
|
New
|
|
|
889
|
Huntington National Bank
Columbus,
Ohio
|
$306K
|
+$313K
|
+1
|
New
|
|
|
890
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$306K
|
+$313K
|
+1
|
New
|
|
|
891
|
JVL Associates
Wyoming,
Michigan
|
$306K
|
+$313K
|
+1
|
New
|
|
|
892
|
Kore Private Wealth
New York
|
$306K
|
+$313K
|
+1
|
New
|
|
|
893
|
Lake Point Wealth Management
Rockwall,
Texas
|
$306K
|
+$313K
|
+1
|
New
|
|
|
894
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$306K
|
+$313K
|
+1
|
New
|
|
|
895
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$306K
|
+$313K
|
+1
|
New
|
|
|
896
|
Planning Solutions Group
Fulton,
Maryland
|
$306K
|
+$313K
|
+1
|
New
|
|
|
897
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$306K
|
+$313K
|
+1
|
New
|
|
|
898
|
Principal Financial Group
Des Moines,
Iowa
|
$306K
|
+$313K
|
+1
|
New
|
|
|
899
|
PRW Wealth Management
Quincy,
Massachusetts
|
$306K
|
+$313K
|
+1
|
New
|
|
|
900
|
Surevest
Los Angeles,
California
|
$306K
|
+$313K
|
+1
|
New
|
|
