|
876
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$340K
|
–
|
–
|
–
|
|
|
877
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$340K
|
–
|
–
|
–
|
|
|
878
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$340K
|
–
|
–
|
–
|
|
|
879
|
Vivaldi Capital Management
Chicago,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
880
|
Wealthspire Advisors (New York)
New York
|
$340K
|
–
|
–
|
–
|
|
|
881
|
Wedgewood Investors
Erie,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
|
882
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$340K
|
–
|
–
|
–
|
|
|
883
|
Whalerock Point Partners
Providence,
Rhode Island
|
$340K
|
–
|
–
|
–
|
|
|
884
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$340K
|
–
|
–
|
–
|
|
|
885
|
Wimmer Associates 1
Pasadena,
California
|
$340K
|
–
|
–
|
–
|
|
|
886
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$340K
|
–
|
–
|
–
|
|
|
887
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
888
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$340K
|
–
|
–
|
–
|
|
|
889
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$340K
|
–
|
–
|
–
|
|
|
890
|
YorkBridge Wealth Partners
New York
|
$340K
|
–
|
–
|
–
|
|
|
891
|
Yorktown Management & Research Company
Forest,
Virginia
|
$340K
|
–
|
–
|
–
|
|
|
892
|
Zions Bancorporation
Salt Lake City,
Utah
|
$340K
|
–
|
–
|
–
|
|
|
893
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$340K
|
+$326K
|
+1
|
New
|
|
|
894
|
Apriem Advisors
Irvine,
California
|
$340K
|
+$326K
|
+1
|
New
|
|
|
895
|
Archer Investment Corporation
Carmel,
Indiana
|
$340K
|
+$326K
|
+1
|
New
|
|
|
896
|
Asset Management Corp
Northbrook,
Illinois
|
$340K
|
+$326K
|
+1
|
New
|
|
|
897
|
Aufman Associates
Sewickley,
Pennsylvania
|
$340K
|
+$326K
|
+1
|
New
|
|
|
898
|
Berry Group
Worcester,
Massachusetts
|
$340K
|
+$326K
|
+1
|
New
|
|
|
899
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$340K
|
+$326K
|
+1
|
New
|
|
|
900
|
CCG Wealth Management
San Diego,
California
|
$340K
|
+$326K
|
+1
|
New
|
|
