|
901
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$320K
|
–
|
–
|
–
|
|
|
902
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$320K
|
–
|
–
|
–
|
|
|
903
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
904
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$320K
|
–
|
–
|
–
|
|
|
905
|
YorkBridge Wealth Partners
New York
|
$320K
|
–
|
–
|
–
|
|
|
906
|
Zions Bancorporation
Salt Lake City,
Utah
|
$320K
|
–
|
–
|
–
|
|
|
907
|
Asset Management Corp
Northbrook,
Illinois
|
$320K
|
+$307K
|
+1
|
New
|
|
|
908
|
Cahill Financial Advisors
Edina,
Minnesota
|
$320K
|
+$307K
|
+1
|
New
|
|
|
909
|
First Dallas Securities
Dallas,
Texas
|
$320K
|
+$307K
|
+1
|
New
|
|
|
910
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$320K
|
+$307K
|
+1
|
New
|
|
|
911
|
Great Lakes Advisors
Chicago,
Illinois
|
$320K
|
+$307K
|
+1
|
New
|
|
|
912
|
Hendley & Co
Zanesville,
Ohio
|
$320K
|
+$307K
|
+1
|
New
|
|
|
913
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$320K
|
+$307K
|
+1
|
New
|
|
|
914
|
Park Avenue Securities
New York
|
$320K
|
+$307K
|
+1
|
New
|
|
|
915
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$320K
|
+$307K
|
+1
|
New
|
|
|
916
|
Ritholtz Wealth Management
New York
|
$320K
|
+$307K
|
+1
|
New
|
|
|
917
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$320K
|
+$307K
|
+1
|
New
|
|
|
918
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$320K
|
+$307K
|
+1
|
New
|
|
|
919
|
TFC Financial Management
Boston,
Massachusetts
|
$320K
|
+$307K
|
+1
|
New
|
|
|
920
|
Truehand Inc
Strafford,
New Hampshire
|
$320K
|
+$307K
|
+1
|
New
|
|
|
921
|
WFA of San Diego
San Diego,
California
|
$320K
|
+$307K
|
+1
|
New
|
|
|
922
|
Concentric Wealth Management
Lafayette,
California
|
$320K
|
+$30.4M
|
+99
|
+9,900%
|
|
|
923
|
Telemus Capital
Southfield,
Michigan
|
$319K
|
–
|
–
|
–
|
|
|
924
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$319K
|
–
|
–
|
–
|
|
|
925
|
Citizens Financial Group
Providence,
Rhode Island
|
$317K
|
+$307K
|
+1
|
New
|
|
