|
1201
|
Level Four Advisory Services
Dallas,
Texas
|
$755K
|
–
|
–
|
–
|
|
|
1202
|
Litman Gregory Wealth Management
Larkspur,
California
|
$755K
|
–
|
–
|
–
|
|
|
1203
|
L.J. Altfest & Co
New York
|
$755K
|
–
|
–
|
–
|
|
|
1204
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$755K
|
–
|
–
|
–
|
|
|
1205
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
1206
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$755K
|
–
|
–
|
–
|
|
|
1207
|
Lutz Financial Services
Omaha,
Nebraska
|
$755K
|
–
|
–
|
–
|
|
|
1208
|
Madrona Financial Services
Everett,
Washington
|
$755K
|
–
|
–
|
–
|
|
|
1209
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
1210
|
Magnus Financial Group
New York
|
$755K
|
–
|
–
|
–
|
|
|
1211
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$755K
|
–
|
–
|
–
|
|
|
1212
|
Martel Wealth Advisors
Vancouver,
Washington
|
$755K
|
–
|
–
|
–
|
|
|
1213
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$755K
|
–
|
–
|
–
|
|
|
1214
|
Matrix Private Capital Group
New York
|
$755K
|
–
|
–
|
–
|
|
|
1215
|
MBL Wealth
Charlotte,
North Carolina
|
$755K
|
–
|
–
|
–
|
|
|
1216
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$755K
|
–
|
–
|
–
|
|
|
1217
|
Means Investment Company
Bangor,
Maine
|
$755K
|
–
|
–
|
–
|
|
|
1218
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$755K
|
–
|
–
|
–
|
|
|
1219
|
Meeder Advisory Services
Dublin,
Ohio
|
$755K
|
–
|
–
|
–
|
|
|
1220
|
Meridian Wealth Management
Lexington,
Kentucky
|
$755K
|
–
|
–
|
–
|
|
|
1221
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
1222
|
Meritas Wealth Management
Larkspur,
California
|
$755K
|
–
|
–
|
–
|
|
|
1223
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$755K
|
–
|
–
|
–
|
|
|
1224
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$755K
|
–
|
–
|
–
|
|
|
1225
|
MML Investors Services
Springfield,
Massachusetts
|
$755K
|
–
|
–
|
–
|
|
