|
2576
|
Donor Advised Charitable Giving
San Francisco,
California
|
$559M
|
-$330M
|
-37%
|
|
|
116
|
|
|
|
2577
|
Contrarian Capital Management
Greenwich,
Connecticut
|
$559M
|
-$117M
|
-17%
|
|
|
24
|
|
|
|
2578
|
Gilbert & Cook
West Des Moines,
Iowa
|
$559M
|
+$3.34M
|
+0.6%
|
|
|
224
|
|
|
|
2579
|
Alley Company
Lake Forest,
Illinois
|
$558M
|
+$7.69M
|
+1%
|
|
|
87
|
|
|
|
2580
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$557M
|
-$30.7M
|
-5%
|
|
|
147
|
|
|
|
2581
|
Bayview Asset Management
Coral Gables,
Florida
|
$557M
|
+$339M
|
+155%
|
|
|
14
|
|
|
|
2582
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$557M
|
+$7.49M
|
+1%
|
|
|
252
|
|
|
|
2583
|
Sunbelt Securities
Houston,
Texas
|
$556M
|
+$10K
|
+0%
|
|
|
439
|
|
|
|
2584
|
Berger Financial Group
Plymouth,
Minnesota
|
$555M
|
+$1.78M
|
+0.3%
|
|
|
210
|
|
|
|
2585
|
Adero Partners
Pleasanton,
California
|
$555M
|
+$122M
|
+28%
|
|
|
149
|
|
|
|
2586
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$554M
|
+$14M
|
+3%
|
|
|
210
|
|
|
|
2587
|
Eudaimonia Partners
Winchester,
Tennessee
|
$554M
|
+$21.3M
|
+4%
|
|
|
409
|
|
|
|
2588
|
Crosslink Capital
Menlo Park,
California
|
$554M
|
-$51.1M
|
-8%
|
|
|
21
|
|
|
|
2589
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$553M
|
+$593K
|
+0.1%
|
|
|
301
|
|
|
|
2590
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$553M
|
+$4.87M
|
+0.9%
|
|
|
981
|
|
|
|
2591
|
Permanens Capital
New York
|
$552M
|
-$4.97M
|
-0.9%
|
|
|
113
|
|
|
|
2592
|
Isthmus Partners
Madison,
Wisconsin
|
$551M
|
-$16.6M
|
-3%
|
|
|
271
|
|
|
|
2593
|
Tiger Pacific Capital
New York
|
$551M
|
-$53.4M
|
-9%
|
|
|
18
|
|
|
|
2594
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$551M
|
+$31.6M
|
+6%
|
|
|
151
|
|
|
|
2595
|
Pegasus Partners
Mequon,
Wisconsin
|
$551M
|
+$37.7M
|
+7%
|
|
|
169
|
|
|
|
2596
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$551M
|
–
|
–
|
|
|
134
|
|
|
|
2597
|
Simplify Asset Management
Las Vegas,
Nevada
|
$551M
|
+$123M
|
+29%
|
|
|
32
|
|
|
|
2598
|
Y-Intercept (HK)
Hong Kong
|
$550M
|
+$157M
|
+40%
|
|
|
1,013
|
|
|
|
2599
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$550M
|
+$510K
|
+0.1%
|
|
|
485
|
|
|
|
2600
|
RPTC Inc
Jackson,
Wyoming
|
$550M
|
-$2.39M
|
-0.4%
|
|
|
5
|
|
|