|
276
|
Donor Advised Charitable Giving
San Francisco,
California
|
$853K
|
–
|
–
|
–
|
|
|
277
|
Waverly Advisors
Birmingham,
Alabama
|
$851K
|
+$179K
|
+3,100
|
+29%
|
|
|
278
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$849K
|
–
|
–
|
–
|
|
|
279
|
David Wealth Management
Fairfax,
Virginia
|
$840K
|
–
|
–
|
–
|
|
|
280
|
Summit Global Investments
Bountiful,
Utah
|
$837K
|
+$793K
|
+13,739
|
New
|
|
|
281
|
ABLE Financial Group
Scottsdale,
Arizona
|
$836K
|
–
|
–
|
–
|
|
|
282
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$813K
|
–
|
–
|
–
|
|
|
283
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$800K
|
+$1.96K
|
+34
|
+0.3%
|
|
|
284
|
ARS Investment Partners
New York
|
$797K
|
-$134K
|
-2,316
|
-15%
|
|
|
285
|
Freedom Investment Management
Hartford,
Connecticut
|
$795K
|
-$31.1K
|
-539
|
-4%
|
|
|
286
|
Insigneo Advisory Services
Miami,
Florida
|
$792K
|
+$141K
|
+2,444
|
+23%
|
|
|
287
|
Parallel Advisors
San Francisco,
California
|
$787K
|
+$363K
|
+6,292
|
+95%
|
|
|
288
|
Arcus Capital Partners
Atlanta,
Georgia
|
$786K
|
+$744K
|
+12,892
|
New
|
|
|
289
|
Oldfather Financial Services
Kearney,
Nebraska
|
$781K
|
-$55.1K
|
-954
|
-7%
|
|
|
290
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$762K
|
-$19.2K
|
-332
|
-3%
|
|
|
291
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$756K
|
-$2.45M
|
-42,432
|
-77%
|
|
|
292
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$727K
|
+$1.16K
|
+20
|
+0.2%
|
|
|
293
|
J.W. Cole Advisors
Tampa,
Florida
|
$725K
|
+$50.2K
|
+870
|
+8%
|
|
|
294
|
Northern Trust
Chicago,
Illinois
|
$704K
|
-$17.7K
|
-306
|
-3%
|
|
|
295
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$703K
|
–
|
–
|
–
|
|
|
296
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$701K
|
-$5.08K
|
-88
|
-0.8%
|
|
|
297
|
Canopy Partners
Cincinnati,
Ohio
|
$697K
|
-$39.4K
|
-682
|
-6%
|
|
|
298
|
Aries Wealth Management
Portland,
Maine
|
$693K
|
+$226K
|
+3,906
|
+52%
|
|
|
299
|
Cahill Financial Advisors
Edina,
Minnesota
|
$667K
|
+$2.6K
|
+45
|
+0.4%
|
|
|
300
|
Midwest Trust
Overland Park,
Kansas
|
$661K
|
+$626K
|
+10,839
|
New
|
|
