|
326
|
Donor Advised Charitable Giving
San Francisco,
California
|
$425K
|
+$445K
|
+8,144
|
New
|
|
|
327
|
Karpus Investment Management
Pittsford,
New York
|
$424K
|
-$85.1K
|
-1,555
|
-16%
|
|
|
328
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$423K
|
+$444K
|
+8,110
|
New
|
|
|
329
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$417K
|
–
|
–
|
–
|
|
|
330
|
Private Trust Company
Cleveland,
Ohio
|
$416K
|
–
|
–
|
–
|
|
|
331
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$415K
|
+$6.29K
|
+115
|
+1%
|
|
|
332
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$415K
|
–
|
–
|
–
|
|
|
333
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$414K
|
+$208K
|
+3,799
|
+92%
|
|
|
334
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$411K
|
+$277K
|
+5,065
|
+179%
|
|
|
335
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$409K
|
+$5.31K
|
+97
|
+1%
|
|
|
336
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$405K
|
-$9.35K
|
-171
|
-2%
|
|
|
337
|
Mad River Investors
Boston,
Massachusetts
|
$404K
|
–
|
–
|
–
|
|
|
338
|
HB Wealth Management
Atlanta,
Georgia
|
$401K
|
+$3.12K
|
+57
|
+0.7%
|
|
|
339
|
Main Management
San Francisco,
California
|
$401K
|
+$930
|
+17
|
+0.2%
|
|
|
340
|
SlateStone Wealth
Jupiter,
Florida
|
$400K
|
–
|
–
|
–
|
|
|
341
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$399K
|
+$21.7K
|
+396
|
+5%
|
|
|
342
|
Michels Family Financial
Fort Worth,
Texas
|
$394K
|
+$413K
|
+7,557
|
New
|
|
|
343
|
Valeo Financial Advisors
Carmel,
Indiana
|
$393K
|
+$146K
|
+2,666
|
+55%
|
|
|
344
|
Regimen Wealth
Atlanta,
Georgia
|
$392K
|
+$5.91K
|
+108
|
+1%
|
|
|
345
|
NWAM LLC
Mercer Island,
Washington
|
$391K
|
-$174K
|
-3,175
|
-30%
|
|
|
346
|
Aries Wealth Management
Portland,
Maine
|
$389K
|
+$144K
|
+2,627
|
+54%
|
|
|
347
|
Mirador Capital Partners
Pleasanton,
California
|
$389K
|
+$14.8K
|
+270
|
+4%
|
|
|
348
|
Silverlake Wealth Management
Williston,
Vermont
|
$387K
|
+$178K
|
+3,262
|
+78%
|
|
|
349
|
MAI Capital Management
Independence,
Ohio
|
$372K
|
+$390K
|
+7,127
|
New
|
|
|
350
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$370K
|
–
|
–
|
–
|
|
