|
376
|
Donor Advised Charitable Giving
San Francisco,
California
|
$254K
|
+$246K
|
+3,350
|
New
|
|
|
377
|
Waterfront Wealth
Overland Park,
Kansas
|
$242K
|
–
|
–
|
–
|
|
|
378
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$241K
|
+$234K
|
+3,181
|
New
|
|
|
379
|
Cogent Private Wealth
Orlando,
Florida
|
$240K
|
+$233K
|
+3,167
|
New
|
|
|
380
|
US Bancorp
Minneapolis,
Minnesota
|
$236K
|
+$3.38K
|
+46
|
+2%
|
|
|
381
|
Accredited Investors
Edina,
Minnesota
|
$233K
|
+$226K
|
+3,069
|
New
|
|
|
382
|
Brooklyn Investment Group
Brooklyn,
New York
|
$231K
|
+$222K
|
+3,018
|
New
|
|
|
383
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$230K
|
+$223K
|
+3,034
|
New
|
|
|
384
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
385
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$227K
|
-$21.1K
|
-287
|
-9%
|
|
|
386
|
Fortis Capital Management
Bellevue,
Washington
|
$220K
|
+$74
|
+1
|
+0%
|
|
|
387
|
Creative Capital Management Investments
San Diego,
California
|
$218K
|
–
|
–
|
–
|
|
|
388
|
|
$217K
|
+$46.4K
|
+631
|
+28%
|
|
|
389
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$216K
|
+$736
|
+10
|
+0.4%
|
|
|
390
|
Citizens Financial Group
Providence,
Rhode Island
|
$216K
|
–
|
–
|
–
|
|
|
391
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$209K
|
+$145K
|
+1,972
|
+252%
|
|
|
392
|
FMB Wealth Management
Westlake Village,
California
|
$207K
|
-$30.3K
|
-412
|
-13%
|
|
|
393
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$201K
|
+$195K
|
+2,655
|
New
|
|
|
394
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$163K
|
–
|
–
|
–
|
|
|
395
|
AssetMark Inc
Concord,
California
|
$161K
|
+$144K
|
+1,962
|
+1,189%
|
|
|
396
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$153K
|
+$13.8K
|
+188
|
+10%
|
|
|
397
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$147K
|
-$2.28K
|
-31
|
-2%
|
|
|
398
|
IFP Advisors
Tampa,
Florida
|
$116K
|
+$14.9K
|
+202
|
+15%
|
|
|
399
|
Delta Asset Management
Memphis,
Tennessee
|
$109K
|
–
|
–
|
–
|
|
|
400
|
Root Financial Partners
Encinitas,
California
|
$106K
|
–
|
–
|
–
|
|
