|
626
|
Donor Advised Charitable Giving
San Francisco,
California
|
$318K
|
–
|
–
|
–
|
|
|
627
|
Perigon Wealth Management
San Francisco,
California
|
$313K
|
-$150K
|
-3,860
|
-40%
|
|
|
628
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$313K
|
+$230K
|
+5,912
|
New
|
|
|
629
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$309K
|
+$227K
|
+5,828
|
New
|
|
|
630
|
Meridian Wealth Management
Lexington,
Kentucky
|
$308K
|
+$227K
|
+5,828
|
New
|
|
|
631
|
Everhart Financial Group
Dublin,
Ohio
|
$307K
|
+$226K
|
+5,800
|
New
|
|
|
632
|
Cigna Investments
Bloomfield,
Connecticut
|
$302K
|
-$13.2K
|
-340
|
-6%
|
|
|
633
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$300K
|
+$221K
|
+5,668
|
New
|
|
|
634
|
Phoenix Financial
Givatayim,
Israel
|
$300K
|
+$224K
|
+5,736
|
New
|
|
|
635
|
Austin Private Wealth
Austin,
Texas
|
$298K
|
-$13.9K
|
-356
|
-6%
|
|
|
636
|
Private Capital Group
West Hartford,
Connecticut
|
$298K
|
+$5.77K
|
+148
|
+3%
|
|
|
637
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$297K
|
+$140K
|
+3,600
|
+180%
|
|
|
638
|
First Foundation Advisors
Irvine,
California
|
$296K
|
+$218K
|
+5,592
|
New
|
|
|
639
|
|
$295K
|
+$217K
|
+5,580
|
New
|
|
|
640
|
Peregrine Asset Advisers
Portland,
Oregon
|
$295K
|
+$217K
|
+5,580
|
New
|
|
|
641
|
Boston Family Office
Boston,
Massachusetts
|
$293K
|
+$216K
|
+5,532
|
New
|
|
|
642
|
Neville Rodie & Shaw
New York
|
$293K
|
+$216K
|
+5,532
|
New
|
|
|
643
|
Westwood Holdings Group
Dallas,
Texas
|
$293K
|
+$216K
|
+5,532
|
New
|
|
|
644
|
Trinity Legacy Partners
Houston,
Texas
|
$288K
|
+$212K
|
+5,440
|
New
|
|
|
645
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$288K
|
+$212K
|
+5,448
|
New
|
|
|
646
|
Laidlaw Wealth Management
New York City,
New York
|
$287K
|
+$211K
|
+5,420
|
New
|
|
|
647
|
Golden State Wealth Management
Santa Ana,
California
|
$287K
|
+$212K
|
+5,428
|
New
|
|
|
648
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$286K
|
+$210K
|
+5,396
|
New
|
|
|
649
|
Valeo Financial Advisors
Carmel,
Indiana
|
$284K
|
-$12.2K
|
-312
|
-5%
|
|
|
650
|
Magnetar Financial
Evanston,
Illinois
|
$278K
|
+$205K
|
+5,248
|
New
|
|
