|
551
|
Donor Advised Charitable Giving
San Francisco,
California
|
$405K
|
–
|
–
|
–
|
|
|
552
|
WealthSource Partners
San Luis Obispo,
California
|
$403K
|
-$1.47K
|
-32
|
-0.4%
|
|
|
553
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$400K
|
+$413K
|
+9,024
|
New
|
|
|
554
|
Hedges Asset Management
Reno,
Nevada
|
$399K
|
–
|
–
|
–
|
|
|
555
|
Parallel Advisors
San Francisco,
California
|
$397K
|
+$9.58K
|
+209
|
+2%
|
|
|
556
|
Ballentine Partners
Waltham,
Massachusetts
|
$397K
|
+$24.1K
|
+527
|
+6%
|
|
|
557
|
iSAM Funds (UK)
London,
United Kingdom
|
$395K
|
+$408K
|
+8,913
|
New
|
|
|
558
|
Integrated Advisors Network
Dallas,
Texas
|
$394K
|
+$14.4K
|
+314
|
+4%
|
|
|
559
|
MAI Capital Management
Independence,
Ohio
|
$394K
|
+$132K
|
+2,878
|
+48%
|
|
|
560
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$386K
|
–
|
–
|
–
|
|
|
561
|
Cetera Advisors
Denver,
Colorado
|
$385K
|
+$22.1K
|
+482
|
+6%
|
|
|
562
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$382K
|
–
|
–
|
–
|
|
|
563
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$381K
|
-$3.57K
|
-78
|
-0.9%
|
|
|
564
|
Diversified Trust
Memphis,
Tennessee
|
$378K
|
+$391K
|
+8,526
|
New
|
|
|
565
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$374K
|
-$92.5K
|
-2,019
|
-19%
|
|
|
566
|
MGO One Seven
Beachwood,
Ohio
|
$374K
|
+$14.8K
|
+322
|
+4%
|
|
|
567
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$373K
|
+$278K
|
+6,067
|
+260%
|
|
|
568
|
Wimmer Associates 1
Pasadena,
California
|
$373K
|
-$6.87K
|
-150
|
-2%
|
|
|
569
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$371K
|
+$2.25K
|
+49
|
+0.6%
|
|
|
570
|
Fisher Asset Management
Camas,
Washington
|
$366K
|
-$89K
|
-1,943
|
-19%
|
|
|
571
|
Raymond James Trust
St. Petersburg,
Florida
|
$357K
|
+$41.8K
|
+912
|
+13%
|
|
|
572
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$356K
|
+$21.1K
|
+461
|
+6%
|
|
|
573
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$353K
|
-$13.5K
|
-294
|
-4%
|
|
|
574
|
Wedbush Securities
Los Angeles,
California
|
$350K
|
-$69.9K
|
-1,525
|
-16%
|
|
|
575
|
Prospera Financial Services
Dallas,
Texas
|
$346K
|
+$124K
|
+2,716
|
+53%
|
|
