|
551
|
Donor Advised Charitable Giving
San Francisco,
California
|
$398K
|
–
|
–
|
–
|
|
|
552
|
HB Wealth Management
Atlanta,
Georgia
|
$397K
|
-$115K
|
-2,770
|
-23%
|
|
|
553
|
Hedges Asset Management
Reno,
Nevada
|
$393K
|
–
|
–
|
–
|
|
|
554
|
Modera Wealth Management
Westwood,
New Jersey
|
$392K
|
-$53.1K
|
-1,284
|
-13%
|
|
|
555
|
Advisory Services Network
Atlanta,
Georgia
|
$389K
|
-$34.9K
|
-842
|
-9%
|
|
|
556
|
|
$385K
|
-$104K
|
-2,502
|
-22%
|
|
|
557
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$380K
|
+$360K
|
+8,708
|
New
|
|
|
558
|
Rational Advisors
Huntington,
New York
|
$378K
|
+$358K
|
+8,661
|
New
|
|
|
559
|
Fisher Asset Management
Camas,
Washington
|
$377K
|
+$109K
|
+2,629
|
+44%
|
|
|
560
|
Sapient Capital
Indianapolis,
Indiana
|
$376K
|
+$357K
|
+8,630
|
New
|
|
|
561
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$376K
|
–
|
–
|
–
|
|
|
562
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$375K
|
–
|
–
|
–
|
|
|
563
|
MGO One Seven
Beachwood,
Ohio
|
$375K
|
+$26.7K
|
+646
|
+8%
|
|
|
564
|
Wimmer Associates 1
Pasadena,
California
|
$374K
|
+$10.3K
|
+250
|
+3%
|
|
|
565
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$373K
|
-$7.12K
|
-172
|
-2%
|
|
|
566
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$371K
|
+$2.07K
|
+50
|
+0.6%
|
|
|
567
|
Fortem Financial Group
Palm Desert,
California
|
$369K
|
+$17.8K
|
+431
|
+5%
|
|
|
568
|
Tempus Wealth Planning
Irvine,
California
|
$361K
|
+$248
|
+6
|
+0.1%
|
|
|
569
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$355K
|
+$336K
|
+8,128
|
New
|
|
|
570
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$353K
|
-$33.6K
|
-811
|
-9%
|
|
|
571
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$352K
|
-$36.8K
|
-888
|
-10%
|
|
|
572
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$351K
|
–
|
–
|
–
|
|
|
573
|
Ballentine Partners
Waltham,
Massachusetts
|
$344K
|
-$154K
|
-3,718
|
-32%
|
|
|
574
|
WealthSource Partners
San Luis Obispo,
California
|
$343K
|
-$38.6K
|
-932
|
-11%
|
|
|
575
|
Asahi Life Asset Management
Tokyo,
Japan
|
$342K
|
+$324K
|
+7,830
|
New
|
|
