|
1026
|
Donor Advised Charitable Giving
San Francisco,
California
|
$300K
|
–
|
–
|
–
|
|
|
1027
|
Financial Engines Advisors
Santa Clara,
California
|
$300K
|
+$1.74K
|
+8
|
+0.6%
|
|
|
1028
|
MAI Capital Management
Independence,
Ohio
|
$295K
|
+$24.3K
|
+112
|
+8%
|
|
|
1029
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$293K
|
+$23.5K
|
+108
|
+8%
|
|
|
1030
|
Evermay Wealth Management
Arlington,
Virginia
|
$292K
|
+$15.2K
|
+70
|
+5%
|
|
|
1031
|
WesBanco Bank
Wheeling,
West Virginia
|
$290K
|
–
|
–
|
–
|
|
|
1032
|
Arax Advisory Partners
Denver,
Colorado
|
$290K
|
+$306K
|
+1,409
|
New
|
|
|
1033
|
Evergreen Capital Management
Bellevue,
Washington
|
$289K
|
+$12.6K
|
+58
|
+4%
|
|
|
1034
|
Aveo Capital Partners
Englewood,
Colorado
|
$289K
|
+$305K
|
+1,405
|
New
|
|
|
1035
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$288K
|
–
|
–
|
–
|
|
|
1036
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$287K
|
+$38.3K
|
+176
|
+14%
|
|
|
1037
|
|
$286K
|
+$45.2K
|
+208
|
+18%
|
|
|
1038
|
Pegasus Partners
Mequon,
Wisconsin
|
$285K
|
-$4.56K
|
-21
|
-1%
|
|
|
1039
|
Eudaimonia Partners
Winchester,
Tennessee
|
$284K
|
-$57.4K
|
-264
|
-16%
|
|
|
1040
|
SFE Investment Counsel
Los Angeles,
California
|
$284K
|
-$14.8K
|
-68
|
-5%
|
|
|
1041
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$284K
|
-$12K
|
-55
|
-4%
|
|
|
1042
|
Ballentine Partners
Waltham,
Massachusetts
|
$283K
|
-$7.39K
|
-34
|
-2%
|
|
|
1043
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$283K
|
–
|
–
|
–
|
|
|
1044
|
Monterey Private Wealth
Monterey,
California
|
$283K
|
+$8.91K
|
+41
|
+3%
|
|
|
1045
|
Torray Investment Partners
Bethesda,
Maryland
|
$282K
|
–
|
–
|
–
|
|
|
1046
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$278K
|
+$16.1K
|
+74
|
+6%
|
|
|
1047
|
|
$277K
|
-$5.43K
|
-25
|
-2%
|
|
|
1048
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
|
1049
|
Wealthspire Advisors (New York)
New York
|
$276K
|
-$669K
|
-3,077
|
-70%
|
|
|
1050
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$276K
|
+$291K
|
+1,341
|
New
|
|
