|
1026
|
Donor Advised Charitable Giving
San Francisco,
California
|
$296K
|
+$304K
|
+5,544
|
New
|
|
|
1027
|
Joel Isaacson & Co
New York
|
$291K
|
–
|
–
|
–
|
|
|
1028
|
Omnia Family Wealth
Aventura,
Florida
|
$289K
|
-$188K
|
-3,429
|
-39%
|
|
|
1029
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$288K
|
-$11.1K
|
-202
|
-4%
|
|
|
1030
|
Sepio Capital
Salt Lake City,
Utah
|
$288K
|
-$5.91K
|
-108
|
-2%
|
|
|
1031
|
|
$287K
|
+$383
|
+7
|
+0.1%
|
|
|
1032
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$287K
|
+$27.4K
|
+500
|
+10%
|
|
|
1033
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$286K
|
+$293K
|
+5,359
|
New
|
|
|
1034
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$286K
|
+$293K
|
+5,360
|
New
|
|
|
1035
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$285K
|
+$11K
|
+200
|
+4%
|
|
|
1036
|
Cypress Wealth Services
Palm Desert,
California
|
$285K
|
+$293K
|
+5,347
|
New
|
|
|
1037
|
Gainplan
Bloomfield Hills,
Michigan
|
$285K
|
+$311K
|
+5,687
|
New
|
|
|
1038
|
Elk River Wealth Management
Denver,
Colorado
|
$282K
|
-$27.4K
|
-500
|
-9%
|
|
|
1039
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$281K
|
+$166K
|
+3,027
|
+139%
|
|
|
1040
|
Credit Agricole
Montrouge Cedex,
France
|
$281K
|
–
|
–
|
–
|
|
|
1041
|
Tranquility Partners
Brentwood,
Tennessee
|
$281K
|
+$41.7K
|
+761
|
+17%
|
|
|
1042
|
McGowan Group Asset Management
Dallas,
Texas
|
$280K
|
-$6.68K
|
-122
|
-2%
|
|
|
1043
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$280K
|
+$288K
|
+5,257
|
New
|
|
|
1044
|
Davidson Trust Company
Seattle,
Washington
|
$278K
|
–
|
–
|
–
|
|
|
1045
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$278K
|
+$59.4K
|
+1,084
|
+26%
|
|
|
1046
|
Summit Securities Group
New York
|
$277K
|
-$2.67M
|
-48,800
|
-90%
|
|
|
1047
|
IRON Financial
Northbrook,
Illinois
|
$277K
|
-$47.5K
|
-868
|
-14%
|
|
|
1048
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$277K
|
–
|
–
|
–
|
|
|
1049
|
Roosevelt Investment Group
New York
|
$277K
|
+$284K
|
+5,195
|
New
|
|
|
1050
|
Sage Rhino Capital
Menlo Park,
California
|
$275K
|
–
|
–
|
–
|
|
