|
351
|
Donor Advised Charitable Giving
San Francisco,
California
|
$521K
|
-$58.8K
|
-2,432
|
-10%
|
|
|
352
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$517K
|
+$153K
|
+6,323
|
+41%
|
|
|
353
|
CreativeOne Wealth
Overland Park,
Kansas
|
$512K
|
+$4.06K
|
+168
|
+0.8%
|
|
|
354
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$512K
|
-$32.7K
|
-1,352
|
-6%
|
|
|
355
|
Dahring Cusmano
Novi,
Michigan
|
$510K
|
+$47.3K
|
+1,957
|
+10%
|
|
|
356
|
Vivaldi Capital Management
Chicago,
Illinois
|
$510K
|
+$338
|
+14
|
+0.1%
|
|
|
357
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$509K
|
-$136K
|
-5,631
|
-21%
|
|
|
358
|
Brookstone Capital Management
Wheaton,
Illinois
|
$508K
|
+$50.7K
|
+2,096
|
+11%
|
|
|
359
|
Koshinski Asset Management
Decatur,
Illinois
|
$507K
|
-$89.8K
|
-3,714
|
-15%
|
|
|
360
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$504K
|
–
|
–
|
–
|
|
|
361
|
WealthPLAN Partners
Omaha,
Nebraska
|
$501K
|
-$2.61K
|
-108
|
-0.5%
|
|
|
362
|
Facet Wealth Inc
Baltimore,
Maryland
|
$501K
|
-$30.3K
|
-1,252
|
-5%
|
|
|
363
|
Choreo LLC
Rockford,
Illinois
|
$495K
|
+$57.6K
|
+2,382
|
+13%
|
|
|
364
|
Independent Financial Group
San Diego,
California
|
$493K
|
+$138K
|
+5,712
|
+38%
|
|
|
365
|
|
$491K
|
–
|
–
|
–
|
|
|
366
|
Fisher Asset Management
Camas,
Washington
|
$489K
|
+$186K
|
+7,697
|
+59%
|
|
|
367
|
Mengis Capital Management
Portland,
Oregon
|
$487K
|
+$38.9K
|
+1,608
|
+8%
|
|
|
368
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$482K
|
+$158K
|
+6,530
|
+47%
|
|
|
369
|
Northern Trust
Chicago,
Illinois
|
$472K
|
-$3.2M
|
-132,570
|
-87%
|
|
|
370
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$466K
|
+$15.7K
|
+651
|
+3%
|
|
|
371
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$460K
|
-$498K
|
-20,593
|
-51%
|
|
|
372
|
Welch Group
Birmingham,
Alabama
|
$457K
|
–
|
–
|
–
|
|
|
373
|
Curtis Advisory Group
Santa Barbara,
California
|
$451K
|
-$170K
|
-7,049
|
-27%
|
|
|
374
|
Western Wealth Management
Golden,
Colorado
|
$446K
|
+$131K
|
+5,407
|
+40%
|
|
|
375
|
Litman Gregory Wealth Management
Larkspur,
California
|
$443K
|
+$14.7K
|
+607
|
+3%
|
|
