|
101
|
Donor Advised Charitable Giving
San Francisco,
California
|
$245K
|
+$77.1K
|
+6,249
|
+41%
|
|
|
102
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$233K
|
-$520K
|
-42,213
|
-67%
|
|
|
103
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$227K
|
-$7.03K
|
-570
|
-3%
|
|
|
104
|
Breiter Capital Management
Bradenton,
Florida
|
$226K
|
+$246K
|
+19,956
|
New
|
|
|
105
|
Garde Capital
Seattle,
Washington
|
$217K
|
-$234K
|
-19,011
|
-50%
|
|
|
106
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$203K
|
+$221K
|
+17,934
|
New
|
|
|
107
|
Next Capital Management
New York
|
$200K
|
+$218K
|
+17,649
|
New
|
|
|
108
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$139K
|
+$152K
|
+12,300
|
New
|
|
|
109
|
Meridian Wealth Advisors
Austin,
Texas
|
$127K
|
+$139K
|
+11,250
|
New
|
|
|
110
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$116K
|
+$65.8K
|
+5,337
|
+109%
|
|
|
111
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$113K
|
-$7.88K
|
-639
|
-6%
|
|
|
112
|
First National Corp
Rockland,
Massachusetts
|
$111K
|
+$121K
|
+9,795
|
New
|
|
|
113
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$103K
|
–
|
–
|
–
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$93K
|
+$102K
|
+8,253
|
New
|
|
|
115
|
Wells Fargo
San Francisco,
California
|
$85K
|
+$19K
|
+1,539
|
+26%
|
|
|
116
|
First Horizon Advisors
Memphis,
Tennessee
|
$81K
|
-$26.9K
|
-2,181
|
-23%
|
|
|
117
|
Destination Wealth Management
Walnut Creek,
California
|
$75K
|
-$66.5K
|
-5,397
|
-45%
|
|
|
118
|
Front Row Advisors
Tiburon,
California
|
$68K
|
–
|
–
|
–
|
|
|
119
|
US Bancorp
Minneapolis,
Minnesota
|
$64K
|
-$999
|
-81
|
-1%
|
|
|
120
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$58K
|
–
|
–
|
–
|
|
|
121
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$57K
|
+$62K
|
+5,031
|
New
|
|
|
122
|
Baystate Wealth Management
Boston,
Massachusetts
|
$52K
|
+$52.7K
|
+4,275
|
New
|
|
|
123
|
|
$38K
|
+$962
|
+78
|
+2%
|
|
|
124
|
Asset Dedication LLC
San Francisco,
California
|
$37K
|
–
|
–
|
–
|
|
|
125
|
SeaCrest Wealth Management
Purchase,
New York
|
$36K
|
+$8.43K
|
+684
|
+28%
|
|
