|
126
|
Donor Advised Charitable Giving
San Francisco,
California
|
$315K
|
+$3.81K
|
+279
|
+1%
|
|
|
127
|
Mercer Global Advisors
Denver,
Colorado
|
$307K
|
-$123K
|
-8,994
|
-29%
|
|
|
128
|
Mutual Advisors
Omaha,
Nebraska
|
$304K
|
+$292K
|
+21,387
|
New
|
|
|
129
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$294K
|
+$282K
|
+20,670
|
New
|
|
|
130
|
Litman Gregory Wealth Management
Larkspur,
California
|
$293K
|
+$282K
|
+20,613
|
New
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$279K
|
-$1.84K
|
-135
|
-0.7%
|
|
|
132
|
Next Financial Group
Houston,
Texas
|
$271K
|
-$173K
|
-12,672
|
-40%
|
|
|
133
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$269K
|
–
|
–
|
–
|
|
|
134
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$263K
|
+$2.99K
|
+219
|
+1%
|
|
|
135
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$260K
|
+$250K
|
+18,273
|
New
|
|
|
136
|
Fidelity Investments
Boston,
Massachusetts
|
$259K
|
-$7.46K
|
-546
|
-3%
|
|
|
137
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$257K
|
+$14.7K
|
+1,080
|
+6%
|
|
|
138
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
139
|
Commerce Bank
Kansas City,
Missouri
|
$243K
|
+$233K
|
+17,070
|
New
|
|
|
140
|
Trek Financial
Scottsdale,
Arizona
|
$239K
|
–
|
–
|
–
|
|
|
141
|
SNS Financial Group
Minneapolis,
Minnesota
|
$215K
|
+$206K
|
+15,099
|
New
|
|
|
142
|
Lido Advisors
Los Angeles,
California
|
$213K
|
+$205K
|
+15,000
|
New
|
|
|
143
|
Two Sigma Securities
New York
|
$213K
|
+$205K
|
+15,006
|
New
|
|
|
144
|
Abacus Planning Group
Columbia,
South Carolina
|
$208K
|
+$199K
|
+14,607
|
New
|
|
|
145
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$208K
|
+$200K
|
+14,616
|
New
|
|
|
146
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$203K
|
+$194K
|
+14,235
|
New
|
|
|
147
|
LVW Advisors
Pittsford,
New York
|
$203K
|
+$195K
|
+14,247
|
New
|
|
|
148
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$201K
|
+$190K
|
+13,911
|
New
|
|
|
149
|
Tower Research Capital (TRC)
New York
|
$196K
|
-$282K
|
-20,646
|
-60%
|
|
|
150
|
Townsend Asset Management
Raleigh,
North Carolina
|
$196K
|
+$188K
|
+13,773
|
New
|
|
