|
126
|
Donor Advised Charitable Giving
San Francisco,
California
|
$393K
|
+$1.42K
|
+87
|
+0.4%
|
|
|
127
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$392K
|
+$391
|
+24
|
+0.1%
|
|
|
128
|
Arete Wealth Advisors
Chicago,
Illinois
|
$389K
|
+$368K
|
+22,554
|
New
|
|
|
129
|
Wade Financial Advisory
Campbell,
California
|
$384K
|
–
|
–
|
–
|
|
|
130
|
Evanson Asset Management
Carmel,
California
|
$382K
|
–
|
–
|
–
|
|
|
131
|
SVB Wealth
Boston,
Massachusetts
|
$369K
|
+$349K
|
+21,429
|
New
|
|
|
132
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$368K
|
–
|
–
|
–
|
|
|
133
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$358K
|
-$2.3M
|
-141,225
|
-87%
|
|
|
134
|
|
$351K
|
–
|
–
|
–
|
|
|
135
|
Personal Capital Advisors
Redwood City,
California
|
$349K
|
+$17.8K
|
+1,095
|
+6%
|
|
|
136
|
Mengis Capital Management
Portland,
Oregon
|
$348K
|
–
|
–
|
–
|
|
|
137
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$340K
|
+$1.17K
|
+72
|
+0.4%
|
|
|
138
|
US Bancorp
Minneapolis,
Minnesota
|
$333K
|
+$107K
|
+6,552
|
+51%
|
|
|
139
|
Private Advisor Group
Morristown,
New Jersey
|
$329K
|
+$311K
|
+19,080
|
New
|
|
|
140
|
Howe & Rusling
Rochester,
New York
|
$327K
|
-$12K
|
-735
|
-4%
|
|
|
141
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$322K
|
+$305K
|
+18,723
|
New
|
|
|
142
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$309K
|
+$69.4K
|
+4,260
|
+31%
|
|
|
143
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$304K
|
+$287K
|
+17,598
|
New
|
|
|
144
|
Southern Wealth Management
Dallas,
Texas
|
$303K
|
+$49
|
+3
|
+0%
|
|
|
145
|
Parametric Portfolio Associates
Seattle,
Washington
|
$289K
|
+$49.2K
|
+3,018
|
+22%
|
|
|
146
|
Fisher Asset Management
Camas,
Washington
|
$270K
|
+$255K
|
+15,663
|
New
|
|
|
147
|
InterOcean Capital Group
Nashville,
Tennessee
|
$267K
|
-$141K
|
-8,664
|
-36%
|
|
|
148
|
Managed Account Services
Coconut Grove,
Florida
|
$267K
|
+$8.41K
|
+516
|
+3%
|
|
|
149
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$267K
|
+$253K
|
+15,519
|
New
|
|
|
150
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$260K
|
+$246K
|
+15,072
|
New
|
|
