|
201
|
Donor Advised Charitable Giving
San Francisco,
California
|
$453K
|
+$1.79K
|
+93
|
+0.4%
|
|
|
202
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$453K
|
+$1.79K
|
+93
|
+0.4%
|
|
|
203
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$452K
|
+$28.2K
|
+1,464
|
+7%
|
|
|
204
|
Arete Wealth Advisors
Chicago,
Illinois
|
$445K
|
+$3.12K
|
+162
|
+0.7%
|
|
|
205
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$445K
|
+$134K
|
+6,951
|
+44%
|
|
|
206
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$442K
|
+$437K
|
+22,653
|
New
|
|
|
207
|
Collective Family Office
York,
Pennsylvania
|
$440K
|
+$198K
|
+10,269
|
+83%
|
|
|
208
|
Renaissance Technologies
New York
|
$439K
|
-$694K
|
-36,000
|
-62%
|
|
|
209
|
Wade Financial Advisory
Campbell,
California
|
$435K
|
+$107K
|
+5,535
|
+33%
|
|
|
210
|
GeoWealth Management
Chicago,
Illinois
|
$434K
|
+$430K
|
+22,314
|
New
|
|
|
211
|
Evanson Asset Management
Carmel,
California
|
$432K
|
–
|
–
|
–
|
|
|
212
|
Kelly Financial Services
Braintree,
Massachusetts
|
$432K
|
+$317K
|
+16,449
|
+288%
|
|
|
213
|
|
$429K
|
+$424K
|
+22,014
|
New
|
|
|
214
|
Latitude Advisors
Vero Beach,
Florida
|
$423K
|
+$418K
|
+21,672
|
New
|
|
|
215
|
Parallel Advisors
San Francisco,
California
|
$415K
|
+$300K
|
+15,591
|
+289%
|
|
|
216
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$413K
|
+$92.1K
|
+4,779
|
+29%
|
|
|
217
|
Vigilant Capital Management
Portland,
Maine
|
$412K
|
-$13K
|
-675
|
-3%
|
|
|
218
|
Northern Trust
Chicago,
Illinois
|
$410K
|
+$74.6K
|
+3,870
|
+23%
|
|
|
219
|
Lido Advisors
Los Angeles,
California
|
$409K
|
+$116K
|
+6,000
|
+40%
|
|
|
220
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$404K
|
+$26K
|
+1,347
|
+7%
|
|
|
221
|
William Blair & Company
Chicago,
Illinois
|
$404K
|
+$94.3K
|
+4,893
|
+31%
|
|
|
222
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$400K
|
+$395K
|
+20,490
|
New
|
|
|
223
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$398K
|
–
|
–
|
–
|
|
|
224
|
|
$398K
|
–
|
–
|
–
|
|
|
225
|
Welch Group
Birmingham,
Alabama
|
$397K
|
–
|
–
|
–
|
|
