|
201
|
Donor Advised Charitable Giving
San Francisco,
California
|
$368K
|
+$49.7K
|
+468
|
+16%
|
|
|
202
|
Corient Private Wealth
Miami,
Florida
|
$362K
|
+$29K
|
+273
|
+9%
|
|
|
203
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$353K
|
+$17.6K
|
+166
|
+5%
|
|
|
204
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$337K
|
+$337K
|
+3,176
|
New
|
|
|
205
|
Tactive Advisors
Jacksonville,
Florida
|
$319K
|
-$89.5K
|
-843
|
-22%
|
|
|
206
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$311K
|
+$7.33K
|
+69
|
+2%
|
|
|
207
|
Rockefeller Capital Management
New York
|
$311K
|
-$133K
|
-1,251
|
-30%
|
|
|
208
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$305K
|
+$3.61K
|
+34
|
+1%
|
|
|
209
|
Arax Advisory Partners
Denver,
Colorado
|
$304K
|
+$304K
|
+2,865
|
New
|
|
|
210
|
Guidance Capital
Lousville,
Kentucky
|
$291K
|
-$12.6K
|
-119
|
-4%
|
|
|
211
|
TSA Wealth Management
Houston,
Texas
|
$284K
|
+$284K
|
+2,677
|
New
|
|
|
212
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$284K
|
+$319
|
+3
|
+0.1%
|
|
|
213
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$283K
|
-$10.5K
|
-99
|
-4%
|
|
|
214
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$271K
|
+$66.3K
|
+624
|
+32%
|
|
|
215
|
|
$266K
|
–
|
–
|
–
|
|
|
216
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$261K
|
–
|
–
|
–
|
|
|
217
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$259K
|
+$9.98K
|
+94
|
+4%
|
|
|
218
|
Creative Planning
Overland Park,
Kansas
|
$258K
|
-$332K
|
-3,126
|
-56%
|
|
|
219
|
Wiser Wealth Management
Marietta,
Georgia
|
$249K
|
+$250K
|
+2,350
|
New
|
|
|
220
|
Mission Wealth Management
Santa Barbara,
California
|
$238K
|
+$2.34K
|
+22
|
+1%
|
|
|
221
|
Continuum Advisory
Eagle,
Idaho
|
$230K
|
–
|
–
|
–
|
|
|
222
|
TD Private Client Wealth
New York
|
$230K
|
+$158K
|
+1,491
|
+222%
|
|
|
223
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$219K
|
+$220K
|
+2,068
|
New
|
|
|
224
|
D.A. Davidson & Co
Great Falls,
Montana
|
$215K
|
–
|
–
|
–
|
|
|
225
|
Level Four Advisory Services
Dallas,
Texas
|
$207K
|
+$207K
|
+1,948
|
New
|
|
