|
326
|
Donor Advised Charitable Giving
San Francisco,
California
|
$622K
|
–
|
–
|
–
|
|
|
327
|
|
$622K
|
–
|
–
|
–
|
|
|
328
|
Inspire Investing
Meridian,
Idaho
|
$622K
|
+$140K
|
+3,562
|
+29%
|
|
|
329
|
Cresset Asset Management
Chicago,
Illinois
|
$617K
|
+$152K
|
+3,878
|
+32%
|
|
|
330
|
Brandes Investment Partners
La Jolla,
California
|
$589K
|
+$102K
|
+2,594
|
+22%
|
|
|
331
|
Bessemer Securities
New York
|
$582K
|
+$587K
|
+14,980
|
New
|
|
|
332
|
King Wealth Management Group
Naples,
Florida
|
$544K
|
–
|
–
|
–
|
|
|
333
|
Financial Counselors Inc
Overland Park,
Kansas
|
$542K
|
-$1.8K
|
-46
|
-0.3%
|
|
|
334
|
Mercer Global Advisors
Denver,
Colorado
|
$537K
|
+$16.6K
|
+424
|
+3%
|
|
|
335
|
Voya Financial Advisors
Windsor,
Connecticut
|
$530K
|
+$85.1K
|
+2,170
|
+20%
|
|
|
336
|
Panagora Asset Management
Boston,
Massachusetts
|
$521K
|
-$87.3K
|
-2,226
|
-14%
|
|
|
337
|
TD Private Client Wealth
New York
|
$511K
|
+$113K
|
+2,892
|
+28%
|
|
|
338
|
Bridgefront Capital
Austin,
Texas
|
$510K
|
-$353K
|
-9,000
|
-41%
|
|
|
339
|
Ratan Capital Management
Miami Beach,
Florida
|
$505K
|
+$510K
|
+13,000
|
New
|
|
|
340
|
Confluence Investment Management
St. Louis,
Missouri
|
$498K
|
-$3.92K
|
-100
|
-0.8%
|
|
|
341
|
Scotia Capital
Toronto,
Ontario, Canada
|
$492K
|
-$119K
|
-3,030
|
-19%
|
|
|
342
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$492K
|
+$35.6K
|
+908
|
+8%
|
|
|
343
|
Barings
Charlotte,
North Carolina
|
$485K
|
-$161K
|
-4,118
|
-25%
|
|
|
344
|
Alta Capital Management
Salt Lake City,
Utah
|
$477K
|
+$482K
|
+12,292
|
New
|
|
|
345
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$474K
|
+$180K
|
+4,600
|
+61%
|
|
|
346
|
Level Four Advisory Services
Dallas,
Texas
|
$471K
|
+$57.1K
|
+1,456
|
+14%
|
|
|
347
|
Hexavest
Montreal,
Quebec, Canada
|
$468K
|
–
|
–
|
–
|
|
|
348
|
Citadel Advisors
Miami,
Florida
|
$465K
|
+$469K
|
+11,974
|
New
|
|
|
349
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$463K
|
+$266K
|
+6,776
|
+132%
|
|
|
350
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$457K
|
+$117K
|
+2,976
|
+33%
|
|
