|
1351
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.63M
|
-$21.9K
|
-298
|
-1%
|
|
|
1352
|
Moneywise Inc
Forest,
Virginia
|
$1.63M
|
+$293
|
+4
|
+0%
|
|
|
1353
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.63M
|
+$36.7K
|
+500
|
+2%
|
|
|
1354
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$1.62M
|
-$76.2K
|
-1,038
|
-5%
|
|
|
1355
|
Evensky & Katz
Coral Gables,
Florida
|
$1.62M
|
-$38.2K
|
-520
|
-2%
|
|
|
1356
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.62M
|
–
|
–
|
–
|
|
|
1357
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.62M
|
-$27.1K
|
-370
|
-2%
|
|
|
1358
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$1.62M
|
–
|
–
|
–
|
|
|
1359
|
SEI Investments
Oaks,
Pennsylvania
|
$1.61M
|
+$527K
|
+7,184
|
+52%
|
|
|
1360
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.61M
|
+$118K
|
+1,609
|
+8%
|
|
|
1361
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$1.6M
|
–
|
–
|
–
|
|
|
1362
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$1.6M
|
+$27.9K
|
+380
|
+2%
|
|
|
1363
|
Landing Point Financial Group
Avon,
Ohio
|
$1.6M
|
-$716K
|
-9,754
|
-32%
|
|
|
1364
|
Creekside Partners
Petaluma,
California
|
$1.59M
|
+$2.13K
|
+29
|
+0.1%
|
|
|
1365
|
Spinnaker Trust
Portland,
Maine
|
$1.59M
|
-$102K
|
-1,386
|
-6%
|
|
|
1366
|
IMA Advisory Services
Denver,
Colorado
|
$1.58M
|
+$666K
|
+9,073
|
+79%
|
|
|
1367
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.57M
|
+$90.1K
|
+1,228
|
+6%
|
|
|
1368
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.57M
|
-$23.1K
|
-315
|
-2%
|
|
|
1369
|
Sage Capital Management
Stockton,
New Jersey
|
$1.57M
|
+$3.3K
|
+45
|
+0.2%
|
|
|
1370
|
Fusion Family Wealth
Woodbury,
New York
|
$1.57M
|
-$25.2K
|
-344
|
-2%
|
|
|
1371
|
Prudential Financial
Newark,
New Jersey
|
$1.57M
|
-$352K
|
-4,800
|
-19%
|
|
|
1372
|
SGL Investment Advisors
Missoula,
Montana
|
$1.56M
|
+$174K
|
+2,377
|
+13%
|
|
|
1373
|
626 Financial
Portage,
Michigan
|
$1.56M
|
-$100K
|
-1,364
|
-6%
|
|
|
1374
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.56M
|
+$17.6K
|
+240
|
+1%
|
|
|
1375
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.56M
|
-$77.6K
|
-1,058
|
-5%
|
|
