|
1176
|
Donor Advised Charitable Giving
San Francisco,
California
|
$462K
|
-$28K
|
-348
|
-6%
|
|
|
1177
|
Monterey Private Wealth
Monterey,
California
|
$462K
|
+$443K
|
+5,512
|
New
|
|
|
1178
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$460K
|
–
|
–
|
–
|
|
|
1179
|
Frontier Investment Management
Dallas,
Texas
|
$460K
|
+$5.63K
|
+70
|
+1%
|
|
|
1180
|
Cigna Investments
Bloomfield,
Connecticut
|
$457K
|
-$86.9K
|
-1,080
|
-16%
|
|
|
1181
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$457K
|
–
|
–
|
–
|
|
|
1182
|
Abbot Financial Management
Andover,
Massachusetts
|
$457K
|
+$13.9K
|
+173
|
+3%
|
|
|
1183
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$457K
|
+$441K
|
+5,481
|
New
|
|
|
1184
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$456K
|
+$805
|
+10
|
+0.2%
|
|
|
1185
|
Maryland Capital Management
Towson,
Maryland
|
$455K
|
–
|
–
|
–
|
|
|
1186
|
Archer Investment Corporation
Carmel,
Indiana
|
$453K
|
-$78.2K
|
-972
|
-15%
|
|
|
1187
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$448K
|
+$4.67K
|
+58
|
+1%
|
|
|
1188
|
Truvestments Capital
Sarasota,
Florida
|
$446K
|
+$402
|
+5
|
+0.1%
|
|
|
1189
|
Fisher Asset Management
Camas,
Washington
|
$444K
|
+$426K
|
+5,296
|
New
|
|
|
1190
|
Freestone Capital Holdings
Seattle,
Washington
|
$443K
|
-$38.1K
|
-474
|
-8%
|
|
|
1191
|
Fort Point Capital Partners
San Francisco,
California
|
$442K
|
-$73.1K
|
-908
|
-15%
|
|
|
1192
|
SEI Investments
Oaks,
Pennsylvania
|
$438K
|
-$7.08K
|
-88
|
-2%
|
|
|
1193
|
Capital City Trust
Tallahassee,
Florida
|
$434K
|
+$144K
|
+1,789
|
+53%
|
|
|
1194
|
Howland Capital Management
Boston,
Massachusetts
|
$432K
|
+$415K
|
+5,157
|
New
|
|
|
1195
|
Allworth Financial
Folsom,
California
|
$430K
|
+$112K
|
+1,391
|
+37%
|
|
|
1196
|
First Citizens Financial Corp
Mason City,
Iowa
|
$430K
|
+$412K
|
+5,127
|
New
|
|
|
1197
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$429K
|
-$9.49K
|
-118
|
-2%
|
|
|
1198
|
IMS Capital Management
Portland,
Oregon
|
$428K
|
+$91.3K
|
+1,135
|
+29%
|
|
|
1199
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$425K
|
-$4.67K
|
-58
|
-1%
|
|
|
1200
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$425K
|
-$4.26K
|
-53
|
-1%
|
|
