|
1526
|
Donor Advised Charitable Giving
San Francisco,
California
|
$518K
|
+$26.6K
|
+279
|
+6%
|
|
|
1527
|
KCM Investment Advisors
Greenbrae,
California
|
$518K
|
-$11.8K
|
-124
|
-2%
|
|
|
1528
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$516K
|
-$4.19K
|
-44
|
-0.8%
|
|
|
1529
|
Donaldson Capital Management
Evansville,
Indiana
|
$512K
|
-$47.2K
|
-496
|
-9%
|
|
|
1530
|
Financial Insights
Tacoma,
Washington
|
$512K
|
+$36.3K
|
+381
|
+8%
|
|
|
1531
|
Facet Wealth Inc
Baltimore,
Maryland
|
$511K
|
+$222K
|
+2,330
|
+90%
|
|
|
1532
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$510K
|
+$1.43K
|
+15
|
+0.3%
|
|
|
1533
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$510K
|
+$2.19K
|
+23
|
+0.5%
|
|
|
1534
|
Innealta Capital
Austin,
Texas
|
$509K
|
+$59.8K
|
+628
|
+14%
|
|
|
1535
|
Acadian Asset Management
Boston,
Massachusetts
|
$509K
|
+$487K
|
+5,114
|
New
|
|
|
1536
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$509K
|
+$486K
|
+5,104
|
New
|
|
|
1537
|
Bayesian Capital Management
Brooklyn,
New York
|
$508K
|
+$486K
|
+5,100
|
New
|
|
|
1538
|
NBT Bank
Norwich,
New York
|
$508K
|
-$952
|
-10
|
-0.2%
|
|
|
1539
|
BIP Wealth
Atlanta,
Georgia
|
$508K
|
-$55.2K
|
-580
|
-10%
|
|
|
1540
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$507K
|
-$980K
|
-10,294
|
-67%
|
|
|
1541
|
Somerset Trust
Somerset,
Pennsylvania
|
$506K
|
–
|
–
|
–
|
|
|
1542
|
Doliver Advisors
Houston,
Texas
|
$506K
|
–
|
–
|
–
|
|
|
1543
|
Latitude Advisors
Vero Beach,
Florida
|
$503K
|
+$24.1K
|
+253
|
+5%
|
|
|
1544
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$502K
|
-$762
|
-8
|
-0.2%
|
|
|
1545
|
Cobblestone Capital Advisors
Rochester,
New York
|
$501K
|
+$2.76K
|
+29
|
+0.6%
|
|
|
1546
|
High Falls Advisors
Rochester,
New York
|
$499K
|
-$242K
|
-2,540
|
-34%
|
|
|
1547
|
New Potomac Partners
Bethesda,
Maryland
|
$498K
|
-$3.62K
|
-38
|
-0.8%
|
|
|
1548
|
Linker Capital Management
Prospect,
Kentucky
|
$498K
|
–
|
–
|
–
|
|
|
1549
|
GFG Capital
Miami,
Florida
|
$496K
|
+$1.24K
|
+13
|
+0.3%
|
|
|
1550
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$496K
|
-$412K
|
-4,330
|
-47%
|
|
