|
326
|
Donor Advised Charitable Giving
San Francisco,
California
|
$386K
|
+$463K
|
+2,601
|
New
|
|
|
327
|
RVW Wealth
Los Angeles,
California
|
$383K
|
-$647K
|
-3,638
|
-58%
|
|
|
328
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$378K
|
–
|
–
|
–
|
|
|
329
|
Bremer Bank National Association
St Paul,
Minnesota
|
$371K
|
–
|
–
|
–
|
|
|
330
|
Intelligence Driven Advisers
Carlsbad,
California
|
$366K
|
+$439K
|
+2,465
|
New
|
|
|
331
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$360K
|
-$57.3K
|
-322
|
-12%
|
|
|
332
|
Cadence Bank NA
Houston,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
333
|
Boys Arnold & Co
Asheville,
North Carolina
|
$356K
|
-$4.45K
|
-25
|
-1%
|
|
|
334
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$355K
|
-$17.1K
|
-96
|
-4%
|
|
|
335
|
Squar Milner Financial Services
Irvine,
California
|
$347K
|
–
|
–
|
–
|
|
|
336
|
Gibson Capital
Wexford,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
337
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$345K
|
–
|
–
|
–
|
|
|
338
|
First National Trust
Hermitage,
Pennsylvania
|
$340K
|
+$171K
|
+959
|
+72%
|
|
|
339
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$340K
|
+$408K
|
+2,295
|
New
|
|
|
340
|
Coldstream Capital Management
Bellevue,
Washington
|
$339K
|
-$1.25K
|
-7
|
-0.3%
|
|
|
341
|
Frontier Wealth Management
Kansas City,
Missouri
|
$338K
|
–
|
–
|
–
|
|
|
342
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$329K
|
–
|
–
|
–
|
|
|
343
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$328K
|
–
|
–
|
–
|
|
|
344
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$321K
|
+$385K
|
+2,166
|
New
|
|
|
345
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$314K
|
-$9.79K
|
-55
|
-3%
|
|
|
346
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$310K
|
-$12.5K
|
-70
|
-3%
|
|
|
347
|
AssetMark Inc
Concord,
California
|
$303K
|
-$12.8K
|
-72
|
-3%
|
|
|
348
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$299K
|
–
|
–
|
–
|
|
|
349
|
J.W. Burns & Co
Dewitt,
New York
|
$297K
|
–
|
–
|
–
|
|
|
350
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$297K
|
+$356K
|
+2,000
|
New
|
|
