|
401
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
402
|
Trust Company of Toledo
Holland,
Ohio
|
$1.51M
|
-$30.3K
|
-816
|
-2%
|
|
|
403
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.49M
|
+$5.56K
|
+150
|
+0.4%
|
|
|
404
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.48M
|
+$1.36M
|
+36,618
|
New
|
|
|
405
|
Front Row Advisors
Tiburon,
California
|
$1.47M
|
-$16.7K
|
-450
|
-1%
|
|
|
406
|
Hartline Investment Corp
Winnetka,
Illinois
|
$1.46M
|
+$405K
|
+10,926
|
+43%
|
|
|
407
|
Truist Financial
Charlotte,
North Carolina
|
$1.44M
|
+$159K
|
+4,278
|
+14%
|
|
|
408
|
Pillar Pacific Capital Management
Pacifica,
California
|
$1.44M
|
-$25.6K
|
-690
|
-2%
|
|
|
409
|
Lucia Wealth Services
San Diego,
California
|
$1.44M
|
+$188K
|
+5,058
|
+17%
|
|
|
410
|
Private Advisor Group
Morristown,
New Jersey
|
$1.43M
|
+$276K
|
+7,440
|
+27%
|
|
|
411
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.43M
|
-$565K
|
-15,228
|
-30%
|
|
|
412
|
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
$1.43M
|
-$106K
|
-2,850
|
-7%
|
|
|
413
|
Suntrust Banks
Atlanta,
Georgia
|
$1.42M
|
-$120K
|
-3,246
|
-8%
|
|
|
414
|
Creative Planning
Overland Park,
Kansas
|
$1.42M
|
+$82.8K
|
+2,232
|
+7%
|
|
|
415
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.41M
|
-$89.7K
|
-2,418
|
-7%
|
|
|
416
|
IFM Investors
Melbourne,
Australia
|
$1.41M
|
+$116K
|
+3,138
|
+10%
|
|
|
417
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$1.4M
|
+$13.4K
|
+360
|
+1%
|
|
|
418
|
Marshall Wace
London,
United Kingdom
|
$1.39M
|
+$487K
|
+13,128
|
+62%
|
|
|
419
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.37M
|
+$339K
|
+9,132
|
+37%
|
|
|
420
|
HoyleCohen
San Diego,
California
|
$1.32M
|
-$5.56K
|
-150
|
-0.5%
|
|
|
421
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.32M
|
+$97.5K
|
+2,628
|
+9%
|
|
|
422
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$1.32M
|
+$1.21M
|
+32,526
|
New
|
|
|
423
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.31M
|
-$334K
|
-9,012
|
-22%
|
|
|
424
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.31M
|
+$550K
|
+14,820
|
+85%
|
|
|
425
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.31M
|
+$3.34K
|
+90
|
+0.3%
|
|
