|
26
|
Donor Advised Charitable Giving
San Francisco,
California
|
$597K
|
+$585K
|
+30,298
|
New
|
|
|
27
|
Leavell Investment Management
Mobile,
Alabama
|
$593K
|
+$72.4K
|
+3,750
|
+14%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$557K
|
+$54.6K
|
+2,826
|
+11%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$498K
|
+$39
|
+2
|
+0%
|
|
|
30
|
Tower Research Capital (TRC)
New York
|
$493K
|
+$479K
|
+24,794
|
+11,586%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$470K
|
-$10.2K
|
-526
|
-2%
|
|
|
32
|
SOL Capital Management
Rockville,
Maryland
|
$467K
|
-$12.7K
|
-660
|
-3%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$433K
|
+$6.95K
|
+360
|
+2%
|
|
|
34
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$431K
|
-$10.3K
|
-534
|
-2%
|
|
|
35
|
Manchester Financial
Westlake Village,
California
|
$429K
|
-$5.06K
|
-262
|
-1%
|
|
|
36
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$427K
|
+$418K
|
+21,678
|
New
|
|
|
37
|
LPL Financial
San Diego,
California
|
$392K
|
+$7.41K
|
+384
|
+2%
|
|
|
38
|
Omega Financial Group
Santa Barbara,
California
|
$379K
|
-$25.8K
|
-1,334
|
-6%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$363K
|
+$11.2K
|
+580
|
+3%
|
|
|
40
|
|
$330K
|
+$72.6K
|
+3,760
|
+29%
|
|
|
41
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$313K
|
–
|
–
|
–
|
|
|
42
|
Pinion Investment Advisors
Wichita,
Kansas
|
$302K
|
+$849
|
+44
|
+0.3%
|
|
|
43
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$289K
|
+$283K
|
+14,652
|
New
|
|
|
44
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
45
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
|
46
|
Element Wealth
Ridgeland,
Mississippi
|
$237K
|
-$1.17M
|
-60,728
|
-83%
|
|
|
47
|
Burleson & Co
Petaluma,
California
|
$237K
|
+$232
|
+12
|
+0.1%
|
|
|
48
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$235K
|
+$2.7K
|
+140
|
+1%
|
|
|
49
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$215K
|
–
|
–
|
–
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$200K
|
+$196K
|
+10,152
|
New
|
|
