|
301
|
Donor Advised Charitable Giving
San Francisco,
California
|
$473K
|
+$444K
|
+8,817
|
New
|
|
|
302
|
Parallel Advisors
San Francisco,
California
|
$469K
|
-$134K
|
-2,651
|
-23%
|
|
|
303
|
First Horizon Advisors
Memphis,
Tennessee
|
$466K
|
–
|
–
|
–
|
|
|
304
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$463K
|
-$90.2K
|
-1,790
|
-17%
|
|
|
305
|
Strategic Blueprint
Atlanta,
Georgia
|
$462K
|
-$360K
|
-7,135
|
-45%
|
|
|
306
|
Regions Financial Corp
Birmingham,
Alabama
|
$453K
|
+$66K
|
+1,310
|
+18%
|
|
|
307
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$451K
|
-$23.1K
|
-458
|
-5%
|
|
|
308
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$449K
|
-$11.6K
|
-231
|
-3%
|
|
|
309
|
Lavaca Capital
Houston,
Texas
|
$449K
|
+$422K
|
+8,383
|
New
|
|
|
310
|
Archford Capital Strategies
Swansea,
Illinois
|
$448K
|
-$193K
|
-3,822
|
-31%
|
|
|
311
|
Sage Rhino Capital
Menlo Park,
California
|
$444K
|
–
|
–
|
–
|
|
|
312
|
American Century Companies
Kansas City,
Missouri
|
$443K
|
-$56.4K
|
-1,119
|
-12%
|
|
|
313
|
Wealthcare Capital Management
Richmond,
Virginia
|
$438K
|
+$40.2K
|
+797
|
+11%
|
|
|
314
|
Edge Capital Group
Atlanta,
Georgia
|
$435K
|
-$26.3K
|
-521
|
-6%
|
|
|
315
|
First Interstate Bank
Billings,
Montana
|
$425K
|
+$139K
|
+2,766
|
+54%
|
|
|
316
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$412K
|
-$124K
|
-2,467
|
-24%
|
|
|
317
|
Rockefeller Capital Management
New York
|
$410K
|
+$123K
|
+2,435
|
+47%
|
|
|
318
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$402K
|
–
|
–
|
–
|
|
|
319
|
9258 Wealth Management
Blue Ash,
Ohio
|
$399K
|
+$2.12K
|
+42
|
+0.6%
|
|
|
320
|
Cumberland Advisors
Sarasota,
Florida
|
$396K
|
-$15.1K
|
-300
|
-4%
|
|
|
321
|
Lee Financial
Dallas,
Texas
|
$394K
|
-$118K
|
-2,351
|
-24%
|
|
|
322
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$382K
|
-$27.6K
|
-547
|
-7%
|
|
|
323
|
BBVA USA Bancshares
Houston,
Texas
|
$377K
|
-$143K
|
-2,836
|
-29%
|
|
|
324
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$377K
|
+$81.6K
|
+1,620
|
+30%
|
|
|
325
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$371K
|
-$50.3K
|
-999
|
-13%
|
|
