|
351
|
Donor Advised Charitable Giving
San Francisco,
California
|
$621K
|
+$14.7K
|
+231
|
+2%
|
|
|
352
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$618K
|
+$64.7K
|
+1,017
|
+11%
|
|
|
353
|
Mather Group
Chicago,
Illinois
|
$605K
|
-$15.2K
|
-239
|
-2%
|
|
|
354
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$603K
|
+$12.6K
|
+198
|
+2%
|
|
|
355
|
REDW Wealth
Albuquerque,
New Mexico
|
$601K
|
+$629K
|
+9,896
|
New
|
|
|
356
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$600K
|
+$628K
|
+9,877
|
New
|
|
|
357
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$594K
|
-$2.24M
|
-35,294
|
-78%
|
|
|
358
|
St Louis Trust
Saint Louis,
Missouri
|
$588K
|
–
|
–
|
–
|
|
|
359
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$585K
|
+$417K
|
+6,555
|
+213%
|
|
|
360
|
|
$582K
|
+$330K
|
+5,182
|
+118%
|
|
|
361
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$577K
|
+$41.2K
|
+647
|
+7%
|
|
|
362
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$574K
|
-$94.8K
|
-1,491
|
-14%
|
|
|
363
|
RF&L Wealth Management
Acton,
Massachusetts
|
$571K
|
+$191
|
+3
|
+0%
|
|
|
364
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$568K
|
-$20.5K
|
-323
|
-3%
|
|
|
365
|
First Horizon Advisors
Memphis,
Tennessee
|
$566K
|
+$51.9K
|
+816
|
+10%
|
|
|
366
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$565K
|
+$119K
|
+1,873
|
+25%
|
|
|
367
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$563K
|
-$30.3K
|
-477
|
-5%
|
|
|
368
|
Single Point Partners
Boston,
Massachusetts
|
$559K
|
+$585K
|
+9,197
|
New
|
|
|
369
|
LAM Group
Lake Oswego,
Oregon
|
$556K
|
–
|
–
|
–
|
|
|
370
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$548K
|
+$6.62K
|
+104
|
+1%
|
|
|
371
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$542K
|
-$18.5K
|
-291
|
-3%
|
|
|
372
|
J.W. Cole Advisors
Tampa,
Florida
|
$536K
|
-$71.8K
|
-1,129
|
-11%
|
|
|
373
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$533K
|
-$2.25M
|
-35,427
|
-80%
|
|
|
374
|
Douglass Winthrop Advisors
New York
|
$527K
|
–
|
–
|
–
|
|
|
375
|
CIBC World Market
Toronto,
Ontario, Canada
|
$526K
|
-$1.59K
|
-25
|
-0.3%
|
|
