|
351
|
Donor Advised Charitable Giving
San Francisco,
California
|
$648K
|
-$1.26K
|
-20
|
-0.2%
|
|
|
352
|
Forum Financial Management
Lombard,
Illinois
|
$635K
|
-$450K
|
-7,126
|
-42%
|
|
|
353
|
Mather Group
Chicago,
Illinois
|
$631K
|
-$1.71K
|
-27
|
-0.3%
|
|
|
354
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$630K
|
–
|
–
|
–
|
|
|
355
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$627K
|
–
|
–
|
–
|
|
|
356
|
|
$621K
|
+$12.1K
|
+191
|
+2%
|
|
|
357
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$616K
|
-$5.62K
|
-89
|
-0.9%
|
|
|
358
|
St Louis Trust
Saint Louis,
Missouri
|
$615K
|
–
|
–
|
–
|
|
|
359
|
AQR Capital Management
Greenwich,
Connecticut
|
$614K
|
+$135K
|
+2,136
|
+28%
|
|
|
360
|
|
$611K
|
+$608K
|
+9,631
|
New
|
|
|
361
|
First Horizon Advisors
Memphis,
Tennessee
|
$609K
|
+$17K
|
+269
|
+3%
|
|
|
362
|
RF&L Wealth Management
Acton,
Massachusetts
|
$604K
|
+$6.32K
|
+100
|
+1%
|
|
|
363
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$601K
|
–
|
–
|
–
|
|
|
364
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$594K
|
+$97.2K
|
+1,539
|
+20%
|
|
|
365
|
LAM Group
Lake Oswego,
Oregon
|
$582K
|
–
|
–
|
–
|
|
|
366
|
Ascent Group
Virginia Beach,
Virginia
|
$576K
|
+$573K
|
+9,073
|
New
|
|
|
367
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$575K
|
-$981K
|
-15,534
|
-63%
|
|
|
368
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$573K
|
–
|
–
|
–
|
|
|
369
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$568K
|
-$19.6K
|
-311
|
-3%
|
|
|
370
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$562K
|
-$31.6K
|
-500
|
-5%
|
|
|
371
|
American Century Companies
Kansas City,
Missouri
|
$561K
|
-$5.89M
|
-93,216
|
-91%
|
|
|
372
|
Fidelis Capital Partners
Tampa,
Florida
|
$551K
|
+$37.6K
|
+595
|
+8%
|
|
|
373
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$542K
|
+$539K
|
+8,535
|
New
|
|
|
374
|
CIBC World Market
Toronto,
Ontario, Canada
|
$539K
|
-$11.6K
|
-183
|
-2%
|
|
|
375
|
Index Fund Advisors
Irvine,
California
|
$533K
|
+$9.98K
|
+158
|
+2%
|
|
