|
201
|
Donor Advised Charitable Giving
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
202
|
EP Wealth Advisors
Torrance,
California
|
$250K
|
+$257K
|
+2,825
|
New
|
|
|
203
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$243K
|
+$249K
|
+2,737
|
New
|
|
|
204
|
Virginia Retirement Systems
Richmond,
Virginia
|
$239K
|
+$246K
|
+2,700
|
New
|
|
|
205
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$239K
|
-$1.46K
|
-16
|
-0.6%
|
|
|
206
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$238K
|
-$13K
|
-143
|
-5%
|
|
|
207
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$230K
|
+$237K
|
+2,600
|
New
|
|
|
208
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
209
|
Shell Asset Management
The Hague,
Netherlands
|
$228K
|
-$59.4K
|
-652
|
-20%
|
|
|
210
|
Proficio Capital Partners
Newton,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
211
|
Coldstream Capital Management
Bellevue,
Washington
|
$227K
|
+$234K
|
+2,565
|
New
|
|
|
212
|
RMR Wealth Builders
Montclair,
New Jersey
|
$222K
|
+$729
|
+8
|
+0.3%
|
|
|
213
|
Kestra Advisory Services
Austin,
Texas
|
$215K
|
+$221K
|
+2,423
|
New
|
|
|
214
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$211K
|
+$217K
|
+2,381
|
New
|
|
|
215
|
Veritable
Wilmington,
Delaware
|
$202K
|
+$208K
|
+2,285
|
New
|
|
|
216
|
Advisory Services Network
Atlanta,
Georgia
|
$182K
|
+$187K
|
+2,053
|
New
|
|
|
217
|
One Wealth Advisors
San Francisco,
California
|
$175K
|
+$180K
|
+1,974
|
New
|
|
|
218
|
Simplex Trading
Chicago,
Illinois
|
$169K
|
+$175K
|
+1,918
|
New
|
|
|
219
|
Steward Partners Investment Advisory
New York
|
$167K
|
–
|
–
|
–
|
|
|
220
|
Huntington National Bank
Columbus,
Ohio
|
$167K
|
-$4.1K
|
-45
|
-2%
|
|
|
221
|
VanEck Associates
New York
|
$163K
|
+$7.57K
|
+83
|
+5%
|
|
|
222
|
Erste Asset Management
Vienna,
Austria
|
$163K
|
+$164K
|
+1,800
|
New
|
|
|
223
|
Tompkins Financial
Ithaca,
New York
|
$127K
|
–
|
–
|
–
|
|
|
224
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$120K
|
+$365
|
+4
|
+0.3%
|
|
|
225
|
Whittier Trust
South Pasadena,
California
|
$111K
|
-$6.02K
|
-66
|
-5%
|
|
