|
476
|
Donor Advised Charitable Giving
San Francisco,
California
|
$252K
|
+$277K
|
+7,294
|
New
|
|
|
477
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$249K
|
+$1.63K
|
+43
|
+0.6%
|
|
|
478
|
|
$248K
|
–
|
–
|
–
|
|
|
479
|
Ballast Inc
Lexington,
Kentucky
|
$248K
|
+$2.69K
|
+71
|
+1%
|
|
|
480
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$240K
|
-$14K
|
-369
|
-5%
|
|
|
481
|
CIBC World Market
Toronto,
Ontario, Canada
|
$239K
|
-$7.59K
|
-200
|
-3%
|
|
|
482
|
EWG Elevate
Roseville,
California
|
$237K
|
-$28.2K
|
-742
|
-10%
|
|
|
483
|
Apeiron RIA
Dallas,
Texas
|
$237K
|
+$258K
|
+6,791
|
New
|
|
|
484
|
Grimes & Company
Westborough,
Massachusetts
|
$234K
|
+$3.15K
|
+83
|
+1%
|
|
|
485
|
Csenge Advisory Group
Clearwater,
Florida
|
$233K
|
-$23.5K
|
-620
|
-8%
|
|
|
486
|
Cambridge Advisors
Omaha,
Nebraska
|
$230K
|
+$9.37K
|
+247
|
+4%
|
|
|
487
|
Fiduciary Group
Savannah,
Georgia
|
$230K
|
+$221K
|
+5,838
|
New
|
|
|
488
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$227K
|
-$21.7K
|
-571
|
-8%
|
|
|
489
|
Old Port Advisors
Portland,
Maine
|
$226K
|
-$2.5K
|
-66
|
-1%
|
|
|
490
|
Cresset Asset Management
Chicago,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
491
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$224K
|
–
|
–
|
–
|
|
|
492
|
Cook Wealth
Raleigh,
North Carolina
|
$223K
|
–
|
–
|
–
|
|
|
493
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
494
|
|
$219K
|
–
|
–
|
–
|
|
|
495
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$218K
|
-$48.4K
|
-1,277
|
-17%
|
|
|
496
|
Strategic Blueprint
Atlanta,
Georgia
|
$212K
|
-$39.2K
|
-1,033
|
-14%
|
|
|
497
|
Berkeley Inc
Boise,
Idaho
|
$211K
|
–
|
–
|
–
|
|
|
498
|
SEI Investments
Oaks,
Pennsylvania
|
$204K
|
+$10.6K
|
+279
|
+5%
|
|
|
499
|
NWAM LLC
Mercer Island,
Washington
|
$203K
|
-$12.1K
|
-319
|
-5%
|
|
|
500
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$200K
|
+$759
|
+20
|
+0.3%
|
|
