|
651
|
Donor Advised Charitable Giving
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
|
652
|
PSI Advisors
Tampa,
Florida
|
$270K
|
+$74.4K
|
+920
|
+36%
|
|
|
653
|
Baron Wealth Management
Troy,
Michigan
|
$270K
|
+$279K
|
+3,449
|
New
|
|
|
654
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$268K
|
-$35.8K
|
-443
|
-11%
|
|
|
655
|
Forum Financial Management
Lombard,
Illinois
|
$267K
|
+$43.5K
|
+538
|
+19%
|
|
|
656
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$264K
|
+$273K
|
+3,380
|
New
|
|
|
657
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$262K
|
+$53.7K
|
+664
|
+27%
|
|
|
658
|
Crossmark Global Holdings
Houston,
Texas
|
$262K
|
-$5.42K
|
-67
|
-2%
|
|
|
659
|
PFG Advisors
Phoenix,
Arizona
|
$260K
|
+$5.42K
|
+67
|
+2%
|
|
|
660
|
ASB Consultores
Aventura,
Florida
|
$260K
|
-$300K
|
-3,713
|
-53%
|
|
|
661
|
Huntington National Bank
Columbus,
Ohio
|
$258K
|
-$109K
|
-1,348
|
-29%
|
|
|
662
|
Belpointe Asset Management
Reno,
Nevada
|
$257K
|
-$31.3K
|
-387
|
-11%
|
|
|
663
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$257K
|
+$266K
|
+3,284
|
New
|
|
|
664
|
Centurion Wealth Management
Mclean,
Virginia
|
$256K
|
+$265K
|
+3,276
|
New
|
|
|
665
|
Gill Capital Partners
Denver,
Colorado
|
$254K
|
-$78.3K
|
-969
|
-23%
|
|
|
666
|
UniSuper Management
Melbourne, Victoria,
Australia
|
$250K
|
–
|
–
|
–
|
|
|
667
|
Modera Wealth Management
Westwood,
New Jersey
|
$250K
|
-$195K
|
-2,408
|
-43%
|
|
|
668
|
Lane & Associates
Moorestown,
New Jersey
|
$248K
|
+$13.7K
|
+170
|
+6%
|
|
|
669
|
Golden Green
Seneca,
South Carolina
|
$245K
|
-$4.04K
|
-50
|
-2%
|
|
|
670
|
Oxford Financial Group
Carmel,
Indiana
|
$238K
|
+$246K
|
+3,044
|
New
|
|
|
671
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$237K
|
-$29.1K
|
-360
|
-11%
|
|
|
672
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$235K
|
-$1.86K
|
-23
|
-0.8%
|
|
|
673
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$234K
|
–
|
–
|
–
|
|
|
674
|
Cannon Global Investment Management
Davie,
Florida
|
$234K
|
+$243K
|
+3,000
|
New
|
|
|
675
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$234K
|
+$243K
|
+3,000
|
New
|
|
