|
576
|
Donor Advised Charitable Giving
San Francisco,
California
|
$6.62M
|
-$4.45M
|
-19,996
|
-40%
|
|
|
577
|
Kesler Norman & Wride
Ogden,
Utah
|
$6.59M
|
+$2.8M
|
+12,589
|
+72%
|
|
|
578
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$6.57M
|
-$57.9K
|
-260
|
-0.9%
|
|
|
579
|
|
$6.46M
|
-$7.26M
|
-32,609
|
-53%
|
|
|
580
|
Richard C. Young & Co
Newport,
Rhode Island
|
$6.43M
|
–
|
–
|
–
|
|
|
581
|
Chemung Canal Trust
Elmira,
New York
|
$6.4M
|
-$462K
|
-2,076
|
-7%
|
|
|
582
|
Princeton Capital Management
Red Bank,
New Jersey
|
$6.39M
|
+$148K
|
+664
|
+2%
|
|
|
583
|
Bank of the West
Monterey Park,
California
|
$6.36M
|
+$318K
|
+1,429
|
+5%
|
|
|
584
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$6.36M
|
-$644K
|
-2,890
|
-9%
|
|
|
585
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$6.36M
|
+$512K
|
+2,300
|
+9%
|
|
|
586
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$6.35M
|
+$220K
|
+987
|
+4%
|
|
|
587
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.33M
|
+$380K
|
+1,707
|
+6%
|
|
|
588
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$6.28M
|
+$1.1M
|
+4,949
|
+21%
|
|
|
589
|
Adalta Capital Management
New York
|
$6.28M
|
–
|
–
|
–
|
|
|
590
|
Parcion Private Wealth
Bellevue,
Washington
|
$6.28M
|
-$107K
|
-479
|
-2%
|
|
|
591
|
Oakwood Capital Management
Los Angeles,
California
|
$6.27M
|
+$125K
|
+562
|
+2%
|
|
|
592
|
Murphy Capital Management
Bedminster,
New Jersey
|
$6.26M
|
+$10.7K
|
+48
|
+0.2%
|
|
|
593
|
Veritable
Wilmington,
Delaware
|
$6.26M
|
+$42.3K
|
+190
|
+0.7%
|
|
|
594
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$6.25M
|
-$1.02M
|
-4,576
|
-14%
|
|
|
595
|
Welch & Forbes
Boston,
Massachusetts
|
$6.23M
|
+$399K
|
+1,793
|
+7%
|
|
|
596
|
Cypress Asset Management
Houston,
Texas
|
$6.21M
|
+$577K
|
+2,593
|
+10%
|
|
|
597
|
Old National Bancorp
Evansville,
Indiana
|
$6.18M
|
+$2K
|
+9
|
+0%
|
|
|
598
|
Perennial Advisors
New York
|
$6.18M
|
+$181K
|
+815
|
+3%
|
|
|
599
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$6.01M
|
-$402K
|
-1,807
|
-6%
|
|
|
600
|
Calamos Wealth Management
Naperville,
Illinois
|
$5.99M
|
-$397K
|
-1,785
|
-6%
|
|
