|
1176
|
Donor Advised Charitable Giving
San Francisco,
California
|
$442K
|
+$432K
|
+4,083
|
New
|
|
|
1177
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$441K
|
-$71.1K
|
-672
|
-14%
|
|
|
1178
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$439K
|
+$89.4K
|
+845
|
+26%
|
|
|
1179
|
Sunflower Bank
Dallas,
Texas
|
$437K
|
-$21.9K
|
-207
|
-5%
|
|
|
1180
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$435K
|
-$8.89K
|
-84
|
-2%
|
|
|
1181
|
Howe & Rusling
Rochester,
New York
|
$435K
|
+$5.08K
|
+48
|
+1%
|
|
|
1182
|
Drive Wealth Management
Lehi,
Utah
|
$435K
|
+$189K
|
+1,784
|
+80%
|
|
|
1183
|
Bank of Stockton
Stockton,
California
|
$434K
|
-$31.2K
|
-295
|
-7%
|
|
|
1184
|
Personal CFO Solutions
Chester,
New Jersey
|
$433K
|
-$16.1K
|
-152
|
-4%
|
|
|
1185
|
Clarius Group LLC
Seattle,
Washington
|
$433K
|
–
|
–
|
–
|
|
|
1186
|
Avalon Investment & Advisory
Houston,
Texas
|
$430K
|
+$420K
|
+3,964
|
New
|
|
|
1187
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$429K
|
-$70.6K
|
-667
|
-14%
|
|
|
1188
|
Bank of Marin
Novato,
California
|
$424K
|
-$8.26K
|
-78
|
-2%
|
|
|
1189
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$423K
|
-$25.3K
|
-239
|
-6%
|
|
|
1190
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
1191
|
Realta Investment Advisors
Wilmington,
Delaware
|
$422K
|
-$74.7K
|
-706
|
-15%
|
|
|
1192
|
Berkeley Capital Partners
Milton,
Georgia
|
$422K
|
+$4.97K
|
+47
|
+1%
|
|
|
1193
|
LifeSteps Financial
Claremont,
California
|
$421K
|
+$1.48K
|
+14
|
+0.4%
|
|
|
1194
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$420K
|
+$10.2K
|
+96
|
+3%
|
|
|
1195
|
Jordan Park Group
San Francisco,
California
|
$416K
|
-$96.4K
|
-911
|
-19%
|
|
|
1196
|
Marshall Wace
London,
United Kingdom
|
$416K
|
+$406K
|
+3,840
|
New
|
|
|
1197
|
FSC Wealth Advisors
Fishkill,
New York
|
$415K
|
-$25.8K
|
-244
|
-6%
|
|
|
1198
|
|
$415K
|
+$741
|
+7
|
+0.2%
|
|
|
1199
|
Silverlake Wealth Management
Williston,
Vermont
|
$414K
|
-$311K
|
-2,935
|
-43%
|
|
|
1200
|
Wealthspan Partners
Davenport,
Iowa
|
$413K
|
-$43.4K
|
-410
|
-10%
|
|
