|
51
|
Donor Advised Charitable Giving
San Francisco,
California
|
$556K
|
–
|
–
|
–
|
|
|
52
|
Citadel Advisors
Miami,
Florida
|
$551K
|
-$782K
|
-27,934
|
-60%
|
|
|
53
|
Insight Advisors
Newtown,
Pennsylvania
|
$546K
|
-$211K
|
-7,530
|
-29%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$540K
|
-$109K
|
-3,879
|
-18%
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$527K
|
+$11.8K
|
+420
|
+2%
|
|
|
56
|
Flow Traders U.S.
New York
|
$452K
|
+$426K
|
+15,213
|
New
|
|
|
57
|
HBW Advisory Services
Simi Valley,
California
|
$451K
|
+$896
|
+32
|
+0.2%
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$436K
|
-$1.26K
|
-45
|
-0.3%
|
|
|
59
|
Cresset Asset Management
Chicago,
Illinois
|
$376K
|
–
|
–
|
–
|
|
|
60
|
Cetera Advisor Networks
El Segundo,
California
|
$360K
|
-$13.1K
|
-467
|
-4%
|
|
|
61
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$353K
|
-$3.5K
|
-125
|
-1%
|
|
|
62
|
Intrua Financial
Houston,
Texas
|
$342K
|
-$71.4K
|
-2,549
|
-17%
|
|
|
63
|
Belpointe Asset Management
Reno,
Nevada
|
$339K
|
-$14.7K
|
-525
|
-4%
|
|
|
64
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$320K
|
-$75.2K
|
-2,685
|
-20%
|
|
|
65
|
Level Four Advisory Services
Dallas,
Texas
|
$303K
|
+$286K
|
+10,200
|
New
|
|
|
66
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$301K
|
+$12.3K
|
+440
|
+5%
|
|
|
67
|
Renaissance Technologies
New York
|
$300K
|
-$39.2K
|
-1,400
|
-12%
|
|
|
68
|
Claro Advisors
Boston,
Massachusetts
|
$291K
|
+$4.2K
|
+150
|
+2%
|
|
|
69
|
Graypoint LLC
Albany,
New York
|
$282K
|
-$108K
|
-3,861
|
-29%
|
|
|
70
|
Vontobel Holding
Zurich,
Switzerland
|
$265K
|
–
|
–
|
–
|
|
|
71
|
Evanson Asset Management
Carmel,
California
|
$250K
|
–
|
–
|
–
|
|
|
72
|
LVW Advisors
Pittsford,
New York
|
$249K
|
+$235K
|
+8,382
|
New
|
|
|
73
|
|
$243K
|
-$36.2K
|
-1,294
|
-14%
|
|
|
74
|
Circle Wealth Management
Summit,
New Jersey
|
$240K
|
-$20.9K
|
-748
|
-8%
|
|
|
75
|
Atria Wealth Solutions
New York
|
$239K
|
+$225K
|
+8,045
|
New
|
|
