|
1226
|
Donor Advised Charitable Giving
San Francisco,
California
|
$92.8M
|
$0
|
5
|
10.44%
|
Maintained
|
|
|
1227
|
Alerus Financial
Grand Forks,
North Dakota
|
$92.8M
|
-$2.99M
|
4
|
9.36%
|
Reduced
|
|
|
1228
|
Means Investment Company
Bangor,
Maine
|
$92.6M
|
+$3.9M
|
9
|
18.51%
|
Increased
|
|
|
1229
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$92.5M
|
-$1.7M
|
10
|
4.74%
|
Reduced
|
|
|
1230
|
Geneos Wealth Management
Englewood,
Colorado
|
$92.5M
|
-$23.2M
|
23
|
3.61%
|
Reduced
|
|
|
1231
|
DSAM Partners
London,
United Kingdom
|
$92.3M
|
+$23.5M
|
4
|
15.5%
|
Increased
|
|
|
1232
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$92M
|
+$2.7M
|
6
|
10.96%
|
Increased
|
|
|
1233
|
Rothschild Investment LLC
Chicago,
Illinois
|
$91.9M
|
+$449K
|
7
|
7.31%
|
Increased
|
|
|
1234
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$91.7M
|
$0
|
3
|
11.5%
|
Maintained
|
|
|
1235
|
Woodline Partners
San Francisco,
California
|
$91.7M
|
+$59.4M
|
6
|
1.71%
|
Increased
|
|
|
1236
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$91.7M
|
-$999K
|
5
|
9%
|
Reduced
|
|
|
1237
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$91.6M
|
+$2.73M
|
9
|
3.59%
|
Increased
|
|
|
1238
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$91.4M
|
+$70.7K
|
10
|
10.34%
|
Increased
|
|
|
1239
|
SeaCrest Wealth Management
Purchase,
New York
|
$91.3M
|
-$892K
|
11
|
11.01%
|
Reduced
|
|
|
1240
|
Grimes & Company
Westborough,
Massachusetts
|
$91M
|
+$12.4M
|
6
|
3.95%
|
Increased
|
|
|
1241
|
Taikang Asset Management (HK)
Hong Kong
|
$91M
|
+$6.23M
|
6
|
14.04%
|
Increased
|
|
|
1242
|
Bell Asset Management
Melbourne,
Australia
|
$90.9M
|
+$24.7M
|
4
|
17.78%
|
Increased
|
|
|
1243
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$90.7M
|
+$759K
|
6
|
17.23%
|
Increased
|
|
|
1244
|
Check Capital Management
Costa Mesa,
California
|
$90.6M
|
-$277K
|
4
|
4.09%
|
Reduced
|
|
|
1245
|
Lyell Wealth Management
Menlo Park,
California
|
$90.6M
|
+$3.77M
|
8
|
11.21%
|
Increased
|
|
|
1246
|
Fiduciary Group
Savannah,
Georgia
|
$90.4M
|
+$1.22M
|
7
|
10.46%
|
Increased
|
|
|
1247
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$90.2M
|
-$12.5M
|
7
|
8.59%
|
Reduced
|
|
|
1248
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$90.2M
|
+$37.4M
|
7
|
0.92%
|
Increased
|
|
|
1249
|
SignatureFD
Atlanta,
Georgia
|
$90M
|
+$6.64M
|
28
|
3.59%
|
Increased
|
|
|
1250
|
Chescapmanager
Baltimore,
Maryland
|
$90M
|
+$2.33M
|
4
|
9.87%
|
Increased
|
|