|
3001
|
Donor Advised Charitable Giving
San Francisco,
California
|
$376K
|
+$370K
|
1
|
0.3%
|
New
|
|
|
3002
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$373K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
3003
|
Barnett & Company
Chattanooga,
Tennessee
|
$371K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
3004
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$368K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
3005
|
Seven Post Investment Office
San Francisco,
California
|
$366K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
3006
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$365K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
3007
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$362K
|
-$1.75K
|
1
|
0.35%
|
Reduced
|
|
|
3008
|
|
$362K
|
-$1.06M
|
1
|
0%
|
Reduced
|
|
|
3009
|
Confluence Investment Management
St. Louis,
Missouri
|
$360K
|
-$975
|
1
|
0.01%
|
Reduced
|
|
|
3010
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$356K
|
-$26.3K
|
1
|
0.24%
|
Reduced
|
|
|
3011
|
Raub Brock Capital Management
Larkspur,
California
|
$356K
|
+$136K
|
1
|
0.07%
|
Increased
|
|
|
3012
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$355K
|
+$53.8K
|
1
|
0.86%
|
Increased
|
|
|
3013
|
Brookmont Capital Management
Dallas,
Texas
|
$354K
|
-$2.73K
|
1
|
0.21%
|
Reduced
|
|
|
3014
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$354K
|
-$77.8K
|
1
|
0.27%
|
Reduced
|
|
|
3015
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$350K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
3016
|
Wakefield Asset Management
Englewood,
Colorado
|
$349K
|
-$182K
|
1
|
0.14%
|
Reduced
|
|
|
3017
|
Compass Capital Management
Minneapolis,
Minnesota
|
$347K
|
-$10.9K
|
1
|
0.04%
|
Reduced
|
|
|
3018
|
Coyle Financial Counsel
Glenview,
Illinois
|
$346K
|
+$341K
|
1
|
0.31%
|
New
|
|
|
3019
|
Wealthcare Capital Management
Richmond,
Virginia
|
$346K
|
+$13.6K
|
1
|
0.05%
|
Increased
|
|
|
3020
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$346K
|
$0
|
1
|
2.67%
|
Maintained
|
|
|
3021
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$343K
|
+$29.8K
|
1
|
0.06%
|
Increased
|
|
|
3022
|
Zebra Capital Management
Stamford,
Connecticut
|
$343K
|
-$57.7K
|
1
|
0.18%
|
Reduced
|
|
|
3023
|
Balentine LLC
Atlanta,
Georgia
|
$341K
|
+$29.8K
|
1
|
0.02%
|
Increased
|
|
|
3024
|
Riverstone Advisors
New Braunfels,
Texas
|
$336K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
3025
|
FNY Investment Advisers
New York
|
$333K
|
-$216K
|
2
|
0.1%
|
Reduced
|
|