| 2025 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $831,055 | view original ↗ |
| 2025 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $331,445 | view original ↗ |
| 2025 | RUTH AND JO STONE FOUNDATION | Investment Mgmt |
TAMPA, FL | $324,302 | view original ↗ |
| 2025 | KENDRICK B MELROSE FAMILY FOUNDATION | Investment management |
Minneapolis, MN | $321,101 | view original ↗ |
| 2025 | NITEHAWK CHARITABLE TR UDD JANUARY 4 2022 | INVESTMENT AND GRANT ADMIN FEES |
LAS VEGAS, NV | $83,442 | view original ↗ |
| 2025 | CALLAHAN DEE FAMILY FOUNDATION | Investment Mgmt |
HENDERSON, NY | $79,202 | view original ↗ |
| 2025 | BEAVERDALE FOUNDATION TR 040800 | INVESTMENT MANAGEMENT |
HENDERSON, NV | $70,549 | view original ↗ |
| 2025 | MARY LOUISE DOBSON FOUNDATION | Investment Manager |
Saint Louis, MO | $61,925 | view original ↗ |
| 2025 | SIA FOUNDATION INC | Investment Management |
Chicago, IL | $61,567 | view original ↗ |
| 2025 | ROSEY GRIER GIANT STEP FOUNDATION | INVESTMENT MANAGEMENT |
HENDERSON, NV | $60,087 | view original ↗ |
| 2025 | DELTA AIR LINES FOUNDATION | INVESTMENT MGMT FEES |
SIOUX FALLS, SD | $55,896 | view original ↗ |
| 2025 | SEEDING THE FUTURE FOUNDATION | Investment Mgmt |
SIOUX FALLS, SD | $55,539 | view original ↗ |
| 2025 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $0 | view original ↗ |
| 2024 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,560,362 | view original ↗ |
| 2024 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $1,042,523 | view original ↗ |
| 2024 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $769,573 | view original ↗ |
| 2024 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $483,767 | view original ↗ |
| 2024 | NORTHEAST OHIO HOSPICE INC | Med Hlth Care Pymts |
Denver, CO | $325,248 | view original ↗ |
| 2024 | RUTH AND JO STONE FOUNDATION | Investment mgmt |
TAMPA, FL | $314,774 | view original ↗ |
| 2024 | BEN B CHENEY FOUNDATION INC | INVESTMENT MANAGEMENT |
TACOMA, WA | $306,849 | view original ↗ |
| 2024 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $300,075 | view original ↗ |
| 2024 | WOOD-CLAEYSSENS FOUNDATION | INVESTMENT MANAGEMENT FEES |
LAS VEGAS, NV | $267,853 | view original ↗ |
| 2024 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $231,418 | view original ↗ |
| 2024 | KENDRICK B MELROSE FAMILY FOUNDATION | Investment management |
Minneapolis, MN | $227,309 | view original ↗ |
| 2024 | MOREY FOUNDATION | INVESTMENT |
MINNEAPOLIS, MN | $182,287 | view original ↗ |
| 2024 | JOHN A AND MARGARET POST FOUNDATION INC | INVESTMENT MANAGEMENT |
WINSTON SALEM, NC | $178,328 | view original ↗ |
| 2024 | CHARLESTON EDUCATIONAL EXCELLENCE FINANCING CORPORATION | UNDERWRITER |
CHARLOTTE, NC | $158,691 | view original ↗ |
| 2024 | NEW HOPE HOUSING INC | Financial services |
Phoenix, AZ | $148,824 | view original ↗ |
| 2024 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
SIOUX FALLS, SD | $147,333 | view original ↗ |
| 2024 | NONNAS GARDEN A PRIVATE FOUNDATION | INVESTMENT MANAGEMENT |
RED BANK, NJ | $146,815 | view original ↗ |
| 2024 | JEDEC SOLID STATE TECHNOLOGY ASSOCIATION | INVESTMENT MANAGEMENT |
SAN FRANCISCO, CA | $124,159 | view original ↗ |
| 2024 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $111,867 | view original ↗ |
| 2024 | BERGES FAMILY FOUNDATION | CONSULTING |
ST LOUIS, MO | $107,840 | view original ↗ |
| 2024 | THE LEONARD AND SOPHIE DAVIS FUND | INVESTMENT ADVISORS |
LAS VEGAS, NV | $97,153 | view original ↗ |
| 2024 | PAZ FAMILY FOUNDATION | INVESTMENT AND GRANT MANAGEMENT |
ST LOUIS, MO | $96,003 | view original ↗ |
| 2024 | HOVEIDA FAMILY FOUNDATION | INVESTMENT MANAGEMENT SERVICES |
WAYZATA, MN | $95,039 | view original ↗ |
| 2024 | TEW FOUNDATION | INVESTMENT MANAGEMENT |
SIOUX FALLS, SD | $92,856 | view original ↗ |
| 2024 | ESTONIAN STUDENTS FUND IN U S A INC | Investment Managment |
Henderson, NV | $92,744 | view original ↗ |
| 2024 | THE JENNINGS FAMILY FOUNDATION | Investment Management |
Minneapolis, MN | $91,154 | view original ↗ |
| 2024 | WILLIAM G IRWIN CHARITY FOUNDATION | ASSET CUSTODIAN |
SAN FRANCISCO, CA | $87,390 | view original ↗ |
| 2024 | MATILDA R WILSON FUND | INVESTMENT ADVISORY |
SAINT LOUIS, MO | $84,026 | view original ↗ |
| 2024 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $83,133 | view original ↗ |
| 2024 | NITEHAWK CHARITABLE TR UDD JANUARY 4 2022 | INVESTMENT AND GRANT ADMIN FEES |
LAS VEGAS, NV | $80,406 | view original ↗ |
| 2024 | CLARK-WINCHCOLE FOUNDATION | INVESTMENT SERVICES |
SIOUX FALLS, SD | $76,045 | view original ↗ |
| 2024 | CALLAHAN DEE FAMILY FOUNDATION | Investment Mgmt |
HENDERSON, NY | $73,699 | view original ↗ |
| 2024 | BEAVERDALE FOUNDATION TR 040800 | INVESTMENT MANAGEMENT |
HENDERSON, NV | $67,524 | view original ↗ |
| 2024 | JACK YANOFF FAMILY FOUNDATION | Investment MGMT |
CORTE MADERA, CA | $63,278 | view original ↗ |
| 2024 | SIA FOUNDATION INC | Investment Management |
Chicago, IL | $62,622 | view original ↗ |
| 2024 | ALBERINI FAMILY FUND | INVESTMENT MANAGEMENT FEES |
LOS ANGELES, CA | $61,863 | view original ↗ |
| 2024 | ROSEY GRIER GIANT STEP FOUNDATION | INVESTMENT MANAGEMENT |
HENDERSON, NV | $59,649 | view original ↗ |
| 2024 | MARY LOUISE DOBSON FOUNDATION | Investment Manager |
Saint Louis, MO | $58,088 | view original ↗ |
| 2024 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $57,919 | view original ↗ |
| 2024 | SEEDING THE FUTURE FOUNDATION | Investment Mgmt |
HENDERSON, NV | $55,186 | view original ↗ |
| 2024 | ROBINSON FOUNDATION | Investment Mgmt |
SANTA BARBARA, CA | $51,899 | view original ↗ |
| 2024 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $0 | view original ↗ |
| 2024 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | - | view original ↗ |
| 2023 | GIRL SCOUTS NORTH CAROLINA COASTAL PINES INC | CREDIT CARD PAYMENTS |
SALT LAKE CITY, UT | $1,385,336 | view original ↗ |
| 2023 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,219,637 | view original ↗ |
| 2023 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $901,962 | view original ↗ |
| 2023 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $667,151 | view original ↗ |
| 2023 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $464,474 | view original ↗ |
| 2023 | ANSCHUTZ FOUNDATION | INVESTMENT ADVISOR |
SAN FRANCISCO, CA | $365,648 | view original ↗ |
| 2023 | CHARLESTON EDUCATIONAL EXCELLENCE FINANCING CORPORATION | UNDERWRITER |
CHARLOTTE, NC | $270,163 | view original ↗ |
| 2023 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $261,496 | view original ↗ |
| 2023 | RUTH AND JO STONE FOUNDATION | Investment Mgmt |
TAMPA, FL | $260,613 | view original ↗ |
| 2023 | WOOD-CLAEYSSENS FOUNDATION | INVESTMENT MANAGEMENT FEES |
LAS VEGAS, NV | $246,962 | view original ↗ |
| 2023 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $217,885 | view original ↗ |
| 2023 | CHMC OTOLARYNGOLOGIC FOUNDATION INC | Investment advisors |
Norwell, MA | $204,472 | view original ↗ |
| 2023 | KENDRICK B MELROSE FAMILY FOUNDATION | Investment management |
Minneapolis, MN | $189,672 | view original ↗ |
| 2023 | MOREY FOUNDATION | INVESTMENT |
MINNEAPOLIS, MN | $180,267 | view original ↗ |
| 2023 | JOHN A AND MARGARET POST FOUNDATION INC | INVESTMENT MANAGEMENT |
WINSTON SALEM, NC | $146,600 | view original ↗ |
| 2023 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment mgmt |
HENDERSON, NV | $136,726 | view original ↗ |
| 2023 | BEN B CHENEY FOUNDATION INC | INVESTMENT MANAGEMENT |
TACOMA, WA | $122,693 | view original ↗ |
| 2023 | NONNAS GARDEN A PRIVATE FOUNDATION | INVESTMENT MANAGEMENT |
RED BANK, NJ | $120,227 | view original ↗ |
| 2023 | JEDEC SOLID STATE TECHNOLOGY ASSOCIATION | INVESTMENT MANAGEMENT |
SAN FRANCISCO, CA | $107,582 | view original ↗ |
| 2023 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $105,874 | view original ↗ |
| 2023 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $105,874 | view original ↗ |
| 2023 | HOVEIDA FAMILY FOUNDATION | INVESTMENT MANAGEMENT SERVICES |
WAYZATA, MN | $95,264 | view original ↗ |
| 2023 | THE LEONARD AND SOPHIE DAVIS FUND | INVESTMENT ADVISORS |
LAS VEGAS, NV | $95,103 | view original ↗ |
| 2023 | ESTONIAN STUDENTS FUND IN U S A INC | Investment Managment |
Henderson, NV | $89,816 | view original ↗ |
| 2023 | PAZ FAMILY FOUNDATION | INVESTMENT AND GRANT MANAGEMENT |
ST LOUIS, MO | $89,604 | view original ↗ |
| 2023 | WILLIAM G IRWIN CHARITY FOUNDATION | ASSET CUSTODIAN |
SAN FRANCISCO, CA | $85,343 | view original ↗ |
| 2023 | BERGES FAMILY FOUNDATION | ADVISORY |
ST LOUIS, MO | $84,864 | view original ↗ |
| 2023 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $82,569 | view original ↗ |
| 2023 | NITEHAWK CHARITABLE TR UDD JANUARY 4 2022 | INVESTMENT AND GRANT ADMIN FEES |
LAS VEGAS, NV | $74,935 | view original ↗ |
| 2023 | CLARK-WINCHCOLE FOUNDATION | INVESTMENT SERVICES |
SIOUX FALLS, SD | $73,103 | view original ↗ |
| 2023 | THE JENNINGS FAMILY FOUNDATION | Investment Management |
Minneapolis, MN | $71,597 | view original ↗ |
| 2023 | CALLAHAN DEE FAMILY FOUNDATION | Investment Mgmt |
HENDERSON, NY | $70,024 | view original ↗ |
| 2023 | POWER FOUNDATION INC | INVESTMENT MANAGEMENT |
BOISE, ID | $64,146 | view original ↗ |
| 2023 | BEAVERDALE FOUNDATION TR 040800 | INVESTMENT MANAGEMENT |
HENDERSON, NV | $60,361 | view original ↗ |
| 2023 | ROSEY GRIER GIANT STEP FOUNDATION | INVESTMENT MANAGEMENT |
HENDERSON, NV | $58,408 | view original ↗ |
| 2023 | SIA FOUNDATION INC | Investment Management |
Chicago, IL | $57,489 | view original ↗ |
| 2023 | JACK YANOFF FAMILY FOUNDATION | Investment MGMT |
CORTE MADERA, CA | $56,186 | view original ↗ |
| 2023 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $55,517 | view original ↗ |
| 2023 | SEEDING THE FUTURE FOUNDATION | Investment Mgmt |
HENDERSON, NV | $52,329 | view original ↗ |
| 2023 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $16,149 | view original ↗ |
| 2023 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $0 | view original ↗ |
| 2023 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | - | view original ↗ |
| 2022 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,285,267 | view original ↗ |
| 2022 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $777,264 | view original ↗ |
| 2022 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $719,394 | view original ↗ |
| 2022 | ANSCHUTZ FOUNDATION | INVESTMENT ADVISOR |
SAN FRANCISCO, CA | $540,736 | view original ↗ |
| 2022 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $501,920 | view original ↗ |
| 2022 | CHARLOTTE PREPARATORY SCHOOL INC | |
| $488,884 | view original ↗ |
| 2022 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $288,550 | view original ↗ |
| 2022 | RUTH AND JO STONE FOUNDATION | Investment Mgmt |
TAMPA, FL | $274,038 | view original ↗ |
| 2022 | WOOD-CLAEYSSENS FOUNDATION | INVESTMENT MANAGEMENT FEES |
LAS VEGAS, NV | $205,363 | view original ↗ |
| 2022 | MOREY FOUNDATION | INVESTMENT |
MINNEAPOLIS, MN | $184,536 | view original ↗ |
| 2022 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $172,676 | view original ↗ |
| 2022 | HEALTHWELL FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $157,603 | view original ↗ |
| 2022 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
HENDERSON, NV | $156,065 | view original ↗ |
| 2022 | JOHN A AND MARGARET POST FOUNDATION INC | MGMT FEES |
WINSTON SALEM, NC | $142,037 | view original ↗ |
| 2022 | CHMC OTOLARYNGOLOGIC FOUNDATION INC | Investment advisors |
Norwell, MA | $123,717 | view original ↗ |
| 2022 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $112,986 | view original ↗ |
| 2022 | BEN B CHENEY FOUNDATION INC | INVESTMENT MANAGEMENT |
TACOMA, WA | $112,476 | view original ↗ |
| 2022 | JEDEC SOLID STATE TECHNOLOGY ASSOCIATION | INVESTMENT MANAGEMENT |
SAN FRANCISCO, CA | $108,800 | view original ↗ |
| 2022 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $106,354 | view original ↗ |
| 2022 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $102,257 | view original ↗ |
| 2022 | THE LEONARD AND SOPHIE DAVIS FUND | INVESTMENT ADVISORS |
LAS VEGAS, NV | $95,698 | view original ↗ |
| 2022 | HOVEIDA FAMILY FOUNDATION | INVESTMENT MANAGEMENT SERVICES |
WAYZATA, MN | $94,730 | view original ↗ |
| 2022 | WILLIAM G IRWIN CHARITY FOUNDATION | ASSET CUSTODIAN |
SAN FRANCISCO, CA | $91,600 | view original ↗ |
| 2022 | CAERUS FOUNDATION INC | PROFESSIONAL FEES |
LAS VEGAS, NV | $91,542 | view original ↗ |
| 2022 | CLARK-WINCHCOLE FOUNDATION | INVESTMENT SERVICES |
LAS VEGAS, NV | $81,399 | view original ↗ |
| 2022 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $78,601 | view original ↗ |
| 2022 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $74,379 | view original ↗ |
| 2022 | CALLAHAN DEE FAMILY FOUNDATION | INVESTMENT MGT |
HENDERSON, NV | $71,372 | view original ↗ |
| 2022 | POWER FOUNDATION INC | INVESTMENT MANAGEMENT |
BOISE, ID | $63,647 | view original ↗ |
| 2022 | SIA FOUNDATION INC | Investment Management |
Chicago, IL | $59,957 | view original ↗ |
| 2022 | ALBERINI FAMILY FUND | INVESTMENT SERVICES |
LOS ANGELES, CA | $59,598 | view original ↗ |
| 2022 | THE JENNINGS FAMILY FOUNDATION | Investment Management |
Minneapolis, MN | $59,530 | view original ↗ |
| 2022 | NITEHAWK CHARITABLE TR UDD JANUARY 4 2022 | INVESTMENT AND GRANT ADMIN FEES |
LAS VEGAS, NV | $57,120 | view original ↗ |
| 2022 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $54,979 | view original ↗ |
| 2022 | CHARLES E HAYWORTH JR FOUNDATION | MANAGEMENT FEES |
HENERSON, NV | $53,741 | view original ↗ |
| 2022 | MATILDA R WILSON FUND | INVESTMENT ADVISORY |
GROSSE POINTE FARMS, MI | $50,940 | view original ↗ |
| 2022 | COMMUNITY HEALTH CONNECTIONS FOUNDATION INC | INVESTMENT & GRANT MANAGEMENT |
HENDERSON, NV | $50,053 | view original ↗ |
| 2022 | CREDIT SUISSE AMERICAS FOUNDATION | INVESTMENT MANAGEMENT FEE |
WINSTONSALEM, NC | $24,887 | view original ↗ |
| 2022 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $17,298 | view original ↗ |
| 2022 | CHRISTOPHER M FORTE SCHOLARSHIP TR | INVESTMENT MANAGEMENT |
PITTSFIELD, MA | $1,634 | view original ↗ |
| 2022 | WOMENS INITIATIVE FOR PROGRESS | FINANCIAL ADVISOR |
NEW YORK, NY | $1,623 | view original ↗ |
| 2022 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $0 | view original ↗ |
| 2021 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,388,332 | view original ↗ |
| 2021 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $798,201 | view original ↗ |
| 2021 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $628,040 | view original ↗ |
| 2021 | TRIAD FOUNDATION INC | BANK CUST SVCS |
WINSTONSALEM, NC | $572,949 | view original ↗ |
| 2021 | TRIAD FOUNDATION INC | BANK CUST SVCS |
WINSTONSALEM, NC | $572,949 | view original ↗ |
| 2021 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $548,045 | view original ↗ |
| 2021 | ANSCHUTZ FOUNDATION | INVESTMENT ADVISOR |
SAN FRANCISCO, CA | $351,064 | view original ↗ |
| 2021 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $325,987 | view original ↗ |
| 2021 | CALVERT MARINE MUSEUM SOCIETY INC | SET UP OF ACCOUNTS AND DONATION TRANSFER |
ANNAPOLIS, MD | $315,867 | view original ↗ |
| 2021 | BEN B CHENEY FOUNDATION INC | INVESTMENT MANAGEMENT |
TACOMA, WA | $278,218 | view original ↗ |
| 2021 | RUTH AND JO STONE FOUNDATION | Investment MGMT |
TAMPA, FL | $274,252 | view original ↗ |
| 2021 | HAGGERTY FAMILY FOUNDATION | AGENT |
LAS VEGAS, NV | $214,328 | view original ↗ |
| 2021 | MOREY FOUNDATION | INVESTMENT |
MINNEAPOLIS, MN | $200,177 | view original ↗ |
| 2021 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $181,009 | view original ↗ |
| 2021 | CHMC OTOLARYNGOLOGIC FOUNDATION INC | Investment advisors |
Norwell, MA | $171,007 | view original ↗ |
| 2021 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
PHILADELPHIA, PA | $169,475 | view original ↗ |
| 2021 | JOHN A AND MARGARET POST FOUNDATION INC | MGMT FEES |
WINSTON SALEM, NC | $149,566 | view original ↗ |
| 2021 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $149,052 | view original ↗ |
| 2021 | CAERUS FOUNDATION INC | PROFESSIONAL FEES |
LAS VEGAS, NV | $144,821 | view original ↗ |
| 2021 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $134,484 | view original ↗ |
| 2021 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $127,783 | view original ↗ |
| 2021 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
CHARLOTTE, NC | $121,021 | view original ↗ |
| 2021 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $120,486 | view original ↗ |
| 2021 | SCOTT R MACKENZIE FOUNDATION INC | INVESTMENT ADVISORY |
HENDERSON, NV | $114,267 | view original ↗ |
| 2021 | JEDEC SOLID STATE TECHNOLOGY ASSOCIATION | INVESTMENT MANAGEMENT |
SAN FRANCISCO, CA | $113,092 | view original ↗ |
| 2021 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $106,259 | view original ↗ |
| 2021 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $104,711 | view original ↗ |
| 2021 | THE LEONARD AND SOPHIE DAVIS FUND | INVESTMENT ADVISORS |
LAS VEGAS, NV | $102,247 | view original ↗ |
| 2021 | WILLIAM G IRWIN CHARITY FOUNDATION | ASSET CUSTODIAN |
SAN FRANCISCO, CA | $100,075 | view original ↗ |
| 2021 | THE JENNINGS FAMILY FOUNDATION | Investment Management |
Minneapolis, MN | $89,732 | view original ↗ |
| 2021 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $74,056 | view original ↗ |
| 2021 | CLARK-WINCHCOLE FOUNDATION | INVESTMENT SERVICES |
LAS VEGAS, NV | $71,216 | view original ↗ |
| 2021 | WARDLE FAMILY FOUNDATION | INVESTMENT ADVISOR |
RADNOR, PA | $68,711 | view original ↗ |
| 2021 | BRYANT EDWARDS FOUNDATION INC | Investment Fees |
Austin, TX | $65,775 | view original ↗ |
| 2021 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $60,901 | view original ↗ |
| 2021 | MATILDA R WILSON FUND | INVESTMENT ADVISORY |
GROSSE POINTE FARMS, MI | $59,155 | view original ↗ |
| 2021 | BEVERIDGE FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT |
SAN FRANCISCO, CA | $58,712 | view original ↗ |
| 2021 | CHARLES E HAYWORTH JR FOUNDATION | MANAGEMENT FEES |
HENERSON, NV | $57,917 | view original ↗ |
| 2021 | COMMUNITY HEALTH CONNECTIONS FOUNDATION INC | INVESTMENT & GRANT MANAGEMENT |
HENDERSON, NV | $56,712 | view original ↗ |
| 2021 | SEEDING THE FUTURE FOUNDATION | Investment MGMT |
HENDERSON, NV | $55,215 | view original ↗ |
| 2021 | SPANX BY SARA BLAKELY FOUNDATION INC | INVESTMENT MANAGER |
SAN FRANCISCO, CA | $50,369 | view original ↗ |
| 2021 | CREDIT SUISSE AMERICAS FOUNDATION | INVESTMENT MANAGEMENT FEE |
WINSTONSALEM, NC | $50,038 | view original ↗ |
| 2021 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $19,466 | view original ↗ |
| 2021 | WOMENS INITIATIVE FOR PROGRESS | FINANCIAL ADVISOR |
NEW YORK, NY | $2,552 | view original ↗ |
| 2020 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,382,569 | view original ↗ |
| 2020 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $685,086 | view original ↗ |
| 2020 | ROLLIN M GERSTACKER FOUNDATION | INVEST SERVICES |
ALBANY, NY | $555,833 | view original ↗ |
| 2020 | TRIAD FOUNDATION INC | BANK CUST SVCS |
WINSTONSALEM, NC | $510,393 | view original ↗ |
| 2020 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $478,325 | view original ↗ |
| 2020 | BEN B CHENEY FOUNDATION INC | INVESTMENT MANAGEMENT |
TACOMA, WA | $250,482 | view original ↗ |
| 2020 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
CHARLOTTE, NC | $248,244 | view original ↗ |
| 2020 | ELSA U PARDEE FOUNDATION | INVEST. SERVICE |
ALBANY, NY | $232,122 | view original ↗ |
| 2020 | CHMC OTOLARYNGOLOGIC FOUNDATION INC | Investment advisors |
Norwell, MA | $210,985 | view original ↗ |
| 2020 | ANSCHUTZ FOUNDATION | INVESTMENT ADVISOR |
SAN FRANCISCO, CA | $206,250 | view original ↗ |
| 2020 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $190,575 | view original ↗ |
| 2020 | MOREY FOUNDATION | INVESTMENT |
MINNEAPOLIS, MN | $186,336 | view original ↗ |
| 2020 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $163,875 | view original ↗ |
| 2020 | SPANX BY SARA BLAKELY FOUNDATION INC | INVESTMENT MANAGER |
SAN FRANCISCO, CA | $148,586 | view original ↗ |
| 2020 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment mgmt |
HENDERSON, NV | $139,914 | view original ↗ |
| 2020 | RUTH AND JO STONE FOUNDATION | Investment Mgmt |
TAMPA, FL | $137,168 | view original ↗ |
| 2020 | JOHN A AND MARGARET POST FOUNDATION INC | MGMT FEES |
WINSTON SALEM, NC | $119,067 | view original ↗ |
| 2020 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $116,004 | view original ↗ |
| 2020 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $107,994 | view original ↗ |
| 2020 | THE GIFT OF HOPE FOUNDATION INC | INVESTMENT MANAGEMENT |
HENDERSON, NV | $103,251 | view original ↗ |
| 2020 | CONRU FOUNDATION | INVESTMENT MANAGEMENT |
PALO ALTO, CA | $101,551 | view original ↗ |
| 2020 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $96,179 | view original ↗ |
| 2020 | THE JENNINGS FAMILY FOUNDATION | Investment Management |
Minneapolis, MN | $92,406 | view original ↗ |
| 2020 | THE GAUDIO FAMILY FOUNDATION | INVESTMENT MANAGEMENT |
WINSTONSALEM, NC | $89,530 | view original ↗ |
| 2020 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $86,096 | view original ↗ |
| 2020 | WILLIAM G IRWIN CHARITY FOUNDATION | ASSET CUSTODIAN |
SAN FRANCISCO, CA | $85,922 | view original ↗ |
| 2020 | STOLTE FAMILY FOUNDATION | FINANCIAL |
SAN FRANCISCO, CA | $76,550 | view original ↗ |
| 2020 | BRYANT EDWARDS FOUNDATION INC | Investment Fees |
Austin, TX | $74,462 | view original ↗ |
| 2020 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $69,675 | view original ↗ |
| 2020 | CREDIT SUISSE AMERICAS FOUNDATION | INVESTMENT MANAGEMENT FEE |
WINSTONSALEM, NC | $63,941 | view original ↗ |
| 2020 | SCOTT R MACKENZIE FOUNDATION INC | INVESTMENT ADVISORY |
HENDERSON, NV | $60,224 | view original ↗ |
| 2020 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $58,405 | view original ↗ |
| 2020 | WARDLE FAMILY FOUNDATION | INVESTMENT ADVISOR |
RADNOR, PA | $55,873 | view original ↗ |
| 2020 | MATILDA R WILSON FUND | INVESTMENT ADVISORY |
GROSSE POINTE FARMS, MI | $50,693 | view original ↗ |
| 2020 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $17,016 | view original ↗ |
| 2020 | WOMENS INITIATIVE FOR PROGRESS | FIANCIAL ADVISOR |
NEW YORK, NY | $1,634 | view original ↗ |
| 2020 | HAGGERTY FAMILY FOUNDATION | AGENT |
LAS VEGAS, NV | $0 | view original ↗ |
| 2019 | UNIVERSITY OF MASSACHUSETTS GLOBAL | Banking Services |
SAN FRANCISCO, CA | $8,904,580 | view original ↗ |
| 2019 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,309,609 | view original ↗ |
| 2019 | NEW MEXICO BOYS & GIRLS RANCHES | CREDIT CARD |
MINNEAPOLIS, MN | $572,070 | view original ↗ |
| 2019 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $510,268 | view original ↗ |
| 2019 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $477,746 | view original ↗ |
| 2019 | TRIAD FOUNDATION INC | BANK CUST SVCS |
WINSTONSALEM, NC | $419,456 | view original ↗ |
| 2019 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $182,760 | view original ↗ |
| 2019 | CORIO FOUNDATION | INVESTMENT MANAGEMENT |
HENDERSON, NV | $168,601 | view original ↗ |
| 2019 | CORIO FOUNDATION | INVESTMENT MANAGEMENT |
HENDERSON, NV | $168,601 | view original ↗ |
| 2019 | A J FLETCHER FOUNDATION | INVESTMENT FEES |
RALEIGH, NC | $167,457 | view original ↗ |
| 2019 | CHMC OTOLARYNGOLOGIC FOUNDATION INC | Investment advisors |
Boston, MA | $155,695 | view original ↗ |
| 2019 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
CHARLOTTE, NC | $153,738 | view original ↗ |
| 2019 | CAERUS FOUNDATION INC | INVESTMENT MGMT |
CHICAGO, IL | $145,998 | view original ↗ |
| 2019 | DEBORAH HOSPITAL FOUNDATION | FINANCIAL |
SAN FRANSICO, CA | $142,098 | view original ↗ |
| 2019 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
HENDERSON, NV | $133,124 | view original ↗ |
| 2019 | SPANX BY SARA BLAKELY FOUNDATION INC | INVESTMENT MANAGER |
SAN FRANCISCO, CA | $130,458 | view original ↗ |
| 2019 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $112,713 | view original ↗ |
| 2019 | CONRU FOUNDATION | INVESTMENT MANAGEMENT |
PALO ALTO, CA | $108,446 | view original ↗ |
| 2019 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $105,888 | view original ↗ |
| 2019 | INTERNATIONAL SCHOOL OF INDIANA INC | BANKING SERVICES |
INDIANAPOLIS, IN | $100,169 | view original ↗ |
| 2019 | THE GIFT OF HOPE FOUNDATION INC | Investment mgmt |
HENDERSON, NV | $97,427 | view original ↗ |
| 2019 | THE LEONARD AND SOPHIE DAVIS FUND | INVESTMENT ADVISORS |
LONG BEACH, CA | $96,068 | view original ↗ |
| 2019 | OECHSLE FAMILY FOUNDATION INC | Investment MGMT |
HENDERSON, NV | $93,870 | view original ↗ |
| 2019 | LIVING LEGACY FOUNDATION | Investment mgmt |
IRVINE, CA | $92,486 | view original ↗ |
| 2019 | ARCTIC EDUCATION FOUNDATION | INVESTMENT MGMT SVCS |
ANCHORAGE, AK | $92,218 | view original ↗ |
| 2019 | CREDIT SUISSE AMERICAS FOUNDATION | INVESTMENT MANAGEMENT FEE |
WINSTONSALEM, NC | $80,901 | view original ↗ |
| 2019 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $78,459 | view original ↗ |
| 2019 | THE SAM MAZZA FOUNDATION | Asset Management |
San Francisco, CA | $74,931 | view original ↗ |
| 2019 | THE GAUDIO FAMILY FOUNDATION | INVESTMENT MANGEMENT |
WINSTONSALEM, NC | $72,553 | view original ↗ |
| 2019 | WARDLE FAMILY FOUNDATION | INVESTMENT ADVISOR |
RADNOR, PA | $69,161 | view original ↗ |
| 2019 | TREACY COMPANY | Investment advisor |
Las Vegas, NV | $68,865 | view original ↗ |
| 2019 | BRYANT EDWARDS FOUNDATION INC | Investment Fees |
Austin, TX | $64,656 | view original ↗ |
| 2019 | MICHAEL J KOSLOSKI FOUNDATION | INVESTMENT MANAGEMENT |
PHILADELPHIA, PA | $58,470 | view original ↗ |
| 2019 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $57,166 | view original ↗ |
| 2019 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $54,901 | view original ↗ |
| 2019 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $18,490 | view original ↗ |
| 2018 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,363,045 | view original ↗ |
| 2018 | ROCKY MOUNTAIN ELK FOUNDATION INC | MERCHANT & BANK SERV |
SAN FRANCISCO, CA | $568,696 | view original ↗ |
| 2018 | HENDERSON-WESSENDORFF FOUNDATION | BANK & INVESTMENT FEES |
HENDERSON, NV | $509,426 | view original ↗ |
| 2018 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $499,168 | view original ↗ |
| 2018 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
CHARLOTTE, NC | $471,798 | view original ↗ |
| 2018 | NEW MEXICO BOYS & GIRLS RANCHES | CREDIT CARD |
MINNEAPOLIS, MN | $336,360 | view original ↗ |
| 2018 | COASTAL HEALTH SYSTEMS OF BREVARD INC | MORTGAGE |
CHARLOTTE, NC | $248,534 | view original ↗ |
| 2018 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $180,047 | view original ↗ |
| 2018 | MARIAM AND ROBERT HAYES CHARITABLE TR | 0 |
CONCORD, NC | $167,640 | view original ↗ |
| 2018 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $113,003 | view original ↗ |
| 2018 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $106,414 | view original ↗ |
| 2018 | LIVING LEGACY FOUNDATION | Investment Mgmt |
IRVINE, CA | $90,654 | view original ↗ |
| 2018 | THE GIFT OF HOPE FOUNDATION INC | Investment mgmt |
HENDERSON, NV | $89,257 | view original ↗ |
| 2018 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $78,750 | view original ↗ |
| 2018 | THE SAM MAZZA FOUNDATION | Asset Management |
San Francisco, CA | $76,386 | view original ↗ |
| 2018 | TREACY COMPANY | Investment advisor |
Las Vegas, NV | $68,294 | view original ↗ |
| 2018 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $55,974 | view original ↗ |
| 2018 | DEMOS FAMILY FOUNDATION | INVESTMENT ADVISORY |
HENDERSON, NV | $54,640 | view original ↗ |
| 2018 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $19,432 | view original ↗ |
| 2017 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $1,144,954 | view original ↗ |
| 2017 | HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $662,773 | view original ↗ |
| 2017 | ROCKY MOUNTAIN ELK FOUNDATION INC | MERCHANT & BANK SERV |
SAN FRANCISCO, CA | $550,211 | view original ↗ |
| 2017 | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | INVESTMENT MANAGER/TRUSTEE |
HARTFORD, CT | $500,000 | view original ↗ |
| 2017 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $487,291 | view original ↗ |
| 2017 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $173,276 | view original ↗ |
| 2017 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
CHARLOTTE, NC | $151,860 | view original ↗ |
| 2017 | PRESBYTERIAN DAY SCHOOL | APPLE LEASES |
SAN FRANCISCO, CA | $135,151 | view original ↗ |
| 2017 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
HENDERSON, NV | $110,610 | view original ↗ |
| 2017 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $110,575 | view original ↗ |
| 2017 | MAKE-A-WISH FOUNDATION INTERNATIONAL | BANKING SERVICES |
SAN FRANCISCO, CA | $109,324 | view original ↗ |
| 2017 | THE SAM MAZZA FOUNDATION | Asset Management |
San Francisco, CA | $72,450 | view original ↗ |
| 2017 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $71,423 | view original ↗ |
| 2017 | TREACY COMPANY | Investment advisor |
Henderson, NV | $65,458 | view original ↗ |
| 2017 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $57,058 | view original ↗ |
| 2017 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | - | view original ↗ |
| 2016 | BRYANT UNIVERSITY | FINANCIAL SERVICES |
SIOUX FALLS, SD | $966,251 | view original ↗ |
| 2016 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $720,513 | view original ↗ |
| 2016 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $493,800 | view original ↗ |
| 2016 | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | INVESTMENT MANAGER/TRUSTEE |
HARTFORD, CT | $396,773 | view original ↗ |
| 2016 | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | INVESTMENT MANAGER/TRUSTEE |
HARTFORD, CT | $396,773 | view original ↗ |
| 2016 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $165,875 | view original ↗ |
| 2016 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
MINNEAPOLIS, MN | $153,826 | view original ↗ |
| 2016 | MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND | INVESTMENT MANAGER |
MINNEAPOLIS, MN | $149,768 | view original ↗ |
| 2016 | TENACRE FOUNDATION | INVESTMENT MGMT |
WINSTONSALEM, NC | $146,265 | view original ↗ |
| 2016 | NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | INVESTMENT SERVICES |
PHILADELPHIA, PA | $133,732 | view original ↗ |
| 2016 | MONTCLAIR STATE UNIVERSITY FOUNDATION INC | investment advisor |
winstonsalem, NC | $112,220 | view original ↗ |
| 2016 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $106,853 | view original ↗ |
| 2016 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgmt |
LONG BEACH, CA | $104,200 | view original ↗ |
| 2016 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $99,936 | view original ↗ |
| 2016 | THE MARY ALICE FORTIN FOUNDATION | mgt of investments |
WEST PALM BEACH, FL | $95,153 | view original ↗ |
| 2016 | THE SAM MAZZA FOUNDATION | Asset Management |
San Francisco, CA | $79,148 | view original ↗ |
| 2016 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $63,898 | view original ↗ |
| 2016 | TREACY COMPANY | Investment advisor |
Henderson, NV | $62,322 | view original ↗ |
| 2016 | THE FURNESSVILLE FOUNDATION | INVESTMENT MANAGEMENT |
PALO ALTO, CA | $56,824 | view original ↗ |
| 2016 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $54,743 | view original ↗ |
| 2016 | CORNERSTONE FOUNDATION | INVESTMENT MANAGEMENT |
MINNEAPOLIS, MN | $51,511 | view original ↗ |
| 2016 | QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION | INVESTMENT ADVISORY |
MINNEAPOLIS, MN | $19,259 | view original ↗ |
| 2016 | EVALYN O FLORY FOUNDATION | INVESTMENT ADVISORY |
ST LOUIS, MO | $10,130 | view original ↗ |
| 2015 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $625,824 | view original ↗ |
| 2015 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $550,550 | view original ↗ |
| 2015 | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | INVESTMENT MANAGER/TRUSTEE |
HARTFORD, CT | $396,773 | view original ↗ |
| 2015 | MONTCLAIR STATE UNIVERSITY FOUNDATION INC | INVESTMENT ADVISOR |
WINSTONSALEM, NC | $185,183 | view original ↗ |
| 2015 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT AND CUSTODY |
BIRMINGHAM, MI | $175,227 | view original ↗ |
| 2015 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $161,756 | view original ↗ |
| 2015 | NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | INVESTMENT SERVICES |
PHILADELPHIA, PA | $143,393 | view original ↗ |
| 2015 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mgt |
BEVERLY HILLS, CA | $120,990 | view original ↗ |
| 2015 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
HENDERSON, NV | $109,847 | view original ↗ |
| 2015 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $103,319 | view original ↗ |
| 2015 | THE MARY ALICE FORTIN FOUNDATION | mgt of investments |
WEST PALM BEACH, FL | $91,166 | view original ↗ |
| 2015 | THE SAM MAZZA FOUNDATION | Asset Management |
San Francisco, CA | $84,068 | view original ↗ |
| 2015 | JANE AND JACK FITZPATRICK TR | INVESTMENT MGMT |
PITTSFIELD, MA | $64,818 | view original ↗ |
| 2015 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $63,088 | view original ↗ |
| 2015 | TREACY COMPANY | Investment advisor |
Henderson, NV | $62,395 | view original ↗ |
| 2015 | SPENCER F AND CLEONE P ECCLES FAMILY FOUNDATION | INVESTMENT MANAGEMENT |
SALT LAKE CITY, UT | $61,924 | view original ↗ |
| 2015 | PATTERSON DENTAL FOUNDATION | INVESTMENT MANAGEMENT |
MINNEAPOLIS, MN | $50,257 | view original ↗ |
| 2015 | EVALYN O FLORY FOUNDATION | INVESTMENT ADVISORY |
ST LOUIS, MO | $10,634 | view original ↗ |
| 2014 | HHCS INC | HOME CARE SERVICES |
Mclean, VA | $1,899,339 | view original ↗ |
| 2014 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $698,913 | view original ↗ |
| 2014 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $575,078 | view original ↗ |
| 2014 | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | INVESTMENT MANAGER/TRUSTEE |
HARTFORD, CT | $445,370 | view original ↗ |
| 2014 | THE COLLEGE OF SAINT ROSE | LOC FEES/CREDIT |
NEW YORK, NY | $401,991 | view original ↗ |
| 2014 | CHRIST SCHOOL INC | CREDIT CARD |
ARDEN, NC | $390,707 | view original ↗ |
| 2014 | NORTHEAST TREATMENT CENTERS INC | TEMPORARY STAFFING |
CHARLOTTE, NC | $312,458 | view original ↗ |
| 2014 | THOMAS M COOLEY LAW SCHOOL | FINANCING & LEGAL FEES |
CHARLOTTE, NC | $237,179 | view original ↗ |
| 2014 | MONTCLAIR STATE UNIVERSITY FOUNDATION INC | INVESTMENT ADVISOR |
WINSTONSALEM, NC | $181,891 | view original ↗ |
| 2014 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Investment Mngmt |
BEVERLY HILLS, CA | $175,759 | view original ↗ |
| 2014 | SKYWORDS FAMILY FOUNDATION INC A NEW CORPORATION | Investment Mgmt |
San Francisco, CA | $154,295 | view original ↗ |
| 2014 | CRYSTAL RUN VILLAGE INC | BROKERAGE FEES |
PHILADELPHIA, PA | $133,375 | view original ↗ |
| 2014 | APPALACHIAN STATE UNIVERSITY FOUNDATION INC | FINANCIAL MANAGEMENT |
WINSTONSALEM, NC | $130,566 | view original ↗ |
| 2014 | NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | INVESTMENT SERVICES |
PHILADELPHIA, PA | $116,187 | view original ↗ |
| 2014 | SANTA FE EMPLOYES HOSPITAL ASSOCIATION COAST LINES | INVESTMENT |
LONG BEACH, CA | $103,696 | view original ↗ |
| 2014 | THE MARY ALICE FORTIN FOUNDATION | mgt of investments |
WEST PALM BEACH, FL | $86,573 | view original ↗ |
| 2014 | TREACY COMPANY | Investment advisor |
Henderson, NV | $61,213 | view original ↗ |
| 2014 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI, OH | $59,418 | view original ↗ |
| 2014 | EVALYN O FLORY FOUNDATION | INVESTMENT ADVISORY |
ST LOUIS, MO | $10,649 | view original ↗ |
| 2013 | HHCS INC | HOME CARE SERVICES |
| $1,884,212 | view original ↗ |
| 2013 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
| $744,331 | view original ↗ |
| 2013 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
| $557,048 | view original ↗ |
| 2013 | CHRIST SCHOOL INC | CREDIT CARD |
| $316,562 | view original ↗ |
| 2013 | LONG BEACH STATE FOUNDATION | INVESTMENT MANAGEMENT SERVICES |
| $208,277 | view original ↗ |
| 2013 | VIRGINIA EPISCOPAL SCHOOL | FINANCIAL SERVICES |
| $181,227 | view original ↗ |
| 2013 | FRANK MCHUGH-ODONOVAN FOUNDATION INC | Inv Management |
BEVERLY HILLS | $136,027 | view original ↗ |
| 2013 | NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | INVESTMENT SERVICES |
| $112,763 | view original ↗ |
| 2013 | DAUGHTERS OF THE NILE FOUNDATION | INVESTMENT MGMT |
| $103,805 | view original ↗ |
| 2013 | MAYBELLE CLARK MACDONALD FUND | INVESTMENT ADVISORY |
PORTLAND | $68,268 | view original ↗ |
| 2013 | TREACY COMPANY | Investment advisor |
Henderson | $57,949 | view original ↗ |
| 2013 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR |
CINCINNATI | $50,951 | view original ↗ |
| 2013 | W BRADFORD INGALLS CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT |
SAN FRANCISCO | $32,879 | view original ↗ |
| 2013 | ARTHUR GRIFFIN FOUNDATION FOR WINCHESTER | INVESTMENT |
BOSTON | $4,772 | view original ↗ |
| 2012 | HHCS INC | HOME CARE SERVICES |
MCLEAN, VA | $1,793,428 | view original ↗ |
| 2012 | WELFARE BENEFITS FUNDING PLAN FOR EMPLOYEES OF TEMPLE UNIVERSITY | INVESTMENT FEES |
PHILADELPHIA, PA | $779,622 | view original ↗ |
| 2012 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $469,238 | view original ↗ |
| 2012 | PRIMARY CHILDREN'S MEDICAL CENTER FOUNDATION | INVESTMENT MGT |
SALT LAKE CITY, UT | $345,347 | view original ↗ |
| 2012 | VIRGINIA EPISCOPAL SCHOOL | FINANCIAL SERVICES |
WINSTONSALEM, NC | $194,972 | view original ↗ |
| 2012 | PANHANDLE-PLAINS HIGHER EDUCATION FOUNDATION | AGENT/TRUST FEE |
MINNEAPOLIS, MN | $149,520 | view original ↗ |
| 2011 | Fayette Memorial Hospital Association | WHOLESALE LOCKBOX PROVIDER |
INDIANAPOLIS, IN | $793,493 | view original ↗ |
| 2011 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $537,636 | view original ↗ |
| 2011 | LAGRANGE COLLEGE | INTEREST ON SWAP TRANSACTION |
CHARLOTTE, NC | $528,023 | view original ↗ |
| 2011 | NORTH AMERICAN BAPTIST HOME | FINANCE |
PHILADELPHIA, PA | $395,242 | view original ↗ |
| 2011 | PRIMARY CHILDREN'S MEDICAL CENTER FOUNDATION | INVESTMENT MGT |
SALT LAKE CITY, UT | $344,678 | view original ↗ |
| 2011 | FAITH BAPTIST BIBLE COLLEGE | Credit card payments |
CAROL STREAM, LA | $242,340 | view original ↗ |
| 2011 | PANHANDLE-PLAINS HIGHER EDUCATION FOUNDATION | AGENT/TRUST FEE |
MINNEAPOLIS, MN | $214,967 | view original ↗ |
| 2011 | VIRGINIA EPISCOPAL SCHOOL | FINANCIAL SERVICES |
WINSTONSALEM, NC | $185,653 | view original ↗ |
| 2010 | MINNESOTA MASONIC CHARITIES FUNDS | INVESTMENT SERVICES |
DULUTH, MN | $445,127 | view original ↗ |
| 2010 | PRIMARY CHILDREN'S MEDICAL CENTER FOUNDATION | INVESTMENT MGT |
SALT LAKE CITY, UT | $274,627 | view original ↗ |
| 2010 | PANHANDLE-PLAINS HIGHER EDUCATION FOUNDATION | AGENT/TRUST FEE |
MINNEAPOLIS, MN | $230,773 | view original ↗ |
| 2010 | FAITH BAPTIST BIBLE COLLEGE | Credit card payments |
CAROL STREAM, LA | $203,812 | view original ↗ |
| 2010 | POYNTER INSTITUTE FOR MEDIA STUDIES INC | FINANCIAL |
CHARLOTTE, NC | $149,224 | view original ↗ |
| 2009 | PANHANDLE-PLAINS HIGHER EDUCATION FOUNDATION | AGENT/TRUST FEE |
MINNEAPOLIS, MN | $389,243 | view original ↗ |