WELLS FARGO ADVISORS
- Addresses
- 111 SOUTH LINCOLN STREET, HINSDALE, IL 60521
5820 Canoga Av Ste 100, Woodland Hill, CA 91367written 2 ways in filings
5820 Canoga Av Ste 100, Woodland Hill, CA 91367
5820 CANOGA AVENUE SUITE 100, WOODLAND HILLS, CA 91367
318 FIFTH STREET, EUREKA, CA 95501
8500 NORMANDALE LAKE BLVD, BLOOMINGTON, MN 55437
2801 MARKET STREET, SAINT LOUIS, MO 63103
3020 OLD RANCH PKWY STE 190, SEAL BEACH, CA 90740
601 LAKE AVENUE STE 100, RACINE, WI 53403
9665 WILSHIRE BLVD STE 1000 10TH FL, BEVERLY HILLS, CA 90212
555 California St Ste 2300, San Francisco, CA 94104
666 WALNUT ST, DES MOINES, IA 50309
+52 more - Service
- INVESTMENT CUSTODIAN
- Total reported
- $48,422,616
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $504,791 | view original ↗ |
| 2025 | LUKIS FOUNDATION | INVESTMENT MANAGEMENT | MINNEAPOLIS, MN | $224,247 | view original ↗ |
| 2025 | ROY & IDA EAGLE FOUNDATION | INVESTMENT ADVISORY SERVICES | SANTA BARBARA, CA | $168,457 | view original ↗ |
| 2025 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $159,161 | view original ↗ |
| 2025 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $148,556 | view original ↗ |
| 2025 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | SAINT LOUIS, MO | $122,972 | view original ↗ |
| 2025 | MASCARO FAMILY FOUNDATION | INVESTMENT MANAGEMENT | SEWICKLEY, PA | $106,567 | view original ↗ |
| 2025 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $101,509 | view original ↗ |
| 2025 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $62,501 | view original ↗ |
| 2025 | JOHN LEOPOLD WEIL AND GERALDINE RICKARD WEIL MEMORIAL CHARITABLE | INVESTMENT ADVISOR | WORCESTER, MA | $4,759 | view original ↗ |
| 2024 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $812,220 | view original ↗ |
| 2024 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION | FINANCIAL ADVISORY | SIOUX FALLS, SD | $519,194 | view original ↗ |
| 2024 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $507,475 | view original ↗ |
| 2024 | TENACRE FOUNDATION | INVESTMENT MANAGEMENT | GRAND RAPIDS, MI | $375,510 | view original ↗ |
| 2024 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $344,367 | view original ↗ |
| 2024 | LUKIS FOUNDATION | INVESTMENT MANAGEMENT | MINNEAPOLIS, MN | $213,213 | view original ↗ |
| 2024 | BARLOW GROUP | investment services | Woodland Hill, CA | $206,625 | view original ↗ |
| 2024 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $206,262 | view original ↗ |
| 2024 | ROY & IDA EAGLE FOUNDATION | INVESTMENT ADVISORY SERVICES | SANTA BARBARA, CA | $162,713 | view original ↗ |
| 2024 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND | INVESTMENT CUSTODIAN | DOYLESTOWN, PA | $155,797 | view original ↗ |
| 2024 | TERASAKI INSTITUTE FOR BIOMEDICAL INNOVATION | INVESTMENT MANAGEMENT | BEVERLY HILLS, CA | $151,730 | view original ↗ |
| 2024 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $148,886 | view original ↗ |
| 2024 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | COCONUT GROVE, FL | $143,395 | view original ↗ |
| 2024 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $143,236 | view original ↗ |
| 2024 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | SAINT LOUIS, MO | $111,446 | view original ↗ |
| 2024 | WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE | INVESTMENT ADVISORY FEE | MCLEAN, VA | $104,737 | view original ↗ |
| 2024 | PROTEUS FOUNDATION | INVESTMENT FEES | PHILADELPHIA, PA | $101,345 | view original ↗ |
| 2024 | SCHWARTZ WIEKAMP FOUNDATION | Investment MGMT | NAPERVILLE, IL | $83,737 | view original ↗ |
| 2024 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $83,343 | view original ↗ |
| 2024 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $81,169 | view original ↗ |
| 2024 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $79,479 | view original ↗ |
| 2024 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $71,693 | view original ↗ |
| 2024 | THE BOEDECKER FOUNDATION | INVESTMENT MGMT | CINCINNATI, OH | $69,241 | view original ↗ |
| 2024 | JOHN LEOPOLD WEIL AND GERALDINE RICKARD WEIL MEMORIAL CHARITABLE | INVESTMENT ADVISOR | WORCESTER, MA | $6,578 | view original ↗ |
| 2023 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $677,442 | view original ↗ |
| 2023 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $354,731 | view original ↗ |
| 2023 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $303,848 | view original ↗ |
| 2023 | BARLOW GROUP | investment services | Woodland Hill, CA | $220,391 | view original ↗ |
| 2023 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $180,214 | view original ↗ |
| 2023 | ROY & IDA EAGLE FOUNDATION | INVESTMENT ADVISORY SERVICES | SANTA BARBARA, CA | $147,689 | view original ↗ |
| 2023 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND | INVESTMENT CUSTODIAN | DOYLESTOWN, PA | $142,252 | view original ↗ |
| 2023 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND | INVESTMENT CUSTODIAN | DOYLESTOWN, PA | $142,252 | view original ↗ |
| 2023 | TERASAKI INSTITUTE FOR BIOMEDICAL INNOVATION | INVESTMENT MANAGEMENT | BEVERLY HILLS, CA | $136,936 | view original ↗ |
| 2023 | TERASAKI INSTITUTE FOR BIOMEDICAL INNOVATION | INVESTMENT MANAGEMENT | BEVERLY HILLS, CA | $136,936 | view original ↗ |
| 2023 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $132,137 | view original ↗ |
| 2023 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | COCONUT GROVE, FL | $118,239 | view original ↗ |
| 2023 | PAUL W BURLESON FOUNDATION | INVESTMENT MANAGEMENT | NAPLES, FL | $103,201 | view original ↗ |
| 2023 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $93,290 | view original ↗ |
| 2023 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $92,716 | view original ↗ |
| 2023 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | SAINT LOUIS, MO | $90,358 | view original ↗ |
| 2023 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $86,289 | view original ↗ |
| 2023 | SCHWARTZ WIEKAMP FOUNDATION | Investment MGMT | NAPERVILLE, IL | $77,426 | view original ↗ |
| 2023 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $76,172 | view original ↗ |
| 2023 | THE BOEDECKER FOUNDATION | INVESTMENT MGMT | CINCINNATI, OH | $72,829 | view original ↗ |
| 2023 | WALTER AND JEAN BOEK GLOBAL AUTOIMMUNE INSTITUTE | INVESTMENT ADVISORY FEE | MCLEAN, VA | $65,068 | view original ↗ |
| 2023 | VEALE FOUNDATION | INVESTMENT ADVISOR | HUDSON, OH | $61,156 | view original ↗ |
| 2023 | JOHN LEOPOLD WEIL AND GERALDINE RICKARD WEIL MEMORIAL CHARITABLE | INVESTMENT ADVISOR | WORCESTER, MA | $7,862 | view original ↗ |
| 2023 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $0 | view original ↗ |
| 2022 | CENTER FOR FAMILY SERVICES INC | FINANCIAL SERVICES | ST LOUIS, MO | $1,000,000 | view original ↗ |
| 2022 | CENTER FOR FAMILY SERVICES INC | FINANCIAL SERVICES | ST LOUIS, MO | $1,000,000 | view original ↗ |
| 2022 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $587,019 | view original ↗ |
| 2022 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $469,162 | view original ↗ |
| 2022 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $296,595 | view original ↗ |
| 2022 | BARLOW GROUP | investment services | Woodland Hill, CA | $233,459 | view original ↗ |
| 2022 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $158,314 | view original ↗ |
| 2022 | ROY & IDA EAGLE FOUNDATION | INVESTMENT ADVISORY SERVICES | SANTA BARBARA, CA | $156,466 | view original ↗ |
| 2022 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $133,897 | view original ↗ |
| 2022 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $121,792 | view original ↗ |
| 2022 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $120,379 | view original ↗ |
| 2022 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | SAINT LOUIS, MO | $109,374 | view original ↗ |
| 2022 | PAUL W BURLESON FOUNDATION | INVESTMENT MANAGEMENT | NAPLES, FL | $106,794 | view original ↗ |
| 2022 | THE BOEDECKER FOUNDATION | INVESTMENT MGMT | CINCINNATI, OH | $92,355 | view original ↗ |
| 2022 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $87,489 | view original ↗ |
| 2022 | SCHWARTZ WIEKAMP FOUNDATION | Investment Mgmt | NAPERVILLE, IL | $79,722 | view original ↗ |
| 2022 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $71,838 | view original ↗ |
| 2022 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $70,567 | view original ↗ |
| 2022 | JACK YANOFF FAMILY FOUNDATION | Investment MGMT | CORTE MADERA, CA | $59,170 | view original ↗ |
| 2022 | ARTHUR C AND ELEANOR SCHREIBER FAMILY CHARITABLE FOUNDATION | ADVISORY SERVIC | SAINT LOUIS, MO | $58,297 | view original ↗ |
| 2021 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $598,250 | view original ↗ |
| 2021 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $539,976 | view original ↗ |
| 2021 | FONDREN FOUNDATION | INVESTMENT COUN | HOUSTON, TX | $455,178 | view original ↗ |
| 2021 | BARLOW GROUP | investment services | Woodland Hill, CA | $381,389 | view original ↗ |
| 2021 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $268,741 | view original ↗ |
| 2021 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $183,633 | view original ↗ |
| 2021 | ROY & IDA EAGLE FOUNDATION | INVESTMENT ADVISORY SERVICES | SANTA BARBARA, CA | $169,361 | view original ↗ |
| 2021 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $157,063 | view original ↗ |
| 2021 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $132,539 | view original ↗ |
| 2021 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $117,345 | view original ↗ |
| 2021 | PAUL W BURLESON FOUNDATION | INVESTMENT MANAGEMENT | NAPLES, FL | $108,927 | view original ↗ |
| 2021 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $106,113 | view original ↗ |
| 2021 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | SAINT LOUIS, MO | $99,169 | view original ↗ |
| 2021 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $89,260 | view original ↗ |
| 2021 | SCHWARTZ WIEKAMP FOUNDATION | Investment MGMT | NAPPERVILLE, IL | $79,306 | view original ↗ |
| 2021 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $78,480 | view original ↗ |
| 2021 | ARTHUR C AND ELEANOR SCHREIBER FAMILY CHARITABLE FOUNDATION | ADVISORY SERVIC | SAINT LOUIS, MO | $71,120 | view original ↗ |
| 2021 | THE BOEDECKER FOUNDATION | INVESTMENT MANAGEMENT | CINCINNATI, OH | $70,345 | view original ↗ |
| 2021 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $61,885 | view original ↗ |
| 2021 | JACK YANOFF FAMILY FOUNDATION | Investment mgmt | CORTE MADERA, CA | $60,636 | view original ↗ |
| 2020 | FONDREN FOUNDATION | INVESTMENT COUN | HOUSTON, TX | $779,435 | view original ↗ |
| 2020 | BRUNCKHORST FOUNDATION | Advisory & Fin'l Mang't | Boca Raton, FL | $583,527 | view original ↗ |
| 2020 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $540,012 | view original ↗ |
| 2020 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $484,723 | view original ↗ |
| 2020 | BARLOW GROUP | investment services | Woodland Hill, CA | $388,374 | view original ↗ |
| 2020 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $223,034 | view original ↗ |
| 2020 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $151,048 | view original ↗ |
| 2020 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $139,019 | view original ↗ |
| 2020 | WESTERN KENTUCKY UNIVERSITY FOUNDATION | INVESTMENT MANAGEMENT SERVICES | BOWLING GREEN, KY | $121,314 | view original ↗ |
| 2020 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $111,714 | view original ↗ |
| 2020 | ELECTRICAL INDUSTRY SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | BROKERAGE-INVES | TROY, MI | $108,384 | view original ↗ |
| 2020 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $106,142 | view original ↗ |
| 2020 | RUTH U FERTEL FOUNDATION | Investment Managers | Richmond, VA | $100,507 | view original ↗ |
| 2020 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $100,389 | view original ↗ |
| 2020 | PAUL W BURLESON FOUNDATION | INVESTMENT MANAGEMENT | NAPLES, FL | $88,545 | view original ↗ |
| 2020 | STANLEY M HERZOG CHARITABLE FOUNDATION | Investment Advisory Servic | Springfield, MO | $84,213 | view original ↗ |
| 2020 | STANLEY M HERZOG CHARITABLE FOUNDATION | Investment Advisory Servic | Springfield, MO | $84,213 | view original ↗ |
| 2020 | JONESVILLE FOUNDATION | Investment Mgmt | Plano, TX | $84,013 | view original ↗ |
| 2020 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $74,111 | view original ↗ |
| 2020 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $62,946 | view original ↗ |
| 2020 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $58,653 | view original ↗ |
| 2020 | ARTHUR C AND ELEANOR SCHREIBER FAMILY CHARITABLE FOUNDATION | ADVISORY SERVIC | SAINT LOUIS, MO | $58,082 | view original ↗ |
| 2020 | SCHWARTZ WIEKAMP FOUNDATION | Investment MGMT | NAPERVILLE, IL | $55,749 | view original ↗ |
| 2020 | THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION | INVESTMENT ADVISOR FEES | BEVERLY HILLS, CA | $55,296 | view original ↗ |
| 2020 | RICHARD STRAVITZ FOUNDATION | Investment Advisory | Boca Raton, FL | $44,604 | view original ↗ |
| 2020 | JOSEPH J SCHOTT FOUNDATION | INVESTMENT | CINCINNATI, OH | $0 | view original ↗ |
| 2019 | FONDREN FOUNDATION | INVESTMENT COUN | HOUSTON, TX | $632,383 | view original ↗ |
| 2019 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $499,170 | view original ↗ |
| 2019 | THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION | INVESTMENT ADVISOR FEES | BEVERLY HILLS, CA | $436,854 | view original ↗ |
| 2019 | BARLOW GROUP | investment services | Woodland Hill, CA | $345,352 | view original ↗ |
| 2019 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $206,496 | view original ↗ |
| 2019 | ELECTRICAL INDUSTRY SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | BROKERAGE-INVES | TROY, MI | $180,376 | view original ↗ |
| 2019 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $173,871 | view original ↗ |
| 2019 | COMFORT FAMILY FOUNDATION | PORTFOLIO MANAGEMENT | DES MOINES, IA | $151,110 | view original ↗ |
| 2019 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $132,463 | view original ↗ |
| 2019 | STELLA S JONES FOUNDATION | INVESTMENT MANAGEMENT/ADVISORY | WOODLAND HILLS, CA | $119,147 | view original ↗ |
| 2019 | SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR | INVESTMENT ADVISOR FEES | LA JOLLA, CA | $107,275 | view original ↗ |
| 2019 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $90,121 | view original ↗ |
| 2019 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $90,081 | view original ↗ |
| 2019 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $69,551 | view original ↗ |
| 2019 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $55,794 | view original ↗ |
| 2019 | JOSEPH J SCHOTT FOUNDATION | INVESTMENT | CINCINNATI, OH | $0 | view original ↗ |
| 2018 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $465,984 | view original ↗ |
| 2018 | METHODIST CHILDRENS HOME | INVESTMENT CONSULTING | THE WOODLANDS, TX | $436,377 | view original ↗ |
| 2018 | THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION | INVESTMENT ADVISOR FEES | BEVERLY HILLS, CA | $424,517 | view original ↗ |
| 2018 | BARLOW GROUP | investment services | Woodland Hill, CA | $332,456 | view original ↗ |
| 2018 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $250,367 | view original ↗ |
| 2018 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $196,404 | view original ↗ |
| 2018 | ELECTRICAL INDUSTRY SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | BROKERAGE-INVES | TROY, MI | $184,714 | view original ↗ |
| 2018 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $134,084 | view original ↗ |
| 2018 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $101,544 | view original ↗ |
| 2018 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $72,442 | view original ↗ |
| 2018 | EDGAR AND ELSA PRINCE FOUNDATION | INVESTMENT MGMT | RADNOR, PA | $68,468 | view original ↗ |
| 2018 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $62,055 | view original ↗ |
| 2018 | JOSEPH J SCHOTT FOUNDATION | INVESTMENT | CINCINNATI, OH | $34,538 | view original ↗ |
| 2018 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $0 | view original ↗ |
| 2017 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $453,312 | view original ↗ |
| 2017 | BARLOW GROUP | investment services | Woodland Hill, CA | $324,910 | view original ↗ |
| 2017 | METHODIST CHILDRENS HOME | INVESTMENT CONSULTING | THE WOODLANDS, TX | $303,600 | view original ↗ |
| 2017 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $231,688 | view original ↗ |
| 2017 | SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | INVESTMENT ADVISOR | LA JOLLA, CA | $207,609 | view original ↗ |
| 2017 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $188,447 | view original ↗ |
| 2017 | IBEW LOCAL 18 HEALTH & WELFARE TR | INVESTMENT MANAGER | SEAL BEACH, CA | $174,590 | view original ↗ |
| 2017 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $134,084 | view original ↗ |
| 2017 | BROKEN SOUND CLUB INC | FINANCIAL SERVICES | BOCA RATON, FL | $113,388 | view original ↗ |
| 2017 | EDGAR AND ELSA PRINCE FOUNDATION | INVESTMENT MGMT | RADNOR, PA | $103,975 | view original ↗ |
| 2017 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $99,312 | view original ↗ |
| 2017 | THE LAKEVIEW FOUNDATION INC | INVESTMENT ADVISORY FEES | CEDARBURG, WI | $95,224 | view original ↗ |
| 2017 | HAROLD MCALISTER CHARITABLE FOUNDATION | INVESTMENT ADVISORY | BEVERLY HILLS, CA | $71,727 | view original ↗ |
| 2017 | ALRO STEEL FOUNDATION | INVESTMENT MANAGEMENT | JACKSON, MI | $69,568 | view original ↗ |
| 2017 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $65,500 | view original ↗ |
| 2017 | JOSEPH J SCHOTT FOUNDATION | INVESTMENT | CINCINNATI, OH | $46,209 | view original ↗ |
| 2016 | ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST | Investment and Bank | Spokane, WA | $770,572 | view original ↗ |
| 2016 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $411,710 | view original ↗ |
| 2016 | OHIO VALLEY GOODWILL INDUSTRIES REHABILITATION CENTER INC | INVESTMENT ACCOUNTS | CINCINNATI, OH | $400,000 | view original ↗ |
| 2016 | METHODIST CHILDRENS HOME | INVESTMENT CONSULTING | THE WOODLANDS, TX | $391,286 | view original ↗ |
| 2016 | BARLOW GROUP | investment services | Woodland Hill, CA | $309,318 | view original ↗ |
| 2016 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $214,646 | view original ↗ |
| 2016 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $208,684 | view original ↗ |
| 2016 | SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | INVESTMENT ADVISOR | LA JOLLA, CA | $182,324 | view original ↗ |
| 2016 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | ST LOUIS, MO | $130,492 | view original ↗ |
| 2016 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $116,818 | view original ↗ |
| 2016 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $98,774 | view original ↗ |
| 2016 | EDGAR AND ELSA PRINCE FOUNDATION | INVESTMENT MGMT | RADNOR, PA | $73,965 | view original ↗ |
| 2016 | EASTERN STAR HALL & HOME FOUNDATION INC | BROKERAGE FIRM | NEW YORK, NY | $60,855 | view original ↗ |
| 2016 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $59,130 | view original ↗ |
| 2016 | JOSEPH J SCHOTT FOUNDATION | INVESTMENT | CINCINNATI, OH | $50,050 | view original ↗ |
| 2015 | ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST | Investment and Bank | Spokane, WA | $813,156 | view original ↗ |
| 2015 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $412,931 | view original ↗ |
| 2015 | UNIVERSITY OF DUBUQUE | FINANCIAL SERVICES | DUBUQUE, IA | $371,342 | view original ↗ |
| 2015 | METHODIST CHILDRENS HOME | INVESTMENT CONSULTING | THE WOODLANDS, TX | $363,903 | view original ↗ |
| 2015 | BARLOW GROUP | investment services | Woodland Hill, CA | $283,992 | view original ↗ |
| 2015 | SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | INVESTMENT ADVISOR | LA JOLLA, CA | $235,387 | view original ↗ |
| 2015 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $205,010 | view original ↗ |
| 2015 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $199,069 | view original ↗ |
| 2015 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | ST LOUIS, MO | $157,757 | view original ↗ |
| 2015 | LONG BEACH STATE FOUNDATION | INVESTMENT MANAGEMENT SERVICES | LONG BEACH, CA | $149,206 | view original ↗ |
| 2015 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $115,648 | view original ↗ |
| 2015 | BROKEN SOUND CLUB INC | FINANCIAL CONSULTANTS | CORAL SPRINGS, FL | $110,011 | view original ↗ |
| 2015 | THE BEAVER FOUNDATION | Investment Management | San Francisco, CA | $102,134 | view original ↗ |
| 2015 | BAUGHMAN FOUNDATION | INVESTMENT MANAGER | OMAHA, NE | $97,569 | view original ↗ |
| 2015 | OLDHAM LITTLE CHURCH FOUNDATION | Investment Mgmt | St Louis, MO | $76,260 | view original ↗ |
| 2015 | EASTERN STAR HALL & HOME FOUNDATION INC | BROKERAGE FIRM | NEW YORK, NY | $67,891 | view original ↗ |
| 2015 | HERBST FOUNDATION INC | Investment advisor | San Francisco, CA | $52,891 | view original ↗ |
| 2014 | ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST | Investment fees | Spokane, WA | $817,210 | view original ↗ |
| 2014 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $422,469 | view original ↗ |
| 2014 | LONG BEACH STATE FOUNDATION | INVESTMENT MANAGEMENT SERVICES | LONG BEACH, CA | $270,480 | view original ↗ |
| 2014 | BARLOW GROUP | investment services | Woodland Hill, CA | $242,500 | view original ↗ |
| 2014 | SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | INVESTMENT ADVISOR | LA JOLLA, CA | $217,994 | view original ↗ |
| 2014 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $217,888 | view original ↗ |
| 2014 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | ST LOUIS, MO | $184,163 | view original ↗ |
| 2014 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $184,102 | view original ↗ |
| 2014 | METHODIST CHILDRENS HOME | INVESTMENT CONSULTING | THE WOODLANDS, TX | $179,502 | view original ↗ |
| 2014 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $123,192 | view original ↗ |
| 2014 | BERTHA RUSS LYTEL FOUNDATION | FUND MANAGEMENT | EUREKA, CA | $119,487 | view original ↗ |
| 2014 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $109,453 | view original ↗ |
| 2014 | SAGE FOUNDATION | INVESTMENT MGMT | Saint Louis, MO | $102,600 | view original ↗ |
| 2014 | KENNETH BANKERT FOUNDATION INC | INVESTMENT FEES | LEMOYNE, PA | $98,453 | view original ↗ |
| 2014 | EASTERN STAR HALL & HOME FOUNDATION INC | BROKERAGE FIRM | NEW YORK, NY | $84,299 | view original ↗ |
| 2014 | BAUGHMAN FOUNDATION | INVESTMENT MANAGER | OMAHA, NE | $68,887 | view original ↗ |
| 2013 | CFM FOUNDATION | INVESTMENT FEES | $436,411 | view original ↗ | |
| 2013 | BARLOW GROUP | investment services | $276,931 | view original ↗ | |
| 2013 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | $191,051 | view original ↗ | |
| 2013 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | $169,150 | view original ↗ | |
| 2013 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | $118,339 | view original ↗ | |
| 2013 | THE BEAVER FOUNDATION | INVESTMENT MANAGEMENT | SAN FRANCISCO | $104,870 | view original ↗ |
| 2013 | SAGE FOUNDATION | INVESTMENT MGMT | Saint Louis | $98,908 | view original ↗ |
| 2013 | EASTERN STAR HALL & HOME FOUNDATION INC | BROKERAGE FIRM | NEW YORK | $95,425 | view original ↗ |
| 2013 | BAUGHMAN FOUNDATION | INVESTMENT MANAGER | OMAHA | $59,652 | view original ↗ |
| 2012 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $391,673 | view original ↗ |
| 2012 | GOOD SAMARITAN HOME OF QUINCY | Investment Services | Quincy, IL | $257,796 | view original ↗ |
| 2012 | BARLOW GROUP | investment services | Woodland Hill, CA | $220,749 | view original ↗ |
| 2012 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | ST LOUIS, MO | $192,562 | view original ↗ |
| 2012 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $182,182 | view original ↗ |
| 2012 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $171,600 | view original ↗ |
| 2012 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $109,731 | view original ↗ |
| 2011 | CFM FOUNDATION | INVESTMENT FEES | HINSDALE, IL | $375,068 | view original ↗ |
| 2011 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $229,679 | view original ↗ |
| 2011 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | INVESTMENT MANAGER | ST LOUIS, MO | $183,354 | view original ↗ |
| 2011 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $170,727 | view original ↗ |
| 2011 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $158,052 | view original ↗ |
| 2011 | THE WELD TRUST | INVESTMENT MANAGEMENT FEES | LOVELAND, CO | $145,900 | view original ↗ |
| 2010 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $229,271 | view original ↗ |
| 2010 | MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC | ADVISORS | BLOOMINGTON, MN | $175,839 | view original ↗ |
| 2010 | LOUISIANA INSURANCE GUARANTY ASSOCIATION | IVESTMENT MANAGER | ST LOUIS, MO | $170,753 | view original ↗ |
| 2010 | WISCONSIN HEALTH FUND | INVESTMENT MANAGEMENT | RACINE, WI | $156,810 | view original ↗ |
| 2010 | THE HOUSE OF THE GOOD SHEPHERD | INVESTMENT MANAGEMENT | FAIRFIELD, NJ | $136,650 | view original ↗ |
| 2009 | KINKAID SCHOOL ENDOWMENT FUND INC | Investment Advisors | Houston, TX | $205,089 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.
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