|
226
|
Confluence Wealth Management
Portland,
Oregon
|
$6.37M
|
-$121K
|
-2,962
|
-2%
|
|
|
227
|
Atria Investments
Charlotte,
North Carolina
|
$6.33M
|
+$91.3K
|
+2,244
|
+1%
|
|
|
228
|
AllianceBernstein
Nashville,
Tennessee
|
$6.3M
|
-$18.6M
|
-457,951
|
-75%
|
|
|
229
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$6.3M
|
–
|
–
|
–
|
|
|
230
|
Roundview Capital
Princeton,
New Jersey
|
$6.29M
|
+$712K
|
+17,504
|
+13%
|
|
|
231
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.24M
|
-$441K
|
-10,840
|
-7%
|
|
|
232
|
NBT Bank
Norwich,
New York
|
$6.23M
|
+$202K
|
+4,968
|
+3%
|
|
|
233
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.22M
|
+$3.19M
|
+78,421
|
+109%
|
|
|
234
|
Prudential plc
London, England,
United Kingdom
|
$6.17M
|
-$1.78M
|
-43,700
|
-23%
|
|
|
235
|
Synovus Financial
Columbus,
Georgia
|
$6.1M
|
-$2.02M
|
-49,641
|
-25%
|
|
|
236
|
Omnia Family Wealth
Aventura,
Florida
|
$6.09M
|
-$42.1K
|
-1,035
|
-0.7%
|
|
|
237
|
Cornerstone Capital Management Holdings
New York
|
$6.08M
|
+$5.91M
|
+145,241
|
+8,201%
|
|
|
238
|
Veritable
Wilmington,
Delaware
|
$6.05M
|
-$280K
|
-6,883
|
-4%
|
|
|
239
|
Adell Harriman & Carpenter
Houston,
Texas
|
$6.01M
|
+$2.02M
|
+49,656
|
+52%
|
|
|
240
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6M
|
+$241K
|
+5,919
|
+4%
|
|
|
241
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$5.96M
|
-$20.4K
|
-500
|
-0.4%
|
|
|
242
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.91M
|
+$5.38M
|
+132,105
|
+1,239%
|
|
|
243
|
CIBC Bank USA
Chicago,
Illinois
|
$5.85M
|
-$55.9K
|
-1,374
|
-1%
|
|
|
244
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$5.75M
|
+$1.04M
|
+25,433
|
+22%
|
|
|
245
|
Northeast Investment Management
Boston,
Massachusetts
|
$5.71M
|
+$86.5K
|
+2,125
|
+2%
|
|
|
246
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.68M
|
+$1.09M
|
+26,876
|
+24%
|
|
|
247
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.68M
|
-$75.3K
|
-1,851
|
-1%
|
|
|
248
|
Goldstein Munger & Associates
San Ramon,
California
|
$5.61M
|
-$76K
|
-1,868
|
-1%
|
|
|
249
|
Emerging Sovereign Group
New York
|
$5.6M
|
+$5.51M
|
+135,250
|
New
|
|
|
250
|
First National Trust
Hermitage,
Pennsylvania
|
$5.59M
|
+$599K
|
+14,716
|
+12%
|
|
