|
226
|
Confluence Wealth Management
Portland,
Oregon
|
$6.88M
|
+$6.75M
|
+36,546
|
New
|
|
|
227
|
Tarbox Family Office
Newport Beach,
California
|
$6.81M
|
+$553K
|
+2,995
|
+9%
|
|
|
228
|
Maryland Capital Management
Towson,
Maryland
|
$6.7M
|
-$784K
|
-4,246
|
-11%
|
|
|
229
|
SII Investments
Appleton,
Wisconsin
|
$6.67M
|
+$73.1K
|
+396
|
+1%
|
|
|
230
|
Savant Capital
Rockford,
Illinois
|
$6.65M
|
-$518K
|
-2,804
|
-7%
|
|
|
231
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$6.65M
|
+$193K
|
+1,045
|
+3%
|
|
|
232
|
TCI Wealth Advisors
Tucson,
Arizona
|
$6.55M
|
-$95.8K
|
-519
|
-1%
|
|
|
233
|
Sand Hill Global Advisors
Palo Alto,
California
|
$6.54M
|
–
|
–
|
–
|
|
|
234
|
Private Advisor Group
Morristown,
New Jersey
|
$6.53M
|
+$4.29M
|
+23,255
|
+203%
|
|
|
235
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.34M
|
+$1.12M
|
+6,045
|
+22%
|
|
|
236
|
Hexavest
Montreal,
Quebec, Canada
|
$6.29M
|
-$15.3K
|
-83
|
-0.2%
|
|
|
237
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.21M
|
+$695K
|
+3,762
|
+13%
|
|
|
238
|
Kanawha Capital Management
Richmond,
Virginia
|
$6.19M
|
+$48.9K
|
+265
|
+0.8%
|
|
|
239
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.86M
|
-$70K
|
-379
|
-1%
|
|
|
240
|
State Street
Boston,
Massachusetts
|
$5.85M
|
+$3.59M
|
+19,417
|
+166%
|
|
|
241
|
Truist Financial
Charlotte,
North Carolina
|
$5.79M
|
+$138K
|
+745
|
+2%
|
|
|
242
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$5.78M
|
-$24.9K
|
-135
|
-0.4%
|
|
|
243
|
Intrust Bank
Wichita,
Kansas
|
$5.7M
|
-$45.1K
|
-244
|
-0.8%
|
|
|
244
|
IFC Holdings
Tampa,
Florida
|
$5.7M
|
+$1.35M
|
+7,321
|
+32%
|
|
|
245
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.68M
|
+$62K
|
+336
|
+1%
|
|
|
246
|
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
|
$5.64M
|
+$5.54M
|
+30,000
|
New
|
|
|
247
|
Todd Asset Management
Louisville,
Kentucky
|
$5.64M
|
-$347K
|
-1,880
|
-6%
|
|
|
248
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.58M
|
+$129K
|
+700
|
+2%
|
|
|
249
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.56M
|
+$1.42M
|
+7,703
|
+35%
|
|
|
250
|
Webster Bank
Waterbury,
Connecticut
|
$5.56M
|
+$434K
|
+2,353
|
+9%
|
|
