|
126
|
Goelzer Investment Management
Carmel,
Indiana
|
$425K
|
–
|
–
|
–
|
|
|
127
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$389K
|
–
|
–
|
–
|
|
|
128
|
Callan Capital
La Jolla,
California
|
$374K
|
–
|
–
|
–
|
|
|
129
|
|
$367K
|
+$65
|
+1
|
+0%
|
|
|
130
|
BigSur Wealth Management
Miami,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
131
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$358K
|
–
|
–
|
–
|
|
|
132
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$352K
|
+$20.5K
|
+316
|
+6%
|
|
|
133
|
Bank of the West
Monterey Park,
California
|
$346K
|
+$353K
|
+5,440
|
New
|
|
|
134
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$340K
|
+$5.06K
|
+78
|
+1%
|
|
|
135
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$328K
|
-$5.78K
|
-89
|
-2%
|
|
|
136
|
Financial Insights
Tacoma,
Washington
|
$322K
|
+$303K
|
+4,668
|
New
|
|
|
137
|
|
$317K
|
+$130K
|
+2,000
|
+67%
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$305K
|
–
|
–
|
–
|
|
|
139
|
TrinityPoint Wealth
Milford,
Connecticut
|
$297K
|
+$303K
|
+4,675
|
New
|
|
|
140
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$294K
|
-$1.44M
|
-22,120
|
-83%
|
|
|
141
|
Bank Pictet & Cie (Asia)
Singapore
|
$287K
|
–
|
–
|
–
|
|
|
142
|
IPG Investment Advisors
San Diego,
California
|
$279K
|
+$53.3K
|
+822
|
+23%
|
|
|
143
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$273K
|
-$249K
|
-3,836
|
-47%
|
|
|
144
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$259K
|
–
|
–
|
–
|
|
|
145
|
Valeo Financial Advisors
Carmel,
Indiana
|
$257K
|
–
|
–
|
–
|
|
|
146
|
Close Asset Management
London,
United Kingdom
|
$253K
|
+$138K
|
+2,125
|
+202%
|
|
|
147
|
Vaughan David Investments
Peoria,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
148
|
Tiedemann Advisors
New York
|
$236K
|
+$26K
|
+400
|
+12%
|
|
|
149
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$228K
|
+$233K
|
+3,595
|
New
|
|
|
150
|
Bison Wealth
Atlanta,
Georgia
|
$226K
|
–
|
–
|
–
|
|
