|
126
|
Callan Capital
La Jolla,
California
|
$408K
|
+$1.43K
|
+22
|
+0.4%
|
|
|
127
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$405K
|
–
|
–
|
–
|
|
|
128
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$376K
|
-$342K
|
-5,259
|
-49%
|
|
|
129
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$370K
|
+$52K
|
+800
|
+18%
|
|
|
130
|
BigSur Wealth Management
Miami,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
131
|
People's United Financial
Bridgeport,
Connecticut
|
$354K
|
+$91K
|
+1,400
|
+38%
|
|
|
132
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$346K
|
+$143K
|
+2,200
|
+79%
|
|
|
133
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$346K
|
+$325K
|
+5,000
|
New
|
|
|
134
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$337K
|
+$45.5K
|
+700
|
+17%
|
|
|
135
|
Tiedemann Advisors
New York
|
$336K
|
+$316K
|
+4,861
|
New
|
|
|
136
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$308K
|
+$289K
|
+4,455
|
New
|
|
|
137
|
Kore Private Wealth
New York
|
$305K
|
+$237K
|
+3,648
|
+478%
|
|
|
138
|
|
$304K
|
-$17.5M
|
-269,945
|
-98%
|
|
|
139
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$298K
|
-$55.8K
|
-859
|
-17%
|
|
|
140
|
IPG Investment Advisors
San Diego,
California
|
$290K
|
-$8.38K
|
-129
|
-3%
|
|
|
141
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$267K
|
+$251K
|
+3,861
|
New
|
|
|
142
|
Bank Pictet & Cie (Asia)
Singapore
|
$248K
|
+$233K
|
+3,580
|
New
|
|
|
143
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$246K
|
+$455
|
+7
|
+0.2%
|
|
|
144
|
Moors & Cabot
Boston,
Massachusetts
|
$242K
|
-$133K
|
-2,042
|
-37%
|
|
|
145
|
Whittier Trust
South Pasadena,
California
|
$237K
|
-$34.6K
|
-533
|
-13%
|
|
|
146
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$231K
|
+$79.9K
|
+1,230
|
+58%
|
|
|
147
|
Cutler Group
San Francisco,
California
|
$215K
|
-$637K
|
-9,800
|
-76%
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$208K
|
-$17.5K
|
-269
|
-8%
|
|
|
149
|
Dimension Capital Management
Coral Gables,
Florida
|
$207K
|
+$195K
|
+2,999
|
New
|
|
|
150
|
Bison Wealth
Atlanta,
Georgia
|
$195K
|
-$6.24K
|
-96
|
-3%
|
|
