|
126
|
L.J. Altfest & Co
New York
|
$858K
|
+$2.6K
|
+31
|
+0.3%
|
|
|
127
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$838K
|
–
|
–
|
–
|
|
|
128
|
Zurich Insurance Group
Zurich,
Switzerland
|
$806K
|
-$2.2M
|
-26,224
|
-76%
|
|
|
129
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$806K
|
–
|
–
|
–
|
|
|
130
|
Moody National Bank Trust Division
Galveston,
Texas
|
$798K
|
–
|
–
|
–
|
|
|
131
|
Kore Private Wealth
New York
|
$791K
|
+$258K
|
+3,082
|
+54%
|
|
|
132
|
Bank of New York Mellon
New York
|
$782K
|
-$22.2K
|
-265
|
-3%
|
|
|
133
|
Trivium Point Advisory
Westport,
Connecticut
|
$782K
|
+$708K
|
+8,450
|
New
|
|
|
134
|
Fiduciary Trust
Boston,
Massachusetts
|
$761K
|
-$420K
|
-5,010
|
-37%
|
|
|
135
|
Raymond James Trust
St. Petersburg,
Florida
|
$756K
|
+$353K
|
+4,220
|
+100%
|
|
|
136
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$753K
|
–
|
–
|
–
|
|
|
137
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$712K
|
-$5.86K
|
-70
|
-0.9%
|
|
|
138
|
swisspartners Advisors
Zurich,
Switzerland
|
$682K
|
+$80.4K
|
+960
|
+14%
|
|
|
139
|
Prudential Financial
Newark,
New Jersey
|
$680K
|
-$264K
|
-3,152
|
-29%
|
|
|
140
|
|
$672K
|
-$88.5K
|
-1,056
|
-12%
|
|
|
141
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$637K
|
+$595K
|
+7,106
|
New
|
|
|
142
|
Franklin Resources
San Mateo,
California
|
$632K
|
-$4.19K
|
-50
|
-0.7%
|
|
|
143
|
Goelzer Investment Management
Carmel,
Indiana
|
$600K
|
-$72.9K
|
-870
|
-12%
|
|
|
144
|
Kestra Advisory Services
Austin,
Texas
|
$565K
|
+$528K
|
+6,303
|
New
|
|
|
145
|
Fortis Advisors
Wayne,
Pennsylvania
|
$561K
|
+$525K
|
+6,265
|
New
|
|
|
146
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$538K
|
-$151K
|
-1,800
|
-23%
|
|
|
147
|
9258 Wealth Management
Blue Ash,
Ohio
|
$514K
|
–
|
–
|
–
|
|
|
148
|
Eaton Vance Management
Boston,
Massachusetts
|
$511K
|
-$385K
|
-4,600
|
-45%
|
|
|
149
|
United Capital Financial Advisors
Irving,
Texas
|
$510K
|
+$586
|
+7
|
+0.1%
|
|
|
150
|
BigSur Wealth Management
Miami,
Florida
|
$507K
|
–
|
–
|
–
|
|
