|
126
|
Portfolio Solutions
Royal Oak,
Michigan
|
$776K
|
–
|
–
|
–
|
|
|
127
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$764K
|
–
|
–
|
–
|
|
|
128
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$757K
|
+$280K
|
+3,170
|
+55%
|
|
|
129
|
swisspartners Advisors
Zurich,
Switzerland
|
$755K
|
+$42.9K
|
+485
|
+6%
|
|
|
130
|
Pathstone Family Office
Englewood,
New Jersey
|
$749K
|
–
|
–
|
–
|
|
|
131
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$738K
|
+$768K
|
+8,684
|
New
|
|
|
132
|
Activest Wealth Management
Aventure,
Florida
|
$735K
|
+$184K
|
+2,084
|
+32%
|
|
|
133
|
Gofen & Glossberg
Chicago,
Illinois
|
$730K
|
-$329K
|
-3,717
|
-30%
|
|
|
134
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$714K
|
–
|
–
|
–
|
|
|
135
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$713K
|
-$887K
|
-10,024
|
-54%
|
|
|
136
|
55I LLC
Boston,
Massachusetts
|
$698K
|
+$459K
|
+5,188
|
+171%
|
|
|
137
|
Franklin Resources
San Mateo,
California
|
$684K
|
+$88.2K
|
+997
|
+14%
|
|
|
138
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$667K
|
-$77K
|
-871
|
-10%
|
|
|
139
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$667K
|
–
|
–
|
–
|
|
|
140
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$657K
|
-$797K
|
-9,006
|
-54%
|
|
|
141
|
Stelac Advisory Services
New York
|
$632K
|
–
|
–
|
–
|
|
|
142
|
Fiduciary Trust
Boston,
Massachusetts
|
$627K
|
–
|
–
|
–
|
|
|
143
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$622K
|
-$511K
|
-5,780
|
-44%
|
|
|
144
|
Bank Pictet & Cie (Asia)
Singapore
|
$610K
|
–
|
–
|
–
|
|
|
145
|
People's United Financial
Bridgeport,
Connecticut
|
$592K
|
-$48.6K
|
-550
|
-7%
|
|
|
146
|
Vontobel Holding
Zurich,
Switzerland
|
$586K
|
+$610K
|
+6,895
|
New
|
|
|
147
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$575K
|
-$26.3M
|
-297,313
|
-98%
|
|
|
148
|
Goelzer Investment Management
Carmel,
Indiana
|
$568K
|
–
|
–
|
–
|
|
|
149
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$556K
|
-$3.1K
|
-35
|
-0.5%
|
|
|
150
|
9258 Wealth Management
Blue Ash,
Ohio
|
$543K
|
-$163K
|
-1,845
|
-22%
|
|
