|
101
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
102
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
103
|
Private Advisor Group
Morristown,
New Jersey
|
$228K
|
-$1.17M
|
-26,028
|
-83%
|
|
|
104
|
Biltmore Family Office
Charlotte,
North Carolina
|
$228K
|
–
|
–
|
–
|
|
|
105
|
|
$221K
|
–
|
–
|
–
|
|
|
106
|
Cresset Asset Management
Chicago,
Illinois
|
$214K
|
+$218K
|
+4,863
|
New
|
|
|
107
|
USA Financial Formulas
Ada,
Michigan
|
$209K
|
+$52.3K
|
+1,167
|
+33%
|
|
|
108
|
Farther Finance Advisors
San Francisco,
California
|
$206K
|
+$194K
|
+4,325
|
+1,466%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$183K
|
+$54.9K
|
+1,224
|
+42%
|
|
|
110
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$182K
|
-$10.9K
|
-244
|
-6%
|
|
|
111
|
CVA Family Office
Denver,
Colorado
|
$173K
|
–
|
–
|
–
|
|
|
112
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$153K
|
–
|
–
|
–
|
|
|
113
|
US Bancorp
Minneapolis,
Minnesota
|
$142K
|
–
|
–
|
–
|
|
|
114
|
Evelyn Partners Asset Management
London,
|
$141K
|
–
|
–
|
–
|
|
|
115
|
NBC Securities
Birmingham,
Alabama
|
$141K
|
+$143K
|
+3,197
|
+106,567%
|
|
|
116
|
Acropolis Investment Management
St. Louis,
Missouri
|
$135K
|
–
|
–
|
–
|
|
|
117
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$132K
|
–
|
–
|
–
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$124K
|
-$22.2K
|
-495
|
-15%
|
|
|
119
|
WhitTier Trust Company
Reno,
Nevada
|
$113K
|
+$115K
|
+2,565
|
New
|
|
|
120
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$112K
|
-$19.1K
|
-427
|
-14%
|
|
|
121
|
Evelyn Partners Investment Management
London,
|
$92.4K
|
+$93.9K
|
+2,096
|
New
|
|
|
122
|
BigSur Wealth Management
Miami,
Florida
|
$76.3K
|
–
|
–
|
–
|
|
|
123
|
Central Trust Company
Jefferson City,
Missouri
|
$71.4K
|
–
|
–
|
–
|
|
|
124
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$71K
|
-$3.58K
|
-80
|
-5%
|
|
|
125
|
Headlands Technologies
Chicago,
Illinois
|
$64.4K
|
–
|
–
|
–
|
|
