|
101
|
Sequoia Financial Advisors
Akron,
Ohio
|
$264K
|
-$23.8K
|
-510
|
-9%
|
|
|
102
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
103
|
Vontobel Holding
Zurich,
Switzerland
|
$259K
|
-$13.5K
|
-290
|
-5%
|
|
|
104
|
Biltmore Family Office
Charlotte,
North Carolina
|
$256K
|
–
|
–
|
–
|
|
|
105
|
Insigneo Advisory Services
Miami,
Florida
|
$235K
|
+$222K
|
+4,768
|
New
|
|
|
106
|
Private Advisor Group
Morristown,
New Jersey
|
$234K
|
-$20.5K
|
-440
|
-8%
|
|
|
107
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$225K
|
+$212K
|
+4,556
|
New
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$225K
|
+$18.4K
|
+396
|
+10%
|
|
|
109
|
Farther Finance Advisors
San Francisco,
California
|
$223K
|
-$4.66K
|
-100
|
-2%
|
|
|
110
|
|
$222K
|
-$23.8K
|
-510
|
-10%
|
|
|
111
|
Choreo LLC
Rockford,
Illinois
|
$214K
|
+$202K
|
+4,328
|
New
|
|
|
112
|
WhitTier Trust Company
Reno,
Nevada
|
$211K
|
+$79.6K
|
+1,710
|
+67%
|
|
|
113
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$204K
|
–
|
–
|
–
|
|
|
114
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$197K
|
-$235K
|
-5,050
|
-56%
|
|
|
115
|
CVA Family Office
Denver,
Colorado
|
$193K
|
–
|
–
|
–
|
|
|
116
|
US Bancorp
Minneapolis,
Minnesota
|
$162K
|
+$2.47K
|
+53
|
+2%
|
|
|
117
|
Evelyn Partners Asset Management
London,
|
$158K
|
–
|
–
|
–
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$158K
|
+$17.6K
|
+378
|
+13%
|
|
|
119
|
USA Financial Formulas
Ada,
Michigan
|
$151K
|
-$77.8K
|
-1,670
|
-35%
|
|
|
120
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$148K
|
–
|
–
|
–
|
|
|
121
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$139K
|
+$12K
|
+257
|
+10%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$118K
|
-$746K
|
-16,020
|
-87%
|
|
|
123
|
Franklin Resources
San Mateo,
California
|
$98.7K
|
+$93.1K
|
+2,000
|
New
|
|
|
124
|
BigSur Wealth Management
Miami,
Florida
|
$85.4K
|
–
|
–
|
–
|
|
|
125
|
Central Trust Company
Jefferson City,
Missouri
|
$80K
|
–
|
–
|
–
|
|
