|
101
|
Huntington National Bank
Columbus,
Ohio
|
$314K
|
–
|
–
|
–
|
|
|
102
|
Mercer Global Advisors
Denver,
Colorado
|
$311K
|
+$315K
|
+6,170
|
New
|
|
|
103
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$310K
|
–
|
–
|
–
|
|
|
104
|
SBI Securities
Tokyo,
Japan
|
$303K
|
+$12.2K
|
+239
|
+4%
|
|
|
105
|
VERITY Wealth Advisors
Sausalito,
United States
|
$290K
|
–
|
–
|
–
|
|
|
106
|
Beacon Pointe Advisors
Newport Beach,
California
|
$284K
|
+$287K
|
+5,619
|
New
|
|
|
107
|
Sequoia Financial Advisors
Akron,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
108
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
109
|
Dara Capital US
Miami,
Florida
|
$267K
|
+$270K
|
+5,295
|
New
|
|
|
110
|
Vontobel Holding
Zurich,
Switzerland
|
$265K
|
–
|
–
|
–
|
|
|
111
|
Biltmore Family Office
Charlotte,
North Carolina
|
$261K
|
–
|
–
|
–
|
|
|
112
|
Evelyn Partners Asset Management
London,
|
$252K
|
–
|
–
|
–
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$251K
|
+$63.8K
|
+1,249
|
+33%
|
|
|
114
|
Private Advisor Group
Morristown,
New Jersey
|
$238K
|
+$1.07K
|
+21
|
+0.4%
|
|
|
115
|
Csenge Advisory Group
Clearwater,
Florida
|
$233K
|
+$236K
|
+4,624
|
New
|
|
|
116
|
|
$227K
|
–
|
–
|
–
|
|
|
117
|
Farther Finance Advisors
San Francisco,
California
|
$223K
|
-$5.05K
|
-99
|
-2%
|
|
|
118
|
Kestra Advisory Services
Austin,
Texas
|
$222K
|
-$1.16M
|
-22,626
|
-84%
|
|
|
119
|
WhitTier Trust Company
Reno,
Nevada
|
$221K
|
–
|
–
|
–
|
|
|
120
|
Choreo LLC
Rockford,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
121
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$217K
|
+$220K
|
+4,301
|
New
|
|
|
122
|
Focus Partners Wealth
Boston,
Massachusetts
|
$213K
|
+$216K
|
+4,228
|
New
|
|
|
123
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$204K
|
–
|
–
|
–
|
|
|
124
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$202K
|
–
|
–
|
–
|
|
|
125
|
CVA Family Office
Denver,
Colorado
|
$198K
|
–
|
–
|
–
|
|
