|
226
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 268 mil
|
+US$ 17,7 mil
|
+1.571
|
+6%
|
|
|
227
|
Wealth Effects
Boston,
Massachusetts
|
US$ 268 mil
|
+US$ 183 mil
|
+16.225
|
+155%
|
|
|
228
|
|
US$ 268 mil
|
+US$ 14,7 mil
|
+1.300
|
+5%
|
|
|
229
|
R Squared
Central,
Hong Kong
|
US$ 261 mil
|
+US$ 132 mil
|
+11.733
|
+82%
|
|
|
230
|
Farther Finance Advisors
San Francisco,
California
|
US$ 259 mil
|
-US$ 42,4 mil
|
-3.758
|
-13%
|
|
|
231
|
Principal Financial Group
Des Moines,
Iowa
|
US$ 250 mil
|
+US$ 151 mil
|
+13.390
|
+116%
|
|
|
232
|
Private Wealth Partners
Mill Valley,
California
|
US$ 247 mil
|
-US$ 514 mil
|
-45.575
|
-65%
|
|
|
233
|
Walser Wealth Management
Tampa,
Florida
|
US$ 244 mil
|
-US$ 78,9 mil
|
-6.995
|
-22%
|
|
|
234
|
Kingswood Wealth Advisors
San Diego,
California
|
US$ 232 mil
|
-US$ 14,4 mil
|
-1.275
|
-5%
|
|
|
235
|
Alchemi Wealth
Essex,
Connecticut
|
US$ 231 mil
|
+US$ 123 mil
|
+10.868
|
+90%
|
|
|
236
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$ 224 mil
|
+US$ 120 mil
|
+10.642
|
+91%
|
|
|
237
|
Level Four Advisory Services
Dallas,
Texas
|
US$ 223 mil
|
+US$ 51,4 mil
|
+4.559
|
+26%
|
|
|
238
|
J.W. Cole Advisors
Tampa,
Florida
|
US$ 222 mil
|
+US$ 250 mil
|
+22.175
|
Nova
|
|
|
239
|
Geneos Wealth Management
Englewood,
Colorado
|
US$ 219 mil
|
+US$ 4,2 mil
|
+372
|
+2%
|
|
|
240
|
CIBC Bancorp USA
Chicago,
Illinois
|
US$ 217 mil
|
-US$ 20,3 mil
|
-1.804
|
-8%
|
|
|
241
|
Carlson Financial
Canby,
Oregon
|
US$ 216 mil
|
-US$ 1,72 mil
|
-152
|
-0,7%
|
|
|
242
|
Hilltop Holdings
Dallas,
Texas
|
US$ 216 mil
|
+US$ 115 mil
|
+10.204
|
+90%
|
|
|
243
|
DZ Bank
Frankfurt Am Main,
Germany
|
US$ 216 mil
|
–
|
–
|
–
|
|
|
244
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
US$ 216 mil
|
+US$ 70 mil
|
+6.204
|
+41%
|
|
|
245
|
Advisory Services Network
Atlanta,
Georgia
|
US$ 215 mil
|
-US$ 255 mil
|
-22.650
|
-51%
|
|
|
246
|
SLT Holdings
Scottsdale,
Arizona
|
US$ 213 mil
|
+US$ 240 mil
|
+21.253
|
Nova
|
|
|
247
|
Swiss Life Asset Management
Zurich,
|
US$ 211 mil
|
+US$ 237 mil
|
+21.003
|
Nova
|
|
|
248
|
Rakuten Securities
Tokyo,
Japan
|
US$ 210 mil
|
-US$ 86,3 mil
|
-7.648
|
-27%
|
|
|
249
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
US$ 209 mil
|
+US$ 29,4 mil
|
+2.602
|
+14%
|
|
|
250
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
US$ 207 mil
|
+US$ 14,7 mil
|
+1.302
|
+7%
|
|
