|
301
|
Asset Management One
Tokyo,
Japan
|
US$ 466 mil
|
+US$ 463 mil
|
+17.769
|
Nova
|
|
|
302
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
US$ 465 mil
|
-US$ 1,39 mi
|
-53.484
|
-75%
|
|
|
303
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$ 464 mil
|
-US$ 4,57 mi
|
-175.401
|
-91%
|
|
|
304
|
Davenport & Co
Richmond,
Virginia
|
US$ 460 mil
|
+US$ 131 mil
|
+5.042
|
+40%
|
|
|
305
|
Sharkey, Howes & Javer
Denver,
Colorado
|
US$ 451 mil
|
-US$ 514 mil
|
-19.722
|
-53%
|
|
|
306
|
Mattson Financial Services
Kentwood,
Michigan
|
US$ 447 mil
|
+US$ 25,7 mil
|
+987
|
+6%
|
|
|
307
|
PCB Capital
East Brunswick,
New Jersey
|
US$ 437 mil
|
+US$ 121 mil
|
+4.650
|
+39%
|
|
|
308
|
SBI Securities
Tokyo,
Japan
|
US$ 424 mil
|
-US$ 13,8 mil
|
-530
|
-3%
|
|
|
309
|
One Wealth Capital Management
Scottsdale,
Arizona
|
US$ 420 mil
|
+US$ 212 mil
|
+8.140
|
+103%
|
|
|
310
|
Cypress Capital Group
Palm Beach,
Florida
|
US$ 403 mil
|
–
|
–
|
–
|
|
|
311
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$ 396 mil
|
+US$ 394 mil
|
+15.100
|
Nova
|
|
|
312
|
Financial Life Advisors
San Antonio,
Texas
|
US$ 387 mil
|
+US$ 384 mil
|
+14.736
|
Nova
|
|
|
313
|
LCW Services
Virginia Beach,
Virginia
|
US$ 377 mil
|
-US$ 281 mil
|
-10.788
|
-43%
|
|
|
314
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
US$ 364 mil
|
+US$ 101 mil
|
+3.889
|
+39%
|
|
|
315
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
US$ 363 mil
|
+US$ 50,2 mil
|
+1.926
|
+16%
|
|
|
316
|
ARWA LLC
Fort Worth,
Texas
|
US$ 360 mil
|
+US$ 366 mil
|
+14.054
|
Nova
|
|
|
317
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$ 360 mil
|
+US$ 65,4 mil
|
+2.508
|
+22%
|
|
|
318
|
Global Retirement Partners
San Rafael,
California
|
US$ 359 mil
|
+US$ 357 mil
|
+13.705
|
Nova
|
|
|
319
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
US$ 358 mil
|
+US$ 18,8 mil
|
+722
|
+6%
|
|
|
320
|
Trilogy Capital
Irvine,
California
|
US$ 357 mil
|
+US$ 49,5 mil
|
+1.900
|
+16%
|
|
|
321
|
VestGen Advisors
Inverness,
Illinois
|
US$ 351 mil
|
+US$ 8,19 mil
|
+314
|
+2%
|
|
|
322
|
REDW Wealth
Albuquerque,
New Mexico
|
US$ 347 mil
|
-US$ 36,2 mil
|
-1.387
|
-9%
|
|
|
323
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$ 345 mil
|
+US$ 185 mil
|
+7.103
|
+117%
|
|
|
324
|
Balance Wealth
Delaware,
Ohio
|
US$ 339 mil
|
-US$ 45,5 mil
|
-1.746
|
-12%
|
|
|
325
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$ 337 mil
|
+US$ 335 mil
|
+12.832
|
Nova
|
|
