|
5376
|
Simplify Asset Management
Las Vegas,
Nevada
|
$110M
|
–
|
–
|
12.8%
|
45%
|
31
|
–
|
|
|
5377
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$110M
|
+$4.78M
|
+5%
|
62.1%
|
93.7%
|
24
|
37.5%
|
|
|
5378
|
Omnia Family Wealth
Aventura,
Florida
|
$110M
|
+$4.76M
|
+5%
|
7.63%
|
80.6%
|
76
|
11.84%
|
|
|
5379
|
|
$110M
|
-$16.6M
|
-13%
|
11.2%
|
24.5%
|
21
|
42.86%
|
|
|
5380
|
Value Star Asset Management
Hong Kong
|
$110M
|
–
|
–
|
–
|
–
|
19
|
–
|
|
|
5381
|
Lokken Investment Group
Lewes,
Delaware
|
$110M
|
–
|
–
|
11%
|
65.3%
|
104
|
–
|
|
|
5382
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$109M
|
–
|
–
|
11.5%
|
69.6%
|
69
|
–
|
|
|
5383
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$109M
|
–
|
–
|
17%
|
–
|
93
|
–
|
|
|
5384
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$109M
|
-$5.45M
|
-5%
|
14.7%
|
69.3%
|
1,322
|
91.3%
|
|
|
5385
|
|
$109M
|
–
|
–
|
11.5%
|
35%
|
88
|
–
|
|
|
5386
|
Boardman Bay Capital Management
New York
|
$109M
|
+$11.9M
|
+12%
|
35.4%
|
145%
|
87
|
58.62%
|
|
|
5387
|
Mosaic Advisors
Houston,
Texas
|
$109M
|
–
|
–
|
12.6%
|
39.8%
|
29
|
–
|
|
|
5388
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$109M
|
–
|
–
|
12.3%
|
–
|
727
|
–
|
|
|
5389
|
Round Rock Advisors
Wilton,
Connecticut
|
$109M
|
–
|
–
|
15.2%
|
62.6%
|
55
|
–
|
|
|
5390
|
Millennium TVP Management
New York
|
$109M
|
-$18.2M
|
-14%
|
9.8%
|
–
|
5
|
0%
|
|
|
5391
|
LifeSteps Financial
Claremont,
California
|
$109M
|
+$14.2M
|
+15%
|
13.2%
|
88%
|
87
|
13.79%
|
|
|
5392
|
Freed Investment Group
Boston,
Massachusetts
|
$109M
|
–
|
–
|
13.6%
|
–
|
16
|
–
|
|
|
5393
|
|
$109M
|
+$10.3M
|
+10%
|
12.2%
|
59.1%
|
67
|
5.97%
|
|
|
5394
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$109M
|
–
|
–
|
22.8%
|
225%
|
145
|
–
|
|
|
5395
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$109M
|
–
|
–
|
16.8%
|
50.2%
|
33
|
–
|
|
|
5396
|
Everhart Financial Group
Dublin,
Ohio
|
$108M
|
–
|
–
|
15.4%
|
113%
|
80
|
–
|
|
|
5397
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$108M
|
–
|
–
|
12.5%
|
28.3%
|
40
|
–
|
|
|
5398
|
EQ LLC
Bellevue,
Washington
|
$108M
|
–
|
–
|
14.6%
|
72.9%
|
48
|
–
|
|
|
5399
|
Chicago Wealth Management
Chicago,
Illinois
|
$108M
|
+$19.6M
|
+22%
|
17.9%
|
110%
|
32
|
31.25%
|
|
|
5400
|
Nierenberg Investment Management Company
Camas,
Washington
|
$108M
|
–
|
–
|
29.7%
|
167%
|
32
|
–
|
|