|
5526
|
Mosaic Advisors
Houston,
Texas
|
$109M
|
–
|
–
|
12.6%
|
50.9%
|
29
|
–
|
|
|
5527
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$109M
|
–
|
–
|
12.3%
|
–
|
727
|
–
|
|
|
5528
|
Round Rock Advisors
Wilton,
Connecticut
|
$109M
|
–
|
–
|
15.2%
|
87.4%
|
55
|
–
|
|
|
5529
|
Millennium TVP Management
New York
|
$109M
|
-$18.2M
|
-14%
|
9.8%
|
–
|
5
|
0%
|
|
|
5530
|
LifeSteps Financial
Claremont,
California
|
$109M
|
+$14.2M
|
+15%
|
13.2%
|
88%
|
87
|
13.79%
|
|
|
5531
|
Freed Investment Group
Boston,
Massachusetts
|
$109M
|
–
|
–
|
13.6%
|
–
|
16
|
–
|
|
|
5532
|
|
$109M
|
+$10.3M
|
+10%
|
12.2%
|
83.1%
|
67
|
5.97%
|
|
|
5533
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$109M
|
–
|
–
|
22.8%
|
225%
|
145
|
–
|
|
|
5534
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$109M
|
–
|
–
|
16.8%
|
51.9%
|
33
|
–
|
|
|
5535
|
Everhart Financial Group
Dublin,
Ohio
|
$108M
|
–
|
–
|
15.4%
|
113%
|
80
|
–
|
|
|
5536
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$108M
|
–
|
–
|
12.5%
|
28.3%
|
40
|
–
|
|
|
5537
|
EQ LLC
Bellevue,
Washington
|
$108M
|
–
|
–
|
14.6%
|
72.9%
|
48
|
–
|
|
|
5538
|
Chicago Wealth Management
Chicago,
Illinois
|
$108M
|
+$19.6M
|
+22%
|
17.9%
|
134%
|
32
|
31.25%
|
|
|
5539
|
Nierenberg Investment Management Company
Camas,
Washington
|
$108M
|
–
|
–
|
29.7%
|
135%
|
32
|
–
|
|
|
5540
|
Financial Advantage
Columbia,
Maryland
|
$108M
|
+$2.7M
|
+3%
|
15.2%
|
24.3%
|
123
|
13.82%
|
|
|
5541
|
Element Wealth
Ridgeland,
Mississippi
|
$108M
|
+$14.4M
|
+15%
|
16.4%
|
59.6%
|
160
|
17.5%
|
|
|
5542
|
AllGen Financial Advisors
Orlando,
Florida
|
$108M
|
–
|
–
|
7.73%
|
39.7%
|
32
|
–
|
|
|
5543
|
CM Management
Gulf Breeze,
Florida
|
$108M
|
–
|
–
|
38.2%
|
110%
|
80
|
–
|
|
|
5544
|
HPS Investment Partners
New York
|
$108M
|
–
|
–
|
41.4%
|
55.9%
|
8
|
–
|
|
|
5545
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$108M
|
–
|
–
|
20.3%
|
42.4%
|
74
|
–
|
|
|
5546
|
Sloane Robinson
London,
United Kingdom
|
$108M
|
-$36M
|
-25%
|
11.8%
|
175%
|
23
|
47.83%
|
|
|
5547
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$108M
|
+$11.1M
|
+12%
|
14.7%
|
66.1%
|
2
|
0%
|
|
|
5548
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$108M
|
–
|
–
|
6.75%
|
46.4%
|
41
|
–
|
|
|
5549
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$108M
|
–
|
–
|
12.2%
|
62.7%
|
308
|
–
|
|
|
5550
|
CSat Investment Advisory
Detroit,
Michigan
|
$108M
|
-$1.02B
|
-90%
|
18.7%
|
87.4%
|
1,095
|
53.06%
|
|