|
5301
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$110M
|
+$7.36M
|
+7%
|
|
|
109
|
|
|
|
5302
|
Trinity Financial Advisors
Columbus,
Ohio
|
$110M
|
–
|
–
|
|
|
59
|
|
|
|
5303
|
|
$110M
|
–
|
–
|
|
|
2
|
|
|
|
5304
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$110M
|
–
|
–
|
|
|
68
|
|
|
|
5305
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$110M
|
–
|
–
|
|
|
23
|
|
|
|
5306
|
VERITY Wealth Advisors
Sausalito,
United States
|
$110M
|
+$12M
|
+12%
|
|
|
56
|
|
|
|
5307
|
Corbett Road Capital Management
Mclean,
Virginia
|
$110M
|
+$4.64M
|
+4%
|
|
|
133
|
|
|
|
5308
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$110M
|
+$12M
|
+12%
|
|
|
20
|
|
|
|
5309
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$110M
|
–
|
–
|
|
|
7
|
|
|
|
5310
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$110M
|
+$4.78M
|
+5%
|
|
|
24
|
|
|
|
5311
|
Omnia Family Wealth
Aventura,
Florida
|
$110M
|
+$4.76M
|
+5%
|
|
|
76
|
|
|
|
5312
|
|
$110M
|
-$16.6M
|
-13%
|
|
|
21
|
|
|
|
5313
|
Lokken Investment Group
Lewes,
Delaware
|
$110M
|
–
|
–
|
|
|
104
|
|
|
|
5314
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$109M
|
–
|
–
|
|
|
69
|
|
|
|
5315
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$109M
|
–
|
–
|
|
|
93
|
|
|
|
5316
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$109M
|
-$5.22M
|
-5%
|
|
|
1,316
|
|
|
|
5317
|
Simplify Asset Management
Las Vegas,
Nevada
|
$109M
|
–
|
–
|
|
|
24
|
|
|
|
5318
|
|
$109M
|
–
|
–
|
|
|
88
|
|
|
|
5319
|
Mosaic Advisors
Houston,
Texas
|
$109M
|
–
|
–
|
|
|
29
|
|
|
|
5320
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$109M
|
–
|
–
|
|
|
843
|
|
|
|
5321
|
Round Rock Advisors
Wilton,
Connecticut
|
$109M
|
–
|
–
|
|
|
55
|
|
|
|
5322
|
Millennium TVP Management
New York
|
$109M
|
-$18.2M
|
-14%
|
|
|
5
|
|
|
|
5323
|
LifeSteps Financial
Claremont,
California
|
$109M
|
+$14.2M
|
+15%
|
|
|
87
|
|
|
|
5324
|
Freed Investment Group
Boston,
Massachusetts
|
$109M
|
–
|
–
|
|
|
16
|
|
|
|
5325
|
|
$109M
|
+$10.3M
|
+10%
|
|
|
67
|
|
|