|
3201
|
Tempus Wealth Planning
Irvine,
California
|
$11.1M
|
-$204K
|
5
|
5.43%
|
Reduced
|
|
|
3202
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$11.1M
|
+$166K
|
3
|
8.23%
|
Increased
|
|
|
3203
|
Soundmark Wealth Management
Kirkland,
Washington
|
$11.1M
|
-$616K
|
2
|
6.64%
|
Reduced
|
|
|
3204
|
KWMG LLC
Overland Park,
Kansas
|
$11.1M
|
+$494K
|
4
|
1.5%
|
Increased
|
|
|
3205
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$11.1M
|
-$21.9K
|
6
|
12.57%
|
Reduced
|
|
|
3206
|
Modus Advisors
Excelsior,
Minnesota
|
$11.1M
|
+$45.6K
|
3
|
5.1%
|
Increased
|
|
|
3207
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$11.1M
|
-$57K
|
6
|
1.35%
|
Reduced
|
|
|
3208
|
First Business Financial Services
Madison,
Wisconsin
|
$11.1M
|
+$361K
|
6
|
1.39%
|
Increased
|
|
|
3209
|
Belmont Capital
Los Angeles,
California
|
$11.1M
|
+$4.51M
|
7
|
9.16%
|
Increased
|
|
|
3210
|
Financial Management Network
Mission Viejo,
California
|
$11.1M
|
-$38.6K
|
5
|
4.44%
|
Reduced
|
|
|
3211
|
Park West Asset Management
San Francisco,
California
|
$11M
|
$0
|
1
|
0.99%
|
Maintained
|
|
|
3212
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$11M
|
+$4.24M
|
7
|
2.52%
|
Increased
|
|
|
3213
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$11M
|
+$125K
|
5
|
2.84%
|
Increased
|
|
|
3214
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$11M
|
-$561K
|
1
|
8.39%
|
Reduced
|
|
|
3215
|
Northcape Wealth Management
Williamsville,
New York
|
$11M
|
+$3.8M
|
5
|
3.98%
|
Increased
|
|
|
3216
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$11M
|
-$233K
|
6
|
3.25%
|
Reduced
|
|
|
3217
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$11M
|
+$254K
|
6
|
3.82%
|
Increased
|
|
|
3218
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$11M
|
+$165K
|
5
|
6.94%
|
Increased
|
|
|
3219
|
Lipe & Dalton
Syracuse,
New York
|
$11M
|
-$227K
|
5
|
6.28%
|
Reduced
|
|
|
3220
|
Boltwood Capital Management
Walnut Creek,
California
|
$11M
|
+$1.01M
|
6
|
4.1%
|
Increased
|
|
|
3221
|
St. Johns Investment Management
Jacksonville,
Florida
|
$11M
|
+$747K
|
6
|
6.36%
|
Increased
|
|
|
3222
|
Doheny Asset Management
Los Angeles,
California
|
$11M
|
+$2.42M
|
5
|
9.83%
|
Increased
|
|
|
3223
|
Richelieu Gestion
Paris,
France
|
$10.9M
|
-$358K
|
5
|
9.89%
|
Reduced
|
|
|
3224
|
Somerset Group
Wayzata,
Minnesota
|
$10.9M
|
-$84.4K
|
3
|
9.51%
|
Reduced
|
|
|
3225
|
Altman Advisors
Chicago,
Illinois
|
$10.9M
|
+$1.28M
|
5
|
10%
|
Increased
|
|
