|
3401
|
Retirement Capital Strategies
San Jose,
California
|
$8.88M
|
+$167K
|
2
|
3.98%
|
Increased
|
|
|
3402
|
|
$8.87M
|
+$9.42M
|
2
|
0.55%
|
Increased
|
|
|
3403
|
Tempus Wealth Planning
Irvine,
California
|
$8.87M
|
-$543K
|
5
|
7.29%
|
Reduced
|
|
|
3404
|
Monument Capital Management
Alexandria,
Virginia
|
$8.86M
|
+$528K
|
6
|
3.34%
|
Increased
|
|
|
3405
|
Shilanski & Associates
Anchorage,
Alaska
|
$8.85M
|
-$646K
|
5
|
4.14%
|
Reduced
|
|
|
3406
|
|
$8.85M
|
-$835K
|
3
|
7.26%
|
Reduced
|
|
|
3407
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.85M
|
+$1.87M
|
10
|
1.13%
|
Increased
|
|
|
3408
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$8.85M
|
+$116K
|
4
|
7.42%
|
Increased
|
|
|
3409
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$8.85M
|
-$518K
|
5
|
4.02%
|
Reduced
|
|
|
3410
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$8.85M
|
+$200K
|
5
|
0.75%
|
Increased
|
|
|
3411
|
SPC Financial Inc
Rockville,
Maryland
|
$8.84M
|
+$36.6K
|
3
|
1.09%
|
Increased
|
|
|
3412
|
Clifford Capital Partners
Alpine,
Utah
|
$8.81M
|
+$3.06M
|
1
|
3.52%
|
Increased
|
|
|
3413
|
HFR Wealth Management
Niskayuna,
New York
|
$8.81M
|
+$171K
|
4
|
2.66%
|
Increased
|
|
|
3414
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$8.79M
|
+$1M
|
5
|
4.09%
|
Increased
|
|
|
3415
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$8.79M
|
-$2.25M
|
3
|
2.66%
|
Reduced
|
|
|
3416
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$8.79M
|
-$13M
|
3
|
3.57%
|
Reduced
|
|
|
3417
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$8.79M
|
-$1.24M
|
6
|
4.17%
|
Reduced
|
|
|
3418
|
Sentinel Trust
Houston,
Texas
|
$8.79M
|
-$70.9K
|
6
|
1.35%
|
Reduced
|
|
|
3419
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$8.77M
|
-$42.1M
|
4
|
9.34%
|
Reduced
|
|
|
3420
|
Curated Wealth Partners
El Segundo,
California
|
$8.76M
|
+$2.13M
|
4
|
2.57%
|
Increased
|
|
|
3421
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$8.73M
|
-$64.6M
|
6
|
3.36%
|
Reduced
|
|
|
3422
|
Clarus Group
Houston,
Texas
|
$8.72M
|
+$875K
|
6
|
7.31%
|
Increased
|
|
|
3423
|
Vista Capital Partners
Portland,
Oregon
|
$8.72M
|
+$770K
|
5
|
1.42%
|
Increased
|
|
|
3424
|
Archvest Wealth Advisors
Concord,
California
|
$8.72M
|
+$7.95M
|
3
|
8.68%
|
Increased
|
|
|
3425
|
Ogborne Capital Management
San Francisco,
California
|
$8.72M
|
-$935K
|
1
|
12.5%
|
Reduced
|
|