|
5351
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$4.14M
|
+$73.1K
|
5
|
2.44%
|
Increased
|
|
|
5352
|
Towerpoint Wealth
Sacramento,
California
|
$4.12M
|
-$21.8K
|
4
|
1.83%
|
Reduced
|
|
|
5353
|
Williamson Legacy Group
Carmel,
Indiana
|
$4.12M
|
+$1.09M
|
4
|
3.47%
|
Increased
|
|
|
5354
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$4.12M
|
-$794K
|
5
|
2.65%
|
Reduced
|
|
|
5355
|
Reyes Financial Architecture
San Diego,
California
|
$4.11M
|
+$405K
|
6
|
3.55%
|
Increased
|
|
|
5356
|
Enzi Wealth
Austin,
Texas
|
$4.11M
|
+$156K
|
6
|
1.5%
|
Increased
|
|
|
5357
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.11M
|
$0
|
4
|
1.41%
|
Maintained
|
|
|
5358
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$4.1M
|
+$81.6K
|
4
|
1.88%
|
Increased
|
|
|
5359
|
Impact Investors
San Francisco,
California
|
$4.1M
|
-$258K
|
5
|
2.9%
|
Reduced
|
|
|
5360
|
Bramshill Investments
Naples,
Florida
|
$4.1M
|
+$597K
|
4
|
0.43%
|
Increased
|
|
|
5361
|
Columbia River Financial Group
Vancouver,
Washington
|
$4.09M
|
-$66K
|
2
|
2.65%
|
Reduced
|
|
|
5362
|
Pineridge Advisors
St. Charles,
Missouri
|
$4.08M
|
-$89.3K
|
9
|
1.48%
|
Reduced
|
|
|
5363
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.07M
|
-$286K
|
12
|
1.17%
|
Reduced
|
|
|
5364
|
Heritage Family Offices
Scottsdale,
Arizona
|
$4.06M
|
$0
|
3
|
2.05%
|
Maintained
|
|
|
5365
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$4.06M
|
-$298K
|
5
|
4.61%
|
Reduced
|
|
|
5366
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.05M
|
-$27.2K
|
4
|
2.01%
|
Reduced
|
|
|
5367
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.05M
|
+$542K
|
3
|
1.49%
|
Increased
|
|
|
5368
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$4.05M
|
+$245K
|
5
|
2.82%
|
Increased
|
|
|
5369
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$4.05M
|
+$268K
|
4
|
0.78%
|
Increased
|
|
|
5370
|
Severin Investments
St. Louis,
Missouri
|
$4.04M
|
-$452K
|
4
|
3.79%
|
Reduced
|
|
|
5371
|
Scalar Gauge Management
Dallas,
Texas
|
$4.03M
|
-$3.32M
|
1
|
2.29%
|
Reduced
|
|
|
5372
|
May Barnhard Investments
Bethesda,
Maryland
|
$4.02M
|
+$2.23K
|
3
|
1.88%
|
Increased
|
|
|
5373
|
Pachira Investments
Dana Point,
California
|
$4.02M
|
-$388K
|
4
|
3.04%
|
Reduced
|
|
|
5374
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$4.02M
|
+$556K
|
4
|
4.29%
|
Increased
|
|
|
5375
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$4.01M
|
-$105K
|
4
|
3.06%
|
Reduced
|
|