|
2976
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$10.3M
|
+$195K
|
1
|
1.36%
|
Increased
|
|
|
2977
|
Trinity Financial Advisors
Columbus,
Ohio
|
$10.3M
|
-$134K
|
1
|
2.65%
|
Reduced
|
|
|
2978
|
Tempus Wealth Planning
Irvine,
California
|
$10.3M
|
+$34.6K
|
1
|
2.02%
|
Increased
|
|
|
2979
|
|
$10.3M
|
-$149K
|
1
|
1.36%
|
Reduced
|
|
|
2980
|
Pecaut & Co
Sioux City,
Iowa
|
$10.3M
|
-$206K
|
1
|
3.14%
|
Reduced
|
|
|
2981
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$10.3M
|
-$510K
|
2
|
6.95%
|
Reduced
|
|
|
2982
|
Lighthouse Financial Services
Brea,
California
|
$10.3M
|
-$45.5K
|
1
|
2.16%
|
Reduced
|
|
|
2983
|
Seelaus Asset Management
Chatham,
New Jersey
|
$10.3M
|
-$800K
|
2
|
7.22%
|
Reduced
|
|
|
2984
|
Summit Wealth Partners
Orlando,
Florida
|
$10.3M
|
+$152K
|
1
|
1.46%
|
Increased
|
|
|
2985
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$10.3M
|
-$74.9K
|
1
|
8.93%
|
Reduced
|
|
|
2986
|
McBroom & Associates
Las Vegas,
Nevada
|
$10.3M
|
-$126K
|
1
|
5.16%
|
Reduced
|
|
|
2987
|
Meridian Financial Partners
Warrenton,
Virginia
|
$10.3M
|
-$1.64M
|
1
|
3.5%
|
Reduced
|
|
|
2988
|
Investment Partners
New Philadelphia,
Ohio
|
$10.3M
|
+$51.5K
|
1
|
3.21%
|
Increased
|
|
|
2989
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$10.3M
|
-$156K
|
1
|
1.56%
|
Reduced
|
|
|
2990
|
tru Independence
Portland,
Oregon
|
$10.3M
|
+$20.6K
|
1
|
4.48%
|
Increased
|
|
|
2991
|
GSB Wealth Management
Guilford,
Connecticut
|
$10.2M
|
-$37.5K
|
1
|
2.06%
|
Reduced
|
|
|
2992
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$10.2M
|
+$40.6K
|
1
|
2.21%
|
Increased
|
|
|
2993
|
William Mack & Associates
Troy,
Michigan
|
$10.2M
|
+$1.43M
|
1
|
3.61%
|
Increased
|
|
|
2994
|
Corps Capital Advisors
Southlake,
Texas
|
$10.2M
|
$0
|
1
|
8.24%
|
Maintained
|
|
|
2995
|
Mosley Wealth Management
Anaheim,
California
|
$10.2M
|
+$1.31M
|
1
|
3.25%
|
Increased
|
|
|
2996
|
Affiance Financial
St. Louis Park,
Minnesota
|
$10.2M
|
-$1.07M
|
1
|
1.47%
|
Reduced
|
|
|
2997
|
Samalin Investment Counsel
Chappaqua,
New York
|
$10.2M
|
+$391K
|
1
|
3.19%
|
Increased
|
|
|
2998
|
Golden Reserve Retirement
Dublin,
Ohio
|
$10.2M
|
+$6.29M
|
1
|
1.61%
|
Increased
|
|
|
2999
|
|
$10.2M
|
+$10.1M
|
1
|
2.12%
|
New
|
|
|
3000
|
Advance Capital Management
Southfield,
Michigan
|
$10.2M
|
+$1.07M
|
1
|
0.33%
|
Increased
|
|