|
526
|
Q3 Asset Management
Birmingham,
Michigan
|
$364K
|
+$151K
|
+2,964
|
+70%
|
|
|
527
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$356K
|
+$152
|
+3
|
+0%
|
|
|
528
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$356K
|
+$102K
|
+2,000
|
+40%
|
|
|
529
|
Portland Global Advisors
Portland,
Maine
|
$350K
|
+$350K
|
+6,900
|
New
|
|
|
530
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$350K
|
+$351K
|
+6,903
|
New
|
|
|
531
|
NBT Bank
Norwich,
New York
|
$349K
|
-$32K
|
-630
|
-8%
|
|
|
532
|
Clear Creek Financial Management
Silverdale,
Washington
|
$340K
|
+$340K
|
+6,700
|
New
|
|
|
533
|
Citizens Business Bank
Ontario,
California
|
$338K
|
+$338K
|
+6,650
|
New
|
|
|
534
|
Comerica Bank
Dallas,
Texas
|
$337K
|
+$47.4K
|
+933
|
+16%
|
|
|
535
|
Howard Financial Services
Dallas,
Texas
|
$336K
|
-$359K
|
-7,078
|
-52%
|
|
|
536
|
Titus Wealth Management
Larskpur,
California
|
$335K
|
–
|
–
|
–
|
|
|
537
|
Whittier Trust
South Pasadena,
California
|
$333K
|
+$30K
|
+590
|
+10%
|
|
|
538
|
Hall Capital Management
Barrington,
Rhode Island
|
$332K
|
-$5.08K
|
-100
|
-2%
|
|
|
539
|
Tatro Capital
Lexington,
Kentucky
|
$332K
|
+$51
|
+1
|
+0%
|
|
|
540
|
Palumbo Wealth Management
Great Neck,
New York
|
$331K
|
+$331K
|
+6,520
|
New
|
|
|
541
|
Regions Financial Corp
Birmingham,
Alabama
|
$330K
|
+$50.8K
|
+1,000
|
+18%
|
|
|
542
|
Total Investment Management
Scottsdale,
Arizona
|
$326K
|
-$63K
|
-1,241
|
-16%
|
|
|
543
|
Parallel Advisors
San Francisco,
California
|
$326K
|
+$192K
|
+3,784
|
+144%
|
|
|
544
|
Csenge Advisory Group
Clearwater,
Florida
|
$321K
|
-$270K
|
-5,308
|
-46%
|
|
|
545
|
Orion Capital Management
Coronado,
California
|
$320K
|
+$320K
|
+6,296
|
New
|
|
|
546
|
Meridian Wealth Advisors
Austin,
Texas
|
$320K
|
+$320K
|
+6,307
|
New
|
|
|
547
|
Creative Planning
Overland Park,
Kansas
|
$318K
|
-$427K
|
-8,406
|
-57%
|
|
|
548
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$312K
|
+$762
|
+15
|
+0.2%
|
|
|
549
|
Berger Financial Group
Plymouth,
Minnesota
|
$311K
|
+$311K
|
+6,120
|
New
|
|
|
550
|
Personal CFO Solutions
Chester,
New Jersey
|
$305K
|
-$102K
|
-2,000
|
-25%
|
|
