|
1701
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$471K
|
+$541K
|
1
|
0.18%
|
New
|
|
|
1702
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$471K
|
+$497K
|
1
|
0.36%
|
New
|
|
|
1703
|
Ausdal Financial Partners
Davenport,
Iowa
|
$467K
|
-$93.8K
|
1
|
0.23%
|
Reduced
|
|
|
1704
|
Zions Bancorporation
Salt Lake City,
Utah
|
$466K
|
-$1.16M
|
5
|
0.34%
|
Reduced
|
|
|
1705
|
Busey Bank
Urbana,
Illinois
|
$465K
|
+$200K
|
2
|
0.05%
|
Increased
|
|
|
1706
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$465K
|
+$205K
|
2
|
0.27%
|
Increased
|
|
|
1707
|
Holderness Investments Company
Greensboro,
North Carolina
|
$460K
|
-$31.5K
|
1
|
0.25%
|
Reduced
|
|
|
1708
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$459K
|
+$229K
|
5
|
0.08%
|
Increased
|
|
|
1709
|
Executive Wealth Management
Brighton,
Michigan
|
$456K
|
+$496K
|
8
|
0.08%
|
New
|
|
|
1710
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$454K
|
-$42.4K
|
2
|
0.47%
|
Reduced
|
|
|
1711
|
Royal Fund Management
Lady Lake,
Florida
|
$454K
|
-$83.9K
|
4
|
0.18%
|
Reduced
|
|
|
1712
|
Sterling Global Strategies
Carlsbad,
California
|
$452K
|
+$50.5K
|
3
|
2.3%
|
Increased
|
|
|
1713
|
Empirical Wealth Management
Seattle,
Washington
|
$452K
|
-$335K
|
1
|
0.08%
|
Reduced
|
|
|
1714
|
NVWM LLC
Yardley,
Pennsylvania
|
$451K
|
+$5.44K
|
1
|
0.34%
|
Increased
|
|
|
1715
|
Exeter Financial
Scottsdale,
Arizona
|
$450K
|
+$136
|
1
|
0.42%
|
Increased
|
|
|
1716
|
Tompkins Financial
Ithaca,
New York
|
$449K
|
+$18.8K
|
4
|
0.1%
|
Increased
|
|
|
1717
|
Csenge Advisory Group
Clearwater,
Florida
|
$448K
|
-$154K
|
1
|
0.16%
|
Reduced
|
|
|
1718
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$448K
|
+$466K
|
1
|
0.57%
|
New
|
|
|
1719
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$446K
|
-$3.67K
|
1
|
0.32%
|
Reduced
|
|
|
1720
|
Delek Group
Herzliya,
Israel
|
$446K
|
-$485K
|
1
|
0.02%
|
Reduced
|
|
|
1721
|
MV Capital Management
Bethesda,
Maryland
|
$446K
|
-$6.46K
|
4
|
0.12%
|
Reduced
|
|
|
1722
|
Monetary Management Group
St Louis,
Missouri
|
$444K
|
-$521
|
3
|
0.2%
|
Reduced
|
|
|
1723
|
CIBC Bank USA
Chicago,
Illinois
|
$443K
|
+$186K
|
2
|
0.07%
|
Increased
|
|
|
1724
|
Harbor Advisors
West Palm Beach,
Florida
|
$442K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1725
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$441K
|
$0
|
1
|
0.31%
|
Maintained
|
|