|
2301
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$114K
|
+$8.2K
|
3
|
0.03%
|
Increased
|
|
|
2302
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$112K
|
-$6.04K
|
1
|
0.07%
|
Reduced
|
|
|
2303
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$108K
|
+$12K
|
1
|
0.11%
|
Increased
|
|
|
2304
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$108K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2305
|
Versant Capital Management
Phoenix,
Arizona
|
$105K
|
-$7.02K
|
6
|
0.06%
|
Reduced
|
|
|
2306
|
Water Island Capital
New York
|
$103K
|
-$3.32M
|
1
|
0.01%
|
Reduced
|
|
|
2307
|
Legato Capital Management
San Francisco,
California
|
$100K
|
+$6.45M
|
2
|
1.81%
|
New
|
|
|
2308
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$100K
|
-$160K
|
4
|
0.06%
|
Reduced
|
|
|
2309
|
Steward Partners Investment Advisory
New York
|
$96K
|
+$106K
|
7
|
0.04%
|
New
|
|
|
2310
|
C-J Advisory
San Jose,
California
|
$91K
|
-$10.4K
|
3
|
0.08%
|
Reduced
|
|
|
2311
|
Pacific Center for Financial Services
San Ramon,
California
|
$91K
|
+$92K
|
3
|
0.07%
|
New
|
|
|
2312
|
Hartford Financial Management
Hartford,
Connecticut
|
$83K
|
-$168K
|
1
|
0.05%
|
Reduced
|
|
|
2313
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$73K
|
-$41.6K
|
6
|
0.07%
|
Reduced
|
|
|
2314
|
Avior Wealth Management
Omaha,
Nebraska
|
$72K
|
-$32K
|
2
|
0.03%
|
Reduced
|
|
|
2315
|
Veritas Investment Management
London,
United Kingdom
|
$69K
|
-$7.37K
|
1
|
0.01%
|
Reduced
|
|
|
2316
|
Tarbox Family Office
Newport Beach,
California
|
$67K
|
+$1.92K
|
3
|
0.04%
|
Increased
|
|
|
2317
|
Janiczek Wealth Management
Denver,
Colorado
|
$65K
|
+$65.4K
|
1
|
0.03%
|
New
|
|
|
2318
|
Tortoise Investment Management
White Plains,
New York
|
$64K
|
+$10.4K
|
2
|
0.02%
|
Increased
|
|
|
2319
|
Catamount Wealth Management
Westport,
Connecticut
|
$58K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2320
|
Abacus FCF Advisors
Orlando,
Florida
|
$53K
|
+$30.8K
|
1
|
0.88%
|
Increased
|
|
|
2321
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$50K
|
+$9.49K
|
4
|
0.03%
|
Increased
|
|
|
2322
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$47K
|
+$48.5K
|
2
|
0.04%
|
New
|
|
|
2323
|
Sphinx Trading
Chicago,
Illinois
|
$47K
|
-$18.4K
|
1
|
0.09%
|
Reduced
|
|
|
2324
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$46.4K
|
-$33.1K
|
3
|
0.05%
|
Reduced
|
|
|
2325
|
High Point Bank & Trust
High Point,
North Carolina
|
$46K
|
$0
|
1
|
0.01%
|
Maintained
|
|