|
301
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$23K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
302
|
WhitTier Trust Company
Reno,
Nevada
|
$21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
303
|
Private Capital Group
West Hartford,
Connecticut
|
$19K
|
+$20K
|
1
|
0%
|
New
|
|
|
304
|
Barrett Asset Management
New York
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
305
|
American Portfolios Advisors
Holbrook,
New York
|
$16.3K
|
+$15.3K
|
1
|
0%
|
New
|
|
|
306
|
Advisors Preferred
Rockville,
Maryland
|
$16K
|
-$58.2K
|
1
|
0.01%
|
Reduced
|
|
|
307
|
Pflug Koory
Omaha,
Nebraska
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
308
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$13K
|
+$5.7K
|
1
|
0%
|
Increased
|
|
|
309
|
Glassman Wealth Services
Vienna,
Virginia
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
310
|
Lenox Wealth Advisors
New York
|
$11K
|
+$10.2K
|
1
|
0%
|
New
|
|
|
311
|
Point72 Hong Kong
Hong Kong
|
$10K
|
+$9.27K
|
1
|
0.01%
|
New
|
|
|
312
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
313
|
Royce & Associates
New York
|
$10K
|
+$9.27K
|
1
|
0%
|
New
|
|
|
314
|
IFP Advisors
Tampa,
Florida
|
$9K
|
-$16.4K
|
2
|
0%
|
Reduced
|
|
|
315
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$7K
|
-$124K
|
1
|
0%
|
Reduced
|
|
|
316
|
TrueWealth LLC
Atlanta,
Georgia
|
$6K
|
+$5.4K
|
1
|
0%
|
New
|
|
|
317
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
318
|
Steward Partners Investment Advisory
New York
|
$5K
|
+$5.29K
|
1
|
0%
|
New
|
|
|
319
|
Brown Brothers Harriman & Co
New York
|
$4K
|
+$4.07K
|
1
|
0%
|
New
|
|
|
320
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4K
|
+$1.63K
|
1
|
0%
|
Increased
|
|
|
321
|
FNY Managed Accounts
New York
|
$3K
|
+$3.16K
|
1
|
0%
|
New
|
|
|
322
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$2.85K
|
1
|
0%
|
New
|
|
|
323
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
324
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
325
|
AssetMark Inc
Concord,
California
|
$2K
|
+$1.02K
|
1
|
0%
|
Increased
|
|