|
201
|
Geneos Wealth Management
Englewood,
Colorado
|
$941
|
–
|
–
|
–
|
|
|
202
|
Center for Financial Planning
Southfied,
Michigan
|
$545
|
–
|
–
|
–
|
|
|
203
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$520
|
–
|
–
|
–
|
|
|
204
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$471
|
–
|
–
|
–
|
|
|
205
|
|
$471
|
+$473
|
+19
|
New
|
|
|
206
|
Mather Group
Chicago,
Illinois
|
$465
|
–
|
–
|
–
|
|
|
207
|
ICA Group Wealth Management
Denver,
Colorado
|
$372
|
–
|
–
|
–
|
|
|
208
|
WR Wealth Planners
Columbia,
Missouri
|
$223
|
–
|
–
|
–
|
|
|
209
|
Coppell Advisory Solutions
Coppell,
Texas
|
$198
|
+$199
|
+8
|
New
|
|
|
210
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$75
|
–
|
–
|
–
|
|
|
211
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$74
|
–
|
–
|
–
|
|
|
212
|
Huntington National Bank
Columbus,
Ohio
|
$37
|
–
|
–
|
–
|
|
|
213
|
Intact Investment Management
Montreal,
Quebec, Canada
|
–
|
-$20.4M
|
-875,500
|
Closed
|
|
|
214
|
Coronation Fund Managers
Cape Town,
South Africa
|
–
|
-$5.88M
|
-253,174
|
Closed
|
|
|
215
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
–
|
-$1.7M
|
-73,092
|
Closed
|
|
|
216
|
|
–
|
-$1.69M
|
-72,881
|
Closed
|
|
|
217
|
Renaissance Technologies
New York
|
–
|
-$1.66M
|
-71,252
|
Closed
|
|
|
218
|
|
–
|
-$329K
|
-14,171
|
Closed
|
|
|
219
|
Atria Wealth Solutions
New York
|
–
|
-$274K
|
-11,784
|
Closed
|
|
|
220
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
–
|
-$204K
|
-8,767
|
Closed
|
|
|
221
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$44.3K
|
-1,908
|
Closed
|
|
|
222
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
–
|
-$34.8K
|
-1,500
|
Closed
|
|
|
223
|
VanEck Associates
New York
|
–
|
-$28K
|
-1,200
|
Closed
|
|
|
224
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$4.69K
|
-202
|
Closed
|
|
|
225
|
Salomon & Ludwin
Richmond,
Virginia
|
–
|
-$3.83K
|
-165
|
Closed
|
|
