|
176
|
Root Financial Partners
Encinitas,
California
|
$960
|
+$977
|
+22
|
New
|
|
|
177
|
Caitong International Asset Management
Hong Kong
|
$349
|
+$355
|
+8
|
New
|
|
|
178
|
GoalVest Advisory
New York
|
$174
|
–
|
–
|
–
|
|
|
179
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$315K
|
-68,000
|
Closed
|
|
|
180
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$1.84M
|
-39,488
|
Closed
|
|
|
181
|
|
–
|
-$607K
|
-13,024
|
Closed
|
|
|
182
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$433K
|
-9,294
|
Closed
|
|
|
183
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$291K
|
-6,238
|
Closed
|
|
|
184
|
Principal Street Partners
Memphis,
Tennessee
|
–
|
-$288K
|
-6,174
|
Closed
|
|
|
185
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$274K
|
-5,883
|
Closed
|
|
|
186
|
Aaron Wealth Advisors
Chicago,
Illinois
|
–
|
-$259K
|
-5,564
|
Closed
|
|
|
187
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$223K
|
-4,777
|
Closed
|
|
|
188
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
–
|
-$210K
|
-4,516
|
Closed
|
|
|
189
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$206K
|
-4,425
|
Closed
|
|
|
190
|
V-Square Quantitative Management
Chicago,
Illinois
|
–
|
-$189K
|
-4,065
|
Closed
|
|
|
191
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$89.7K
|
-1,925
|
Closed
|
|
|
192
|
Sierra Ocean
Ripon,
California
|
–
|
-$52.8K
|
-1,132
|
Closed
|
|
|
193
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$38.6K
|
-829
|
Closed
|
|
|
194
|
Barclays
London,
United Kingdom
|
–
|
-$38.1K
|
-818
|
Closed
|
|
|
195
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$24.8K
|
-531
|
Closed
|
|
|
196
|
Whittier Trust
South Pasadena,
California
|
–
|
-$15.6K
|
-334
|
Closed
|
|
|
197
|
Brown Brothers Harriman & Co
New York
|
–
|
-$14.3K
|
-306
|
Closed
|
|
|
198
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$12.2K
|
-269
|
Closed
|
|
|
199
|
Hoese & Co
Glencoe,
Minnesota
|
–
|
-$11.7K
|
-250
|
Closed
|
|
|
200
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$11.5K
|
-246
|
Closed
|
|
