|
201
|
|
$4.71K
|
+$4.77K
|
+113
|
New
|
|
|
202
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.59K
|
+$3.63K
|
+86
|
New
|
|
|
203
|
Concord Wealth Partners
Abingdon,
Virginia
|
$36
|
–
|
–
|
–
|
|
|
204
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$48.2M
|
-1,083,013
|
Closed
|
|
|
205
|
Orion Capital Management
Coronado,
California
|
–
|
-$349K
|
-8,220
|
Closed
|
|
|
206
|
Keel Point
Huntsville,
Alabama
|
–
|
-$307K
|
-7,215
|
Closed
|
|
|
207
|
Watchman Group
Plano,
Texas
|
–
|
-$263K
|
-6,181
|
Closed
|
|
|
208
|
Renaissance Technologies
New York
|
–
|
-$261K
|
-6,140
|
Closed
|
|
|
209
|
UBS Group
Zurich,
Switzerland
|
–
|
-$187K
|
-4,410
|
Closed
|
|
|
210
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$110K
|
-2,588
|
Closed
|
|
|
211
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$52.4K
|
-1,233
|
Closed
|
|
|
212
|
Grand Wealth Management
Grand Rapids,
Michigan
|
–
|
-$45K
|
-1,058
|
Closed
|
|
|
213
|
GoalVest Advisory
New York
|
–
|
-$1.4K
|
-33
|
Closed
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$50
|
-1
|
Closed
|
|
|
215
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$43
|
-1
|
Closed
|
|
