|
201
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
202
|
Whittier Trust
South Pasadena,
California
|
$3K
|
-$65.4K
|
-2,633
|
-95%
|
|
|
203
|
Meeder Asset Management
Dublin,
Ohio
|
$3K
|
-$2.58K
|
-104
|
-47%
|
|
|
204
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3K
|
-$2.58K
|
-104
|
-47%
|
|
|
205
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
206
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
207
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
208
|
|
$3K
|
+$149
|
+6
|
+7%
|
|
|
209
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
+$1.74K
|
+70
|
+200%
|
|
|
210
|
Glassman Wealth Services
Vienna,
Virginia
|
$3K
|
+$2.11K
|
+85
|
+773%
|
|
|
211
|
Synovus Financial
Columbus,
Georgia
|
$2K
|
-$14.7K
|
-591
|
-84%
|
|
|
212
|
|
$2K
|
–
|
–
|
–
|
|
|
213
|
Gemmer Asset Management
Walnut Creek,
California
|
$2K
|
–
|
–
|
–
|
|
|
214
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
215
|
TrueWealth LLC
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
216
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1K
|
+$99
|
+4
|
+21%
|
|
|
217
|
Raffa Wealth Management
Washington,
District of Columbia
|
$877
|
+$348
|
+14
|
+78%
|
|
|
218
|
Woodline Partners
San Francisco,
California
|
–
|
-$10.1M
|
-472,310
|
Closed
|
|
|
219
|
|
–
|
-$3.02M
|
-121,572
|
Closed
|
|
|
220
|
Citadel Advisors
Miami,
Florida
|
–
|
-$913K
|
-36,742
|
Closed
|
|
|
221
|
AMP Capital Investors
Sydney,
Australia
|
–
|
-$698K
|
-32,759
|
Closed
|
|
|
222
|
Oppenheimer & Co
New York
|
–
|
-$641K
|
-30,000
|
Closed
|
|
|
223
|
Two Sigma Investments
New York
|
–
|
-$596K
|
-27,883
|
Closed
|
|
|
224
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$438K
|
-20,485
|
Closed
|
|
|
225
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$380K
|
-17,782
|
Closed
|
|
