|
501
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$287K
|
-9,008
|
Closed
|
|
|
502
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$210K
|
-6,570
|
Closed
|
|
|
503
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
–
|
-$184K
|
-5,766
|
Closed
|
|
|
504
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$111K
|
-3,557
|
Closed
|
|
|
505
|
|
–
|
-$31K
|
-1,000
|
Closed
|
|
|
506
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$31K
|
-972
|
Closed
|
|
|
507
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$26K
|
-800
|
Closed
|
|
|
508
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$24K
|
-750
|
Closed
|
|
|
509
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$19K
|
-582
|
Closed
|
|
|
510
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$18K
|
-563
|
Closed
|
|
|
511
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$8K
|
-258
|
Closed
|
|
|
512
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$7K
|
-212
|
Closed
|
|
|
513
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$5K
|
-172
|
Closed
|
|
|
514
|
Allworth Financial
Folsom,
California
|
–
|
-$4.73K
|
-152
|
-97%
|
|
|
515
|
Founders Capital Management (Texas)
Houston,
Texas
|
–
|
-$5K
|
-148
|
Closed
|
|
|
516
|
RPG Investment Advisory
Pleasanton,
California
|
–
|
-$4K
|
-125
|
Closed
|
|
|
517
|
Bell Investment Advisors
Oakland,
California
|
–
|
-$3K
|
-108
|
Closed
|
|
|
518
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$3K
|
-101
|
Closed
|
|
|
519
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$3K
|
-100
|
Closed
|
|
|
520
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$2K
|
-77
|
Closed
|
|
|
521
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$2.33K
|
-75
|
-82%
|
|
|
522
|
Cordant Inc
Portland,
Oregon
|
–
|
-$1K
|
-39
|
Closed
|
|
|
523
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$1K
|
-35
|
Closed
|
|
|
524
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$1K
|
-31
|
Closed
|
|
|
525
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
+$156
|
+5
|
New
|
|
