|
476
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$4.4K
|
–
|
–
|
–
|
|
|
477
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.79K
|
+$3.77K
|
+100
|
New
|
|
|
478
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$2.28K
|
–
|
–
|
–
|
|
|
479
|
The Family Firm
Bethesda,
Maryland
|
$2.09K
|
+$2.07K
|
+55
|
New
|
|
|
480
|
ORG Partners
Roanoke,
Indiana
|
$947
|
+$943
|
+25
|
New
|
|
|
481
|
Clean Yield Group
Norwich,
Vermont
|
$17
|
–
|
–
|
–
|
|
|
482
|
Bare Financial Services
Gap,
Pennsylvania
|
$2
|
–
|
–
|
–
|
|
|
483
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$927M
|
-24,096,157
|
Closed
|
|
|
484
|
Relative Value Partners Group
|
–
|
-$48.2M
|
-1,359,724
|
Closed
|
|
|
485
|
|
–
|
-$5.83M
|
-151,537
|
Closed
|
|
|
486
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$1.51M
|
-39,268
|
Closed
|
|
|
487
|
Cadence Bank
Tupelo,
Mississippi
|
–
|
-$775K
|
-20,154
|
Closed
|
|
|
488
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$696K
|
-18,100
|
Closed
|
|
|
489
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$590K
|
-15,336
|
Closed
|
|
|
490
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$418K
|
-10,855
|
Closed
|
|
|
491
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$392K
|
-10,199
|
Closed
|
|
|
492
|
Davidson Trust Company
Seattle,
Washington
|
–
|
-$334K
|
-8,692
|
Closed
|
|
|
493
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
–
|
-$210K
|
-5,465
|
Closed
|
|
|
494
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
–
|
-$203K
|
-5,271
|
Closed
|
|
|
495
|
Neuberger Berman Group
New York
|
–
|
-$203K
|
-5,268
|
Closed
|
|
|
496
|
Midwest Financial Group
Overland Park,
Kansas
|
–
|
-$202K
|
-5,256
|
Closed
|
|
|
497
|
M&T Bank
Buffalo,
New York
|
–
|
-$202K
|
-5,245
|
Closed
|
|
|
498
|
Prairiewood Capital
Fargo,
North Dakota
|
–
|
-$202K
|
-5,241
|
Closed
|
|
|
499
|
Pinnacle Associates
New York
|
–
|
-$201K
|
-5,227
|
Closed
|
|
|
500
|
True Wealth Design
Akron,
Ohio
|
–
|
-$101K
|
-2,633
|
Closed
|
|
