|
401
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
402
|
Ballast Advisors
Woodbury,
Minnesota
|
$453
|
–
|
–
|
–
|
|
|
403
|
Naples Money Management
Naples,
Florida
|
$446
|
–
|
–
|
–
|
|
|
404
|
Abound Wealth Management
Franklin,
Tennessee
|
$410
|
–
|
–
|
–
|
|
|
405
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$326
|
+$312
|
+8
|
New
|
|
|
406
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$306
|
-$20.8K
|
-532
|
-99%
|
|
|
407
|
Tucker Asset Management
Littleton,
Colorado
|
$244
|
+$234
|
+6
|
New
|
|
|
408
|
Concord Wealth Partners
Abingdon,
Virginia
|
$81
|
-$58.5K
|
-1,498
|
-100%
|
|
|
409
|
Huntington National Bank
Columbus,
Ohio
|
$81
|
–
|
–
|
–
|
|
|
410
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$41
|
+$39
|
+1
|
New
|
|
|
411
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
–
|
-$15.5M
|
-395,094
|
Closed
|
|
|
412
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$5.42M
|
-138,337
|
Closed
|
|
|
413
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$2.37M
|
-60,515
|
Closed
|
|
|
414
|
|
–
|
-$2.07M
|
-52,708
|
Closed
|
|
|
415
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$1.32M
|
-33,716
|
Closed
|
|
|
416
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$1.03M
|
-26,227
|
Closed
|
|
|
417
|
Reitz Capital Advisors
Freeland,
Michigan
|
–
|
-$803K
|
-20,488
|
Closed
|
|
|
418
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
–
|
-$600K
|
-15,322
|
Closed
|
|
|
419
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$571K
|
-14,565
|
Closed
|
|
|
420
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$544K
|
-13,881
|
Closed
|
|
|
421
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$495K
|
-12,631
|
Closed
|
|
|
422
|
Financial Life Advisors
San Antonio,
Texas
|
–
|
-$441K
|
-11,264
|
Closed
|
|
|
423
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$426K
|
-10,729
|
Closed
|
|
|
424
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$426K
|
-10,729
|
Closed
|
|
|
425
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$377K
|
-9,619
|
Closed
|
|
