|
1
|
IFP Advisors
Tampa,
Florida
|
$303K
|
-$33.9K
|
-1,200
|
-10%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
-$1.2M
|
-42,609
|
-89%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$28
|
–
|
–
|
–
|
|
|
4
|
|
–
|
-$2.4B
|
-84,328,159
|
Closed
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$172M
|
-6,037,347
|
Closed
|
|
|
6
|
LPL Financial
San Diego,
California
|
–
|
-$25.2M
|
-885,990
|
Closed
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$24.5M
|
-858,516
|
Closed
|
|
|
8
|
|
–
|
-$23.8M
|
-835,589
|
Closed
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
–
|
-$17.2M
|
-604,365
|
Closed
|
|
|
10
|
Equitable Holdings
New York
|
–
|
-$16.3M
|
-573,202
|
Closed
|
|
|
11
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
–
|
-$13.5M
|
-476,265
|
Closed
|
|
|
12
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$12.5M
|
-438,311
|
Closed
|
|
|
13
|
|
–
|
-$11.5M
|
-403,453
|
Closed
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$8.95M
|
-314,309
|
Closed
|
|
|
15
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
–
|
-$8.39M
|
-294,663
|
Closed
|
|
|
16
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$7.11M
|
-249,418
|
Closed
|
|
|
17
|
|
–
|
-$6.57M
|
-230,694
|
Closed
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$5.78M
|
-202,764
|
Closed
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
–
|
-$5.65M
|
-198,373
|
Closed
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4.58M
|
-160,619
|
Closed
|
|
|
21
|
Lynx Capital Group
Beachwood,
Ohio
|
–
|
-$4.57M
|
-160,303
|
Closed
|
|
|
22
|
FF Advisors
Manhattan Beach,
California
|
–
|
-$4.23M
|
-148,382
|
Closed
|
|
|
23
|
Atria Wealth Solutions
New York
|
–
|
-$3.99M
|
-139,957
|
Closed
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$3.31M
|
-116,012
|
Closed
|
|
|
25
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$3.11M
|
-109,137
|
Closed
|
|
