|
1
|
SOA Wealth Advisors
New York
|
$320K
|
-$626K
|
-34,285
|
-66%
|
|
|
2
|
AllSquare Wealth Management
Albany,
New York
|
$49K
|
-$98K
|
-5,333
|
-67%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$38K
|
+$38K
|
+2,100
|
New
|
|
|
4
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$3.27M
|
-540,894
|
Closed
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$3M
|
-495,501
|
Closed
|
|
|
6
|
|
–
|
-$2.93M
|
-484,330
|
Closed
|
|
|
7
|
America First Investment Advisors
Omaha,
Nebraska
|
–
|
-$2.21M
|
-365,790
|
Closed
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$1.99M
|
-329,227
|
Closed
|
|
|
9
|
Bluefin Capital Management
New York
|
–
|
-$1.15M
|
-189,729
|
Closed
|
|
|
10
|
Samalin Investment Counsel
Chappaqua,
New York
|
–
|
-$1.14M
|
-188,440
|
Closed
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.04M
|
-172,719
|
Closed
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$984K
|
-162,576
|
Closed
|
|
|
13
|
LPL Financial
San Diego,
California
|
–
|
-$856K
|
-141,520
|
Closed
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$794K
|
-131,213
|
Closed
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$777K
|
-128,390
|
Closed
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$691K
|
-114,205
|
Closed
|
|
|
17
|
Rockefeller Capital Management
New York
|
–
|
-$653K
|
-107,942
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$646K
|
-106,876
|
Closed
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$618K
|
-102,100
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$605K
|
-99,978
|
Closed
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$407K
|
-67,340
|
Closed
|
|
|
22
|
Royal Capital Wealth Management
Carmel,
Indiana
|
–
|
-$398K
|
-65,799
|
Closed
|
|
|
23
|
XML Financial
Bethesda,
Maryland
|
–
|
-$334K
|
-55,250
|
Closed
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$326K
|
-54,045
|
Closed
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$325K
|
-53,704
|
Closed
|
|
