|
1
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$598K
|
–
|
–
|
–
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$31.5M
|
-2,094,273
|
Closed
|
|
|
3
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$5.74M
|
-382,158
|
Closed
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.19M
|
-212,586
|
Closed
|
|
|
5
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
–
|
-$3.18M
|
-211,851
|
Closed
|
|
|
6
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
–
|
-$3M
|
-199,700
|
Closed
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.97M
|
-197,525
|
Closed
|
|
|
8
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
–
|
-$1.32M
|
-87,956
|
Closed
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1.25M
|
-83,500
|
Closed
|
|
|
10
|
|
–
|
-$1.24M
|
-82,717
|
Closed
|
|
|
11
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
–
|
-$1.09M
|
-72,771
|
Closed
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$978K
|
-65,071
|
Closed
|
|
|
13
|
Roundview Capital
Princeton,
New Jersey
|
–
|
-$843K
|
-56,109
|
Closed
|
|
|
14
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$798K
|
-53,100
|
Closed
|
|
|
15
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$776K
|
-51,612
|
Closed
|
|
|
16
|
Lantz Financial
Naperville,
Illinois
|
–
|
-$770K
|
-51,249
|
Closed
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
-$673K
|
-44,803
|
Closed
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$664K
|
-44,167
|
Closed
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$642K
|
-42,746
|
Closed
|
|
|
20
|
Magnus Financial Group
New York
|
–
|
-$568K
|
-37,760
|
Closed
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$557K
|
-37,055
|
Closed
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$481K
|
-31,971
|
Closed
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$443K
|
-29,452
|
Closed
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$408K
|
-27,188
|
Closed
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$401K
|
-26,691
|
Closed
|
|