|
1
|
SMI Advisory Services
Columbus,
Indiana
|
$1.35M
|
–
|
–
|
–
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$116K
|
+$4.24K
|
+200
|
+4%
|
|
|
3
|
Optimum Investment Advisors
Chicago,
Illinois
|
$21.2K
|
-$817K
|
-38,495
|
-97%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$21
|
–
|
–
|
–
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
–
|
-$83.1M
|
-3,922,091
|
Closed
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
–
|
-$53.4M
|
-2,521,728
|
Closed
|
|
|
7
|
|
–
|
-$51.9M
|
-2,450,646
|
Closed
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$51.3M
|
-2,421,909
|
Closed
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
–
|
-$41M
|
-1,933,911
|
Closed
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$39.8M
|
-1,877,990
|
Closed
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$38.3M
|
-1,808,273
|
Closed
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
–
|
-$36.2M
|
-1,681,576
|
Closed
|
|
|
13
|
LPL Financial
San Diego,
California
|
–
|
-$26M
|
-1,228,913
|
Closed
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$23.7M
|
-1,117,740
|
Closed
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$19.8M
|
-936,399
|
Closed
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$19.8M
|
-932,484
|
Closed
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$19M
|
-898,727
|
Closed
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$17.3M
|
-817,874
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$15.8M
|
-745,722
|
Closed
|
|
|
20
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$15.8M
|
-745,461
|
Closed
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$15.2M
|
-715,550
|
Closed
|
|
|
22
|
TLWM Financial
San Antonio,
Texas
|
–
|
-$15M
|
-705,513
|
Closed
|
|
|
23
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
–
|
-$13.7M
|
-644,613
|
Closed
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$13.2M
|
-623,571
|
Closed
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$12.8M
|
-603,230
|
Closed
|
|
