|
1
|
IFP Advisors
Tampa,
Florida
|
$222K
|
-$108K
|
-5,116
|
-33%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$203K
|
-$275
|
-13
|
-0.1%
|
|
|
3
|
Mattson Financial Services
Kentwood,
Michigan
|
$13.9K
|
–
|
–
|
–
|
|
|
4
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$275
|
-$156K
|
-7,404
|
-100%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$42
|
–
|
–
|
–
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
–
|
-$624M
|
-29,579,723
|
Closed
|
|
|
7
|
LPL Financial
San Diego,
California
|
–
|
-$87.2M
|
-4,128,956
|
Closed
|
|
|
8
|
TruWealth Advisors
Metairie,
Louisiana
|
–
|
-$85.5M
|
-4,046,441
|
Closed
|
|
|
9
|
|
–
|
-$72.4M
|
-3,426,114
|
Closed
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
–
|
-$66M
|
-3,123,763
|
Closed
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$64.6M
|
-3,057,025
|
Closed
|
|
|
12
|
Renaissance Technologies
New York
|
–
|
-$44.1M
|
-2,088,700
|
Closed
|
|
|
13
|
|
–
|
-$42.5M
|
-2,012,940
|
Closed
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$36.3M
|
-1,717,305
|
Closed
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
–
|
-$31.7M
|
-1,499,515
|
Closed
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$28.5M
|
-1,351,668
|
Closed
|
|
|
17
|
Campbell Wealth Management
Alexandria,
Virginia
|
–
|
-$26.3M
|
-1,247,335
|
Closed
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$25.4M
|
-1,202,934
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$23.5M
|
-1,112,426
|
Closed
|
|
|
20
|
Kaye Capital Management
El Segundo,
California
|
–
|
-$22.5M
|
-1,065,353
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$22.2M
|
-1,052,907
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$20.3M
|
-959,278
|
Closed
|
|
|
23
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$19M
|
-900,692
|
Closed
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$18.3M
|
-866,092
|
Closed
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$17.7M
|
-839,114
|
Closed
|
|
