|
1
|
Huntington National Bank
Columbus,
Ohio
|
$24
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
–
|
-$15.6M
|
-635,509
|
Closed
|
|
|
3
|
LPL Financial
San Diego,
California
|
–
|
-$9.94M
|
-405,428
|
Closed
|
|
|
4
|
|
–
|
-$7.88M
|
-321,254
|
Closed
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7.39M
|
-301,420
|
Closed
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$6.03M
|
-246,018
|
Closed
|
|
|
7
|
|
–
|
-$4.87M
|
-198,764
|
Closed
|
|
|
8
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$4.69M
|
-191,229
|
Closed
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$4.61M
|
-188,054
|
Closed
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$4.59M
|
-187,101
|
Closed
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$4.56M
|
-185,867
|
Closed
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$4.36M
|
-177,859
|
Closed
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$3.68M
|
-149,990
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.66M
|
-149,424
|
Closed
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$3.44M
|
-140,200
|
Closed
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$3.43M
|
-139,839
|
Closed
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$3.09M
|
-126,176
|
Closed
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.78M
|
-113,326
|
Closed
|
|
|
19
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$2.6M
|
-105,932
|
Closed
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$2.28M
|
-93,070
|
Closed
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$2.1M
|
-85,616
|
Closed
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$2.03M
|
-82,868
|
Closed
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$2M
|
-81,539
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$1.88M
|
-76,515
|
Closed
|
|
|
25
|
|
–
|
-$1.84M
|
-75,130
|
Closed
|
|
