|
1
|
Valeo Financial Advisors
Carmel,
Indiana
|
$237K
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$33.6M
|
-1,350,239
|
Closed
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$25.8M
|
-1,038,852
|
Closed
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
–
|
-$21.6M
|
-870,419
|
Closed
|
|
|
5
|
LPL Financial
San Diego,
California
|
–
|
-$16.8M
|
-677,847
|
Closed
|
|
|
6
|
|
–
|
-$15.8M
|
-637,007
|
Closed
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$15.5M
|
-622,342
|
Closed
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$13.8M
|
-554,047
|
Closed
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
–
|
-$13.7M
|
-551,859
|
Closed
|
|
|
10
|
MV Capital Management
Bethesda,
Maryland
|
–
|
-$13.7M
|
-550,979
|
Closed
|
|
|
11
|
Corda Investment Management
Houston,
Texas
|
–
|
-$12.3M
|
-492,995
|
Closed
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$11.3M
|
-453,557
|
Closed
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$8.21M
|
-330,649
|
Closed
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
–
|
-$7.99M
|
-321,472
|
Closed
|
|
|
15
|
Sigma Investment Counselors
Northville,
Michigan
|
–
|
-$7.81M
|
-314,218
|
Closed
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$7.62M
|
-306,519
|
Closed
|
|
|
17
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
–
|
-$7M
|
-281,747
|
Closed
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$6.71M
|
-269,926
|
Closed
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
–
|
-$6.6M
|
-265,563
|
Closed
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$6.36M
|
-255,892
|
Closed
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$6.33M
|
-254,840
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.32M
|
-254,424
|
Closed
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$6.19M
|
-249,168
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$6.01M
|
-241,743
|
Closed
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$5.06M
|
-203,599
|
Closed
|
|
