|
1
|
Journey Advisory Group
Covington,
Kentucky
|
$8.02M
|
–
|
–
|
–
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$6.2M
|
+$628K
|
+24,966
|
+11%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$48
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$137M
|
-5,437,132
|
Closed
|
|
|
5
|
|
–
|
-$71.8M
|
-2,848,348
|
Closed
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
–
|
-$68.1M
|
-2,701,434
|
Closed
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
–
|
-$59.1M
|
-2,344,993
|
Closed
|
|
|
8
|
LPL Financial
San Diego,
California
|
–
|
-$43.1M
|
-1,708,177
|
Closed
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$41.4M
|
-1,640,832
|
Closed
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$31.6M
|
-1,251,667
|
Closed
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$31.5M
|
-1,250,521
|
Closed
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
–
|
-$29.6M
|
-1,173,786
|
Closed
|
|
|
13
|
Renaissance Technologies
New York
|
–
|
-$28.2M
|
-1,118,200
|
Closed
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
–
|
-$27.7M
|
-1,101,714
|
Closed
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$27.5M
|
-1,092,742
|
Closed
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$26M
|
-1,032,323
|
Closed
|
|
|
17
|
Summitry LLC
Foster City,
California
|
–
|
-$24.7M
|
-979,230
|
Closed
|
|
|
18
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
–
|
-$24M
|
-950,120
|
Closed
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
–
|
-$20.8M
|
-825,986
|
Closed
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
–
|
-$20.3M
|
-805,215
|
Closed
|
|
|
21
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
–
|
-$17.6M
|
-697,542
|
Closed
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$16.8M
|
-668,032
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$16.6M
|
-659,020
|
Closed
|
|
|
24
|
Keeler Thomas Management
Orem,
Utah
|
–
|
-$16.1M
|
-637,654
|
Closed
|
|
|
25
|
Summit Asset Management
Memphis,
Tennessee
|
–
|
-$15.1M
|
-597,351
|
Closed
|
|
