|
1
|
IFP Advisors
Tampa,
Florida
|
$1.18M
|
-$42.8K
|
-1,813
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$11.5M
|
-486,298
|
Closed
|
|
|
3
|
|
–
|
-$10.7M
|
-454,164
|
Closed
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
–
|
-$8.35M
|
-353,104
|
Closed
|
|
|
5
|
|
–
|
-$7.7M
|
-325,523
|
Closed
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$6.68M
|
-282,925
|
Closed
|
|
|
7
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
–
|
-$6.22M
|
-263,217
|
Closed
|
|
|
8
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$5.9M
|
-249,429
|
Closed
|
|
|
9
|
LPL Financial
San Diego,
California
|
–
|
-$4.6M
|
-194,785
|
Closed
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$4.17M
|
-176,366
|
Closed
|
|
|
11
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
–
|
-$3.63M
|
-153,325
|
Closed
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$3.58M
|
-151,223
|
Closed
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$3.37M
|
-142,406
|
Closed
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$2.94M
|
-124,303
|
Closed
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$2.62M
|
-110,689
|
Closed
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$1.81M
|
-76,750
|
Closed
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$1.38M
|
-58,224
|
Closed
|
|
|
18
|
|
–
|
-$1.21M
|
-51,183
|
Closed
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$978K
|
-41,386
|
Closed
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$915K
|
-38,715
|
Closed
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$869K
|
-36,750
|
Closed
|
|
|
22
|
Rockefeller Capital Management
New York
|
–
|
-$855K
|
-36,153
|
Closed
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$786K
|
-33,232
|
Closed
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$782K
|
-33,076
|
Closed
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$764K
|
-32,298
|
Closed
|
|
