|
1
|
IFP Advisors
Tampa,
Florida
|
$1.62M
|
-$43.5K
|
-1,874
|
-3%
|
|
|
2
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$30M
|
-1,287,816
|
Closed
|
|
|
3
|
LPL Financial
San Diego,
California
|
–
|
-$11.3M
|
-485,443
|
Closed
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
–
|
-$10.8M
|
-463,737
|
Closed
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$7.61M
|
-326,654
|
Closed
|
|
|
6
|
|
–
|
-$6.57M
|
-282,165
|
Closed
|
|
|
7
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$6.37M
|
-273,675
|
Closed
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$6.27M
|
-269,313
|
Closed
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$5.32M
|
-228,305
|
Closed
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3.72M
|
-159,653
|
Closed
|
|
|
11
|
Carr Financial Group
Worcester,
Massachusetts
|
–
|
-$3.37M
|
-144,518
|
Closed
|
|
|
12
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$2.99M
|
-128,506
|
Closed
|
|
|
13
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$2.94M
|
-126,350
|
Closed
|
|
|
14
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$2.9M
|
-124,461
|
Closed
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$2.8M
|
-120,121
|
Closed
|
|
|
16
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$2.8M
|
-120,020
|
Closed
|
|
|
17
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
–
|
-$2.55M
|
-109,444
|
Closed
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$2.5M
|
-107,465
|
Closed
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$2.47M
|
-105,956
|
Closed
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$2.41M
|
-103,548
|
Closed
|
|
|
21
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
–
|
-$2.4M
|
-102,854
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2.36M
|
-101,486
|
Closed
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$2.33M
|
-100,076
|
Closed
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$2.25M
|
-96,488
|
Closed
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$2.12M
|
-91,002
|
Closed
|
|