|
1
|
IFP Advisors
Tampa,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$20.6M
|
-810,578
|
Closed
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$9.81M
|
-386,551
|
Closed
|
|
|
4
|
Rockefeller Capital Management
New York
|
–
|
-$8.3M
|
-327,052
|
Closed
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$8M
|
-314,966
|
Closed
|
|
|
6
|
Cerity Partners OCIO
New York
|
–
|
-$7.63M
|
-300,613
|
Closed
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$7.25M
|
-285,410
|
Closed
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$7.1M
|
-279,483
|
Closed
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
–
|
-$6.68M
|
-263,179
|
Closed
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$6.54M
|
-257,674
|
Closed
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.35M
|
-250,000
|
Closed
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
–
|
-$4.72M
|
-185,899
|
Closed
|
|
|
13
|
LPL Financial
San Diego,
California
|
–
|
-$3.29M
|
-129,575
|
Closed
|
|
|
14
|
|
–
|
-$3.01M
|
-118,634
|
Closed
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$2.08M
|
-81,941
|
Closed
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$1.84M
|
-72,501
|
Closed
|
|
|
17
|
InterOcean Capital Group
Nashville,
Tennessee
|
–
|
-$1.5M
|
-58,885
|
Closed
|
|
|
18
|
|
–
|
-$1.41M
|
-55,496
|
Closed
|
|
|
19
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$1.27M
|
-50,116
|
Closed
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.27M
|
-50,033
|
Closed
|
|
|
21
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
–
|
-$1.04M
|
-41,000
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$1M
|
-39,425
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$995K
|
-39,179
|
Closed
|
|
|
24
|
United Community Bank
Greenville,
South Carolina
|
–
|
-$903K
|
-35,550
|
Closed
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$672K
|
-26,453
|
Closed
|
|
