|
1
|
IFP Advisors
Tampa,
Florida
|
$3.35M
|
-$3.43M
|
-143,430
|
-51%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$1.91M
|
+$297K
|
+12,425
|
+18%
|
|
|
3
|
Journey Advisory Group
Covington,
Kentucky
|
$1.31M
|
–
|
–
|
–
|
|
|
4
|
Mattson Financial Services
Kentwood,
Michigan
|
$14.3K
|
–
|
–
|
–
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$2.89K
|
-$105K
|
-4,387
|
-97%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$120M
|
-4,985,855
|
Closed
|
|
|
7
|
HM Payson & Co
Portland,
Maine
|
–
|
-$89.7M
|
-3,738,458
|
Closed
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$84.1M
|
-3,502,931
|
Closed
|
|
|
9
|
|
–
|
-$83.6M
|
-3,483,427
|
Closed
|
|
|
10
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$46.7M
|
-1,945,160
|
Closed
|
|
|
11
|
LPL Financial
San Diego,
California
|
–
|
-$45.4M
|
-1,892,554
|
Closed
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
–
|
-$42M
|
-1,750,698
|
Closed
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$37.6M
|
-1,565,798
|
Closed
|
|
|
14
|
Renaissance Technologies
New York
|
–
|
-$37.2M
|
-1,551,571
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$31.9M
|
-1,328,892
|
Closed
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$28.8M
|
-1,198,830
|
Closed
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$26.4M
|
-1,099,857
|
Closed
|
|
|
18
|
First Western Trust Bank
Denver,
Colorado
|
–
|
-$25.2M
|
-1,051,583
|
Closed
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$21.7M
|
-905,926
|
Closed
|
|
|
20
|
Campbell Wealth Management
Alexandria,
Virginia
|
–
|
-$21.6M
|
-901,164
|
Closed
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$20.9M
|
-870,916
|
Closed
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$18.2M
|
-756,554
|
Closed
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
–
|
-$17.4M
|
-723,427
|
Closed
|
|
|
24
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
–
|
-$16.4M
|
-684,675
|
Closed
|
|
|
25
|
MV Capital Management
Bethesda,
Maryland
|
–
|
-$15.8M
|
-657,419
|
Closed
|
|
