|
1
|
IFP Advisors
Tampa,
Florida
|
$1.96M
|
+$60.7K
|
+2,604
|
+3%
|
|
|
2
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.47M
|
+$1.46M
|
+62,744
|
New
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
–
|
-$120M
|
-5,143,296
|
Closed
|
|
|
4
|
|
–
|
-$85M
|
-3,637,216
|
Closed
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$84.3M
|
-3,607,395
|
Closed
|
|
|
6
|
LPL Financial
San Diego,
California
|
–
|
-$69.7M
|
-2,982,206
|
Closed
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$55.6M
|
-2,379,201
|
Closed
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$30.8M
|
-1,317,353
|
Closed
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
–
|
-$29.3M
|
-1,255,416
|
Closed
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$28.6M
|
-1,223,317
|
Closed
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
–
|
-$27M
|
-1,153,804
|
Closed
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$26.1M
|
-1,114,964
|
Closed
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$23.7M
|
-1,013,478
|
Closed
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$23.4M
|
-1,001,688
|
Closed
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$21.8M
|
-935,003
|
Closed
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$20.8M
|
-891,071
|
Closed
|
|
|
17
|
Denver PWM
Denver,
Colorado
|
–
|
-$20.4M
|
-875,267
|
Closed
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$20.1M
|
-864,560
|
Closed
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$19.4M
|
-829,363
|
Closed
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$19.1M
|
-818,559
|
Closed
|
|
|
21
|
Horizon Advisory Services
West Henrietta,
New York
|
–
|
-$19M
|
-812,269
|
Closed
|
|
|
22
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
–
|
-$17M
|
-726,014
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$16.5M
|
-704,703
|
Closed
|
|
|
24
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$16M
|
-685,573
|
Closed
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$16M
|
-683,168
|
Closed
|
|
