|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$17.8M
|
-1,881,845
|
Closed
|
|
|
2
|
|
–
|
-$10.8M
|
-1,140,542
|
Closed
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$1.76M
|
-185,791
|
Closed
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$1.67M
|
-177,078
|
Closed
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$1.07M
|
-113,396
|
Closed
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.06M
|
-112,478
|
Closed
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.06M
|
-112,167
|
Closed
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$936K
|
-99,008
|
Closed
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$752K
|
-79,567
|
Closed
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$699K
|
-73,891
|
Closed
|
|
|
11
|
Park Avenue Securities
New York
|
–
|
-$694K
|
-73,407
|
Closed
|
|
|
12
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$632K
|
-66,806
|
Closed
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$614K
|
-64,993
|
Closed
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$563K
|
-59,602
|
Closed
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$449K
|
-47,523
|
Closed
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$428K
|
-45,322
|
Closed
|
|
|
17
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$372K
|
-39,384
|
Closed
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$348K
|
-36,767
|
Closed
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
–
|
-$336K
|
-35,528
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$322K
|
-34,098
|
Closed
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
–
|
-$302K
|
-31,896
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$171K
|
-18,134
|
Closed
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$150K
|
-15,908
|
Closed
|
|
|
24
|
|
–
|
-$119K
|
-12,550
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$116K
|
-12,306
|
Closed
|
|
