|
1
|
Charles Schwab
San Francisco,
California
|
$98.2M
|
+$2.82M
|
+111,780
|
+3%
|
|
|
2
|
|
$20.6M
|
+$9.64M
|
+381,708
|
+94%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$5.21M
|
+$12.2K
|
+484
|
+0.2%
|
|
|
4
|
Bangor Savings Bank
Bangor,
Maine
|
$1.13M
|
+$404K
|
+16,004
|
+59%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$840K
|
+$15.2K
|
+600
|
+2%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$816K
|
+$89.4K
|
+3,540
|
+13%
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$726K
|
+$35.2K
|
+1,392
|
+5%
|
|
|
8
|
InterOcean Capital
Chicago,
Illinois
|
$262K
|
+$253K
|
+10,000
|
New
|
|
|
9
|
|
$35K
|
–
|
–
|
–
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$22K
|
+$21.4K
|
+848
|
New
|
|
|
11
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$16K
|
+$15.7K
|
+620
|
New
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$14K
|
+$13.4K
|
+530
|
New
|
|
|
13
|
Ranch Capital Advisors
Sarasota,
Florida
|
$5K
|
+$5.05K
|
+200
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
+$3.89K
|
+154
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.98M
|
-124,658
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$125K
|
-5,214
|
Closed
|
|
|
17
|
Tompkins Financial
Ithaca,
New York
|
–
|
-$4K
|
-172
|
Closed
|
|
