|
1
|
Charles Schwab
San Francisco,
California
|
$115M
|
+$3.76M
|
+141,736
|
+3%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.41M
|
+$4.34M
|
+163,404
|
+429%
|
|
|
3
|
TRUADVICE
Sarasota,
Florida
|
$3.61M
|
+$3.6M
|
+135,644
|
New
|
|
|
4
|
|
$2.73M
|
-$3.84M
|
-144,540
|
-59%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.56M
|
-$1.22M
|
-45,788
|
-32%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.24M
|
+$984K
|
+37,062
|
+403%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1.04M
|
-$62.4K
|
-2,350
|
-6%
|
|
|
8
|
Bangor Savings Bank
Bangor,
Maine
|
$995K
|
-$365K
|
-13,750
|
-27%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$697K
|
-$49.3K
|
-1,858
|
-7%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$479K
|
+$478K
|
+17,998
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$317K
|
+$314K
|
+11,818
|
New
|
|
|
12
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$93K
|
+$75.1K
|
+2,830
|
+456%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$56K
|
+$51.2K
|
+1,928
|
+1,252%
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$50K
|
+$49.2K
|
+1,854
|
New
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$49K
|
+$49.1K
|
+1,848
|
New
|
|
|
16
|
|
$36K
|
-$3.77K
|
-142
|
-10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$914K
|
-34,626
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$112K
|
-4,234
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$9K
|
-350
|
Closed
|
|
