|
1
|
Sellwood Investment Partners
Portland,
Oregon
|
$16.9M
|
+$17.3M
|
+463,923
|
New
|
|
|
2
|
Northwest Bancshares
Warren,
Pennsylvania
|
$5.98M
|
-$309K
|
-8,294
|
-5%
|
|
|
3
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.79M
|
+$179K
|
+4,813
|
+4%
|
|
|
4
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.03M
|
-$23.4K
|
-629
|
-0.6%
|
|
|
5
|
GenWealth Group
Maplewood,
New Jersey
|
$2.93M
|
-$47.3K
|
-1,272
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
+$318K
|
+8,556
|
+13%
|
|
|
7
|
Bruce G. Allen Investments
Denver,
Colorado
|
$1.41M
|
-$54.9K
|
-1,474
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$184K
|
+4,933
|
+16%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
-$131K
|
-3,524
|
-9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$630K
|
+$157K
|
+4,223
|
+32%
|
|
|
11
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$621K
|
-$63.9K
|
-1,716
|
-9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$581K
|
-$77.1K
|
-2,072
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$547K
|
-$681K
|
-18,287
|
-55%
|
|
|
14
|
Financial Insights
Tacoma,
Washington
|
$534K
|
+$262K
|
+7,051
|
+92%
|
|
|
15
|
Flynn Zito Capital Management
Garden City,
New York
|
$460K
|
-$4.58K
|
-123
|
-1%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$385K
|
-$1.53K
|
-41
|
-0.4%
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$380K
|
+$29.7K
|
+797
|
+8%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$219K
|
-$521
|
-14
|
-0.2%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$118K
|
–
|
–
|
–
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$109K
|
+$149
|
+4
|
+0.1%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$86.3K
|
+$372
|
+10
|
+0.4%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$24.9K
|
+$74
|
+2
|
+0.3%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8.47K
|
+$8.67K
|
+233
|
New
|
|
|
25
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$108K
|
-2,889
|
Closed
|
|
