|
1
|
|
252 Mio. $
|
+26,5 Mio. $
|
+609.753
|
+12 %
|
|
|
2
|
IMPACTfolio
Denver,
Colorado
|
27,7 Mio. $
|
+756.849 $
|
+17.427
|
+3 %
|
|
|
3
|
LPL Financial
San Diego,
California
|
23,7 Mio. $
|
-2,5 Mio. $
|
-57.566
|
-10 %
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
22,8 Mio. $
|
+660.218 $
|
+15.202
|
+3 %
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
18 Mio. $
|
+1,89 Mio. $
|
+43.525
|
+12 %
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
16,4 Mio. $
|
-1,29 Mio. $
|
-29.607
|
-7 %
|
|
|
7
|
|
15,9 Mio. $
|
-163.469 $
|
-3.764
|
-1 %
|
|
|
8
|
|
13,7 Mio. $
|
+568.886 $
|
+13.099
|
+4 %
|
|
|
9
|
Allworth Financial
Folsom,
California
|
11,8 Mio. $
|
+681.673 $
|
+15.696
|
+6 %
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
7,52 Mio. $
|
+179.234 $
|
+4.127
|
+2 %
|
|
|
11
|
|
7 Mio. $
|
-3,33 Mio. $
|
-76.696
|
-32 %
|
|
|
12
|
|
6,96 Mio. $
|
+166.205 $
|
+3.827
|
+2 %
|
|
|
13
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
6,63 Mio. $
|
+391.041 $
|
+9.004
|
+6 %
|
|
|
14
|
Decker Retirement Planning
Levi,
Utah
|
4,48 Mio. $
|
+863.035 $
|
+19.872
|
+24 %
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
4,34 Mio. $
|
+629.948 $
|
+14.505
|
+17 %
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
4,19 Mio. $
|
+281.815 $
|
+6.489
|
+7 %
|
|
|
17
|
SoFi Wealth
San Francisco,
California
|
4,07 Mio. $
|
+653.921 $
|
+15.057
|
+19 %
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
4,06 Mio. $
|
+632.163 $
|
+14.556
|
+18 %
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
3,78 Mio. $
|
+707.079 $
|
+16.281
|
+23 %
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
3,42 Mio. $
|
+652.618 $
|
+15.027
|
+24 %
|
|
|
21
|
Xena Financial Planning
Portland,
Oregon
|
3,33 Mio. $
|
+1,35 Mio. $
|
+30.979
|
+68 %
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
3,33 Mio. $
|
+40.737 $
|
+938
|
+1 %
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
3,31 Mio. $
|
+1,55 Mio. $
|
+35.769
|
+89 %
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
3,24 Mio. $
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
3,2 Mio. $
|
+312.998 $
|
+7.207
|
+11 %
|
|
