|
1
|
IMPACTfolio
Denver,
Colorado
|
$11.6M
|
+$11.3M
|
+329,666
|
New
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.67M
|
-$9.3K
|
-271
|
-0.2%
|
|
|
3
|
Advisory Services Network
Atlanta,
Georgia
|
$2.9M
|
+$485K
|
+14,126
|
+21%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.81M
|
+$70.6K
|
+2,057
|
+3%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
+$422K
|
+12,300
|
+23%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.17M
|
+$199K
|
+5,794
|
+10%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.17M
|
-$3.14M
|
-91,599
|
-60%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$130K
|
+3,796
|
+9%
|
|
|
9
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$820K
|
–
|
–
|
–
|
|
|
10
|
Arjuna Capital
Durham,
North Carolina
|
$795K
|
+$2.02K
|
+59
|
+0.3%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$621K
|
+$608K
|
+17,726
|
New
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$583K
|
+$2.95K
|
+86
|
+0.5%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$558K
|
-$509K
|
-14,818
|
-48%
|
|
|
14
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$458K
|
-$4.98K
|
-145
|
-1%
|
|
|
15
|
Denver Wealth Management
Denver,
Colorado
|
$382K
|
+$374K
|
+10,906
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$358K
|
+$87.1K
|
+2,539
|
+33%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$340K
|
+$87.1K
|
+2,537
|
+35%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$334K
|
+$327K
|
+9,536
|
New
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$298K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$296K
|
-$1.2M
|
-34,885
|
-81%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$226K
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$144K
|
+$141K
|
+4,104
|
New
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$78K
|
+$755
|
+22
|
+1%
|
|
|
24
|
|
$70K
|
–
|
–
|
–
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$56.8K
|
+$39.6K
|
+1,153
|
+246%
|
|
