|
1
|
IMPACTfolio
Denver,
Colorado
|
$12.9M
|
+$2.58M
|
+81,714
|
+25%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.17M
|
-$19.7K
|
-623
|
-0.5%
|
|
|
3
|
Advisory Services Network
Atlanta,
Georgia
|
$3.71M
|
+$1.12M
|
+35,378
|
+43%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.48M
|
+$3.3M
|
+104,405
|
+1,621%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.35M
|
+$1.41M
|
+44,779
|
+72%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
+$104K
|
+3,293
|
+5%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$56.7K
|
+1,797
|
+3%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$1.32M
|
+$772K
|
+24,446
|
+138%
|
|
|
9
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$734K
|
–
|
–
|
–
|
|
|
10
|
Arjuna Capital
Durham,
North Carolina
|
$727K
|
+$14.7K
|
+466
|
+2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$491K
|
-$31.3K
|
-992
|
-6%
|
|
|
12
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$446K
|
+$448K
|
+14,199
|
New
|
|
|
13
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$411K
|
+$253
|
+8
|
+0.1%
|
|
|
14
|
|
$401K
|
+$404K
|
+12,785
|
New
|
|
|
15
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$361K
|
+$61.9K
|
+1,960
|
+21%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$353K
|
+$33.1K
|
+1,049
|
+10%
|
|
|
17
|
ETFidea
Syracuse,
New York
|
$342K
|
+$344K
|
+10,886
|
New
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$324K
|
+$20.2K
|
+641
|
+7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
-$2.35M
|
-74,406
|
-93%
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$70K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$64K
|
+$64.1K
|
+2,031
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$50.9K
|
–
|
–
|
–
|
|
|
23
|
Concord Wealth Partners
Abingdon,
Virginia
|
$22K
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$1.57M
|
-44,830
|
Closed
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$558K
|
-15,936
|
Closed
|
|
