|
1
|
IMPACTfolio
Denver,
Colorado
|
$15.2M
|
+$14.6M
|
+471,824
|
+1,131%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.09M
|
-$64.5K
|
-2,080
|
-0.9%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.5M
|
+$3.41K
|
+110
|
+0.1%
|
|
|
4
|
PFG Investments
Woodbury,
New York
|
$4.75M
|
+$62.1K
|
+2,003
|
+1%
|
|
|
5
|
Colorado Capital Management
Boulder,
Colorado
|
$2.51M
|
+$87.7K
|
+2,828
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.07M
|
+$7.82K
|
+252
|
+0.4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
-$945K
|
-30,486
|
-31%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
-$76.2K
|
-2,458
|
-5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
-$125K
|
-4,015
|
-10%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$983K
|
+$453K
|
+14,600
|
+78%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$612K
|
+$3.47K
|
+112
|
+0.5%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$582K
|
–
|
–
|
–
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$572K
|
-$176K
|
-5,680
|
-23%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$540K
|
+$568K
|
+18,324
|
New
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$456K
|
+$42.8K
|
+1,381
|
+10%
|
|
|
16
|
ETFidea
Syracuse,
New York
|
$408K
|
+$6.05K
|
+195
|
+1%
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$389K
|
-$868
|
-28
|
-0.2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$358K
|
–
|
–
|
–
|
|
|
19
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$352K
|
-$48.5K
|
-1,563
|
-12%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$332K
|
–
|
–
|
–
|
|
|
21
|
Arjuna Capital
Durham,
North Carolina
|
$291K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
23
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$284K
|
–
|
–
|
–
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$251K
|
+$44.6K
|
+1,438
|
+20%
|
|
|
25
|
Denver Wealth Management
Denver,
Colorado
|
$229K
|
+$9.55K
|
+308
|
+4%
|
|
