|
1
|
|
$252M
|
+$26.5M
|
+609,753
|
+12%
|
|
|
2
|
IMPACTfolio
Denver,
Colorado
|
$27.7M
|
+$757K
|
+17,427
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.7M
|
-$2.5M
|
-57,566
|
-10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
+$660K
|
+15,202
|
+3%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$18M
|
+$1.89M
|
+43,525
|
+12%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.4M
|
-$1.29M
|
-29,607
|
-7%
|
|
|
7
|
|
$15.9M
|
-$163K
|
-3,764
|
-1%
|
|
|
8
|
|
$13.7M
|
+$569K
|
+13,099
|
+4%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$11.8M
|
+$682K
|
+15,696
|
+6%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$7.52M
|
+$179K
|
+4,127
|
+2%
|
|
|
11
|
|
$7M
|
-$3.33M
|
-76,696
|
-32%
|
|
|
12
|
|
$6.96M
|
+$166K
|
+3,827
|
+2%
|
|
|
13
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$6.63M
|
+$391K
|
+9,004
|
+6%
|
|
|
14
|
Decker Retirement Planning
Levi,
Utah
|
$4.48M
|
+$863K
|
+19,872
|
+24%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$4.34M
|
+$630K
|
+14,505
|
+17%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.19M
|
+$282K
|
+6,489
|
+7%
|
|
|
17
|
SoFi Wealth
San Francisco,
California
|
$4.07M
|
+$654K
|
+15,057
|
+19%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$4.06M
|
+$632K
|
+14,556
|
+18%
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.78M
|
+$707K
|
+16,281
|
+23%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.42M
|
+$653K
|
+15,027
|
+24%
|
|
|
21
|
Xena Financial Planning
Portland,
Oregon
|
$3.33M
|
+$1.35M
|
+30,979
|
+68%
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
$3.33M
|
+$40.7K
|
+938
|
+1%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$3.31M
|
+$1.55M
|
+35,769
|
+89%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$3.24M
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$3.2M
|
+$313K
|
+7,207
|
+11%
|
|
