|
1
|
|
$226M
|
-$4.28M
|
-97,414
|
-2%
|
|
|
2
|
IMPACTfolio
Denver,
Colorado
|
$27M
|
+$812K
|
+18,500
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$803K
|
+18,291
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$1.17M
|
+26,615
|
+6%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.7M
|
-$1.07M
|
-24,279
|
-6%
|
|
|
6
|
|
$16.2M
|
+$476K
|
+10,838
|
+3%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.9M
|
+$2.23M
|
+50,841
|
+16%
|
|
|
8
|
|
$13.1M
|
+$105K
|
+2,393
|
+0.8%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$11.2M
|
+$745K
|
+16,968
|
+7%
|
|
|
10
|
|
$10.3M
|
+$10.4M
|
+237,767
|
New
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$7.35M
|
+$599K
|
+13,647
|
+9%
|
|
|
12
|
|
$6.81M
|
-$25.9K
|
-590
|
-0.4%
|
|
|
13
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$6.25M
|
+$647K
|
+14,736
|
+11%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.61M
|
+$2.3M
|
+52,401
|
+68%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.91M
|
-$78.4K
|
-1,787
|
-2%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$3.72M
|
+$206K
|
+4,688
|
+6%
|
|
|
17
|
Decker Retirement Planning
Levi,
Utah
|
$3.62M
|
+$511K
|
+11,641
|
+16%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$3.43M
|
-$132K
|
-3,002
|
-4%
|
|
|
19
|
SoFi Wealth
San Francisco,
California
|
$3.42M
|
+$933K
|
+21,255
|
+37%
|
|
|
20
|
Archer Investment Management
Austin,
Texas
|
$3.29M
|
+$2.9M
|
+66,015
|
+680%
|
|
|
21
|
Jordan Park Group
San Francisco,
California
|
$3.25M
|
–
|
–
|
–
|
|
|
22
|
Retirement Capital Strategies
San Jose,
California
|
$3.11M
|
+$82.1K
|
+1,871
|
+3%
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.08M
|
-$536K
|
-12,199
|
-15%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3M
|
-$60.3K
|
-1,374
|
-2%
|
|
|
25
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.98M
|
-$125K
|
-2,838
|
-4%
|
|
