|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$701K
|
–
|
–
|
–
|
|
|
27
|
Parkside Investments
Deerfield,
Illinois
|
$557K
|
+$224K
|
+10,984
|
+62%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$523K
|
-$90.8K
|
-4,446
|
-14%
|
|
|
29
|
First Western Trust Bank
Denver,
Colorado
|
$472K
|
+$495K
|
+24,224
|
New
|
|
|
30
|
Cerity Partners Retirement Plan Advisors
New York
|
$460K
|
+$495K
|
+24,224
|
New
|
|
|
31
|
NIA Impact Advisors
Berkeley,
California
|
$458K
|
-$486K
|
-23,809
|
-50%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$405K
|
–
|
–
|
–
|
|
|
33
|
|
$351K
|
+$4.88K
|
+239
|
+1%
|
|
|
34
|
Caprock Group
Boise,
Idaho
|
$293K
|
–
|
–
|
–
|
|
|
35
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$253K
|
–
|
–
|
–
|
|
|
36
|
Naviter Wealth
Little Rock,
Arkansas
|
$245K
|
+$6.95K
|
+340
|
+3%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
-$208K
|
-10,203
|
-48%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$213K
|
+$223K
|
+10,907
|
New
|
|
|
39
|
Colorado Capital Management
Boulder,
Colorado
|
$199K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$138K
|
+$39.3K
|
+1,924
|
+37%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$132K
|
-$628K
|
-30,736
|
-82%
|
|
|
42
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$126K
|
+$135K
|
+6,622
|
New
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
$40.3K
|
+$41
|
+2
|
+0.1%
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$33.4K
|
–
|
–
|
–
|
|
|
45
|
Financial Avengers
Oakland,
California
|
$30.3K
|
–
|
–
|
–
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$27.5K
|
–
|
–
|
–
|
|
|
47
|
Franklin Resources
San Mateo,
California
|
$19.5K
|
–
|
–
|
–
|
|
|
48
|
Millstone Evans Group
Boulder,
Colorado
|
$6.76K
|
–
|
–
|
–
|
|
|
49
|
Clean Yield Group
Norwich,
Vermont
|
$6.51K
|
–
|
–
|
–
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
