|
1
|
IMPACTfolio
Denver,
Colorado
|
$885K
|
+$986K
|
+27,951
|
New
|
|
|
2
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$870K
|
–
|
–
|
–
|
|
|
3
|
Biltmore Family Office
Charlotte,
North Carolina
|
$810K
|
-$802K
|
-22,721
|
-47%
|
|
|
4
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$720K
|
+$92.8K
|
+2,631
|
+13%
|
|
|
5
|
Financial Connections Group
Corte Madera,
California
|
$474K
|
+$63.3K
|
+1,795
|
+14%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$412K
|
+$459K
|
+13,011
|
New
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$335K
|
-$16.1K
|
-456
|
-4%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$227K
|
+$244K
|
+6,927
|
+2,862%
|
|
|
9
|
|
$203K
|
-$385K
|
-10,900
|
-63%
|
|
|
10
|
Pecaut & Co
Sioux City,
Iowa
|
$89K
|
-$17.2K
|
-486
|
-15%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
+$67.5K
|
+1,912
|
+1,951%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$63K
|
+$11.8K
|
+334
|
+20%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$34K
|
+$16.4K
|
+465
|
+76%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
15
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$7.54M
|
-207,124
|
Closed
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$354K
|
-9,716
|
Closed
|
|
|
20
|
Financial Insights
Tacoma,
Washington
|
–
|
-$205K
|
-5,643
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$49K
|
-1,346
|
Closed
|
|
|
22
|
First Community Trust
Dubuque,
Iowa
|
–
|
-$35K
|
-950
|
Closed
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$25.6K
|
-705
|
Closed
|
|
