|
1326
|
IMPACTfolio
Denver,
Colorado
|
$634K
|
–
|
–
|
–
|
|
|
1327
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$633K
|
+$55.2K
|
+160
|
+10%
|
|
|
1328
|
Trust Point Inc
La Crosse,
Wisconsin
|
$633K
|
-$3.11K
|
-9
|
-0.5%
|
|
|
1329
|
Centerpoint Advisors
Needham,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
1330
|
Venturi Wealth Management
Austin,
Texas
|
$631K
|
-$23.5K
|
-68
|
-4%
|
|
|
1331
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$630K
|
+$492K
|
+1,425
|
+445%
|
|
|
1332
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$629K
|
–
|
–
|
–
|
|
|
1333
|
Park Place Capital
Homewood,
Alabama
|
$624K
|
-$30K
|
-87
|
-5%
|
|
|
1334
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$621K
|
-$257K
|
-745
|
-30%
|
|
|
1335
|
Boston Partners
Boston,
Massachusetts
|
$620K
|
-$10K
|
-29
|
-2%
|
|
|
1336
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$618K
|
-$7.59K
|
-22
|
-1%
|
|
|
1337
|
|
$617K
|
-$40.7K
|
-118
|
-6%
|
|
|
1338
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$617K
|
-$71.8K
|
-208
|
-11%
|
|
|
1339
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$616K
|
-$10.7K
|
-31
|
-2%
|
|
|
1340
|
Financial Advisors
Andover,
Massachusetts
|
$614K
|
–
|
–
|
–
|
|
|
1341
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$611K
|
+$690
|
+2
|
+0.1%
|
|
|
1342
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$608K
|
-$12.4K
|
-36
|
-2%
|
|
|
1343
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$605K
|
-$13.8K
|
-40
|
-2%
|
|
|
1344
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$603K
|
+$3.11K
|
+9
|
+0.5%
|
|
|
1345
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$602K
|
+$3.11K
|
+9
|
+0.5%
|
|
|
1346
|
Belpointe Asset Management
Reno,
Nevada
|
$597K
|
+$53.5K
|
+155
|
+10%
|
|
|
1347
|
Seed Wealth Management
Evanston,
Illinois
|
$596K
|
–
|
–
|
–
|
|
|
1348
|
Bollard Group
Boston,
Massachusetts
|
$594K
|
+$1.38K
|
+4
|
+0.2%
|
|
|
1349
|
Driehaus Capital Management
Chicago,
Illinois
|
$594K
|
+$185K
|
+537
|
+49%
|
|
|
1350
|
Apricus Wealth
Beaufort,
South Carolina
|
$594K
|
–
|
–
|
–
|
|
