|
1476
|
IMPACTfolio
Denver,
Colorado
|
$299K
|
+$36.3K
|
+416
|
+15%
|
|
|
1477
|
Willis Johnson & Associates
Houston,
Texas
|
$299K
|
+$280K
|
+3,200
|
New
|
|
|
1478
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$299K
|
-$69.9K
|
-800
|
-20%
|
|
|
1479
|
Court Place Advisors
Ellicott City,
Maryland
|
$299K
|
–
|
–
|
–
|
|
|
1480
|
Morangie Management
Vero Beach,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
1481
|
Berman McAleer
Timonium,
Maryland
|
$299K
|
+$280K
|
+3,200
|
New
|
|
|
1482
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$298K
|
+$21.7K
|
+248
|
+8%
|
|
|
1483
|
Westwood Holdings Group
Dallas,
Texas
|
$298K
|
-$125K
|
-1,432
|
-31%
|
|
|
1484
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$298K
|
–
|
–
|
–
|
|
|
1485
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$298K
|
+$96.5K
|
+1,104
|
+53%
|
|
|
1486
|
First National Corp
Rockland,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
1487
|
Rise Advisors
Rochester,
New York
|
$297K
|
-$1.4K
|
-16
|
-0.5%
|
|
|
1488
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$296K
|
+$6.29K
|
+72
|
+2%
|
|
|
1489
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
1490
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$295K
|
-$107K
|
-1,224
|
-23%
|
|
|
1491
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
1492
|
Morton Capital Management
Calabasas,
California
|
$294K
|
–
|
–
|
–
|
|
|
1493
|
Forefront Wealth Partners
Austin,
Texas
|
$293K
|
+$275K
|
+3,144
|
New
|
|
|
1494
|
Frederick Financial Consultants
Frederick,
Maryland
|
$292K
|
–
|
–
|
–
|
|
|
1495
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$292K
|
+$2.1K
|
+24
|
+0.8%
|
|
|
1496
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$292K
|
–
|
–
|
–
|
|
|
1497
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$291K
|
–
|
–
|
–
|
|
|
1498
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$290K
|
-$69.9K
|
-800
|
-20%
|
|
|
1499
|
CX Institutional
Auburn,
Indiana
|
$290K
|
-$559K
|
-6,392
|
-67%
|
|
|
1500
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$290K
|
–
|
–
|
–
|
|
