|
5051
|
Successful Portfolios
Clearwater,
Florida
|
$139M
|
+$14.1M
|
+11%
|
10.3%
|
101%
|
185
|
7.03%
|
|
|
5052
|
Mountaineer Partners Management
New York
|
$139M
|
+$23.6M
|
+20%
|
30.4%
|
158%
|
22
|
50%
|
|
|
5053
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$139M
|
+$17.7M
|
+15%
|
11.8%
|
92%
|
275
|
4.73%
|
|
|
5054
|
Lansing Management
New York
|
$139M
|
+$22.7M
|
+19%
|
16.6%
|
76.9%
|
6
|
0%
|
|
|
5055
|
Orleans Capital Management
Mandeville,
Louisiana
|
$139M
|
+$7.94M
|
+6%
|
11.2%
|
94.6%
|
81
|
12.35%
|
|
|
5056
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$139M
|
+$24.1M
|
+21%
|
11.9%
|
100%
|
69
|
10.14%
|
|
|
5057
|
Ranch Capital Advisors
Sarasota,
Florida
|
$139M
|
+$14.5M
|
+12%
|
11.5%
|
92.6%
|
954
|
9.01%
|
|
|
5058
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$139M
|
+$5.33M
|
+4%
|
7.35%
|
0.04%
|
30
|
40%
|
|
|
5059
|
Sovereign Financial Group
Stamford,
Connecticut
|
$139M
|
–
|
–
|
12.6%
|
90.7%
|
137
|
–
|
|
|
5060
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$139M
|
–
|
–
|
15.1%
|
–
|
43
|
–
|
|
|
5061
|
Banyan Capital Management
Atlanta,
Georgia
|
$139M
|
+$18.9M
|
+16%
|
16.4%
|
42.5%
|
20
|
10%
|
|
|
5062
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$138M
|
–
|
–
|
13.9%
|
72.7%
|
89
|
–
|
|
|
5063
|
Hall Capital Management
Barrington,
Rhode Island
|
$138M
|
+$12.1M
|
+10%
|
10.4%
|
–
|
88
|
12.5%
|
|
|
5064
|
Curi Wealth Management
Raleigh,
North Carolina
|
$138M
|
–
|
–
|
13.1%
|
16.2%
|
535
|
–
|
|
|
5065
|
Brown University
Providence,
Rhode Island
|
$138M
|
-$2.31M
|
-2%
|
5.29%
|
37.9%
|
10
|
70%
|
|
|
5066
|
New Potomac Partners
Bethesda,
Maryland
|
$138M
|
+$12.6M
|
+10%
|
13.1%
|
37.2%
|
129
|
52.71%
|
|
|
5067
|
Ellsworth Advisors
Hudson,
Ohio
|
$138M
|
+$37.8M
|
+38%
|
10.9%
|
123%
|
131
|
41.22%
|
|
|
5068
|
Legacy Bridge
West Des Moines,
Iowa
|
$138M
|
+$28.4M
|
+26%
|
16.7%
|
225%
|
296
|
4.39%
|
|
|
5069
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$138M
|
+$35.3M
|
+34%
|
13.8%
|
–
|
65
|
24.62%
|
|
|
5070
|
Goepper Burkhardt
Greenville,
South Carolina
|
$138M
|
–
|
–
|
10.8%
|
50.4%
|
59
|
–
|
|
|
5071
|
Seelaus Asset Management
Chatham,
New Jersey
|
$138M
|
+$13.4M
|
+11%
|
13.6%
|
122%
|
211
|
28.91%
|
|
|
5072
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$138M
|
+$22.1M
|
+19%
|
14%
|
63.8%
|
97
|
16.49%
|
|
|
5073
|
Susquehanna International Securities
Dublin,
Ireland
|
$138M
|
-$52M
|
-27%
|
21.4%
|
2.8%
|
60
|
46.67%
|
|
|
5074
|
Seneca House Advisors
Richmond,
Virginia
|
$138M
|
+$11.3M
|
+9%
|
12%
|
58.2%
|
78
|
10.26%
|
|
|
5075
|
Colorado Capital Management
Boulder,
Colorado
|
$138M
|
+$16.4M
|
+14%
|
14.9%
|
53.4%
|
74
|
5.41%
|
|