|
76
|
Successful Portfolios
Clearwater,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
77
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$309K
|
+$5.88K
|
+235
|
+2%
|
|
|
78
|
Patten Group
Chattanooga,
Tennessee
|
$309K
|
+$14.6K
|
+585
|
+5%
|
|
|
79
|
PRW Wealth Management
Quincy,
Massachusetts
|
$309K
|
+$300K
|
+11,985
|
New
|
|
|
80
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$304K
|
–
|
–
|
–
|
|
|
81
|
Oppenheimer & Co
New York
|
$294K
|
–
|
–
|
–
|
|
|
82
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$291K
|
-$246K
|
-9,853
|
-47%
|
|
|
83
|
VERITY Wealth Advisors
Sausalito,
United States
|
$276K
|
–
|
–
|
–
|
|
|
84
|
Spire Wealth Management
Mclean,
Virginia
|
$270K
|
+$17.5K
|
+700
|
+7%
|
|
|
85
|
Kestra Private Wealth Services
Austin,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
86
|
Poehling Capital Management
Madison,
Wisconsin
|
$258K
|
–
|
–
|
–
|
|
|
87
|
Lido Advisors
Los Angeles,
California
|
$255K
|
–
|
–
|
–
|
|
|
88
|
Nottingham Advisors
Amherst,
New York
|
$255K
|
–
|
–
|
–
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$245K
|
–
|
–
|
–
|
|
|
90
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$241K
|
+$233K
|
+9,300
|
New
|
|
|
91
|
Lazard Asset Management
New York
|
$239K
|
–
|
–
|
–
|
|
|
92
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$219K
|
–
|
–
|
–
|
|
|
93
|
HUB Investment Partners
Austin,
Texas
|
$211K
|
+$901
|
+36
|
+0.4%
|
|
|
94
|
Constitution Capital
Shelton,
Connecticut
|
$207K
|
-$27.5K
|
-1,100
|
-12%
|
|
|
95
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$205K
|
+$199K
|
+7,969
|
New
|
|
|
96
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$196K
|
-$46.9K
|
-1,873
|
-20%
|
|
|
97
|
Wolverine Asset Management
Chicago,
Illinois
|
$151K
|
+$147K
|
+5,862
|
New
|
|
|
98
|
American Portfolios Advisors
Holbrook,
New York
|
$118K
|
+$12.5K
|
+500
|
+12%
|
|
|
99
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$103K
|
–
|
–
|
–
|
|
|
100
|
FNY Investment Advisers
New York
|
$90K
|
-$56.4K
|
-2,256
|
-39%
|
|
