|
51
|
Successful Portfolios
Clearwater,
Florida
|
$189K
|
–
|
–
|
–
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$180K
|
–
|
–
|
–
|
|
|
53
|
M&R Capital Management
Summit,
New Jersey
|
$171K
|
–
|
–
|
–
|
|
|
54
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$161K
|
–
|
–
|
–
|
|
|
55
|
Ranch Capital Advisors
Sarasota,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
56
|
Bremer Bank National Association
St Paul,
Minnesota
|
$156K
|
–
|
–
|
–
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$155K
|
+$93
|
+7
|
+0.1%
|
|
|
58
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$146K
|
+$143K
|
+10,802
|
New
|
|
|
59
|
International Assets Investment Management
Orlando,
Florida
|
$143K
|
-$188K
|
-14,207
|
-57%
|
|
|
60
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$141K
|
–
|
–
|
–
|
|
|
61
|
Argent Trust Co
Nashville,
Tennessee
|
$140K
|
–
|
–
|
–
|
|
|
62
|
Sandy Spring Bank
Olney,
Maryland
|
$68K
|
–
|
–
|
–
|
|
|
63
|
Spire Wealth Management
Mclean,
Virginia
|
$65K
|
–
|
–
|
–
|
|
|
64
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$61K
|
+$59.7K
|
+4,500
|
New
|
|
|
65
|
Steward Partners Investment Advisory
New York
|
$59K
|
+$4.18K
|
+315
|
+8%
|
|
|
66
|
Financial Advantage
Columbia,
Maryland
|
$54K
|
–
|
–
|
–
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$54K
|
–
|
–
|
–
|
|
|
68
|
Whittier Trust
South Pasadena,
California
|
$42K
|
–
|
–
|
–
|
|
|
69
|
|
$41K
|
–
|
–
|
–
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
71
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$24K
|
+$278
|
+21
|
+1%
|
|
|
72
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$23K
|
+$252
|
+19
|
+1%
|
|
|
73
|
Financial Management Professionals
Austin,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
74
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
75
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11K
|
–
|
–
|
–
|
|
