|
1
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.34M
|
+$89.3K
|
+1,181
|
+1%
|
|
|
2
|
Fagan Associates
Troy,
New York
|
$7.11M
|
+$7.06M
|
+93,385
|
New
|
|
|
3
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$3.78M
|
+$3.75M
|
+49,645
|
New
|
|
|
4
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.52M
|
+$1.88M
|
+24,849
|
+303%
|
|
|
5
|
|
$1.55M
|
+$134K
|
+1,766
|
+9%
|
|
|
6
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.54M
|
+$414K
|
+5,481
|
+37%
|
|
|
7
|
Breakwater Capital Group
Paramus,
New Jersey
|
$659K
|
-$158K
|
-2,092
|
-19%
|
|
|
8
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$407K
|
+$138K
|
+1,826
|
+52%
|
|
|
9
|
GSG Advisors
Mount Laurel,
New Jersey
|
$387K
|
+$149K
|
+1,974
|
+63%
|
|
|
10
|
Lakewood Asset Management
Naperville,
Illinois
|
$383K
|
+$381K
|
+5,038
|
New
|
|
|
11
|
Kaizen Financial Strategies
Campbell,
California
|
$349K
|
+$342K
|
+4,524
|
New
|
|
|
12
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$228K
|
–
|
–
|
–
|
|
|
13
|
Burton Enright Welch
Walnut Creek,
California
|
$226K
|
+$225K
|
+2,970
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$202K
|
–
|
–
|
–
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$202K
|
–
|
–
|
–
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$154K
|
+$153K
|
+2,023
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$126K
|
+$90.9K
|
+1,202
|
+264%
|
|
|
18
|
Steph & Co
Marinette,
Wisconsin
|
$111K
|
+$39.7K
|
+525
|
+56%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$25.1K
|
+$302
|
+4
|
+1%
|
|
|
20
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$7.75K
|
+$76
|
+1
|
+1%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$3.81K
|
+$3.78K
|
+50
|
New
|
|
|
22
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.16K
|
–
|
–
|
–
|
|
|
23
|
|
$128
|
+$76
|
+1
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$225K
|
-2,928
|
Closed
|
|
