|
1
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.96M
|
+$308K
|
+3,945
|
+4%
|
|
|
2
|
Fagan Associates
Troy,
New York
|
$7.47M
|
+$61.5K
|
+788
|
+0.8%
|
|
|
3
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$6.71M
|
+$4.02M
|
+51,501
|
+156%
|
|
|
4
|
Landmark Wealth Management (New York)
Melville,
New York
|
$6.51M
|
+$6.41M
|
+82,025
|
New
|
|
|
5
|
Panoramic Investment Advisors
Denver,
Colorado
|
$6.42M
|
+$6.32M
|
+80,877
|
New
|
|
|
6
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$3.95M
|
+$9.76K
|
+125
|
+0.3%
|
|
|
7
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.84M
|
+$229K
|
+2,928
|
+14%
|
|
|
8
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.44M
|
+$1.42M
|
+18,198
|
New
|
|
|
9
|
|
$1.06M
|
-$547K
|
-7,011
|
-34%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$991K
|
+$975K
|
+12,491
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$967K
|
+$952K
|
+12,195
|
New
|
|
|
12
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$737K
|
+$309K
|
+3,952
|
+74%
|
|
|
13
|
Breakwater Capital Group
Paramus,
New Jersey
|
$674K
|
-$12.5K
|
-160
|
-2%
|
|
|
14
|
Lakewood Asset Management
Naperville,
Illinois
|
$653K
|
+$249K
|
+3,195
|
+63%
|
|
|
15
|
Investment Advisory Group
Hanover,
Massachusetts
|
$561K
|
+$552K
|
+7,068
|
New
|
|
|
16
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$498K
|
+$490K
|
+6,280
|
New
|
|
|
17
|
Kaizen Financial Strategies
Campbell,
California
|
$472K
|
+$112K
|
+1,429
|
+32%
|
|
|
18
|
Steph & Co
Marinette,
Wisconsin
|
$467K
|
+$346K
|
+4,430
|
+303%
|
|
|
19
|
GSG Advisors
Mount Laurel,
New Jersey
|
$411K
|
+$3.9K
|
+50
|
+1%
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$367K
|
+$203K
|
+2,601
|
+129%
|
|
|
21
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$315K
|
+$76.5K
|
+980
|
+33%
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
$292K
|
+$288K
|
+3,682
|
New
|
|
|
23
|
Burton Enright Welch
Walnut Creek,
California
|
$240K
|
+$4.06K
|
+52
|
+2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$227K
|
+$16.3K
|
+209
|
+8%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$206K
|
-$3.9K
|
-50
|
-2%
|
|
