|
1001
|
Well Done LLC
Holland,
Michigan
|
$1.94M
|
+$351K
|
+6,925
|
+25%
|
|
|
1002
|
Regatta Capital Group
El Segundo,
California
|
$1.94M
|
+$50.7K
|
+1,000
|
+3%
|
|
|
1003
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.94M
|
+$1.27K
|
+25
|
+0.1%
|
|
|
1004
|
|
$1.93M
|
-$44.1K
|
-870
|
-2%
|
|
|
1005
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.93M
|
-$253K
|
-4,990
|
-13%
|
|
|
1006
|
Pitti Group Wealth Management
Victor,
New York
|
$1.91M
|
-$28.1K
|
-555
|
-2%
|
|
|
1007
|
CCG Wealth Management
San Diego,
California
|
$1.9M
|
-$317K
|
-6,255
|
-15%
|
|
|
1008
|
Legal & General Group
London,
United Kingdom
|
$1.9M
|
+$1.58M
|
+31,250
|
+1,042%
|
|
|
1009
|
BigSur Wealth Management
Miami,
Florida
|
$1.9M
|
–
|
–
|
–
|
|
|
1010
|
FDx Advisors
Chicago,
Illinois
|
$1.89M
|
+$717K
|
+14,140
|
+71%
|
|
|
1011
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.89M
|
+$1.73M
|
+34,100
|
+481%
|
|
|
1012
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.89M
|
+$1.73M
|
+34,100
|
New
|
|
|
1013
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.89M
|
-$4.84M
|
-95,395
|
-74%
|
|
|
1014
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.88M
|
+$43.6K
|
+860
|
+3%
|
|
|
1015
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.87M
|
–
|
–
|
–
|
|
|
1016
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.87M
|
-$110K
|
-2,175
|
-6%
|
|
|
1017
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.86M
|
+$14.2K
|
+280
|
+0.8%
|
|
|
1018
|
INVST
Indianapolis,
Indiana
|
$1.86M
|
-$1.5M
|
-29,490
|
-47%
|
|
|
1019
|
Exchange Bank
Santa Rosa,
California
|
$1.85M
|
–
|
–
|
–
|
|
|
1020
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$1.84M
|
+$1.68M
|
+33,205
|
New
|
|
|
1021
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.84M
|
+$113K
|
+2,225
|
+7%
|
|
|
1022
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.84M
|
+$1.68M
|
+33,110
|
New
|
|
|
1023
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.83M
|
-$1.15M
|
-22,770
|
-41%
|
|
|
1024
|
Mission Wealth Management
Santa Barbara,
California
|
$1.83M
|
+$122K
|
+2,410
|
+8%
|
|
|
1025
|
Campbell Wealth Management
Alexandria,
Virginia
|
$1.83M
|
-$19.3K
|
-380
|
-1%
|
|
