|
1
|
Planning Center Inc
Moline,
Illinois
|
$1.49億
|
+$648万
|
+127,761
|
+5%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$5738万
|
-$17.1万
|
-3,369
|
-0.3%
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3419万
|
-$884万
|
-174,189
|
-21%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$3089万
|
+$399万
|
+78,618
|
+15%
|
|
|
5
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2855万
|
+$633万
|
+124,833
|
+29%
|
|
|
6
|
Sterling Wealth Management
Champaign,
Illinois
|
$2337万
|
+$2336万
|
+460,476
|
新規
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2271万
|
+$251万
|
+49,523
|
+12%
|
|
|
8
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2103万
|
+$171万
|
+33,768
|
+9%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2054万
|
+$81.7万
|
+16,111
|
+4%
|
|
|
10
|
American Capital Advisory
Ketchum,
Idaho
|
$1636万
|
+$106万
|
+20,819
|
+7%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$1516万
|
+$83万
|
+16,359
|
+6%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1479万
|
-$16.4万
|
-3,241
|
-1%
|
|
|
13
|
TAGStone Capital
Charlotte,
North Carolina
|
$1145万
|
+$882万
|
+173,918
|
+338%
|
|
|
14
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$1130万
|
+$67.5万
|
+13,308
|
+6%
|
|
|
15
|
Altiora Financial Group
Lebanon,
Ohio
|
$1062万
|
-$34.9万
|
-6,883
|
-3%
|
|
|
16
|
Moran Wealth Management
Naples,
Florida
|
$941万
|
+$941万
|
+185,413
|
新規
|
|
|
17
|
New Dimensions Wealth Management
Allen,
Texas
|
$933万
|
+$29.1万
|
+5,745
|
+3%
|
|
|
18
|
Wealthspan Partners
Davenport,
Iowa
|
$908万
|
+$195万
|
+38,350
|
+27%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$892万
|
+$430万
|
+84,745
|
+93%
|
|
|
20
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$857万
|
+$12.7万
|
+2,509
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$851万
|
+$62.8万
|
+12,384
|
+8%
|
|
|
22
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$805万
|
+$29.6万
|
+5,837
|
+4%
|
|
|
23
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$749万
|
+$16.2万
|
+3,201
|
+2%
|
|
|
24
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$703万
|
+$28.8万
|
+5,668
|
+4%
|
|
|
25
|
Mattern Wealth Management
Lawrence,
Kansas
|
$662万
|
+$330万
|
+64,954
|
+99%
|
|
