|
1
|
Planning Center Inc
Moline,
Illinois
|
$187M
|
+$6.4M
|
+125,927
|
+4%
|
|
|
2
|
Root Financial Partners
Encinitas,
California
|
$94.8M
|
+$17.9M
|
+351,880
|
+23%
|
|
|
3
|
Vise Technologies
New York
|
$90.7M
|
+$31.7M
|
+624,554
|
+54%
|
|
|
4
|
Prudent Man Investment Management
Louisville,
Colorado
|
$79.6M
|
-$1.31M
|
-25,851
|
-2%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$51.8M
|
+$31M
|
+610,292
|
+149%
|
|
|
6
|
Financial Harvest
Winter Park,
Florida
|
$42.2M
|
+$38.5M
|
+757,182
|
+1,020%
|
|
|
7
|
SJS Investment Consulting
Sylvania,
Ohio
|
$37.5M
|
+$14.2K
|
+279
|
+0%
|
|
|
8
|
SC&H Financial Advisors
Sparks,
Maryland
|
$32.8M
|
+$1.96M
|
+38,579
|
+6%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$31.7M
|
+$2.82M
|
+55,550
|
+10%
|
|
|
10
|
Financial Plan Inc
Bellingham,
Washington
|
$29.8M
|
-$11.7M
|
-230,803
|
-28%
|
|
|
11
|
American Capital Advisory
Ketchum,
Idaho
|
$26M
|
+$1.44M
|
+28,383
|
+6%
|
|
|
12
|
Sterling Wealth Management
Champaign,
Illinois
|
$25.3M
|
+$209K
|
+4,116
|
+0.8%
|
|
|
13
|
Three Arch Wealth Management
Irvine,
California
|
$21.6M
|
+$3.11M
|
+61,179
|
+17%
|
|
|
14
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$19.9M
|
+$434K
|
+8,543
|
+2%
|
|
|
15
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$19.6M
|
+$2.34M
|
+46,151
|
+14%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$19.4M
|
-$1.31M
|
-25,822
|
-6%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$18.4M
|
-$7.79M
|
-153,379
|
-30%
|
|
|
18
|
Aspen Capital Management
Boise,
Idaho
|
$17.8M
|
+$15.4M
|
+303,750
|
+641%
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$17.8M
|
+$1.13M
|
+22,205
|
+7%
|
|
|
20
|
|
$15.1M
|
+$1.2M
|
+23,601
|
+9%
|
|
|
21
|
Foundry Financial
Pasadena,
California
|
$13.5M
|
+$1.25M
|
+24,699
|
+10%
|
|
|
22
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$13.1M
|
+$1.61M
|
+31,729
|
+14%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$13M
|
+$867K
|
+17,072
|
+7%
|
|
|
24
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$12.9M
|
+$1.36M
|
+26,695
|
+12%
|
|
|
25
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$12.7M
|
+$967K
|
+19,043
|
+8%
|
|
