|
1
|
Planning Center Inc
Moline,
Illinois
|
$142M
|
+$15.5M
|
+305,829
|
+12%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$57.5M
|
-$84.5K
|
-1,665
|
-0.1%
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$43M
|
-$6.31M
|
-124,357
|
-13%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$26.9M
|
+$7.14M
|
+140,661
|
+36%
|
|
|
5
|
SC&H Financial Advisors
Sparks,
Maryland
|
$22.2M
|
+$13M
|
+256,748
|
+142%
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20.2M
|
+$4.8M
|
+94,706
|
+31%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$19.7M
|
+$1.9M
|
+37,496
|
+11%
|
|
|
8
|
SJS Investment Consulting
Sylvania,
Ohio
|
$19.3M
|
+$6.67M
|
+131,573
|
+53%
|
|
|
9
|
American Capital Advisory
Ketchum,
Idaho
|
$15.3M
|
+$1.12M
|
+22,048
|
+8%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.9M
|
+$3.54M
|
+69,792
|
+31%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$14.3M
|
+$8.11M
|
+159,909
|
+130%
|
|
|
12
|
Altiora Financial Group
Lebanon,
Ohio
|
$11M
|
-$87K
|
-1,716
|
-0.8%
|
|
|
13
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$10.6M
|
+$1.1M
|
+21,760
|
+12%
|
|
|
14
|
New Dimensions Wealth Management
Allen,
Texas
|
$9M
|
+$9M
|
+177,460
|
New
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.45M
|
+$954K
|
+18,810
|
+13%
|
|
|
16
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$8.43M
|
+$691K
|
+13,615
|
+9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$3.02M
|
+59,503
|
+62%
|
|
|
18
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$7.75M
|
+$1.35M
|
+26,617
|
+21%
|
|
|
19
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$7.34M
|
+$1M
|
+19,805
|
+16%
|
|
|
20
|
Wealthspan Partners
Davenport,
Iowa
|
$7.13M
|
+$3.45M
|
+68,090
|
+94%
|
|
|
21
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$6.74M
|
+$20K
|
+394
|
+0.3%
|
|
|
22
|
Ruedi Wealth Management
Champaign,
Illinois
|
$6.24M
|
+$68.1K
|
+1,342
|
+1%
|
|
|
23
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$6.13M
|
+$844K
|
+16,632
|
+16%
|
|
|
24
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.88M
|
+$5.88M
|
+115,853
|
New
|
|
|
25
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$5.06M
|
+$39.9K
|
+787
|
+0.8%
|
|
