|
1
|
Planning Center Inc
Moline,
Illinois
|
$149M
|
+$6.48M
|
+127,761
|
+5%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$57.4M
|
-$171K
|
-3,369
|
-0.3%
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$34.2M
|
-$8.84M
|
-174,189
|
-21%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$30.9M
|
+$3.99M
|
+78,618
|
+15%
|
|
|
5
|
SC&H Financial Advisors
Sparks,
Maryland
|
$28.5M
|
+$6.33M
|
+124,833
|
+29%
|
|
|
6
|
Sterling Wealth Management
Champaign,
Illinois
|
$23.4M
|
+$23.4M
|
+460,476
|
New
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22.7M
|
+$2.51M
|
+49,523
|
+12%
|
|
|
8
|
SJS Investment Consulting
Sylvania,
Ohio
|
$21M
|
+$1.71M
|
+33,768
|
+9%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.5M
|
+$817K
|
+16,111
|
+4%
|
|
|
10
|
American Capital Advisory
Ketchum,
Idaho
|
$16.4M
|
+$1.06M
|
+20,819
|
+7%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$15.2M
|
+$830K
|
+16,359
|
+6%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.8M
|
-$164K
|
-3,241
|
-1%
|
|
|
13
|
TAGStone Capital
Charlotte,
North Carolina
|
$11.4M
|
+$8.82M
|
+173,918
|
+338%
|
|
|
14
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$11.3M
|
+$675K
|
+13,308
|
+6%
|
|
|
15
|
Altiora Financial Group
Lebanon,
Ohio
|
$10.6M
|
-$349K
|
-6,883
|
-3%
|
|
|
16
|
Moran Wealth Management
Naples,
Florida
|
$9.41M
|
+$9.41M
|
+185,413
|
New
|
|
|
17
|
New Dimensions Wealth Management
Allen,
Texas
|
$9.33M
|
+$291K
|
+5,745
|
+3%
|
|
|
18
|
Wealthspan Partners
Davenport,
Iowa
|
$9.08M
|
+$1.95M
|
+38,350
|
+27%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$8.92M
|
+$4.3M
|
+84,745
|
+93%
|
|
|
20
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$8.57M
|
+$127K
|
+2,509
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.51M
|
+$628K
|
+12,384
|
+8%
|
|
|
22
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$8.05M
|
+$296K
|
+5,837
|
+4%
|
|
|
23
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$7.49M
|
+$162K
|
+3,201
|
+2%
|
|
|
24
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$7.03M
|
+$288K
|
+5,668
|
+4%
|
|
|
25
|
Mattern Wealth Management
Lawrence,
Kansas
|
$6.62M
|
+$3.3M
|
+64,954
|
+99%
|
|
