|
1
|
Planning Center Inc
Moline,
Illinois
|
$156M
|
+$7.15M
|
+140,752
|
+5%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$57.4M
|
-$1.02K
|
-20
|
-0%
|
|
|
3
|
Root Financial Partners
Encinitas,
California
|
$48.5M
|
+$17.6M
|
+347,155
|
+57%
|
|
|
4
|
SJS Investment Consulting
Sylvania,
Ohio
|
$30.5M
|
+$9.49M
|
+186,794
|
+45%
|
|
|
5
|
SC&H Financial Advisors
Sparks,
Maryland
|
$27.1M
|
-$1.44M
|
-28,359
|
-5%
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.2M
|
+$3.43M
|
+67,629
|
+15%
|
|
|
7
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$24.8M
|
-$9.46M
|
-186,209
|
-28%
|
|
|
8
|
Sterling Wealth Management
Champaign,
Illinois
|
$24M
|
+$650K
|
+12,793
|
+3%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$22.7M
|
+$2.19M
|
+43,127
|
+11%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.8M
|
+$6M
|
+118,091
|
+41%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$19.5M
|
+$4.35M
|
+85,707
|
+29%
|
|
|
12
|
American Capital Advisory
Ketchum,
Idaho
|
$17.4M
|
+$1.03M
|
+20,240
|
+6%
|
|
|
13
|
Vise Technologies
New York
|
$15M
|
+$15M
|
+295,350
|
New
|
|
|
14
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$14.3M
|
+$2.98M
|
+58,583
|
+26%
|
|
|
15
|
TAGStone Capital
Charlotte,
North Carolina
|
$10.5M
|
-$951K
|
-18,717
|
-8%
|
|
|
16
|
Wealthspan Partners
Davenport,
Iowa
|
$10.2M
|
+$1.09M
|
+21,380
|
+12%
|
|
|
17
|
Altiora Financial Group
Lebanon,
Ohio
|
$10.1M
|
-$490K
|
-9,654
|
-5%
|
|
|
18
|
New Dimensions Wealth Management
Allen,
Texas
|
$9.41M
|
+$102K
|
+2,011
|
+1%
|
|
|
19
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$9.25M
|
+$9.25M
|
+182,062
|
New
|
|
|
20
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$9.14M
|
+$579K
|
+11,396
|
+7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$8.71M
|
-$217K
|
-4,267
|
-2%
|
|
|
22
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$8.71M
|
+$2.73M
|
+53,678
|
+46%
|
|
|
23
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$8.53M
|
+$474K
|
+9,324
|
+6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.22M
|
-$296K
|
-5,824
|
-3%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$8.18M
|
+$8.18M
|
+161,032
|
New
|
|
