|
1
|
Planning Center Inc
Moline,
Illinois
|
$173M
|
+$17.6M
|
+346,870
|
+11%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$80.9M
|
+$23.5M
|
+463,237
|
+41%
|
|
|
3
|
Root Financial Partners
Encinitas,
California
|
$65.1M
|
+$16.7M
|
+329,494
|
+34%
|
|
|
4
|
Vise Technologies
New York
|
$58.9M
|
+$44M
|
+866,921
|
+294%
|
|
|
5
|
Financial Plan Inc
Bellingham,
Washington
|
$45.4M
|
+$45.5M
|
+895,485
|
New
|
|
|
6
|
SJS Investment Consulting
Sylvania,
Ohio
|
$32.6M
|
+$2.12M
|
+41,724
|
+7%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$28.7M
|
+$5.99M
|
+117,927
|
+26%
|
|
|
8
|
SC&H Financial Advisors
Sparks,
Maryland
|
$27.3M
|
+$254K
|
+5,007
|
+0.9%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$25.6M
|
-$528K
|
-10,406
|
-2%
|
|
|
10
|
Sterling Wealth Management
Champaign,
Illinois
|
$23.9M
|
-$70K
|
-1,378
|
-0.3%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$23M
|
+$2.28M
|
+44,940
|
+11%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$21M
|
+$1.52M
|
+30,005
|
+8%
|
|
|
13
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$18.9M
|
+$18.9M
|
+373,013
|
New
|
|
|
14
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$17.8M
|
-$6.9M
|
-135,882
|
-28%
|
|
|
15
|
American Capital Advisory
Ketchum,
Idaho
|
$17.7M
|
+$402K
|
+7,915
|
+2%
|
|
|
16
|
Three Arch Wealth Management
Irvine,
California
|
$17.5M
|
+$17.5M
|
+345,529
|
New
|
|
|
17
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$16.4M
|
+$2.14M
|
+42,238
|
+15%
|
|
|
18
|
TAGStone Capital
Charlotte,
North Carolina
|
$14.2M
|
+$3.7M
|
+72,958
|
+35%
|
|
|
19
|
ProCore Advisors
Newport Beach,
California
|
$11.5M
|
+$11.6M
|
+227,998
|
New
|
|
|
20
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$11.5M
|
+$2.77M
|
+54,615
|
+32%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$11.4M
|
+$2.67M
|
+52,583
|
+31%
|
|
|
22
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$11.2M
|
+$2.1M
|
+41,343
|
+23%
|
|
|
23
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$10.8M
|
+$1.57M
|
+30,899
|
+17%
|
|
|
24
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$10.4M
|
+$1.86M
|
+36,668
|
+22%
|
|
|
25
|
New Dimensions Wealth Management
Allen,
Texas
|
$9.67M
|
+$290K
|
+5,711
|
+3%
|
|
