|
1
|
Planning Center Inc
Moline,
Illinois
|
$180M
|
+$6.89M
|
+135,805
|
+4%
|
|
|
2
|
Prudent Man Investment Management
Louisville,
Colorado
|
$80.9M
|
-$9.39K
|
-185
|
-0%
|
|
|
3
|
Root Financial Partners
Encinitas,
California
|
$76.8M
|
+$11.6M
|
+229,096
|
+18%
|
|
|
4
|
Vise Technologies
New York
|
$58.9M
|
–
|
–
|
–
|
|
|
5
|
Financial Plan Inc
Bellingham,
Washington
|
$41.5M
|
-$3.94M
|
-77,543
|
-9%
|
|
|
6
|
SJS Investment Consulting
Sylvania,
Ohio
|
$37.4M
|
+$4.81M
|
+94,772
|
+15%
|
|
|
7
|
SC&H Financial Advisors
Sparks,
Maryland
|
$30.8M
|
+$3.46M
|
+68,198
|
+13%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$28.8M
|
+$123K
|
+2,418
|
+0.4%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$26.1M
|
+$3.07M
|
+60,565
|
+13%
|
|
|
10
|
Sterling Wealth Management
Champaign,
Illinois
|
$25.1M
|
+$1.18M
|
+23,156
|
+5%
|
|
|
11
|
American Capital Advisory
Ketchum,
Idaho
|
$24.5M
|
+$6.75M
|
+133,078
|
+38%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20.8M
|
-$4.85M
|
-95,631
|
-19%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$20.7M
|
-$280K
|
-5,509
|
-1%
|
|
|
14
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$19.5M
|
+$553K
|
+10,887
|
+3%
|
|
|
15
|
Three Arch Wealth Management
Irvine,
California
|
$18.4M
|
+$905K
|
+17,824
|
+5%
|
|
|
16
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$17.3M
|
+$849K
|
+16,731
|
+5%
|
|
|
17
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$16.6M
|
-$1.19M
|
-23,407
|
-7%
|
|
|
18
|
|
$13.9M
|
+$13.9M
|
+273,313
|
New
|
|
|
19
|
Foundry Financial
Pasadena,
California
|
$12.2M
|
+$3.86M
|
+76,108
|
+46%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$12.1M
|
+$747K
|
+14,715
|
+7%
|
|
|
21
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$11.7M
|
+$525K
|
+10,335
|
+5%
|
|
|
22
|
TAGStone Capital
Charlotte,
North Carolina
|
$11.6M
|
-$2.61M
|
-51,366
|
-18%
|
|
|
23
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$11.5M
|
+$1.14M
|
+22,446
|
+11%
|
|
|
24
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$11.5M
|
+$696K
|
+13,721
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$9.8M
|
+193,004
|
+998%
|
|
