|
101
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.13M
|
+$132K
|
+4,544
|
+3%
|
|
|
102
|
M&T Bank
Buffalo,
New York
|
$5.07M
|
+$18.3K
|
+630
|
+0.4%
|
|
|
103
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.98M
|
-$39.4K
|
-1,358
|
-0.8%
|
|
|
104
|
|
$4.89M
|
+$4.67M
|
+160,855
|
New
|
|
|
105
|
Larson Financial Group
St Louis,
Missouri
|
$4.78M
|
-$361K
|
-12,433
|
-7%
|
|
|
106
|
VeraBank
Henderson,
Texas
|
$4.66M
|
+$4.45M
|
+153,171
|
New
|
|
|
107
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.55M
|
+$4.34M
|
+149,585
|
New
|
|
|
108
|
|
$4.43M
|
+$333K
|
+11,457
|
+9%
|
|
|
109
|
KM Capital Management
Austin,
Texas
|
$4.43M
|
+$4.23M
|
+145,633
|
New
|
|
|
110
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.26M
|
-$190K
|
-6,535
|
-4%
|
|
|
111
|
M Financial Asset Management
Portland,
Oregon
|
$4.19M
|
+$88.7K
|
+3,056
|
+2%
|
|
|
112
|
Kestra Advisory Services
Austin,
Texas
|
$4.17M
|
-$880K
|
-30,308
|
-18%
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$4.13M
|
-$101K
|
-3,466
|
-2%
|
|
|
114
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.04M
|
-$295K
|
-10,164
|
-7%
|
|
|
115
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.04M
|
+$791K
|
+27,239
|
+26%
|
|
|
116
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$4.01M
|
+$284K
|
+9,773
|
+8%
|
|
|
117
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.97M
|
+$1.39M
|
+47,795
|
+58%
|
|
|
118
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.74M
|
–
|
–
|
–
|
|
|
119
|
G2 Capital Management
Columbus,
Ohio
|
$3.72M
|
-$10.2K
|
-352
|
-0.3%
|
|
|
120
|
Cordant Inc
Portland,
Oregon
|
$3.72M
|
+$304K
|
+10,468
|
+9%
|
|
|
121
|
Whittier Trust
South Pasadena,
California
|
$3.62M
|
–
|
–
|
–
|
|
|
122
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.41M
|
+$1.45M
|
+49,936
|
+80%
|
|
|
123
|
Austin Asset Management
Austin,
Texas
|
$3.4M
|
–
|
–
|
–
|
|
|
124
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.36M
|
-$108K
|
-3,716
|
-3%
|
|
|
125
|
Mariner
Overland Park,
Kansas
|
$3.31M
|
-$1.44M
|
-49,596
|
-31%
|
|
