FA Magazine July/August 2022 | Page 47

100 HBKS Wealth Advisors Erie , Pa . 5,341.13 5.70 % 0.94 3.05 % 2.57 % 101 GYL Financial Synergies West Hartford , Conn . 5,316.70 12.33 % 3.32 -5.41 % 18.75 % 102 Allegheny Financial Group Pittsburgh , Pa . 5,129.02 32.21 % 1.15 17.05 % 12.95 % 103 Fort Pitt Capital Group Pittsburgh , Pa . 4,999.22 23.19 % 1.65 12.49 % 9.51 % 104 Wilbanks , Smith & Thomas Asset Mgmt Norfolk , Va . 4,970.41 23.82 % 2.05 14.26 % 8.37 % 105 Crestwood Advisors Boston , Mass . 4,963.45 25.24 % 5.60 17.47 % 6.62 % 106 Index Fund Advisors Irvine , Calif . 4,937.68 19.47 % 2.08 18.42 % 0.89 % 107 Edge Capital Group Atlanta , Ga . 4,884.23 12.98 % 16.96 5.14 % 7.46 % 108 Geller Advisors New York , N . Y . 4,837.44 5.00 % 38.09 -5.75 % 11.40 % 109 Mission Wealth Management Santa Barbara , Calif . 4,815.11 29.24 % 2.36 3.67 % 24.66 % 110 Retirement Planners of America Plano , Texas 4,804.87 3.81 % 0.53 -3.82 % 7.94 % 111 Zhang Financial Portage , Mich . 4,784.38 23.97 % 2.94 15.66 % 7.19 % 112 Badgley Phelps Wealth Managers Seattle , Wash . 4,769.43 24.91 % 5.62 15.04 % 8.58 % 113 Beacon Capital Management Dayton , Ohio 4,744.09 41.92 % 0.47 33.69 % 6.16 % 114 JMG Financial Group Downers Grove , Ill . 4,716.00 24.50 % 3.58 9.09 % 14.12 % 115 Cassaday & Company Mclean , Va . 4,647.15 26.19 % 1.71 20.38 % 4.83 % 116 Truepoint Wealth Counsel Cincinnati , Ohio 4,642.98 20.14 % 2.89 8.10 % 11.14 % 117 Annex Wealth Management Elm Grove , Wis . 4,595.18 21.39 % 0.79 10.93 % 9.43 % 118 Kovack Advisors Fort Lauderdale , Fla . 4,547.28 29.24 % 0.47 13.21 % 14.15 % 119 F . L . Putnam Investment Mgmt Company Wellesley , Mass . 4,547.18 29.90 % 3.21 -4.82 % 36.48 % 120 Camden Capital North Palm Beach , Fla . 4,504.00 14.86 % 10.70 -5.87 % 22.03 % 121 Inverness Counsel New York , N . Y . 4,468.95 26.65 % 11.92 58.40 % -20.04 % 122 WA Asset Management Birmingham , Ala . 4,465.84 28.25 % 3.16 16.83 % 9.78 % 123 Finaccess Advisors Miami , Fla . 4,446.18 -3.16 % 39.70 -13.54 % 12.00 % 124 Gradient Investments Arden Hills , Minn . 4,375.74 35.15 % 0.24 14.32 % 18.22 % 125 Exencial Wealth Advisors Oklahoma City , Okla . 4,360.55 24.95 % 1.67 14.60 % 9.03 % 126 Crescent Grove Advisors Lake Forest , Ill . 4,354.81 17.84 % 13.20 -2.16 % 20.44 % 127 Brownson , Rehmus & Foxworth Chicago , Ill . 4,298.88 -28.65 % 19.02 35.45 % -47.32 % 128 Parsec Financial Asheville , N . C . 4,226.30 23.29 % 2.16 15.55 % 6.70 % 129 Covington Capital Management Los Angeles , Calif . 4,204.19 17.30 % 8.96 8.79 % 7.82 % 130 Clifford Swan Investment Counselors Pasadena , Calif . 4,187.00 18.48 % 4.49 14.67 % 3.32 % 131 Crestone Capital Boulder , Colo . 4,174.50 34.19 % 20.36 16.52 % 15.17 % 132 Bordeaux Wealth Advisors Menlo Park , Calif . 4,107.87 18.38 % 21.51 -1.45 % 20.13 % 133 Frontier Wealth Management Kansas City , Mo . 4,102.34 12.01 % 2.22 13.35 % -1.18 % 134 Beacon Investment Advisory Services Morristown , N . J . 4,093.00 10.47 % 3.95 2.57 % 7.70 % 135 Prio Wealth Boston , Mass . 4,081.46 16.06 % 5.98 14.19 % 1.64 % 136 Advance Capital Management Southfield , Mich . 4,069.54 17.92 % 0.62 9.27 % 7.92 % 137 Pure Financial Advisors San Diego , Calif . 4,003.36 30.37 % 1.40 28.87 % 1.17 % 138 Carnegie Investment Counsel Pepper Pike , Ohio 3,981.84 35.30 % 1.64 17.21 % 15.43 % 139 Cary Street Partners Investment Advisory Richmond , Va . 3,946.15 21.25 % 1.23 16.83 % 3.78 % 140 Robertson Stephens Wealth Management San Francisco , Calif . 3,930.99 87.53 % 6.23 24.82 % 50.24 % 141 Mainstay Capital Management Grand Blanc , Mich . 3,858.74 12.84 % 1.01 9.75 % 2.81 % 142 Westmount Asset Management Los Angeles , Calif . 3,837.49 23.05 % 2.85 20.95 % 1.74 % 143 TCI Wealth Advisors Tucson , Ariz . 3,764.47 18.30 % 1.49 9.39 % 8.15 % 144 Merriman Wealth Management Seattle , Wash . 3,694.33 21.79 % 1.60 16.06 % 4.94 % 145 Hamilton Capital Columbus , Ohio 3,634.51 24.85 % 1.45 18.27 % 5.56 % 146 Heritage Investors Management Corporation Bethesda , Md . 3,615.92 17.28 % 5.05 15.15 % 1.85 % 147 Axxcess Wealth Management Carlsbad , Calif . 3,588.52 71.15 % 0.78 138.44 % -28.22 % 148 TFO Phoenix Phoenix , Ariz . 3,575.98 23.68 % 18.53 6.38 % 16.27 % 149 TFO-TDC , LLC dba TDC Investment Advisory Maumee , Ohio 3,551.09 22.47 % 2.64 14.55 % 6.92 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . ** Average assets per client relationship . † Firm started in 2021 . †† AUM is for JFG Wealth Management and Johnson Financial Group . JFG Wealth Management is owned 100 % by Johnson Financial Group and Johnson Financial Group employees . ‡ AUM is for NorthCoast Asset Management , a dba of , and investment advisory services offered through , Connectus Wealth . ‡‡ Pan Global Advisers is a wholly owned RIA by Tax Efficient Asset Management Solution (“ TEAMS ”), and is the sub-adviser to TEAMS .

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