FA Magazine July/August 2022 | Page 45

ASSET CATEGORY : $ 1 BILLION AND OVER 1 CAPTRUST Raleigh , N . C . 655,054.29 45.30 % 29.32 -6.80 % 55.89 % 2 Edelman Financial Engines Boston , Mass . 290,354.75 11.63 % 0.22 10.77 % 0.78 % 3 Creative Planning Overland Park , Kan . 133,830.63 92.61 % 2.78 63.76 % 17.62 % 4 Global Retirement Partners San Rafael , Calif . 107,120.21 37.66 % 5.38 -63.53 % 277.45 % 5 Hightower Advisors Chicago , Ill . 103,620.35 39.09 % 2.82 22.75 % 13.31 % 6 Fort Washington Investment Advisors Cincinnati , Ohio 78,334.22 12.95 % 43.49 10.07 % 2.62 % 7 CIBC Private Wealth Advisors Atlanta , Ga . 73,775.46 60.77 % 8.27 49.12 % 7.81 % 8 Mariner Wealth Advisors Overland Park , Kan . 55,432.64 58.55 % 1.84 20.50 % 31.58 % 9 Wealth Enhancement Advisory Services Plymouth , Minn . 52,608.71 116.82 % 1.34 30.45 % 66.21 % 10 Kayne Anderson Rudnick Investment Mgmt Los Angeles , Calif . 47,269.30 19.42 % 1.93 -16.62 % 43.22 % 11 Cerity Partners New York , N . Y . 44,670.53 67.25 % 7.82 11.62 % 49.83 % 12 Chevy Chase Trust Bethesda , Md . 39,184.72 9.25 % 33.58 2.60 % 6.48 % 13 Fiducient Advisors Chicago , Ill . 37,875.89 33.82 % 65.30 36.59 % -2.03 % 14 Mercer Global Advisors Denver , Colo . 34,011.52 71.17 % 1.44 23.17 % 38.97 % 15 Moneta St . Louis , Mo . 32,888.76 19.95 % 5.16 2.55 % 16.97 % 16 Silvercrest Asset Management Group New York , N . Y . 32,319.68 16.18 % 37.02 8.46 % 7.12 % 17 Advanced Capital Group Minneapolis , Minn . 29,775.39 27.03 % 92.76 17.92 % 7.72 % 18 BBR Partners New York , N . Y . 25,967.70 25.40 % 149.24 16.03 % 8.07 % 19 Segall Bryant & Hamill Chicago , Ill . 25,642.77 12.02 % 14.07 6.61 % 5.07 % 20 Evoke Advisors Los Angeles , Calif . 25,460.46 24.46 % 42.86 -14.51 % 45.59 % 21 Beacon Pointe Advisors Newport Beach , Calif . 23,674.54 90.28 % 1.90 -10.07 % 111.58 % 22 Cresset Capital Chicago , Ill . 22,967.86 96.69 % 14.34 16.64 % 68.63 % 23 Buckingham Strategic Wealth St . Louis , Mo . 22,858.70 20.56 % 2.13 7.91 % 11.73 % 24 Pathstone Englewood , N . J . 22,604.85 -4.57 % 22.65 -4.38 % -0.20 % 25 Tiedemann Advisors New York , N . Y . 21,232.90 15.30 % 53.62 11.23 % 3.66 % 26 1919 Investment Counsel New York , N . Y . 20,363.15 16.00 % 8.73 8.94 % 6.48 % 27 Carson Wealth Omaha , Neb . 20,021.17 31.63 % 2.50 -10.94 % 47.79 % 28 Plante Moran Financial Advisors Southfield , Mich . 19,826.27 21.49 % 6.02 8.35 % 12.13 % 29 AE Wealth Management Topeka , Kan . 19,640.09 55.42 % 0.29 58.92 % -2.20 % 30 Johnson Investment Counsel Cincinnati , Ohio 18,763.71 20.86 % 4.30 22.21 % -1.11 % 31 The Colony Group Boston , Mass . 18,638.72 42.78 % 3.30 16.57 % 22.49 % 32 Bahl & Gaynor Investment Counsel Cincinnati , Ohio 18,001.52 9.77 % 23.26 6.22 % 3.34 % 33 Wealthspire Advisors New York , N . Y . 17,448.09 37.22 % 1.89 -32.44 % 103.10 % 34 Oxford Financial Group Carmel , Ind . 17,063.96 15.15 % 23.63 11.16 % 3.59 % 35 Newport Capital Group Red Bank , N . J . 16,570.34 10.50 % 82.85 13.26 % -2.44 % 36 Aspiriant Los Angeles , Calif . 15,477.03 12.30 % 7.37 -7.00 % 20.76 % 37 LeafHouse Financial Austin , Texas 15,453.59 19.77 % 6.32 -6.63 % 28.28 % 38 MAI Capital Management Cleveland , Ohio 14,386.11 55.55 % 3.05 -14.47 % 81.85 % 39 Allworth Financial Folsom , Calif . 13,782.22 36.21 % 0.89 14.94 % 18.50 % 40 WE Family Offices Miami , Fla . 13,382.46 31.19 % 139.40 17.53 % 11.63 % 41 Savant Wealth Management Rockford , Ill . 13,130.28 46.63 % 1.68 20.94 % 21.24 % 42 Signature Estate & Investment Advisors Los Angeles , Calif . 12,726.44 24.66 % 0.81 13.27 % 10.05 % 43 Appleton Partners Boston , Mass . 12,509.80 0.63 % 1.89 -1.07 % 1.72 % 44 Evercore Wealth Management New York , N . Y . 12,183.59 19.84 % 17.76 18.62 % 1.03 % 45 myCIO Wealth Partners Philadelphia , Pa . 11,840.13 19.44 % 14.20 17.29 % 1.83 % 46 Clearstead Advisors Cleveland , Ohio 11,225.68 56.72 % 10.25 17.65 % 33.21 % 47 Homrich Berg Atlanta , Ga . 11,082.92 24.12 % 3.89 -4.19 % 29.55 % 48 Williams Jones Wealth Management New York , N . Y . 10,953.35 17.27 % 8.01 14.79 % 2.17 % 49 Ballentine Partners Waltham , Mass . 10,519.79 21.29 % 38.96 7.36 % 12.97 %

* 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 .

july / august 2022 | financial advisor magazine | 41