FA Magazine July/August 2022 | Page 46

50 GW & Wade Wellesley , Mass . 10,403.99 25.47 % 3.03 14.13 % 9.94 % 51 Sequoia Financial Group Akron , Ohio 10,090.92 81.90 % 1.82 22.14 % 48.93 % 52 Brighton Jones Seattle , Wash . 10,050.81 19.04 % 4.17 12.32 % 5.99 % 53 Choreo Minneapolis , Minn . 9,977.99 33.67 % 2.49 25.32 % 6.67 % 54 Investment Research & Advisory Group Atlanta , Ga . 9,657.00 27.60 % 45.99 18.49 % 7.69 % 55 Mill Creek Capital Advisors Conshohocken , Pa . 9,436.96 17.22 % 25.85 12.08 % 4.58 % 56 CV Advisors Aventura , Fla . 9,406.62 22.79 % 90.45 0.36 % 22.35 % 57 Freestone Capital Management Seattle , Wash . 8,929.18 23.61 % 3.94 13.86 % 8.56 % 58 Johnson Wealth Milwaukee , Wis . 8,804.22 10.48 % 9.69 8.42 % 1.91 % 59 The Mather Group Chicago , Ill . 8,579.76 58.17 % 2.74 9.34 % 44.66 % 60 Douglas C . Lane & Associates New York , N . Y . 8,475.47 23.24 % 6.84 20.66 % 2.14 % 61 Brookstone Capital Management Wheaton , Ill . 8,404.35 19.79 % 0.22 5.79 % 13.24 % 62 Tolleson Wealth Management Dallas , Texas 8,181.88 18.96 % 43.06 11.44 % 6.74 % 63 Bartlett Wealth Management Cincinnati , Ohio 8,178.56 13.76 % 3.94 4.51 % 8.86 % 64 Welch & Forbes Boston , Mass . 7,806.73 24.62 % 9.47 23.41 % 0.98 % 65 Kovitz Investment Group Partners Chicago , Ill . 7,801.47 21.14 % 3.61 16.77 % 3.74 % 66 Conrad Siegel Investment Advisors Harrisburg , Pa . 7,618.02 23.47 % 20.10 0.99 % 22.26 % 67 Cornerstone Advisors Asset Management Bethlehem , Pa . 7,611.77 10.71 % 16.66 -2.86 % 13.97 % 68 Ropes Wealth Advisors Boston , Mass . 7,502.87 18.50 % 5.78 11.38 % 6.39 % 69 Forum Financial Management Lombard , Ill . 7,399.29 37.90 % 1.62 21.70 % 13.31 % 70 Valeo Financial Advisors Carmel , Ind . 7,277.85 13.87 % 4.37 -1.60 % 15.72 % 71 Wetherby Asset Management San Francisco , Calif . 7,272.83 10.66 % 12.50 10.09 % 0.52 % 72 Adviser Investments Newton , Mass . 7,249.88 10.83 % 1.85 7.07 % 3.51 % 73 Coldstream Wealth Management Bellevue , Wash . 7,219.30 67.02 % 3.04 6.89 % 56.26 % 74 Monroe Vos Consulting Houston , Texas 7,149.25 9.29 % 67.45 8.26 % 0.95 % 75 Modera Wealth Management Westwood , N . J . 6,950.53 40.20 % 3.51 22.79 % 14.18 % 76 Joel Isaacson & Co . New York , N . Y . 6,754.22 22.46 % 5.66 17.64 % 4.10 % 77 Altair Advisers Chicago , Ill . 6,683.26 10.94 % 19.10 6.18 % 4.48 % 78 Heck Capital Advisors Rhinelander , Wis . 6,674.67 12.11 % 5.70 -1.40 % 13.70 % 79 Plancorp St . Louis , Mo . 6,605.20 30.34 % 4.85 39.82 % -6.78 % 80 Thrivent Advisor Network Minneapolis , Minn . 6,529.17 23.33 % 0.55 3.01 % 19.72 % 81 Gofen and Glossberg Chicago , Ill . 6,479.22 16.62 % 5.11 7.15 % 8.84 % 82 Clarfeld Financial Advisors Tarrytown , N . Y . 6,471.11 28.96 % 5.88 -3.63 % 33.82 % 83 RegentAtlantic Morristown , N . J . 6,205.19 20.34 % 3.47 14.69 % 4.92 % 84 Zeke Capital Advisors Berwyn , Pa . 6,164.65 12.08 % 55.04 -1.93 % 14.29 % 85 SignatureFD Atlanta , Ga . 6,143.96 34.21 % 3.95 19.79 % 12.03 % 86 Greenspring Advisors Towson , Md . 6,126.23 16.73 % 9.90 10.13 % 5.99 % 87 Bradley , Foster & Sargent Hartford , Conn . 6,124.65 25.52 % 3.75 17.30 % 7.01 % 88 Dowling & Yahnke Wealth Advisors San Diego , Calif . 6,113.33 11.55 % 4.34 5.94 % 5.30 % 89 BDF Itasca , Ill . 5,917.75 10.27 % 4.09 9.13 % 1.05 % 90 RGT Wealth Advisors Dallas , Texas 5,751.17 18.33 % 8.07 4.06 % 13.72 % 91 Caprock Boise , Idaho 5,741.56 21.17 % 22.17 4.32 % 16.14 % 92 WMS Partners Towson , Md . 5,674.25 29.89 % 12.15 18.49 % 9.62 % 93 Northside Capital Management Hood River , Ore . 5,634.10 -3.59 % 160.97 -9.10 % 6.06 % 94 Bailard , Inc . Foster City , Calif . 5,633.15 27.45 % 6.47 18.52 % 7.53 % 95 Alesco Advisors Pittsford , N . Y . 5,465.58 12.57 % 11.20 9.80 % 2.52 % 96 Ingalls & Snyder New York , N . Y . 5,445.93 38.56 % 1.29 28.92 % 7.48 % 97 Parallel Advisors San Francisco , Calif . 5,443.16 42.81 % 1.99 25.92 % 13.41 % 98 CI Brightworth Atlanta , Ga . 5,364.75 17.00 % 3.17 8.91 % 7.43 % 99 Advisors Capital Management Ridgewood , N . J . 5,346.41 37.66 % 0.66 11.54 % 23.41 %

* 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 .

42 | financial advisor magazine | July / august 2022 www . fa-mag . com