FA Magazine July/August 2022 | Page 52

250 Prosperity Capital Advisors ^‡‡‡ Westlake , Ohio 1,737.14 16.79 % 0.49 6.83 % 9.32 % 251 Independent Asset Advisors Wynnewood , Pa . 1,717.39 22.78 % 107.34 15.11 % 6.67 % 252 Cornerstone Advisory Hunt Valley , Md . 1,702.23 19.09 % 2.01 1.35 % 17.50 % 253 Condor Capital Wealth Management Martinsville , N . J . 1,675.86 24.05 % 2.15 14.35 % 8.48 % 254 Wealthquest Cincinnati , Ohio 1,673.99 24.16 % 1.20 17.38 % 5.78 % 255 Trilogy Capital Huntington Beach , Calif . 1,668.53 22.14 % 0.23 16.39 % 4.95 % 256 California Financial Advisors San Ramon , Calif . 1,649.11 13.21 % 1.25 10.20 % 2.73 % 257 Fairview Capital Greenbrae , Calif . 1,646.33 18.97 % 7.73 12.83 % 5.45 % 258 Round Table Wealth Management Westfield , N . J . 1,636.57 24.98 % 4.93 3.15 % 21.17 % 259 Meyer Capital Group Marlton , N . J . 1,635.85 23.33 % 2.07 17.09 % 5.33 % 260 Patriot Investment Management Knoxville , Tenn . 1,610.71 20.81 % 0.85 11.78 % 8.07 % 261 Durbin Bennett Private Wealth Management Austin , Texas 1,605.14 24.83 % 5.46 23.98 % 0.68 % 262 Van Hulzen Asset Management El Dorado Hills , Calif . 1,601.87 22.36 % 0.80 12.80 % 8.47 % 263 Baltimore Washington Financial Advisors Columbia , Md . 1,600.00 28.00 % 1.78 10.93 % 15.38 % 264 Elser Financial Planning Indianapolis , Ind . 1,579.10 48.58 % 5.33 25.49 % 18.40 % 265 Altfest Personal Wealth Mangement New York , N . Y . 1,555.26 3.67 % 2.39 1.27 % 2.36 % 266 United Asset Strategies Garden City , N . Y . 1,542.90 20.77 % 1.33 10.59 % 9.20 % 267 Beaird Harris Wealth Management Dallas , Texas 1,522.71 20.65 % 2.15 15.55 % 4.42 % 268 ML & R Wealth Management Austin , Texas 1,502.17 12.39 % 2.47 1.30 % 10.95 % 269 Cable Hill Partners Portland , Ore . 1,499.00 24.92 % 3.07 15.19 % 8.44 % 270 Tschetter Group Bellevue , Wash . 1,471.83 33.44 % 4.91 15.65 % 15.38 % 271 UMAFS Salt Lake City , Utah 1,468.61 12.08 % 1.36 1.53 % 10.40 % 272 Diversified Portfolios Bloomfield Hills , Mich . 1,466.34 21.88 % 2.80 15.83 % 5.22 % 273 Aveo Capital Partners Englewood , Colo . 1,453.32 41.41 % 1.32 63.48 % -13.50 % 274 AlphaCore Wealth Advisory La Jolla , Calif . 1,440.00 11.55 % 1.67 -1.16 % 12.86 % 275 Sather Financial Group Victoria , Texas 1,430.98 36.52 % 3.12 26.68 % 7.76 % 276 RKL Wealth Management Lancaster , Pa . 1,430.35 16.56 % 1.67 13.96 % 2.28 % 277 Paragon Capital Managment Denver , Colo . 1,423.04 27.47 % 9.06 20.16 % 6.08 % 278 Quadrant Private Wealth Bethlehem , Pa . 1,410.01 42.15 % 2.12 36.81 % 3.91 % 279 TFC Financial Management Boston , Mass . 1,394.09 15.52 % 3.66 9.76 % 5.25 % 280 Per Stirling Capital Management Austin , Texas 1,372.99 11.26 % 1.26 17.08 % -4.97 % 281 Austin Asset Austin , Texas 1,366.01 16.08 % 3.24 7.81 % 7.67 % 282 3EDGE Asset Management Boston , Mass . 1,365.18 18.73 % 2.14 -23.14 % 54.48 % 283 SAX Wealth Advisors Parsippany , N . J . 1,360.87 24.48 % 1.76 15.97 % 7.34 % 284 Nadler Financial Group Deerfield , Ill . 1,360.47 17.46 % 1.54 11.20 % 5.63 % 285 R | W Investment Management Boise , Idaho 1,356.05 8.77 % 1.61 5.54 % 3.06 % 286 Smith Anglin Financial Dallas , Texas 1,307.93 30.57 % 1.17 18.77 % 9.94 % 287 Madison Wealth Management Cincinnati , Ohio 1,293.78 24.30 % 2.41 13.42 % 9.59 % 288 Azzad Asset Management Falls Church , Va . 1,276.91 20.06 % 0.97 15.33 % 4.10 % 289 RK Capital Knoxville , Tenn . 1,271.37 20.22 % 1.29 10.47 % 8.82 % 290 Valley National Financial Advisors Bethlehem , Pa . 1,254.69 13.49 % 0.53 4.51 % 8.60 % 291 Romano Wealth Management Evanston , Ill . 1,254.16 14.71 % 1.70 13.00 % 1.51 % 292 Prism Financial Group Overland Park , Kan . 1,252.84 29.81 % 1.88 19.90 % 8.27 % 293 Prudent Investor Advisors Folsom , Calif . 1,248.04 39.15 % 9.91 15.96 % 20.00 % 294 Diversified Wilmington , Del . 1,235.00 35.01 % 1.01 10.16 % 22.56 % 295 Rollins Financial Advisors Atlanta , Ga . 1,225.52 17.14 % 1.27 11.45 % 5.11 % 296 TrinityPoint Wealth Milford , Conn . 1,224.80 18.15 % 1.38 3.48 % 14.18 % 297 Weatherly Asset Management Del Mar , Calif . 1,218.85 20.43 % 3.28 14.60 % 5.08 % 298 Avitas Wealth Management Los Angeles , Calif . 1,214.83 16.65 % 5.70 3.51 % 12.70 % 299 Segment Wealth Management Houston , Texas 1,210.37 34.06 % 6.34 36.17 % -1.55 %

* 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 . ‡‡‡ C2P Capital Advisor Group dba Prosperity Capital Advisors .

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