FA Magazine July/August 2023 | Page 40

153 Sand Hill Global Advisors Palo Alto , Calif . 3,037.94 -15.72 % 6.16 -25.98 % 13.86 % 154 True North Advisors Dallas , Texas 3,006.40 4.69 % 6.19 8.14 % -3.19 % 155 Carlson Capital Management Northfield , Minn . 2,993.36 -5.41 % 2.38 -8.11 % 2.94 % 156 CM Wealth Advisors Beachwood , Ohio 2,984.53 -15.55 % 15.15 -23.26 % 10.06 % 157 JFS Wealth Advisors Hermitage , Pa . 2,983.68 -15.59 % 1.41 -16.54 % 1.15 % 158 Telemus Capital Southfield , Mich . 2,972.20 -11.59 % 1.80 -14.80 % 3.77 % 159 Accredited Investors Wealth Management Edina , Minn . 2,956.36 -12.62 % 4.99 -14.09 % 1.72 % 160 Altium Wealth Management Purchase , N . Y . 2,942.45 10.95 % 2.91 2.60 % 8.14 % 161 Sowell Management North Little Rock , Ark . 2,892.76 3.57 % 0.19 36.81 % -24.30 % 162 Lake Street Advisors Portsmouth , N . H . 2,888.38 -14.93 % 32.82 -15.90 % 1.15 % 163 CreativeOne Wealth Overland Park , Kan . 2,879.55 -11.16 % 0.21 -21.46 % 13.11 % 164 AGW Capital Advisors Tampa , Fla . 2,858.78 -6.15 % 22.87 -15.16 % 10.62 % 165 Schechter Investment Advisors Birmingham , Mich . 2,847.05 9.56 % 3.95 -9.73 % 21.38 % 166 Abacus Wealth Partners Santa Monica , Calif . 2,834.45 -17.38 % 1.85 0.70 % -17.95 % 167 GenTrust Miami , Fla . 2,802.47 2.12 % 9.07 -8.13 % 11.15 % 168 Bragg Financial Advisors Charlotte , N . C . 2,798.67 -8.87 % 7.00 NA NA 169 The Wealth Consulting Group Las Vegas , Nev . 2,795.80 -2.66 % 0.38 -8.40 % 6.27 % 170 Klingman & Associates New York , N . Y . 2,777.26 -10.99 % 4.74 -16.46 % 6.55 % 171 HoyleCohen San Diego , Calif . 2,739.82 -15.35 % 1.89 -17.81 % 2.99 % 172 Halbert Hargrove Long Beach , Calif . 2,735.03 -9.76 % 3.40 -17.28 % 9.09 % 173 Beaumont Financial Partners Needham , Mass . 2,726.50 -9.93 % 4.74 -13.84 % 4.55 % 174 Yale Capital Corp . Saint Petersburg , Fla . 2,722.85 11.10 % 22.69 8.32 % 2.56 % 175 Smith Salley Wealth Management Greensboro , N . C . 2,709.59 -0.28 % 3.46 -7.78 % 8.14 % 176 Sage Financial Group Conshohocken , Pa . 2,702.00 -8.10 % 3.60 -13.00 % 5.63 % 177 Evensky Katz Coral Gables , Fla . 2,640.71 -3.68 % 2.46 -6.72 % 3.27 % 178 Henssler Financial Kennesaw , Ga . 2,639.37 -4.91 % 1.69 -13.58 % 10.03 % 179 Coastal Bridge Advisors Westport , Conn . 2,620.18 -8.22 % 8.14 -6.51 % -1.83 % 180 Wealthcare Capital Management Richmond , Va . 2,603.04 12.47 % 0.62 20.83 % -6.92 % 181 Connecticut Wealth Management Farmington , Conn . 2,589.91 8.58 % 2.40 -10.10 % 20.78 % 182 Dakota Wealth Palm Beach Gardens , Fla . 2,548.15 30.61 % 1.46 -14.87 % 53.43 % 183 IFG Advisory Atlanta , Ga . 2,532.64 -5.91 % 0.36 -28.60 % 31.78 % 184 The Welch Group Birmingham , Ala . 2,522.23 2.95 % 2.07 -1.94 % 4.99 % 185 GM Advisory Group Melville , N . Y . 2,514.70 -19.95 % 4.31 -23.38 % 4.47 % 186 Wellesley Asset Management Wellesley , Mass . 2,394.52 -23.23 % 1.32 -22.29 % -1.20 % 187 Morton Wealth Calabasas , Calif . 2,377.71 -1.60 % 2.16 -4.81 % 3.37 % 188 MCF Advisors Covington , Ky . 2,326.11 -13.71 % 2.68 -18.19 % 5.47 % 189 XML Financial Group Bethesda , Md . 2,323.03 2.89 % 0.40 -64.13 % 186.84 % 190 Resource Consulting Group Orlando , Fla . 2,316.72 -12.34 % 4.31 -15.11 % 3.27 % 191 Bogart Wealth McLean , Va . 2,282.22 18.55 % 1.86 -0.98 % 19.73 % 192 Chicago Capital Chicago , Ill . 2,257.87 -28.42 % 3.83 -30.49 % 2.97 % 193 Marcum Wealth Cleveland , Ohio 2,250.83 10.43 % 0.86 2.65 % 7.58 % 194 Cardiff Park Advisors Carlsbad , Calif . 2,206.30 -8.81 % 5.84 -8.32 % -0.53 % 195 Vigilant Wealth Management Portland , Maine 2,200.86 -1.75 % 4.37 -10.14 % 9.33 % 196 BakerAvenue Wealth Management San Francisco , Calif . 2,200.00 4.76 % 2.99 3.91 % 0.82 % 197 Capital Wealth Advisors Naples , Fla . 2,177.94 7.88 % 1.63 -8.22 % 17.55 % 198 Schneider Downs Wealth Mgmt . Advisors Pittsburgh , Pa . 2,175.01 -12.01 % 2.93 -16.99 % 6.00 % 199 Team Hewins Redwood City , Calif . 2,173.72 -11.24 % 6.16 -18.28 % 8.62 % 200 FAS Wealth Partners Leawood , Kan . 2,155.59 -10.60 % 1.64 -17.29 % 8.08 % 201 Retirement Income Solutions Ann Arbor , Mich . 2,145.73 -10.74 % 1.70 -12.08 % 1.53 % 202 Stoker Ostler Wealth Advisors Scottsdale , Ariz . 2,111.00 0.63 % 1.82 -10.21 % 12.08 % 203 Gratus Capital Atlanta , Ga . 2,103.07 -39.90 % 2.11 -46.84 % 13.05 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . ** Average assets per client relationship . † AUM is the combined totals for Evoke Advisors and Advanced Research Services ( merged as of May 2020 ). †† Firm started in 2022 .

38 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2023 WWW . FA-MAG . COM