FA Magazine July/August 2023 | Page 41

204 Birch Hill Investment Advisors Boston , Mass . 2,064.58 -17.78 % 11.10 -18.22 % 0.54 % 205 Arnerich Massena Portland , Ore . 2,064.37 -24.92 % 7.02 -16.49 % -10.09 % 206 Chesley , Taft & Associates Chicago , Ill . 2,059.31 -17.39 % 5.57 -19.40 % 2.49 % 207 Regal Investment Advisors Kentwood , Mich . 2,042.75 -0.74 % 0.30 -13.94 % 15.34 % 208 Inspire Investing Meridian , Idaho 2,031.61 2.36 % 4.23 48.84 % -31.23 % 209 SJS Investment Services Sylvania , Ohio 2,028.89 -24.18 % 2.26 -26.54 % 3.22 % 210 Osborne Partners Capital Management San Francisco , Calif . 1,998.29 -10.92 % 3.04 -11.60 % 0.77 % 211 Summitry Foster City , Calif . 1,988.68 -16.52 % 1.76 -12.31 % -4.81 % 212 CPS Investment Advisors Lakeland , Fla . 1,988.22 -8.50 % 0.57 78.67 % -48.79 % 213 GHP Investment Advisors Denver , Colo . 1,984.69 -8.48 % 1.91 -13.40 % 5.69 % 214 Foster & Motley Cincinnati , Ohio 1,961.37 -4.68 % 2.47 -9.36 % 5.17 % 215 Zemenick & Walker Saint Louis , Mo . 1,959.09 -23.41 % 8.48 -21.42 % -2.53 % 216 CoreCap Advisors Southfield , Mich . 1,957.27 2.53 % 0.25 -17.87 % 24.84 % 217 LVW Advisors Pittsford , N . Y . 1,933.79 -12.14 % 4.14 -19.29 % 8.86 % 218 Heritage Financial Services Westwood , Mass . 1,930.82 -13.35 % 1.70 -19.37 % 7.46 % 219 RTD Financial Advisors Philadelphia , Pa . 1,924.54 -12.18 % 2.98 -9.46 % -3.01 % 220 Certified Advisory Corp . Altamonte Springs , Fla . 1,921.93 -11.79 % 0.84 -16.14 % 5.19 % 221 Glassman Wealth Services Vienna , Va . 1,907.22 14.73 % 5.37 -2.40 % 17.55 % 222 Performance Wealth Hinsdale , Ill . 1,901.03 -22.37 % 6.79 -27.09 % 6.46 % 223 West Financial Services McLean , Va . 1,898.69 -16.84 % 2.08 -19.40 % 3.17 % 224 Courier Capital Buffalo , N . Y . 1,898.01 -12.95 % 2.25 -15.95 % 3.57 % 225 Obermeyer Wood Investment Counsel Aspen , Colo . 1,886.99 -23.01 % 3.02 -27.94 % 6.84 % 226 SFMG Wealth Advisors Plano , Texas 1,884.95 -3.40 % 2.88 -6.20 % 2.99 % 227 BLB & B Advisors Montgomeryville , Pa . 1,878.94 -9.01 % 1.47 -13.42 % 5.09 % 228 Kowal Investment Group Waukesha , Wis . 1,839.00 67.18 % 1.31 51.41 % 10.42 % 229 Capstone Financial Advisors Downers Grove , Ill . 1,824.85 -13.06 % 2.91 -21.64 % 10.95 % 230 Guyasuta Investment Advisors Pittsburgh , Pa . 1,814.72 -8.62 % 4.22 -13.29 % 5.39 % 231 CFS Investment Advisory Services Totowa , N . J . 1,794.47 -13.87 % 3.20 -15.41 % 1.82 % 232 Legacy Wealth Management Memphis , Tenn . 1,778.42 -14.35 % 1.36 -19.32 % 6.16 % 233 IPI Wealth Management Decatur , Ill . 1,776.79 -5.68 % 0.45 -20.41 % 18.50 % 234 Sather Financial Group Victoria , Texas 1,764.38 23.30 % 3.75 19.90 % 2.84 % 235 Stonebridge Capital Advisors Saint Paul , Minn . 1,760.36 -2.47 % 1.40 8.22 % -9.88 % 236 Stokes Family Office New Orleans , La . 1,732.06 -5.94 % 2.78 -18.19 % 14.97 % 237 Lutz Financial Omaha , Neb . 1,731.48 -4.79 % 2.32 -9.25 % 4.92 % 238 Prosperity Capital Advisors Westlake , Ohio 1,712.43 -3.30 % 0.44 -12.71 % 10.78 % 239 Fairway Wealth Management Independence , Ohio 1,652.49 -18.33 % 6.21 -17.72 % -0.75 % 240 LBMC Investment Advisors Brentwood , Tenn . 1,623.66 -14.40 % 3.33 -17.39 % 3.62 % 241 ProVise Management Group Clearwater , Fla . 1,616.43 -8.64 % 1.14 -10.96 % 2.61 % 242 Pinnacle Wealth Planning Services Mansfield , Ohio 1,609.40 -19.20 % 1.71 -24.70 % 7.30 % 243 Fairview Capital Investment Management Greenbrae , Calif . 1,540.98 -6.40 % 6.79 -12.17 % 6.57 % 244 ML & R Wealth Management Austin , Texas 1,538.10 2.39 % 2.18 -11.82 % 16.12 % 245 Conservest Capital Advisors Wynnewood , Pa . 1,536.66 -4.76 % 5.73 -8.66 % 4.28 % 246 Tom Johnson Investment Management Oklahoma City , Okla . 1,519.43 -7.52 % 7.91 -5.59 % -2.04 % 247 Cornerstone Advisory Hunt Valley , Md . 1,515.98 -10.94 % 1.91 -4.87 % -6.38 % 248 Van Hulzen Asset Management El Dorado Hills , Calif . 1,513.03 -8.73 % 1.45 -21.31 % 15.98 % 249 Abacus Planning Group Columbia , S . C . 1,507.41 -9.76 % 5.02 -14.28 % 5.26 % 250 AlphaCore Wealth Advisory La Jolla , Calif . 1,497.53 16.01 % 1.51 0.27 % 15.70 % 251 Wealthquest Cincinnati , Ohio 1,493.99 -10.75 % 1.03 -14.02 % 3.80 % 252 California Financial Advisors San Ramon , Calif . 1,489.95 -9.65 % 1.13 -10.06 % 0.46 % 253 Meyer Capital Group Marlton , N . J . 1,484.00 11.89 % 1.86 3.49 % 8.11 % 254 Cabana Asset Management Fayetteville , Ark . 1,476.78 -40.64 % 3.90 -42.05 % 2.43 %

* 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 .

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