FA Magazine July/August 2023 | Page 42

255 Red Door Wealth Management Memphis , Tenn . 1,443.69 21.53 % 2.33 15.84 % 4.91 % 256 Baltimore Washington Financial Advisors Columbia , Md . 1,442.58 -7.59 % 0.57 NA NA 257 RKL Wealth Management Lancaster , Pa . 1,431.85 0.11 % 1.30 -20.85 % 26.47 % 258 Condor Capital Wealth Management Martinsville , N . J . 1,429.53 -14.70 % 1.97 -8.35 % -6.92 % 259 Patriot Investment Management Group Knoxville , Tenn . 1,414.83 -12.16 % 0.75 -11.74 % -0.47 % 260 Ensemble Capital Management San Francisco , Calif . 1,410.95 -22.56 % 4.52 -29.01 % 9.09 % 261 RZH Advisors Stamford , Conn . 1,401.65 -7.54 % 3.55 -12.93 % 6.18 % 262 Berger Financial Group Plymouth , Minn . 1,400.00 -6.67 % 0.47 -12.89 % 7.14 % 263 Beaird Harris Wealth Management Dallas , Texas 1,398.92 -8.13 % 1.97 -8.13 % 0.00 % 264 Altfest Personal Wealth Management New York , N . Y . 1,390.09 -10.62 % 2.06 -13.93 % 3.85 % 265 Elser Financial Planning Indianapolis , Ind . 1,379.85 -12.62 % 4.02 -24.59 % 15.88 % 266 HCR Wealth Advisors Los Angeles , Calif . 1,374.50 -5.29 % 1.53 -1.40 % -3.95 % 267 Rebalance Bethesda , Md . 1,360.00 1.19 % 2.00 -2.83 % 4.13 % 268 SilverOak Wealth Management Edina , Minn . 1,354.80 2.73 % 3.59 -2.45 % 5.31 % 269 Tschetter Group Bellevue , Wash . 1,336.06 -11.37 % 4.61 -20.23 % 11.11 % 270 3EDGE Asset Management Naples , Fla . 1,332.68 -2.38 % 1.69 -20.96 % 23.51 % 271 HUB Investment Advisors Omaha , Neb . 1,315.10 0.27 % 4.85 -26.00 % 35.50 % 272 Nottingham Advisors Amherst , N . Y . 1,301.01 -7.03 % 0.82 -1.85 % -5.28 % 273 Narwhal Capital Management Marietta , Ga . 1,296.30 -5.24 % 4.63 -22.84 % 22.81 % 274 Diversified Wilmington , Del . 1,289.65 4.43 % 0.92 -17.53 % 26.62 % 275 SAX Wealth Advisors Parsippany , N . J . 1,287.69 -5.38 % 1.56 -11.22 % 6.58 % 276 Austin Asset Austin , Texas 1,265.58 -7.35 % 2.94 -9.50 % 2.38 % 277 Magnus Financial Group New York , N . Y . 1,260.52 6.82 % 1.43 -14.06 % 24.29 % 278 Diversified Portfolios Bloomfield Hills , Mich . 1,253.46 -14.52 % 2.28 -18.56 % 4.96 % 279 Atwood & Palmer Kansas City , Mo . 1,251.94 -3.72 % 6.26 -9.50 % 6.38 % 280 Smith Anglin Financial Dallas , Texas 1,245.09 -4.81 % 1.11 0.73 % -5.50 % 281 Mayflower Advisors Boston , Mass . 1,243.57 15.71 % 1.56 28.65 % -10.06 % 282 Bitterroot Capital Advisors Bozeman , Mont . 1,228.72 1.82 % 68.26 -3.83 % 5.88 % 283 TFC Financial Management Boston , Mass . 1,226.53 -12.02 % 3.22 -10.17 % -2.06 % 284 Azzad Asset Management Falls Church , Va . 1,225.89 -4.00 % 0.80 -17.06 % 15.76 % 285 Per Stirling Capital Management Westlake Hills , Texas 1,184.82 -13.71 % 1.05 -16.76 % 3.67 % 286 Investment Counsel Company Las Vegas , Nev . 1,180.74 -11.71 % 3.80 -16.25 % 5.42 % 287 Segment Wealth Management Houston , Texas 1,171.64 -3.20 % 5.61 -11.54 % 9.42 % 288 Bloom Advisors Farmington Hills , Mich . 1,155.07 -20.26 % 0.96 -19.47 % -0.99 % 289 R | W Investment Management Eagle , Idaho 1,154.85 -14.84 % 1.47 -8.54 % -6.89 % 290 BigSur Wealth Management Miami , Fla . 1,154.40 0.09 % 54.97 -9.44 % 10.53 % 291 Traphagen Investment Advisors Oradell , N . J . 1,151.99 -0.79 % 0.67 -11.46 % 12.05 % 292 TrinityPoint Wealth Milford , Conn . 1,149.03 10.84 % 1.14 -15.13 % 30.61 % 293 Valley National Adviser Bethlehem , Pa . 1,129.29 -9.99 % 0.50 -10.36 % 0.40 % 294 Madison Wealth Management Cincinnati , Ohio 1,123.86 -13.13 % 1.95 -19.02 % 7.26 % 295 The Weil Company dba Christopher Weil & Co . San Diego , Calif . 1,107.18 4.23 % 2.04 -0.58 % 4.84 % 296 Telos Capital Management San Diego , Calif . 1,101.82 -7.98 % 1.42 -9.76 % 1.97 % 297 Financial Synergies Wealth Advisors Houston , Texas 1,091.13 -1.93 % 1.40 -7.20 % 5.68 % 298 Wealthstream Advisors New York City , N . Y . 1,075.08 -7.08 % 2.65 -10.98 % 4.38 % 299 Titleist Asset Management San Antonio , Texas 1,072.64 1.27 % 0.81 -4.30 % 5.82 % 300 Blue Chip Partners Farmington Hills , Mich . 1,052.01 -4.26 % 1.57 5.30 % -9.08 % 301 Sheaff Brock Investment Advisors Indianapolis , Ind . 1,049.68 -25.61 % 1.16 -24.87 % -0.98 % 302 Nilsine Partners Greenwood Village , Colo . 1,048.57 3.89 % 2.39 -15.08 % 22.35 % 303 PDS Planning Dublin , Ohio 1,045.59 -7.57 % 1.76 -8.34 % 0.85 % 304 Weatherly Asset Management Del Mar , Calif . 1,013.76 -16.83 % 2.78 -15.23 % -1.88 % 305 Palisade Asset Management Minneapolis , Minn . 1,012.21 402.21 % 3.85 388.85 % 2.73 %

* 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 .

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