FA Magazine July/August 2024 | Page 44

100 Cassaday & Company McLean , Va . 4,975.02 23.33 % 1.66 18.85 % 3.77 % 101 Index Fund Advisors Irvine , Calif . 4,954.89 13.81 % 2.04 15.22 % -1.22 % 102 Truepoint Wealth Counsel Cincinnati , Ohio 4,935.60 17.22 % 2.72 13.21 % 3.54 % 103 Robertson Stephens Wealth Management San Francisco , Calif . 4,932.27 33.52 % 4.12 16.10 % 15.00 % 104 Miracle Mile Advisors Los Angeles , Calif . 4,895.70 18.52 % 2.60 12.93 % 4.95 % 105 Grimes & Company Westborough , Mass . 4,850.37 16.10 % 1.35 14.91 % 1.04 % 106 Baker Tilly Wealth Management Madison , Wis . 4,800.23 22.71 % 4.96 26.64 % -3.11 % 107 Callan Family Office Radnor , Pa . 4,767.78 34.65 % 144.48 91.77 % -29.79 % 108 Mayflower Advisors Boston , Mass . 4,675.58 275.98 % 4.88 212.40 % 20.35 % 109 Chicago Partners Wealth Advisors Chicago , Ill . 4,592.82 19.96 % 2.30 2.42 % 17.13 % 110 Klingenstein Fields Advisors New York , N . Y . 4,590.01 6.39 % 8.81 8.02 % -1.51 % 111 Carnegie Investment Counsel Pepper Pike , Ohio 4,519.65 30.24 % 2.10 24.06 % 4.98 % 112 Allegheny Financial Group Pittsburgh , Pa . 4,472.17 18.00 % 1.24 6.92 % 10.37 % 113 PermCap Investment Office Charleston , S . C . 4,462.88 6.42 % 106.26 19.09 % -10.64 % 114 Crescent Grove Advisors Lake Forest , Ill . 4,455.15 13.86 % 12.41 11.00 % 2.57 % 115 Bordeaux Wealth Advisors Menlo Park , Calif . 4,437.47 10.75 % 20.08 23.78 % -10.53 % 116 Kovack Advisors Fort Lauderdale , Fla . 4,287.82 17.45 % 0.35 5.69 % 11.13 % 117 Linscomb Wealth Houston , Texas 4,287.25 0.72 % 2.44 8.74 % -7.38 % 118 Moran Wealth Management Naples , Fla . 4,266.89 5.29 % 2.30 13.17 % -6.96 % 119 Westmount Partners Los Angeles , Calif . 4,259.36 19.46 % 2.90 11.00 % 7.61 % 120 Hamilton Capital Columbus , Ohio 4,219.86 12.29 % 1.51 7.58 % 4.38 % 121 TCI Wealth Advisors Tucson , Ariz . 4,091.67 19.24 % 1.38 9.80 % 8.59 % 122 SYM Financial Advisors Winona Lake , Ind . 4,055.39 21.77 % 2.44 6.96 % 13.85 % 123 Finaccess Advisors Miami , Fla . 4,047.02 -2.24 % 40.07 1.63 % -3.81 % 124 Adero Partners Pleasanton , Calif . 4,035.67 19.52 % 4.45 18.07 % 1.23 % 125 Brownson , Rehmus & Foxworth Chicago , Ill . 4,026.36 8.17 % 15.73 7.75 % 0.39 % 126 Advance Capital Management Southfield , Mich . 4,023.48 12.70 % 0.58 9.49 % 2.93 % 127 Certuity North Palm Beach , Fla . 3,961.77 8.79 % 6.84 -14.51 % 27.25 % 128 TFO Wealth Partners Maumee , Ohio 3,932.50 21.99 % 1.69 -17.76 % 48.34 % 129 Constellation Wealth Advisors Cincinnati , Ohio 3,900.16 27.99 % 15.60 22.87 % 4.17 % 130 Clifford Swan Investment Counselors Pasadena , Calif . 3,848.00 6.01 % 4.12 7.26 % -1.17 % 131 TFO Family Office Partners Phoenix , Ariz . 3,824.06 14.48 % 14.76 4.31 % 9.75 % 132 Mainstay Capital Management Grand Blanc , Mich . 3,717.39 8.15 % 1.04 14.34 % -5.42 % 133 Heritage Investors Management Co . ‡ Bethesda , Md . 3,663.86 17.18 % 4.81 10.55 % 5.99 % 134 Wharton Business Group Malvern , Pa . 3,652.38 6.77 % 30.44 12.10 % -4.76 % 135 Foster Group West Des Moines , Iowa 3,611.66 17.14 % 1.86 10.57 % 5.94 % 136 Merriman Wealth Management Seattle , Wash . 3,605.82 9.36 % 1.55 11.43 % -1.86 % 137 Retirement Planners of America Plano , Texas 3,559.53 0.61 % 0.54 1.56 % -0.94 % 138 Chicago Capital Chicago , Ill . 3,525.46 56.14 % 5.17 35.08 % 15.59 % 139 Carlson Capital Management Northfield , Minn . 3,502.69 17.02 % 2.67 12.55 % 3.97 % 140 Sand Hill Global Advisors Palo Alto , Calif . 3,443.77 13.36 % 6.41 4.07 % 8.92 % 141 HoyleCohen Wealth Management San Diego , Calif . 3,430.17 11.16 % 1.99 -6.36 % 18.70 % 142 Bragg Financial Advisors Charlotte , N . C . 3,423.86 22.34 % 8.52 21.73 % 0.50 % 143 Matter Family Office Saint Louis , Mo . 3,400.00 9.68 % 25.00 4.84 % 4.62 % 144 JFS Wealth Advisors Hermitage , Pa . 3,389.35 13.60 % 1.58 12.11 % 1.32 % 145 Wescott Financial Advisory Group Philadelphia , Pa . 3,384.00 6.75 % 6.45 1.67 % 5.00 % 146 Accredited Investors Wealth Management Edina , Minn . 3,359.36 13.63 % 5.62 12.68 % 0.84 % 147 Schechter Investment Advisors Birmingham , Mich . 3,349.37 17.64 % 4.89 8.71 % 8.21 % 148 True North Advisors Dallas , Texas 3,341.15 11.13 % 13.64 3.42 % 7.46 % 149 Sowell Management North Little Rock , Ark . 3,329.40 18.52 % 0.33 4.23 % 13.71 %

* Average assets per client relationship . ** AUM is the combined totals for Evoke Advisors and Advanced Research Investment Solutions ( merged as of 5 / 2020 ). † AUM based on fiscal year end 5 / 31 / 23 . †† AUM as of 2 / 24 as reported on latest ADV form . ‡ AUM as of 3 / 24 as reported on latest ADV form . ‡‡ AUM includes assets managed by Corient , and firms in which Corient has an investment . Not all assets are considered regulatory assets as defined in their Form ADV . § AUM and client numbers are as of 12 / 31 / 23 for Wealthspire Advisors and its subsidiaries , separately registered investment advisors and subsidiary companies of NFP , an Aon company . §§ Cary Street Partners Financial is the parent company to Cary Street Partners Investment Advisory .

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