FA Magazine July/August 2025 | Page 38

ASSET CATEGORY: 1 BILLION AND OVER 1 CAPTRUST Financial Advisors Raleigh, N. C. 1,083,051.01 33.68 % 29.40 15.46 % 15.78 % 2 Edelman Financial Engines Boston, Mass. 292,902.97 8.17 % 0.23 9.01 %-0.77 % 3 SageView Advisory Group Newport Beach, Calif. 238,552.02 17.76 % 50.15 12.88 % 4.32 % 4 Creative Planning † Overland Park, Kan. 234,610.38 33.86 % 2.18-5.51 % 41.67 % 5 Hightower Advisors Chicago, Ill. 164,789.47 26.53 % 2.99 7.26 % 17.96 % 6 Corient ¶ Miami, Fla. 143,628.53 21.52 % 5.98 N / A N / A 7 Cerity Partners New York, N. Y. 122,848.69 52.47 % 3.26 14.28 % 33.42 % 8 Pathstone Englewood, N. J. 100,444.14 108.14 % 47.18 85.46 % 12.23 % 9 Focus Partners Wealth Boston, Mass. 95,889.89 346.57 % 2.74-28.75 % 526.77 % 10 Wealth Enhancement Advisory Services Plymouth, Minn. 94,632.03 31.39 % 1.34 11.54 % 17.79 % 11 Fiducient Advisors Chicago, Ill. 67,638.98 21.01 % 101.41 14.66 % 5.54 % 12 CIBC Private Wealth Advisors Atlanta, Ga. 61,112.97 10.50 % 6.08-1.05 % 11.67 % 13 Mercer Advisors Denver, Colo. 60,256.27 32.87 % 1.84 25.44 % 5.92 % 14 Cresset Asset Management †† Chicago, Ill. 52,506.64 28.91 % 17.15 58.98 %-18.91 % 15 Innovest Portfolio Solutions ‡‡ Denver, Colo. 50,616.98 11.74 % 114.52-4.19 % 16.62 % 16 Kayne Anderson Rudnick Investment Mgmt. Los Angeles, Calif. 45,493.86 10.46 % 1.66 13.06 %-2.30 % 17 Moneta St. Louis, Mo. 42,795.58 14.18 % 5.34 5.11 % 8.63 % 18 Beacon Pointe Advisors Newport Beach, Calif. 39,839.76 27.37 % 1.81-13.16 % 46.67 % 19 AE Wealth Management ** Topeka, Kan. 37,525.71 38.56 % 0.33 17.78 % 17.65 % 20 Silvercrest Asset Management Group New York, N. Y. 36,454.73 9.54 % 43.82 9.93 %-0.36 % 21 First Manhattan Co. New York, N. Y. 34,439.57 8.21 % 12.51 9.00 %-0.72 % 22 Kovitz Investment Group Partners § Chicago, Ill. 31,731.80 181.04 % 2.65-42.31 % 387.18 % 23 Wealthspire Advisors New York, N. Y. 29,298.36 15.94 % 3.08 11.26 % 4.21 % 24 Savant Wealth Management Rockford, Ill. 29,094.58 19.25 % 1.73 15.78 % 3.00 % 25 MAI Capital Management Cleveland, Ohio 29,060.28 50.95 % 2.34-0.01 % 50.97 % 26 AlTi Tiedemann Global New York, N. Y. 29,043.17 38.47 % 66.61 29.57 % 6.86 % 27 Evoke Advisors Los Angeles, Calif. 27,695.49 5.56 % 30.01-3.71 % 9.62 % 28 Steward Partners New York, N. Y. 26,873.41 25.01 % 0.97 11.01 % 12.62 % 29 Allworth Financial Folsom, Calif. 25,097.13 29.94 % 0.87 4.14 % 24.78 % 30 Clearstead Advisors Cleveland, Ohio 24,294.18 58.56 % 5.06-50.39 % 219.59 % 31 1919 Investment Counsel Baltimore, Md. 23,984.81 12.84 % 12.21 13.47 %-0.56 % 32 Johnson Investment Counsel Cincinnati, Ohio 20,872.14 12.16 % 4.07 7.52 % 4.32 % 33 Oxford Financial Group Carmel, Ind. 19,650.38 7.96 % 28.94 11.62 %-3.28 % 34 Newport Capital Group Red Bank, N. J. 18,953.44 14.72 % 86.15 11.07 % 3.29 % 35 Homrich Berg Atlanta, Ga. 18,591.40 22.32 % 4.39 15.82 % 5.61 % 36 Choreo Rockford, Ill. 18,232.36 13.73 % 2.52 7.64 % 5.66 % 37 RWA Wealth Partners Newton, Mass. 17,255.24 11.88 % 2.81 17.03 %-4.40 % 38 Waverly Advisors Birmingham, Ala. 16,130.19 60.37 % 1.60-33.21 % 140.12 % 39 Aspiriant Los Angeles, Calif. 15,532.93 4.73 % 6.87 2.83 % 1.85 % 40 Modera Wealth Management Westwood, N. J. 15,510.48 23.76 % 2.54 5.40 % 17.42 % 41 WE Family Offices Coral Gables, Fla. 15,364.80 10.46 % 143.60 11.50 %-0.93 % 42 myCIO Wealth Partners Philadelphia, Pa. 14,415.67 11.16 % 15.88 9.20 % 1.79 % 43 Evercore Wealth Management New York, N. Y. 13,898.60 13.26 % 18.48 10.40 % 2.59 % 44 Appleton Partners Boston, Mass. 13,452.68 6.30 % 1.81 2.07 % 4.14 % 45 Mason Investment Advisory Service Reston, Va. 13,204.25 8.63 % 11.90 0.51 % 8.08 % 46 Investment Research & Advisory Group Atlanta, Ga. 13,197.61 14.78 % 46.47 9.93 % 4.41 % 47 CV Advisors Aventura, Fla. 12,855.52 32.83 % 102.03 23.34 % 7.69 % 48 CliftonLarsonAllen Wealth Advisors Minneapolis, Minn. 12,327.82 54.53 % 1.76 45.70 % 6.06 % 49 Gresham Partners Chicago, Ill. 11,650.77 12.22 % 94.72 7.66 % 4.24 % 50 Williams Jones Wealth Management New York, N. Y. 11,618.86 9.94 % 7.56 4.14 % 5.57 % 51 Freestone Capital Management Seattle, Wash. 11,493.62 20.63 % 4.02 10.50 % 9.17 %

* Average assets per client relationship. ** 2024 AUM is as of February 2025. † AUM represents all assets of Creative Planning Holding Company, which includes Creative Planning and United Capital. †† 2024 AUM is as November 2024. ‡‡ 2024 AUM are assets under advisement. § 2024 AUM is as March 2025. §§ Cary Street Partners Financial is the parent company to Cary Street Partners Investment Advisory. ¶ AUM includes assets managed by Corient, and firms in which Corient has an investment. Not all assets are considered regulatory assets as defined by their Form ADV. ¶¶ C2P Capital Advisor Group doing business as Prosperity Capital Advisors. ††† Formerly SBK Financial. ‡‡‡ TBFM dba Buffington Mohr McNeal. §§§ Firm started in January 2024.

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