FA Magazine July/August 2025 | Page 39

52 Sentinel Wakefield, Mass. 10,730.23 19.07 % 4.51 9.82 % 8.42 % 53 Coldstream Wealth Management Bellevue, Wash. 10,461.13 38.03 % 2.78-19.80 % 72.10 % 54 Brookstone Capital Management Wheaton, Ill. 10,409.14 17.72 % 0.19 11.14 % 5.91 % 55 Caprock Boise, Idaho 10,149.33 46.63 % 24.88 13.93 % 28.71 % 56 Mission Wealth Management Santa Barbara, Calif. 10,024.06 41.72 % 2.76 14.84 % 23.41 % 57 Curi RMB Capital Chicago, Ill. 9,830.68 15.87 % 3.10-5.77 % 22.97 % 58 Heck Capital Advisors Rhinelander, Wis. 9,670.50 45.29 % 8.34 54.05 %-5.69 % 59 Advisors Capital Management Ridgewood, N. J. 9,470.06 27.29 % 1.30 10.69 % 14.99 % 60 Bartlett Wealth Management Cincinnati, Ohio 9,391.24 11.26 % 4.16 15.50 %-3.67 % 61 CW Advisors Boston, Mass. 9,301.98 34.41 % 2.82-1.23 % 36.09 % 62 Conrad Siegel Investment Advisors Harrisburg, Pa. 9,036.30 16.22 % 18.18 10.61 % 5.07 % 63 Forum Financial Management Lombard, Ill. 9,030.64 5.85 % 1.63 1.07 % 4.73 % 64 Ferguson Wellman Capital Management Portland, Ore. 8,992.35 7.13 % 8.76 3.37 % 3.64 % 65 Choate Investment Advisors Boston, Mass. 8,875.55 18.39 % 13.51 13.34 % 4.45 % 66 Tolleson Wealth Management Dallas, Texas 8,759.00 6.52 % 43.80 8.65 %-1.96 % 67 Soltis Investment Advisors St. George, Utah 8,352.55 22.44 % 1.83 5.07 % 16.53 % 68 Cornerstone Advisors Asset Management Bethlehem, Pa. 8,299.03 11.90 % 17.22 7.02 % 4.56 % 69 Cary Street Partners Financial §§ Richmond, Va. 8,263.89 18.44 % 1.41 5.93 % 11.81 % 70 Joel Isaacson & Co. New York, N. Y. 8,039.01 16.60 % 6.46 14.17 % 2.13 % 71 Pure Financial Advisors § San Diego, Calif. 8,023.23 27.50 % 1.28-14.89 % 49.81 % 72 SignatureFD Atlanta, Ga. 8,000.76 14.25 % 4.39 11.12 % 2.82 % 73 Shuster Advisory Group Pasadena, Calif. 7,909.38 25.86 % 22.09 8.28 % 16.23 % 74 F. L. Putnam Investment Management Co. Lynnfield, Mass. 7,695.90 24.77 % 3.00 0.19 % 24.54 % 75 Bradley, Foster & Sargent Hartford, Conn. 7,676.52 12.09 % 4.43 7.24 % 4.53 % 76 Plancorp St. Louis, Mo. 7,295.03 12.58 % 4.68 12.29 % 0.26 % 77 Robertson Stephens Wealth Management San Francisco, Calif. 7,139.38 44.75 % 3.48-15.68 % 71.66 % 78 Crestwood Advisors Group Boston, Mass. 7,015.99 23.26 % 6.12 19.49 % 3.15 % 79 Perigon Wealth Management San Francisco, Calif. 6,940.95 43.69 % 1.40 8.47 % 32.47 % 80 HBKS Wealth Advisors Erie, Pa. 6,854.98 23.06 % 1.09 17.25 % 4.96 % 81 Ingalls & Snyder New York, N. Y. 6,799.93 21.56 % 1.62 19.44 % 1.77 % 82 Simon Quick Advisors Morristown, N. J. 6,717.00 16.76 % 8.36 9.78 % 6.36 % 83 Composition Wealth Los Angeles, Calif. 6,714.19 37.14 % 2.28-2.23 % 40.28 % 84 Callan Family Office Radnor, Pa. 6,669.55 39.89 % 141.91 63.70 %-14.55 % 85 Zhang Financial Portage, Mich. 6,547.69 14.31 % 3.40 23.08 %-7.13 % 86 Gradient Investments Arden Hills, Minn. 6,513.11 23.63 % 0.27 13.59 % 8.84 % 87 Bailard Foster City, Calif. 6,400.35 10.16 % 6.12-2.90 % 13.45 % 88 Axxcess Wealth Management Carlsbad, Calif. 6,329.40-2.18 % 0.73 20.38 %-18.74 % 89 Procyon Partners Shelton, Conn. 6,278.72 27.10 % 4.19 1.68 % 25.00 % 90 Cassaday & Company Mclean, Va. 5,982.80 20.26 % 1.87 13.98 % 5.50 % 91 Badgley Phelps Wealth Managers Seattle, Wash. 5,902.78 15.15 % 5.38 8.75 % 5.88 % 92 Grimes & Company Westborough, Mass. 5,592.56 15.30 % 1.51 11.82 % 3.11 % 93 Kovack Advisors Fort Lauderdale, Fla. 5,533.51 29.05 % 0.39 10.39 % 16.91 % 94 Confluence Financial Partners McMurray, Pa. 5,454.18 78.50 % 2.70 28.01 % 39.45 % 95 Truepoint Wealth Counsel Cincinnati, Ohio 5,391.47 9.24 % 2.95 8.34 % 0.83 % 96 Index Fund Advisors Irvine, Calif. 5,329.17 7.55 % 2.22 8.85 %-1.19 % 97 Westmount Partners Los Angeles, Calif. 5,202.68 22.15 % 3.46 19.31 % 2.38 % 98 Carnegie Investment Counsel Pepper Pike, Ohio 5,153.82 14.03 % 1.88 14.82 %-0.69 % 99 Crescent Grove Advisors Lake Forest, Ill. 4,996.27 12.15 % 13.11 5.67 % 6.13 % 100 PermCap Investment Office Charleston, S. C. 4,932.48 10.52 % 107.23 0.91 % 9.52 % 101 Pension Consultants Springfield, Mo. 4,921.82 10.69 % 66.51 3.21 % 7.25 % 102 Allegheny Financial Group Pittsburgh, Pa. 4,904.13 9.66 % 1.24 0.68 % 8.92 % 103 SYM Financial Advisors Winona Lake, Ind. 4,879.62 20.32 % 2.70 10.95 % 8.45 %

* 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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