2020 ria ranking online · 417 mjp wealth advisors farmington, conn. 622.59 45.69% $1.00 31.70%...

August 2020 • www.fa-mag.com

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ASSET CATEGORY: $1 BILLION AND OVER

1 CAPTRUST Raleigh, N.C. 389,150.70 34.35% $36.50 -16.12% 60.18%

2 Edelman Financial Engines Santa Clara, Calif. 229,000.00 26.52% $0.18 17.41% 7.76%

3 First Republic Investment Management San Francisco, Calif. 87,280.52 11.48% $5.11 -13.35% 28.65%

4 Global Retirement Partners San Rafael, Calif. 67,728.45 68.86% $5.79 29.64% 30.25%

5 Fort Washington Investment Advisors Cincinnati, Ohio 63,058.13 19.24% $143.31 78.85% -33.33%

6 Creative Planning Overland Park, Kan. 47,920.12 30.48% $1.57 21.20% 7.65%

7 Mariner Wealth Advisors Overland Park, Kan. 29,434.61 33.53% $1.38 -1.15% 35.09%

8 CIBC Private Wealth Management Atlanta, Ga. 27,072.29 50.00% $3.43 44.68% 3.68%

9 Silvercrest Asset Management Group New York, N.Y. 25,070.08 31.72% $31.73 18.05% 11.58%

10 Moneta Group Investment Advisors St. Louis, Mo. 23,734.42 17.16% $4.74 9.02% 7.47%

11 Advanced Capital Group Minneapolis, Minn. 23,440.41 2.92% $78.66 -11.58% 16.41%

12 Segall Bryant & Hamill Chicago, Ill. 19,661.20 7.98% $8.39 -3.17% 11.52%

13 DiMeo Schneider & Associates Chicago, Ill. 19,119.13 38.14% $42.96 27.28% 8.54%

14 BBR Partners New York, N.Y. 17,886.90 12.59% $120.05 8.06% 4.20%

15 Veritable Newtown Square, Pa. 17,348.68 15.49% $77.45 15.49% 0.00%

16 Tiedemann Advisors New York, N.Y. 17,318.95 24.41% $40.94 19.71% 3.93%

17 Plante Moran Financial Advisors Southfi eld, Mich. 17,273.98 20.48% $5.96 19.82% 0.56%

18 Mercer Advisors Denver, Colo. 15,616.89 46.13% $1.29 24.12% 17.73%

19 Buckingham Strategic Wealth Clayton, Mo. 15,523.33 4.11% $1.79 -5.66% 10.36%

20 Bahl & Gaynor Investment Counsel Cincinnati, Ohio 15,512.94 43.46% $20.44 36.47% 5.12%

21 1919 Investment Counsel New York, N.Y. 15,117.31 28.02% $10.57 37.60% -6.96%

22 Wealth Enhancement Advisory Services Plymouth, Minn. 13,820.00 64.92% $0.82 27.14% 29.71%

23 Newport Capital Group Red Bank, N.J. 13,446.25 8.47% $74.29 -1.11% 9.70%

24 Boston Private Wealth Boston, Mass. 13,315.70 96.13% $4.26 53.34% 27.91%

25 Johnson Investment Counsel Cincinnati, Ohio 13,117.96 23.04% $3.50 14.69% 7.28%

26 Oxford Financial Group Carmel, Ind. 13,097.23 18.58% $16.41 9.36% 8.42%

27 Aspiriant Los Angeles, Calif. 12,758.73 9.33% $7.61 9.85% -0.47%

28 Carson Wealth Omaha, Neb. 12,552.30 67.30% $2.57 -31.55% 144.40%

29 Advanced Research Investment Solutions (ARIS) Los Angeles, Calif. 12,092.11 11.78% $172.74 -5.79% 18.64%

30 The Colony Group Boston, Mass. 11,550.82 51.53% $3.06 14.81% 31.99%

31 Wealthspire Advisors New York, N.Y. 10,638.50 22.56% $3.17 17.41% 4.39%

32 Pathstone Boston, Mass. 10,251.42 20.12% $35.23 18.47% 1.39%

33 Beacon Pointe Advisors Newport Beach, Calif. 9,949.69 80.71% $2.29 -46.25% 236.20%

34 LeafHouse Financial Austin, Texas 9,578.84 91.18% $5.95 37.24% 39.31%

35 Evercore Wealth Managment New York, N.Y. 9,196.87 21.65% $15.10 19.86% 1.50%

36 myCIO Wealth Partners Philadelphia, Pa. 8,853.33 20.01% $11.71 16.20% 3.28%

37 RMB Capital Chicago, Ill. 8,664.87 0.38% $4.81 1.66% -1.26%

38 AE Wealth Management Topeka, Kan. 8,583.74 83.06% $0.20 22.82% 49.05%

39 WE Family Offi ces Miami, Fla. 8,537.56 15.33% $116.95 23.23% -6.41%

40 TAG Associates New York, N.Y. 8,349.62 3.66% $75.91 3.66% 0.00%

41 Mason Investment Advisory Services Reston, Va. 8,330.74 28.01% $9.45 25.26% 2.20%

42 Signature Estate & Investment Advisors Los Angeles, Calif. 8,253.80 -2.08% $0.99 -10.38% 9.26%

43 Allworth Financial Sacramento, Calif. 8,095.77 134.41% $0.72 36.97% 71.14%

44 Ballentine Partners Waltham, Mass. 7,927.99 23.40% $34.32 12.72% 9.48%

45 MAI Capital Management Cleveland, Ohio 7,166.35 60.68% $4.69 1.73% 57.95%

46 Homrich Berg Atlanta, Ga. 6,985.24 28.00% $3.49 18.40% 8.11%

47 EP Wealth Advisors Torrance, Calif. 6,930.00 68.72% $1.26 10.44% 52.78%

FIRM NAME LOCATIONYEAR END

2019 ASSETS ($MM)*

% GROWTH IN ASSETS 2018-2019

ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS

% GROWTH IN ASSETSPER CLIENT

2019TOTAL ASSETS

RANK

FA’s 2020 RIA RANKING

This PDF is for your personal, non-commercial use only. Reproductions and distribution of its contents are strictly prohibited.For reprints of the PDF please contact Susanna Marra at 732-450-8866 ext 24 or [email protected].

7.98% $8.39 -3.17% 11.52%

38.14% $42.96 27.28% 8.54%

8.06% 4.20%

15.49% $77.45 15.49% 0.00%

24.41% $40.94 19.71% 3.93%

20.48% $5.96 19.82% 0.56%

12.59% $120.05

15.49% $77.45 15.49% 0.00%

24.41% $40.94 19.71% 3.93%

20.48% $5.96 19.82% 0.56%

46.13% $1.29 24.12% 17.73%

17,318.95 24.41% $40.94 19.71% 3.93%

17,273.98 20.48% $5.96 19.82% 0.56%

15,616.89 46.13% $1.29 24.12% 17.73%

4.11% $1.79 -5.66% 10.36%

15,512.94 43.46% $20.44 36.47% 5.12%

15,117.31 28.02% $10.57 37.60% -6.96%

Clayton, Mo.

Cincinnati, Ohio Cincinnati, Ohio

Wealth Enhancement Advisory Services Plymouth, Minn.

Boston, Mass.

Cincinnati, Ohio

Newport Capital Group

Boston Private Wealth Boston, Mass.

Johnson Investment Counsel

Oxford Financial Group

Johnson Investment Counsel

Oxford Financial Group

27 Aspiriant

28 Carson Wealth Omaha, Neb.

29 Advanced Research Investment Solutions (ARIS)

46.13% $1.29 24.12% 17.73%

4.11% $1.79 -5.66% 10.36%

43.46% $20.44 36.47% 5.12%

28.02% $10.57 37.60% -6.96%

64.92% $0.82 27.14% 29.71%

8.47% $74.29 -1.11% 9.70%

43.46% $20.44 36.47% 5.12%

28.02% $10.57 37.60% -6.96%

64.92% $0.82 27.14% 29.71%

8.47% $74.29 -1.11% 9.70%

96.13% $4.26 53.34% 27.91%

23.04% $3.50 14.69% 7.28%

28.02% $10.57 37.60% -6.96%

64.92% $0.82 27.14% 29.71%

8.47% $74.29 -1.11% 9.70%

96.13% $4.26 53.34% 27.91%

23.04% $3.50 14.69% 7.28%

18.58% $16.41 9.36% 8.42%

8.47% $74.29 -1.11% 9.70%

96.13% $4.26 53.34% 27.91%

13,117.96 23.04% $3.50 14.69% 7.28%

13,097.23 18.58% $16.41 9.36% 8.42%

12,758.73 9.33% $7.61 9.85% -0.47%

12,552.30

12,092.11

12,552.30

Carmel, Ind.

Los Angeles, Calif.

Omaha, Neb. 12,552.30

Los Angeles, Calif.

Boston, Mass. 11,550.82

New York, N.Y.

Omaha, Neb.

Advanced Research Investment Solutions (ARIS) Los Angeles, Calif.

Boston, Mass.

Boston, Mass.

Newport Beach, Calif.

Advanced Research Investment Solutions (ARIS)

Boston, Mass.

Boston, Mass.


Austin, Texas

Wealthspire Advisors

Pathstone Boston, Mass.

Beacon Pointe Advisors

LeafHouse Financial Austin, Texas

Evercore Wealth Managment

myCIO Wealth Partners

*Discretionary and nondiscretionary AUM reported on Form ADV. **Average assets per client relationship. NM = not meaningful.

48 CV Advisors Aventura, Fla. 6,810.50 34.48% $86.21 34.48% 0.00%

49 Brighton Jones Seattle, Wash. 6,799.75 28.31% $3.76 22.28% 4.94%

50 Mill Creek Capital Advisors Conshohocken, Pa. 6,710.36 19.34% $20.40 18.61% 0.61%

51 GW & Wade Wellesley, Mass. 6,700.57 13.03% $2.70 9.57% 3.15%

52 DBR & Co. Pittsburgh, Pa. 6,676.59 1541.80% $7.65 1225.85% 23.83%

53 Tolleson Private Wealth Management Dallas, Texas 6,630.00 19.18% $37.67 9.02% 9.32%

54 Bartlett Wealth Management Cincinnati, Ohio 6,505.30 64.99% $3.22 -2.35% 68.95%

55 Cornerstone Advisors Asset Management Bethlehem, Pa. 6,259.48 7.78% $11.86 -4.67% 13.06%

56 Ferguson Wellman Capital Management Portland, Ore. 5,961.63 20.05% $7.03 17.79% 1.92%

57 Adviser Investments Newton, Mass. 5,836.28 14.35% $1.53 13.24% 0.98%

58 Conrad Siegel Investment Advisors Harrisburg, Pa. 5,834.05 12.66% $18.23 -10.22% 25.49%

59 RSM US Wealth Management Minneapolis, Minn. 5,816.98 2.16% $1.57 4.15% -1.91%

60 Monroe Vos Consulting Group Houston, Texas 5,626.74 13.48% $56.84 7.75% 5.32%

61 Welch & Forbes Boston, Mass. 5,589.93 21.81% $7.08 17.80% 3.40%

62 Kovitz Investment Group Partners Chicago, Ill. 5,436.79 34.04% $2.72 7.23% 25.00%

63 Arlington Partners Birmingham, Ala. 5,421.91 280.42% $44.44 218.05% 19.61%

64 Freestone Capital Management Seattle, Wash. 5,401.93 15.19% $2.89 7.37% 7.29%

65 Wetherby Asset Management San Francisco, Calif. 5,340.91 10.08% $9.55 6.93% 2.95%

66 Choate Investment Advisors Boston, Mass. 5,146.99 14.50% $13.44 20.18% -4.73%

67 Altair Advisers Chicago, Ill. 5,097.47 16.07% $15.35 8.72% 6.75%

68 Ropes Wealth Advisors Boston, Mass. 5,013.72 17.68% $4.34 12.39% 4.71%

69 Gofen and Glossberg Chicago, Ill. 4,968.00 18.66% $5.22 14.41% 3.71%

70 CLA Wealth Advisors Minneapolis, Minn. 4,935.14 36.48% $0.89 12.97% 20.81%

71 Valeo Financial Advisors Indianapolis, Ind. 4,922.45 31.25% $3.08 18.94% 10.34%

72 RegentAtlantic Capital Morristown, N.J. 4,900.76 36.22% $2.97 20.11% 13.41%

73 Joel Isaacson & Co. New York, N.Y. 4,793.20 15.85% $4.08 8.46% 6.82%

74 Northside Capital Management Hood River, Ore. 4,733.86 14.78% $157.80 3.30% 11.11%

75 Dowling & Yahnke San Diego, Calif. 4,730.37 23.53% $3.72 16.54% 6.00%

76 Finaccess Advisors Miami, Fla. 4,711.48 12.56% $56.09 7.20% 5.00%

77 Greenspring Advisors Towson, Md. 4,689.19 33.78% $9.59 25.57% 6.54%

78 B|O|S San Francisco, Calif. 4,627.34 14.06% $4.99 12.22% 1.64%

79 Sequoia Financial Group Akron, Ohio 4,617.80 18.31% $1.37 19.68% -1.14%

80 Forum Financial Management Lombard, Ill. 4,547.95 39.39% $1.18 17.88% 18.25%

81 Plancorp St. Louis, Mo. 4,538.74 23.66% $3.48 16.83% 5.84%

82 Balasa Dinverno Foltz Itasca, Ill. 4,511.07 16.59% $3.90 28.69% -9.40%

83 Retirement Planners of America Plano, Texas 4,488.43 8.22% $0.50 4.85% 3.22%

84 RGT Wealth Advisors Dallas, Texas 4,335.43 12.40% $7.53 10.45% 1.77%

85 Sullivan, Bruyette, Speros & Blayney McLean, Va. 4,294.68 22.07% $3.94 17.14% 4.20%

86 GYL Financial Synergies West Hartford, Conn. 4,262.11 11.39% $3.14 8.85% 2.34%

87 Bradley, Foster & Sargent Hartford, Conn. 4,238.38 23.17% $2.89 18.38% 4.05%

88 Clarfeld Financial Advisors Tarrytown, N.Y. 4,183.45 -31.45% $6.04 -35.71% 6.62%

89 Manchester Capital Management Manchester, Vt. 4,164.26 21.56% $10.08 -25.83% 63.89%

90 Camden Capital El Segundo, Calif. 4,089.06 28.81% $11.99 14.07% 12.91%

91 Edge Capital Group Atlanta, Ga. 4,070.26 12.21% $15.65 12.21% 0.00%

92 Honkamp Krueger Financial Services Dubuque, Iowa 4,052.38 28.21% $0.91 9.71% 16.87%

93 Index Fund Advisors Irvine, Calif. 4,042.58 13.16% $1.65 14.97% -1.57%

94 Brightworth Atlanta, Ga. 4,034.37 20.95% $2.72 16.55% 3.78%

95 The Mather Group Chicago, Ill. 3,988.82 2.99% $2.73 -19.71% 28.27%

FA’s 2020 RIA RANKINGFIRM NAME LOCATION

YEAR END 2019 ASSETS

($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


13.48% $56.84 7.75% 5.32%

21.81% $7.08 17.80% 3.40%

34.04% $2.72 7.23% 25.00%

280.42% $44.44 218.05% 19.61%

15.19% $2.89 7.37% 7.29%

10.08% $9.55 6.93% 2.95%

34.04% $2.72 7.23% 25.00%

280.42% $44.44 218.05% 19.61%

15.19% $2.89 7.37% 7.29%

10.08% $9.55 6.93% 2.95%

14.50% $13.44 20.18% -4.73%

5,401.93 15.19% $2.89 7.37% 7.29%

5,340.91 10.08% $9.55 6.93% 2.95%

14.50% $13.44 20.18% -4.73%

16.07% $15.35 8.72% 6.75%

5,013.72 17.68% $4.34 12.39% 4.71%

4,968.00 18.66% $5.22 14.41% 3.71%

Chicago, Ill.

Boston, Mass.

Chicago, Ill.

Minneapolis, Minn.

Indianapolis, Ind.

Morristown, N.J.

New York, N.Y.

Valeo Financial Advisors Indianapolis, Ind.

RegentAtlantic Capital

Joel Isaacson & Co. New York, N.Y.

Northside Capital Management Hood River, Ore.

Dowling & Yahnke San Diego, Calif.

RegentAtlantic Capital

Joel Isaacson & Co.

Northside Capital Management

75 Dowling & Yahnke

76 Finaccess Advisors

77 Greenspring Advisors

14.50% $13.44 20.18% -4.73%

16.07% $15.35 8.72% 6.75%

17.68% $4.34 12.39% 4.71%

18.66% $5.22 14.41% 3.71%

36.48% $0.89 12.97% 20.81%

31.25% $3.08 18.94% 10.34%

17.68% $4.34 12.39% 4.71%

18.66% $5.22 14.41% 3.71%

36.48% $0.89 12.97% 20.81%

31.25% $3.08 18.94% 10.34%

36.22% $2.97 20.11% 13.41%

15.85% $4.08 8.46% 6.82%

18.66% $5.22 14.41% 3.71%

36.48% $0.89 12.97% 20.81%

31.25% $3.08 18.94% 10.34%

36.22% $2.97 20.11% 13.41%

15.85% $4.08 8.46% 6.82%

14.78% $157.80 3.30% 11.11%

31.25% $3.08 18.94% 10.34%

36.22% $2.97 20.11% 13.41%

4,793.20 15.85% $4.08 8.46% 6.82%

4,733.86 14.78% $157.80 3.30% 11.11%

4,730.37 23.53% $3.72 16.54% 6.00%

4,711.48

4,689.19

Hood River, Ore.

San Diego, Calif.

Miami, Fla.

Towson, Md.

San Francisco, Calif.

Akron, Ohio

Towson, Md.


Akron, Ohio

Lombard, Ill.

St. Louis, Mo.


Sequoia Financial Group Akron, Ohio

Forum Financial Management

St. Louis, Mo.

Itasca, Ill.

Sequoia Financial Group

Forum Financial Management

Plancorp St. Louis, Mo.

Balasa Dinverno Foltz

Retirement Planners of America

RGT Wealth Advisors


96 Ingalls & Snyder New York, N.Y. 3,967.66 4.64% $0.96 1.83% 2.76%

97 Cornerstone Advisors Bellevue, Wash. 3,960.00 7.03% $6.09 15.26% -7.14%

98 WMS Partners Towson, Md. 3,956.94 7.53% $10.90 -1.36% 9.01%

99 Coldstream Wealth Management Bellevue, Wash. 3,926.04 17.26% $2.84 13.02% 3.75%

100 Bailard Foster City, Calif. 3,919.54 14.76% $5.04 12.84% 1.70%

101 SignatureFD Atlanta, Ga. 3,911.27 11.94% $3.08 -2.79% 15.15%

102 Linscomb & Williams Houston, Texas 3,844.53 36.88% $1.96 9.84% 24.62%

103 HBKS Wealth Advisors Erie, Pa. 3,718.91 7.86% $0.69 0.01% 7.84%

104 Wipfl i Financial Advisors Milwaukee, Wis. 3,618.72 18.88% $1.90 13.03% 5.18%

105 TCG Advisors Austin, Texas 3,602.90 27.88% $2.40 -6.22% 36.36%

106 Geller Advisors New York, N.Y. 3,560.48 13.20% $37.09 -2.13% 15.66%

107 Spire Wealth Management Reston, Va. 3,495.59 10.74% $0.67 -5.53% 17.22%

108 Carroll Financial Associates Charlotte, N.C. 3,486.02 41.48% $0.70 43.94% -1.71%

109 Wilbanks, Smith & Thomas Asset Management Norfolk, Va. 3,424.74 20.22% $1.75 17.15% 2.63%

110 Allegheny Financial Group Pittsburgh, Pa. 3,414.48 34.64% $0.93 -25.84% 81.55%

111 Crescent Grove Advisors Lake Forest, Ill. 3,414.44 18.18% $13.18 -10.57% 32.14%

112 TFO Phoenix Phoenix, Ariz. 3,409.65 23.04% $18.53 0.30% 22.67%

113 Truepoint Wealth Counsel Cincinnati, Ohio 3,377.15 23.64% $3.21 20.58% 2.53%

114 JMG Finanical Group Downers Grove, Ill. 3,327.00 24.37% $3.18 1.92% 22.03%

115 Northeast Financial Consultants Westport, Conn. 3,319.70 24.72% $14.69 16.45% 7.11%

116 Crestwood Advisors Group Boston, Mass. 3,291.99 82.12% $4.28 -9.89% 102.10%

117 Frontier Investment Management Company Dallas, Texas 3,286.84 30.06% $1.81 10.98% 17.19%

118 Cassaday & Company McLean, Va. 3,280.16 36.77% $1.59 29.07% 5.96%

119 Cliff ord Swan Investment Counselors Pasadena, Calif. 3,254.00 17.22% $4.14 15.58% 1.42%

120 Zhang Financial Portage, Mich. 3,217.72 15.62% $2.23 4.80% 10.32%

121 Advisors Capital Management Ridgewood NJ 3,196.35 49.92% $1.33 27.43% 17.65%

122 Badgley Phelps Wealth Managers Seattle, Wash. 3,195.69 28.35% $4.45 20.30% 6.69%

123 Covington Capital Management Los Angeles, Calif. 3,138.27 22.74% $6.40 23.75% -0.81%

124 ARGI Investment Services Louisville, Ky. 3,120.77 44.30% $0.84 32.50% 8.91%

125 Beacon Capital Management Dayton, Ohio 3,077.75 11.57% $0.30 16.71% -4.41%

126 Westmount Asset Management Los Angeles, Calif. 3,062.87 16.18% $2.30 3.24% 12.53%

127 Oberweis Asset Management Lisle, Ill. 3,062.04 9.12% $102.07 12.76% -3.23%

128 Telemus Capital Southfi eld, Mich. 3,059.60 18.13% $2.44 17.19% 0.81%

129 Sowell Management North Little Rock, Ark. 3,057.18 42.64% $0.38 -0.32% 43.09%

130 Parallel Advisors San Francisco, Calif. 3,051.50 27.85% $1.37 17.99% 8.35%

131 Parsec Financial Asheville, N.C. 2,992.24 22.52% $1.67 13.64% 7.81%

132 TCI Wealth Advisors Tucson, Ariz. 2,973.41 20.66% $1.29 13.69% 6.14%

133 Advance Capital Management Southfi eld, Mich. 2,955.34 17.64% $0.51 12.38% 4.68%

134 HM Capital Management Clayton, Mo. 2,951.90 38.51% $22.71 26.79% 9.24%

135 Brookstone Capital Management Wheaton, Ill. 2,950.00 25.53% $0.16 18.92% 5.56%

136 CM Wealth Advisors Beachwood, Ohio 2,937.69 11.17% $17.80 12.52% -1.20%

137 Grimes & Company Westborough, Mass. 2,900.03 22.03% $1.10 13.82% 7.22%

138 Kovack Advisors Fort Lauderdale, Fla. 2,896.16 28.08% $0.34 11.90% 14.46%

139 Hamilton Capital Columbus, Ohio 2,813.69 22.61% $1.32 14.74% 6.86%

140 Heritage Investors Management Corp. Bethesda, Md. 2,792.00 20.29% $4.17 20.47% -0.15%

141 Capital Directions Atlanta, Ga. 2,789.10 27.51% $1.60 2.47% 24.43%

142 F.L.Putnam Investment Management Company Wellesley Hills, Mass. 2,785.37 60.40% $3.08 1.91% 57.39%

143 Merriman Wealth Management Seattle, Wash. 2,771.01 13.70% $1.21 17.86% -3.53%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


41.48% $0.70 43.94% -1.71%

20.22% $1.75 17.15% 2.63%

34.64% $0.93 -25.84% 81.55%

18.18% $13.18 -10.57% 32.14%

23.04% $18.53 0.30% 22.67%

23.64% $3.21 20.58% 2.53%

34.64% $0.93 -25.84% 81.55%

18.18% $13.18 -10.57% 32.14%

23.04% $18.53 0.30% 22.67%

23.64% $3.21 20.58% 2.53%

24.37% $3.18 1.92% 22.03%

3,409.65 23.04% $18.53 0.30% 22.67%

3,377.15 23.64% $3.21 20.58% 2.53%

24.37% $3.18 1.92% 22.03%

24.72% $14.69 16.45% 7.11%

3,291.99 82.12% $4.28 -9.89% 102.10%

3,286.84 30.06% $1.81 10.98% 17.19%

Downers Grove, Ill.

Westport, Conn.

Boston, Mass.

Frontier Investment Management Company Dallas, Texas Frontier Investment Management Company Dallas, Texas Frontier Investment Management Company

McLean, Va.

Pasadena, Calif.

Portage, Mich.

Ridgewood NJ

Cliff ord Swan Investment Counselors

Zhang Financial

Advisors Capital Management

Badgley Phelps Wealth Managers

Covington Capital Management Los Angeles, Calif.

Zhang Financial

Advisors Capital Management

Badgley Phelps Wealth Managers

123 Covington Capital Management

124 ARGI Investment Services

125 Beacon Capital Management

24.37% $3.18 1.92% 22.03%

24.72% $14.69 16.45% 7.11%

82.12% $4.28 -9.89% 102.10%

30.06% $1.81 10.98% 17.19%

36.77% $1.59 29.07% 5.96%

17.22% $4.14 15.58% 1.42%

82.12% $4.28 -9.89% 102.10%

30.06% $1.81 10.98% 17.19%

36.77% $1.59 29.07% 5.96%

17.22% $4.14 15.58% 1.42%

15.62% $2.23 4.80% 10.32%

49.92% $1.33 27.43% 17.65%

30.06% $1.81 10.98% 17.19%

36.77% $1.59 29.07% 5.96%

17.22% $4.14 15.58% 1.42%

15.62% $2.23 4.80% 10.32%

49.92% $1.33 27.43% 17.65%

28.35% $4.45 20.30% 6.69%

17.22% $4.14 15.58% 1.42%

15.62% $2.23 4.80% 10.32%

3,196.35 49.92% $1.33 27.43% 17.65%

3,195.69 28.35% $4.45 20.30% 6.69%

3,138.27 22.74% $6.40 23.75% -0.81%

3,120.77

3,077.75

Seattle, Wash.

Los Angeles, Calif.

Louisville, Ky.

Dayton, Ohio

Los Angeles, Calif.

Louisville, Ky.

Dayton, Ohio

Los Angeles, Calif.

Lisle, Ill.

North Little Rock, Ark.

Beacon Capital Management Dayton, Ohio

Westmount Asset Management

Oberweis Asset Management Lisle, Ill.

North Little Rock, Ark.

Oberweis Asset Management

Telemus Capital

Sowell Management

Parallel Advisors

Parsec Financial Asheville, N.C.

TCI Wealth Advisors


144 Modera Wealth Management Westwood, N.J. 2,746.15 14.83% $1.96 -0.15% 15.00%

145 SYM Financial Advisors Winona Lake, Ind. 2,743.37 17.81% $2.41 11.49% 5.67%

146 Budros, Ruhlin & Roe Columbus, Ohio 2,732.67 19.00% $3.49 13.99% 4.39%

147 Berman Capital Advisors Atlanta, Ga. 2,719.35 19.46% $13.14 8.49% 10.11%

148 Warren Averett Asset Management Birmingham, Ala. 2,716.10 18.26% $2.23 13.99% 3.74%

149 Strategic Wealth Partners Group Deerfi eld, Ill. 2,680.19 28.62% $3.94 23.52% 4.13%

150 Mainstay Capital Management Grand Blanc, Mich. 2,675.67 17.92% $0.73 17.54% 0.33%

151 Cary Street Partners Investment Advisory Richmond, Va. 2,667.37 50.13% $0.59 -2.26% 53.61%

152 MRA Associates Phoenix, Ariz. 2,646.06 14.08% $3.70 10.42% 3.32%

153 Pure Financial Advisors San Diego, Calif. 2,611.77 22.70% $1.01 8.28% 13.32%

154 Lake Street Advisors Group Porstmouth, N.H. 2,608.13 26.82% $50.16 21.95% 4.00%

155 Annex Wealth Management Elm Grove, Wis. 2,592.70 35.20% $0.56 23.10% 9.83%

156 Gradient Investments Arden Hills, Minn. 2,585.61 32.34% $0.19 20.68% 9.66%

157 JFS Wealth Advisors Hermitage, Pa. 2,579.35 16.95% $1.25 13.61% 2.94%

158 Mission Wealth Management Santa Barbara, Calif. 2,575.70 36.71% $2.29 3.54% 32.04%

159 Halbert Hargrove Global Advisors Long Beach, Calif. 2,539.39 8.37% $3.89 5.55% 2.67%

160 Chicago Partners Wealth Advisors Chicago, Ill. 2,514.53 41.18% $2.51 -1.17% 42.86%

161 Wellesley Asset Management Inc. Wellesley, Mass. 2,489.28 2.53% $1.53 8.09% -5.14%

162 Bordeaux Wealth Advisors Menlo Park, Calif. 2,476.12 16.06% $18.62 4.72% 10.83%

163 Reynders, McVeigh Capital Management Boston, Mass. 2,472.22 28.17% $3.64 20.26% 6.58%

164 Carnegie Investment Counsel Pepper Pike, Ohio 2,445.00 33.10% $1.29 15.58% 15.15%

165 Frontier Wealth Management Kansas City, Mo. 2,443.14 9.75% $1.53 6.32% 3.23%

166 Exencial Wealth Advisors Oklahoma City, Okla. 2,368.00 17.29% $2.47 19.49% -1.84%

167 Fairview Capital Investment Management Greenbrae, Calif. 2,351.64 28.68% $12.58 21.11% 6.25%

168 Foster Group West Des Moines, Iowa 2,348.98 16.45% $1.65 5.54% 10.33%

169 Accredited Investors Wealth Management Edina, Minn. 2,297.52 22.90% $4.50 17.13% 4.93%

170 Private Ocean Wealth Management San Rafael, Calif. 2,294.49 14.45% $2.25 16.92% -2.11%

171 Carlson Capital Management Northfi eld, Minn. 2,275.19 27.93% $2.15 19.96% 6.64%

172 Capital Asset Advisory Services Haslett, Mich. 2,234.89 17.56% $0.29 23.35% -4.69%

173 Beaumont Financial Partners Needham, Mass. 2,223.10 -45.63% $4.94 -48.65% 5.88%

174 PagnatoKarp Reston, Va. 2,204.97 22.40% $5.70 6.27% 15.18%

175 SJS Investment Services Sylvania, Ohio 2,199.76 17.79% $2.89 12.22% 4.96%

176 Sage Financial Group Conshohocken, Pa. 2,195.00 25.07% $3.38 20.26% 4.00%

177 Genovese Burford & Brothers Sacramento, Calif. 2,156.44 9.75% $1.39 0.04% 9.70%

178 AGW Capital Advisors Tampa, Fla. 2,131.44 -2.93% $23.95 -8.38% 5.95%

179 Barrett Asset Management New York, N.Y. 2,125.09 23.86% $3.13 19.31% 3.82%

180 Klingman & Associates New York, N.Y. 2,124.98 19.75% $4.85 7.72% 11.17%

181 Wescott Financial Advisory Group Philadelphia, Pa. 2,120.52 5.86% $4.35 1.73% 4.06%

182 GM Advisory Group Melville, N.Y. 2,108.18 48.94% $4.67 36.72% 8.94%

183 G.W. Henssler & Associates Ltd. Kennesaw, Ga. 2,104.88 19.10% $2.03 25.54% -5.13%

184 Coastal Bridge Advisors Westport, Conn. 2,098.89 0.06% $7.47 -6.34% 6.84%

185 Family Management Corporation New York, N.Y. 2,057.75 15.46% $3.28 18.77% -2.79%

186 Burney Company Reston, Va. 2,055.69 22.49% $1.00 25.12% -2.10%

187 Chicago Capital Chicago, Ill. 2,043.96 28.74% $4.47 23.67% 4.10%

188 Morton Capital Management Calabasas, Calif. 2,036.50 15.55% $2.08 12.13% 3.05%

189 Resource Consulting Group Orlando, Fla. 2,030.37 15.58% $4.44 10.77% 4.34%

190 Zemenick & Walker St Louis, Mo. 2,029.46 16.19% $9.27 14.07% 1.86%

191 Cardiff Park Advisors San Marcos, Calif. 1,995.18 8.26% $4.99 1.49% 6.67%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


32.34% $0.19 20.68% 9.66%

16.95% $1.25 13.61% 2.94%

36.71% $2.29 3.54% 32.04%

8.37% $3.89 5.55% 2.67%

41.18% $2.51 -1.17% 42.86%

2.53% $1.53 8.09% -5.14%

36.71% $2.29 3.54% 32.04%

8.37% $3.89 5.55% 2.67%

41.18% $2.51 -1.17% 42.86%

2.53% $1.53 8.09% -5.14%

16.06% $18.62 4.72% 10.83%

2,514.53 41.18% $2.51 -1.17% 42.86%

2,489.28 2.53% $1.53 8.09% -5.14%

16.06% $18.62 4.72% 10.83%

28.17% $3.64 20.26% 6.58%

2,445.00 33.10% $1.29 15.58% 15.15%

2,443.14 9.75% $1.53 6.32% 3.23%

Menlo Park, Calif.

Boston, Mass.

Pepper Pike, Ohio

Oklahoma City, Okla.

Pepper Pike, Ohio

Kansas City, Mo.


Greenbrae, Calif.

West Des Moines, Iowa

Edina, Minn.

Fairview Capital Investment Management

West Des Moines, Iowa

Accredited Investors Wealth Management

Private Ocean Wealth Management San Rafael, Calif.

Carlson Capital Management Northfi eld, Minn.

Foster Group

Accredited Investors Wealth Management

Private Ocean Wealth Management

171 Carlson Capital Management

172 Capital Asset Advisory Services

173 Beaumont Financial Partners

16.06% $18.62 4.72% 10.83%

28.17% $3.64 20.26% 6.58%

33.10% $1.29 15.58% 15.15%

9.75% $1.53 6.32% 3.23%

17.29% $2.47 19.49% -1.84%

28.68% $12.58 21.11% 6.25%

33.10% $1.29 15.58% 15.15%

9.75% $1.53 6.32% 3.23%

17.29% $2.47 19.49% -1.84%

28.68% $12.58 21.11% 6.25%

16.45% $1.65 5.54% 10.33%

22.90% $4.50 17.13% 4.93%

9.75% $1.53 6.32% 3.23%

17.29% $2.47 19.49% -1.84%

28.68% $12.58 21.11% 6.25%

16.45% $1.65 5.54% 10.33%

22.90% $4.50 17.13% 4.93%

14.45% $2.25 16.92% -2.11%

28.68% $12.58 21.11% 6.25%

16.45% $1.65 5.54% 10.33%

2,297.52 22.90% $4.50 17.13% 4.93%

2,294.49 14.45% $2.25 16.92% -2.11%

2,275.19 27.93% $2.15 19.96% 6.64%

2,234.89

2,223.10

San Rafael, Calif.

Northfi eld, Minn.

Haslett, Mich.

Needham, Mass.

Reston, Va.

Sylvania, Ohio

Haslett, Mich.

Needham, Mass.

Reston, Va.

Sylvania, Ohio

Conshohocken, Pa.

Sacramento, Calif.

Beaumont Financial Partners Needham, Mass.

Reston, Va.

SJS Investment Services Sylvania, Ohio

Conshohocken, Pa.

Genovese Burford & Brothers Sacramento, Calif.

Tampa, Fla.

SJS Investment Services

Sage Financial Group

Genovese Burford & Brothers

AGW Capital Advisors Tampa, Fla.

Barrett Asset Management

Klingman & Associates


192 Retirement Income Solutions Ann Arbor, Mich. 1,966.61 14.79% $1.63 14.03% 0.67%

193 Birch Hill Investment Advisors Boston, Mass. 1,963.40 25.54% $11.03 23.42% 1.71%

194 Polaris Greystone Financial Group San Rafael, Calif. 1,954.29 22.80% $1.17 4.35% 17.68%

195 RINET Company Boston, Mass. 1,945.30 6.70% $10.46 3.26% 3.33%

196 HoyleCohen San Diego, Calif. 1,936.47 13.03% $1.66 11.10% 1.74%

197 Circle Wealth Management Summit, N.J. 1,919.96 10.13% $17.94 -25.89% 48.61%

198 Northwest Asset Management Mercer Island, Wash. 1,912.53 39.32% $1.21 70.92% -18.49%

199 Courier Capital Buff alo, N.Y. 1,908.73 17.06% $2.40 20.74% -3.05%

200 Goelzer Investment Management Indianapolis, Ind. 1,884.91 23.89% $3.27 18.08% 4.92%

201 LVW Advisors Pittsford, N.Y. 1,884.02 5.10% $4.92 5.37% -0.26%

202 Radnor Financial Advisors Wayne, Pa. 1,871.07 16.89% $4.10 -7.21% 25.97%

203 MCF Advisors Covington, Ky. 1,867.81 20.41% $3.04 12.57% 6.97%

204 Farr Miller & Washington Washington, D.C. 1,864.44 23.48% $3.23 17.50% 5.09%

205 The Portfolio Strategy Group White Plains, N.Y. 1,839.30 17.51% $5.00 2.82% 14.29%

206 Schneider Downs Wealth Management Advisors Pittsburgh, Pa. 1,817.93 27.57% $2.94 14.17% 11.73%

207 IFG Advisory Atlanta, Ga. 1,811.97 25.91% $0.35 4.88% 20.06%

208 Reilly Financial Advisors La Mesa, Calif. 1,809.78 23.20% $1.86 13.73% 8.33%

209 6 Meridian Wichita, Kan. 1,798.01 21.92% $2.27 13.45% 7.46%

210 Laird Norton Wealth Mangement Seattle, Wash. 1,770.12 9.09% $2.33 4.49% 4.40%

211 Summitry San Mateo, Calif. 1,769.26 11.54% $1.56 11.44% 0.09%

212 Cadinha & Co. Honolulu, Hawaii 1,766.34 23.29% $0.39 3.83% 18.74%

213 Beirne Wealth Consulting Services Shelton, Conn. 1,763.84 10.93% $4.55 57.25% -29.45%

214 The Welch Group Birminhgam, Ala. 1,758.73 22.85% $1.75 22.37% 0.40%

215 LaSalle St. Investment Advisors Elmhurst, Ill. 1,738.54 33.10% $0.51 19.49% 11.39%

216 Wealthcare Capital Management Richmond, Va. 1,738.12 37.51% $0.52 -6.56% 47.17%

217 BakerAvenue Wealth Management San Francisco, Calif. 1,736.23 5.67% $2.51 8.12% -2.26%

218 CoastEdge Partners La Jolla, Calif. 1,717.68 16.52% $20.21 -2.67% 19.72%

219 West Financial Services McLean, Va. 1,716.70 15.84% $2.18 9.81% 5.50%

220 TrueWealth Management Atlanta, Ga. 1,700.38 27.55% $2.88 22.81% 3.87%

221 Smith Salley & Associates Greensboro, N.C. 1,691.46 22.76% $2.99 -1.10% 24.12%

222 Bridgewater Advisors Inc. New York, N.Y. 1,656.27 25.12% $3.81 18.80% 5.33%

223 One Capital Management Westlake Village, Calif. 1,648.80 19.58% $1.08 14.34% 4.58%

224 Capstone Financial Advisors Downers Grove, Ill. 1,642.50 15.59% $3.21 12.19% 3.02%

225 Osborne Partners Capital Management San Francisco, Calif. 1,632.49 12.94% $2.97 11.30% 1.48%

226 TrustCore Financial Serivces Brentwood, Tenn. 1,630.80 6.92% $0.86 1.29% 5.56%

227 RTD Financial Philadelphia, Pa. 1,628.23 9.47% $2.93 19.33% -8.26%

228 Fairway Wealth Management Independence, Ohio 1,617.45 17.64% $6.80 8.75% 8.18%

229 Altium Wealth Management Purchase, N.Y. 1,614.00 34.17% $1.67 16.55% 15.12%

230 True North Advisors Dallas, Texas 1,601.35 15.44% $2.89 14.40% 0.91%

231 Heritage Financial Services Westwood, Mass. 1,601.00 13.39% $1.70 11.82% 1.40%

232 Belpointe Asset Management Greenwich, Conn. 1,591.26 51.60% $0.33 8.39% 39.86%

233 Magnus Financial Group New York, N.Y. 1,578.75 35.37% $2.58 15.02% 17.69%

234 Colorado Financial Management Boulder, Colo. 1,576.99 4.10% $2.08 4.78% -0.65%

235 Girard Advisory Services King of Prussia, Pa. 1,574.20 37.61% $0.80 26.76% 8.55%

236 Capital Wealth Advisors Naples, Fla. 1,565.39 39.20% $1.44 5.84% 31.52%

237 North American Management Corp. Boston, Mass. 1,563.79 20.60% $3.81 23.54% -2.38%

238 SFMG Wealth Advisors Plano, Texas 1,546.62 17.84% $2.63 13.24% 4.06%

239 GHP Investment Advisors Denver, Colo. 1,539.41 20.53% $1.83 14.35% 5.40%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


23.48% $3.23 17.50% 5.09%

17.51% $5.00 2.82% 14.29%

27.57% $2.94 14.17% 11.73%

25.91% $0.35 4.88% 20.06%

23.20% $1.86 13.73% 8.33%

21.92% $2.27 13.45% 7.46%

27.57% $2.94 14.17% 11.73%

25.91% $0.35 4.88% 20.06%

23.20% $1.86 13.73% 8.33%

21.92% $2.27 13.45% 7.46%

9.09% $2.33 4.49% 4.40%

1,809.78 23.20% $1.86 13.73% 8.33%

1,798.01 21.92% $2.27 13.45% 7.46%

9.09% $2.33 4.49% 4.40%

11.54% $1.56 11.44% 0.09%

1,766.34 23.29% $0.39 3.83% 18.74%

1,763.84 10.93% $4.55 57.25% -29.45%

San Mateo, Calif.

Honolulu, Hawaii Honolulu, Hawaii

Shelton, Conn.

Birminhgam, Ala.

Elmhurst, Ill.

Richmond, Va.


LaSalle St. Investment Advisors Elmhurst, Ill.

Wealthcare Capital Management Richmond, Va.

BakerAvenue Wealth Management San Francisco, Calif.

CoastEdge Partners

West Financial Services McLean, Va.

Wealthcare Capital Management

BakerAvenue Wealth Management

CoastEdge Partners

219 West Financial Services

220 TrueWealth Management

221 Smith Salley & Associates

9.09% $2.33 4.49% 4.40%

11.54% $1.56 11.44% 0.09%

23.29% $0.39 3.83% 18.74%

10.93% $4.55 57.25% -29.45%

22.85% $1.75 22.37% 0.40%

33.10% $0.51 19.49% 11.39%

23.29% $0.39 3.83% 18.74%

10.93% $4.55 57.25% -29.45%

22.85% $1.75 22.37% 0.40%

33.10% $0.51 19.49% 11.39%

37.51% $0.52 -6.56% 47.17%

5.67% $2.51 8.12% -2.26%

10.93% $4.55 57.25% -29.45%

22.85% $1.75 22.37% 0.40%

33.10% $0.51 19.49% 11.39%

37.51% $0.52 -6.56% 47.17%

5.67% $2.51 8.12% -2.26%

16.52% $20.21 -2.67% 19.72%

33.10% $0.51 19.49% 11.39%

37.51% $0.52 -6.56% 47.17%

1,736.23 5.67% $2.51 8.12% -2.26%

1,717.68 16.52% $20.21 -2.67% 19.72%

1,716.70 15.84% $2.18 9.81% 5.50%

1,700.38

1,691.46


La Jolla, Calif.

McLean, Va.

Atlanta, Ga.

Greensboro, N.C.

New York, N.Y.

Westlake Village, Calif.

Greensboro, N.C.

New York, N.Y.

Downers Grove, Ill.


Smith Salley & Associates Greensboro, N.C.

Bridgewater Advisors Inc.

One Capital Management

Capstone Financial Advisors

Osborne Partners Capital Management San Francisco, Calif.

Brentwood, Tenn.

One Capital Management

Capstone Financial Advisors

Osborne Partners Capital Management

TrustCore Financial Serivces

RTD Financial

Fairway Wealth Management


240 Obermeyer Wood Investment Counsel Aspen, Colo. 1,536.32 14.09% $3.01 12.97% 0.99%

241 Foster & Motley Cincinnati, Ohio 1,535.90 17.89% $2.33 7.32% 9.85%

242 Stoker Ostler Wealth Advisors Scottsdale, Ariz. 1,519.00 18.21% $1.77 11.32% 6.19%

243 ProVise Management Group Clearwater, Fla. 1,509.93 16.48% $1.31 15.47% 0.88%

244 Guyasuta Investment Advisors Pittsburgh, Pa. 1,495.50 4.98% $4.10 0.66% 4.29%

245 Legacy Wealth Management Memphis, Tenn. 1,484.80 21.43% $1.36 12.55% 7.90%

246 AJ Wealth New York, N.Y. 1,483.00 60.15% $6.80 46.19% 9.55%

247 Quadrant Capital Group Cincinnati, Ohio 1,476.06 77.96% $7.00 3.74% 71.54%

248 Miracle Mile Advisors Los Angeles, Calif. 1,475.56 5.42% $2.84 -0.05% 5.48%

249 Stonebridge Capital Advisors Saint Paul, Minn. 1,475.02 20.15% $1.23 13.82% 5.56%

250 Larson Financial Group Chesterfi eld, Mo. 1,471.57 17.52% $0.43 8.24% 8.58%

251 Greenwich Wealth Management Greenwich, Conn. 1,465.20 8.21% $8.99 -2.41% 10.88%

252 Regal Investment Advisors Kentwood, Mich. 1,464.00 22.92% $0.22 30.18% -5.57%

253 CFS Investment Advisory Services Totowa, N.J. 1,460.55 37.94% $3.07 19.06% 15.85%

254 Kingsview Partners Grants Pass, Ore. 1,460.38 55.79% $0.52 42.94% 9.00%

255 Sadoff Investment Management Milwaukee, Wis. 1,460.34 6.40% $2.29 7.07% -0.62%

256 CPS Investment Advisors Lakeland, Fla. 1,460.26 32.92% $0.57 22.88% 8.17%

257 Lucia Capital Group San Diego, Calif. 1,456.06 12.87% $0.35 10.23% 2.39%

258 CapTrust Financial Advisors Holland, Mich. 1,444.27 40.01% $1.91 31.86% 6.18%

259 EFS Advisors Cambridge, Minn. 1,424.07 15.13% $0.08 15.13% 0.00%

260 BLB&B Advisors Montgomeryville, Pa. 1,421.46 36.70% $1.26 2.62% 33.22%

261 Financial Advisory Service, Inc. Leawood, Kan. 1,409.51 6.44% $1.47 1.12% 5.26%

262 Valley National Financial Advisors † Bethlehem, Pa. 1,028.71 14.66% $0.48 8.03% 6.14%

263 Vigilant Capital Management Portsmouth, N.H. 1,388.88 27.75% $3.72 12.34% 13.72%

264 Pinnacle Wealth Planning Services Mansfi eld, Ohio 1,361.98 90.42% $1.88 59.08% 19.70%

265 Artemis Wealth Advisors New York, N.Y. 1,352.04 12.16% $96.57 20.17% -6.67%

266 Hardy Reed Tupelo, Miss. 1,345.06 12.09% $4.82 9.27% 2.57%

267 LBMC Investment Advisors Brentwood, Tenn. 1,339.60 25.86% $3.25 14.25% 10.16%

268 Cornerstone Advisory Hunt Valley, Md. 1,332.67 26.04% $1.67 6.25% 18.63%

269 Altfest Personal Wealth Management New York, N.Y. 1,315.00 8.68% $2.09 3.50% 5.00%

270 Ritholtz Wealth Management New York, N.Y. 1,298.67 52.79% $1.17 -4.41% 59.83%

271 Biltmore Family Offi ce Charlotte, N.C. 1,292.94 -18.34% $23.53 -21.31% 3.77%

272 Abacus Planning Group Columbia, S.C. 1,287.14 23.21% $5.28 19.67% 2.95%

273 Axxcess Wealth Management Carlsbad, Calif. 1,286.64 65.44% $0.63 -29.04% 133.14%

274 Trumbower Financial Advisors Bethesda, Md. 1,279.71 9.22% $6.56 7.54% 1.56%

275 McKinley Carter Wealth Services Wheeling, W.Va. 1,272.39 26.73% $1.38 19.57% 5.99%

276 BerganKDV Wealth Management Bloomington, Minn. 1,270.70 -9.17% $1.36 -14.43% 6.15%

277 Willow Creek Wealth Management Sebastopol, Calif. 1,247.69 19.33% $2.23 15.49% 3.33%

278 Transform Wealth Greenwood Village, Colo. 1,233.31 55.38% $0.73 -50.63% 214.71%

279 UMA Financial Services Salt Lake City, Utah 1,223.89 22.66% $1.27 25.08% -1.93%

280 Prosperity Capital Advisors Westlake, Ohio 1,223.57 30.59% $0.39 19.45% 9.32%

281 Durbin Bennett Private Wealth Management Austin, Texas 1,210.14 15.81% $5.50 7.91% 7.32%

282 Ashfi eld Capital Partners San Francisco, Calif. 1,208.83 24.84% $12.59 22.24% 2.13%

283 Albion Financial Group Salt Lake City, Utah 1,196.81 22.30% $1.66 8.35% 12.87%

284 WealthSource Partners San Luis Obispo, Calif. 1,192.30 63.26% $0.76 62.01% 0.77%

285 Richard C. Young & Co. Newport, R.I. 1,181.73 8.35% $1.80 2.74% 5.46%

286 Beaird Harris Dallas, Texas 1,168.17 8.94% $1.92 4.30% 4.45%

287 Condor Capital Management Martinsville, N.J. 1,166.80 21.46% $1.61 22.80% -1.09%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


22.92% $0.22 30.18% -5.57%

37.94% $3.07 19.06% 15.85%

55.79% $0.52 42.94% 9.00%

6.40% $2.29 7.07% -0.62%

32.92% $0.57 22.88% 8.17%

12.87% $0.35 10.23% 2.39%

55.79% $0.52 42.94% 9.00%

6.40% $2.29 7.07% -0.62%

32.92% $0.57 22.88% 8.17%

12.87% $0.35 10.23% 2.39%

40.01% $1.91 31.86% 6.18%

1,460.26 32.92% $0.57 22.88% 8.17%

1,456.06 12.87% $0.35 10.23% 2.39%

40.01% $1.91 31.86% 6.18%

15.13% $0.08 15.13% 0.00%

1,421.46 36.70% $1.26 2.62% 33.22%

1,409.51 6.44% $1.47 1.12% 5.26%

Cambridge, Minn.

Montgomeryville, Pa. Montgomeryville, Pa.

Leawood, Kan.

Portsmouth, N.H.

Mansfi eld, Ohio

New York, N.Y.

Vigilant Capital Management Portsmouth, N.H.

Pinnacle Wealth Planning Services Mansfi eld, Ohio

Artemis Wealth Advisors New York, N.Y.

LBMC Investment Advisors

Pinnacle Wealth Planning Services

Artemis Wealth Advisors

Hardy Reed

267 LBMC Investment Advisors

268 Cornerstone Advisory

269 Altfest Personal Wealth Management

40.01% $1.91 31.86% 6.18%

15.13% $0.08 15.13% 0.00%

36.70% $1.26 2.62% 33.22%

6.44% $1.47 1.12% 5.26%

14.66% $0.48 8.03% 6.14%

27.75% $3.72 12.34% 13.72%

36.70% $1.26 2.62% 33.22%

6.44% $1.47 1.12% 5.26%

14.66% $0.48 8.03% 6.14%

27.75% $3.72 12.34% 13.72%

90.42% $1.88 59.08% 19.70%

12.16% $96.57 20.17% -6.67%

6.44% $1.47 1.12% 5.26%

14.66% $0.48 8.03% 6.14%

27.75% $3.72 12.34% 13.72%

90.42% $1.88 59.08% 19.70%

12.16% $96.57 20.17% -6.67%

12.09% $4.82 9.27% 2.57%

27.75% $3.72 12.34% 13.72%

90.42% $1.88 59.08% 19.70%

1,352.04 12.16% $96.57 20.17% -6.67%

1,345.06 12.09% $4.82 9.27% 2.57%

1,339.60 25.86% $3.25 14.25% 10.16%

1,332.67

1,315.00

Tupelo, Miss.

Brentwood, Tenn.

Hunt Valley, Md.

New York, N.Y.

New York, N.Y.

Charlotte, N.C.

Hunt Valley, Md.

Altfest Personal Wealth Management New York, N.Y.

New York, N.Y.

Charlotte, N.C.

Columbia, S.C.

Altfest Personal Wealth Management

Ritholtz Wealth Management

Charlotte, N.C.

Columbia, S.C.

Axxcess Wealth Management

Trumbower Financial Advisors Bethesda, Md.

Biltmore Family Offi ce

Abacus Planning Group

Axxcess Wealth Management

Trumbower Financial Advisors

McKinley Carter Wealth Services

BerganKDV Wealth Management

*Discretionary and nondiscretionary AUM reported on Form ADV. **Average assets per client relationship. NM = not meaningful. †AUM was updated upon request of the client, post print.

288 Novare Capital Management Charlotte, N.C. 1,162.79 18.77% $3.08 13.12% 5.00%

289 Trilogy Capital Huntington Beach, Calif. 1,161.19 32.39% $0.09 35.21% -2.09%

290 Wealthquest Corporation Cincinnati, Ohio 1,158.55 17.82% $0.95 11.07% 6.08%

291 Daintree Advisors Boston, Mass. 1,151.29 10.99% $4.62 3.86% 6.87%

292 The Fiduciary Group Savannah, Ga. 1,150.66 28.11% $2.16 20.42% 6.39%

293 Round Table Wealth Management Westfi eld, N.J. 1,131.00 11.87% $4.73 3.44% 8.14%

294 Lee Financial Dallas, Texas 1,124.60 10.69% $2.79 13.43% -2.42%

295 ML&R Wealth Management Austin, Texas 1,104.53 22.03% $2.18 9.73% 11.21%

296 Schechter Investment Advisors Birmingham, Mich. 1,102.52 29.60% $4.41 14.05% 13.64%

297 Van Hulzen Asset Management El Dorado Hills, Calif. 1,100.24 35.79% $1.38 18.81% 14.29%

298 TFC Financial Management Boston, Mass. 1,082.07 19.65% $3.13 14.12% 4.85%

299 Kings Point Capital Management Great Neck, N.Y. 1,081.13 37.00% $4.62 10.07% 24.47%

300 Main Street Research Sausalito, Calif. 1,080.47 27.88% $2.25 38.53% -7.69%

301 Patriot Investment Management Knoxville, Tenn. 1,078.00 24.89% $0.68 23.09% 1.46%

302 United Asset Strategies Garden City, N.Y. 1,069.69 22.54% $1.14 11.85% 9.56%

303 Austin Asset Austin, Texas 1,039.70 22.94% $2.72 19.72% 2.69%

304 Sheaff Brock Investment Advisors Indianapolis, Ind. 1,037.10 22.60% $0.94 13.97% 7.57%

305 Nadler Financial Group Deerfi eld, Ill. 1,030.53 37.53% $1.40 39.58% -1.47%

306 BT Wealth Management Atlanta, Ga. 1,025.78 11.04% $3.28 -1.38% 12.59%

307 Fiduciary Advisors St. Louis, Mo. 1,021.71 11.08% $11.35 11.08% 0.00%

308 Warwick Partners Bryan, Texas 1,017.01 25.00% $5.91 37.36% -8.99%

309 The Cabana Group Fayetteville, Ark. 1,016.41 67.17% $0.20 13.97% 46.68%

310 Ensemble Capital Management Burlingame, Calif. 1,010.75 29.44% $5.00 24.96% 3.59%

311 BigSur Partners Miami, Fla. 1,007.92 5.36% $53.05 5.36% 0.00%

312 Marcum Wealth Mayfi eld Village, Ohio 1,005.92 41.96% $0.71 -17.64% 72.36%

313 Meyer Capital Group Marlton, N.J. 1,005.00 18.63% $1.42 18.12% 0.42%

314 SAX Wealth Advisors Clifton, N.J. 1,003.99 17.68% $1.40 4.75% 12.34%

ASSET CATEGORY: $500 MILLION TO < $1 BILLION

315 HCR Wealth Advisors Los Angeles, Calif. 996.79 7.06% $1.17 -1.46% 8.65%

316 SteelPeak Wealth Woodland Hills, Calif. 994.06 43.09% $0.81 50.41% -4.87%

317 Cable Hill Partners Portland, Ore. 988.13 39.57% $1.50 27.07% 9.83%

318 Romano Wealth Management Evanston, Ill. 987.89 14.87% $1.46 14.20% 0.59%

319 StraightLine Group Troy, Mich. 986.94 6.99% $0.37 13.42% -5.67%

320 RZH Advisors Stamford, Conn. 984.00 23.46% $7.24 18.02% 4.62%

321 Paragon Capital Management Denver, Colo. 963.73 18.01% $6.74 20.48% -2.05%

322 Greene Wealth Management Seattle, Wash. 958.76 12.12% $2.61 -1.59% 13.93%

323 Acorn Financial Advisory Services Reston, Va. 956.10 18.00% $0.57 7.10% 10.17%

324 Narwhal Capital Management Marietta, Ga. 952.04 28.17% $7.00 2.73% 24.77%

325 SilverOak Wealth Management Edina, Minn. 950.60 25.02% $3.06 16.17% 7.61%

326 Bogart Wealth McLean, Va. 947.97 26.71% $1.50 11.85% 13.29%

327 Per Stirling Capital Management Austin, Texas 947.96 -13.42% $0.90 -22.48% 11.69%

328 The Advisory Group of San Francisco San Francisco, Calif. 945.97 15.55% $5.77 15.55% 0.00%

329 Bitterroot Capital Advisors Bozeman, Mont. 935.27 -6.10% $62.35 -6.10% 0.00%

330 Palisade Asset Management Minneapolis, Minn. 931.29 8.53% $1.85 -1.59% 10.28%

331 The Retirement Planning Group Leawood, Kan. 929.00 29.57% $0.77 7.97% 20.00%

332 TC Wealth Partners Downers Grove, Ill. 901.16 124.19% $1.37 59.35% 40.69%

333 Madison Wealth Management Cincinnati, Ohio 898.20 13.43% $1.88 10.58% 2.58%

334 Prudent Investor Advisors Folsom, Calif. 896.02 21.84% $8.96 15.74% 5.26%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


27.88% $2.25 38.53% -7.69%

24.89% $0.68 23.09% 1.46%

22.54% $1.14 11.85% 9.56%

22.94% $2.72 19.72% 2.69%

22.60% $0.94 13.97% 7.57%

37.53% $1.40 39.58% -1.47%

22.54% $1.14 11.85% 9.56%

22.94% $2.72 19.72% 2.69%

22.60% $0.94 13.97% 7.57%

37.53% $1.40 39.58% -1.47%

11.04% $3.28 -1.38% 12.59%

1,037.10 22.60% $0.94 13.97% 7.57%

1,030.53 37.53% $1.40 39.58% -1.47%

11.04% $3.28 -1.38% 12.59%

11.08% $11.35 11.08% 0.00%

1,017.01 25.00% $5.91 37.36% -8.99%

1,016.41 67.17% $0.20 13.97% 46.68%

St. Louis, Mo.

Bryan, Texas

Fayetteville, Ark.

Burlingame, Calif.

Miami, Fla.

Mayfi eld Village, Ohio

Marlton, N.J.

Miami, Fla.

Marcum Wealth Mayfi eld Village, Ohio

Meyer Capital Group Marlton, N.J.

SAX Wealth Advisors Clifton, N.J.


Meyer Capital Group

SAX Wealth Advisors


315 HCR Wealth Advisors

316 SteelPeak Wealth

11.04% $3.28 -1.38% 12.59%

11.08% $11.35 11.08% 0.00%

25.00% $5.91 37.36% -8.99%

67.17% $0.20 13.97% 46.68%

29.44% $5.00 24.96% 3.59%

5.36% $53.05 5.36% 0.00%

25.00% $5.91 37.36% -8.99%

67.17% $0.20 13.97% 46.68%

29.44% $5.00 24.96% 3.59%

5.36% $53.05 5.36% 0.00%

41.96% $0.71 -17.64% 72.36%

18.63% $1.42 18.12% 0.42%

67.17% $0.20 13.97% 46.68%

29.44% $5.00 24.96% 3.59%

5.36% $53.05 5.36% 0.00%

41.96% $0.71 -17.64% 72.36%

18.63% $1.42 18.12% 0.42%

17.68% $1.40 4.75% 12.34%

5.36% $53.05 5.36% 0.00%

41.96% $0.71 -17.64% 72.36%

1,005.00 18.63% $1.42 18.12% 0.42%

1,003.99 17.68% $1.40 4.75% 12.34%

996.79

994.06

996.79

994.06

Clifton, N.J.

Los Angeles, Calif.

Woodland Hills, Calif.

Portland, Ore. 988.13

Evanston, Ill.

Woodland Hills, Calif.

Portland, Ore.

Evanston, Ill.

Troy, Mich.

Portland, Ore.

Romano Wealth Management Evanston, Ill.

Troy, Mich.

Paragon Capital Management

Romano Wealth Management

StraightLine Group

RZH Advisors

Paragon Capital Management

Greene Wealth Management

Acorn Financial Advisory Services


335 Professional Planning Group Westerly, R.I. 895.40 18.46% $0.53 22.70% -3.46%

336 Financial Synergies Wealth Advisors Houston, Texas 894.71 16.44% $1.53 0.91% 15.38%

337 CJM Wealth Advisers Fairfax, Va. 889.76 23.82% $0.40 16.46% 6.32%

338 Hemington Wealth Management Falls Church, Va. 888.81 23.52% $1.94 11.92% 10.36%

339 YorkBridge Wealth Partners New York, N.Y. 887.24 17.20% $3.40 12.71% 3.98%

340 Pettinga Financial Advisors Evansville, Ind. 886.32 13.51% $1.47 2.97% 10.24%

341 Rockbridge Investment Management Syracuse, N.Y. 879.00 24.15% $0.58 15.51% 7.48%

342 Weatherly Asset Management Del Mar, Calif. 875.56 13.74% $2.51 21.23% -6.18%

343 Corrigan Financial Middletown, R.I. 863.48 17.33% $0.84 16.42% 0.79%

344 Oakwood Capital Management Los Angeles, Calif. 855.87 9.23% $2.16 13.09% -3.41%

345 BFSG Irvine, Calif. 854.14 92.02% $1.29 31.51% 46.02%

346 Rather & Kittrell Knoxville, Tenn. 851.69 16.96% $1.13 19.12% -1.82%

347 Woodmont Investment Counsel Nashville, Tenn. 841.61 17.70% $2.47 10.10% 6.90%

348 Sather Financial Group Victoria, Texas 832.98 42.11% $2.23 40.59% 1.08%

349 Kiley Juergens Wealth Management Olympia, Wash. 827.28 22.67% N/A N/A N/A

350 Patton Albertson Miller Group Chattanooga, Tenn. 821.65 78.96% $3.08 205.64% -41.45%

351 WNY Asset Management Williamsville, N.Y. 818.34 21.48% $0.30 -18.78% 49.56%

352 Smith Anglin Financial Dallas, Texas 815.95 12.98% $0.92 7.62% 4.98%

353 Retirement Investment Advisors Oklahoma City, Okla. 815.81 22.64% $0.67 19.11% 2.96%

354 Azzad Asset Management Falls Church, Va. 812.46 32.16% $0.74 49.37% -11.52%

355 Delegate Advisors Chapel Hill, N.C. 811.13 2.08% $27.97 2.08% 0.00%

356 Waddell & Associates Memphis, Tenn. 805.03 16.43% $0.94 24.30% -6.34%

357 Marquette Wealth Management Minneapolis, Minn. 801.75 13.61% $5.98 10.22% 3.08%

358 J.L. Bainbridge & Co. Sarasota, Fla. 800.00 29.03% $1.00 29.03% 0.00%

359 Beacon Financial Group Dallas, Texas 798.77 15.91% $1.00 12.29% 3.22%

360 Rebalance Palo Alto, Calif. 795.54 26.68% $1.21 26.10% 0.46%

361 SPC Financial Rockville, Md. 790.05 25.80% $0.77 19.04% 5.68%

362 Medley & Brown Ridgeland, Miss. 786.83 20.88% $1.51 20.65% 0.19%

363 Traphagen Investment Advisors Oradell, N.J. 784.39 28.55% $0.60 19.77% 7.34%

364 DiNuzzo Private Wealth Beaver, Pa. 780.26 22.56% $0.95 16.60% 5.11%

365 SB Capital Management Encino, Calif. 780.22 5.23% $2.94 1.66% 3.52%

366 Cahaba Wealth Management Atlanta, Ga. 773.26 30.39% $1.33 18.31% 10.21%

367 Versant Capital Management Phoenix, Ariz. 772.60 -11.46% $1.79 5.76% -16.28%

368 Financial Planning and Information Services De Pere, Wis. 771.50 49.23% $0.77 41.02% 5.82%

369 Soundmark Wealth Management Kirkland, Wash. 771.17 15.08% $1.54 4.26% 10.38%

370 Petersen Hastings Investment Management Kennewick, Wash. 769.84 14.87% $1.09 9.99% 4.44%

371 Segment Wealth Management Houston, Texas 768.65 26.55% $4.13 28.60% -1.59%

372 Blue Chip Partners Farmington Hills, Mich. 767.88 42.99% $1.60 27.77% 11.92%

373 Aveo Capital Partners Englewood, Colo. 767.80 16.33% $0.77 11.31% 4.51%

374 Actuarial Consulting Group Midlothian, Va. 763.20 26.58% $2.86 25.16% 1.14%

375 Apriem Advisors Irvine, Calif. 760.19 9.00% $1.19 12.23% -2.88%

376 PYA Waltman Capital Knoxville, Tenn. 754.60 19.62% $2.27 11.71% 7.07%

377 REDW Wealth Albuquerque, N.M. 753.78 13.84% $2.12 11.29% 2.30%

378 Burton Enright Welch Walnut Creek, Calif. 751.39 20.33% $1.77 14.66% 4.94%

379 Delta Financial Group Basking Ridge, N.J. 751.23 21.42% $1.23 13.08% 7.38%

380 Yeske Buie San Francisco, Calif. 743.62 12.06% $2.81 11.64% 0.38%

381 TrinityPoint Wealth Milford, Conn. 737.57 40.56% $1.09 3.61% 35.67%

382 Vision Capital Management Portland, Ore. 728.17 20.38% $1.47 12.84% 6.68%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


17.70% $2.47 10.10% 6.90%

42.11% $2.23 40.59% 1.08%

22.67% N/A N/A N/A

78.96% $3.08 205.64% -41.45%

21.48% $0.30 -18.78% 49.56%

12.98% $0.92 7.62% 4.98%

22.67% N/A N/A N/A

78.96% $3.08 205.64% -41.45%

21.48% $0.30 -18.78% 49.56%

12.98% $0.92 7.62% 4.98%

22.64% $0.67 19.11% 2.96%

818.34 21.48% $0.30 -18.78% 49.56%

815.95 12.98% $0.92 7.62% 4.98%

22.64% $0.67 19.11% 2.96%

32.16% $0.74 49.37% -11.52%

2.08% $27.97 2.08% 0.00%

805.03 16.43% $0.94 24.30% -6.34%


Falls Church, Va.

Chapel Hill, N.C.

Memphis, Tenn.

Sarasota, Fla.

Dallas, Texas

Palo Alto, Calif.

J.L. Bainbridge & Co. Sarasota, Fla.

Beacon Financial Group Dallas, Texas

Ridgeland, Miss.

Beacon Financial Group

Rebalance

361 SPC Financial

362 Medley & Brown

363 Traphagen Investment Advisors

364 DiNuzzo Private Wealth

22.64% $0.67 19.11% 2.96%

32.16% $0.74 49.37% -11.52%

2.08% $27.97 2.08% 0.00%

16.43% $0.94 24.30% -6.34%

13.61% $5.98 10.22% 3.08%

29.03% $1.00 29.03% 0.00%

2.08% $27.97 2.08% 0.00%

16.43% $0.94 24.30% -6.34%

13.61% $5.98 10.22% 3.08%

29.03% $1.00 29.03% 0.00%

15.91% $1.00 12.29% 3.22%

26.68% $1.21 26.10% 0.46%

16.43% $0.94 24.30% -6.34%

13.61% $5.98 10.22% 3.08%

29.03% $1.00 29.03% 0.00%

15.91% $1.00 12.29% 3.22%

26.68% $1.21 26.10% 0.46%

25.80% $0.77 19.04% 5.68%

29.03% $1.00 29.03% 0.00%

15.91% $1.00 12.29% 3.22%

795.54 26.68% $1.21 26.10% 0.46%

790.05 25.80% $0.77 19.04% 5.68%

786.83 20.88% $1.51 20.65% 0.19%

784.39

780.26

786.83

780.26

Rockville, Md.

Ridgeland, Miss.

Oradell, N.J.

Beaver, Pa. 780.26

Encino, Calif.

Atlanta, Ga.

Beaver, Pa.

De Pere, Wis.

Beaver, Pa.

SB Capital Management

Cahaba Wealth Management

Versant Capital Management

Financial Planning and Information Services

Soundmark Wealth Management

Cahaba Wealth Management

Versant Capital Management

Financial Planning and Information Services

Soundmark Wealth Management

Petersen Hastings Investment Management

Segment Wealth Management


383 American Financial Advisors Marietta, Ga. 727.36 19.31% $0.77 19.95% -0.53%

384 Horan Capital Management Hunt Valley, Md. 723.36 25.81% $1.04 31.05% -4.00%

385 Shine Wealth Partners Lone Tree, Colo. 720.54 21.38% $2.77 14.38% 6.12%

386 Triad Financial Advisors Greensboro, N.C. 720.31 21.45% $1.06 18.78% 2.25%

387 Woodard & Company Asset Management Group Bermuda Run, N.C. 717.00 21.94% $0.90 16.60% 4.58%

388 Hengehold Capital Management Cincinnati, Ohio 707.90 19.98% $1.18 9.98% 9.09%

389 Sunrise Advisors Leawood, Kan. 706.00 13.72% $1.20 6.00% 7.29%

390 Quadrant Private Wealth Management Bethlehem, Pa. 696.22 14.72% $1.83 10.19% 4.11%

391 Vintage Financial Services Ann Arbor, Mich. 696.00 14.40% $1.35 15.73% -1.15%

392 PDS Planning Dublin, Ohio 682.20 19.22% $1.25 16.82% 2.06%

393 HeadInvest Portland, Maine 680.11 15.08% $1.85 0.66% 14.33%

394 Financial Advisory Corporation Grand Rapids, Mich. 678.44 20.46% $3.52 17.34% 2.66%

395 Fusion Family Wealth Woodbury, N.Y. 676.00 18.46% $2.65 16.13% 2.00%

396 Seasons of Advice Wealth Management New York, N.Y. 675.46 18.26% $0.91 11.74% 5.83%

397 Janiczek Wealth Management Denver, Colo. 675.09 39.32% $3.33 40.69% -0.98%

398 Omnia Family Wealth Aventura, Fla. 667.39 14.34% $9.81 -7.52% 23.64%

399 RW Investment Management Boise, Idaho 663.86 4.08% $1.38 31.40% -20.79%

400 Archford Capital Strategies Swansea, Ill. 657.33 17.92% $1.07 1.43% 16.26%

401 New England Investment & Retirement Group North Andover, Mass. 655.02 25.21% $0.89 26.91% -1.34%

402 Evermay Wealth Management Arlington, Va. 653.95 18.48% $1.90 15.73% 2.37%

403 Moisand Fitzgerald Tamayo Orlando, Fla. 650.42 19.70% $1.10 13.84% 5.14%

404 Innovative Financial Management Peoria, Ariz. 650.00 9.24% $1.44 -2.89% 12.50%

405 Ruggie Wealth Management Tavares, Fla. 647.34 10.71% $1.21 5.95% 4.49%

406 Pinkerton Retirement Specialists Coeur d’ Alene, Idaho 645.80 44.15% $0.92 39.00% 3.70%

407 Spectrum Management Group Indianapolis, Ind. 644.26 23.10% $3.50 15.74% 6.36%

408 Red Door Wealth Management Memphis, Tenn. 641.97 33.46% $1.71 7.12% 24.58%

409 HTG Investment Advisors New Canaan, Conn. 641.61 18.46% $1.88 4.61% 13.25%

410 Meg Green & Associates Plantation, Fla. 640.07 11.85% $0.91 7.86% 3.70%

411 ARS Wealth Advisors St Petersburg, Fla. 637.42 26.70% $1.14 21.24% 4.50%

412 Inspire Investing Hollister, Calif. 634.58 152.03% $0.99 122.11% 13.48%

413 Southern Financial Group Birmingham, Ala. 631.71 17.95% $0.68 19.22% -1.06%

414 Stage Harbor Financial Needham, Mass. 631.46 28.51% $2.91 0.67% 27.65%

415 Premier Financial Group Eureka, Calif. 626.41 19.13% $1.16 7.63% 10.68%

416 WorthPointe San Diego, Calif. 623.85 38.21% $1.34 22.76% 12.59%

417 MJP Wealth Advisors Farmington, Conn. 622.59 45.69% $1.00 31.70% 10.62%

418 Willis Johnson & Associates Houston, Texas 605.33 29.50% $1.80 14.08% 13.51%

419 Blankinship & Foster Solana Beach, Calif. 602.46 19.56% $2.30 11.34% 7.38%

420 PJS Investment Management Cedarburg, Wis. 599.12 17.70% $2.05 17.70% 0.00%

421 Investec Wealth Strategies Houston, Texas 597.78 12.43% $2.07 10.10% 2.12%

422 Northeast Financial Group Tannersville, Pa. 595.51 18.42% $0.98 -0.73% 19.29%

423 Briaud Financial Advisors College Station, Texas 593.79 10.02% $2.27 5.82% 3.97%

424 Ellis Investment Partners Berwyn, Pa. 584.05 24.02% $0.96 14.84% 7.99%

425 Stevens Foster Financial Advisors Bloomington, Minn. 581.63 0.00% $1.44 0.00% 0.00%

426 Financial Partners Capital Management New York, N.Y. 575.87 23.54% $2.22 19.25% 3.60%

427 Rappaport Reiches Capital Management Skokie, Ill. 574.70 23.87% $2.07 18.06% 4.92%

428 William Mack & Associates Troy, Mich. 573.41 67.84% $1.13 67.84% 0.00%

429 CapSouth Wealth Management Dothan, Ala. 568.83 24.92% $1.59 21.77% 2.59%

430 Total Wealth Planning Cincinnati, Ohio 558.85 25.68% $1.49 18.97% 5.63%



($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

18.46% $2.65 16.13% 2.00%

18.26% $0.91 11.74% 5.83%

39.32% $3.33 40.69% -0.98%

14.34% $9.81 -7.52% 23.64%

4.08% $1.38 31.40% -20.79%

17.92% $1.07 1.43% 16.26%

39.32% $3.33 40.69% -0.98%

14.34% $9.81 -7.52% 23.64%

4.08% $1.38 31.40% -20.79%

17.92% $1.07 1.43% 16.26%

25.21% $0.89 26.91% -1.34%

663.86 4.08% $1.38 31.40% -20.79%

657.33 17.92% $1.07 1.43% 16.26%

25.21% $0.89 26.91% -1.34%

18.48% $1.90 15.73% 2.37%

19.70% $1.10 13.84% 5.14%

650.00 9.24% $1.44 -2.89% 12.50%

North Andover, Mass.

Arlington, Va.

Orlando, Fla.

Coeur d’ Alene, Idaho

Indianapolis, Ind.

Memphis, Tenn.

Pinkerton Retirement Specialists Coeur d’ Alene, Idaho

Spectrum Management Group Indianapolis, Ind.

Red Door Wealth Management Memphis, Tenn.

HTG Investment Advisors New Canaan, Conn.

Meg Green & Associates Plantation, Fla.

Spectrum Management Group

Red Door Wealth Management

HTG Investment Advisors

410 Meg Green & Associates

411 ARS Wealth Advisors

412 Inspire Investing

25.21% $0.89 26.91% -1.34%

18.48% $1.90 15.73% 2.37%

19.70% $1.10 13.84% 5.14%

9.24% $1.44 -2.89% 12.50%

10.71% $1.21 5.95% 4.49%

44.15% $0.92 39.00% 3.70%

19.70% $1.10 13.84% 5.14%

9.24% $1.44 -2.89% 12.50%

10.71% $1.21 5.95% 4.49%

44.15% $0.92 39.00% 3.70%

23.10% $3.50 15.74% 6.36%

33.46% $1.71 7.12% 24.58%

9.24% $1.44 -2.89% 12.50%

10.71% $1.21 5.95% 4.49%

44.15% $0.92 39.00% 3.70%

23.10% $3.50 15.74% 6.36%

33.46% $1.71 7.12% 24.58%

18.46% $1.88 4.61% 13.25%

44.15% $0.92 39.00% 3.70%

23.10% $3.50 15.74% 6.36%

641.97 33.46% $1.71 7.12% 24.58%

641.61 18.46% $1.88 4.61% 13.25%

640.07 11.85% $0.91 7.86% 3.70%

637.42

634.58

New Canaan, Conn. New Canaan, Conn.

Plantation, Fla.

St Petersburg, Fla.

Hollister, Calif.

Birmingham, Ala.

Needham, Mass.

Hollister, Calif.

Needham, Mass.

Southern Financial Group

Stage Harbor Financial Needham, Mass.

Premier Financial Group

Farmington, Conn.

Stage Harbor Financial

Premier Financial Group

WorthPointe

MJP Wealth Advisors Farmington, Conn.

Willis Johnson & Associates

Blankinship & Foster




431 Reagan Companies Asset Management Marcellus, N.Y. 557.47 27.98% $1.04 17.48% 8.94%

432 Harris Financial Advisors Torrance, Calif. 556.36 22.67% $1.38 16.58% 5.22%

433 The Wealth Collaborative Westlake Village, Calif. 555.57 13.06% $2.63 9.85% 2.93%

434 Halpern Financial Ashburn, Va. 554.61 35.42% $2.64 23.16% 9.95%

435 ClearRock Capital Ketchum, Idaho 553.46 25.06% $1.98 22.82% 1.82%

436 The Arkansas Financial Group Little Rock, Ark. 549.88 17.71% $1.77 15.81% 1.64%

437 Socius Family Offi ce Fort Lauderdale, Fla. 543.21 13.72% $4.53 8.03% 5.26%

438 Titleist Asset Management San Antonio, Texas 536.99 57.97% $0.62 39.63% 13.13%

439 Virtue Capital Management Brentwood, Tenn. 529.26 13.76% $0.09 -6.68% 21.90%

440 Omega Wealth Partners Fort Worth, Texas 525.97 24.64% $1.91 13.31% 10.00%

441 Droms Strauss Wealth Management St. Louis, Mo. 523.71 20.41% $1.59 9.46% 10.00%

442 Aegis Wealth Management Bethesda, Md. 521.14 -0.15% $5.21 -0.15% 0.00%

443 Oarsman Capital Milwaukee, Wis. 520.50 17.72% $0.70 17.88% -0.13%

444 Summit Wealth Strategies Chesterfi eld, Mo. 514.90 33.54% $0.25 -10.57% 49.32%

445 Hanson & Doremus Investment Management Burlington, Vt. 511.89 22.15% $1.10 18.22% 3.32%

446 J.P. King Advisors Walnut Creek, Calif. 511.40 14.82% $1.43 14.82% 0.00%

447 Aspen Capital Management Boise, Idaho 510.97 20.40% $3.12 10.86% 8.61%

448 Corbenic Partners Bethlehem, Pa. 509.67 34.47% $2.19 28.70% 4.48%

449 KMH Wealth Management Victoria, Texas 508.61 21.03% $1.11 10.46% 9.57%

450 Diversifi ed Wilmington, Del. 507.92 56.81% $0.73 44.16% 8.78%

451 RS Crum Newport Beach, Calif. 507.51 14.15% $1.79 7.32% 6.37%

ASSET CATEGORY: $250 MILLION TO <$500 MILLION

452 Asset Management Group Stamford, Conn. 498.54 21.42% $1.91 20.02% 1.16%

453 The L. Warner Companies Timonium, Md. 494.10 17.31% $1.78 25.36% -6.42%

454 Bernhardt Wealth Management McLean, Va. 490.74 23.02% $1.69 18.35% 3.94%

455 Regatta Capital Group El Segundo, Calif. 487.13 50.50% $0.70 38.21% 8.89%

456 FJY Financial Reston, Va. 486.46 -4.93% $1.37 -8.41% 3.80%

457 Frisch Financial Group Melville, N.Y. 480.91 17.56% $1.02 9.32% 7.53%

458 Optima Asset Management Dallas, Texas 478.92 5.74% $4.99 7.94% -2.04%

459 Glass Jacobson Financial Group Owings Mills, Md. 476.94 18.92% $0.95 7.03% 11.11%

460 SkyOak Wealth Las Vegas, Nev. 474.00 31.67% $0.23 -20.85% 66.34%

461 Vestory Bellevue, Wash. 466.91 19.84% $0.66 9.71% 9.23%

462 Investmark Advisory Group Shelton, Conn. 459.26 17.11% $0.84 21.38% -3.52%

463 BlueSky Wealth Advisors New Bern, N.C. 453.24 14.17% $1.54 9.14% 4.61%

464 White Oaks Wealth Advisors Minneapolis, Minn. 452.59 15.05% $1.76 20.42% -4.46%

465 Effi cient Wealth Management The Woodlands, Texas 450.73 22.18% $2.17 9.84% 11.23%

466 Goodman Financial Corporation Houston, Texas 448.22 16.03% $1.96 20.59% -3.78%

467 Financial Management Strategies Cleveland, Ohio 447.55 26.19% $0.34 12.34% 12.33%

468 Claro Advisors Boston, Mass. 443.59 30.59% $0.85 17.36% 11.28%

469 Marotta Wealth Management Charlottesville, Va. 442.62 21.09% $1.48 14.61% 5.65%

470 Litman Gregory Asset Management † Walnut Creek, Calif. 4,440.31 3.99% $9.06 -19.14% 28.61%

471 Asset Management Advisors Houston, Texas 431.94 32.58% $4.75 23.84% 7.06%

472 Elser Financial Planning Indianapolis, Ind. 430.69 29.20% $1.92 1.06% 27.84%

473 Tobias Financial Advisors Plantation, Fla. 429.20 29.94% $1.88 16.26% 11.76%

474 J.W. Coons Advisors Columbus, Ohio 425.89 17.12% $2.77 13.32% 3.36%

475 Level Financial Advisors Amherst, N.Y. 425.11 22.04% $0.69 18.67% 2.84%

476 Net Worth Advisory Group Sandy, Utah 410.39 25.89% $0.95 20.07% 4.84%

477 W.A. Smith Financial Group Sheffi eld Village, Ohio 410.20 41.00% $0.36 33.11% 5.93%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

17.72% $0.70 17.88% -0.13%

33.54% $0.25 -10.57% 49.32%

22.15% $1.10 18.22% 3.32%

14.82% $1.43 14.82% 0.00%

20.40% $3.12 10.86% 8.61%

34.47% $2.19 28.70% 4.48%

22.15% $1.10 18.22% 3.32%

14.82% $1.43 14.82% 0.00%

20.40% $3.12 10.86% 8.61%

34.47% $2.19 28.70% 4.48%

21.03% $1.11 10.46% 9.57%

510.97 20.40% $3.12 10.86% 8.61%

509.67 34.47% $2.19 28.70% 4.48%

21.03% $1.11 10.46% 9.57%

56.81% $0.73 44.16% 8.78%

14.15% $1.79 7.32% 6.37%

Wilmington, Del.

Newport Beach, Calif. Newport Beach, Calif.


Stamford, Conn.

McLean, Va.

El Segundo, Calif.

The L. Warner Companies

Bernhardt Wealth Management

Regatta Capital Group El Segundo, Calif.

Reston, Va.

Frisch Financial Group Melville, N.Y.

Bernhardt Wealth Management

Regatta Capital Group

FJY Financial

457 Frisch Financial Group

458 Optima Asset Management

459 Glass Jacobson Financial Group

21.03% $1.11 10.46% 9.57%

56.81% $0.73 44.16% 8.78%

14.15% $1.79 7.32% 6.37%

21.42% $1.91 20.02% 1.16%

17.31% $1.78 25.36% -6.42%

14.15% $1.79 7.32% 6.37%

21.42% $1.91 20.02% 1.16%

17.31% $1.78 25.36% -6.42%

23.02% $1.69 18.35% 3.94%

50.50% $0.70 38.21% 8.89%

21.42% $1.91 20.02% 1.16%

17.31% $1.78 25.36% -6.42%

23.02% $1.69 18.35% 3.94%

50.50% $0.70 38.21% 8.89%

-4.93% $1.37 -8.41% 3.80%

17.31% $1.78 25.36% -6.42%

23.02% $1.69 18.35% 3.94%

487.13 50.50% $0.70 38.21% 8.89%

486.46 -4.93% $1.37 -8.41% 3.80%

480.91 17.56% $1.02 9.32% 7.53%

478.92

476.94

El Segundo, Calif.

Reston, Va.

Melville, N.Y.

Dallas, Texas

Owings Mills, Md.

Las Vegas, Nev.

Bellevue, Wash.

Owings Mills, Md.

Shelton, Conn.

New Bern, N.C.

Glass Jacobson Financial Group

Investmark Advisory Group Shelton, Conn.

New Bern, N.C.

Minneapolis, Minn.

Vestory

Investmark Advisory Group

BlueSky Wealth Advisors

White Oaks Wealth Advisors

Effi cient Wealth Management

Goodman Financial Corporation




478 Mirador Capital Partners Pleasanton, Calif. 405.70 33.67% $1.01 0.26% 33.33%

479 Grand Wealth Management Grand Rapids, Mich. 404.20 24.02% $2.85 18.78% 4.41%

480 Jentner Wealth Management Akron, Ohio 401.21 16.19% $1.39 10.96% 4.71%

481 Woodward Financial Advisors Chapel Hill, N.C. 394.65 5.24% $2.32 -0.95% 6.25%

482 Meritas Wealth Management Larkspur, Calif. 388.98 33.66% $1.73 6.93% 25.00%

483 Hochman Cole Investment Advisors Deerfi eld, Ill. 388.75 20.37% $1.89 6.93% 12.57%

484 Sikich Financial Springfi eld, Ill. 386.57 -0.08% $0.51 N/A N/A

485 Hopwood Financial Services Reston, Va. 384.10 21.37% $1.65 11.47% 8.88%

486 HFG Wealth Management The Woodlands, Texas 370.84 17.84% $1.51 14.49% 2.93%

487 Kraft Asset Management Nashville, Tenn. 368.83 3.11% $1.61 -4.99% 8.53%

488 Gradient Capital Advisors San Diego, Calif. 366.20 21.61% $0.89 19.84% 1.47%

489 Family Offi ce Research Bethesda, Md. 363.22 15.66% $5.77 4.65% 10.53%

490 Court Place Advisors Ellicott City, Md. 358.38 22.35% $1.09 20.50% 1.54%

491 Century Wealth Management Memphis, Tenn. 358.23 20.77% $5.87 16.81% 3.39%

492 Stordahl Capital Management Englewood, Colo. 355.42 25.22% $1.45 20.11% 4.26%

493 The Goff Financial Group Houston, Texas 353.75 21.17% $2.06 21.17% 0.00%

494 Mark Sheptoff Financial Planning Glastonbury, Conn. 353.00 12.06% $0.97 2.85% 8.96%

495 Marin Financial Advisors Larkspur, Calif. 351.68 7.15% $2.27 0.24% 6.90%

496 WJ Interests Sugar Land, Texas 349.00 16.72% $1.69 9.96% 6.15%

497 Next Generation Wealth Management Milwaukee, Wis. 346.68 12.80% $1.14 6.15% 6.27%

498 Pinnacle Financial Group Western Springs, Ill. 344.97 21.08% $1.11 20.30% 0.65%

499 Resolute Financial Newburyport, Mass. 343.20 27.25% $1.01 13.03% 12.58%

500 Heron Wealth New York, N.Y. 342.68 9.07% $2.12 6.38% 2.53%

501 Clune & Associates Chicago, Ill. 338.01 12.45% $2.01 9.11% 3.07%

502 Apex Financial Advisors Yardley, Pa. 337.16 25.91% $2.44 24.08% 1.47%

503 Winch Financial Appleton, Wis. 334.74 22.78% $0.42 22.93% -0.13%

504 Abound Wealth Management Franklin, Tenn. 334.06 86.39% $1.25 8.90% 71.15%

505 Align Wealth Management Oklahoma City, Okla. 332.95 9.42% $1.31 -2.65% 12.39%

506 Carter Asset Management Abilene, Texas 330.07 22.96% $0.64 20.58% 1.98%

507 Wechter Feldman Wealth Management Parsippany, N.J. 325.38 18.47% $2.11 18.47% 0.00%

508 Asset Planning Cypress, Calif. 325.34 23.46% $1.07 18.61% 4.10%

509 Reston Wealth Management Reston, Va. 323.52 31.31% $0.72 24.59% 5.39%

510 Carolina Wealth Management Inc. Greenville, N.C. 323.20 30.32% $0.74 18.61% 9.87%

511 Rainey & Randall Investment Management Celebration, Fla. 322.00 14.59% $2.01 7.43% 6.67%

512 Paragon Wealth Strategies Jacksonville, Fla. 320.81 18.14% $1.15 9.70% 7.69%

513 Peak Financial Management Wellesley, Mass. 315.62 16.57% $1.14 N/A N/A

514 Arbor Wealth Management Miramar Beach, Fla. 313.91 38.77% $0.95 21.16% 14.53%

515 Allodium Investment Consultants Minneapolis, Minn. 312.92 22.48% $1.44 14.05% 7.39%

516 Duncan Williams Asset Management Memphis, Tenn. 312.37 66.92% $0.96 55.07% 7.64%

517 Klaas Financial Loves Park, Ill. 312.36 11.96% $0.27 20.88% -7.38%

518 Rainier Financial Group Seattle, Wash. 311.28 16.43% $1.30 17.40% -0.83%

519 Cassady Schiller Wealth Management Cincinnati, Ohio 310.15 27.30% $1.25 18.61% 7.33%

520 Pivotal Planning Group Melville, N.Y. 307.89 12.56% $1.29 10.20% 2.14%

521 Perspective Wealth Partners Boise, Idaho 306.23 37.58% $1.85 11.88% 22.96%

522 Asset Advisory Group Kinnelon, N.J. 306.23 20.38% $2.04 12.35% 7.14%

523 Transitions Wealth Management Denver, Colo. 303.44 18.77% $0.83 19.42% -0.54%

524 QP Consulting Takoma Park, Md. 302.51 24.97% $3.83 15.48% 8.22%

525 Wilsey Asset Management San Diego, Calif. 299.25 44.67% $0.41 34.87% 7.27%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

22.35% $1.09 20.50% 1.54%

20.77% $5.87 16.81% 3.39%

25.22% $1.45 20.11% 4.26%

21.17% $2.06 21.17% 0.00%

12.06% $0.97 2.85% 8.96%

7.15% $2.27 0.24% 6.90%

25.22% $1.45 20.11% 4.26%

21.17% $2.06 21.17% 0.00%

12.06% $0.97 2.85% 8.96%

7.15% $2.27 0.24% 6.90%

16.72% $1.69 9.96% 6.15%

353.00 12.06% $0.97 2.85% 8.96%

351.68 7.15% $2.27 0.24% 6.90%

16.72% $1.69 9.96% 6.15%

12.80% $1.14 6.15% 6.27%

21.08% $1.11 20.30% 0.65%

343.20 27.25% $1.01 13.03% 12.58%

Sugar Land, Texas

Milwaukee, Wis.

Western Springs, Ill.

Newburyport, Mass.

Western Springs, Ill.

New York, N.Y.

Chicago, Ill.

Yardley, Pa.

Appleton, Wis.

Clune & Associates Chicago, Ill.

Apex Financial Advisors Yardley, Pa.

Winch Financial

Abound Wealth Management Franklin, Tenn.

Align Wealth Management Oklahoma City, Okla.

Apex Financial Advisors

Winch Financial

Abound Wealth Management

505 Align Wealth Management

506 Carter Asset Management

507 Wechter Feldman Wealth Management

16.72% $1.69 9.96% 6.15%

12.80% $1.14 6.15% 6.27%

21.08% $1.11 20.30% 0.65%

27.25% $1.01 13.03% 12.58%

9.07% $2.12 6.38% 2.53%

12.45% $2.01 9.11% 3.07%

21.08% $1.11 20.30% 0.65%

27.25% $1.01 13.03% 12.58%

9.07% $2.12 6.38% 2.53%

12.45% $2.01 9.11% 3.07%

25.91% $2.44 24.08% 1.47%

22.78% $0.42 22.93% -0.13%

27.25% $1.01 13.03% 12.58%

9.07% $2.12 6.38% 2.53%

12.45% $2.01 9.11% 3.07%

25.91% $2.44 24.08% 1.47%

22.78% $0.42 22.93% -0.13%

86.39% $1.25 8.90% 71.15%

12.45% $2.01 9.11% 3.07%

25.91% $2.44 24.08% 1.47%

334.74 22.78% $0.42 22.93% -0.13%

334.06 86.39% $1.25 8.90% 71.15%

332.95 9.42% $1.31 -2.65% 12.39%

330.07

325.38


Franklin, Tenn.


Abilene, Texas

Parsippany, N.J.

Cypress, Calif.

Reston, Va.

Abilene, Texas

Wechter Feldman Wealth Management Parsippany, N.J.

Cypress, Calif.

Reston, Va.

Greenville, N.C.

Celebration, Fla.

Wechter Feldman Wealth Management

Cypress, Calif.

Reston Wealth Management Reston, Va.

Carolina Wealth Management Inc.

Rainey & Randall Investment Management

Jacksonville, Fla.

Reston Wealth Management

Carolina Wealth Management Inc.

Rainey & Randall Investment Management

Paragon Wealth Strategies

Peak Financial Management

Arbor Wealth Management




526 Goodpasture Gray Nashville, Tenn. 298.87 122.11% $3.88 90.38% 16.67%

527 Heritage Way Advisors Rockford, Ill. 298.22 22.60% $2.37 14.82% 6.78%

528 Regency Wealth Management Ramsey, N.J. 296.48 -0.11% $1.45 -3.03% 3.02%

529 Branson, Fowlkes & Company Houston, Texas 295.32 22.84% $1.87 16.62% 5.33%

530 Castle Wealth Advisors Indianapolis, Ind. 295.03 4.51% $1.29 -8.78% 14.57%

531 Mission Creek Capital Partners San Francisco, Calif. 294.09 37.28% $1.09 -20.17% 71.97%

532 McCarthy Asset Management Redwood Shores, Calif. 291.94 17.47% $1.30 16.95% 0.45%

533 Wakefi eld Wealth Management Englewood, Colo. 291.68 25.03% $1.94 26.70% -1.32%

534 Fiduciary Wealth Management Reston, Va. 289.62 56.11% $0.78 -6.42% 66.82%

535 Alpha Financial Advisors Charlotte, N.C. 287.23 28.65% $1.39 21.81% 5.61%

536 Ballast Lexington, Ky. 286.58 27.13% $0.90 23.54% 2.90%

537 Westover Capital Advisors Wilmington, Del. 278.61 21.74% $1.57 22.43% -0.56%

538 Hammond Iles Wealth Advisors Wethersfi eld, Conn. 278.25 30.98% $0.32 16.36% 12.56%

539 Poehling Capital Management Madison, Wis. 275.58 20.57% $0.86 24.34% -3.03%

540 MFA Wealth Pittsburgh, Pa. 274.50 27.20% $0.63 20.15% 5.87%

541 R. W. Roge & Company Naples, N.Y. 273.11 16.94% $0.91 11.10% 5.26%

542 Morling Financial Advisors Fremont, Calif. 272.81 28.32% $0.89 -0.71% 29.24%

543 Searcy Financial Services Overland Park, Kan. 271.64 18.08% $1.57 19.44% -1.14%

544 CTS Financial Group Chicago, Ill. 267.19 2.77% $0.74 -1.24% 4.06%

545 Tim Looney Investments Lake Mary, Fla. 266.26 21.03% $0.78 13.58% 6.56%

546 Horizon Wealth Advisors Houston, Texas 265.16 12.07% $2.09 13.84% -1.55%

547 Trinity Financial Advisors Columbus, Ohio 263.63 22.68% $2.23 15.41% 6.31%

548 Integrated Wealth Management Scottsdale, Ariz. 262.92 21.00% $0.71 10.89% 9.12%

549 RMR Wealth Advisors Madison, Wis. 261.89 20.29% $1.88 10.77% 8.59%

550 The Doman Group New York, N.Y. 257.87 22.04% $3.97 3.27% 18.18%

551 Mullooly Asset Management Wall Township, N.J. 250.73 25.70% $0.37 30.57% -3.73%


552 Wolff Wiese Magana Carlsbad, Calif. 249.13 77.97% $0.45 45.29% 22.49%

553 Legacy Consulting Group Plano, Texas 248.54 31.79% $1.80 20.33% 9.52%

554 Manske Wealth Management Houston, Texas 247.92 2.02% $0.83 -5.51% 7.97%

555 Your Source Financial, PLC Phoenix, Ariz. 247.02 16.12% $1.24 10.31% 5.26%

556 Baron Financial Group Fair Lawn, N.J. 243.08 19.50% $0.85 13.25% 5.51%

557 Private Portfolios San Mateo, Calif. 241.58 11.16% $1.02 -0.15% 11.32%

558 KCS Wealth Advisory Los Angeles, Calif. 240.71 41.79% $0.84 20.62% 17.55%

559 Hanseatic Management Services Albuquerque, N.M. 240.00 139.52% $2.03 111.10% 13.46%

560 Berno Financial Management Cincinnati, Ohio 238.29 22.64% $1.91 16.76% 5.04%

561 Zuraw Financial Advisors Greensboro, N.C. 238.26 22.96% $1.33 6.48% 15.48%

562 Three Bearings Fiduciary Advisors Hampton, N.H. 235.23 9.30% $1.38 8.66% 0.59%

563 Etesian Wealth Advisors West Linn, Ore. 233.00 10.27% $1.50 -3.96% 14.81%

564 Burrus Financial Services Salt Lake City, Utah 231.69 15.21% $0.83 11.19% 3.61%

565 Smedley Financial Services Salt Lake City, Utah 231.36 3.01% $0.28 7.21% -3.92%

566 Hanover Advisors Greenville, S.C. 230.77 6.73% $0.93 -13.92% 24.00%

567 Financial Alternatives La Jolla, Calif. 230.69 12.66% $1.77 3.99% 8.33%

568 Asset Planning Corporation Knoxville, Tenn. 227.49 15.06% $1.14 13.32% 1.53%

569 Harbor Financial Group Boulder, Colo. 227.42 31.48% $1.49 26.33% 4.08%

570 Sentinel Wealth Management Reston, Va. 224.34 20.84% $2.22 23.23% -1.94%

571 Sard Wealth Management Group Atlanta, Ga. 224.12 19.89% $0.97 12.59% 6.48%

572 Precipio Wealth Management McLean, Va. 219.54 19.69% $2.20 19.69% 0.00%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK


30.98% $0.32 16.36% 12.56%

20.57% $0.86 24.34% -3.03%

27.20% $0.63 20.15% 5.87%

16.94% $0.91 11.10% 5.26%

28.32% $0.89 -0.71% 29.24%

18.08% $1.57 19.44% -1.14%

27.20% $0.63 20.15% 5.87%

16.94% $0.91 11.10% 5.26%

28.32% $0.89 -0.71% 29.24%

18.08% $1.57 19.44% -1.14%

2.77% $0.74 -1.24% 4.06%

272.81 28.32% $0.89 -0.71% 29.24%

271.64 18.08% $1.57 19.44% -1.14%

21.03% $0.78 13.58% 6.56%

12.07% $2.09 13.84% -1.55%

263.63 22.68% $2.23 15.41% 6.31%

Lake Mary, Fla.

Houston, Texas

Scottsdale, Ariz.

New York, N.Y.

Wall Township, N.J.

RMR Wealth Advisors

The Doman Group New York, N.Y.

Mullooly Asset Management


Wolff Wiese Magana Carlsbad, Calif. Wolff Wiese Magana Carlsbad, Calif. Wolff Wiese Magana

The Doman Group

Mullooly Asset Management


552 Wolff Wiese Magana

553 Legacy Consulting Group

554 Manske Wealth Management

2.77% $0.74 -1.24% 4.06%

21.03% $0.78 13.58% 6.56%

12.07% $2.09 13.84% -1.55%

22.68% $2.23 15.41% 6.31%

21.00% $0.71 10.89% 9.12%

20.29% $1.88 10.77% 8.59%

12.07% $2.09 13.84% -1.55%

22.68% $2.23 15.41% 6.31%

21.00% $0.71 10.89% 9.12%

20.29% $1.88 10.77% 8.59%

22.04% $3.97 3.27% 18.18%

25.70% $0.37 30.57% -3.73%

22.68% $2.23 15.41% 6.31%

21.00% $0.71 10.89% 9.12%

20.29% $1.88 10.77% 8.59%

22.04% $3.97 3.27% 18.18%

25.70% $0.37 30.57% -3.73%

20.29% $1.88 10.77% 8.59%

22.04% $3.97 3.27% 18.18%

250.73 25.70% $0.37 30.57% -3.73%

249.13 77.97% $0.45 45.29% 22.49%

248.54

247.92

Wall Township, N.J.

Carlsbad, Calif.

Plano, Texas

Houston, Texas

Phoenix, Ariz.

Fair Lawn, N.J.

Plano, Texas

Houston, Texas

Phoenix, Ariz.

Los Angeles, Calif.

Manske Wealth Management Houston, Texas

Your Source Financial, PLC

Baron Financial Group

Los Angeles, Calif.

Hanseatic Management Services Albuquerque, N.M.

Baron Financial Group

Private Portfolios

KCS Wealth Advisory

Hanseatic Management Services

Berno Financial Management

Zuraw Financial Advisors



573 Dickmeyer Boyce Financial Management Fort Wayne, Ind. 218.66 26.12% $0.73 12.25% 12.36%

574 Marrs Wealth Management Ames, Iowa 217.92 26.58% $0.87 37.72% -8.09%

575 DeGreen Capital Management Scottsdale, Ariz. 217.55 4.90% $0.38 4.53% 0.35%

576 Life Planning Partners Jacksonville, Fla. 216.89 20.66% $2.26 20.66% 0.00%

577 Ward & Associates Encinitas, Calif. 215.03 11.65% $4.22 18.22% -5.56%

578 JFG Wealth Management Denver, Colo. 213.25 30.04% $5.47 3.36% 25.81%

579 Advisors Financial Vienna, Va. 212.96 13.35% $1.18 8.96% 4.02%

580 Fidato Wealth Middleburg Heights, Ohio 212.38 27.28% $0.86 27.28% 0.00%

581 Trinity Financial Advisors Chicago, Ill. 212.10 14.10% $3.26 14.10% 0.00%

582 Rainsberger Wealth Advisors Colorado Springs, Colo. 211.35 14.10% $1.08 -3.95% 18.79%

583 Samalin Investment Counsel Chappaqua, N.Y. 210.60 27.78% $0.71 -6.10% 36.07%

584 Wealthview Capital Jackson, Miss. 208.58 22.15% $1.16 15.36% 5.88%

585 JVL Associates Wyoming, Mich. 208.08 11.74% $3.41 -17.57% 35.56%

586 Slayton Lewis Salt Lake City, Utah 207.85 -4.52% $3.46 -12.48% 9.09%

587 Tull Financial Group Chesapeake, Va. 206.30 12.38% $0.86 10.50% 1.70%

588 Sebold Capital Management Naperville, Ill. 205.91 39.66% $1.43 20.26% 16.13%

589 The Putney Financial Group San Rafael, Calif. 205.90 24.37% $0.76 22.07% 1.89%

590 Mighty Oak Strong America Investment Co. Mechanicsburg, Pa. 205.63 35.44% $1.52 24.41% 8.87%

591 Capital Investment Advisors Washington, D.C. 205.60 8.86% $0.36 -18.21% 33.10%

592 TL Private Wealth Southlake, Texas 205.00 35.76% $1.14 13.13% 20.00%

593 Miller Advisors Kirkland, Wash. 204.46 15.94% $0.91 35.10% -14.18%

594 Hilton Head Financial Advisors Hilton Head, S.C. 204.28 24.96% $1.30 24.17% 0.64%

595 Empryion Wealth Management Roseville, Calif. 204.01 8.28% $2.55 8.28% 0.00%

596 Falcon Wealth Planning Inc. Ontario, Calif. 202.54 39.24% $0.48 14.67% 21.43%

597 Asio Capital Lexington, Ky. 201.30 60.40% $1.30 14.87% 39.64%

598 Fortune Wealth Management Dallas, Texas 200.34 24.44% $1.08 21.08% 2.78%

599 Robert Gordon & Associates Springfi eld, Ill. 200.19 27.02% $0.31 24.48% 2.04%

600 Family Wealth Advisory Group Cincinnati, Ohio 200.05 20.99% $1.23 19.49% 1.25%

601 Miramontes Capital Newport Beach, Calif. 198.00 11.24% $0.29 -1.85% 13.33%

602 Premier Estate Planners Clinton Township, Mich. 195.51 24.74% $0.32 20.85% 3.21%

603 Vital Wealth Management Rosemont, Ill. 194.49 35.84% $1.25 20.16% 13.04%

604 Raskob Kambourian Financial Tucson, Ariz. 191.94 102.70% $0.80 88.29% 7.66%

605 Foresight Capital Management Advisors Saline, Mich. 189.80 19.99% $0.51 3.99% 15.38%

606 Stegent Equity Advisors Houston, Texas 189.58 11.22% $2.08 3.89% 7.06%

607 Sandbox Financial Partners Bethesda, Md. 186.06 49.52% $0.74 19.62% 25.00%

608 Covenant Wealth Advisors Williamsburg, Va. 184.18 6.01% $1.12 -1.06% 7.14%

609 Centerline Wealth Adviosors Louisville, Ky. 183.82 20.18% $0.80 14.95% 4.55%

610 Client 1st Advisory Group Clearwater, Fla. 182.84 6.42% $0.74 2.97% 3.35%

611 Clarity Asset Management Ames, Iowa 182.74 19.84% $0.78 7.09% 11.90%

612 Chesapeake Financial Advisors Towson, Md. 178.95 27.04% $0.64 28.41% -1.06%

613 Sharper & Granite El Segundo, Calif. 178.85 0.00% $1.88 5.26% -5.00%

614 Spectrum Strategic Capital Management Lake Oswego, Ore. 177.91 15.15% $0.79 18.72% -3.00%

615 Longview Financial Advisors Huntsville, Ala. 176.12 18.16% $0.97 18.81% -0.55%

616 Hixon Zuercher Capital Management Findlay, Ohio 175.56 37.80% $0.70 42.76% -3.47%

617 Veripax Wealth Management Folsom, Calif. 175.08 19.60% $0.77 5.84% 13.00%

618 Charleston Financial Advisors Charleston, S.C. 174.53 18.19% $1.00 8.06% 9.38%

619 American Financial & Tax Strategies New York, N.Y. 171.23 13.56% $1.10 8.46% 4.70%

620 Investor’s Capital Management Menlo Park, Calif. 166.11 22.56% $2.34 24.28% -1.39%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

11.74% $3.41 -17.57% 35.56%

-4.52% $3.46 -12.48% 9.09%

12.38% $0.86 10.50% 1.70%

39.66% $1.43 20.26% 16.13%

24.37% $0.76 22.07% 1.89%

35.44% $1.52 24.41% 8.87%

12.38% $0.86 10.50% 1.70%

39.66% $1.43 20.26% 16.13%

24.37% $0.76 22.07% 1.89%

35.44% $1.52 24.41% 8.87%

8.86% $0.36 -18.21% 33.10%

205.90 24.37% $0.76 22.07% 1.89%

205.63 35.44% $1.52 24.41% 8.87%

8.86% $0.36 -18.21% 33.10%

35.76% $1.14 13.13% 20.00%

15.94% $0.91 35.10% -14.18%

204.28 24.96% $1.30 24.17% 0.64%

Washington, D.C.

Southlake, Texas

Hilton Head, S.C.

Roseville, Calif.

Ontario, Calif.

Lexington, Ky.

Dallas, Texas

Falcon Wealth Planning Inc. Ontario, Calif.

Fortune Wealth Management Dallas, Texas

Robert Gordon & Associates Springfi eld, Ill.

Family Wealth Advisory Group Cincinnati, Ohio

Asio Capital

Fortune Wealth Management

Robert Gordon & Associates

600 Family Wealth Advisory Group

601 Miramontes Capital

602 Premier Estate Planners

8.86% $0.36 -18.21% 33.10%

35.76% $1.14 13.13% 20.00%

15.94% $0.91 35.10% -14.18%

24.96% $1.30 24.17% 0.64%

8.28% $2.55 8.28% 0.00%

39.24% $0.48 14.67% 21.43%

15.94% $0.91 35.10% -14.18%

24.96% $1.30 24.17% 0.64%

8.28% $2.55 8.28% 0.00%

39.24% $0.48 14.67% 21.43%

60.40% $1.30 14.87% 39.64%

24.44% $1.08 21.08% 2.78%

24.96% $1.30 24.17% 0.64%

8.28% $2.55 8.28% 0.00%

39.24% $0.48 14.67% 21.43%

60.40% $1.30 14.87% 39.64%

24.44% $1.08 21.08% 2.78%

27.02% $0.31 24.48% 2.04%

39.24% $0.48 14.67% 21.43%

60.40% $1.30 14.87% 39.64%

200.34 24.44% $1.08 21.08% 2.78%

200.19 27.02% $0.31 24.48% 2.04%

200.05 20.99% $1.23 19.49% 1.25%

198.00

195.51

Springfi eld, Ill.

Cincinnati, Ohio


Clinton Township, Mich.

Rosemont, Ill.

Tucson, Ariz.


Tucson, Ariz.

Saline, Mich.

Houston, Texas


Vital Wealth Management

Raskob Kambourian Financial Tucson, Ariz.

Foresight Capital Management Advisors

Houston, Texas

Bethesda, Md.

Raskob Kambourian Financial

Foresight Capital Management Advisors

Stegent Equity Advisors

Sandbox Financial Partners

Covenant Wealth Advisors

Centerline Wealth Adviosors




621 Shira Ridge Wealth Management Larkspur, Calif. 165.24 35.16% $0.93 18.36% 14.19%

622 Peak Financial Advisors Denver, Colo. 163.62 8.48% $1.36 -0.56% 9.09%

623 Kemp Financial Management Fullerton, Calif. 163.00 16.43% $1.14 9.92% 5.93%

624 Professional Financial Strategies Pittsford, N.Y. 162.10 9.99% $1.71 6.52% 3.26%

625 Clay Northam Wealth Management Seal Beach, Calif. 161.00 32.51% $0.50 26.39% 4.84%

626 Byrne Asset Management Princeton, N.J. 159.00 17.04% $1.29 7.52% 8.85%

627 Portfolio Wealth Advisors Albuquerque, N.M. 157.92 -0.50% $0.89 -4.44% 4.12%

628 Cape Ann Capital Manchester-by-the-Sea, Mass. 156.40 22.68% $0.26 9.20% 12.34%

629 Summit Place Financial Advisors Summit, N.J. 154.44 42.16% $5.94 9.35% 30.00%

630 Kahler Financial Group Rapid City, S.D. 152.10 7.61% $1.52 7.61% 0.00%

631 Ridgeback Capital Management Bellaire, Texas 152.00 4.83% $1.52 4.83% 0.00%


632 Private Capital Management, Inc Larkspur, Calif. 149.73 6.22% $2.42 1.08% 5.08%

633 TABR Capital Management Orange, Calif. 149.47 12.29% $0.65 12.29% 0.00%

634 Artemis Financial Advisors Boston, Mass. 148.70 24.31% $3.38 13.01% 10.00%

635 Royal Capital Management Boca Raton, Fla. 147.56 17.58% $1.13 10.40% 6.50%

636 Integrated Capital Management Bloomfi eld Hills, Mich. 144.21 9.94% $0.44 -1.15% 11.22%

637 Caissa Wealth Strategies Bloomington, Minn. 141.25 19.20% $1.68 6.43% 12.00%

638 Walkner Condon Financial Advisors Madison, Wis. 137.22 26.07% $0.45 3.00% 22.40%

639 Miller Global Investments Dallas, Texas 136.57 11.76% $1.92 21.20% -7.79%

640 Rebel Financial Groveport, Ohio 136.44 43.47% $0.40 23.09% 16.55%

641 Beacon Financial Advisors Rye Brook, N.Y. 134.96 11.78% $3.00 4.32% 7.14%

642 Colman Knight Advisory Group Acton, Mass. 133.16 18.78% $1.71 12.69% 5.41%

643 Post Oak Private Wealth Advisors Houston, Texas 132.81 47.03% $0.86 -7.39% 58.76%

644 Center For Asset Management Palm Beach Gardens, Fla. 131.86 50.00% $0.73 25.97% 19.08%

645 BCK Partners Corning, N.Y. 128.01 27.27% $0.74 15.43% 10.26%

646 RHS Financial San Francisco, Calif. 126.75 26.56% $1.06 18.12% 7.14%

647 Gasber Financial Advisors Folsom, Calif. 122.55 -0.86% $0.90 2.78% -3.55%

648 Gold Medal Waters Boulder, Colo. 122.13 18.13% $0.90 17.25% 0.75%

649 Parkworth Wealth Management San Jose, Calif. 120.83 35.40% $2.05 21.63% 11.32%

650 Williams Financial Bennington, Vt. 120.41 33.25% $0.44 49.91% -11.11%

651 Atwater Wealth Management Boston, Mass. 120.03 24.52% $1.48 15.29% 8.00%

652 Harrison & Company Wealth Management Roanoke, Va. 119.90 13.61% $1.15 22.35% -7.14%

653 Smith Bruer Advisors Tallahassee, Fla. 119.52 30.49% $0.52 2.12% 27.78%

654 F.I.G. Financial Advisory Services Oklahoma City, Okla. 113.54 32.80% $0.64 29.07% 2.89%

655 Ivy League Financial Advisors Rockville, Md. 113.03 6.86% $1.13 10.06% -2.91%

656 Lighthouse Wealth Management Ashland, Ohio 110.28 21.43% $0.36 20.24% 0.99%

657 Paragon Wealth Management Provo, Utah 109.87 9.09% $0.81 8.29% 0.75%

658 Focus Financial Advisors Rockford, Ill. 109.67 16.01% $0.78 11.86% 3.70%

659 St. John & Associates Roswell, Ga. 108.81 47.33% $0.72 22.13% 20.63%

660 Financial Futures Brielle, N.J. 106.00 26.19% $0.99 15.58% 9.18%

661 Shapiro Financial Security Group Hazlet, N.J. 105.01 9.50% $1.07 #DIV/0! #DIV/0!

662 Flagship Capital Management, Inc Media, Pa. 105.00 14.13% $0.94 10.05% 3.70%

663 Kotys Wealth Professionals Valparaiso, Ind. 101.55 35.30% $0.43 37.02% -1.26%

664 Canter Wealth La Jolla, Calif. 101.02 669.00% $0.92 39.82% 450.00%

665 Korving & Company Suff olk, Va. 100.00 19.76% $0.63 12.28% 6.67%

666 Purtill Financial Highland Heights, Ohio 97.66 -11.63% $0.57 -14.23% 3.03%

667 Elderado Financial Montrose, Colo. 93.58 25.11% $0.33 18.41% 5.66%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

6.22% $2.42 1.08% 5.08%

12.29% $0.65 12.29% 0.00%

24.31% $3.38 13.01% 10.00%

17.58% $1.13 10.40% 6.50%

9.94% $0.44 -1.15% 11.22%

19.20% $1.68 6.43% 12.00%

24.31% $3.38 13.01% 10.00%

17.58% $1.13 10.40% 6.50%

9.94% $0.44 -1.15% 11.22%

19.20% $1.68 6.43% 12.00%

26.07% $0.45 3.00% 22.40%

144.21 9.94% $0.44 -1.15% 11.22%

141.25 19.20% $1.68 6.43% 12.00%

26.07% $0.45 3.00% 22.40%

11.76% $1.92 21.20% -7.79%

43.47% $0.40 23.09% 16.55%

134.96 11.78% $3.00 4.32% 7.14%

Dallas, Texas

Groveport, Ohio Groveport, Ohio

Rye Brook, N.Y.

Acton, Mass.

Houston, Texas

Palm Beach Gardens, Fla.

Corning, N.Y.

Post Oak Private Wealth Advisors Houston, Texas

Center For Asset Management

Corning, N.Y.

Gasber Financial Advisors Folsom, Calif.

Center For Asset Management

BCK Partners

RHS Financial

647 Gasber Financial Advisors

648 Gold Medal Waters

649 Parkworth Wealth Management

26.07% $0.45 3.00% 22.40%

11.76% $1.92 21.20% -7.79%

43.47% $0.40 23.09% 16.55%

11.78% $3.00 4.32% 7.14%

18.78% $1.71 12.69% 5.41%

47.03% $0.86 -7.39% 58.76%

43.47% $0.40 23.09% 16.55%

11.78% $3.00 4.32% 7.14%

18.78% $1.71 12.69% 5.41%

47.03% $0.86 -7.39% 58.76%

50.00% $0.73 25.97% 19.08%

27.27% $0.74 15.43% 10.26%

11.78% $3.00 4.32% 7.14%

18.78% $1.71 12.69% 5.41%

47.03% $0.86 -7.39% 58.76%

50.00% $0.73 25.97% 19.08%

27.27% $0.74 15.43% 10.26%

26.56% $1.06 18.12% 7.14%

47.03% $0.86 -7.39% 58.76%

Palm Beach Gardens, Fla. 50.00% $0.73 25.97% 19.08%

128.01 27.27% $0.74 15.43% 10.26%

126.75 26.56% $1.06 18.12% 7.14%

122.55 -0.86% $0.90 2.78% -3.55%

122.13

120.83

San Francisco, Calif. San Francisco, Calif.

Folsom, Calif.

Boulder, Colo.

San Jose, Calif.

Bennington, Vt.

Boston, Mass.

Boulder, Colo.

San Jose, Calif.

Bennington, Vt.

Boston, Mass.

Roanoke, Va.

Tallahassee, Fla.

Parkworth Wealth Management San Jose, Calif.

Bennington, Vt.

Atwater Wealth Management Boston, Mass.

Harrison & Company Wealth Management

Tallahassee, Fla.

F.I.G. Financial Advisory Services Oklahoma City, Okla.

Atwater Wealth Management

Harrison & Company Wealth Management

Smith Bruer Advisors

F.I.G. Financial Advisory Services

Ivy League Financial Advisors

Lighthouse Wealth Management




668 Foundation Wealth Management Media, Pa. 92.73 20.43% $1.19 15.80% 4.00%

669 Action Point Financial Grand Rapids, Mich. 86.40 23.43% $0.45 -6.94% 32.64%

670 Stock Management Puyallup, Wash. 85.00 21.83% $0.19 11.00% 9.76%

671 S. P. Parkin & Co. Chesterfi eld, Mo. 82.37 34.29% $0.95 17.31% 14.47%

672 Steward Advisors Chicago, Ill. 82.09 37.60% $1.17 45.46% -5.41%

673 Navigation Wealth Management Fort Collins, Colo. 77.87 58.74% $0.17 28.36% 23.67%

674 Hofer & Associates Wealth Management Thousand Oaks, Calif. 77.26 28.18% $0.34 19.82% 6.98%

675 Sommers Financial Management St. Helens, Ore. 71.00 24.56% $0.20 21.37% 2.63%

676 Chilmark Financial Advisors Miami, Fla. 70.57 16.99% $1.24 21.09% -3.39%

677 Milinovich & Co. Waynesburg, Pa. 70.39 19.78% $0.28 7.80% 11.11%

678 Parr Financial Solutions Columbia, Md. 70.34 18.17% $1.76 15.22% 2.56%

679 Ralicki Weath Management & Trust Services Stuart, Fla. 70.33 26.47% $0.41 17.65% 7.50%

680 Ark Royal Wealth Management Raleigh, N.C. 68.20 25.37% $1.84 11.81% 12.12%

681 Townsend Financial Planning Mt Sterling, Ky. 60.80 31.75% $0.64 9.56% 20.25%

682 Meritas Advisors San Rafael, Calif. 60.00 25.00% $1.15 15.38% 8.33%

683 Graf Financial Baton Rouge, La. 58.71 5.75% $0.76 5.75% 0.00%

684 Horizons Planning Corporation Ann Arbor, Mich. 58.70 36.83% $0.53 18.17% 15.79%

685 Timmons Wealth Management Attleboro, Mass. 58.26 32.98% $0.62 23.08% 8.05%

686 Alpha Omega Financial Glen Arm, Md. 57.45 40.72% $1.20 29.16% 8.96%

687 First and Main Financial Piedmont, Calif. 53.00 26.19% $0.56 -0.38% 26.67%

688 Bergland Wealth Management Ridgeland, Miss. 52.55 9.72% $1.09 21.15% -9.43%

689 Bills Asset Management Nashville, Tenn. 50.95 4.00% $0.33 16.74% -10.92%

ASSET CATEGORY: <$50 MILLION

690 Safe Harbor Asset Management Huntington, N.Y. 49.66 6.55% $0.97 0.28% 6.25%

691 Private Client Wealth Advisors Denver, Colo. 43.00 32.31% $0.22 -0.77% 33.33%

692 Equita Financial Network Fort Washington, Pa. 42.41 95.67% $0.61 14.61% 70.73%

693 Oak Street Advisors Myrtle Beach, S.C. 41.25 -15.47% $0.36 -28.08% 17.53%

694 MTR Financial Services Kingwood, Texas 40.00 21.21% $0.45 -10.47% 35.38%

695 Shriver Investments Parker, Colo. 35.25 19.49% $0.47 14.71% 4.17%

696 Retirement Asset Managers King City, Ore. 34.00 3.03% $0.08 -1.88% 5.00%

697 WJL Financial Advisors Chatham, N.J. 31.60 37.39% $0.40 3.04% 33.33%

698 Smith Asset Management Newtown, Pa. 29.51 5.16% $0.84 5.16% 0.00%

699 Integrated Retirement Strategies Oregon City, Ore. 26.13 5.43% $0.84 -1.37% 6.90%

700 Chesapeake Capital Management Abingdon, Md. 25.00 56.25% $0.08 4.17% 50.00%

701 Freitag Financial Group Charlotte, N.C. 23.86 21.44% $0.82 8.87% 11.54%

702 S E Thorn & Co. Prescott, Ariz. 23.00 0.00% $0.32 -1.39% 1.41%

703 Estate Planning Solutions Glendale, Ariz. 20.84 23.68% $0.03 33.98% -7.69%

704 RMP Financial Weston, Fla. 20.00 25.00% $1.43 25.00% 0.00%

705 MF Advisers Dallas, Pa. 19.15 15.78% $0.14 19.16% -2.84%

706 Strada Management Austin, Texas 15.62 14.70% $0.45 -18.07% 40.00%

707 Venn Wealth & Benefi t Services Altoona, Pa. 14.55 52.39% $0.18 42.98% 6.58%

708 Lewer Financial Advisors Overland Park, Kan. 12.76 169.20% $0.06 34.60% 100.00%

709 Saddle River Capital Management Saddle River, N.J. 12.40 24.99% $0.16 24.99% 0.00%

710 Lindy S. Diamond, Personal Financial Services San Marcos, Calif. 7.21 27.07% $1.03 8.92% 16.67%

711 Savant Capital Management † Rockford, Ill. 6,688.10 24.25% $1.28 14.68% 8.34%

712 Aurora Strategic Advisors Lumberton, N.C. 6.20 29.17% $0.04 -16.67% 55.00%

713 Vimcor Duncansville, Pa. 5.65 83.17% $0.06 119.80% -16.67%

714 Atherean Wealth Management Jersey City, N.J. 4.95 21.76% $0.25 21.76% 0.00%

715 Synergy Wealth Management Grand Rapids, Mich. 1.00 18.27% $0.19 6.77% 10.77%


2019 ASSETS ($MM)*


ASSETS PER CLIENT

($MM)**

% CHANGE IN NO.

OF CLIENTS


2019TOTAL ASSETS

RANK

25.37% $1.84 11.81% 12.12%

31.75% $0.64 9.56% 20.25%

25.00% $1.15 15.38% 8.33%

5.75% $0.76 5.75% 0.00%

36.83% $0.53 18.17% 15.79%

32.98% $0.62 23.08% 8.05%

25.00% $1.15 15.38% 8.33%

5.75% $0.76 5.75% 0.00%

36.83% $0.53 18.17% 15.79%

32.98% $0.62 23.08% 8.05%

40.72% $1.20 29.16% 8.96%

58.70 36.83% $0.53 18.17% 15.79%

58.26 32.98% $0.62 23.08% 8.05%

40.72% $1.20 29.16% 8.96%

26.19% $0.56 -0.38% 26.67%

9.72% $1.09 21.15% -9.43%

50.95 4.00% $0.33 16.74% -10.92%

Piedmont, Calif.

Ridgeland, Miss. Ridgeland, Miss.

Huntington, N.Y.

Denver, Colo.

Fort Washington, Pa.

Safe Harbor Asset Management Huntington, N.Y.

Private Client Wealth Advisors Denver, Colo.

Equita Financial Network Fort Washington, Pa.

Oak Street Advisors Myrtle Beach, S.C.

MTR Financial Services

Equita Financial Network

Oak Street Advisors

694 MTR Financial Services

695 Shriver Investments

696 Retirement Asset Managers

40.72% $1.20 29.16% 8.96%

26.19% $0.56 -0.38% 26.67%

9.72% $1.09 21.15% -9.43%

4.00% $0.33 16.74% -10.92%

6.55% $0.97 0.28% 6.25%

9.72% $1.09 21.15% -9.43%

4.00% $0.33 16.74% -10.92%

6.55% $0.97 0.28% 6.25%

32.31% $0.22 -0.77% 33.33%

95.67% $0.61 14.61% 70.73%

4.00% $0.33 16.74% -10.92%

6.55% $0.97 0.28% 6.25%

32.31% $0.22 -0.77% 33.33%

95.67% $0.61 14.61% 70.73%

-15.47% $0.36 -28.08% 17.53%

6.55% $0.97 0.28% 6.25%

32.31% $0.22 -0.77% 33.33%

42.41 95.67% $0.61 14.61% 70.73%

41.25 -15.47% $0.36 -28.08% 17.53%

21.21% $0.45 -10.47% 35.38%

35.25

34.00

Fort Washington, Pa.

Myrtle Beach, S.C. Myrtle Beach, S.C.

Kingwood, Texas

Parker, Colo.

King City, Ore.

Chatham, N.J.

Newtown, Pa.

King City, Ore.

Chatham, N.J.

Oregon City, Ore.

Abingdon, Md.

Retirement Asset Managers King City, Ore.

WJL Financial Advisors Chatham, N.J.

Smith Asset Management

Integrated Retirement Strategies

Chesapeake Capital Management Abingdon, Md.

Charlotte, N.C.

Smith Asset Management

Integrated Retirement Strategies

Chesapeake Capital Management

Freitag Financial Group

S E Thorn & Co. Prescott, Ariz.

Estate Planning Solutions



2020 ria ranking online · 417 mjp wealth advisors farmington, conn. 622.59 45.69% $1.00 31.70%...

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