Clients per advisor for Supported firms serving clients in Illinois

In Illinois, supported financial advisory firms tend to have a higher client load per advisor compared to the broader national pattern. With 643 firms operating in this category, the median number of clients per advisor is 62, exceeding the national median of 51. This suggests that Illinois advisors often manage larger client bases, which may indicate more structured and scalable service models. Clients seeking more personalized attention might find fewer options here, as firms appear to balance efficiency with client relationships. Understanding this dynamic can help consumers gauge the level of service and engagement to expect from supported firms in Illinois.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Wells Street Advisors, LLC	Very Low 1	0	2	2
M3Sixty Capital, LLC	Very Low 1	3	3	6
Grassland Capital, LLC	Very Low 1	1	1	3
Zacks Intelligence LLC	Very Low 1	1	1	7
Ziv Investment Company	Very Low 1	1	1	4
CRG Wealth, LLC	Very Low 2	4	2	2
NorthPointe Financial Advisors LLC	Very Low 3	5	2	2
Optimized Capital LLC	Very Low 3	5	2	2
Retirement Planners, Inc.	Very Low 3	3	1	5
Investment Consulting Services, LLC	Very Low 3	6	2	3
Investamily, LLC	Very Low 4	7	2	2
Rudwall Wealth Management LLC	Very Low 4	11	3	3
Cannata & Company, LLC	Very Low 4	8	2	4
Apis Financial Group, LLC	Very Low 4	8	2	2
Ardor Investment Management Consulting	Very Low 5	9	2	2
JT Asset Allocation LLC	Very Low 5	9	2	2
Oak Mountain Advisors	Very Low 5	10	2	2
Momentum Wealth Management	Very Low 5	16	3	3
Benari Capital, LLC	Very Low 6	11	2	2
Front Edge Capital Management, LLC	Very Low 6	12	2	3
Grantd Wealth, Inc.	Very Low 6	18	3	4
Apex Quantitative Group, LLC	Very Low 6	6	1	3
Stevard LLC	Very Low 7	14	2	2
Dakota Asset Management, LLC	Very Low 7	14	2	2
Coral Reef Advisors LLC	Very Low 8	15	2	3
Kai Wealth LLC	Very Low 8	23	3	6
Stabile Investment Management	Very Low 8	23	3	3
The Invictus Collective, LLC	Very Low 8	16	2	5
Laureate Wealth Management, LLC	Very Low 9	34	4	6
Kisher Capital, LLC	Very Low 9	27	3	3
Dillow Wealth Management LLC	Very Low 9	18	2	2
Bull & Bear Advisors LLC	Very Low 9	37	4	4
Asbury Research LLC	Very Low 10	19	2	2
Vogel Consulting, LLC	Very Low 10	19	2	5
Freund & Co Investment Advisors, L.C.	Very Low 10	19	2	3
Legacy Financial Group	Very Low 10	29	3	7
Simplified Wealth Management, LLC	Very Low 10	29	3	3
Aurelien Capital Partners	Very Low 10	29	3	4
Zephyr Capital LLC	Very Low 10	10	1	4
J. Lyons Fund Management, Inc.	Very Low 10	20	2	2
HIP Investor, Inc.	Very Low 10	31	3	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Joselit Asset Management	Very Low 11	22	2	2
SVRN Asset Management, LLC	Very Low 11	22	2	2
Lestna Retirement, LLC	Very Low 11	22	2	2
RightWise Wealth	Very Low 12	35	3	4
Springtide Partners	Very Low 12	24	2	6
Kuhn & Company Investment Counsel, LLC	Very Low 13	50	4	4
Wall Street Capital Advisors, LLC	Very Low 13	25	2	2
Geneva Financial Group LLC	Very Low 13	25	2	2
Gatens Financial, LLC	Very Low 13	26	2	2
Conifer Bay Capital LLC	Very Low 14	27	2	2
Eastgate Capital Advisors LLC	Very Low 14	55	4	5
Blackwatch Financial Group, LLC	Very Low 14	28	2	2
Impact Financial	Very Low 15	29	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
Longwall Family Office	Very Low 15	44	3	5
Vistamark Investments	Very Low 15	30	2	4
Peak Wealth Planning, LLC	Very Low 15	30	2	2
Clearview Wealth Solutions, LLC	Very Low 15	30	2	2
Wealth Strategies Counselors, Inc	Very Low 15	30	2	2
I2 I Analytics, LLC	Very Low 15	30	2	2
Sankota Capital LLC	Very Low 16	31	2	4
Millennial Wealth Advisors	Very Low 16	31	2	2
Western Pacific Wealth Management, LP	Very Low 16	32	2	3
Kenney Investments Inc	Very Low 17	33	2	2
Stapleton Asset Management, LLC	Very Low 17	33	2	3
Ahlbeck Financial	Very Low 17	33	2	2
Echelons Capital, LLC	Very Low 17	34	2	2
Bondurant Investment Advisory, LLC	Very Low 17	51	3	3
CB3 Financial Group, Inc.	Very Low 18	35	2	2
Vital Capital LLC	Very Low 18	71	4	5
Wealth Management Services,LLC	Very Low 18	36	2	2
Evolve Wealth Advisors LP	Very Low 18	55	3	3
RISE Investment Management, LLC	Very Low 19	37	2	2
Mulberry Capital Management LLC	Very Low 19	37	2	2
Eagle Point Capital LLC	Very Low 19	56	3	3
Park River Advisors	Very Low 19	38	2	2
Tree City Investments, Inc.	Very Low 19	38	2	2
SFC Financial LLC	Very Low 19	77	4	4
McKenna Capital, Inc.	Very Low 20	39	2	2
Signet Private Wealth, LLC	Very Low 20	78	4	4
Thomas Story and Son LLC	Very Low 20	39	2	2
Avocet Capital Management LLC	Very Low 20	40	2	2
Versatile Capital Management L.L.C.	Very Low 20	40	2	3
Firethorn Capital, LLC	Very Low 20	40	2	2
Sound Asset Management, Inc.	Very Low 21	41	2	2
Twombly Asset Management LLC	Very Low 21	41	2	3
Windrock Wealth Management	Very Low 21	83	4	5
Composure Wealth Management, LLC	Very Low 21	42	2	2
Bridgford Wealth Advisory, LLC	Very Low 21	42	2	2
Passage Global Capital Management, LLC	Low 21	64	3	4
SeedSafe Financial LLC	Low 22	86	4	7
Equilus Group Inc	Low 22	86	4	6
Williams Capital Management Company	Low 22	22	1	1
Mad River Investors	Low 22	89	4	6
Tilden Loucks & Woodnorth LLC	Low 23	45	2	4
Legend Private Wealth, LLC	Low 23	45	2	2
Buss Capital Management, LLC	Low 23	45	2	2
Lemme Investment Group, LLC	Low 23	45	2	2
Canterbury Investment Management, LLC	Low 23	45	2	2
Benjamin Securities, Inc.	Low 23	68	3	12
The Hendrickson Advisory Group, Inc.	Low 23	68	3	3
Moonstone Asset Management, Inc.	Low 23	68	3	3
Upstart Wealth Management, LLC	Low 23	91	4	4
Padden Financial Planning LLC	Low 23	46	2	2
K2 Wealth Management LLC	Low 23	70	3	4
Capital Management Group, Inc.	Low 24	47	2	2
K&H Wealth Partners	Low 24	71	3	3
Assured Advisory Group, LLC	Low 24	96	4	6
Wold Financial Group	Low 24	72	3	3
The Inspired Network Wealth Advisory	Low 24	48	2	2
Vestura, LLC	Low 24	72	3	4
Ascension Financial	Low 24	97	4	4
Highview Capital Management, LLC	Low 24	97	4	5
Illuminate Wealth Management	Low 24	73	3	6
Contour Financial	Low 25	74	3	3
Sullivan Mermel, Inc.	Low 25	50	2	2
Open Door Investment Advisors, Inc.	Low 25	50	2	2
South Bay Financial Partners	Low 25	50	2	5
Midway Capital Research & Management LLC	Low 26	51	2	2
Schear Investment Advisers, LLC	Low 26	77	3	3
QVG, LLC	Low 26	77	3	3
CIG Asset Management, Inc.	Low 26	78	3	8
Johnson Private Wealth Management, LLC	Low 26	52	2	2
Steward Advisors, LLC	Low 26	104	4	4
Cauble & Harre Wealth Management, Inc.	Low 26	104	4	4
Clement Street Capital LLC	Low 26	52	2	2
Gallatin Financial Advisors, LLC	Low 26	79	3	3
Thompson Capital Management, LLC	Low 27	80	3	3
Long Game Financial, LLC	Low 27	54	2	2
Hokin Investment Advisors Inc.	Low 27	81	3	3
The Kalish Group	Low 27	27	1	4
Journey Beyond Wealth	Low 27	109	4	6
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Boardwalk Financial Strategies LLC	Low 28	85	3	6
Redmont Wealth	Low 29	29	1	2
Virji Investments, Inc.	Low 29	58	2	4
103 Advisory Group	Low 30	89	3	3
Propel Financial Advisors, LLC	Low 30	120	4	4
BJO Wealth Management LLC	Low 30	60	2	2
Lenity Financial, Inc.	Low 30	60	2	2
Capital Management Consultants	Low 31	61	2	2
The Kieckhefer Group	Low 31	61	2	3
Jupiter Wealth Management, LLC	Low 31	92	3	4
Walleye Partners LLC	Low 31	93	3	5
J. Loyd Capital Management, LLC	Low 31	62	2	2
Envision Financial LLC	Low 31	125	4	5
Aventura Capital Management, LLC	Low 32	126	4	4
Truman Wealth Advisors	Low 32	96	3	3
The Change Advisory Group, LLC	Low 32	64	2	3
Von Holt Financial Advisors, Inc.	Low 32	64	2	2
Virtue Asset Management LLC	Low 32	97	3	3
Cantlon Financial Planning LLC	Low 33	99	3	3
Tenon Financial	Low 33	99	3	3
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Trinity Wealth Advisors LLC	Low 33	132	4	8
Integrity Wealth Management, LLC	Low 33	99	3	3
North South Capital, LLC	Low 33	133	4	8
Treetop Wealth Management, LLC	Low 33	100	3	3
Blankenship Financial Planning, Ltd.	Low 34	67	2	2
Alo Financial Planning	Low 34	67	2	2
Aberle Investment Management LLC	Low 34	67	2	3
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Toberman Becker Wealth, LLC	Low 34	102	3	3
Stonebrook Capital Management, Inc.	Low 35	104	3	3
Trader Wealth Management, LLC	Low 35	105	3	3
Pandora Wealth, Inc.	Low 35	105	3	7
Lyons Wealth Management	Low 35	106	3	4
Forest Asset Management LLC	Low 35	106	3	3
Guide Rock Capital Management, Inc.	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Rise Financial Partners	Low 36	143	4	4
Brady Family Wealth, LLC	Low 36	108	3	5
Cypress Asset Management, Inc.	Low 36	72	2	4
Slayton Lewis Inc	Low 36	72	2	5
Steward Advisors Group, LLC	Low 36	109	3	11
Monetary Management Group Inc	Low 37	146	4	6
Gerstemeier Financial Group,LLC	Low 37	73	2	2
FMI Financial, Ltd.	Low 37	73	2	2
Objective Capital Management, LLC	Low 37	110	3	4
Wisconsin Capital Management, LLC	Low 37	74	2	5
McLaughlin Asset Management, Inc.	Low 37	111	3	4
Northwest Criterion Asset Management, L.L.C.	Low 37	74	2	3
Paradigm Money Management, LLC	Low 38	150	4	4
Prism Planning Partners	Low 38	151	4	4
Fendz Asset Management, Inc.	Low 38	76	2	2
Trust Investment Advisors Wealth Management, LLC	Low 38	38	1	3
Datalign	Low 38	38	1	20
Black Barn Financial, LLC	Low 38	152	4	6
Kadisak Financial Services, Inc.	Low 39	77	2	3
MD Wealth Management, LLC	Low 39	77	2	2
One Wild Life Advisors LLC	Low 39	77	2	2
Black Elm Advisers, LLC	Low 39	116	3	3
Lakewood Asset Management, LLC	Low 39	155	4	5
Lind Capital Partners	Low 39	78	2	5
Value Investment Professionals, LLC	Low 39	156	4	4
Rude Wealth Advisory	Low 39	156	4	4
Schlindwein Associates LLC	Low 39	118	3	4
Pensinger Financial, Inc.	Low 40	79	2	2
Alspaugh Wealth Management	Low 40	79	2	2
Guardian Rock Wealth Investment Management, Inc.	Low 40	80	2	3
Seaport Research Partners LLC	Low 40	40	1	38
Greatdane Investment LLC	Low 40	80	2	2
Storehouse Wealth Management, LLC	Low 40	80	2	3
Hayes Wealth Advisors, LLC	Low 40	120	3	3
Servant Financial, Ltd.	Low 40	40	1	4
B & B Financial Planning Co., Inc.	Typical 40	121	3	3
BENCHMARK INVESTMENT ADVISORS LLC	Typical 41	122	3	6
F5 Financial Planning, L.L.C.	Typical 41	123	3	3
Laughlin Financial LLC	Typical 41	82	2	2
William Howard & Co. Financial Advisors, Inc.	Typical 42	167	4	10
Von Haefen Financial Management	Typical 42	84	2	2
Allstreet Wealth	Typical 43	128	3	4
Retirement Systems LLC	Typical 43	172	4	5
Patrick M. Sweeney & Associates, Inc.	Typical 43	86	2	2
Pavlic Investment Advisors, Inc.	Typical 43	86	2	2
Global Value Investment Corporation	Typical 44	174	4	11
Estate & Trust Advisors	Typical 44	175	4	6
Engage Wealth Group, LLC	Typical 44	88	2	2
Sound Wealth LLC	Typical 44	44	1	3
Dinergy	Typical 44	88	2	4
Klopp Investment Management LLC	Typical 45	89	2	2
Financial Design Studio, Inc.	Typical 45	134	3	4
Galaria Capital Management, LLC	Typical 45	134	3	3
Alamar Capital Management, LLC	Typical 45	90	2	3
Midwestern Financial Group	Typical 45	135	3	3
PurposePath Capital, LLC	Typical 45	135	3	5
Gen Y Planning	Typical 45	90	2	2
Macro Wealth Management, Inc.	Typical 45	181	4	4
RF&L Wealth Management, LLC	Typical 45	136	3	3
Opus Financial Solutions LLC	Typical 45	136	3	4
MPI Wealth Management LLC	Typical 45	136	3	4
Alpha Fiduciary	Typical 46	91	2	4
Gold Medal Waters, Inc.	Typical 46	138	3	5
Ridgeline Private Wealth	Typical 46	185	4	6
Barzideh & Nadeau Wealth Management LLC	Typical 47	93	2	3
Horizon Family Wealth, Inc.	Typical 47	93	2	2
Certitude Advisors, LLC	Typical 47	93	2	4
Three Sixty Wealth Management, LLC	Typical 47	186	4	6
Wakefield Asset Management, LLLP	Typical 47	188	4	11
Patrick Mauro Investment Advisor, Inc.	Typical 47	141	3	4
Winslow Financial LLC	Typical 47	189	4	4
Pathfinder Advisory, Inc.	Typical 47	142	3	5
Main Street Investment Advisors, LLC	Typical 47	142	3	3
Friedenthal Financial, LLC	Typical 48	190	4	4
Kenora Financial, LLC	Typical 48	190	4	7
Sherman Wealth Management LLC	Typical 48	143	3	5
Watershed Private Wealth	Typical 48	143	3	3
Grant Koehler & Levin Ltd.	Typical 48	191	4	4
Bayworth Capital	Typical 48	192	4	4
Pebble Valley Wealth Management	Typical 49	97	2	3
RWC for Life	Typical 49	97	2	2
KDM Wealth Management Inc.	Typical 50	149	3	6
Larimer Capital Corporation	Typical 51	101	2	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Cogent Strategic Wealth LLC	Typical 51	102	2	4
CJW Capital, LLC	Typical 51	153	3	4
American Trust Investment Services Advisory, Inc.	Typical 51	51	1	5
V2 Financial Group, LLC	Typical 51	205	4	5
Left Brain Wealth Management, LLC	Typical 52	206	4	7
Tower View Wealth Management LLC	Typical 52	206	4	6
Polaris Wealth Management, LLC	Typical 52	156	3	5
Toptier Wealth Management	Typical 53	105	2	2
Gunder Wealth Management, LLC	Typical 53	105	2	2
Shrier Wealth Management, LLC	Typical 53	158	3	5
Mendel Money Management Inc.	Typical 53	211	4	7
Joseph Wealth Management, LLC	Typical 53	106	2	3
Eagle Ridge Wealth Advisors	Typical 53	53	1	3
CBG & Company, Inc.	Typical 54	161	3	9
Optima Capital Management	Typical 54	215	4	4
Midwest Investment and Retirement Management, Inc.	Typical 54	108	2	2
Craftwork Capital LLC	Typical 54	163	3	3
Bannerman Wealth	Typical 54	163	3	5
HK Private Client, LLC	Typical 55	109	2	3
Costello Financial Planning, Inc.	Typical 55	109	2	2
Evansbrook Capital Management	Typical 55	110	2	2
Assetgrade, LLC	Typical 55	165	3	3
Wavvest Wealth	Typical 55	110	2	2
Detterbeck Wealth Management	Typical 55	165	3	6
Madden Funds Management	Typical 56	167	3	3
Harbour Financial Resources, Ltd	Typical 56	112	2	3
Herr Capital Management LLC	Typical 56	112	2	2
Konza Global Wealth Group	Typical 56	112	2	2
Zimmerman Wealth Management, LLC	Typical 56	225	4	7
Harding Wealth, Inc.	Typical 56	169	3	4
Infinium Investment Advisors, LLC	Typical 57	113	2	2
SS&H Financial Advisors, Inc.	Typical 57	113	2	2
Perritt Capital Management Inc	Typical 57	113	2	6
Wallace Hart Capital Management	Typical 57	227	4	5
GPS Financial Group, LLC	Typical 57	114	2	2
Mindful Wealth LLC	Typical 57	57	1	1
Womack Investment Advisers, Inc	Typical 57	171	3	3
Atis, Inc	Typical 57	229	4	4
New England Research & Management, Inc.	Typical 57	172	3	4
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
Tetley Investments, LLC	Typical 57	172	3	3
YFP Wealth	Typical 58	230	4	7
Bridgelight Capital LLC	Typical 58	173	3	4
Succession Financial, Inc	Typical 58	173	3	6
CMG Financial Consulting	Typical 58	116	2	4
Athena Advisor Services, LLC	Typical 58	174	3	3
IRON Financial LLC	Typical 58	232	4	10
Fortune Financial Group, Inc.	Typical 58	174	3	3
Mench Financial Inc	Typical 58	175	3	4
Mirretti Perryman Wealth Strategies, LLC	Typical 59	176	3	4
Delta Wealth Advisors LLC	Typical 59	176	3	5
SC Wealth Advisors	Typical 59	118	2	2
Sitrin Capital Management, LLC	Typical 59	236	4	6
Kinnamon & Associates Ltd II	Typical 59	118	2	7
Blue Bison Investments	Typical 59	177	3	3
Forsythe Wealth Management, Inc.	Typical 59	118	2	2
Arbor Financial Services, LLC	Typical 60	240	4	5
360 Ira	Typical 60	180	3	3
Shearwater Capital	Typical 60	180	3	4
Tassel Capital Management, Inc	Typical 60	240	4	5
Oceanside Advisors LLC	Typical 60	240	4	5
Oak Wealth Advisors LLC	Typical 61	182	3	7
Core Capital Management and Research Inc.	Typical 61	244	4	4
Baldwin Financial Advisors, LLC	Typical 62	247	4	4
Sterneck Capital Management LLC	Typical 62	249	4	5
CTS Financial Planning, Inc.	Typical 62	249	4	9
The Nestegg Group, Inc.	Typical 62	187	3	3
Opulentia, LLC	Typical 63	188	3	5
Antonelli Financial Advisors, LLC	Typical 63	189	3	4
The Planning Group	Typical 63	252	4	4
Portfolio Design Services, LLC	Typical 63	253	4	4
Guardian Wealth Advisors, LLC	Typical 64	254	4	7
Financial Service Group Inc	High 64	192	3	8
Agilis Investment Management LLC	High 65	194	3	4
Bonfire Financial, LLC	High 65	261	4	4
Silverberg Bernstein Capital Management	High 66	131	2	3
Titan Investment Management LLC	High 66	263	4	4
Darden Wealth Group	High 66	264	4	5
Financial Strategies, Inc.	High 66	199	3	6
Delta Wealth Solutions, LLC	High 67	133	2	2
Timpe & Timpe Financial Advisory Services, L.L.C.	High 67	133	2	2
Archway Wealth Management, LLC	High 67	200	3	4
Luken Investment Analytics, LLC	High 67	267	4	6
CPA Advisory Services, P.C.	High 67	134	2	2
Noble Wealth Partners	High 67	134	2	3
First Choice Financial Services LLC	High 67	269	4	4
Audible Wealth Management	High 67	269	4	5
Leibman Financial Servces, Inc.	High 68	270	4	4
The Sherry Group, Inc.	High 68	203	3	6
Quarry Hill Advisors	High 68	203	3	5
Skrobonja Wealth Management, LLC	High 68	204	3	7
994 Group	High 68	204	3	3
RossJohnson & Associates, LLC	High 68	272	4	4
Jordan Financial Life Planning	High 68	204	3	3
Mindset Wealth Management, LLC	High 69	274	4	4
First Wilshire Securities Management, Inc.	High 69	275	4	9
Bison Financial Group, LLC	High 69	275	4	4
Lang & Becker, Inc.	High 69	138	2	2
Shinneman Wealth Group	High 70	139	2	2
Parkview Asset Management, Inc.	High 70	140	2	4
Wall Investment Group, Inc.	High 70	140	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
Wisdom Investments	High 71	141	2	2
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Unique Wealth Strategies	High 71	285	4	10
Daniel Investment Group Inc.	High 71	214	3	3
Investable Wealth, LLC	High 72	143	2	2
McDonnell Capital Management	High 72	143	2	3
Prairieview Wealth & Tax Advisors	High 72	288	4	9
Chicago Wealth Management, Inc.	High 72	288	4	6
Intrinsic Wealth Counsel, Inc.	High 72	216	3	7
Clearwealth	High 73	145	2	2
Rooted Planning Group	High 73	218	3	7
Leach, Bickmore & Weiss Wealth Management, LLC	High 73	291	4	6
Pecaut Wealth Management	High 73	219	3	6
Stone Island Financial Planning	High 74	147	2	4
HOLDER Wealth Management	High 74	295	4	4
Plan2Thrive Financial	High 74	222	3	4
ZHP Capital LLC	High 74	74	1	3
Briggs Financial Inc.	High 74	148	2	2
Arlington Wealth Management	High 75	224	3	5
Keating Investment Counselors Inc	High 75	150	2	3
GA Pincus Funds, LLC	High 75	150	2	2
Milestone Wealth	High 75	226	3	5
Sikorski Wealth Management, LLC	High 76	227	3	3
Dynamic Wealth Advisors	High 76	304	4	4
Twinleaf Financial Advisors	High 76	76	1	3
Modern Dollar Planning, LLC	High 77	153	2	2
Lakeshore Capital Group, Inc.	High 77	230	3	3
Griffin Financial Advisors, LLC	High 78	155	2	2
Whealthy Empowerment Network	High 78	156	2	3
Second 50 Financial	High 78	156	2	5
IQVestment, LLC	High 78	235	3	5
Higgins & Schmidt Wealth Strategies LLC	High 78	235	3	6
Blue Marble Investments	High 78	235	3	3
Pivotal Wealth and Tax	High 79	314	4	4
Aquilant Advisors	High 79	314	4	5
Prudent Financial Planning	High 79	79	1	3
Inman Jager Wealth Management, LLC	High 80	239	3	5
Shayne & Jacobs, LLC	High 80	160	2	5
Alliance Investment Management, LLC	High 80	160	2	6
Kotys Wealth Professionals	High 80	321	4	8
Nova R Wealth, Inc.	High 81	323	4	8
Investable	High 81	81	1	4
Liberty Asset Management, Inc.	High 81	243	3	3
Summit Investment Management, Ltd.	High 81	162	2	5
Barrett Wealth Connection LLC	High 82	163	2	2
Hamilton Capital Partners, LLC	High 82	163	2	5
Wealthspan Investment Management, LLC	High 82	326	4	5
Lincolnbridge Financial Planning, LLC	High 82	246	3	3
GEN Financial Management Inc.	High 82	246	3	3
Golden Road Advisors LLC	High 83	248	3	4
Benchmark Capital Group Ltd.	High 83	166	2	3
Sonoma Private Wealth LLC	High 83	83	1	6
Merino Wealth Management	High 83	83	1	3
Passive Management LLC	High 83	166	2	2
Krane Financial Solutions	High 84	167	2	4
Midwest Heritage Financial Advisors	High 84	334	4	6
Odyssey Capital Advisors Inc.	High 84	252	3	5
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Angell Capital Management, LLC	High 85	169	2	2
Brentview investment Management, LLC	High 85	169	2	6
Cambridge Capital Management, LLC	High 85	339	4	5
Scottsdale Wealth Advisory LLC	High 87	173	2	4
Genesis Wealth Management	High 87	347	4	4
Stash Wealth, LLC	High 87	174	2	3
Boulder Wealth Advisors, LLC	High 87	174	2	4
Copperwood Financial	High 87	262	3	3
Prosperifi LLC	High 88	88	1	4
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
Tortuga Wealth Management	High 89	354	4	4
Roth Financial Partners LLC	High 89	267	3	4
Milborn Advisors, ltd	High 89	178	2	2
Northstar Financial Planners, Inc.	High 90	358	4	8
Quantum Private Wealth, LLC	High 90	90	1	6
Beadell A D Investment Counsel Inc	High 90	90	1	2
ATLAS Lifestyle Planning Group LLC	High 90	180	2	2
TJT Capital Group, LLC	High 91	181	2	4
Charter Capital Management, Inc	High 91	362	4	5
A to Z Financial Planning LLC	High 91	181	2	2
John F Suby Wealth Management LLC	High 92	183	2	3
Archetype Advisors, LLC	High 92	275	3	4
Kuhn Wealth Management Inc.	High 92	276	3	3
Savant Investment Advisers, Inc.	High 92	277	3	3
An Exceptional Life Financial, LLC	High 93	370	4	4
Game Plan Financial Advisors, LLC	High 93	185	2	5
Graver Capital Management, LLC	High 93	186	2	4
Manzil Investment Advisors, LLC	High 93	93	1	4
Lexus Wealth Management	High 93	279	3	3
Prairie Rivers Investments, LLC	High 93	280	3	5
Elm3 Financial Group, LLC	High 94	282	3	5
Parvin Asset Management, LLC	High 94	94	1	6
Waterstone Financial Advisory LLC	High 95	285	3	5
Kokua Capital Management	High 95	95	1	2
Hippocratic Financial Advisors	High 96	382	4	29
Gasaway Investment Advisors, Inc.	High 96	384	4	13
stonebridge wealth management llc	High 96	288	3	4
VCP Financial LLC	High 96	385	4	5
Schwallier Wealth Management	High 97	290	3	3
Quantum Capital Investments, Inc.	High 98	195	2	2
RW Baker Wealth Management Group LLC	High 98	196	2	2
Alan B. Lancz & Associates, Inc.	High 99	99	1	4
Cushing Capital Partners, LLC	High 100	199	2	2
Guardian Investment Management, LLC	High 100	100	1	5
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Willamette Financial Advisors, LLC	High 101	201	2	3
Cornerstone Financial Planning, Inc.	High 101	101	1	3
SFI Advisors, LLC	High 101	304	3	12
ORBA Wealth Advisors, LLC	High 102	102	1	16
Cambridge Financial Group, Inc.	High 102	306	3	6
Logan Park Wealth Management	High 102	408	4	6
Blue Haven Capital, LLC	High 103	205	2	2
FamilyWealth Asset Management	High 103	413	4	4
DiBenedetto & Associates Ltd	High 105	314	3	3
North Shore Capital Group Investment Advisors, Inc	Very High 105	316	3	3
Graetz Wealth	Very High 105	316	3	3
Strategic Wealth Partners LLC	Very High 106	212	2	4
Physician Wealth Solutions	Very High 107	107	1	1
Fifr	Very High 107	214	2	2
Trueblood Wealth Management, LLC	Very High 108	323	3	3
Advanced Planning Advisors Group Inc.	Very High 109	217	2	2
Tower Wealth Advisors, Inc.	Very High 109	218	2	2
Daus Financial Group, LLC	Very High 109	327	3	8
Midwest Financial Network, LLC	Very High 109	218	2	2
T. Anton Investment House, Inc.	Very High 109	328	3	6
Actify Investor Retirements, LLC	Very High 110	220	2	2
Meredith Wealth Planning	Very High 111	221	2	2
PMG Wealth Management	Very High 111	443	4	4
Turner Capital Investments, LLC	Very High 111	333	3	4
BCD Advisors	Very High 112	448	4	4
American Community Wealth Management, LLC	Very High 112	449	4	5
Your Private Client Group, Inc.	Very High 113	225	2	2
Envision Capital Management Inc	Very High 113	226	2	2
Principium Investments LLC	Very High 114	227	2	3
Capital Wealth Alliance, LLC	Very High 116	348	3	5
Premier Southwest Planning Group, LLC	Very High 118	353	3	6
O'Connor Financial Group LLC	Very High 118	355	3	6
Howard Wealth Management, LLC	Very High 119	237	2	2
Pacesetter Financial Group, L.L.C.	Very High 120	359	3	10
Northstar Advisory Group, LLC	Very High 120	361	3	9
Oliver Wealth Management	Very High 121	484	4	6
Wealth Management Advisors, inc.	Very High 121	242	2	3
Florin Pensions LLC	Very High 121	485	4	5
Private Client Asset Management, Inc.	Very High 122	244	2	2
Legacy Financial Advisors Corporation	Very High 123	245	2	6
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Embark Wealth Management, LLC	Very High 123	369	3	3
Bridgeway Wealth Management, LLC	Very High 124	248	2	2
Granite Financial Group	Very High 125	250	2	2
Physician Family Financial Advisors Inc	Very High 125	376	3	4
Mosaic FI LLC	Very High 127	253	2	5
Casey Wealth Management, Inc.	Very High 127	253	2	2
Goldman Lancaster, Inc.	Very High 127	380	3	5
Leslie Global Wealth, LLC	Very High 127	380	3	6
Kapstone Financial Advisors LLC	Very High 127	508	4	5
Pacific Sun Financial Corp	Very High 127	382	3	4
Pierson Wealth Management	Very High 128	255	2	3
M1 Capital Management LLC	Very High 128	383	3	12
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
Applied Capital	Very High 132	264	2	2
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Wisely Advised	Very High 133	266	2	2
Lauer Wealth Management	Very High 133	399	3	5
CFG Retirement	Very High 135	541	4	7
Westmark Wealth Management	Very High 136	543	4	4
MRM Group	Very High 136	136	1	3
Prophet Wealth Management	Very High 137	274	2	5
Perkins Capital Management Inc	Very High 137	137	1	9
SecurEstate	Very High 139	278	2	3
C2G Capital Management LLC	Very High 140	140	1	3
Lebens Advisory Group LLC	Very High 140	140	1	3
Wall Street Financial Group, Inc.	Very High 142	425	3	3
True Blue Financial, LLC	Very High 143	570	4	4
Mariaca Wealth Management, LLC	Very High 143	285	2	6
Midwest Financial Associates, Inc.	Very High 143	286	2	4
DFG Wealth Management, LLC	Very High 143	143	1	3
R2 Wealth Management Partners	Very High 143	430	3	3
Wealth Accumulation & Preservation, Inc.	Very High 145	289	2	2
CSH Investment Management	Very High 145	290	2	2
Wilkerson Advisory Group LLC	Very High 146	582	4	10
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
Vital Wealth Management, LLC	Very High 148	296	2	2
Clark Wealth Partners, LLC	Very High 148	444	3	6
Masus Financial Group, Ltd.	Very High 148	296	2	4
Innovative Wealth Management, LLC	Very High 149	298	2	2
P/E Capital Investments	Very High 150	150	1	3
Metanoia Financial, LLC	Very High 151	151	1	3
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Baron Financial Group LLC	Very High 153	306	2	9
Langdon Financial Management, Inc.	Very High 154	307	2	2
First Nebraska Financial Services	Very High 154	463	3	7
Gineris Wealth Management	Very High 156	312	2	2
Brook Capital	Very High 157	626	4	5
Luedtke & Associates	Very High 157	470	3	5
Orion Investment Co	Very High 157	627	4	6
MarketRiders	Very High 159	477	3	6
Stephen Smith Financial Inc.	Very High 160	160	1	4
Phase III Advisory Services, LTD	Very High 161	483	3	3
Snowball Wealth Management	Very High 162	162	1	4
ARK Advisors LLC	Very High 163	325	2	2
Lakeshore Financial Planning Inc.	Very High 164	491	3	5
Shaker Financial Services	Very High 165	329	2	6
Financial Strategies Group	Very High 165	659	4	10
M.Z. Kark & Associates, Inc.	Very High 165	165	1	4
Ridge Capital Management, LLC	Very High 168	335	2	6
Spyglass Investment Management	Very High 170	511	3	3
Hall Capital Management Company, Inc.	Very High 173	519	3	9
Stride Investments, LLC	Very High 175	524	3	8
Fusion Capital, LLC	Very High 175	700	4	6
Bard Associates Inc	Very High 180	180	1	10
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Alliance Wealth Advisors	Very High 183	366	2	3
Rosecliff Capital Advisory LLC	Very High 185	185	1	4
Kessler Investment Group, LLC	Very High 186	558	3	8
Bountiful Investment Management LLC	Very High 187	560	3	3
Duncan Financial Management, Inc.	Very High 188	375	2	2
Greystone Financial Group, LLC	Very High 189	566	3	8
Modern Capital Concepts	Very High 189	189	1	3
Ellija Capital Management, LLC	Very High 191	381	2	2
Powers Advisory Group, LLC	Very High 192	575	3	6
Spyrnal Financial Group	Very High 194	387	2	4
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Leicht Financial Planning and Wealth Management	Very High 194	194	1	5
Lester Financial Group, LLC	Very High 196	784	4	5
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Axiom Investment Management LLC	Very High 201	201	1	10
RLB Financial	Very High 202	607	3	4
Solomon API LLC	Very High 204	613	3	3
Cornerstone Alternatives	Very High 205	410	2	6
Borabond, LLC	Very High 207	207	1	3
Vision Wealth Management, Inc.	Very High 208	416	2	2
Reap in Wealth Management, LLC	Very High 209	627	3	3
Pacific Park Financial, Inc.	Very High 209	209	1	2
Significant Wealth Partners LLC	Very High 211	845	4	8
Holistic Financial Partners, LLC	Very High 216	862	4	6
TFP Management, LLC	Very High 220	660	3	4
Camelot Portfolios, LLC	Very High 221	662	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
MWM Advisory Group, LLC	Very High 225	225	1	3
Peachtree Wealth Advisors, Inc	Very High 227	453	2	3
Maxele Advisors, LLC	Very High 234	234	1	3
Challenger Wealth Management	Very High 238	238	1	3
Maynerich Financial	Very High 239	478	2	6
Baring Financial LLC	Very High 242	483	2	3
Wabash Capital, Inc.	Very High 244	488	2	3
Latko Wealth Management, Ltd.	Very High 250	499	2	7
NBW Capital LLC	Very High 252	0	1	3
Provider Financial, Inc.	Very High 253	505	2	3
WFA of San Diego	Very High 260	260	1	5
Wall Capital Group, Inc.	Very High 265	794	3	5
Campbell Capital Management Inc	Very High 265	265	1	3
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Claremont Financial Group,Inc.	Very High 275	275	1	4
GTG Wealth Management, LLC	Very High 282	564	2	2
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
SavvyFi	Very High 307	307	1	15
Spreng Capital Management, Inc.	Very High 309	927	3	4
Capasso Planning Partners LLC	Very High 315	629	2	9
Regents Partners, LLC	Very High 322	322	1	3
RPC Private Wealth, LLC	Very High 326	326	1	1
San Blas Advisory, Inc.	Very High 332	664	2	13
Webb Financial Group	Very High 337	673	2	8
Retirement Income Strategies, LLC	Very High 339	339	1	4
GreenPortfolio Inc.	Very High 346	346	1	6
Gunderson Capital Management	Very High 347	694	2	4
R2 Wealth Management Partners	Very High 369	737	2	8
The Worley Banks Group, LLC	Very High 375	749	2	3
Sapphire Blue Investment Partners	Very High 376	376	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
Kramer Investment Services, LLC	Very High 396	396	1	3
Polaris Financial, LLC	Very High 426	852	2	2
MFP Financial Services, LLC	Very High 428	1,284	3	5
Encore Wealth Advisors	Very High 437	437	1	4
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
Renaud & Company, LLC	Very High 477	953	2	5
Arta Finance	Very High 522	1,043	2	68
Jackson Financial Services, LLC	Very High 551	551	1	3
Preston Investments	Very High 842	2,526	3	4
Plan Confidence Corporation	Very High 859	859	1	3

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