Clients per advisor for Supported firms serving clients in Illinois

In Illinois, supported financial advisory firms—typically small teams or solo advisors with staff—serve a median of 60 clients per advisor, which is notably higher than the national median of 47. With 607 such firms in the state, this suggests that Illinois advisors often manage larger client loads, reflecting a tendency toward more scalable, process-driven practices. Clients working with these firms might expect efficient service models that balance personalized attention with broader client bases. This higher client count per advisor indicates a market where advisors leverage support staff to handle increased demand without sacrificing service quality.

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