Clients per advisor for Supported firms serving clients in Massachusetts

In Massachusetts, supported financial advisory firms tend to serve a slightly higher number of clients per advisor compared to the broader market, with a median of 62 clients versus the national median of 47. This suggests that advisors in the state often manage larger client loads, which may indicate more structured, process-driven practices designed to efficiently serve a broader client base. With 561 supported firms operating in Massachusetts, the market reflects a mature advisory environment where firms balance scalability with personalized service. Clients seeking advisors here should consider whether they prefer the efficiency of higher client loads or the intimacy of more relationship-focused approaches.

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
Atlas Capital Investment LLC	Very Low 1	1	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
EMA SMA LLC	Very Low 1	2	2	2
Simpson Investment Counsel	Very Low 2	3	2	2
Epogee Capital Management, LLC	Very Low 2	3	2	2
Linnard Financial Management & Planning, Inc.	Very Low 3	5	2	2
NorthPointe Financial Advisors LLC	Very Low 3	5	2	2
CIP Capital Management, LLC	Very Low 3	8	3	4
Lebed Asset Management LLC	Very Low 4	8	2	2
CFS Financial, LLC	Very Low 4	8	2	3
Castle Asset Management, LLC	Very Low 5	9	2	3
BLDR Wealth LLC	Very Low 5	15	3	3
Kaizerman & Associates, LLC	Very Low 5	15	3	3
Monadnock Capital Partners, LLC	Very Low 5	21	4	4
Boston Harbor Investment Management	Very Low 6	23	4	4
Fleetstar Financial	Very Low 6	6	1	5
Nubian Square Investment Advisors, LLC	Very Low 7	26	4	5
Gasima Financial LLC	Very Low 7	13	2	2
Obran Capital Advisors LLC	Very Low 7	28	4	4
Optimus Wealth Management Group, Inc.	Very Low 8	15	2	2
FG&G Financial Services, LLC	Very Low 8	15	2	2
Insight Financial Strategists	Very Low 8	23	3	3
The Family Financial Group	Very Low 8	16	2	2
Catey, Inc.	Very Low 8	16	2	2
Collaborative Capital Advisors LLC	Very Low 9	17	2	5
Sycamore Financial Planning, LLC	Very Low 9	26	3	5
O.F.O. Partners, LLC	Very Low 10	10	1	3
Wealthmind Financial Planning	Very Low 10	10	1	4
Beal Consulting, Inc.	Very Low 10	20	2	2
HIP Investor, Inc.	Very Low 10	31	3	4
Battle Green Advisors	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Pendragon Capital Management, Inc.	Very Low 11	43	4	4
Bruderman Private wealth	Very Low 11	33	3	5
Cambridge Trustee Advisors Inc	Very Low 11	33	3	3
Rhotopia Financial Advisors	Very Low 11	11	1	10
Contrast Capital Management, LLC	Very Low 12	23	2	5
Global Key Advisors	Very Low 12	47	4	6
Seven Mile Advisory LLC	Very Low 12	36	3	4
Patriot Mullare Associates, Inc	Very Low 13	25	2	2
Malatai Capital LLC	Very Low 13	38	3	3
Innovation Partners LLC	Very Low 13	26	2	305
MDS Wealth Advisors, LLC	Very Low 13	26	2	3
TAVCO Financial Advisory, Inc	Very Low 13	53	4	4
Zor Capital, LLC	Very Low 13	40	3	3
Levenson Wealth LLC	Very Low 14	27	2	2
First Light Investment Advisors	Very Low 14	41	3	3
Impact Financial	Very Low 15	29	2	2
Exemplar Wealth Partners LLC	Very Low 15	29	2	2
Olivar & Greb Capital Management, LLC	Very Low 15	29	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
Mighty Oak Management LLC	Very Low 15	45	3	3
Levatus LLC	Very Low 15	46	3	4
Windham Financial Services, Inc.	Very Low 16	31	2	2
Dattilio & Ash Capital Management, LLC	Very Low 16	31	2	2
Single Track Financial, Inc.	Very Low 16	32	2	2
Arcvest, LLC	Very Low 17	33	2	2
Whitman Financial Services, LLC	Very Low 17	33	2	2
Park State Asset Management LLC	Very Low 17	50	3	6
Apricity Financial, LLC	Very Low 17	67	4	6
East Horizon Investments	Very Low 18	35	2	2
Sterling Oak Advisors	Very Low 18	36	2	2
Generous Wealth Management	Very Low 18	72	4	6
Ithaka Financial Planning, LLC	Very Low 18	55	3	3
Penbrook Management LLC	Very Low 19	74	4	4
Osprey Private Wealth LLC	Very Low 19	56	3	6
TrueFocus Financial Partners	Very Low 19	38	2	2
Steward Inc.	Very Low 19	38	2	4
Wakely Investment Management	Very Low 19	57	3	3
VectorWealth	Very Low 20	78	4	6
Theory Planning Partners	Very Low 20	59	3	4
Diamant Asset Management, Inc.	Very Low 20	59	3	3
Powerhouse Assets LLC	Very Low 20	60	3	3
Leeb Capital Management, Inc.	Very Low 20	60	3	7
Smarter Bear Financial Advisory	Very Low 21	41	2	2
Bounty Management Corp	Very Low 21	41	2	3
Axiom Private Wealth, LLC	Very Low 21	41	2	2
Hanover Strategic Management, LLC	Low 22	43	2	3
Optimal Wealth	Low 22	43	2	3
TQM Wealth Partners	Low 22	65	3	4
Davis Wealth Advisors	Low 22	87	4	6
Downey Capital Management, Inc.	Low 22	22	1	3
Mad River Investors	Low 22	89	4	6
Kastel Capital Advisors, LLC	Low 22	67	3	3
Upstart Wealth Management, LLC	Low 23	91	4	4
Northstar Capital Inc	Low 23	46	2	3
Inside Edge Capital Management, LLC	Low 23	46	2	2
Dorfman Value Investments LLC	Low 23	46	2	2
Lane Generational LLC	Low 24	47	2	2
Evolutionary Tree Capital Management, LLC	Low 24	47	2	5
The Sher Wealth Management Group	Low 24	47	2	2
Concordia Wealth Management, LLC	Low 24	47	2	4
Compass Planning Associates, Inc.	Low 24	72	3	3
Drum Hill Capital, LLC	Low 24	72	3	3
Vista Way Advisors	Low 25	50	2	3
Cornerstone Financial Management LLC	Low 25	101	4	7
Assabet Advisors, LLC	Low 26	77	3	3
Cornerstone Investment Services	Low 26	78	3	3
Sechrest Financial Services	Low 27	53	2	4
Advanced Portfolio Design, LLC	Low 27	80	3	3
Sankala Group LLC	Low 27	107	4	4
Launch Financial Planning	Low 27	54	2	2
Long Game Financial, LLC	Low 27	54	2	2
Gilbert Investment Management	Low 27	54	2	2
Osbon Capital Management, LLC	Low 28	55	2	3
Clemensen Capital Company LLC	Low 28	112	4	4
Revolution Capital, Inc	Low 28	56	2	2
Davinci Capital Management, Inc.	Low 28	85	3	4
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Circa Capital, LLC	Low 30	59	2	2
Marathon Financial Group	Low 30	118	4	6
Repex Investment Management Co., Inc.	Low 30	59	2	2
Impact Advisors Group	Low 30	90	3	3
Catalyst Investment Management LLC	Low 30	60	2	4
Sequentis Capital LLC	Low 30	90	3	4
Goldfinch Financial, Inc.	Low 30	30	1	3
Meridian Financial Services, Inc.	Low 30	60	2	5
ProsperiTea Planning	Low 30	121	4	4
LTG Capital LLC	Low 30	91	3	5
Rockingstone Advisors	Low 31	61	2	3
Moore Financial Advisors, LTD.	Low 31	92	3	4
Ceres Financial Group, Inc.	Low 31	62	2	2
KCS Advisors, LLC	Low 31	62	2	2
Signal Ridge Capital Partners, LLC	Low 31	94	3	4
Oppenheimer + Close, LLC	Low 32	126	4	5
Aventura Capital Management, LLC	Low 32	126	4	4
South Shore Capital Advisors, LLC	Low 32	96	3	3
Kendall Wealth LLC	Low 32	32	1	3
Portland Investment Advisors, LLC.	Low 32	64	2	2
Bennett Selby Investments, L.P.	Low 32	96	3	3
Plan First Wealth LLC	Low 32	96	3	3
Drumond Wealth Management	Low 32	129	4	4
Experience Your Wealth, LLC	Low 33	65	2	3
Sustain Financial Inc.	Low 33	66	2	2
The Practical Planner	Low 33	66	2	2
Mittelman Wealth Management	Low 33	33	1	1
Taurus Financial	Low 33	66	2	2
Tenon Financial	Low 33	99	3	3
Taconic Advisors	Low 33	133	4	6
Laflam and Haggerty Investment Advisers Corp.	Low 34	67	2	2
Safir Wealth Advisors, LLC	Low 34	67	2	2
World Market Advisors	Low 34	67	2	3
Zenith Investment Management, LLC	Low 34	101	3	6
Financial Decisions, LLC	Low 34	136	4	8
Nutfield Financial	Low 34	68	2	2
Greenport Capital Advisors	Low 34	68	2	2
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Low 35	69	2	5
Washington Growth Strategies LLC	Low 35	35	1	1
NorthStar Portfolio Investments, LLC	Low 35	70	2	2
Paramount Financial	Low 35	106	3	4
Evergreen Wealth Advisors	Low 36	142	4	18
Brock Hill Wealth Management	Low 36	71	2	2
Sound View Financial Advisors	Low 36	107	3	4
Wise Stewardship Financial Planning, LLC	Low 36	36	1	3
WH Cornerstone Investments Inc.	Low 36	145	4	6
Copper Beech Wealth Management	Low 37	73	2	2
Wellspring Financial, LLC	Low 37	112	3	3
Sage Stone Wealth Management LLC	Low 37	112	3	4
Bluebird Wealth Management LLC	Low 37	112	3	3
Alexander Beard (USA) Inc.	Low 38	75	2	3
Catum Advisory Group, LLC	Low 38	75	2	4
MHP Asset Management	Low 38	76	2	2
Datalign	Low 38	38	1	20
Silver Lake Advisory Partners, LLC	Low 38	152	4	4
Greenway Financial Advisors LLC	Low 39	77	2	2
Pine Capital	Low 39	77	2	2
Kaleel Investment Advisors, LLC	Low 39	78	2	2
Steele Street Capital LLC	Low 40	79	2	3
JMH Wealth Management, LLC	Low 40	79	2	3
Sheeley & Partners Wealth Management, LLC	Low 40	79	2	3
Emg	Low 40	80	2	4
Darrow Wealth Management	Typical 41	122	3	5
Lyon Capital Management, LLC	Typical 41	82	2	3
WestView Investment Advisors	Typical 41	165	4	5
Bortolussi Wealth Management, Inc.	Typical 42	125	3	3
Pine Haven Investment Counsel, Inc.	Typical 42	84	2	3
Seascape Capital Management, LLC	Typical 42	169	4	6
Ridgewood Investments	Typical 43	170	4	7
Blue Spark Capital Advisors	Typical 43	85	2	4
Allstreet Wealth	Typical 43	128	3	4
Hager Investment Management Services, LLC	Typical 43	171	4	4
Traub Capital Management	Typical 43	129	3	4
Retirement Systems LLC	Typical 43	172	4	5
Holmes Investment Management, Inc.	Typical 43	129	3	3
Wiser Advisor Group	Typical 43	130	3	3
Chesapeake Asset Management LLC	Typical 43	130	3	5
Financially in Tune	Typical 44	175	4	4
Compass Investments LLC	Typical 44	176	4	5
Upper Left Wealth Management, LLC	Typical 44	88	2	2
Twin Gryphon Advisors LLC	Typical 44	44	1	4
Bright Advisors	Typical 45	178	4	4
Blue Chip Financial Advisors, LLP	Typical 45	178	4	5
ADC Wealth Management, LLC	Typical 45	90	2	2
BlueDoor Private Wealth, LLC	Typical 45	135	3	6
Delphinus Financial Advisors, LLC	Typical 45	90	2	2
Gen Y Planning	Typical 45	90	2	2
Strategic Wealth Management LLC	Typical 45	181	4	4
RF&L Wealth Management, LLC	Typical 45	136	3	3
Sturman Wealth Advisors	Typical 46	91	2	2
Shrier Associates, LLC	Typical 46	138	3	3
Signet Investment Advisory Group, Inc.	Typical 46	185	4	9
Diversified Financial Management	Typical 46	139	3	5
Ledgewood Wealth Advisors, LLC	Typical 47	93	2	2
Finarc Investments, Inc.	Typical 47	93	2	4
Renaissance Wealth Advisors, LLC	Typical 47	93	2	2
RPM Capital Management, LLC	Typical 47	140	3	3
Oberon Asset Management, LLC	Typical 47	47	1	4
Marin Wealth Advisors LLC	Typical 47	94	2	3
InTrack Investment Management, Inc.	Typical 47	189	4	4
Meadowbrook Advisors	Typical 47	142	3	4
Community Financial Group, Inc.	Typical 48	95	2	4
MOR Wealth Management, LLC	Typical 48	143	3	8
Harbor Advisory Corporation	Typical 48	144	3	3
Congress Park Capital LLC	Typical 48	145	3	4
Alternative Capitalis, LLC	Typical 49	97	2	2
Hanley & Associates LLC	Typical 49	97	2	2
Heritage Capital, LLC	Typical 49	146	3	3
Nia Impact Capital	Typical 49	147	3	9
Atwater Wealth Management, Inc.	Typical 49	98	2	3
Williams Advisory Services, LLC	Typical 49	49	1	3
BlueLine Advisors	Typical 49	148	3	3
Harbor Asset Planning, Inc.	Typical 50	99	2	3
Boyd Financial Strategies, Inc.	Typical 50	149	3	3
Financial Trust Asset Management Chartered	Typical 50	200	4	5
Thurston Hall Investment Research, LLC	Typical 50	100	2	2
Cox Capital Management LLC	Typical 50	201	4	4
Wernau Asset Management	Typical 51	101	2	2
Walsky Investment Management Inc	Typical 51	101	2	2
Haviland & Sams, LLC	Typical 51	101	2	3
Larimer Capital Corporation	Typical 51	101	2	4
Crystal Capital Management Corporation	Typical 51	101	2	2
Otto & Associates, Inc.	Typical 51	152	3	6
Conscious Capital	Typical 51	152	3	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Winter & Associates, Inc.	Typical 51	203	4	5
CCM Investment Management, LLC	Typical 52	103	2	2
Barrett Capital Partners	Typical 52	104	2	2
Valor Wealth Partners	Typical 52	156	3	4
US Advisory Group	Typical 53	105	2	4
Balanced Rock Investment Advisors	Typical 53	210	4	5
Charter Research & Investment Group Inc	Typical 53	158	3	3
Shrier Wealth Management, LLC	Typical 53	158	3	5
Mendel Money Management Inc.	Typical 53	211	4	7
Dorothy J. Cole	Typical 53	53	1	5
Birks Financial Corp.	Typical 53	159	3	3
Spurstone	Typical 53	159	3	5
Proactive Financial Solutions 360, LLC	Typical 53	53	1	7
AFG Fiduciary Services	Typical 53	159	3	3
CBG & Company, Inc.	Typical 54	161	3	9
Truesdell Wealth, Inc.	Typical 54	54	1	4
Essex Private Wealth Management LLC	Typical 54	216	4	6
Podell Financial Group LLC	Typical 54	216	4	6
Kevin M. Gibney and Company, LLC	Typical 54	108	2	2
Bannerman Wealth	Typical 54	163	3	5
American Wealth Advisors, LLC	Typical 55	109	2	3
Reik & Co., LLC	Typical 55	55	1	5
Assetgrade, LLC	Typical 55	165	3	3
Ashwood Advisors	Typical 55	110	2	3
Cross Border Financial Planning USA LLC	Typical 55	165	3	3
Woodside Wealth Management	Typical 55	110	2	4
Ayrshire Capital Management LLC	Typical 56	111	2	2
Arlen Capital, LLC	Typical 56	222	4	6
Silver Pine Capital, LLC	Typical 56	169	3	3
Heydorn Stone Capital Management LLC	Typical 57	113	2	3
Apex Wealth Management, LLC	Typical 57	114	2	2
Emissary Wealth	Typical 57	229	4	6
New England Research & Management, Inc.	Typical 57	172	3	4
YFP Wealth	Typical 58	230	4	7
Lighthouse Financial, LLC	Typical 58	116	2	3
Outfitter Financial	Typical 58	58	1	4
Mench Financial Inc	Typical 58	175	3	4
McCarter Private Wealth Services LLC	Typical 59	117	2	6
Gallugi Wealth Management, LLC	Typical 59	117	2	2
Jeffrey N. Mehler, CFP LLC	Typical 59	177	3	9
McCurdy & Andrew Investments, LLC	Typical 59	118	2	2
Fairscale Capital, LLC	Typical 59	177	3	3
Righthand Capital, LLC	Typical 59	118	2	3
Sitrin Capital Management, LLC	Typical 59	236	4	6
Denali Wealth Management, Inc.	Typical 59	236	4	6
Mason Capital Partners	Typical 59	177	3	7
Clark & Stuart Inc	Typical 59	178	3	4
Scherer Financial Advisory Services, LLC	Typical 59	178	3	5
Estate Planners of New England, LLC	Typical 60	119	2	2
Elevation Wealth Management	Typical 60	179	3	3
1620 Investment Advisors, Inc.	Typical 60	239	4	6
Constitution Investment Advisory and Portfolio Management	Typical 60	180	3	6
Village Wealth Advisors	Typical 60	240	4	4
Healthview Asset Management, Inc.	Typical 60	180	3	4
Washburn Capital Management Inc.	Typical 60	180	3	3
Mullaney Keating & Wright Inc	Typical 60	180	3	3
Etre LLC	Typical 60	60	1	3
Sullivan Financial, LLC	Typical 61	121	2	4
Amherst Financial Group, LLC	Typical 61	182	3	3
Oak Financial Group Inc	Typical 61	122	2	4
Cannon Beach Financial Advisors	Typical 61	122	2	2
Crossgate Wealth Advisors, LLC	Typical 61	183	3	6
Good Harbor Advisors, Inc.	Typical 61	245	4	4
SFM, LLC	Typical 62	247	4	6
Cutler Capital Management	Typical 62	124	2	9
Scarsdale Investment Group, Ltd.	Typical 62	124	2	3
Spinnaker Asset Management Inc.	Typical 62	186	3	5
Tufton Capital Management, LLC	Typical 62	248	4	9
Abundant Wealth Management LLC	Typical 62	187	3	4
Integras Partners, LLC	Typical 62	187	3	5
Capital Investors Advisory Corporation	Typical 63	125	2	3
TGA Capital Management	Typical 63	125	2	2
Carlin Wealth Management Group, LLC	Typical 63	189	3	4
Vaughan and Company Securities, Inc.	Typical 63	190	3	7
Revalue LLC	Typical 64	254	4	8
Northbrook Financial	Typical 64	127	2	8
Flying Point Financial, Inc.	High 64	191	3	4
Richardson Financial Services	High 64	192	3	6
Blue Heron Infrastructure	High 64	64	1	3
Worcester Advisors	High 64	193	3	3
DJG Financial Services, Inc.	High 65	194	3	3
Williams Financial, LLC	High 65	261	4	7
Nefpg	High 65	196	3	6
Silverberg Bernstein Capital Management	High 66	131	2	3
Rothman Investment Management, LLC	High 66	131	2	3
Robbins Farley LLC	High 66	263	4	5
TSW Wealth Management	High 66	132	2	5
Cote Financial Management	High 66	132	2	3
Radius Wealth Management, Inc.	High 66	132	2	4
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Abbot Financial Management, Inc.	High 67	202	3	4
Cottage Street Advisors	High 68	135	2	4
J.R. Prunier Capital Management LLC	High 68	135	2	3
Quarry Hill Advisors	High 68	203	3	5
Conway Capital Management, Inc.	High 68	68	1	1
WJ Financial Advisors, LLC	High 68	272	4	4
First Wilshire Securities Management, Inc.	High 69	275	4	9
Williams & Novak Wealth Management, LLC	High 69	275	4	8
Granite Value Capital, LLC	High 69	69	1	3
Conscious Capital Wealth Management, LLC	High 69	207	3	5
Polaris Investment Advisors, LLC	High 69	138	2	4
Fairfield Financial Advisors	High 69	138	2	4
Peak Wealth Management LLC	High 69	208	3	3
Financial Independence, LLC	High 70	278	4	7
SJBenen Advisory, LLC	High 70	139	2	2
Cope Connelly	High 70	139	2	6
Tableaux Wealth	High 70	209	3	6
Income & Asset Advisory, Inc.	High 70	279	4	4
Approach Retirement Advisors, LLC	High 70	140	2	2
Locker Financial Services, LLC	High 71	141	2	3
Unique Wealth Strategies	High 71	285	4	10
FIT Wealth Management	High 71	214	3	3
Investable Wealth, LLC	High 72	143	2	2
Piedmont Wealth Advisory	High 72	215	3	3
Salem Advisory Group LLC	High 72	288	4	4
Sightline Wealth Advisors, LLC	High 73	290	4	5
Aventus Investment Advisors, Inc.	High 73	145	2	3
Rooted Planning Group	High 73	218	3	7
Dunham Lane Capital Partners LLC	High 73	146	2	2
Roman Retirement Planning, LLC	High 75	150	2	3
Newbridge Wealth Management	High 75	150	2	3
The Foundation Investment Group	High 76	151	2	6
Forness Financial LLC	High 76	227	3	3
Twinleaf Financial Advisors	High 76	76	1	3
IQVestment, LLC	High 78	235	3	5
Blue Marble Investments	High 78	235	3	3
Three Bearings Fiduciary Advisors, Inc.	High 79	157	2	4
Massey, Joshua	High 79	79	1	3
Cohen Investment Advisors, LLC	High 79	237	3	7
New England Schooner, Inc.	High 80	320	4	4
R.W. Roge & Company, Inc	High 81	322	4	9
Investable	High 81	81	1	4
High Pines Wealth Management LLC	High 82	163	2	5
Dana R. Norman	High 82	163	2	2
WMGNA	High 82	326	4	9
Merrimack Valley Financial Advisors, Inc.	High 82	246	3	3
Exchange Place Advisors, LLC	High 83	248	3	3
MacFarlane Investors	High 84	167	2	2
Granite Wealth Management LLC	High 84	168	2	2
Brentview investment Management, LLC	High 85	169	2	6
Triple Summit Advisors, LLC	High 85	169	2	2
Bowers Wealth Management, Inc.	High 85	170	2	2
Mainstream Capital Management	High 85	170	2	4
M3 Advisory Group, LLC	High 85	341	4	5
Opulen Financial Group, LLC	High 86	172	2	2
TradeWinds Wealth Management	High 87	260	3	4
The Clifford Group LLC	High 87	261	3	6
Lincoln Capital Corporation	High 88	265	3	6
Meridian Financial, LLC	High 89	177	2	5
Novus Advisors	High 89	267	3	5
Financial Partners, LLC	High 89	268	3	4
Giverny Capital Advisors	High 90	179	2	2
MWA Asset Management	High 90	180	2	2
TJT Capital Group, LLC	High 91	181	2	4
Auour Investments LLC	High 91	363	4	7
Fenway Financial Advisors, LLC	High 91	91	1	2
Prato Capital Management	High 91	273	3	4
The Alchemists, LLC	High 91	91	1	3
Arcadia Wealth Management	High 92	275	3	6
U.S. Boston Capital Corporation	High 92	92	1	5
Aurora Investment Managers, LLC	High 93	185	2	4
MKT Advisors LLC	High 94	374	4	6
Successful Wealth Strategies, LLC	High 94	187	2	2
The Bedminster Group	High 95	189	2	3
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
JW Thompson Investments LLC	High 95	190	2	2
Perennial Advisors Group, LLC	High 96	191	2	4
Bond Financial Group, Inc.	High 96	191	2	5
Birch Financial Group	High 96	192	2	2
VCP Financial LLC	High 96	385	4	5
Bartley Financial Advisors, LLC	High 98	98	1	5
Ruggiero Investments	High 98	392	4	5
Income Focus Portfolio Management	High 99	296	3	3
R.A.I. Financial Services, Inc.	High 99	99	1	3
Keynote Financial Services, LLC	High 99	198	2	2
Heaphy Investments, LLC	High 99	99	1	3
Collaborative Wealth Advisors, LLC	High 100	200	2	2
Statera Financial, LLC	High 100	301	3	3
Generations Retirement Group, LLC	High 101	202	2	4
Creative Funding Corporation	High 102	203	2	2
Scholtz & Company, LLC	High 102	204	2	7
Logan Park Wealth Management	High 102	408	4	6
Cambridge Financial Group, Inc.	High 102	306	3	6
FamilyWealth Asset Management	High 103	413	4	4
Proctor Financial	High 105	210	2	5
Lumbard & Kellner, LLC	Very High 105	316	3	4
Planwiser Financial	Very High 106	211	2	4
Ouellette Wealth Advisory LLC	Very High 107	213	2	7
Finer Wealth Management, Inc.	Very High 107	213	2	7
Washington Financial Group, Inc.	Very High 107	213	2	2
Advisory Resource Group, LLC	Very High 107	320	3	4
Fifr	Very High 107	214	2	2
Physician Wealth Solutions	Very High 107	107	1	1
Saperston Legacy Advisors, Inc.	Very High 107	429	4	5
American Retirement & Investment Strategies, LLC	Very High 108	215	2	2
Heritage Wealth Management	Very High 108	215	2	2
Bernard Wealth Management Corp.	Very High 109	327	3	4
AllSquare Wealth Management, LLC	Very High 109	436	4	5
Trombley Wealth Management	Very High 111	222	2	4
Sawyer & Co Inc	Very High 112	223	2	4
Weybosset Research & Management, LLC	Very High 112	224	2	3
Tumolo Wealth Management LLC	Very High 112	449	4	7
Saiph Capital, LLC	Very High 113	225	2	4
Broadlake Financial Management	Very High 113	451	4	5
Envision Capital Management Inc	Very High 113	226	2	2
Carnegie Wealth Management, LLC	Very High 113	226	2	6
Peachtree Investment Partners, LLC	Very High 114	227	2	2
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Lighthouse Financial Services Inc	Very High 115	458	4	6
Timbuktu Capital Management, LLC	Very High 115	115	1	3
Great Hill Advisory	Very High 116	116	1	8
Milne Financial Planning, Inc.	Very High 116	116	1	3
Music Row Wealth Management	Very High 116	349	3	5
Farrell Financial	Very High 117	233	2	2
Condon Wealth Management, Inc.	Very High 117	234	2	4
Slocum, Gordon & Co. LLP	Very High 117	117	1	5
WPM Wealth Advisors LLC	Very High 118	353	3	3
Breachway Investments, LLC	Very High 118	236	2	2
Oaktrust Wealth Advisors, LLC	Very High 118	236	2	3
Howard Wealth Management, LLC	Very High 119	237	2	2
Flax Pond Capital, LLC	Very High 119	119	1	2
Cape Ann Capital, Inc.	Very High 120	240	2	2
Woloshin Investment Management, LLC	Very High 120	361	3	3
Rinaldi Wealth Management, Inc.	Very High 121	363	3	3
Florin Pensions LLC	Very High 121	485	4	5
Balanced Wealth Management, LLC.	Very High 122	243	2	4
Murphy Wealth Management Group	Very High 122	367	3	6
Factor Investing Group	Very High 123	491	4	6
Glenwood Investment Group, LLC	Very High 123	370	3	4
The Montgomery Financial Group, Inc.	Very High 124	247	2	4
Connolly Financial Advisors, Inc.	Very High 125	125	1	5
Bennington Financial Planning Group	Very High 125	376	3	3
Beta Wealth Group, Inc	Very High 126	378	3	3
Lighthouse Capital, LLC	Very High 127	127	1	3
Reshape Wealth	Very High 127	127	1	3
Digital Asset Investment Management	Very High 128	255	2	4
Steinberganna Wealth Management LLC	Very High 130	259	2	3
RM Financial Services, LLC	Very High 130	390	3	4
Godfrey Financial Associates, Inc.	Very High 132	395	3	3
Richard P. Doleva & Associates	Very High 132	264	2	4
Capital Design Private Wealth LLC	Very High 132	264	2	2
Secure Planning, LLC	Very High 132	529	4	5
Strategic Planning Group, Inc.	Very High 133	265	2	3
Kennedy Wealth & Tax Management, LLC	Very High 133	133	1	4
Advisifi LLC	Very High 133	133	1	6
Prometheus Capital Management Corp.	Very High 134	268	2	4
Financial Solutions Associates	Very High 135	270	2	2
WealthFD	Very High 135	406	3	16
Perkins Capital Management Inc	Very High 137	137	1	9
Brisbois Capital Management LLC	Very High 138	138	1	5
Gilbert Capital Group	Very High 139	139	1	3
Eliot Rose Wealth Management, LLC	Very High 141	141	1	4
The Pitti Group Wealth Management, LLC	Very High 142	568	4	6
Mariaca Wealth Management, LLC	Very High 143	285	2	6
Needham Advisory Corporation	Very High 143	143	1	5
Avail Investment Partners, LLC	Very High 143	143	1	8
Five Corners Financial Services	Very High 145	290	2	3
Thames Financial Management	Very High 146	292	2	2
Grove Street Fiduciary, LLC	Very High 146	292	2	4
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
Canty Financial Management, Inc.	Very High 148	443	3	5
Ferris Wheel Finance, Inc.	Very High 148	296	2	2
von Adelung Wealth Management	Very High 148	296	2	5
Flagship Private Wealth	Very High 149	597	4	4
Timmons Wealth Management	Very High 150	150	1	3
Sippican Capital Advisors	Very High 150	150	1	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Craig Duvarney, Cfp	Very High 152	152	1	1
Sage Capital Management LLC	Very High 157	314	2	3
RheeCo, Inc.	Very High 159	318	2	4
Alpha Dog Advisors, RUFF	Very High 161	321	2	3
Brendel Financial Advisors LLC	Very High 161	321	2	4
Beyond Your Hammock LLC	Very High 161	161	1	3
Massachusetts Wealth Management, LLC	Very High 162	324	2	3
Lakeshore Financial Planning Inc.	Very High 164	491	3	5
Investment Management & Planning LLC	Very High 168	503	3	3
Chokshi & Queen Wealth Advisors	Very High 170	678	4	4
First Financial Advisory Services Inc	Very High 172	516	3	7
Hall Capital Management Company, Inc.	Very High 173	519	3	9
APEX Investment Group	Very High 173	519	3	6
Kraematon Investment Advisors, Inc.	Very High 173	173	1	2
Cutter Financial Group LLC	Very High 173	520	3	6
Antoine Williams & Associates Wealth Management, LLC	Very High 175	349	2	3
Bard Associates Inc	Very High 180	180	1	10
Plum Pointe Wealth Management	Very High 183	183	1	3
Crescent Hill Partners LLC	Very High 183	183	1	1
Valpey Financial Services LLC	Very High 186	186	1	4
Bountiful Investment Management LLC	Very High 187	560	3	3
The Retirement Planning Company of New England, Inc.	Very High 188	565	3	4
Farrow Financial Inc	Very High 194	194	1	4
Fund Advisors of America Inc	Very High 195	585	3	3
Schuchard Capital Management Inc	Very High 195	195	1	2
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Graney & King, LLC	Very High 198	791	4	4
Adirondack Financial Services Corp	Very High 199	596	3	16
Axiom Investment Management LLC	Very High 201	201	1	10
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Cornerstone Alternatives	Very High 205	410	2	6
Financial Avengers, Inc.	Very High 206	206	1	2
Markin Asset Management, LP	Very High 206	412	2	3
Borabond, LLC	Very High 207	207	1	3
Hepworth Equity Partners, LLC	Very High 211	421	2	2
44 North Capital, LLC	Very High 213	425	2	3
The Chartist	Very High 213	426	2	3
Ciovacco Capital Management	Very High 214	214	1	2
Hfm Investment Advisors, Inc.	Very High 218	218	1	1
Clary Financial, Inc	Very High 220	439	2	2
Camelot Portfolios, LLC	Very High 221	662	3	7
Arista Advisory Group, LLC	Very High 222	222	1	3
Kiker Wealth Management, LLC	Very High 224	894	4	9
Tax & Investment Advisors	Very High 228	228	1	3
Metis Wealth Management & Planning LLC	Very High 231	461	2	2
PASNAU Investment Management, Inc.	Very High 233	233	1	3
Rothwell Investment Advisors	Very High 236	707	3	5
Bucket List Wealth Management, LLC	Very High 240	480	2	2
Encircle Financial Strategies	Very High 240	240	1	4
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Old Forge Wealth Management, LLC	Very High 244	244	1	3
Socha Financial Group, LLC	Very High 245	734	3	6
Ransom Advisory	Very High 250	250	1	3
NBW Capital LLC	Very High 252	0	1	3
Retirement Planning Group, LLC	Very High 261	1,043	4	8
Collins Advisors, LLC	Very High 263	525	2	3
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Lenk Ladner Investment Solutions LLC	Very High 270	270	1	3
Successful Money Strategies Inc	Very High 273	273	1	3
The Capital Group Fiduciary Advisors, LLC	Very High 283	283	1	3
South Shore Investment Services LLC	Very High 285	570	2	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
Capasso Planning Partners LLC	Very High 315	629	2	9
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
Financial Management Associates, LLC	Very High 343	343	1	3
GreenPortfolio Inc.	Very High 346	346	1	6
Polaris Financial, LLC	Very High 426	852	2	2
MFP Financial Services, LLC	Very High 428	1,284	3	5
Toomey Investment Management, Inc	Very High 430	1,291	3	3
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Cooper Financial Services, Inc.	Very High 445	1,335	3	3
Arta Finance	Very High 522	1,043	2	68
Bradford Financial Services Corp	Very High 549	549	1	1
Jackson Financial Services, LLC	Very High 551	551	1	3
Diversified Resources, LLC	Very High 640	640	1	6
Plan Confidence Corporation	Very High 859	859	1	3
Forbes Financial Planning, Inc.	Very High 871	871	1	3
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2

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