Clients per advisor for Supported firms serving clients in Michigan

In Michigan, supported financial advisory firms tend to have a higher client load per advisor compared to the national median, with a state median of 68 clients per advisor versus the national median of 47. This suggests that Michigan advisors in small teams or with staff support often manage larger client bases, indicating a more scalable and process-driven approach. With 408 such firms in the state, clients may find a range of service models, but the generally higher client counts imply many firms focus on efficiency and broader client reach rather than highly personalized, relationship-intensive service. This dynamic reflects a mature advisory market balancing growth and client management.

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
Rise Wealth Advisors, Inc.	Very Low 0	1	4	7
Trustee Empowerment & Protection, Inc.	Very Low 1	3	4	4
Zacks Intelligence LLC	Very Low 1	1	1	7
Oikonomos Asset Management, LLC	Very Low 2	3	2	2
Millennium Personal Finance, LLC	Very Low 3	6	2	2
JB Wealth Advisors LLC	Very Low 3	3	1	3
Kidd Financial Planning, LLC.	Very Low 3	10	3	4
Wealthy Intentions	Very Low 4	7	2	2
Middle Coast Investing LLC	Very Low 5	9	2	2
Wittlin Advisory	Very Low 5	14	3	4
MSP Investment Advisors, LLC	Very Low 5	10	2	3
INTI LLC	Very Low 5	10	2	3
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
Arrow Financial Group	Very Low 6	25	4	4
Measured Strategies LLC	Very Low 7	13	2	2
Nubian Square Investment Advisors, LLC	Very Low 7	26	4	5
Veridos Capital LLC	Very Low 8	15	2	6
Cunningham Investment Management, LLC	Very Low 9	26	3	4
GT Investment Management, LLC	Very Low 9	35	4	4
AG Wealth Management, PLLC	Very Low 9	18	2	2
Patterson Advisors	Very Low 10	20	2	2
Third Sigma Investment Advisors LLC	Very Low 11	42	4	4
Cbs Funding, Inc.	Very Low 11	32	3	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Witter & Westlake Investments	Very Low 11	22	2	2
Nautica Asset Management LLC	Very Low 11	22	2	2
Pinnacle Investment Advisors, LLC	Very Low 11	34	3	3
Kraft Capital	Very Low 12	23	2	2
Church Organizers Foundation	Very Low 12	35	3	3
Law Office of Kevin Adams, PLLC	Very Low 12	12	1	4
10Elms LLP	Very Low 12	37	3	5
Northpoint Financial	Very Low 13	25	2	4
HFG Advisors Inc.	Very Low 13	25	2	5
Innovation Partners LLC	Very Low 13	26	2	305
Agile Wealth Partners	Very Low 13	40	3	3
Olson Consulting LLC	Very Low 14	28	2	3
Prospera Capital Management, LLC	Very Low 15	44	3	3
Skyview Pinnacle	Very Low 15	45	3	3
Grand Street Capital Management, L.L.C.	Very Low 16	31	2	2
Long Road Investment Counsel, LLC	Very Low 17	34	2	2
NFI Advisors, Inc.	Very Low 18	36	2	3
Eagle Point Capital LLC	Very Low 19	56	3	3
Osprey Private Wealth LLC	Very Low 19	56	3	6
Team Covert, LLC	Very Low 19	38	2	2
Autumn Financial Advisors, LLC	Very Low 20	39	2	2
Safe Future Wealth Partners LLC	Very Low 21	62	3	3
Windrock Wealth Management	Very Low 21	83	4	5
Stalt Financial, LLC	Very Low 21	42	2	3
Viden Arbor Capital	Very Low 21	21	1	1
Think Wealth Management	Low 22	44	2	2
Kennon-Green & Co.	Low 23	90	4	4
Fern Capital Inc.	Low 23	45	2	2
Mid Michigan Insurance and Financial Services LLC	Low 24	47	2	2
A & L Financial Services, LLC	Low 24	72	3	3
Wold Financial Group	Low 24	72	3	3
Z Advisory Innovations	Low 25	49	2	2
Docsa Capital Management, Inc.	Low 25	74	3	3
Ohlmann Investment Advisors LLC	Low 25	50	2	2
New Horizon Retirement Advisors	Low 25	50	2	2
SG Wealth Managers LLC	Low 26	77	3	3
BHK Securities, LLC	Low 26	103	4	8
CIG Asset Management, Inc.	Low 26	78	3	8
Walsh Advisors	Low 27	53	2	2
Thompson Capital Management, LLC	Low 27	80	3	3
Exchange Street Capital	Low 27	54	2	2
Prufid Financial Advisors LLC	Low 27	27	1	1
Plan & Act	Low 27	82	3	4
Paradigm Advisors, LLC	Low 27	82	3	4
Prosperity Wealth Strategies LLC	Low 28	55	2	2
Integra Financial, Inc.	Low 28	113	4	5
DeWitt Capital Management	Low 28	85	3	4
Motive Wealth Advisors, LLC	Low 29	88	3	4
West Arbor Solutions, LLC	Low 30	59	2	2
ACE Management	Low 30	91	3	3
Branch Capital Management	Low 30	91	3	3
MeadowBrook Investment Advisors LLC	Low 32	64	2	3
YES Wealth Management	Low 33	100	3	7
Lifetime Equity Investments LLC	Low 34	67	2	2
Quantum Wealth Strategies, LLC	Low 34	67	2	2
Rochester Wealth Strategies, LLC	Low 34	134	4	5
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Hoskin Capital	Low 35	70	2	4
Thrive Retirement Specialists	Low 35	70	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Brooktree Capital Management Inc.	Low 36	71	2	2
Rise Financial Partners	Low 36	143	4	4
Tessara Wealth	Low 36	143	4	6
Red Spruce Capital, LLC	Low 36	143	4	4
Horizons Planning Corporation	Low 36	144	4	4
Copper Beech Wealth Management	Low 37	73	2	2
Lifepoint Planning	Low 37	110	3	3
Objective Capital Management, LLC	Low 37	110	3	4
Paragon Retirement Planning, Inc.	Low 38	150	4	4
EFG Financial, LLC	Low 38	75	2	2
Emde Wealth Management LLC	Low 38	75	2	3
Equity Advisors of Kentucky Inc	Low 38	114	3	3
OnTrack Wealth Management	Low 38	76	2	2
Barking Sands Capital	Low 38	76	2	2
Datalign	Low 38	38	1	20
Silver Lake Advisory Partners, LLC	Low 38	152	4	4
PMG Family Office, LLC	Low 39	77	2	2
MD Wealth Management, LLC	Low 39	77	2	2
Somerville Associates	Low 40	79	2	2
Savings Coach, LLC	Low 40	79	2	2
Sage Hill Capital	Low 40	79	2	2
Sage Wealth Planning	Low 40	119	3	3
Hayes Wealth Advisors, LLC	Low 40	120	3	3
Vanderpol Investments L.L.C.	Typical 41	124	3	3
My Financial Coach, LLC	Typical 42	126	3	3
Steward Capital Management	Typical 42	42	1	5
The Prosperity People	Typical 42	169	4	6
Kestrel Wealth Management, LLC	Typical 43	85	2	2
17 Capital Partners, LLC	Typical 43	128	3	7
Retirement Systems LLC	Typical 43	172	4	5
Wiser Advisor Group	Typical 43	130	3	3
Integrity Wealth Advisors	Typical 43	130	3	3
Clear Ridge Wealth Management, LLC	Typical 44	131	3	4
Dinergy	Typical 44	88	2	4
Financial Advisory Partners, LLC	Typical 44	133	3	3
Wittenberg Investments Inc.	Typical 44	133	3	4
Harvest Portfolio Management, LLC	Typical 45	89	2	2
RASP Wealth Solutions, LLC	Typical 45	89	2	2
Aureum Wealth Management, LLC	Typical 45	89	2	4
Dwp	Typical 45	134	3	6
Galaria Capital Management, LLC	Typical 45	134	3	3
Sensenig Capital Advisors, Inc.	Typical 45	134	3	6
LFN Advisors Inc.	Typical 45	179	4	4
EverythingHR Financial Services LLC	Typical 45	90	2	2
MPI Wealth Management LLC	Typical 45	136	3	4
Alpha Asset Advisors LLC	Typical 46	46	1	4
CEF Advisors	Typical 47	93	2	5
Strategic Advocates, LLC	Typical 47	141	3	3
Arbor Investment Management	Typical 48	96	2	2
MMG Wealth Management	Typical 48	144	3	3
FirstMetric	Typical 48	48	1	1
Personal Legacy Planners	Typical 48	145	3	3
You First Financial LLC	Typical 49	97	2	2
Nia Impact Capital	Typical 49	147	3	9
RCPlanners	Typical 49	148	3	3
Paces Ferry Wealth Advisors, LLC	Typical 50	198	4	6
Ecos Wealth Advisors	Typical 50	149	3	3
Hartwell & Company	Typical 50	149	3	3
Cedar Ridge Investment Management LLC	Typical 50	100	2	2
Q2 Wealth Management	Typical 50	151	3	3
Larimer Capital Corporation	Typical 51	101	2	4
ArborFi Advisors, LLC	Typical 51	101	2	2
GatePass Capital, LLC	Typical 51	152	3	8
LeClair Wealth Partners	Typical 51	152	3	4
Pinnacle Wealth Management Group, Inc.	Typical 51	203	4	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
CJW Capital, LLC	Typical 51	153	3	4
V2 Financial Group, LLC	Typical 51	205	4	5
Left Brain Wealth Management, LLC	Typical 52	206	4	7
Forever Young Integrated Wealth	Typical 52	104	2	2
Gunder Wealth Management, LLC	Typical 53	105	2	2
Toptier Wealth Management	Typical 53	105	2	2
Strategic Financial Group, L.L.C.	Typical 53	158	3	4
CBG & Company, Inc.	Typical 54	161	3	9
Truesdell Wealth, Inc.	Typical 54	54	1	4
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
Bollin Wealth Management, LLC	Typical 55	164	3	4
Evansbrook Capital Management	Typical 55	110	2	2
Kral Financial Advisors, LLC	Typical 55	55	1	1
Raider Dennis Agency	Typical 55	165	3	3
Infinium Investment Advisors, LLC	Typical 57	113	2	2
SS&H Financial Advisors, Inc.	Typical 57	113	2	2
Dynamic Wealth Solutions LLC	Typical 57	170	3	3
Wallace Hart Capital Management	Typical 57	227	4	5
Forte Asset Management, LLC	Typical 57	57	1	2
GPS Financial Group, LLC	Typical 57	114	2	2
Mindful Wealth LLC	Typical 57	57	1	1
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
Tetley Investments, LLC	Typical 57	172	3	3
YFP Wealth	Typical 58	230	4	7
Advize Wealth Management	Typical 58	116	2	2
Paragon Investing, LLC	Typical 58	175	3	3
Mench Financial Inc	Typical 58	175	3	4
Brown Financial Planning LLC	Typical 59	117	2	2
Mirretti Perryman Wealth Strategies, LLC	Typical 59	176	3	4
Delta Wealth Advisors LLC	Typical 59	176	3	5
Lynx Capital Group Ltd	Typical 60	60	1	3
Healthview Asset Management, Inc.	Typical 60	180	3	4
Arbor Financial Services, LLC	Typical 60	240	4	5
Affinity Financial Advisory	Typical 61	121	2	2
Harwood Investment Strategies, L.L.C.	Typical 62	123	2	2
Vawter Financial LTD	Typical 62	247	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Atlantis Wealth Advisors LLC	Typical 62	248	4	4
Walen Financial Group, LLC	Typical 62	124	2	2
Halbert Wealth Management, Inc	Typical 62	249	4	5
Great Lakes Retirement Solutions, Inc.	Typical 63	250	4	4
Capital Investors Advisory Corporation	Typical 63	125	2	3
Trinity Financial Services, Inc.	Typical 63	125	2	2
On Point CRNA	Typical 63	125	2	4
Antonelli Financial Advisors, LLC	Typical 63	189	3	4
Affinity Wealth Management, LLC	Typical 63	190	3	4
Optimal Capital Advisors, LLC	Typical 64	127	2	2
Revalue LLC	Typical 64	254	4	8
StreamSong Advisors, LLC	High 66	263	4	5
Darden Wealth Group	High 66	264	4	5
Bowline Financial, LLC	High 67	133	2	3
Clearview Investment Partners, LLC	High 67	133	2	3
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Kroon & Mitchell Asset Management LLC	High 68	203	3	5
Pinnacle Wealth Management, Inc.	High 68	271	4	4
Fortified Wealth	High 68	68	1	3
Beacon Associates Wealth Management, LLC	High 68	204	3	4
RossJohnson & Associates, LLC	High 68	272	4	4
J2 Capital Management, Inc.	High 68	205	3	3
Breakwater Capital	High 69	137	2	2
Antonetti Capital Management, LLC	High 69	137	2	2
Vision Capital Partners	High 69	137	2	4
First Wilshire Securities Management, Inc.	High 69	275	4	9
Strickler Investment Services, LLC	High 69	277	4	9
Infinity Advisory Group	High 69	208	3	5
Palatine Hill Wealth Management	High 70	279	4	5
Secure Retirement Financial & Insurance Services Corp.	High 70	211	3	5
The Financial Center, LLC	High 70	211	3	3
Cedar Spring Advisors, LLC	High 71	284	4	4
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Stewardship Trust Advisors	High 71	285	4	7
Daniel Investment Group Inc.	High 71	214	3	3
Investable Wealth, LLC	High 72	143	2	2
Chicago Wealth Management, Inc.	High 72	288	4	6
Wealth For you Financial, LLC	High 73	292	4	4
Fourth Dimension Financial Group	High 73	146	2	2
Briggs Financial Inc.	High 74	148	2	2
Miller Capital	High 74	74	1	5
The Foundation Investment Group	High 76	151	2	6
Ataraxis Advisors LLC	High 76	152	2	2
Twinleaf Financial Advisors	High 76	76	1	3
Pearl Planning	High 76	305	4	7
Leonard Advisory Group LLC	High 77	230	3	3
Melone Private Wealth, LLC	High 78	155	2	4
IQVestment, LLC	High 78	235	3	5
Cane Capital Partners, LLC	High 79	315	4	5
Macco Financial Group, Inc.	High 79	317	4	8
Greenway Financial, LLC	High 80	239	3	4
Alliance Investment Management, LLC	High 80	160	2	6
Kotys Wealth Professionals	High 80	321	4	8
Investable	High 81	81	1	4
Wealthspan Investment Management, LLC	High 82	326	4	5
High Pines Wealth Management LLC	High 82	163	2	5
AFS Wealth Management, LLC	High 82	163	2	2
PPS & V Asset Management Consultants Inc	High 82	247	3	4
Stratus Advisory Group, Inc.	High 83	165	2	2
Southwest Michigan Wealth Management, LLC	High 83	166	2	4
Entrust Investment Services, Inc	High 83	166	2	3
Agnello Financial Group, Inc.	High 85	169	2	4
Bowers Wealth Management, Inc.	High 85	170	2	2
Burnham & Company LLC	High 86	171	2	2
Eastown Financial Advisors, LLC	High 86	257	3	5
56 Capital Partners, Ltd	High 87	260	3	3
Blue Iguana Financial, LLC	High 87	87	1	4
Fairlane Investment Advisors Inc	High 88	175	2	2
Independent Wealth Management, LLC	High 88	176	2	3
Afton Advisors, LLC	High 89	177	2	2
Snider Advisors	High 89	357	4	4
Haverdink Financial Management, LLC	High 90	179	2	3
The Wolter Group, Inc.	High 90	180	2	3
Quantum Private Wealth, LLC	High 90	90	1	6
TJT Capital Group, LLC	High 91	181	2	4
Legacy Financial Services Group, Inc.	High 92	183	2	2
Game Plan Financial Advisors, LLC	High 93	185	2	5
Synergy Wealth Management, LLC	High 94	282	3	3
Duet Advisory Services LLC	High 94	282	3	7
Key Concerns Inc	High 94	188	2	2
Blue Jay Financial Group, LLC	High 94	283	3	9
Clearview Investments, LLC	High 95	379	4	4
Waterstone Financial Advisory LLC	High 95	285	3	5
Gasaway Investment Advisors, Inc.	High 96	384	4	13
Daniel Krug & Associates	High 96	192	2	7
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
Retirement Resources, LLC	High 98	391	4	4
Erica Hall Wealth Advisors, LLC.	High 99	99	1	4
Alan B. Lancz & Associates, Inc.	High 99	99	1	4
Horowitz & Company, Inc.	High 100	199	2	2
Panorama Wealth Advisors	High 100	200	2	3
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Cambridge Financial Group, Inc.	High 102	306	3	6
Bradley Wealth LLC	High 102	204	2	5
ORBA Wealth Advisors, LLC	High 102	102	1	16
Biltmore Wealth Management, LLC	High 102	307	3	4
Graetz Wealth	Very High 105	316	3	3
Blueprint Partners LLC	Very High 108	324	3	4
Bernard Wealth Management Corp.	Very High 109	327	3	4
hemming& Wealth Management, Inc.	Very High 109	436	4	9
Daus Financial Group, LLC	Very High 109	327	3	8
Turner Capital Investments, LLC	Very High 111	333	3	4
BCD Advisors	Very High 112	448	4	4
Great Lakes Bay Financial	Very High 113	0	2	2
Integrity Financial Advisors, LLC	Very High 113	339	3	3
Carnegie Wealth Management, LLC	Very High 113	226	2	6
Global Financial Planning Group, LLC	Very High 114	227	2	5
Bridgewise Wealth Management	Very High 115	115	1	4
Sculati Wealth Management, LLC	Very High 116	349	3	4
RHL Group, LLC	Very High 117	350	3	6
Florin Pensions LLC	Very High 121	485	4	5
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Family Capital Management	Very High 123	491	4	10
Factor Investing Group	Very High 123	491	4	6
Legacy Wealth Advisors, LLC	Very High 124	248	2	2
Wealth Ease Wealth Management	Very High 124	248	2	3
The Bottom Line Wealth Management Ltd.	Very High 125	250	2	3
Leslie Global Wealth, LLC	Very High 127	380	3	6
Kapstone Financial Advisors LLC	Very High 127	508	4	5
Pampel & Associates, Inc.	Very High 128	255	2	4
M1 Capital Management LLC	Very High 128	383	3	12
Schwan Financial Advisors, LLC	Very High 131	261	2	2
The Pines Wealth Management, LLC	Very High 131	262	2	4
Applied Capital	Very High 132	264	2	2
Old Oak Financial Planning, Inc.	Very High 132	264	2	2
LUMINIST Capital, LLC	Very High 133	530	4	4
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Lauer Wealth Management	Very High 133	399	3	5
Chapman & Chapman Advisors LLC	Very High 134	268	2	3
LDN Wealth, LLC	Very High 136	271	2	5
O'Connor Financial Group, LLC	Very High 136	271	2	2
Pearl Wealth Group	Very High 137	273	2	4
Northern Edge Wealth Management	Very High 138	550	4	6
True Blue Financial, LLC	Very High 143	570	4	4
Sky Alpha Asset Advisors	Very High 143	286	2	3
Norwood Economics, Inc.	Very High 143	143	1	4
Smart Money Financial Advisors, LLC	Very High 145	145	1	3
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
Wordhouse Wealth Coaching	Very High 147	293	2	2
Braeburn Wealth Management, LLC	Very High 147	441	3	6
Harborfront Financial Group	Very High 149	596	4	6
Moore Financial Strategies, LLC	Very High 150	300	2	3
Kaizen Wealth Management, LLC	Very High 150	450	3	3
Nardis Advisors LLC	Very High 153	153	1	6
J.E. Simmons & Co., P.C.	Very High 154	308	2	4
Luedtke & Associates	Very High 157	470	3	5
MarketRiders	Very High 159	477	3	6
SharpePoint, LLC	Very High 160	479	3	5
Kleinfelder Capital, Inc.	Very High 160	481	3	5
Burrus	Very High 161	322	2	5
Phase III Advisory Services, LTD	Very High 161	483	3	3
Second Half Financial Partners, LLC	Very High 162	485	3	5
Lakeshore Financial Planning Inc.	Very High 164	491	3	5
Financial Institution Services, LLC	Very High 166	332	2	4
Ridge Capital Management, LLC	Very High 168	335	2	6
Up North Financial, LLC	Very High 169	337	2	4
First Financial Advisory Services Inc	Very High 172	516	3	7
Stride Investments, LLC	Very High 175	524	3	8
Saos Capital, LLC	Very High 179	536	3	4
Foresight Capital Management Advisors, Inc.	Very High 179	537	3	10
APO Financial Services, LLC	Very High 181	542	3	7
RFM Financial Solutions, LLC	Very High 181	544	3	6
The Enterprise Investment Company	Very High 184	367	2	7
Rosecliff Capital Advisory LLC	Very High 185	185	1	4
CND Financial	Very High 188	188	1	3
Greystone Financial Group, LLC	Very High 189	566	3	8
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Ellija Capital Management, LLC	Very High 191	381	2	2
Miller Financial Services LLC	Very High 191	574	3	3
Spyrnal Financial Group	Very High 194	387	2	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
Adirondack Financial Services Corp	Very High 199	596	3	16
Axiom Investment Management LLC	Very High 201	201	1	10
Fairhaven Financial Advisory Corporation	Very High 201	805	4	7
Cornerstone Alternatives	Very High 205	410	2	6
Sterling Bridge Financial Group LLC	Very High 207	826	4	8
Borabond, LLC	Very High 207	207	1	3
Vision Wealth Management, Inc.	Very High 208	416	2	2
Valley Oak Investment Strategies LLC	Very High 209	209	1	7
Peak Wealth Management, LLC	Very High 214	643	3	3
MFG Capital, Inc.	Very High 215	215	1	3
Fortune 45, LLC.	Very High 215	645	3	5
Maner Wealth	Very High 217	650	3	4
Camelot Portfolios, LLC	Very High 221	662	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Crescent City Retirement Group	Very High 229	915	4	12
RBS Wealth Management	Very High 234	468	2	6
Challenger Wealth Management	Very High 238	238	1	3
Bucket List Wealth Management, LLC	Very High 240	480	2	2
Wurz Financial Services, LLC	Very High 246	491	2	6
Legacy Investment Advisors LLC	Very High 246	492	2	2
Great Lakes Wealth, LLC	Very High 248	248	1	9
New Era Investments LLC	Very High 254	761	3	3
Kelly Wealth Management, Inc.	Very High 265	529	2	6
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
River Raisin Investment Partners, Inc.	Very High 287	574	2	4
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Premier Estate Planners, LLC	Very High 292	584	2	4
Williams Financial Group	Very High 293	585	2	5
Its Asset Management, L.P.	Very High 293	586	2	9
Jfr Financial Services, Inc.	Very High 299	597	2	11
Stewards Wealth Planning, LLC	Very High 307	613	2	2
Tower Wealth Partners	Very High 307	920	3	9
SavvyFi	Very High 307	307	1	15
Spreng Capital Management, Inc.	Very High 309	927	3	4
Security First Financial	Very High 320	639	2	2
McAlvany Wealth Management, LLC	Very High 325	650	2	5
RPC Private Wealth, LLC	Very High 326	326	1	1
San Blas Advisory, Inc.	Very High 332	664	2	13
RyZome Investment Advisors	Very High 337	673	2	2
Kissling Financial Services, LLC	Very High 345	689	2	2
GreenPortfolio Inc.	Very High 346	346	1	6
Gunderson Capital Management	Very High 347	694	2	4
Dynamic Asset Management Group LLC	Very High 349	349	1	4
Northfort Financial, LLC	Very High 356	356	1	4
Bone Asset Management	Very High 366	366	1	4
Great Lakes Investment Advisors Inc.	Very High 367	367	1	6
Heritage Asset Management, LLC	Very High 373	746	2	2
Sapphire Blue Investment Partners	Very High 376	376	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
MFP Financial Services, LLC	Very High 428	1,284	3	5
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
CWP Private Wealth Management	Very High 511	511	1	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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