Clients per advisor for Supported firms serving clients in New Hampshire

In New Hampshire, supported financial advisor firms tend to serve a higher number of clients per advisor compared to the national median. With 620 firms in this category, the median client load per advisor is 71, notably above the national median of 47. This suggests that advisors in New Hampshire often operate with more scalable, process-driven models, potentially serving broader client bases while maintaining efficiency. For clients, this may mean that firms in the state lean toward structured service approaches rather than highly personalized, relationship-focused models, reflecting a balance between manageable workloads and the ability to accommodate more clients.

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
GELINAS & COMPANY, CPA, PLLC	Very Low 1	1	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Castle Asset Management, LLC	Very Low 5	9	2	3
Trinexus Capital, LLC	Very Low 5	9	2	3
Monadnock Capital Partners, LLC	Very Low 5	21	4	4
Fleetstar Financial	Very Low 6	6	1	5
Hurst & DeGraffenried Wealth Management, LLC	Very Low 8	15	2	2
Sintra Capital Corp	Very Low 10	10	1	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
Skyview Pinnacle	Very Low 15	45	3	3
Comprehensive Wealth Solutions, LLC	Very Low 15	60	4	4
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Levatus LLC	Very Low 15	46	3	4
Capitol Wealth Management	Very Low 16	62	4	4
Dattilio & Ash Capital Management, LLC	Very Low 16	31	2	2
Cayside Partners	Very Low 16	62	4	4
The Wealth Conservancy, Inc.	Very Low 16	47	3	6
Whole Wealth Management	Very Low 16	32	2	3
Single Track Financial, Inc.	Very Low 16	32	2	2
Park State Asset Management LLC	Very Low 17	50	3	6
Stembrook Asset Management, LLC	Very Low 18	36	2	2
Bluestone Wealth Management LLC	Very Low 19	37	2	2
Loudon Investment Management, LLC	Very Low 19	75	4	4
Powerhouse Assets LLC	Very Low 20	60	3	3
Leeb Capital Management, Inc.	Very Low 20	60	3	7
Silicon Private Wealth, LLC	Very Low 21	83	4	4
Arrow Wealth Advisory LLC	Very Low 21	21	1	1
Fifth Set Private Wealth Management LLC	Very Low 21	63	3	3
Thryve Wealth Management	Very Low 21	84	4	9
Davis Wealth Advisors	Low 22	87	4	6
Lexington Avenue Capital Management, LLC	Low 22	67	3	3
Kennon-Green & Co.	Low 23	90	4	4
Upstart Wealth Management, LLC	Low 23	91	4	4
Northstar Capital Inc	Low 23	46	2	3
Lane Generational LLC	Low 24	47	2	2
The Sher Wealth Management Group	Low 24	47	2	2
Legacy Financial Solutions, Inc.	Low 24	47	2	2
Compass Planning Associates, Inc.	Low 24	72	3	3
Drum Hill Capital, LLC	Low 24	72	3	3
Frankly Finances	Low 25	25	1	1
Cornerstone Financial Management LLC	Low 25	101	4	7
Prosper Private Wealth	Low 26	51	2	3
Verity Wealth Advisors, LLC	Low 26	52	2	2
Sechrest Financial Services	Low 27	53	2	4
Thompson Capital Management, LLC	Low 27	80	3	3
Advanced Portfolio Design, LLC	Low 27	80	3	3
Honu Wealth Management	Low 27	80	3	4
Miller Avenue Advisors LLC	Low 27	80	3	3
Launch Financial Planning	Low 27	54	2	2
Schultz Financial Group Incorporated	Low 28	110	4	4
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Davinci Capital Management, Inc.	Low 28	85	3	4
Marathon Financial Group	Low 30	118	4	6
Catalyst Investment Management LLC	Low 30	60	2	4
Goldfinch Financial, Inc.	Low 30	30	1	3
Barnstone Advisors LLC	Low 30	90	3	4
Benchmark Financial, LLC	Low 30	90	3	3
Bristlecone Value Partners, LLC	Low 30	90	3	3
Omega Wealth Management LLC	Low 30	121	4	7
ProsperiTea Planning	Low 30	121	4	4
LTG Capital LLC	Low 30	91	3	5
Cove Private Wealth, LLC	Low 31	92	3	3
Moore Financial Advisors, LTD.	Low 31	92	3	4
KCS Advisors, LLC	Low 31	62	2	2
Professional Financial	Low 31	93	3	4
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
Experience Your Wealth, LLC	Low 33	65	2	3
Tenon Financial	Low 33	99	3	3
Taurus Financial	Low 33	66	2	2
Mittelman Wealth Management	Low 33	33	1	1
The Practical Planner	Low 33	66	2	2
Princeton Asset Management, LLC	Low 33	66	2	2
World Market Advisors	Low 34	67	2	3
Safir Wealth Advisors, LLC	Low 34	67	2	2
Integrated Wealthcare, LLC	Low 34	135	4	11
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Nutfield Financial	Low 34	68	2	2
Toberman Becker Wealth, LLC	Low 34	102	3	3
Copper Leaf Financial, LLC	Low 34	137	4	4
Gordian Advisors, LLC	Low 34	103	3	3
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Low 35	69	2	5
Paramount Financial	Low 35	106	3	4
Lyons Wealth Management	Low 35	106	3	4
Jp Wealth Management, Inc.	Low 36	71	2	2
Nottingham Wealth Partners, Inc.	Low 36	142	4	7
Evergreen Wealth Advisors	Low 36	142	4	18
Del Mar Wealth Management Inc	Low 36	72	2	3
WH Cornerstone Investments Inc.	Low 36	145	4	6
Steward Advisors Group, LLC	Low 36	109	3	11
Castle Island Wealth	Low 37	146	4	5
Copper Beech Wealth Management	Low 37	73	2	2
Objective Capital Management, LLC	Low 37	110	3	4
Tripletail Wealth Management	Low 37	74	2	2
Wisconsin Capital Management, LLC	Low 37	74	2	5
Transition Financial Advisors Group, LLC	Low 37	149	4	7
Bluebird Wealth Management LLC	Low 37	112	3	3
Alexander Beard (USA) Inc.	Low 38	75	2	3
Anson Analytics	Low 38	113	3	5
Financial Freedom	Low 38	114	3	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
Passport Wealth Management	Low 39	77	2	3
MD Wealth Management, LLC	Low 39	77	2	2
Weatherhelm Capital Management LLC	Low 39	77	2	4
Greenway Financial Advisors LLC	Low 39	77	2	2
Barnett & Co Inc	Low 39	116	3	5
Integrated Wealth Management, LLC	Low 39	39	1	3
Steele Street Capital LLC	Low 40	79	2	3
White Pine Capital LLC	Low 40	79	2	7
Wise Wealth Management, LLC	Low 40	79	2	2
JMH Wealth Management, LLC	Low 40	79	2	3
Sage Wealth Planning	Low 40	119	3	3
The Wealth Conservatory	Typical 40	121	3	4
Darrow Wealth Management	Typical 41	122	3	5
Harbour Wealth Management Group, Inc.	Typical 41	122	3	3
Minerva Planning Group	Typical 41	122	3	5
Orion Capital Management LLC	Typical 41	163	4	4
Lyon Wealth Advisors	Typical 41	123	3	3
F5 Financial Planning, L.L.C.	Typical 41	123	3	3
Investment Advisor Group	Typical 41	123	3	3
WestView Investment Advisors	Typical 41	165	4	5
Twin Lakes Capital	Typical 42	83	2	5
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
17 Capital Partners, LLC	Typical 43	128	3	7
Hager Investment Management Services, LLC	Typical 43	171	4	4
Princeton Capital Management LLC	Typical 43	171	4	10
Flavin Financial Services, Inc.	Typical 43	172	4	4
Capital Squared Financial LLC	Typical 44	87	2	3
Financially in Tune	Typical 44	175	4	4
Unconventional Investor, LLC	Typical 44	88	2	2
Compass Investments LLC	Typical 44	176	4	5
Twin Gryphon Advisors LLC	Typical 44	44	1	4
Magnolia Private Wealth, LLC	Typical 44	176	4	4
Tidal Creek Capital Advisors	Typical 44	177	4	4
Samara Capital	Typical 45	89	2	2
Sensenig Capital Advisors, Inc.	Typical 45	134	3	6
BlueDoor Private Wealth, LLC	Typical 45	135	3	6
Argo Wealth Advisory, LLC	Typical 45	90	2	2
Delphinus Financial Advisors, LLC	Typical 45	90	2	2
RF&L Wealth Management, LLC	Typical 45	136	3	3
Sturman Wealth Advisors	Typical 46	91	2	2
Kensington Financial Advisors LLC	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
Gw Financial	Typical 47	93	2	3
Renaissance Wealth Advisors, LLC	Typical 47	93	2	2
RPM Capital Management, LLC	Typical 47	140	3	3
Strategic Advocates, LLC	Typical 47	141	3	3
Marin Wealth Advisors LLC	Typical 47	94	2	3
Contango Wealth Management LLC	Typical 47	94	2	2
Addington Financial Group LLC	Typical 47	94	2	3
InTrack Investment Management, Inc.	Typical 47	189	4	4
Friedenthal Financial, LLC	Typical 48	190	4	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
Springboard Asset Management LLC	Typical 49	97	2	2
Alternative Capitalis, LLC	Typical 49	97	2	2
Lucien Stirling & Gray Advisory Group Inc	Typical 49	146	3	5
Wealthrise Financial Planning, LLC	Typical 49	98	2	2
Atwater Wealth Management, Inc.	Typical 49	98	2	3
Nia Impact Capital	Typical 49	147	3	9
Noble Wealth Management P.B.C.	Typical 49	196	4	5
BlueLine Advisors	Typical 49	148	3	3
Holistic Finance LLC	Typical 50	198	4	5
Boyd Financial Strategies, Inc.	Typical 50	149	3	3
Goodstein Wealth Management LLC	Typical 50	100	2	2
Allison Investment Management, LLC	Typical 50	100	2	2
Cox Capital Management LLC	Typical 50	201	4	4
44 Wealth Management LLC	Typical 50	201	4	5
Wernau Asset Management	Typical 51	101	2	2
Crystal Capital Management Corporation	Typical 51	101	2	2
Otto & Associates, Inc.	Typical 51	152	3	6
Conscious Capital	Typical 51	152	3	4
Ark Wealth Management	Typical 51	153	3	3
V2 Financial Group, LLC	Typical 51	205	4	5
Tower View Wealth Management LLC	Typical 52	206	4	6
Ehrlich Financial Group	Typical 52	207	4	5
Reicon Wealth Advisors, LLC	Typical 52	52	1	5
Valor Wealth Partners	Typical 52	156	3	4
Balanced Rock Investment Advisors	Typical 53	210	4	5
Toptier Wealth Management	Typical 53	105	2	2
Charter Research & Investment Group Inc	Typical 53	158	3	3
Sincerus Advisory	Typical 53	158	3	4
Mendel Money Management Inc.	Typical 53	211	4	7
AFG Fiduciary Services	Typical 53	159	3	3
Birks Financial Corp.	Typical 53	159	3	3
Spurstone	Typical 53	159	3	5
Dorothy J. Cole	Typical 53	53	1	5
BCS Private Wealth Management	Typical 53	213	4	6
CBG & Company, Inc.	Typical 54	161	3	9
Optima Capital Management	Typical 54	215	4	4
Essex Private Wealth Management LLC	Typical 54	216	4	6
Kevin M. Gibney and Company, LLC	Typical 54	108	2	2
Bannerman Wealth	Typical 54	163	3	5
Ashwood Advisors	Typical 55	110	2	3
Detterbeck Wealth Management	Typical 55	165	3	6
Woodside Wealth Management	Typical 55	110	2	4
Evansbrook Capital Management	Typical 55	110	2	2
New Dimensions Wealth Management, L.L.C.	Typical 56	111	2	3
Arlen Capital, LLC	Typical 56	222	4	6
American Wealth Administration Group LLC	Typical 56	167	3	3
Hwa Financial Group	Typical 56	167	3	4
Macroview Investment Management LLC	Typical 56	225	4	5
Silver Pine Capital, LLC	Typical 56	169	3	3
Apex Wealth Management, LLC	Typical 57	114	2	2
Infiniti Wealth Management	Typical 57	171	3	5
New England Research & Management, Inc.	Typical 57	172	3	4
Poulos Advisors, Inc.	Typical 58	115	2	3
YFP Wealth	Typical 58	230	4	7
Brilliant Advice, LLC	Typical 58	116	2	2
Miller Wealth Advisors, LLC	Typical 58	116	2	2
IRON Financial LLC	Typical 58	232	4	10
Lighthouse Financial, LLC	Typical 58	116	2	3
Gallugi Wealth Management, LLC	Typical 59	117	2	2
Integrity Investment Advisors	Typical 59	117	2	4
VaMa Oak Wealth, LLC	Typical 59	117	2	2
McCarter Private Wealth Services LLC	Typical 59	117	2	6
Maine Advisory Associates	Typical 59	176	3	3
Fairscale Capital, LLC	Typical 59	177	3	3
Longview Financial Advisors, LLC	Typical 59	118	2	2
Righthand Capital, LLC	Typical 59	118	2	3
Clark & Stuart Inc	Typical 59	178	3	4
Estate Planners of New England, LLC	Typical 60	119	2	2
1620 Investment Advisors, Inc.	Typical 60	239	4	6
Andrew Hill Investment Advisors, Inc.	Typical 60	240	4	4
Peak Financial Advisors	Typical 60	120	2	3
Constitution Investment Advisory and Portfolio Management	Typical 60	180	3	6
Mullaney Keating & Wright Inc	Typical 60	180	3	3
Washburn Capital Management Inc.	Typical 60	180	3	3
Sullivan Financial, LLC	Typical 61	121	2	4
Amherst Financial Group, LLC	Typical 61	182	3	3
Oak Wealth Advisors LLC	Typical 61	182	3	7
Southport Station Financial Management, LLC	Typical 61	182	3	3
4J Wealth Management, LLC	Typical 61	243	4	4
Crossgate Wealth Advisors, LLC	Typical 61	183	3	6
Oak Financial Group Inc	Typical 61	122	2	4
Cannon Beach Financial Advisors	Typical 61	122	2	2
Good Harbor Advisors, Inc.	Typical 61	245	4	4
Lowery Thomas, LLC	Typical 61	184	3	6
Banyan Global Investment Advisors, LLC	Typical 62	123	2	4
SFM, LLC	Typical 62	247	4	6
Mount Vernon Associates Inc	Typical 62	62	1	3
Cutler Capital Management	Typical 62	124	2	9
Hillcrest Wealth Advisors - NY, LLC	Typical 62	62	1	2
Davis, Davis and Conover Wealth Management, LLC	Typical 62	186	3	3
Halbert Wealth Management, Inc	Typical 62	249	4	5
Fullcircle Wealth LLC	Typical 62	187	3	3
The Nestegg Group, Inc.	Typical 62	187	3	3
Abundant Wealth Management LLC	Typical 62	187	3	4
Infinity Wealth Counsel, LLC	Typical 63	125	2	4
Retirement Wealth Solutions LLC	Typical 63	188	3	4
Carlin Wealth Management Group, LLC	Typical 63	189	3	4
Tandem Investment Partners, LLC	High 64	191	3	4
Flying Point Financial, Inc.	High 64	191	3	4
Richardson Financial Services	High 64	192	3	6
Barron Financial Group, LLP	High 64	192	3	3
Agilis Investment Management LLC	High 65	194	3	4
Grange Capital, LLC	High 65	259	4	6
Williams Financial, LLC	High 65	261	4	7
Altura Wealth Advisors	High 65	261	4	6
Nefpg	High 65	196	3	6
Silverberg Bernstein Capital Management	High 66	131	2	3
Robbins Farley LLC	High 66	263	4	5
Briggs Wealth Management, Inc.	High 66	132	2	6
Lake Road Advisors, LLC	High 66	132	2	2
Cote Financial Management	High 66	132	2	3
Asset Planning Corporation	High 66	132	2	5
Montcalm TCR LLC	High 66	132	2	4
Fithian LLC	High 66	66	1	6
Darden Wealth Group	High 66	264	4	5
TSW Wealth Management	High 66	132	2	5
Dumaine Investments LLC	High 67	133	2	4
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
TL Private Wealth	High 67	269	4	4
TandemGrowth Financial Advisors, LLC	High 67	202	3	4
Odiorne Point Asset Management, LLC	High 67	202	3	3
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
Haddonfield Financial Planning LLC	High 68	203	3	3
Quarry Hill Advisors	High 68	203	3	5
RossJohnson & Associates, LLC	High 68	272	4	4
Elmwood Wealth Management	High 68	204	3	6
Financial Asset Management Corp	High 68	204	3	3
WJ Financial Advisors, LLC	High 68	272	4	4
First Wilshire Securities Management, Inc.	High 69	275	4	9
Polaris Investment Advisors, LLC	High 69	138	2	4
Granite Value Capital, LLC	High 69	69	1	3
Conscious Capital Wealth Management, LLC	High 69	207	3	5
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
Tableaux Wealth	High 70	209	3	6
Relevance Capital Management	High 70	279	4	5
Palatine Hill Wealth Management	High 70	279	4	5
Luminvest Wealth Management LLC	High 70	140	2	5
Frank Financial Advisors	High 70	140	2	2
Marks Wealth Management	High 71	283	4	5
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Cedar Spring Advisors, LLC	High 71	284	4	4
Investable Wealth, LLC	High 72	143	2	2
Legend Financial Advisors Inc	High 72	215	3	11
Salem Advisory Group LLC	High 72	288	4	4
Ares Financial Consulting LLC	High 72	289	4	5
Russell Capital Management, LLC	High 72	289	4	4
Aventus Investment Advisors, Inc.	High 73	145	2	3
Sightline Wealth Advisors, LLC	High 73	290	4	5
Malaga Cove Capital, LLC	High 73	218	3	4
Dunham Lane Capital Partners LLC	High 73	146	2	2
Torrey Growth & Income Advisors, LLC	High 73	293	4	5
Marathon Mission, Inc.	High 74	222	3	3
Storms & Rowdon Financial Services, Inc.	High 74	222	3	4
Copperleaf Capital, LLC	High 74	297	4	7
Topel & Distasi Wealth Management, LLC	High 74	223	3	3
Keystone Financial Services	High 75	298	4	4
Keating Investment Counselors Inc	High 75	150	2	3
Enduring Wealth Advisors	High 75	225	3	4
Pavion Blue Capital, LLC	High 75	150	2	4
The William Allan Corporation	High 75	226	3	12
Grand Central Investment Group, LLC	High 76	227	3	5
Forness Financial LLC	High 76	227	3	3
Davidson Wealth Management LLC	High 76	228	3	5
Twinleaf Financial Advisors	High 76	76	1	3
Bontempo Ohly Capital Management, LLC	High 77	153	2	6
Tealwood Asset Management	High 77	230	3	7
Atlantic Wealth Partners, LLC	High 77	307	4	4
Inman Financial Services, Inc.	High 78	234	3	5
Rightwealth Advisors, LLC	High 78	234	3	4
IQVestment, LLC	High 78	235	3	5
Three Bearings Fiduciary Advisors, Inc.	High 79	157	2	4
Cohen Investment Advisors, LLC	High 79	237	3	7
Hurley Capital, LLC	High 79	158	2	4
Dynamic Trading Management, LLC.	High 79	79	1	3
NestEgg Advisors, Inc.	High 79	237	3	5
Main Line Retirement Advisors, LLC	High 79	158	2	3
American Wealth Protection Financial, LLC	High 80	159	2	2
New England Schooner, Inc.	High 80	320	4	4
Code Waechter LLC	High 81	322	4	9
Investable	High 81	81	1	4
Prosperity Advisory Group LLC	High 81	244	3	5
High Pines Wealth Management LLC	High 82	163	2	5
WMGNA	High 82	326	4	9
BridgeLight Financial Advisors, Inc	High 82	246	3	3
GEN Financial Management Inc.	High 82	246	3	3
Merrimack Valley Financial Advisors, Inc.	High 82	246	3	3
Runey & Associates Wealth Management	High 83	165	2	3
Exchange Place Advisors, LLC	High 83	248	3	3
Corrado Advisors, LLC	High 84	337	4	9
ECON Wealth Management	High 84	337	4	7
Guerra Pan Advisors, LLC	High 85	85	1	2
M3 Advisory Group, LLC	High 85	341	4	5
Opulen Financial Group, LLC	High 86	172	2	2
NorthLanding Financial Partners, LLC	High 86	172	2	2
TradeWinds Wealth Management	High 87	260	3	4
The Clifford Group LLC	High 87	261	3	6
Forteris Wealth Management, Inc.	High 88	175	2	3
Lincoln Capital Corporation	High 88	265	3	6
Meridian Financial, LLC	High 89	177	2	5
Nerad + Deppe Wealth Management	High 89	177	2	2
Invested Advisors	High 89	266	3	5
Sequoia Wealth Management Group	High 89	89	1	3
Novus Advisors	High 89	267	3	5
Snider Advisors	High 89	357	4	4
Omc Financial Services Ltd	High 90	269	3	7
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
Cohesion Wealth Management, LLC	High 91	364	4	5
U.S. Boston Capital Corporation	High 92	92	1	5
Beacon Capital Advisory Group	High 92	184	2	4
Magnolia Financial Planning Services, Inc.	High 92	276	3	4
St. Nicholas Private Asset Management, Inc.	High 92	92	1	3
Aurora Investment Managers, LLC	High 93	185	2	4
Applewhite & Buys Financial Advisors	High 93	185	2	2
Korving & Company LLC	High 93	278	3	3
Sarver Vrooman Wealth Advisors LLC	High 93	371	4	5
Integrity Wealth Solutions LLC	High 93	186	2	2
Global Financial Advisory Services, Inc.	High 93	280	3	3
Blue Point Financial, Inc.	High 94	187	2	3
MKT Advisors LLC	High 94	374	4	6
Waterstone Financial Advisory LLC	High 95	285	3	5
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
Hippocratic Financial Advisors	High 96	382	4	29
Perennial Advisors Group, LLC	High 96	191	2	4
Birch Financial Group	High 96	192	2	2
VCP Financial LLC	High 96	385	4	5
Athena Investment Management	High 97	97	1	5
The Ivy League Advisory Group, LLC	High 97	194	2	2
Eagle Financial Strategies	High 98	294	3	6
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
Law & Associates Inc	High 99	297	3	6
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
SFI Advisors, LLC	High 101	304	3	12
Logan Park Wealth Management	High 102	408	4	6
Sage Investment Advisers LLC	High 102	307	3	5
Bouvel Investment Partners, LLC	High 103	206	2	4
Hickory Wealth Management, LLC	High 105	209	2	4
Proctor Financial	High 105	210	2	5
Lumbard & Kellner, LLC	Very High 105	316	3	4
Ulland Investment Advisors, LLC	Very High 106	211	2	5
Pelkonen and Associates LLC	Very High 106	317	3	4
Wealth Pro Advisors, Inc.	Very High 106	212	2	6
Strategic Wealth Partners LLC	Very High 106	212	2	4
Ouellette Wealth Advisory LLC	Very High 107	213	2	7
Finer Wealth Management, Inc.	Very High 107	213	2	7
Advisory Resource Group, LLC	Very High 107	320	3	4
Fifr	Very High 107	214	2	2
Saperston Legacy Advisors, Inc.	Very High 107	429	4	5
Heritage Wealth Management	Very High 108	215	2	2
American Retirement & Investment Strategies, LLC	Very High 108	215	2	2
Trueblood Wealth Management, LLC	Very High 108	323	3	3
Sara-Bay Financial Corp.	Very High 108	324	3	5
Private Client Group Asset Management	Very High 109	109	1	5
Bentham Wealth Advisors	Very High 109	218	2	2
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
Chronos Wealth Management, L.L.C.	Very High 111	221	2	3
Turner Capital Investments, LLC	Very High 111	333	3	4
Sawyer & Co Inc	Very High 112	223	2	4
Weybosset Research & Management, LLC	Very High 112	224	2	3
Broadlake Financial Management	Very High 113	451	4	5
Carnegie Wealth Management, LLC	Very High 113	226	2	6
Sun Group Wealth Partners LLC	Very High 114	341	3	7
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Capital Wealth Alliance, LLC	Very High 116	348	3	5
Milne Financial Planning, Inc.	Very High 116	116	1	3
Gallagher Wealth Management	Very High 117	117	1	4
Slocum, Gordon & Co. LLP	Very High 117	117	1	5
WPM Wealth Advisors LLC	Very High 118	353	3	3
Oaktrust Wealth Advisors, LLC	Very High 118	236	2	3
Private Financial Counseling	Very High 118	236	2	10
SkyOak Capital, Inc.	Very High 118	236	2	5
Aim Capital	Very High 118	236	2	2
Tonge Investments	Very High 118	236	2	2
Asset Strategy Retirement Plan Consultants, LLC	Very High 119	237	2	5
Warther Private Wealth	Very High 119	237	2	9
Howard Wealth Management, LLC	Very High 119	237	2	2
Carbahal Olsen Financial Services Group LLC	Very High 119	237	2	3
The David J. Yvars Group Inc.	Very High 119	476	4	6
Roxbury Financial	Very High 120	239	2	3
Cape Ann Capital, Inc.	Very High 120	240	2	2
Warnke/Nichols Ltd.	Very High 121	241	2	2
Pursuit Wealth Strategies, LLC	Very High 121	483	4	7
Leap Wealth Management	Very High 121	363	3	5
Florin Pensions LLC	Very High 121	485	4	5
True North Retirement Advisors, LLC	Very High 122	365	3	7
Investment Managers Group, LLC	Very High 122	244	2	2
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
Taylor Financial Group, Inc.	Very High 125	498	4	6
Bennington Financial Planning Group	Very High 125	376	3	3
Physician Family Financial Advisors Inc	Very High 125	376	3	4
Kapstone Financial Advisors LLC	Very High 127	508	4	5
Lighthouse Capital, LLC	Very High 127	127	1	3
Alcyon Wealth Partners	Very High 128	383	3	5
Tate Private Wealth Advisers	Very High 128	128	1	4
Steinberganna Wealth Management LLC	Very High 130	259	2	3
RM Financial Services, LLC	Very High 130	390	3	4
Jericho Financial	Very High 130	390	3	3
Dorman Financial Management, P.A.	Very High 131	262	2	2
The Pines Wealth Management, LLC	Very High 131	262	2	4
Godfrey Financial Associates, Inc.	Very High 132	395	3	3
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
Landmark Wealth Advisors, LLC	Very High 133	266	2	2
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Advisifi LLC	Very High 133	133	1	6
Agemy Wealth Advisors, LLC	Very High 135	404	3	6
Financial Solutions Associates	Very High 135	270	2	2
LDN Wealth, LLC	Very High 136	271	2	5
Great River Financial	Very High 136	136	1	4
Brisbois Capital Management LLC	Very High 138	138	1	5
AJ Advisors	Very High 138	414	3	5
Gilbert Capital Group	Very High 139	139	1	3
Snavely Associates Financial Services	Very High 140	279	2	2
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Eliot Rose Wealth Management, LLC	Very High 141	141	1	4
Summit Wealth Group, LLC	Very High 141	282	2	8
BIG Investment Services	Very High 142	569	4	8
Mariaca Wealth Management, LLC	Very High 143	285	2	6
Callahan Wealth Advisory	Very High 143	285	2	4
Avail Investment Partners, LLC	Very High 143	143	1	8
Needham Advisory Corporation	Very High 143	143	1	5
Candace Shira Associates, LLC	Very High 144	431	3	4
Stirling Financial Group	Very High 144	288	2	2
Five Corners Financial Services	Very High 145	290	2	3
Grove Street Fiduciary, LLC	Very High 146	292	2	4
Thames Financial Management	Very High 146	292	2	2
Portland Private Wealth Management, Inc.	Very High 146	439	3	5
Kanani Advisory Group Inc.	Very High 147	589	4	8
Arrian Investments, Inc.	Very High 147	442	3	5
Atlas Wealth Partners LLC	Very High 149	297	2	3
Flagship Private Wealth	Very High 149	597	4	4
Sippican Capital Advisors	Very High 150	150	1	5
Timmons Wealth Management	Very High 150	150	1	3
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Craig Duvarney, Cfp	Very High 152	152	1	1
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
Stage 2 Planning Partners LLC	Very High 153	306	2	2
Cosner Financial Group, LLC	Very High 154	614	4	5
Olde Wealth Management, LLC	Very High 157	313	2	3
Broadway Advisor Group	Very High 158	315	2	4
Sherpa Capital Management	Very High 158	158	1	3
Moulton Wealth Management, Inc	Very High 159	477	3	5
RheeCo, Inc.	Very High 159	318	2	4
SharpePoint, LLC	Very High 160	479	3	5
Kleinfelder Capital, Inc.	Very High 160	481	3	5
Brendel Financial Advisors LLC	Very High 161	321	2	4
Massachusetts Wealth Management, LLC	Very High 162	324	2	3
Lakeshore Financial Planning Inc.	Very High 164	491	3	5
Pacific Capital Associates	Very High 166	497	3	6
Legacy Wealth Management Inc.	Very High 166	665	4	10
Sterling Capital Management Inc	Very High 167	333	2	3
Wadsworth & Daulaire Financial Planners	Very High 167	500	3	3
Straight Forward Wealth Management, LLC	Very High 170	339	2	2
FSC Wealth Advisors, LLC	Very High 172	686	4	5
First Financial Advisory Services Inc	Very High 172	516	3	7
Cultivar Capital, Inc.	Very High 173	345	2	3
Hall Capital Management Company, Inc.	Very High 173	519	3	9
Kraematon Investment Advisors, Inc.	Very High 173	173	1	2
APEX Investment Group	Very High 173	519	3	6
Cutter Financial Group LLC	Very High 173	520	3	6
Antoine Williams & Associates Wealth Management, LLC	Very High 175	349	2	3
Abound Financial	Very High 175	525	3	3
Read & Powell Financial Services, LLC	Very High 176	529	3	3
Evergreen Wealth Partners LLC	Very High 177	708	4	9
Wealth Forward, LLC	Very High 178	355	2	2
January Capital Advisors LLC	Very High 180	180	1	4
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
Greystone Financial Group, LLC	Very High 189	566	3	8
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Financial Concepts Unlimited, Inc.	Very High 191	191	1	3
Miller Financial Services LLC	Very High 191	574	3	3
Spyrnal Financial Group	Very High 194	387	2	4
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Farrow Financial Inc	Very High 194	194	1	4
Mueller Wealth	Very High 194	388	2	5
Leicht Financial Planning and Wealth Management	Very High 194	194	1	5
Schuchard Capital Management Inc	Very High 195	195	1	2
Graney & King, LLC	Very High 198	791	4	4
Axiom Investment Management LLC	Very High 201	201	1	10
Kirtland Financial Management, Inc.	Very High 201	201	1	3
Bishop & Company Investment Management, LLC	Very High 204	204	1	3
Cornerstone Alternatives	Very High 205	410	2	6
Markin Asset Management, LP	Very High 206	412	2	3
Milagre Wealth Management, Inc.	Very High 207	414	2	4
Owen LaRue Financial Group	Very High 210	840	4	7
Summit Planning Group, Inc.	Very High 210	210	1	4
Hepworth Equity Partners, LLC	Very High 211	421	2	2
Joseph P. Lucia & Associates, LLC	Very High 221	662	3	5
Camelot Portfolios, LLC	Very High 221	662	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Tax & Investment Advisors	Very High 228	228	1	3
HF Advisory Group, LLC	Very High 230	460	2	6
Maxele Advisors, LLC	Very High 234	234	1	3
Capital Wealth Investments	Very High 235	469	2	3
Rothwell Investment Advisors	Very High 236	707	3	5
Werner Financial	Very High 236	472	2	5
Bucket List Wealth Management, LLC	Very High 240	480	2	2
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Socha Financial Group, LLC	Very High 245	734	3	6
NBW Capital LLC	Very High 252	0	1	3
Retirement Planning Group, LLC	Very High 261	1,043	4	8
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Lenk Ladner Investment Solutions LLC	Very High 270	270	1	3
Genesee Capital Advisors, LLC	Very High 272	544	2	4
Successful Money Strategies Inc	Very High 273	273	1	3
Portfolio Wealth Advisors	Very High 283	283	1	3
The Capital Group Fiduciary Advisors, LLC	Very High 283	283	1	3
Ironwood Investment Management, LLC	Very High 288	288	1	8
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Fisher & Wiens Wealth Management, LLC	Very High 300	300	1	1
Tower Wealth Partners	Very High 307	920	3	9
Elevation Capital Advisory	Very High 316	631	2	8
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
Rochester Financial Services	Very High 320	320	1	1
The Dowling Group Wealth Management	Very High 321	321	1	3
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Lonestar Registered Investment Advisors, PLLC	Very High 326	978	3	9
Sector Analysts LLC	Very High 339	677	2	4
Financial Management Associates, LLC	Very High 343	343	1	3
GreenPortfolio Inc.	Very High 346	346	1	6
Costello Asset Management, Inc.	Very High 356	356	1	3
Kensington Financial Group, Inc.	Very High 382	763	2	2
Smith Asset Management Co., LLC	Very High 383	765	2	7
MFP Financial Services, LLC	Very High 428	1,284	3	5
Toomey Investment Management, Inc	Very High 430	1,291	3	3
Cooper Financial Services, Inc.	Very High 445	1,335	3	3
WJ Wealth Management	Very High 454	907	2	6
Hardin Capital Partners, LLC	Very High 504	504	1	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
ADG Wealth Management Group, LLC	Very High 555	555	1	4
Meixler Investment Management, Ltd.	Very High 561	561	1	1
Diversified Resources, LLC	Very High 640	640	1	6
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2

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