Clients per advisor for Supported firms serving clients in North Carolina

In North Carolina, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 719 firms operating in this category, the median clients per advisor is 78, well above the national median of 47. This suggests that advisors in North Carolina often manage larger client loads, likely reflecting more structured and scalable service models. Clients seeking highly personalized attention might find fewer options in this environment, while those comfortable with efficient, process-driven approaches may benefit from the broader client reach these advisors maintain. This dynamic highlights a balance between service scale and client experience unique to the state.

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
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
Linkside Financial LLC logo Linkside Financial LLC
Very Low 1
5
4
5
C2 Investment Group logo C2 Investment Group
Very Low 2
6
3
4
Thomas Smith And Associates, Inc. logo Thomas Smith And Associates, Inc.
Very Low 3
5
2
2
Three Phases Wealth Advisors LLC logo Three Phases Wealth Advisors LLC
Very Low 3
8
3
3
Storgate, LLC logo Storgate, LLC
Very Low 3
6
2
6
2pifinancial Corp. logo 2pifinancial Corp.
Very Low 5
9
2
2
Hammerhead Financial Strategies, LLC logo Hammerhead Financial Strategies, LLC
Very Low 5
10
2
2
Fleetstar Financial logo Fleetstar Financial
Very Low 6
6
1
5
Noorvest logo Noorvest
Very Low 6
12
2
2
EQV Advisory, LLC logo EQV Advisory, LLC
Very Low 6
18
3
6
Vilga Financial Planning LLC logo Vilga Financial Planning LLC
Very Low 6
19
3
3
DP Grow LLC logo DP Grow LLC
Very Low 7
14
2
4
Sharper Image Financial Services, LLC logo Sharper Image Financial Services, LLC
Very Low 7
14
2
2
Bolin Creek Wealth Advisors LLC logo Bolin Creek Wealth Advisors LLC
Very Low 8
16
2
2
Zulu Dreams Capital LLC logo Zulu Dreams Capital LLC
Very Low 8
16
2
3
Cary Financial Planning, LLC
Very Low 8
24
3
3
Sycamore Financial Planning, LLC logo Sycamore Financial Planning, LLC
Very Low 9
26
3
5
GT Investment Management, LLC logo GT Investment Management, LLC
Very Low 9
35
4
4
TrustStone Wealth Partners, LLC
Very Low 9
18
2
2
Raymond Capital Advisors, LLC logo Raymond Capital Advisors, LLC
Very Low 9
18
2
2
Dunvegan Associates Inc logo Dunvegan Associates Inc
Very Low 9
18
2
2
Belmont Private Wealth logo Belmont Private Wealth
Very Low 10
29
3
3
Wealthmind Financial Planning logo Wealthmind Financial Planning
Very Low 10
10
1
4
Zak Investment Management Company, LLC logo Zak Investment Management Company, LLC
Very Low 10
20
2
2
RPO Wealth Partners LLC logo RPO Wealth Partners LLC
Very Low 10
20
2
2
Boundary Street Partners LP
Very Low 10
20
2
2
HIP Investor, Inc. logo HIP Investor, Inc.
Very Low 10
31
3
4
Envest Advisors, LLC logo Envest Advisors, LLC
Very Low 11
32
3
3
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Ascendant Capital Research, Ltd.
Very Low 11
22
2
2
Shining Rock Advisors LLC logo Shining Rock Advisors LLC
Very Low 13
25
2
2
Malatai Capital LLC logo Malatai Capital LLC
Very Low 13
38
3
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
District Capital Management, LLC logo District Capital Management, LLC
Very Low 13
40
3
5
Cantata Wealth Management, LLC logo Cantata Wealth Management, LLC
Very Low 14
27
2
4
DeLeon Wealth LLC logo DeLeon Wealth LLC
Very Low 14
27
2
2
Canopus Wealth Management logo Canopus Wealth Management
Very Low 14
42
3
3
Elbert Financial Consulting, Inc.
Very Low 15
30
2
4
Dyer & Company, L.L.C. logo Dyer & Company, L.L.C.
Very Low 15
30
2
2
Grand Street Capital Management, L.L.C. logo Grand Street Capital Management, L.L.C.
Very Low 16
31
2
2
Fierce Financial Group LLC logo Fierce Financial Group LLC
Very Low 16
31
2
2
7PW Wealth, LLC logo 7PW Wealth, LLC
Very Low 16
47
3
4
McMillan Analysis Corporation logo McMillan Analysis Corporation
Very Low 16
48
3
9
Inspired Financial Planners logo Inspired Financial Planners
Very Low 16
32
2
3
The World Changers Investments, LLC
Very Low 16
32
2
2
Gulfstream Capital logo Gulfstream Capital
Very Low 17
66
4
4
Investors Mosaic logo Investors Mosaic
Very Low 17
33
2
2
Apricity Financial, LLC logo Apricity Financial, LLC
Very Low 17
67
4
6
Ajax Capital Advisors, Inc. logo Ajax Capital Advisors, Inc.
Very Low 17
67
4
4
Atlas Financial Advisors, LLC logo Atlas Financial Advisors, LLC
Very Low 17
67
4
5
Sanctuary Financial Planning, LLC logo Sanctuary Financial Planning, LLC
Very Low 17
51
3
3
Great Plans Capital Management, LLC logo Great Plans Capital Management, LLC
Very Low 17
34
2
2
Echelons Capital, LLC logo Echelons Capital, LLC
Very Low 17
34
2
2
Tilly, Inc. logo Tilly, Inc.
Very Low 18
35
2
2
New River Investments
Very Low 18
53
3
3
Pathfinder Planning LLC logo Pathfinder Planning LLC
Very Low 18
53
3
3
TARA Wealth logo TARA Wealth
Very Low 18
36
2
2
Spark Asset Management Group logo Spark Asset Management Group
Very Low 19
37
2
2
Hayden Harper Wealth Advisory, LLC logo Hayden Harper Wealth Advisory, LLC
Very Low 19
76
4
7
Nexus Capital Inc logo Nexus Capital Inc
Very Low 19
57
3
3
Kris Lewicki & Associates, LLC logo Kris Lewicki & Associates, LLC
Very Low 19
58
3
3
Re Envision Wealth logo Re Envision Wealth
Very Low 20
78
4
5
Diamant Asset Management, Inc. logo Diamant Asset Management, Inc.
Very Low 20
59
3
3
Theory Planning Partners logo Theory Planning Partners
Very Low 20
59
3
4
Lexington Financial/Life Management, LLC logo Lexington Financial/Life Management, LLC
Very Low 21
41
2
6
Wake Wealth Management Co. logo Wake Wealth Management Co.
Very Low 21
41
2
2
Capco Asset Management, LLC logo Capco Asset Management, LLC
Very Low 21
82
4
5
Axiom Private Wealth, LLC logo Axiom Private Wealth, LLC
Very Low 21
41
2
2
Sorfis Investments, LLC logo Sorfis Investments, LLC
Very Low 21
41
2
3
Long Family Office logo Long Family Office
Very Low 21
42
2
4
USA Asset Management, LLC logo USA Asset Management, LLC
Very Low 21
42
2
3
Life, Inc. Retirement Services logo Life, Inc. Retirement Services
Low 22
89
4
8
Legend Private Wealth, LLC logo Legend Private Wealth, LLC
Low 23
45
2
2
Marchand Faries Financial Management, Inc. logo Marchand Faries Financial Management, Inc.
Low 23
90
4
4
Upstart Wealth Management, LLC logo Upstart Wealth Management, LLC
Low 23
91
4
4
Buie Investment Advisors, LLC logo Buie Investment Advisors, LLC
Low 23
46
2
2
Arimathea logo Arimathea
Low 23
23
1
5
Dorfman Value Investments LLC logo Dorfman Value Investments LLC
Low 23
46
2
2
Moran Tice Capital Management LLC
Low 24
47
2
2
Luminary Wealth logo Luminary Wealth
Low 24
71
3
3
Tackett Wealth Management, LLC logo Tackett Wealth Management, LLC
Low 24
48
2
3
Wold Financial Group logo Wold Financial Group
Low 24
72
3
3
Miner Wealth Management logo Miner Wealth Management
Low 24
48
2
2
Inkwell Capital logo Inkwell Capital
Low 25
49
2
2
Fern Financial Group, LLC logo Fern Financial Group, LLC
Low 26
77
3
3
Meddent Solutions logo Meddent Solutions
Low 26
26
1
5
Gouws Capital LLC logo Gouws Capital LLC
Low 26
52
2
3
Fiduciary Organization, LLC logo Fiduciary Organization, LLC
Low 26
79
3
3
Dean Dorton Wealth Management, LLC logo Dean Dorton Wealth Management, LLC
Low 26
79
3
3
Sterling Wealth Advisors, Inc. logo Sterling Wealth Advisors, Inc.
Low 27
80
3
7
Masters Tax and Financial Planning LLC logo Masters Tax and Financial Planning LLC
Low 27
54
2
2
Aspentree Capital Corporation
Low 27
27
1
5
Ark Royal Wealth Management LLC logo Ark Royal Wealth Management LLC
Low 27
81
3
4
Fortitude Financial Planning LLC logo Fortitude Financial Planning LLC
Low 27
54
2
2
Incline Investment Advisors, LLC logo Incline Investment Advisors, LLC
Low 28
110
4
5
The Goodland Group logo The Goodland Group
Low 28
110
4
4
Bloomwood logo Bloomwood
Low 28
28
1
3
Elevated Private Wealth logo Elevated Private Wealth
Low 28
112
4
4
Liberated Investor Advisors, LLC logo Liberated Investor Advisors, LLC
Low 28
56
2
2
Fryar Financial logo Fryar Financial
Low 28
56
2
2
Tax Efficient Asset Management Solution, Inc. logo Tax Efficient Asset Management Solution, Inc.
Low 29
57
2
5
Trio Wealth Management, LLC logo Trio Wealth Management, LLC
Low 29
86
3
4
Broyhill Asset Management, LLC logo Broyhill Asset Management, LLC
Low 29
87
3
6
Red Reef Advisors LLC logo Red Reef Advisors LLC
Low 29
87
3
3
Latitude Investment Group logo Latitude Investment Group
Low 29
87
3
3
Brooks Financial Advisory Group, Inc. logo Brooks Financial Advisory Group, Inc.
Low 29
58
2
2
Lewis Financial Management, LLC logo Lewis Financial Management, LLC
Low 29
88
3
3
Piedmont Capital Management, LLC logo Piedmont Capital Management, LLC
Low 29
88
3
24
Vision Capital & Management logo Vision Capital & Management
Low 30
59
2
5
Circa Capital, LLC logo Circa Capital, LLC
Low 30
59
2
2
Respire Wealth Management, LLC logo Respire Wealth Management, LLC
Low 30
59
2
2
Shepherd Wealth Partners logo Shepherd Wealth Partners
Low 30
90
3
3
Professional Wealth Management Services LLC logo Professional Wealth Management Services LLC
Low 30
60
2
3
Trillium Square Advisors LLC logo Trillium Square Advisors LLC
Low 31
61
2
4
IronBridge Wealth Counsel, LLC logo IronBridge Wealth Counsel, LLC
Low 31
31
1
3
Hollingsworth Avent Averre & Purvis, PA logo Hollingsworth Avent Averre & Purvis, PA
Low 31
94
3
3
Colarion logo Colarion
Low 32
95
3
3
Hanover Square Wealth Advisors LLC logo Hanover Square Wealth Advisors LLC
Low 32
95
3
3
Semper Financial
Low 32
64
2
2
Keen Capital, Ltd logo Keen Capital, Ltd
Low 32
96
3
11
ABW, LLC
Low 32
64
2
2
CS Advisors Inc. logo CS Advisors Inc.
Low 32
97
3
3
Capital Endurance Group, Inc logo Capital Endurance Group, Inc
Low 33
65
2
3
Finwell, Inc. logo Finwell, Inc.
Low 33
130
4
4
TRG Capital Management, Inc. logo TRG Capital Management, Inc.
Low 33
132
4
5
Great Path Planning logo Great Path Planning
Low 33
66
2
3
Tenon Financial logo Tenon Financial
Low 33
99
3
3
EDK Advisory logo EDK Advisory
Low 33
33
1
3
Telos Wealth Advisors logo Telos Wealth Advisors
Low 33
100
3
8
Atala Financial Inc logo Atala Financial Inc
Low 34
67
2
3
Integrated Wealthcare, LLC logo Integrated Wealthcare, LLC
Low 34
135
4
11
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Bluestar Wealth Management
Low 34
68
2
2
Five Mile River Investment Management, LLC logo Five Mile River Investment Management, LLC
Low 34
103
3
4
Amphora Wealth Management, LLC logo Amphora Wealth Management, LLC
Low 34
103
3
3
Nich Capital Partners, Inc. logo Nich Capital Partners, Inc.
Low 35
69
2
2
Adolos Asset Management logo Adolos Asset Management
Low 35
35
1
6
Millennium Planning Group, LLC logo Millennium Planning Group, LLC
Low 35
105
3
3
Beacon Financial Strategies Corp. logo Beacon Financial Strategies Corp.
Low 35
140
4
7
Tactical Investment Advisors, LLC logo Tactical Investment Advisors, LLC
Low 35
106
3
3
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Brock Hill Wealth Management logo Brock Hill Wealth Management
Low 36
71
2
2
Westhampton Capital logo Westhampton Capital
Low 36
142
4
4
Iron River Capital LLC logo Iron River Capital LLC
Low 36
142
4
5
Clearview Wealth Management logo Clearview Wealth Management
Low 36
144
4
4
Northstar Capital Advisors LLC logo Northstar Capital Advisors LLC
Low 36
72
2
2
Reichard Capital, LLC
Low 36
109
3
4
South Atlantic Capital Management Group, Inc. logo South Atlantic Capital Management Group, Inc.
Low 37
73
2
2
ARIS Capital Strategies, LLC logo ARIS Capital Strategies, LLC
Low 37
73
2
2
Stone Legacy Capital LLC logo Stone Legacy Capital LLC
Low 37
73
2
2
Northwest Criterion Asset Management, L.L.C. logo Northwest Criterion Asset Management, L.L.C.
Low 37
74
2
3
Kingdom Capital Advisors, LLC logo Kingdom Capital Advisors, LLC
Low 37
74
2
2
15 Equity logo 15 Equity
Low 37
112
3
7
Eden Capital Management, LLC logo Eden Capital Management, LLC
Low 37
112
3
3
Centerpiece Wealth Advisor logo Centerpiece Wealth Advisor
Low 38
75
2
2
Paradigm Money Management, LLC logo Paradigm Money Management, LLC
Low 38
150
4
4
Sagevest Wealth Management logo Sagevest Wealth Management
Low 38
150
4
6
Doxa Capital, LLC logo Doxa Capital, LLC
Low 38
75
2
2
Datalign logo Datalign
Low 38
38
1
20
Tagstone Capital, Inc. logo Tagstone Capital, Inc.
Low 38
38
1
1
30-40 Wealth Partners logo 30-40 Wealth Partners
Low 38
38
1
3
Alpha Advisors, LLC logo Alpha Advisors, LLC
Low 38
115
3
4
Mollot & Hardy, Inc. logo Mollot & Hardy, Inc.
Low 39
77
2
2
Passport Wealth Management logo Passport Wealth Management
Low 39
77
2
3
Barnett & Co Inc logo Barnett & Co Inc
Low 39
116
3
5
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Low 39
117
3
3
DecisionMap Wealth Management, LLC logo DecisionMap Wealth Management, LLC
Low 40
159
4
5
Provident Wealth Management logo Provident Wealth Management
Low 40
120
3
3
Guardian Rock Wealth Investment Management, Inc. logo Guardian Rock Wealth Investment Management, Inc.
Low 40
80
2
3
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Low 40
120
3
3
The Wealth Conservatory logo The Wealth Conservatory
Typical 40
121
3
4
Lifestyle Freedom Advisory Group, LLC logo Lifestyle Freedom Advisory Group, LLC
Typical 41
162
4
5
Bryant & Brannock, LLC logo Bryant & Brannock, LLC
Typical 41
122
3
3
Minerva Planning Group logo Minerva Planning Group
Typical 41
122
3
5
Lyon Wealth Advisors
Typical 41
123
3
3
Dolan Capital Advisors, LLC logo Dolan Capital Advisors, LLC
Typical 42
83
2
4
TRICAPITAL Wealth Management, Inc. logo TRICAPITAL Wealth Management, Inc.
Typical 42
125
3
3
Concorde Investment Management logo Concorde Investment Management
Typical 42
125
3
6
Synergy FG logo Synergy FG
Typical 42
126
3
7
Southern Capital Management Corporation logo Southern Capital Management Corporation
Typical 43
85
2
2
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Typical 43
130
3
5
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Counterweight Private Wealth logo Counterweight Private Wealth
Typical 44
87
2
3
Frazier Financial Consultants, LLC logo Frazier Financial Consultants, LLC
Typical 44
87
2
3
Capital Squared Financial LLC logo Capital Squared Financial LLC
Typical 44
87
2
3
Carroll Investors, Inc.
Typical 44
88
2
3
Compass Investments LLC logo Compass Investments LLC
Typical 44
176
4
5
Unconventional Investor, LLC logo Unconventional Investor, LLC
Typical 44
88
2
2
Tidal Creek Capital Advisors logo Tidal Creek Capital Advisors
Typical 44
177
4
4
Cassia Capital Partners LLC logo Cassia Capital Partners LLC
Typical 45
178
4
5
Realm Investment Consulting LLC logo Realm Investment Consulting LLC
Typical 45
90
2
2
Portus Wealth Advisors, LLC logo Portus Wealth Advisors, LLC
Typical 45
135
3
4
Vista Investment Management, LLC logo Vista Investment Management, LLC
Typical 45
180
4
4
Argo Wealth Advisory, LLC logo Argo Wealth Advisory, LLC
Typical 45
90
2
2
Riverbend Wealth Management, LLC logo Riverbend Wealth Management, LLC
Typical 45
181
4
8
Objectivity Squared Wealth Management logo Objectivity Squared Wealth Management
Typical 45
181
4
6
BrightPath Wealth Advisors LLC logo BrightPath Wealth Advisors LLC
Typical 46
182
4
4
The Financial Planning Co. logo The Financial Planning Co.
Typical 46
91
2
2
Investor Advisory Group logo Investor Advisory Group
Typical 46
183
4
4
Wyze Wealth Advisors, LLC logo Wyze Wealth Advisors, LLC
Typical 46
138
3
5
MRP Capital Investments, LLC logo MRP Capital Investments, LLC
Typical 46
138
3
5
Shrier Associates, LLC logo Shrier Associates, LLC
Typical 46
138
3
3
Accruent Wealth Advisors logo Accruent Wealth Advisors
Typical 46
138
3
3
SpraKer West Wealth Management, Inc logo SpraKer West Wealth Management, Inc
Typical 46
138
3
6
Signet Investment Advisory Group, Inc. logo Signet Investment Advisory Group, Inc.
Typical 46
185
4
9
The Scott S. James Company logo The Scott S. James Company
Typical 46
139
3
3
Timonier logo Timonier
Typical 47
186
4
8
CEF Advisors logo CEF Advisors
Typical 47
93
2
5
Level Wealth Management LLC logo Level Wealth Management LLC
Typical 47
94
2
3
Phase Line Capital, LLC logo Phase Line Capital, LLC
Typical 47
141
3
3
Iconoclastic Capital Management LLC logo Iconoclastic Capital Management LLC
Typical 47
141
3
5
Talisman Wealth Advisors, LLC logo Talisman Wealth Advisors, LLC
Typical 47
141
3
4
Apogee Wealth Partners, LLC logo Apogee Wealth Partners, LLC
Typical 47
94
2
3
Fee-Only Financial Planning, L.C. logo Fee-Only Financial Planning, L.C.
Typical 47
141
3
3
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Main Street Investment Advisors, LLC logo Main Street Investment Advisors, LLC
Typical 47
142
3
3
Friedenthal Financial, LLC logo Friedenthal Financial, LLC
Typical 48
190
4
4
MontVue Capital Management, Inc. logo MontVue Capital Management, Inc.
Typical 48
192
4
5
Dominion Wealth Management, LLC logo Dominion Wealth Management, LLC
Typical 48
144
3
3
Congress Park Capital LLC logo Congress Park Capital LLC
Typical 48
145
3
4
Cadence Wealth Partners, LLC logo Cadence Wealth Partners, LLC
Typical 49
97
2
2
Sledge and Company Wealth Advisors logo Sledge and Company Wealth Advisors
Typical 49
194
4
4
MKT and Associates LLC logo MKT and Associates LLC
Typical 49
146
3
6
Wolfbridge Wealth logo Wolfbridge Wealth
Typical 49
49
1
3
Powell Wealth logo Powell Wealth
Typical 49
98
2
3
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
Santori & Peters logo Santori & Peters
Typical 50
199
4
5
Ridgeline Wealth Advisors, LLC. logo Ridgeline Wealth Advisors, LLC.
Typical 50
199
4
7
Idle Hill Advisors LLC logo Idle Hill Advisors LLC
Typical 50
200
4
7
Allison Investment Management, LLC logo Allison Investment Management, LLC
Typical 50
100
2
2
Pinafore Wealth Counsel Inc. logo Pinafore Wealth Counsel Inc.
Typical 50
100
2
2
Financial Trust Asset Management Chartered logo Financial Trust Asset Management Chartered
Typical 50
200
4
5
Armor Investment Advisors, LLC logo Armor Investment Advisors, LLC
Typical 50
201
4
6
Cox Capital Management LLC logo Cox Capital Management LLC
Typical 50
201
4
4
Lakeshore Advisors logo Lakeshore Advisors
Typical 51
101
2
2
Cardinal Retirement Planning, Inc. logo Cardinal Retirement Planning, Inc.
Typical 51
101
2
3
Crutchfield Advisors, Inc. logo Crutchfield Advisors, Inc.
Typical 51
101
2
2
Otto & Associates, Inc. logo Otto & Associates, Inc.
Typical 51
152
3
6
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Ark Wealth Management logo Ark Wealth Management
Typical 51
153
3
3
American Trust Investment Services Advisory, Inc.
Typical 51
51
1
5
Rauch Advisory LLC
Typical 51
153
3
5
CayDen Wealth Management logo CayDen Wealth Management
Typical 52
104
2
3
Valor Wealth Partners logo Valor Wealth Partners
Typical 52
156
3
4
Totem Wealth Management LLC logo Totem Wealth Management LLC
Typical 53
105
2
3
Berg Faircloth Investment Advisors logo Berg Faircloth Investment Advisors
Typical 53
105
2
2
Blue Water Capital Management, LLC logo Blue Water Capital Management, LLC
Typical 53
106
2
2
Montgomery Investment Management Inc logo Montgomery Investment Management Inc
Typical 54
107
2
3
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
Lumina Wealth Management, LLC logo Lumina Wealth Management, LLC
Typical 54
162
3
3
Craftwork Capital LLC logo Craftwork Capital LLC
Typical 54
163
3
3
Calamita Wealth Management logo Calamita Wealth Management
Typical 55
109
2
4
Shamrock Financial Services logo Shamrock Financial Services
Typical 55
109
2
3
TimeCapital Investor Advisory Services Inc logo TimeCapital Investor Advisory Services Inc
Typical 55
218
4
4
Spark Financial Advisors logo Spark Financial Advisors
Typical 55
164
3
7
Advocate Investing Services logo Advocate Investing Services
Typical 55
220
4
5
Tenzing Financial LLC logo Tenzing Financial LLC
Typical 55
165
3
5
Detterbeck Wealth Management logo Detterbeck Wealth Management
Typical 55
165
3
6
Secure Wealth, Inc. logo Secure Wealth, Inc.
Typical 55
221
4
4
Anderson Griggs Investments logo Anderson Griggs Investments
Typical 55
166
3
3
Arlen Capital, LLC logo Arlen Capital, LLC
Typical 56
222
4
6
Rivertree Wealth logo Rivertree Wealth
Typical 56
167
3
5
Campbell Asset Management, LLC logo Campbell Asset Management, LLC
Typical 56
168
3
4
Schrum Private Wealth Management, LLC logo Schrum Private Wealth Management, LLC
Typical 56
168
3
3
Arkagos Advisors & Asset Management, Inc. logo Arkagos Advisors & Asset Management, Inc.
Typical 56
112
2
2
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Wealth Advisors of Tampa Bay logo Wealth Advisors of Tampa Bay
Typical 56
225
4
8
Greenway Wealth Advisors, LLC logo Greenway Wealth Advisors, LLC
Typical 57
170
3
4
Wallace Hart Capital Management logo Wallace Hart Capital Management
Typical 57
227
4
5
Soaring Investment Management, LLC logo Soaring Investment Management, LLC
Typical 57
171
3
5
Houlihan Financial Resource Group, Ltd. logo Houlihan Financial Resource Group, Ltd.
Typical 57
171
3
4
Hicks Financial Partners, LLC logo Hicks Financial Partners, LLC
Typical 57
114
2
2
Emissary Wealth logo Emissary Wealth
Typical 57
229
4
6
EADS & Heald Wealth Management logo EADS & Heald Wealth Management
Typical 57
229
4
6
Gunn & Company Investment Management, Inc. logo Gunn & Company Investment Management, Inc.
Typical 57
172
3
5
Lightsquare Wealth Management, LLC logo Lightsquare Wealth Management, LLC
Typical 57
172
3
5
AdvisorsTrust Partners LLC logo AdvisorsTrust Partners LLC
Typical 57
172
3
6
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Guelich Capital Management, LLC logo Guelich Capital Management, LLC
Typical 58
115
2
2
IRON Financial LLC logo IRON Financial LLC
Typical 58
232
4
10
Summit Investment Advisory Group LLC logo Summit Investment Advisory Group LLC
Typical 58
116
2
3
Lighthouse Financial, LLC logo Lighthouse Financial, LLC
Typical 58
116
2
3
Davis Capital Management logo Davis Capital Management
Typical 58
232
4
5
Disciplined Portfolio Solutions LLC
Typical 58
58
1
1
Cassedy Financial Group, Inc. logo Cassedy Financial Group, Inc.
Typical 58
175
3
4
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
Thayer Financial, L.L.C. logo Thayer Financial, L.L.C.
Typical 59
117
2
3
Taverik Capital, LLC logo Taverik Capital, LLC
Typical 59
117
2
10
Momentum Wealth Planning logo Momentum Wealth Planning
Typical 59
117
2
2
Allvet Financial logo Allvet Financial
Typical 59
117
2
2
Tyner Capital Management Investment Counsel, Inc.
Typical 59
59
1
2
Norton Capital Management, Inc. logo Norton Capital Management, Inc.
Typical 59
118
2
6
Heritage Wealth Management Group, Ltd logo Heritage Wealth Management Group, Ltd
Typical 59
177
3
5
Smith Partners Wealth Management, LLC logo Smith Partners Wealth Management, LLC
Typical 59
118
2
4
Holcombe Financial, Inc. logo Holcombe Financial, Inc.
Typical 60
179
3
5
Fortis Wealth Management logo Fortis Wealth Management
Typical 60
179
3
3
Village Wealth Advisors logo Village Wealth Advisors
Typical 60
240
4
4
Provision Wealth Management, Inc logo Provision Wealth Management, Inc
Typical 60
240
4
4
Oceanside Advisors LLC logo Oceanside Advisors LLC
Typical 60
240
4
5
Allstreet Capital LLC logo Allstreet Capital LLC
Typical 60
120
2
3
Tassel Capital Management, Inc logo Tassel Capital Management, Inc
Typical 60
240
4
5
Marsh Wealth Management, LLC logo Marsh Wealth Management, LLC
Typical 60
181
3
6
Warren Capital Group logo Warren Capital Group
Typical 60
181
3
3
Oak Wealth Advisors LLC logo Oak Wealth Advisors LLC
Typical 61
182
3
7
Longview Financial Advisors, Inc. logo Longview Financial Advisors, Inc.
Typical 61
182
3
7
4J Wealth Management, LLC logo 4J Wealth Management, LLC
Typical 61
243
4
4
Crossgate Wealth Advisors, LLC logo Crossgate Wealth Advisors, LLC
Typical 61
183
3
6
Oak Financial Group Inc logo Oak Financial Group Inc
Typical 61
122
2
4
Cannon Beach Financial Advisors logo Cannon Beach Financial Advisors
Typical 61
122
2
2
SFG Wealth Advisors, LLC logo SFG Wealth Advisors, LLC
Typical 61
245
4
6
Matune Basile Advisors logo Matune Basile Advisors
Typical 61
245
4
5
Cunningham Wealth Management logo Cunningham Wealth Management
Typical 61
184
3
4
Investment Management Corporation logo Investment Management Corporation
Typical 61
184
3
6
Kinwell LLC logo Kinwell LLC
Typical 62
123
2
2
Vawter Financial LTD logo Vawter Financial LTD
Typical 62
247
4
5
Scarecrow Advisors, LLC logo Scarecrow Advisors, LLC
Typical 62
247
4
5
Atlantis Wealth Advisors LLC logo Atlantis Wealth Advisors LLC
Typical 62
248
4
4
Royal Wealth Management logo Royal Wealth Management
Typical 62
124
2
3
AIM Advisors, LLC logo AIM Advisors, LLC
Typical 62
186
3
5
Stravolo Wealth Management, LLC logo Stravolo Wealth Management, LLC
Typical 62
62
1
5
Tufton Capital Management, LLC logo Tufton Capital Management, LLC
Typical 62
248
4
9
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
Together Planning logo Together Planning
Typical 62
187
3
4
Opulentia, LLC logo Opulentia, LLC
Typical 63
188
3
5
First City Capital Management Inc logo First City Capital Management Inc
Typical 63
251
4
6
Executive Money Managers, Inc. logo Executive Money Managers, Inc.
Typical 63
252
4
5
Shared Vision Wealth Group logo Shared Vision Wealth Group
Typical 63
189
3
3
Van der Noord Financial Advisors, Inc. logo Van der Noord Financial Advisors, Inc.
Typical 63
126
2
4
Cairn Financial Group logo Cairn Financial Group
Typical 63
189
3
4
Maryland Capital Advisors, Inc. logo Maryland Capital Advisors, Inc.
Typical 63
190
3
7
Revalue LLC logo Revalue LLC
Typical 64
254
4
8
Archer Investment Management logo Archer Investment Management
Typical 64
254
4
4
Wills Financial Group, LLC logo Wills Financial Group, LLC
Typical 64
254
4
5
Peak Wealth Group LLC
Typical 64
127
2
2
Barnes Dennig Private Wealth Management, LLC logo Barnes Dennig Private Wealth Management, LLC
High 64
191
3
7
Financial Service Group Inc logo Financial Service Group Inc
High 64
192
3
8
Independent Wealth Advisors, LLC
High 64
256
4
4
Richardson Financial Services logo Richardson Financial Services
High 64
192
3
6
Ascent Financial Group logo Ascent Financial Group
High 64
128
2
2
Eagles Coast Wealth Management, LLC logo Eagles Coast Wealth Management, LLC
High 65
129
2
2
Jarrod Adams Investing, LLC logo Jarrod Adams Investing, LLC
High 65
129
2
3
IA Network, LLC logo IA Network, LLC
High 65
259
4
5
MD Investment Advisors logo MD Investment Advisors
High 65
130
2
2
Altura Wealth Advisors logo Altura Wealth Advisors
High 65
261
4
6
Spartan Planning Group logo Spartan Planning Group
High 65
196
3
5
Commonwealth Financial Planners Inc logo Commonwealth Financial Planners Inc
High 66
132
2
3
Advanta Wealth Management logo Advanta Wealth Management
High 66
66
1
3
Bowline Financial, LLC logo Bowline Financial, LLC
High 67
133
2
3
Audible Wealth Management logo Audible Wealth Management
High 67
269
4
5
Abbot Financial Management, Inc. logo Abbot Financial Management, Inc.
High 67
202
3
4
TandemGrowth Financial Advisors, LLC logo TandemGrowth Financial Advisors, LLC
High 67
202
3
4
Cottage Street Advisors logo Cottage Street Advisors
High 68
135
2
4
Lytle Investments logo Lytle Investments
High 68
203
3
5
Beacon Associates Wealth Management, LLC logo Beacon Associates Wealth Management, LLC
High 68
204
3
4
Moore Wealth logo Moore Wealth
High 68
204
3
6
Crossgen Wealth LLC logo Crossgen Wealth LLC
High 68
136
2
3
Macaulay & Associates, LLC logo Macaulay & Associates, LLC
High 69
137
2
4
West Financial Strategies, Inc. logo West Financial Strategies, Inc.
High 69
137
2
3
Banyan Capital Management, Inc. logo Banyan Capital Management, Inc.
High 69
137
2
3
Antonetti Capital Management, LLC logo Antonetti Capital Management, LLC
High 69
137
2
2
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
J. Benjamin Financial, LLC logo J. Benjamin Financial, LLC
High 69
138
2
4
Crown Private Wealth, LLC logo Crown Private Wealth, LLC
High 69
138
2
3
Tarheel Advisors, LLC logo Tarheel Advisors, LLC
High 69
138
2
2
Core Wealth Management, Inc. logo Core Wealth Management, Inc.
High 70
278
4
4
Cope Connelly logo Cope Connelly
High 70
139
2
6
Financial Independence, LLC logo Financial Independence, LLC
High 70
278
4
7
SJBenen Advisory, LLC logo SJBenen Advisory, LLC
High 70
139
2
2
Zermatt Wealth Partners logo Zermatt Wealth Partners
High 70
209
3
6
Income & Asset Advisory, Inc. logo Income & Asset Advisory, Inc.
High 70
279
4
4
Approach Retirement Advisors, LLC logo Approach Retirement Advisors, LLC
High 70
140
2
2
River Crescent Advisors, LLC logo River Crescent Advisors, LLC
High 70
140
2
2
Third Eye Associates, Ltd logo Third Eye Associates, Ltd
High 70
211
3
3
Purpose Comprehensive Wealth Management, LLC logo Purpose Comprehensive Wealth Management, LLC
High 71
141
2
7
The Financial Legacy Group
High 71
141
2
3
Marks Wealth Management logo Marks Wealth Management
High 71
283
4
5
Bull Bear Investment Management LLC logo Bull Bear Investment Management LLC
High 71
142
2
3
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
Renaissance Wealth Management, LLC logo Renaissance Wealth Management, LLC
High 71
142
2
3
Eaton-Cambridge Inc. logo Eaton-Cambridge Inc.
High 71
285
4
11
McDonough Capital Management, Inc. logo McDonough Capital Management, Inc.
High 71
285
4
4
Muirfield Wealth Advisors LLC logo Muirfield Wealth Advisors LLC
High 72
143
2
3
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Legend Financial Advisors Inc logo Legend Financial Advisors Inc
High 72
215
3
11
Piedmont Wealth Advisory logo Piedmont Wealth Advisory
High 72
215
3
3
Legacy Investment Partners, LLC logo Legacy Investment Partners, LLC
High 72
216
3
4
Physicians Financial Services, Inc. logo Physicians Financial Services, Inc.
High 72
216
3
6
Aventus Investment Advisors, Inc. logo Aventus Investment Advisors, Inc.
High 73
145
2
3
Rooted Planning Group logo Rooted Planning Group
High 73
218
3
7
Twin City Private Wealth, LLC logo Twin City Private Wealth, LLC
High 73
291
4
10
Wealth For you Financial, LLC
High 73
292
4
4
Torrey Growth & Income Advisors, LLC logo Torrey Growth & Income Advisors, LLC
High 73
293
4
5
Courage Miller Partners, LLC logo Courage Miller Partners, LLC
High 74
222
3
4
Storms & Rowdon Financial Services, Inc. logo Storms & Rowdon Financial Services, Inc.
High 74
222
3
4
The Wealth Group, Ltd logo The Wealth Group, Ltd
High 74
148
2
8
Altamont Capital Management logo Altamont Capital Management
High 74
148
2
2
Heritage Advisors Group, Inc. logo Heritage Advisors Group, Inc.
High 74
148
2
5
Copperleaf Capital, LLC logo Copperleaf Capital, LLC
High 74
297
4
7
Farley Financial logo Farley Financial
High 75
149
2
2
Integrative Planning, Inc. logo Integrative Planning, Inc.
High 75
224
3
6
Trusttree Financial LLC logo Trusttree Financial LLC
High 75
150
2
2
The Marin Group Inc. logo The Marin Group Inc.
High 75
150
2
2
Keating Investment Counselors Inc logo Keating Investment Counselors Inc
High 75
150
2
3
4 Th River Financial Group, Inc. logo 4 Th River Financial Group, Inc.
High 75
301
4
4
Milestone Wealth logo Milestone Wealth
High 75
226
3
5
Grand Central Investment Group, LLC logo Grand Central Investment Group, LLC
High 76
227
3
5
Lang Capital logo Lang Capital
High 76
152
2
5
Forest Capital logo Forest Capital
High 76
152
2
4
Twinleaf Financial Advisors logo Twinleaf Financial Advisors
High 76
76
1
3
Bontempo Ohly Capital Management, LLC
High 77
153
2
6
Endurance Financial LLC logo Endurance Financial LLC
High 77
77
1
5
Capital Management LLC logo Capital Management LLC
High 77
232
3
3
Oak Street Advisors logo Oak Street Advisors
High 78
155
2
2
Rightwealth Advisors, LLC logo Rightwealth Advisors, LLC
High 78
234
3
4
Allred Harris Wealth Management. logo Allred Harris Wealth Management.
High 78
312
4
6
Virginia Investment Advisory, Inc. logo Virginia Investment Advisory, Inc.
High 78
156
2
2
Reframe Wealth, LLC logo Reframe Wealth, LLC
High 78
235
3
5
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Blue Marble Investments logo Blue Marble Investments
High 78
235
3
3
Pointer Financial Advisors LLC logo Pointer Financial Advisors LLC
High 79
157
2
5
Wealth Creation Management Group LLC logo Wealth Creation Management Group LLC
High 79
157
2
2
DWD Portfolio Solutions, Inc. logo DWD Portfolio Solutions, Inc.
High 79
316
4
6
Prudent Financial Planning logo Prudent Financial Planning
High 79
79
1
3
Hutchins Canning & Company PA logo Hutchins Canning & Company PA
High 79
79
1
10
DRS Wealth Management logo DRS Wealth Management
High 80
160
2
4
Keel & Long Financial Management, LLC logo Keel & Long Financial Management, LLC
High 81
161
2
2
Eastover Capital Management logo Eastover Capital Management
High 81
242
3
4
Goepper Burkhardt LLC logo Goepper Burkhardt LLC
High 81
243
3
5
Hicks & Associates Wealth Management, LLC logo Hicks & Associates Wealth Management, LLC
High 81
162
2
4
Investable logo Investable
High 81
81
1
4
Summit Investment Management, Ltd. logo Summit Investment Management, Ltd.
High 81
162
2
5
Dixon and Company Wealth Management, LLC logo Dixon and Company Wealth Management, LLC
High 81
244
3
4
Stillwater Wealth Management Group LLC logo Stillwater Wealth Management Group LLC
High 81
244
3
3
WMGNA logo WMGNA
High 82
326
4
9
Harvest Capital Assets, LLC logo Harvest Capital Assets, LLC
High 82
246
3
3
Advanced Planning, Inc. logo Advanced Planning, Inc.
High 82
164
2
4
Wallick Investments, LLC logo Wallick Investments, LLC
High 82
247
3
5
Trademark Capital Management Inc. logo Trademark Capital Management Inc.
High 83
330
4
7
Brighter Financial Capital Management, LLC logo Brighter Financial Capital Management, LLC
High 83
332
4
4
Clearview Financial logo Clearview Financial
High 83
166
2
2
Wealthway Financial Advisors logo Wealthway Financial Advisors
High 83
166
2
5
HFG Capital logo HFG Capital
High 83
166
2
2
Strategic Advisory Partners logo Strategic Advisory Partners
High 83
333
4
8
Gainspoletti Wealth Planners logo Gainspoletti Wealth Planners
High 83
250
3
3
Emerald Asset Management, Inc. logo Emerald Asset Management, Inc.
High 84
167
2
2
Klein Pavlis & Peasley Financial, Inc. logo Klein Pavlis & Peasley Financial, Inc.
High 84
336
4
5
Corrado Advisors, LLC logo Corrado Advisors, LLC
High 84
337
4
9
Sentara Capital logo Sentara Capital
High 85
169
2
3
Agnello Financial Group, Inc. logo Agnello Financial Group, Inc.
High 85
169
2
4
Diazo, LLC logo Diazo, LLC
High 85
339
4
9
Opulus logo Opulus
High 85
170
2
2
MB, Levis & Associates, LLC logo MB, Levis & Associates, LLC
High 85
170
2
4
MK3 Wealth LLC logo MK3 Wealth LLC
High 85
85
1
3
Crosswalk Investment Advisory, Inc. logo Crosswalk Investment Advisory, Inc.
High 86
171
2
2
Scipio Financial LLC logo Scipio Financial LLC
High 86
171
2
3
Catawba River Capital logo Catawba River Capital
High 86
257
3
4
Reed Financial Services, Inc. logo Reed Financial Services, Inc.
High 86
343
4
10
The Journeys Group, Inc. logo The Journeys Group, Inc.
High 87
174
2
2
Almega Wealth Management logo Almega Wealth Management
High 87
261
3
6
The Clifford Group LLC logo The Clifford Group LLC
High 87
261
3
6
Davis Investment Partners, LLC logo Davis Investment Partners, LLC
High 87
174
2
3
Copperwood Financial logo Copperwood Financial
High 87
262
3
3
SafeBridge LLC logo SafeBridge LLC
High 88
88
1
1
Mutual Trust Advisory Group logo Mutual Trust Advisory Group
High 88
176
2
3
WorthWhile Wealth Council logo WorthWhile Wealth Council
High 88
176
2
4
Lincoln Capital Corporation logo Lincoln Capital Corporation
High 88
265
3
6
Legacy Planning Advisors, LLC logo Legacy Planning Advisors, LLC
High 88
265
3
8
Invested Advisors logo Invested Advisors
High 89
266
3
5
Roth Financial Partners LLC logo Roth Financial Partners LLC
High 89
267
3
4
Private Wealth Management of North Carolina LLC logo Private Wealth Management of North Carolina LLC
High 89
267
3
3
BCK Partners, Inc. logo BCK Partners, Inc.
High 89
178
2
5
Dreher Financial Partners logo Dreher Financial Partners
High 89
178
2
2
Novus Advisors logo Novus Advisors
High 89
267
3
5
Snider Advisors logo Snider Advisors
High 89
357
4
4
Omc Financial Services Ltd logo Omc Financial Services Ltd
High 90
269
3
7
Moseley Investment Management, Inc. logo Moseley Investment Management, Inc.
High 90
359
4
7
October Effect Ltd. logo October Effect Ltd.
High 90
360
4
4
Sound Financial Management, Inc.
High 90
180
2
2
Integrity Capital Management logo Integrity Capital Management
High 90
361
4
4
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Auour Investments LLC logo Auour Investments LLC
High 91
363
4
7
Accordant Advisory Group, Inc. logo Accordant Advisory Group, Inc.
High 91
182
2
3
Archetype Advisors, LLC logo Archetype Advisors, LLC
High 92
275
3
4
U.S. Boston Capital Corporation logo U.S. Boston Capital Corporation
High 92
92
1
5
Henderson Financial Group LLC logo Henderson Financial Group LLC
High 92
276
3
5
Beacon Capital Advisory Group logo Beacon Capital Advisory Group
High 92
184
2
4
Ironwood Wealth Management, Inc.
High 92
276
3
3
Magnolia Financial Planning Services, Inc.
High 92
276
3
4
Joel Adams and Associates Inc. logo Joel Adams and Associates Inc.
High 92
277
3
3
Peninsula Asset Management Inc logo Peninsula Asset Management Inc
High 93
185
2
4
Applewhite & Buys Financial Advisors logo Applewhite & Buys Financial Advisors
High 93
185
2
2
Korving & Company LLC
High 93
278
3
3
Steelhead Wealth Management logo Steelhead Wealth Management
High 93
278
3
7
IMZ Advisory Inc. logo IMZ Advisory Inc.
High 93
372
4
4
Coastline Complete Wealth LLC logo Coastline Complete Wealth LLC
High 93
186
2
3
LynnLeigh & Company, LLC logo LynnLeigh & Company, LLC
High 94
281
3
5
Western Growers Financial Services, Inc. logo Western Growers Financial Services, Inc.
High 94
281
3
4
Horizons Wealth Management logo Horizons Wealth Management
High 94
281
3
4
WealthPoint Advisors logo WealthPoint Advisors
High 94
375
4
7
Elm3 Financial Group, LLC logo Elm3 Financial Group, LLC
High 94
282
3
5
Brightside Wealth Planning, LLC logo Brightside Wealth Planning, LLC
High 94
188
2
2
Parvin Asset Management, LLC logo Parvin Asset Management, LLC
High 94
94
1
6
The Bedminster Group logo The Bedminster Group
High 95
189
2
3
First Financial Group logo First Financial Group
High 95
378
4
4
Daner Wealth Management, LLC logo Daner Wealth Management, LLC
High 95
190
2
2
Kokua Capital Management logo Kokua Capital Management
High 95
95
1
2
Wealth Planning Group logo Wealth Planning Group
High 95
380
4
6
360 Financial Partners, LLC logo 360 Financial Partners, LLC
High 95
285
3
3
Capstone Wealth Management Corp. logo Capstone Wealth Management Corp.
High 95
286
3
5
Dominguez Wealth Management Solutions, Inc. logo Dominguez Wealth Management Solutions, Inc.
High 96
192
2
2
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
Tull Financial Group, Inc. logo Tull Financial Group, Inc.
High 97
292
3
9
Charleston Financial Advisors, LLC logo Charleston Financial Advisors, LLC
High 98
196
2
5
Ticino Wealth logo Ticino Wealth
High 99
296
3
4
Bay Rivers Group Wealth Partners logo Bay Rivers Group Wealth Partners
High 99
395
4
4
Bay Harbor Wealth Management, LLC logo Bay Harbor Wealth Management, LLC
High 99
396
4
6
Law & Associates Inc logo Law & Associates Inc
High 99
297
3
6
Horowitz & Company, Inc. logo Horowitz & Company, Inc.
High 100
199
2
2
Merryfield Barnes, LLC logo Merryfield Barnes, LLC
High 100
200
2
4
Seaside Wealth Advisors LLC
High 100
400
4
5
Carolina Financial Services Group, Inc. logo Carolina Financial Services Group, Inc.
High 100
100
1
4
Milinovich & Co., Inc. logo Milinovich & Co., Inc.
High 100
301
3
3
Parker Financial LLC logo Parker Financial LLC
High 101
302
3
5
Moyer Wealth Management logo Moyer Wealth Management
High 101
101
1
3
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
Cornerstone Financial Planning, Inc. logo Cornerstone Financial Planning, Inc.
High 101
101
1
3
Z3 Capital Partners logo Z3 Capital Partners
High 101
303
3
5
Logan Park Wealth Management logo Logan Park Wealth Management
High 102
408
4
6
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Forefront Asset Management, LLC logo Forefront Asset Management, LLC
High 102
307
3
4
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Synergy Investment Group, LLC logo Synergy Investment Group, LLC
High 103
205
2
5
Nicholson Wealth Management Group logo Nicholson Wealth Management Group
High 103
205
2
4
Common Cents Wealth Management, LLC logo Common Cents Wealth Management, LLC
High 103
205
2
2
Wickham Financial & Insurance Services logo Wickham Financial & Insurance Services
High 103
308
3
4
Clarion Wealth Management Partners logo Clarion Wealth Management Partners
High 103
411
4
8
VIP Planners, Inc. logo VIP Planners, Inc.
High 103
206
2
4
Saul Wealth Advisors, LLC logo Saul Wealth Advisors, LLC
High 103
103
1
4
Quality Financial Concepts logo Quality Financial Concepts
High 103
206
2
4
Bouvel Investment Partners, LLC logo Bouvel Investment Partners, LLC
High 103
206
2
4
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Gragg Financial logo Gragg Financial
High 103
310
3
12
New Perspectives, Inc. logo New Perspectives, Inc.
High 104
414
4
8
BRIA Capital Group, LLC logo BRIA Capital Group, LLC
High 104
311
3
5
CONE ADVISORY GROUP, INC. logo CONE ADVISORY GROUP, INC.
High 104
208
2
2
Walter J. Reyna, Inc. logo Walter J. Reyna, Inc.
High 104
313
3
4
Boyle Capital logo Boyle Capital
High 105
418
4
5
Act Advisors logo Act Advisors
High 105
420
4
10
Convergent Financial Group logo Convergent Financial Group
High 105
210
2
3
ValueWealth Services, LLC logo ValueWealth Services, LLC
High 105
420
4
4
Wealth Pro Advisors, Inc. logo Wealth Pro Advisors, Inc.
Very High 106
212
2
6
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
Washington Financial Group, Inc.
Very High 107
213
2
2
Physician Wealth Solutions logo Physician Wealth Solutions
Very High 107
107
1
1
Saperston Legacy Advisors, Inc. logo Saperston Legacy Advisors, Inc.
Very High 107
429
4
5
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
Very High 107
429
4
8
Shepherd Wealth Management logo Shepherd Wealth Management
Very High 108
430
4
4
Falcon Financial logo Falcon Financial
Very High 108
323
3
4
Sara-Bay Financial Corp. logo Sara-Bay Financial Corp.
Very High 108
324
3
5
Cobblestone Asset Management logo Cobblestone Asset Management
Very High 108
432
4
4
Incompass Financial Partners, LLC logo Incompass Financial Partners, LLC
Very High 108
325
3
6
AllSquare Wealth Management, LLC logo AllSquare Wealth Management, LLC
Very High 109
436
4
5
JJSA Advisors, Ltd. logo JJSA Advisors, Ltd.
Very High 109
218
2
2
RCS Financial Planning, LLC logo RCS Financial Planning, LLC
Very High 109
218
2
2
Rede Wealth, LLC logo Rede Wealth, LLC
Very High 110
219
2
4
Cascades Capital Asset Management, LLC logo Cascades Capital Asset Management, LLC
Very High 110
329
3
3
Actify Investor Retirements, LLC logo Actify Investor Retirements, LLC
Very High 110
220
2
2
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Buffalo First Wealth Management, LLC logo Buffalo First Wealth Management, LLC
Very High 111
445
4
4
Clover Leaf Financial LLC logo Clover Leaf Financial LLC
Very High 112
223
2
4
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
BCD Advisors logo BCD Advisors
Very High 112
448
4
4
McCollum Christoferson Group, LLC logo McCollum Christoferson Group, LLC
Very High 112
337
3
6
Broadlake Financial Management logo Broadlake Financial Management
Very High 113
451
4
5
Peachtree Investment Partners, LLC logo Peachtree Investment Partners, LLC
Very High 114
227
2
2
Dovetail Financial Group LLC logo Dovetail Financial Group LLC
Very High 114
341
3
6
BDC Capital Management, Inc. logo BDC Capital Management, Inc.
Very High 114
228
2
4
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
Very High 115
458
4
6
ADIRONDACK CAPITAL ADVISORS, llc logo ADIRONDACK CAPITAL ADVISORS, llc
Very High 115
460
4
7
Kilner Capital Advisors, LLC logo Kilner Capital Advisors, LLC
Very High 115
230
2
3
Concorde Financial Resources logo Concorde Financial Resources
Very High 116
231
2
2
White Oak Financial Management, Inc logo White Oak Financial Management, Inc
Very High 117
350
3
3
Aldebaran Financial Inc logo Aldebaran Financial Inc
Very High 117
350
3
8
MainStreet Financial Planning, Inc. logo MainStreet Financial Planning, Inc.
Very High 117
350
3
6
Copper Beech Financial Group, LLC logo Copper Beech Financial Group, LLC
Very High 118
118
1
9
Oaktrust Wealth Advisors, LLC logo Oaktrust Wealth Advisors, LLC
Very High 118
236
2
3
Carolina Financial Advisors, Inc. logo Carolina Financial Advisors, Inc.
Very High 118
473
4
7
Charlotte Wealth Management, LLC logo Charlotte Wealth Management, LLC
Very High 119
237
2
2
The David J. Yvars Group Inc. logo The David J. Yvars Group Inc.
Very High 119
476
4
6
The Keystone Financial Alliance, LLC logo The Keystone Financial Alliance, LLC
Very High 119
119
1
3
Calvert Wealth Management, Inc. logo Calvert Wealth Management, Inc.
Very High 120
360
3
4
Northstar Advisory Group, LLC logo Northstar Advisory Group, LLC
Very High 120
361
3
9
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
Pursuit Wealth Strategies, LLC logo Pursuit Wealth Strategies, LLC
Very High 121
483
4
7
Aptus Wealth Management, LLC logo Aptus Wealth Management, LLC
Very High 121
242
2
4
Collie Financial Planning, Inc. logo Collie Financial Planning, Inc.
Very High 121
242
2
2
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Murphy Wealth Management Group logo Murphy Wealth Management Group
Very High 122
367
3
6
Kenneth Frenke & Co logo Kenneth Frenke & Co
Very High 123
245
2
3
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
Family Capital Management logo Family Capital Management
Very High 123
491
4
10
Embark Wealth Management, LLC logo Embark Wealth Management, LLC
Very High 123
369
3
3
Taylor Financial Group, Inc. logo Taylor Financial Group, Inc.
Very High 125
498
4
6
Hershey Financial Advisers, LLC logo Hershey Financial Advisers, LLC
Very High 125
499
4
6
The Bottom Line Wealth Management Ltd. logo The Bottom Line Wealth Management Ltd.
Very High 125
250
2
3
Long Island Wealth Management, Inc. logo Long Island Wealth Management, Inc.
Very High 125
125
1
1
Bennington Financial Planning Group
Very High 125
376
3
3
M Premier Partners logo M Premier Partners
Very High 126
251
2
3
Brandon Financial Planning, Inc. logo Brandon Financial Planning, Inc.
Very High 126
252
2
5
Mosaic FI LLC logo Mosaic FI LLC
Very High 127
253
2
5
BARR Financial Services, LLC logo BARR Financial Services, LLC
Very High 127
253
2
2
Townsend Asset Management Corp. logo Townsend Asset Management Corp.
Very High 127
382
3
7
Pierson Wealth Management logo Pierson Wealth Management
Very High 128
255
2
3
Alcyon Wealth Partners logo Alcyon Wealth Partners
Very High 128
383
3
5
M1 Capital Management LLC logo M1 Capital Management LLC
Very High 128
383
3
12
Pendleton Financial Wealth Management logo Pendleton Financial Wealth Management
Very High 128
128
1
4
Cosey Financial Services, Inc. logo Cosey Financial Services, Inc.
Very High 128
385
3
6
Steinberganna Wealth Management LLC logo Steinberganna Wealth Management LLC
Very High 130
259
2
3
RM Financial Services, LLC logo RM Financial Services, LLC
Very High 130
390
3
4
Wood Creek Capital Advisors, LLC logo Wood Creek Capital Advisors, LLC
Very High 131
261
2
2
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
The Pines Wealth Management, LLC logo The Pines Wealth Management, LLC
Very High 131
262
2
4
Intentional logo Intentional
Very High 132
395
3
3
Wildes Financial Strategies, Inc logo Wildes Financial Strategies, Inc
Very High 132
395
3
8
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
Redwood Wealth Management Group, LLC logo Redwood Wealth Management Group, LLC
Very High 133
400
3
4
Holcombe & Mcgrath logo Holcombe & Mcgrath
Very High 134
268
2
3
Agemy Wealth Advisors, LLC logo Agemy Wealth Advisors, LLC
Very High 135
404
3
6
WealthFD logo WealthFD
Very High 135
406
3
16
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Brightwater Advisory, LLC logo Brightwater Advisory, LLC
Very High 137
273
2
5
Pearl Wealth Group logo Pearl Wealth Group
Very High 137
273
2
4
Regatta Research & Money Management L.L.C. logo Regatta Research & Money Management L.L.C.
Very High 138
550
4
8
AJ Advisors logo AJ Advisors
Very High 138
414
3
5
H. L. Ormond & Company, LLC logo H. L. Ormond & Company, LLC
Very High 139
277
2
3
Family Wealth Partners Concord, Inc logo Family Wealth Partners Concord, Inc
Very High 139
139
1
3
Marstone LLC logo Marstone LLC
Very High 139
139
1
21
Hergenroeder Financial Advisors, Inc. logo Hergenroeder Financial Advisors, Inc.
Very High 140
421
3
6
Fingerlakes Wealth Management, Inc. logo Fingerlakes Wealth Management, Inc.
Very High 141
564
4
4
The Pitti Group Wealth Management, LLC logo The Pitti Group Wealth Management, LLC
Very High 142
568
4
6
Center for Asset Management, LLC logo Center for Asset Management, LLC
Very High 142
284
2
6
BIG Investment Services logo BIG Investment Services
Very High 142
569
4
8
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 143
430
3
3
Kaplan Wealth Management, Inc. logo Kaplan Wealth Management, Inc.
Very High 144
287
2
4
Candace Shira Associates, LLC logo Candace Shira Associates, LLC
Very High 144
431
3
4
Castle Financial & Retirement Planning Associates Inc logo Castle Financial & Retirement Planning Associates Inc
Very High 146
146
1
6
TruNorth Financial Services, Inc. logo TruNorth Financial Services, Inc.
Very High 146
439
3
6
Semus Wealth Partners, LLC logo Semus Wealth Partners, LLC
Very High 147
147
1
3
First Oak Wealth Management, LLC logo First Oak Wealth Management, LLC
Very High 149
149
1
3
Metanoia Financial, LLC logo Metanoia Financial, LLC
Very High 151
151
1
3
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
Generouswealth, LLC logo Generouswealth, LLC
Very High 153
305
2
3
The Clark Group Asset Management logo The Clark Group Asset Management
Very High 153
458
3
5
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 154
462
3
4
J.E. Simmons & Co., P.C. logo J.E. Simmons & Co., P.C.
Very High 154
308
2
4
Southeast Financial Advisors logo Southeast Financial Advisors
Very High 154
308
2
2
Redwood Financial Planning, LLC logo Redwood Financial Planning, LLC
Very High 155
621
4
4
HG Tailored Financial Services logo HG Tailored Financial Services
Very High 156
312
2
2
Brook Capital logo Brook Capital
Very High 157
626
4
5
Diccianni Financial Group, Inc. logo Diccianni Financial Group, Inc.
Very High 158
316
2
4
MarketRiders logo MarketRiders
Very High 159
477
3
6
Sard Wealth Management Group, LLC logo Sard Wealth Management Group, LLC
Very High 160
319
2
3
Phase III Advisory Services, LTD logo Phase III Advisory Services, LTD
Very High 161
483
3
3
Proper Wealth logo Proper Wealth
Very High 162
485
3
7
Second Half Financial Partners, LLC logo Second Half Financial Partners, LLC
Very High 162
485
3
5
Fellowship Financial Group logo Fellowship Financial Group
Very High 163
489
3
7
Shaker Financial Services logo Shaker Financial Services
Very High 165
329
2
6
Asset Preservation Group Inc logo Asset Preservation Group Inc
Very High 165
330
2
4
Madden Advisory Services, Inc. logo Madden Advisory Services, Inc.
Very High 166
331
2
5
Legacy Wealth Management Inc. logo Legacy Wealth Management Inc.
Very High 166
665
4
10
The Nalls Sherbakoff Group, LLC logo The Nalls Sherbakoff Group, LLC
Very High 167
500
3
5
Quest 10 Wealth Builders, Inc. logo Quest 10 Wealth Builders, Inc.
Very High 168
503
3
8
Steady Returns logo Steady Returns
Very High 168
336
2
3
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Udine Wealth Management Inc. logo Udine Wealth Management Inc.
Very High 169
338
2
2
WMC Capital Management, LLC logo WMC Capital Management, LLC
Very High 170
340
2
2
Carswell Investments, LLC logo Carswell Investments, LLC
Very High 171
171
1
2
FSC Wealth Advisors, LLC logo FSC Wealth Advisors, LLC
Very High 172
686
4
5
Taylor Hoffman Capital Management logo Taylor Hoffman Capital Management
Very High 172
516
3
5
Hilton Head Financial Advisors, Inc.
Very High 172
172
1
3
First Financial Advisory Services Inc logo First Financial Advisory Services Inc
Very High 172
516
3
7
Andersen Wealth Management logo Andersen Wealth Management
Very High 173
691
4
12
Hall Capital Management Company, Inc. logo Hall Capital Management Company, Inc.
Very High 173
519
3
9
APEX Investment Group logo APEX Investment Group
Very High 173
519
3
6
Eaton Financial Group logo Eaton Financial Group
Very High 174
347
2
4
Premier Private Wealth Management, LLC logo Premier Private Wealth Management, LLC
Very High 175
698
4
4
Antoine Williams & Associates Wealth Management, LLC logo Antoine Williams & Associates Wealth Management, LLC
Very High 175
349
2
3
Stride Investments, LLC logo Stride Investments, LLC
Very High 175
524
3
8
Fusion Capital, LLC logo Fusion Capital, LLC
Very High 175
700
4
6
Abound Financial logo Abound Financial
Very High 175
525
3
3
IntelliVest Wealth Management logo IntelliVest Wealth Management
Very High 176
351
2
2
Presper Financial Architects, LLC logo Presper Financial Architects, LLC
Very High 178
533
3
10
Saos Capital, LLC logo Saos Capital, LLC
Very High 179
536
3
4
Foresight Capital Management Advisors, Inc. logo Foresight Capital Management Advisors, Inc.
Very High 179
537
3
10
Bard Associates Inc logo Bard Associates Inc
Very High 180
180
1
10
Bountiful Investment Management LLC logo Bountiful Investment Management LLC
Very High 187
560
3
3
Tuttle Wealth Partners LLC logo Tuttle Wealth Partners LLC
Very High 188
565
3
5
The Retirement Planning Company of New England, Inc. logo The Retirement Planning Company of New England, Inc.
Very High 188
565
3
4
Cornerstone Wealth Management Group logo Cornerstone Wealth Management Group
Very High 189
567
3
6
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Financial Concepts Unlimited, Inc. logo Financial Concepts Unlimited, Inc.
Very High 191
191
1
3
Spyrnal Financial Group logo Spyrnal Financial Group
Very High 194
387
2
4
Graystone Partners Wealth Management, LLC logo Graystone Partners Wealth Management, LLC
Very High 194
581
3
5
Demeter Tactical Investments Corp. logo Demeter Tactical Investments Corp.
Very High 195
390
2
10
Fund Advisors of America Inc
Very High 195
585
3
3
Sanders & Scott, CHFC
Very High 196
392
2
3
Graney & King, LLC logo Graney & King, LLC
Very High 198
791
4
4
Aljen Asset Management LLC logo Aljen Asset Management LLC
Very High 199
397
2
5
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
The Pension Group logo The Pension Group
Very High 200
599
3
9
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Axiom Investment Management LLC
Very High 201
201
1
10
Kirtland Financial Management, Inc. logo Kirtland Financial Management, Inc.
Very High 201
201
1
3
Fairhaven Financial Advisory Corporation logo Fairhaven Financial Advisory Corporation
Very High 201
805
4
7
C F Parks Inc logo C F Parks Inc
Very High 202
202
1
7
Guernsey Financial, LLC logo Guernsey Financial, LLC
Very High 204
204
1
4
Integrity Wealth Advisors, LLC logo Integrity Wealth Advisors, LLC
Very High 205
818
4
10
Brixton Capital Wealth Advisors, LLC logo Brixton Capital Wealth Advisors, LLC
Very High 205
819
4
7
Edwards Financial services logo Edwards Financial services
Very High 205
410
2
3
TRUFP logo TRUFP
Very High 205
820
4
8
Bodnar Financial Advisors, Inc. logo Bodnar Financial Advisors, Inc.
Very High 205
410
2
2
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
Align Wealth Advisors logo Align Wealth Advisors
Very High 205
205
1
5
Markin Asset Management, LP logo Markin Asset Management, LP
Very High 206
412
2
3
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
Rosewood Wealth Management logo Rosewood Wealth Management
Very High 209
209
1
3
Ciovacco Capital Management logo Ciovacco Capital Management
Very High 214
214
1
2
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
3
Stern Capital Management, Inc. logo Stern Capital Management, Inc.
Very High 216
649
3
3
Best Invest logo Best Invest
Very High 217
651
3
4
Hfm Investment Advisors, Inc. logo Hfm Investment Advisors, Inc.
Very High 218
218
1
1
Camelot Portfolios, LLC logo Camelot Portfolios, LLC
Very High 221
662
3
7
Joseph P. Lucia & Associates, LLC logo Joseph P. Lucia & Associates, LLC
Very High 221
662
3
5
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Members Advisory Group, LLC logo Members Advisory Group, LLC
Very High 227
906
4
7
Peachtree Wealth Advisors, Inc logo Peachtree Wealth Advisors, Inc
Very High 227
453
2
3
Reliant Investment Partners, LLC logo Reliant Investment Partners, LLC
Very High 228
684
3
6
HF Advisory Group, LLC logo HF Advisory Group, LLC
Very High 230
460
2
6
Safe Harbor Wealth Advisors, LLC logo Safe Harbor Wealth Advisors, LLC
Very High 232
463
2
3
Fort Henry Capital, LLC logo Fort Henry Capital, LLC
Very High 233
466
2
2
Capital Wealth Investments logo Capital Wealth Investments
Very High 235
469
2
3
Rothwell Investment Advisors logo Rothwell Investment Advisors
Very High 236
707
3
5
Challenger Wealth Management logo Challenger Wealth Management
Very High 238
238
1
3
Palmetto Private Wealth, LLC logo Palmetto Private Wealth, LLC
Very High 239
478
2
3
Bucket List Wealth Management, LLC logo Bucket List Wealth Management, LLC
Very High 240
480
2
2
Hammond Iles Wealth Advisors logo Hammond Iles Wealth Advisors
Very High 243
971
4
7
M3 Wealth Management logo M3 Wealth Management
Very High 243
486
2
3
Paragon Financial Services logo Paragon Financial Services
Very High 243
729
3
7
Socha Financial Group, LLC logo Socha Financial Group, LLC
Very High 245
734
3
6
Walton Financial logo Walton Financial
Very High 248
248
1
4
Great Lakes Wealth, LLC logo Great Lakes Wealth, LLC
Very High 248
248
1
9
First Dallas Securities Incorporated logo First Dallas Securities Incorporated
Very High 253
253
1
20
Capital and Planning, LLC logo Capital and Planning, LLC
Very High 259
517
2
2
WFA of San Diego logo WFA of San Diego
Very High 260
260
1
5
Collins Advisors, LLC logo Collins Advisors, LLC
Very High 263
525
2
3
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Copley Investment Management, LLC logo Copley Investment Management, LLC
Very High 269
537
2
2
Genesee Capital Advisors, LLC logo Genesee Capital Advisors, LLC
Very High 272
544
2
4
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
5
Stokes Capital Advisors, LLC logo Stokes Capital Advisors, LLC
Very High 277
277
1
2
Hendley & Co. Inc. logo Hendley & Co. Inc.
Very High 281
281
1
5
Cramer & Rauchegger, Inc. logo Cramer & Rauchegger, Inc.
Very High 283
850
3
4
Rhino Wealth Management logo Rhino Wealth Management
Very High 285
285
1
3
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
INTELUS Advisory Group, LLC logo INTELUS Advisory Group, LLC
Very High 290
290
1
3
Masterplan Retirement Consultants logo Masterplan Retirement Consultants
Very High 290
290
1
6
Williams Financial Group logo Williams Financial Group
Very High 293
585
2
5
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Marmo Financial Group, LLC logo Marmo Financial Group, LLC
Very High 306
917
3
9
Stewards Wealth Planning, LLC
Very High 307
613
2
2
SavvyFi logo SavvyFi
Very High 307
307
1
15
Spreng Capital Management, Inc. logo Spreng Capital Management, Inc.
Very High 309
927
3
4
Money Script Wealth Management, PLLC logo Money Script Wealth Management, PLLC
Very High 310
310
1
11
Capasso Planning Partners LLC logo Capasso Planning Partners LLC
Very High 315
629
2
9
Elevation Capital Advisory logo Elevation Capital Advisory
Very High 316
631
2
8
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
San Blas Advisory, Inc. logo San Blas Advisory, Inc.
Very High 332
664
2
13
Sector Analysts LLC logo Sector Analysts LLC
Very High 339
677
2
4
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
Aurora Strategic Advisors, LLC logo Aurora Strategic Advisors, LLC
Very High 347
347
1
4
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 369
737
2
8
Sapphire Blue Investment Partners logo Sapphire Blue Investment Partners
Very High 376
376
1
4
Guidance Capital, Inc. logo Guidance Capital, Inc.
Very High 378
756
2
10
Kensington Financial Group, Inc.
Very High 382
763
2
2
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Orca Wealth Management, LLC logo Orca Wealth Management, LLC
Very High 406
406
1
2
Yeisley Wealth Solutions, Inc. logo Yeisley Wealth Solutions, Inc.
Very High 425
425
1
10
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Toomey Investment Management, Inc logo Toomey Investment Management, Inc
Very High 430
1,291
3
3
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Tony Walker Financial logo Tony Walker Financial
Very High 457
1,828
4
17
Hardin Capital Partners, LLC logo Hardin Capital Partners, LLC
Very High 504
504
1
3
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Pacifica Partners Capital Management logo Pacifica Partners Capital Management
Very High 544
544
1
10
Wealth Management Corporation
Very High 547
1,641
3
6
Jackson Financial Services, LLC logo Jackson Financial Services, LLC
Very High 551
551
1
3
ADG Wealth Management Group, LLC logo ADG Wealth Management Group, LLC
Very High 555
555
1
4
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
ACA/Prudent Investors Planning Corporation
Very High 880
880
1
2
Chiron Capital Management, LLC logo Chiron Capital Management, LLC
Very High 896
896
1
6
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