Clients per advisor for Supported firms serving clients in Pennsylvania

In Pennsylvania, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 636 firms operating in the state, the median clients per advisor is 70, notably above the national median of 47 for this firm category. This suggests that Pennsylvania advisors often manage larger client loads, which may indicate more structured and scalable service models. For clients, this could mean access to firms that balance efficiency with personalized attention, though those seeking highly individualized service might find firms with lower client counts more suitable. Overall, Pennsylvania’s supported firms reflect a mature advisory landscape with a focus on managing broader client bases effectively.

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
Brogan Asset Management, LLC	Very Low 0	1	3	3
Suncoast Capital Management	Very Low 0	1	3	3
Ziv Investment Company	Very Low 1	1	1	4
Zacks Intelligence LLC	Very Low 1	1	1	7
Anthony Petsis & Associates Inc.	Very Low 1	5	4	4
Hill and Labarre Wealth Management	Very Low 2	6	3	3
Investment Consulting Services, LLC	Very Low 3	6	2	3
Luna Partners	Very Low 4	8	2	2
Paoli Financial Advisors, Ltd.	Very Low 5	9	2	2
Astra Prime Wealth Management	Very Low 5	14	3	3
1st Financial Investment, Inc.	Very Low 5	16	3	8
BTG Capital LLC	Very Low 7	13	2	2
Glenayr Family Advisors LLC	Very Low 7	14	2	2
Venture Financial Advisors, LLC	Very Low 7	14	2	2
Templeton Financial Planning	Very Low 8	15	2	2
Collaborative Capital Advisors LLC	Very Low 9	17	2	5
Byerly Investment Management Inc.	Very Low 9	17	2	2
Cunningham Investment Management, LLC	Very Low 9	26	3	4
1015 Capital Partners, LLC	Very Low 9	18	2	2
Goydas Capital Investment Management, LLC	Very Low 10	19	2	2
Raskin Global Inc.	Very Low 10	38	4	4
Prime Solutions Financial Services Corp.	Very Low 10	29	3	3
Goshen Capital LLC	Very Low 10	20	2	2
Third Sigma Investment Advisors LLC	Very Low 11	42	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Pendragon Capital Management, Inc.	Very Low 11	43	4	4
Chestnut Investment Advisory	Very Low 12	12	1	3
Bruce A.. Kraig Associates	Very Low 12	24	2	2
The Financial Advisory Group	Very Low 12	49	4	4
Poxono Capital	Very Low 13	50	4	4
Innovation Partners LLC	Very Low 13	26	2	305
Cooney Financial Advisors Inc	Very Low 13	26	2	2
Stone Fortress Wealth Strategies	Very Low 14	28	2	3
Megaannum Capital, LLC	Very Low 14	28	2	2
Steel Tower Investments	Very Low 15	44	3	5
Protocol Wealth, LLC	Very Low 15	44	3	3
VAM Group, LLC	Very Low 15	30	2	2
Ethos Private Wealth	Very Low 15	46	3	3
Omsai Com LLC	Very Low 16	16	1	10
Grey Owl Capital Management, LLC	Very Low 17	33	2	3
Krempa Associates Inc.	Very Low 17	50	3	6
Arnold Investment Group	Very Low 17	34	2	2
The J.O.. Johnson Group Inc.	Very Low 17	34	2	2
Centurion Counsel Inc	Very Low 17	52	3	3
Vital Capital LLC	Very Low 18	71	4	5
Axion Financial Group LLC	Very Low 18	36	2	2
Orion Financial Advisors	Very Low 18	54	3	3
Sapient Investments LLC	Very Low 18	36	2	2
Dillon Capital Management	Very Low 19	56	3	3
Wealthwise Advisors	Very Low 19	38	2	2
Black Arrow Capital LLC	Very Low 19	38	2	2
Popa Financial Services, Inc.	Very Low 19	38	2	2
IWR Advisors	Very Low 20	39	2	2
Bowen Asset Management LLC	Very Low 20	39	2	2
ETCH Financial	Very Low 20	39	2	2
S & A Financial Strategies & Services, LLC	Very Low 20	39	2	2
World Capital Advisors, LLC	Very Low 20	39	2	2
Innovative Wealth Management	Very Low 20	79	4	4
Defiant Capital Group	Very Low 20	40	2	3
Epic Wealth Management LLC	Very Low 20	80	4	4
Global Wealth Management, LLC	Very Low 20	61	3	3
Peak Financial Planning	Very Low 21	82	4	7
CSG Financial	Very Low 21	62	3	3
Bokeh Capital Partners LLC	Very Low 21	21	1	3
Securities Brokerage Services	Very Low 21	42	2	5
Atmos Advisory, LLC	Very Low 21	85	4	4
SeedSafe Financial LLC	Low 22	86	4	7
Elite Life Management LLC	Low 22	86	4	4
Legacy Investment Advisors, LLC	Low 22	65	3	4
Constantia Capital LLC	Low 22	44	2	2
AEM Asset Management, LLC	Low 22	44	2	2
Mad River Investors	Low 22	89	4	6
Ubequity Wealth Management, LLC	Low 23	45	2	2
Goal Quest Advisors, LLC	Low 23	45	2	2
Park Lane Financial Group LLC	Low 23	45	2	3
Innovate Wealth	Low 23	46	2	2
DuCharme Wealth Advisors, LLC	Low 23	46	2	2
Muntz Financial, LLC	Low 23	93	4	4
Compass Planning Associates, Inc.	Low 24	72	3	3
Emancipare Investment Advisors	Low 25	49	2	2
Cubic Advisors, LLC	Low 25	49	2	2
Apricus Wealth LLC	Low 25	100	4	6
The Astorino Financial Group, Inc.	Low 25	50	2	7
Stone Securities Inc.	Low 26	102	4	4
Lionshead Wealth Management, LLC	Low 26	103	4	4
Meddent Solutions	Low 26	26	1	5
Financial Dimensions, LLC	Low 26	104	4	4
Evident Financial	Low 26	79	3	3
Gallatin Financial Advisors, LLC	Low 26	79	3	3
Thompson Capital Management, LLC	Low 27	80	3	3
Sankala Group LLC	Low 27	107	4	4
Setarcos Wealth Advisors LLC	Low 27	54	2	3
Fortitude Financial Planning LLC	Low 27	54	2	2
Gwynedd Wealth Partners, LLC	Low 28	55	2	2
Nav Wealth Partners	Low 28	55	2	2
Hutchison Whitehead Wealth Management	Low 28	112	4	4
I.M.S. Wealth Management, LLC	Low 28	56	2	2
Providers & Families Wealth Management	Low 28	56	2	2
Webster Street Investment Advisors LLC	Low 28	56	2	2
Brooklyn Plans LLC	Low 28	85	3	3
1492 Capital Management, LLC	Low 28	85	3	5
DeWitt Capital Management	Low 28	85	3	4
LMPG Wealth Advisors, LLC	Low 29	57	2	3
Strategic Financial	Low 29	86	3	3
Red Reef Advisors LLC	Low 29	87	3	3
Harmony Road Advisors	Low 29	58	2	2
Vision Capital & Management	Low 30	59	2	5
Delaware Wealth Planners	Low 30	89	3	4
Meridian Asset Management, LLC	Low 30	60	2	2
Roche Asset Management, LLC	Low 30	60	2	2
Barnstone Advisors LLC	Low 30	90	3	4
Impact Advisors Group	Low 30	90	3	3
Waypoint Financial, LLC	Low 30	60	2	2
Montchanin Asset Management, LLC	Low 30	60	2	2
Benchmark Financial, LLC	Low 30	90	3	3
Reppond Investments, Inc.	Low 30	90	3	4
Delta Capital Management LLC	Low 30	30	1	4
LiftPoint Family Wealth Advisors, LLC	Low 31	61	2	2
Stewards Advisory Services	Low 31	61	2	2
Watkinson Capital Advisors LLC	Low 31	92	3	3
Atlas Wealth Management, LLC	Low 31	93	3	3
IronBridge Wealth Counsel, LLC	Low 31	31	1	3
Brennan Capital Management LLC	Low 31	62	2	2
Century Business & Financial Services	Low 32	63	2	2
Oppenheimer + Close, LLC	Low 32	126	4	5
Malvern Capital Management	Low 32	126	4	5
Bullogic Wealth Management	Low 32	63	2	2
Aventura Capital Management, LLC	Low 32	126	4	4
Bergamot Asset Management LP	Low 32	95	3	8
Provident Wealth Management Inc	Low 32	64	2	2
Plan First Wealth LLC	Low 32	96	3	3
Aeternitas Investment Management, LLC	Low 32	64	2	3
The Private Client Advisory Group, LLC	Low 33	130	4	4
Argyle Capital Management, LLC	Low 33	65	2	3
Maguire Investments LLC	Low 33	130	4	4
Venn Wealth & Benefit Services, LLC	Low 33	130	4	4
TRG Capital Management, Inc.	Low 33	132	4	5
Tenon Financial	Low 33	99	3	3
Abernathy Group II LLC	Low 33	33	1	4
Taconic Advisors	Low 33	133	4	6
M Financial Planning Services, Inc	Low 33	100	3	9
Envest Asset Management, LLC	Low 34	67	2	2
Integrated Wealthcare, LLC	Low 34	135	4	11
Mc2 Financial Advisers, Inc.	Low 34	68	2	4
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Palante Wealth Advisors, LLC	Low 34	102	3	5
Amphora Wealth Management, LLC	Low 34	103	3	3
Retire Pittsburgh Management LLC	Low 35	104	3	4
Attleboro Wealth Management LLC	Low 35	140	4	5
3Roots Wealth Partners LLC	Low 35	106	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Red Spruce Capital, LLC	Low 36	143	4	4
KeyVantage Wealth Advisors	Low 36	143	4	5
Life Stewardship Advisors	Low 37	73	2	3
Wissahickon Wealth Management LLC	Low 37	110	3	3
Falco Wealth Management	Low 37	74	2	3
Omicron Advisors, LLC	Low 37	74	2	2
Northwest Criterion Asset Management, L.L.C.	Low 37	74	2	3
Kingdom Capital Advisors, LLC	Low 37	74	2	2
Paradigm Money Management, LLC	Low 38	150	4	4
Financial Freedom	Low 38	114	3	4
Datalign	Low 38	38	1	20
Abridge Partners, LLC	Low 39	116	3	5
Freedom Family Office, LLC	Low 39	116	3	10
MacDougall Financial Counseling	Low 39	116	3	3
Mission Financial Planning, Inc.	Low 39	117	3	3
Zizzi Investments	Low 39	78	2	3
The Aranda Group Advisors, LLC	Low 39	156	4	8
Halberstadt Financial Consultants Inc	Low 39	157	4	5
APM Wealth	Low 40	79	2	3
JMH Wealth Management, LLC	Low 40	79	2	3
Hayes Wealth Advisors, LLC	Low 40	120	3	3
Ridgewood Capital Management	Low 40	80	2	2
Limerick Financial Group, LLC	Typical 41	81	2	3
Proper Financial, LLC	Typical 41	122	3	3
Figure 8 Investment Strategies LLC	Typical 41	163	4	7
Lyon Wealth Advisors	Typical 41	123	3	3
Saddle River Capital Management, LLC	Typical 41	82	2	2
Investment Advisor Group	Typical 41	123	3	3
Legacy Advisory Services, LLC	Typical 41	123	3	3
Wealthcare Solutions, LLC	Typical 42	83	2	2
Foundation Wealth Management, LLC	Typical 42	167	4	5
Persimmon Capital Management	Typical 43	85	2	3
Ridgewood Investments	Typical 43	170	4	7
Integrity Investment Advisors, LLC	Typical 43	170	4	6
Modern Wealth LLC	Typical 43	85	2	2
Chestnut Street Investment Counsel, LLC	Typical 43	85	2	4
Princeton Capital Management LLC	Typical 43	171	4	10
Retirement Systems LLC	Typical 43	172	4	5
Your Planning Partner LLC	Typical 43	86	2	4
Oak Tree Investment Advisors	Typical 43	130	3	5
Chesapeake Asset Management LLC	Typical 43	130	3	5
Gci Financial Group	Typical 43	130	3	3
Global Value Investment Corporation	Typical 44	174	4	11
Capital Squared Financial LLC	Typical 44	87	2	3
Sound Wealth LLC	Typical 44	44	1	3
Magnolia Private Wealth, LLC	Typical 44	176	4	4
Chesapeake Capital Management, LLC	Typical 44	176	4	8
Compass Investments LLC	Typical 44	176	4	5
RockCrest Financial LLC	Typical 44	133	3	3
Aventine Financial Group	Typical 44	133	3	3
SummitPoint Capital Management	Typical 45	89	2	3
Alexis Advisors	Typical 45	89	2	2
Sensenig Capital Advisors, Inc.	Typical 45	134	3	6
LFN Advisors Inc.	Typical 45	179	4	4
Vista Investment Management, LLC	Typical 45	180	4	4
Portus Wealth Advisors, LLC	Typical 45	135	3	4
Gen Y Planning	Typical 45	90	2	2
46 Peaks Investment Advisory Group	Typical 45	135	3	5
Ethos Capital Management, Inc.	Typical 45	181	4	4
Obrien Greene & Co Inc	Typical 45	136	3	7
Kensington Financial Advisors LLC	Typical 46	91	2	2
Aspire Wealth Architects	Typical 46	137	3	4
Wyze Wealth Advisors, LLC	Typical 46	138	3	5
Robbins Wealth Management	Typical 46	139	3	3
Northeast Advisory Group, LLC	Typical 47	93	2	2
Lighthouse Wealth Management, LLC	Typical 47	93	2	2
Lynch Investment Planning, LLC	Typical 47	140	3	3
Meadowbrook Advisors	Typical 47	142	3	4
Friedenthal Financial, LLC	Typical 48	190	4	4
Northeastern Financial Consultants, Inc.	Typical 48	95	2	2
RMAS, Inc.	Typical 48	95	2	4
MOR Wealth Management, LLC	Typical 48	143	3	8
Sacks & Associates, LLC	Typical 48	143	3	4
Prospect Financial Group LLC	Typical 48	48	1	1
Congress Park Capital LLC	Typical 48	145	3	4
Direct Financial Care	Typical 49	97	2	2
Arsenal Capital Advisors LLC	Typical 49	97	2	3
Nia Impact Capital	Typical 49	147	3	9
Valley Brook Capital Group	Typical 49	196	4	6
RCPlanners	Typical 49	148	3	3
Crossover Capital	Typical 50	99	2	3
Holistic Finance LLC	Typical 50	198	4	5
Viable	Typical 50	199	4	6
Santori & Peters	Typical 50	199	4	5
Creative Capital Wealth Management Group	Typical 50	200	4	5
Lee-Kelleher Wealth Management	Typical 50	151	3	3
Walsky Investment Management Inc	Typical 51	101	2	2
Larimer Capital Corporation	Typical 51	101	2	4
Stone Pine Financial Partners	Typical 51	202	4	5
McDowell Associates Investments, LP	Typical 51	152	3	3
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Donald W. Nicholson & Associates Ltd	Typical 52	156	3	5
Five Rivers Financial Advisors, LLC	Typical 52	104	2	2
Buffalo Valley Wealth Plus	Typical 52	209	4	4
Charter Research & Investment Group Inc	Typical 53	158	3	3
Addis & Hill, Incorporated	Typical 53	159	3	6
North River Wealth Advisors	Typical 53	106	2	3
RWM Asset Management, LLC	Typical 53	213	4	4
Sigma Financial, Inc.	Typical 53	160	3	19
Yanni & Associates Investment Advisors, LLC	Typical 54	107	2	2
Essex Private Wealth Management LLC	Typical 54	216	4	6
Mark Gillam Enterprises	Typical 54	108	2	6
River's Edge	Typical 54	217	4	5
Bannerman Wealth	Typical 54	163	3	5
Craftwork Capital LLC	Typical 54	163	3	3
Blue Bear Financial, LLC	Typical 54	163	3	6
Stratacore Capital Management, LLC.	Typical 55	109	2	2
Equitta Advisors LLC	Typical 55	109	2	2
Vericrest Private Wealth, LLC	Typical 55	109	2	2
Spark Financial Advisors	Typical 55	164	3	7
Walls Investment Management Company	Typical 55	110	2	4
Coastal Wealth Advisors, LLC	Typical 55	110	2	2
Cross Border Financial Planning USA LLC	Typical 55	165	3	3
Advocate Investing Services	Typical 55	220	4	5
Trinity Wealth Management, LLC	Typical 55	220	4	7
Randall & Associates Wealth Management	Typical 55	166	3	3
Hwa Financial Group	Typical 56	167	3	4
Herr Capital Management LLC	Typical 56	112	2	2
Yardley Wealth Management LLC	Typical 56	169	3	8
Riverchase Wealth Management, LLC	Typical 56	169	3	5
My Wealth Management, Inc.	Typical 57	114	2	2
Millennial Wealth	Typical 57	229	4	6
Alvin Clay Financial Advisors, LLC	Typical 57	172	3	5
YFP Wealth	Typical 58	230	4	7
Eamon Capital Management, LLC	Typical 58	58	1	4
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Quorus Inc.	Typical 58	174	3	7
Kailasa Capital Management LLC	Typical 58	116	2	3
Brilliant Advice, LLC	Typical 58	116	2	2
Mench Financial Inc	Typical 58	175	3	4
Mighty Oak Strong America Investment Company	Typical 58	175	3	4
S.F. Ehrlich Associates, Inc.	Typical 59	117	2	2
VaMa Oak Wealth, LLC	Typical 59	117	2	2
Taverik Capital, LLC	Typical 59	117	2	10
Hartley Advisors Corp.	Typical 59	118	2	3
Heritage Wealth Management Group, Ltd	Typical 59	177	3	5
Rockford Financial Planning	Typical 59	118	2	3
CGI Wealth Advisors, Inc.	Typical 59	118	2	2
McKinley Financial	Typical 59	237	4	4
Fortis Wealth Management	Typical 60	179	3	3
Healthview Asset Management, Inc.	Typical 60	180	3	4
360 Ira	Typical 60	180	3	3
Great Oak Wealth Management, Inc	Typical 60	120	2	2
Main Line Group Wealth Management, LLC	Typical 60	60	1	3
Oceanside Advisors LLC	Typical 60	240	4	5
Shearwater Capital	Typical 60	180	3	4
Moralis Technologies, LLC	Typical 60	60	1	13
Pleasantdale Wealth Management, LLC	Typical 60	181	3	3
Sullivan Financial, LLC	Typical 61	121	2	4
Hyperion Financial	Typical 61	182	3	3
Crossgate Wealth Advisors, LLC	Typical 61	183	3	6
G. Earl Mowrey & Co., L.L.C.	Typical 61	122	2	2
Matune Basile Advisors	Typical 61	245	4	5
Pacific Landfall	Typical 62	123	2	2
Banyan Global Investment Advisors, LLC	Typical 62	123	2	4
American Financial Management, Ltd.	Typical 62	124	2	2
Mount Vernon Associates Inc	Typical 62	62	1	3
Old Security Group	Typical 62	62	1	3
Scarsdale Investment Group, Ltd.	Typical 62	124	2	3
Tufton Capital Management, LLC	Typical 62	248	4	9
U.S. Private Wealth, LLC	Typical 63	189	3	3
Schuylkill Financial, LLC	Typical 63	126	2	2
Daviman Financial, LLC	Typical 63	190	3	6
Maryland Capital Advisors, Inc.	Typical 63	190	3	7
Revalue LLC	Typical 64	254	4	8
Wills Financial Group, LLC	Typical 64	254	4	5
Barnes Dennig Private Wealth Management, LLC	High 64	191	3	7
Tandem Investment Partners, LLC	High 64	191	3	4
Return on Life Wealth Partners	High 64	255	4	13
Markle Financial LLC	High 64	257	4	7
Jarrod Adams Investing, LLC	High 65	129	2	3
Silvestri Financial and Tax Advisors, Inc	High 65	129	2	3
N1 Advisors	High 65	194	3	7
Weingarten Associates, L.L.C.	High 65	65	1	2
Altura Wealth Advisors	High 65	261	4	6
Personal Financial Solutions, LLC	High 66	131	2	2
Lake Road Advisors, LLC	High 66	132	2	2
Campbell Financial Partners, LLC	High 66	132	2	2
Eagle Investment Advisors	High 66	132	2	2
The Investment Connection LLC	High 66	132	2	2
NFI, LLC	High 67	134	2	2
Kohlhepp Investment Advisors, Ltd.	High 67	201	3	6
First Growth Capital LLC	High 67	67	1	4
Braun-Bostich & Associates Inc.	High 67	269	4	7
Audible Wealth Management	High 67	269	4	5
Haddonfield Financial Planning LLC	High 68	203	3	3
Financial Asset Management Corp	High 68	204	3	3
Moore Wealth	High 68	204	3	6
WJ Financial Advisors, LLC	High 68	272	4	4
Financial Futures	High 68	204	3	5
Kapusta Financial Group	High 68	205	3	4
Antonetti Capital Management, LLC	High 69	137	2	2
First Wilshire Securities Management, Inc.	High 69	275	4	9
J. Benjamin Financial, LLC	High 69	138	2	4
Fairfield Financial Advisors	High 69	138	2	4
Aspire Financial, Inc.	High 69	208	3	3
Cope Connelly	High 70	139	2	6
Partnership Wealth Management	High 70	139	2	3
Masters Legacy Planning	High 70	139	2	5
Kagan Coccoza Asset Management	High 70	139	2	2
Palatine Hill Wealth Management	High 70	279	4	5
Cole Wealth Management, LLC	High 70	280	4	4
Gurniak Financial Advisors, Inc.	High 70	70	1	3
Third Eye Associates, Ltd	High 70	211	3	3
Chartered Advisory Group	High 71	283	4	6
Marks Wealth Management	High 71	283	4	5
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Renaissance Wealth Management, LLC	High 71	142	2	3
Cedar Spring Advisors, LLC	High 71	284	4	4
Investable Wealth, LLC	High 72	143	2	2
ILG Private Wealth, Inc.	High 72	143	2	2
Legend Financial Advisors Inc	High 72	215	3	11
Piedmont Wealth Advisory	High 72	215	3	3
TC Financial Management, Co Inc.	High 72	144	2	5
Chicago Wealth Management, Inc.	High 72	288	4	6
Nolan Capital Advisors LLC	High 73	145	2	2
Sovereign Financial Services, LLC	High 73	145	2	2
Rooted Planning Group	High 73	218	3	7
High Point Wealth Management, LLC	High 73	146	2	2
Dunham Lane Capital Partners LLC	High 73	146	2	2
NexWealth LLC	High 74	147	2	6
Harvest Financial Partners	High 74	147	2	2
Copperleaf Capital, LLC	High 74	297	4	7
Avantra Family Wealth, Inc.	High 74	223	3	6
Financial Life Planners	High 75	298	4	7
Newbridge Wealth Management	High 75	150	2	3
Holos Integrated Wealth	High 75	225	3	5
4 Th River Financial Group, Inc.	High 75	301	4	4
Davidson Wealth Management LLC	High 76	228	3	5
Qualified Planning	High 76	152	2	4
Twinleaf Financial Advisors	High 76	76	1	3
Guidance Wealth Advisors LLC	High 77	153	2	4
Leonard Advisory Group LLC	High 77	230	3	3
Meschel Wealth Management LLC	High 78	155	2	3
Rightwealth Advisors, LLC	High 78	234	3	4
Town Capital	High 78	156	2	3
Reframe Wealth, LLC	High 78	235	3	5
Blue Marble Investments	High 78	235	3	3
IQVestment, LLC	High 78	235	3	5
RoundAngle Advisors LLC	High 79	157	2	3
Pointer Financial Advisors LLC	High 79	157	2	5
DWD Portfolio Solutions, Inc.	High 79	316	4	6
Main Line Retirement Advisors, LLC	High 79	158	2	3
Cohen Investment Advisors, LLC	High 79	237	3	7
Kubhera Enterprises LLC	High 79	238	3	5
Guardian Capital, LLC	High 80	240	3	4
Meta Wealth Advisory	High 81	81	1	3
Investable	High 81	81	1	4
Networth Asset Management, Inc.	High 82	245	3	3
Odyssey Group Wealth Advisors	High 82	245	3	6
Wellington Adams Investment Advisory, LLC	High 82	328	4	5
Wagner Wealth Management, Corp.	High 82	246	3	5
PTM Wealth Management, LLC	High 82	164	2	7
Passive Management LLC	High 83	166	2	2
Rowley Financial	High 83	166	2	3
Vermillion & White Wealth Management Group	High 84	334	4	4
Odyssey Capital Advisors Inc.	High 84	252	3	5
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Corrado Advisors, LLC	High 84	337	4	9
ECON Wealth Management	High 84	337	4	7
Storehouse Investments LLC	High 85	170	2	4
Opulus	High 85	170	2	2
MB, Levis & Associates, LLC	High 85	170	2	4
Ithax Financial LLC	High 86	171	2	2
Asset Advisory Group, Inc.	High 86	171	2	5
Crosswalk Investment Advisory, Inc.	High 86	171	2	2
Winthrop Partners - EPA, LLC	High 86	172	2	5
Flagship Capital Management Inc	High 87	173	2	4
Erickson Financial Group, LLC	High 87	260	3	6
The Clifford Group LLC	High 87	261	3	6
Englebert Financial Advisers, LLC	High 88	264	3	3
A Better Way Financial, LLC	High 89	354	4	10
MF Advisers, Inc.	High 89	177	2	2
Invested Advisors	High 89	266	3	5
Hillman Capital Management Inc	High 89	178	2	7
Novus Advisors	High 89	267	3	5
Sequoia Wealth Management Group	High 89	89	1	3
BCK Partners, Inc.	High 89	178	2	5
Snider Advisors	High 89	357	4	4
Cooper Eagle, LLC	High 90	179	2	8
Steeloaks Investment Advisers, Inc.	High 90	269	3	3
Omc Financial Services Ltd	High 90	269	3	7
Bone Fide Wealth	High 90	180	2	4
ONE-UP Financial	High 90	90	1	9
Insight Total Stewardship	High 90	0	2	2
TJT Capital Group, LLC	High 91	181	2	4
McCarthy Wealth & Tax Advisors	High 91	272	3	4
Auour Investments LLC	High 91	363	4	7
Accordant Advisory Group, Inc.	High 91	182	2	3
Archetype Advisors, LLC	High 92	275	3	4
Arcadia Wealth Management	High 92	275	3	6
Total Financial Management, LLC	High 92	184	2	2
Korving & Company LLC	High 93	278	3	3
TLC Group Investment Advisors, LLC	High 93	186	2	6
Successful Wealth Strategies, LLC	High 94	187	2	2
WealthPoint Advisors	High 94	375	4	7
Parvin Asset Management, LLC	High 94	94	1	6
Brightside Wealth Planning, LLC	High 94	188	2	2
Elevation Advisory Partners LLC	High 95	378	4	5
Wealth Planning Group	High 95	380	4	6
Waterstone Financial Advisory LLC	High 95	285	3	5
Hippocratic Financial Advisors	High 96	382	4	29
Dominguez Wealth Management Solutions, Inc.	High 96	192	2	2
VCP Financial LLC	High 96	385	4	5
Portfolio Strategies Inc	High 96	289	3	5
Safe Harbor Retirement Planners	High 97	290	3	4
Gem-Young Wealth Advisors, LLC	High 97	291	3	6
WMS Wealth Planners	High 97	292	3	6
Laurel Financial Group Inc	High 98	195	2	8
Alere Planning LLC	High 98	195	2	3
Bull Street Advisors	High 98	98	1	1
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Law & Associates Inc	High 99	297	3	6
Lancaster County Financial Group, LLC	High 99	198	2	3
Winthrop Partners - WNY, LLC	High 100	299	3	4
Merryfield Barnes, LLC	High 100	200	2	4
Stephen J. Garry & Associates, LLC	High 100	300	3	4
Seaside Wealth Advisors LLC	High 100	400	4	5
Milinovich & Co., Inc.	High 100	301	3	3
Pegasus Management Services L.L.C.	High 101	201	2	2
Z3 Capital Partners	High 101	303	3	5
Park Square Financial Group LLC	High 101	404	4	5
Moyer Wealth Management	High 101	101	1	3
Cambridge Financial Group, Inc.	High 102	306	3	6
Sage Investment Advisers LLC	High 102	307	3	5
Centauri Advisory Group, Inc.	High 103	410	4	5
Synergy Investment Group, LLC	High 103	205	2	5
Clarion Wealth Management Partners	High 103	411	4	8
Bouvel Investment Partners, LLC	High 103	206	2	4
FamilyWealth Asset Management	High 103	413	4	4
Brandywine Financial Group, Inc.	High 104	208	2	2
Winthrop Partners - WPA, LLC	High 104	104	1	3
Borer Denton & Associates, Inc.	High 105	209	2	4
Merkkuri Wealth Advisors LLC	High 105	209	2	7
Targeted Financial Services, LLC	Very High 106	422	4	5
Finer Wealth Management, Inc.	Very High 107	213	2	7
Oxford Chase Advisors LLC	Very High 107	320	3	3
Main Advisory, Inc.	Very High 107	214	2	4
Physician Wealth Solutions	Very High 107	107	1	1
Shepherd Wealth Management	Very High 108	430	4	4
Eastwind Capital Wealth Management	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
Main Street Advisors, LLC	Very High 109	109	1	3
Bluefin Financial	Very High 110	329	3	4
Myers Capital Management, Inc	Very High 110	110	1	3
Actify Investor Retirements, LLC	Very High 110	220	2	2
Godshalk Welsh Capital Management, Inc.	Very High 110	110	1	2
BNB Wealth Management, LLC	Very High 110	441	4	5
Duke and Duke Wealth Management LLC	Very High 110	331	3	4
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
Turner Capital Investments, LLC	Very High 111	333	3	4
MFA Wealth Services	Very High 112	224	2	3
McCollum Christoferson Group, LLC	Very High 112	337	3	6
Lavish Financial Planning	Very High 113	225	2	4
Saiph Capital, LLC	Very High 113	225	2	4
Your Private Client Group, Inc.	Very High 113	225	2	2
Carnegie Wealth Management, LLC	Very High 113	226	2	6
Roland Financial Wealth Management LLC	Very High 114	341	3	5
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Personal Financial Profiles Inc	Very High 114	228	2	2
Lighthouse Financial Services Inc	Very High 115	458	4	6
The Mustico Financial Group, Inc.	Very High 115	460	4	4
ADIRONDACK CAPITAL ADVISORS, llc	Very High 115	460	4	7
Kilner Capital Advisors, LLC	Very High 115	230	2	3
Concorde Financial Resources	Very High 116	231	2	2
Coy Capital Management	Very High 116	116	1	5
River Wealth Management LLC	Very High 116	232	2	3
Financial Planning Advisors Inc.	Very High 116	232	2	5
Copper Beech Financial Group, LLC	Very High 118	118	1	9
Oaktrust Wealth Advisors, LLC	Very High 118	236	2	3
Asset Strategy Retirement Plan Consultants, LLC	Very High 119	237	2	5
Mccann Wealth Strategies,Inc.	Very High 119	119	1	4
Flax Pond Capital, LLC	Very High 119	119	1	2
The David J. Yvars Group Inc.	Very High 119	476	4	6
Roxbury Financial	Very High 120	239	2	3
Calvert Wealth Management, Inc.	Very High 120	360	3	4
Woloshin Investment Management, LLC	Very High 120	361	3	3
Northstar Advisory Group, LLC	Very High 120	361	3	9
Oliver Wealth Management	Very High 121	484	4	6
Florin Pensions LLC	Very High 121	485	4	5
Embark Wealth Management, LLC	Very High 123	369	3	3
JPL Asset Management and Planning, LLC	Very High 123	369	3	3
Massey Morgan Wealth Management, LLC	Very High 125	249	2	2
Hershey Financial Advisers, LLC	Very High 125	499	4	6
Pereon Wealth LLC	Very High 125	125	1	7
Connolly Financial Advisors, Inc.	Very High 125	125	1	5
Berkshire Advisors, Inc.	Very High 125	250	2	2
Physician Family Financial Advisors Inc	Very High 125	376	3	4
Digital Asset Investment Management	Very High 128	255	2	4
Alcyon Wealth Partners	Very High 128	383	3	5
Jericho Financial	Very High 130	390	3	3
Rice Wealth Management Group, Inc.	Very High 130	130	1	3
The Pines Wealth Management, LLC	Very High 131	262	2	4
Godfrey Financial Associates, Inc.	Very High 132	395	3	3
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Mullooly Asset Management, Inc.	Very High 133	533	4	4
Redwood Wealth Management Group, LLC	Very High 133	400	3	4
Trendscast Financial LLC	Very High 134	267	2	2
Prometheus Capital Management Corp.	Very High 134	268	2	4
Financial Advisors Consortium, Inc.	Very High 134	134	1	3
Chesapeake Financial Advisors	Very High 134	268	2	10
Elevate Wealth Management	Very High 135	269	2	5
WealthFD	Very High 135	406	3	16
LDN Wealth, LLC	Very High 136	271	2	5
Westmark Wealth Management	Very High 136	543	4	4
Pearl Wealth Group	Very High 137	273	2	4
AMFG Wealth Management LLC	Very High 137	547	4	4
JMS Capital Group Wealth Services, LLC	Very High 138	415	3	4
Kovalcik & Geraghty Wealth Partners LLP	Very High 139	277	2	4
Mediate Financial Investment Advisory Services, LLC	Very High 139	417	3	3
Snavely Associates Financial Services	Very High 140	279	2	2
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Fingerlakes Wealth Management, Inc.	Very High 141	564	4	4
Elm Capital Management LLC	Very High 141	564	4	6
The Pitti Group Wealth Management, LLC	Very High 142	568	4	6
BIG Investment Services	Very High 142	569	4	8
Callahan Wealth Advisory	Very High 143	285	2	4
Avail Investment Partners, LLC	Very High 143	143	1	8
Financial Advisory Services, LLC	Very High 143	286	2	2
Candace Shira Associates, LLC	Very High 144	431	3	4
Prosperity Advisers, LLC	Very High 145	289	2	8
TruNorth Financial Services, Inc.	Very High 146	439	3	6
Semus Wealth Partners, LLC	Very High 147	147	1	3
Vital Wealth Management, LLC	Very High 148	296	2	2
Atlas Wealth Partners LLC	Very High 149	297	2	3
Bradley Advisory	Very High 149	298	2	2
Montgomery Financial	Very High 149	596	4	6
Flagship Private Wealth	Very High 149	597	4	4
Metanoia Financial, LLC	Very High 151	151	1	3
Grandview Asset Management LLC	Very High 152	606	4	9
Baron Financial Group LLC	Very High 153	306	2	9
The Simmons Partnership, Inc	Very High 154	307	2	3
Redwood Financial Planning, LLC	Very High 155	621	4	4
Sherpa Capital Management	Very High 158	158	1	3
Oars Capital	Very High 158	158	1	3
Diccianni Financial Group, Inc.	Very High 158	316	2	4
MarketRiders	Very High 159	477	3	6
Advice & Planning Services LLC	Very High 160	319	2	2
Kleinfelder Capital, Inc.	Very High 160	481	3	5
MWM Group LLC	Very High 164	328	2	4
Mangolds Investment Advisors Inc.	Very High 164	493	3	3
Legacy Wealth Management Inc.	Very High 166	665	4	10
Omniwealth Investments LLC	Very High 167	167	1	4
Investment Management & Planning LLC	Very High 168	503	3	3
FSC Wealth Advisors, LLC	Very High 172	686	4	5
First Financial Advisory Services Inc	Very High 172	516	3	7
Alsworth Capital Management, LLC	Very High 172	172	1	8
APEX Investment Group	Very High 173	519	3	6
Eaton Financial Group	Very High 174	347	2	4
Premier Private Wealth Management, LLC	Very High 175	698	4	4
Stride Investments, LLC	Very High 175	524	3	8
Saos Capital, LLC	Very High 179	536	3	4
Foresight Capital Management Advisors, Inc.	Very High 179	537	3	10
Seraphim Capital Management, LLC	Very High 180	180	1	3
Morgan Financial Incorporated	Very High 186	186	1	5
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Taylor Securities Services, Inc.	Very High 191	765	4	11
Auspicious Financial Planning, LLC	Very High 193	193	1	2
Spyrnal Financial Group	Very High 194	387	2	4
Leicht Financial Planning and Wealth Management	Very High 194	194	1	5
MFG Private Wealth	Very High 194	777	4	4
Fund Advisors of America Inc	Very High 195	585	3	3
Graney & King, LLC	Very High 198	791	4	4
Aljen Asset Management LLC	Very High 199	397	2	5
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Axiom Investment Management LLC	Very High 201	201	1	10
Ata Management Strategies Inc	Very High 203	405	2	2
Bishop & Company Investment Management, LLC	Very High 204	204	1	3
Waypoint Wealth Management	Very High 204	204	1	3
Huffman & Ross Wealth Management LLC	Very High 204	408	2	2
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Cornerstone Alternatives	Very High 205	410	2	6
Christine Messmer, P.C.	Very High 206	206	1	1
Borabond, LLC	Very High 207	207	1	3
Federal Prep	Very High 212	637	3	5
The Chartist	Very High 213	426	2	3
Stern Capital Management, Inc.	Very High 216	649	3	3
Hfm Investment Advisors, Inc.	Very High 218	218	1	1
Joseph P. Lucia & Associates, LLC	Very High 221	662	3	5
Camelot Portfolios, LLC	Very High 221	662	3	7
Arista Advisory Group, LLC	Very High 222	222	1	3
Kiker Wealth Management, LLC	Very High 224	894	4	9
Trident Advisors Inc	Very High 224	224	1	3
Q Capital Solutions	Very High 225	225	1	2
HF Advisory Group, LLC	Very High 230	460	2	6
Safe Harbor Wealth Advisors, LLC	Very High 232	463	2	3
Fort Henry Capital, LLC	Very High 233	466	2	2
Catoctin Ridge Wealth Partner	Very High 233	933	4	5
Capital Wealth Investments	Very High 235	469	2	3
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
Anchored Financial Planning LLC	Very High 250	500	2	5
Pinnacle Strategic Wealth Management, LLC	Very High 251	501	2	2
Retirement Planning Group, LLC	Very High 261	1,043	4	8
Rockdale Financial Services, Inc.	Very High 262	262	1	5
Nestlerode & Loy, Inc.	Very High 262	262	1	4
Rolek Retirement Planning	Very High 262	262	1	1
Boyd Capital	Very High 266	532	2	3
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Genesee Capital Advisors, LLC	Very High 272	544	2	4
Bullseye Investment Management, LLC	Very High 280	1,120	4	6
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
Foundation Capital Management, LLC	Very High 295	589	2	2
Tower Wealth Partners	Very High 307	920	3	9
SavvyFi	Very High 307	307	1	15
Peakstone Financial Advisors	Very High 319	319	1	4
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Sector Analysts LLC	Very High 339	677	2	4
Kissling Financial Services, LLC	Very High 345	689	2	2
GreenPortfolio Inc.	Very High 346	346	1	6
Gunderson Capital Management	Very High 347	694	2	4
Schenley Capital, Inc	Very High 355	355	1	3
Costello Asset Management, Inc.	Very High 356	356	1	3
Engleson & Associates	Very High 362	362	1	4
Livelsberger Financial Advisory	Very High 371	371	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
Polaris Financial, LLC	Very High 426	852	2	2
MFP Financial Services, LLC	Very High 428	1,284	3	5
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Lange Financial Group, LLC	Very High 462	462	1	6
Chapel Hill Investment Analysts Inc	Very High 470	1,411	3	3
Arta Finance	Very High 522	1,043	2	68
Wealth Management Corporation	Very High 547	1,641	3	6
Jackson Financial Services, LLC	Very High 551	551	1	3
Kennon Financial	Very High 741	741	1	3
Valor Financial Services, LLC	Very High 838	1,675	2	2
Plan Confidence Corporation	Very High 859	859	1	3
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2
Chiron Capital Management, LLC	Very High 896	896	1	6

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