Clients per advisor for Supported firms serving clients in Virginia

In Virginia, supported financial advisory firms tend to have a higher client load per advisor compared to the national median, with a state median of 68 clients per advisor versus the national median of 47. This suggests that advisors in Virginia often operate with more structured, scalable models, potentially serving broader client bases while maintaining efficiency. With 589 supported firms in the state, clients may find a range of service styles, but the overall trend leans toward advisors managing larger client rosters, which could mean more standardized processes and possibly lower fees. Those seeking highly personalized attention might need to look for firms with lower client counts within 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
Dauntless Advisory, LLC	Very Low 1	3	3	5
Zacks Intelligence LLC	Very Low 1	1	1	7
Enriched Advice	Very Low 3	5	2	2
JB Wealth Advisors LLC	Very Low 3	3	1	3
Martello Retirement and Wealth, LLC	Very Low 3	6	2	2
LegacyBridge Wealth Management, LLC	Very Low 4	7	2	2
Robinson Global Investment Management LLC	Very Low 4	8	2	2
Astra Prime Wealth Management	Very Low 5	14	3	3
Grammatical Capital, LLC	Very Low 5	10	2	2
Rival Capital Management, LLC	Very Low 5	10	2	2
B&L Wealth Group, LLC	Very Low 6	11	2	2
Noorvest	Very Low 6	12	2	2
Valley Investors Corporation	Very Low 6	12	2	2
American Values Investments, Inc.	Very Low 6	6	1	4
Baker Asset Management, LLC	Very Low 6	12	2	2
AD Deum Funds, LLC	Very Low 7	13	2	2
Monument Advisers	Very Low 7	27	4	4
Weisert Investment Services, Inc.	Very Low 7	14	2	2
DP Grow LLC	Very Low 7	14	2	4
Glenayr Family Advisors LLC	Very Low 7	14	2	2
Iconic Wealth Management	Very Low 7	14	2	2
Insight Financial, Inc.	Very Low 8	15	2	2
Roseline Capitol Advisors, LLC	Very Low 8	25	3	5
Virginia Global Asset Management, LLC	Very Low 9	17	2	2
Goydas Capital Investment Management, LLC	Very Low 10	19	2	2
Raskin Global Inc.	Very Low 10	38	4	4
Vesteer Wealth Management, LLC	Very Low 10	29	3	3
Zak Investment Management Company, LLC	Very Low 10	20	2	2
Horizon Capital Management, Inc.	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
CST Advisory Services, LLC	Very Low 11	11	1	5
Acts Financial Advisors	Very Low 12	23	2	2
Real Life Planning	Very Low 12	23	2	2
Vistafront Partners Inc	Very Low 12	24	2	2
Kuhn & Company Investment Counsel, LLC	Very Low 13	50	4	4
Pilot Retirement Advisors	Very Low 13	25	2	2
Carr Capital Management	Very Low 13	25	2	2
NHABLA	Very Low 13	25	2	2
Twin Rivers Advisors, LLC	Very Low 13	25	2	3
Malatai Capital LLC	Very Low 13	38	3	3
Innovation Partners LLC	Very Low 13	26	2	305
District Capital Management, LLC	Very Low 13	40	3	5
Edgewater Asset Management	Very Low 14	28	2	2
Silverstone Financial LLC	Very Low 14	28	2	2
Oxford Capital Management	Very Low 15	29	2	2
Springreef LLC	Very Low 15	29	2	2
R & J Financial Partners, LLC	Very Low 15	29	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Olsen Family Financial, LLC	Very Low 15	46	3	3
Levatus LLC	Very Low 15	46	3	4
Allridge Wealth Management, Inc	Very Low 16	31	2	2
Omsai Com LLC	Very Low 16	16	1	10
Generational Private Wealth	Very Low 16	49	3	3
Elemental Capital Management, LLC	Very Low 17	33	2	2
Grey Owl Capital Management, LLC	Very Low 17	33	2	3
Vernon Management Group, Incorporated	Very Low 17	50	3	3
Echelons Capital, LLC	Very Low 17	34	2	2
Sanctuary Financial Planning, LLC	Very Low 17	51	3	3
Alikos Wealth Management, LLC	Very Low 17	34	2	2
Tyton Wealth	Very Low 17	34	2	2
Swift Run Capital Management	Very Low 17	52	3	3
Kamke Investment Strategies Inc.	Very Low 18	35	2	2
CJC Wealth Management	Very Low 18	72	4	6
CIRRUS CAPITAL MANAGEMENT, LLC	Very Low 18	36	2	2
Regista Financial Strategies, LLC	Very Low 18	36	2	2
Ithaka Financial Planning, LLC	Very Low 18	55	3	3
Integrity Investing, Inc	Very Low 19	37	2	2
Mint Asset Management LLC	Very Low 19	56	3	4
Potomac Wealth Management LLC	Very Low 19	38	2	2
Ranger Global Holdings LLC	Very Low 19	38	2	2
World Capital Advisors, LLC	Very Low 20	39	2	2
Sherpa Financial Guides, Inc.	Very Low 20	39	2	2
Re Envision Wealth	Very Low 20	78	4	5
Empire Advisors Wealth Management LLC	Very Low 20	59	3	4
Global Wealth Management, LLC	Very Low 20	61	3	3
EGP Wealth Management, LLC	Very Low 21	82	4	5
Arrow Wealth Advisory LLC	Very Low 21	21	1	1
Beale Healy Investment Advisors Inc	Low 22	43	2	3
SMP Financial Planning, LLC	Low 22	43	2	2
Richmond Quantitative Advisors, LLC	Low 22	44	2	2
Integrity Road Wealth Partners LLC	Low 22	66	3	3
Bowen Financial Services, LLC	Low 22	67	3	3
Capital Assets Planning Incorporated	Low 23	45	2	2
Twin Robins Capital	Low 23	45	2	2
East West Investment Advisors, LLC	Low 24	47	2	2
Alperin Financial Solutions	Low 24	47	2	2
Evolutionary Tree Capital Management, LLC	Low 24	47	2	5
MZ Capital, LLC	Low 24	71	3	3
WS Wealth Management, LLC	Low 24	71	3	3
Bassam Wealth Management, LLC	Low 24	24	1	3
Jade & Cowry LLC	Low 25	50	2	2
Apricus Wealth LLC	Low 25	100	4	6
Sandpiper Capital, LLC	Low 25	50	2	2
Taber Asset Management L.L.C.	Low 25	101	4	4
Arthur Stein Financial, LLC	Low 25	76	3	3
Pierce Wealth Partners, Inc.	Low 26	51	2	5
Baer Investment Advisory LLC	Low 26	77	3	4
Capitol Financial Consultants, Inc.	Low 27	107	4	4
Downshift Financial	Low 27	81	3	3
Florin Group, LLC	Low 27	81	3	4
American Financial Planning, Inc.	Low 27	81	3	3
The Table Financial Planning LLC	Low 27	108	4	4
Manuka Financial	Low 28	56	2	2
King George Capital Mgmt, Inc.	Low 28	56	2	2
Rechter Wealth Management, LLC	Low 29	57	2	2
Bonwell Capital Management, LLC	Low 29	57	2	2
Trio Wealth Management, LLC	Low 29	86	3	4
8th Street Investments, LLC	Low 29	58	2	3
Bethesda Financial Advisors, LLC	Low 29	58	2	2
Piedmont Capital Management, LLC	Low 29	88	3	24
Sierra Hotel Financial LLC	Low 30	59	2	3
Radiant Wealth Planning	Low 30	59	2	2
Demand Wealth	Low 30	60	2	3
Omega Wealth Management LLC	Low 30	121	4	7
Sampatti financial llc	Low 31	61	2	2
Rockingstone Advisors	Low 31	61	2	3
Brightscape Investment Centers	Low 31	123	4	4
Strategic Wealth Capital	Low 33	65	2	5
3Summit Investment Management, LLC	Low 33	99	3	3
Schutt Capital Management LLC	Low 33	66	2	3
Abernathy Group II LLC	Low 33	33	1	4
Strategent Financial, LLC	Low 34	134	4	6
Donalies Financial Planning, LLC	Low 34	135	4	5
Kirk Capital Advisors LLC	Low 34	135	4	5
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Ivy League Financial Advisors LLC	Low 34	102	3	4
Brass Capital	Low 34	68	2	5
Sovereign Capital Vantage, Inc.	Low 34	68	2	2
Washington Growth Strategies LLC	Low 35	35	1	1
Sound Investment Management Inc	Low 35	140	4	4
Renew Wealth Management LLC	Low 35	35	1	3
Haws Financial Planning LLC	Low 35	105	3	5
CrossGrain Family Investments, LLC	Low 35	70	2	2
Bulwark Capital Corporation	Low 35	70	2	2
Campion Asset Management, LLC	Low 35	106	3	3
Westhampton Capital	Low 36	142	4	4
Portfolio Advisory Group, Inc.	Low 36	71	2	2
PeaceLink Financial Planning	Low 36	71	2	3
Evergreen Wealth Advisors	Low 36	142	4	18
Revolution Wealth, LLC	Low 36	107	3	3
Tessara Wealth	Low 36	143	4	6
Red Spruce Capital, LLC	Low 36	143	4	4
MWA Investments, LLC	Low 36	36	1	1
Wisdom Planning Group	Low 36	109	3	3
Stone Legacy Capital LLC	Low 37	73	2	2
Peltoma Capital Partners	Low 37	73	2	2
South Atlantic Capital Management Group, Inc.	Low 37	73	2	2
Kingdom Capital Advisors, LLC	Low 37	74	2	2
Impact Capital, LLC	Low 37	112	3	4
Sagevest Wealth Management	Low 38	150	4	6
Doxa Capital, LLC	Low 38	75	2	2
DouglasBradley LLC	Low 38	75	2	3
T/R Financial Management Group, LLC	Low 38	75	2	2
Frontier Financial Partners, LLC	Low 38	151	4	5
C.M.Bidwell & Associates Ltd	Low 38	151	4	5
Intentional Wealth Partners	Low 38	152	4	4
Datalign	Low 38	38	1	20
PeakValley Wealth, LLC	Low 38	153	4	4
Alpha Advisors, LLC	Low 38	115	3	4
Freedom Family Office, LLC	Low 39	116	3	10
Mission Financial Planning, Inc.	Low 39	117	3	3
Zizzi Investments	Low 39	78	2	3
Virginia Wealth Management Group, Inc.	Low 39	117	3	4
White Pine Capital LLC	Low 40	79	2	7
DecisionMap Wealth Management, LLC	Low 40	159	4	5
Hayes Wealth Advisors, LLC	Low 40	120	3	3
Bryant & Brannock, LLC	Typical 41	122	3	3
Orion Capital Management LLC	Typical 41	163	4	4
Lyon Wealth Advisors	Typical 41	123	3	3
Northern Lights Advisors, Inc.	Typical 41	123	3	5
The Prosperity People	Typical 42	169	4	6
Princeton Capital Management LLC	Typical 43	171	4	10
Aria Wealth Partners	Typical 43	86	2	3
Meritis Wealth Management, Inc.	Typical 43	130	3	3
Chesapeake Asset Management LLC	Typical 43	130	3	5
Capital Squared Financial LLC	Typical 44	87	2	3
Compass Investments LLC	Typical 44	176	4	5
Guide Financial Planning	Typical 44	132	3	6
Upper Left Wealth Management, LLC	Typical 44	88	2	2
Tidal Creek Capital Advisors	Typical 44	177	4	4
Foxman Asset Advisors Inc.	Typical 44	133	3	3
NetAdvizor Wealth LLC	Typical 44	133	3	3
Cassia Capital Partners LLC	Typical 45	178	4	5
Alexis Advisors	Typical 45	89	2	2
Galaria Capital Management, LLC	Typical 45	134	3	3
Argo Wealth Advisory, LLC	Typical 45	90	2	2
Realm Investment Consulting LLC	Typical 45	90	2	2
Portus Wealth Advisors, LLC	Typical 45	135	3	4
Compass Capital Investments LLC	Typical 45	135	3	3
J.S. Replogle & Associates LLC	Typical 45	90	2	2
Riverbend Wealth Management, LLC	Typical 45	181	4	8
Objectivity Squared Wealth Management	Typical 45	181	4	6
Obrien Greene & Co Inc	Typical 45	136	3	7
Sturman Wealth Advisors	Typical 46	91	2	2
NorthAvenue LLC	Typical 46	138	3	9
Wyze Wealth Advisors, LLC	Typical 46	138	3	5
Shrier Associates, LLC	Typical 46	138	3	3
The Scott S. James Company	Typical 46	139	3	3
CEF Advisors	Typical 47	93	2	5
Burkholder & Associates, LLC	Typical 47	93	2	4
Wakefield Asset Management, LLLP	Typical 47	188	4	11
Patrick Mauro Investment Advisor, Inc.	Typical 47	141	3	4
Fee-Only Financial Planning, L.C.	Typical 47	141	3	3
Friedenthal Financial, LLC	Typical 48	190	4	4
Tesfaye O'Neill Financial	Typical 48	95	2	3
Sherman Wealth Management LLC	Typical 48	143	3	5
Primeaumayer Financial	Typical 48	96	2	2
Prospect Financial Group LLC	Typical 48	48	1	1
Grip Financial, LLC	Typical 48	96	2	2
MontVue Capital Management, Inc.	Typical 48	192	4	5
Vested Partners: A Multi-Family Office	Typical 48	96	2	3
Dudley Capital Management LLC	Typical 49	97	2	3
Sentinel Wealth Management, Inc.	Typical 49	97	2	3
Locke Asset Management	Typical 49	49	1	3
Gladwyn Financial Advisors, Inc.	Typical 49	98	2	3
RCPlanners	Typical 49	148	3	3
Harbor Asset Planning, Inc.	Typical 50	99	2	3
T.M. Wealth Management	Typical 50	99	2	6
Ridgeline Wealth Advisors, LLC.	Typical 50	199	4	7
Arbor Private Wealth, LLC	Typical 50	100	2	2
Accurate Capital and Wealth LLC	Typical 50	100	2	2
Dominion Capital Wealth Advisors	Typical 50	100	2	2
Armor Investment Advisors, LLC	Typical 50	201	4	6
Lee-Kelleher Wealth Management	Typical 50	151	3	3
Cardinal Retirement Planning, Inc.	Typical 51	101	2	3
Larimer Capital Corporation	Typical 51	101	2	4
Carroll Advisory Group	Typical 51	202	4	7
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Rauch Advisory LLC	Typical 51	153	3	5
Resilient Asset Management	Typical 51	51	1	3
Ortman Financial Planning	Typical 52	104	2	2
Valor Wealth Partners	Typical 52	156	3	4
Cooper Capital Group	Typical 52	208	4	4
Bazis Private Wealth, LLC	Typical 53	210	4	5
Berg Faircloth Investment Advisors	Typical 53	105	2	2
Birks Financial Corp.	Typical 53	159	3	3
Montgomery Investment Management Inc	Typical 54	107	2	3
Jason Howell Company	Typical 54	107	2	2
Essex Private Wealth Management LLC	Typical 54	216	4	6
Craftwork Capital LLC	Typical 54	163	3	3
Bannerman Wealth	Typical 54	163	3	5
The Ellerson Group Inc	Typical 55	109	2	2
Tone Capital, LLC	Typical 55	164	3	4
Spark Financial Advisors	Typical 55	164	3	7
Tenzing Financial LLC	Typical 55	165	3	5
Advocate Investing Services	Typical 55	220	4	5
Arlen Capital, LLC	Typical 56	222	4	6
KANU Asset Management, LLC	Typical 56	111	2	4
Ayrshire Capital Management LLC	Typical 56	111	2	2
Hwa Financial Group	Typical 56	167	3	4
Cornerstone Asset Management	Typical 56	112	2	2
Rockbridge Asset Management, Llc	Typical 56	56	1	4
Arkagos Advisors & Asset Management, Inc.	Typical 56	112	2	2
Macroview Investment Management LLC	Typical 56	225	4	5
GLR Partners	Typical 57	170	3	5
Wallace Hart Capital Management	Typical 57	227	4	5
My Wealth Management, Inc.	Typical 57	114	2	2
Houlihan Financial Resource Group, Ltd.	Typical 57	171	3	4
EADS & Heald Wealth Management	Typical 57	229	4	6
AdvisorsTrust Partners LLC	Typical 57	172	3	6
Guelich Capital Management, LLC	Typical 58	115	2	2
Bayview Investment Counsel, Inc	Typical 58	115	2	2
Freedom Capital Advisors Inc	Typical 58	115	2	2
YFP Wealth	Typical 58	230	4	7
Strivus Wealth Partners LLC	Typical 58	173	3	4
Highstone Group	Typical 58	174	3	4
The Moorings Group, LLC	Typical 58	116	2	2
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Outfitter Financial	Typical 58	58	1	4
Kailasa Capital Management LLC	Typical 58	116	2	3
Mench Financial Inc	Typical 58	175	3	4
Allvet Financial	Typical 59	117	2	2
S.F. Ehrlich Associates, Inc.	Typical 59	117	2	2
Momentum Wealth Planning	Typical 59	117	2	2
Norton Capital Management, Inc.	Typical 59	118	2	6
Heritage Wealth Management Group, Ltd	Typical 59	177	3	5
Bestgate Wealth Advisors, LLC	Typical 59	118	2	9
Scherer Financial Advisory Services, LLC	Typical 59	178	3	5
Fortis Wealth Management	Typical 60	179	3	3
Moralis Technologies, LLC	Typical 60	60	1	13
Mos Capital, Inc.	Typical 60	120	2	3
Warren Capital Group	Typical 60	181	3	3
4J Wealth Management, LLC	Typical 61	243	4	4
First Georgetown Securities, Inc.	Typical 61	122	2	4
Investment Leadership, LLC	Typical 61	122	2	4
Crossgate Wealth Advisors, LLC	Typical 61	183	3	6
Investment Management Corporation	Typical 61	184	3	6
Kinwell LLC	Typical 62	123	2	2
Pacific Landfall	Typical 62	123	2	2
Tufton Capital Management, LLC	Typical 62	248	4	9
Royal Wealth Management	Typical 62	124	2	3
Halbert Wealth Management, Inc	Typical 62	249	4	5
Sphinx Investments LLC	Typical 63	125	2	3
Opulentia, LLC	Typical 63	188	3	5
Shared Vision Wealth Group	Typical 63	189	3	3
Portfolio Design Services, LLC	Typical 63	253	4	4
Wills Financial Group, LLC	Typical 64	254	4	5
Northbrook Financial	Typical 64	127	2	8
C.L. Sheldon & Company, LLC	Typical 64	127	2	10
Independent Wealth Advisors, LLC	High 64	256	4	4
RMG Advisors	High 64	192	3	6
Virginia Estate and Retirement Planning Advisors, Inc.	High 64	128	2	2
Finances For Real Life	High 64	128	2	2
Ascent Financial Group	High 64	128	2	2
N1 Advisors	High 65	194	3	7
Altura Wealth Advisors	High 65	261	4	6
Bonfire Financial, LLC	High 65	261	4	4
Advanta Wealth Management	High 66	66	1	3
Variant Private Wealth LLC	High 66	198	3	4
Galleria Financial Advisors, LLC	High 66	132	2	2
J.K. Financial, Inc.	High 67	133	2	3
Katz Family Financial Advisors, LLC	High 67	133	2	2
Kohlhepp Investment Advisors, Ltd.	High 67	201	3	6
Audible Wealth Management	High 67	269	4	5
Abbot Financial Management, Inc.	High 67	202	3	4
Decision Investments, Inc.	High 68	135	2	3
Pegasus Financial Group LLC	High 68	204	3	4
Moore Wealth	High 68	204	3	6
Antonetti Capital Management, LLC	High 69	137	2	2
First Wilshire Securities Management, Inc.	High 69	275	4	9
Alexander Randolph Advisory Inc	High 69	138	2	5
Promethium	High 69	277	4	4
Cope Connelly	High 70	139	2	6
ProFocus Incorporated	High 70	139	2	7
SJBenen Advisory, LLC	High 70	139	2	2
Partnership Wealth Management	High 70	139	2	3
Zermatt Wealth Partners	High 70	209	3	6
Income & Asset Advisory, Inc.	High 70	279	4	4
River Crescent Advisors, LLC	High 70	140	2	2
MG Capital Partners, LLC	High 70	210	3	3
The Sterling Group	High 70	281	4	9
Third Eye Associates, Ltd	High 70	211	3	3
Watch Guard Capital LLC	High 71	141	2	2
Marks Wealth Management	High 71	283	4	5
Cedar Spring Advisors, LLC	High 71	284	4	4
Sanchez & Zures, LLC	High 71	142	2	2
Bull Bear Investment Management LLC	High 71	142	2	3
Investable Wealth, LLC	High 72	143	2	2
McDonnell Capital Management	High 72	143	2	3
Piedmont Wealth Advisory	High 72	215	3	3
Physicians Financial Services, Inc.	High 72	216	3	6
Midatlantic Capital Management, Inc.	High 73	146	2	2
Dunham Lane Capital Partners LLC	High 73	146	2	2
The Wealth Group, Ltd	High 74	148	2	8
Courage Miller Partners, LLC	High 74	222	3	4
Copperleaf Capital, LLC	High 74	297	4	7
Avantra Family Wealth, Inc.	High 74	223	3	6
Farley Financial	High 75	149	2	2
The Marin Group Inc.	High 75	150	2	2
The Foundation Investment Group	High 76	151	2	6
Seneschal Family Office	High 76	227	3	5
Breakwater Investment Management	High 76	152	2	3
Twinleaf Financial Advisors	High 76	76	1	3
Pearl Planning	High 76	305	4	7
Bontempo Ohly Capital Management, LLC	High 77	153	2	6
Mendel Capital Management, LLC	High 77	153	2	3
The Personal Wealth Coach	High 77	230	3	3
Capital Management LLC	High 77	232	3	3
The Retirement Smith LLC	High 78	155	2	2
Virginia Investment Advisory, Inc.	High 78	156	2	2
Allred Harris Wealth Management.	High 78	312	4	6
IQVestment, LLC	High 78	235	3	5
Reframe Wealth, LLC	High 78	235	3	5
Pointer Financial Advisors LLC	High 79	157	2	5
DWD Portfolio Solutions, Inc.	High 79	316	4	6
Sullivan Wood Capital Management, LLC	High 79	79	1	3
Kubhera Enterprises LLC	High 79	238	3	5
Garritt Financial Solutions LLC	High 80	159	2	2
Entelechy	High 80	80	1	1
DRS Wealth Management	High 80	160	2	4
R.W. Roge & Company, Inc	High 81	322	4	9
Meta Wealth Advisory	High 81	81	1	3
Goepper Burkhardt LLC	High 81	243	3	5
Northpeak Financial, Inc.	High 81	162	2	3
Summit Investment Management, Ltd.	High 81	162	2	5
Investable	High 81	81	1	4
BlackLines Financial	High 81	244	3	3
Wagner Wealth Management, Corp.	High 82	246	3	5
Buchanan Wealth Management	High 82	164	2	4
Trademark Capital Management Inc.	High 83	330	4	7
McGinn Penninger Investment Management Inc.	High 83	331	4	5
Clearview Financial	High 83	166	2	2
Wealthway Financial Advisors	High 83	166	2	5
Patina Wealth	High 83	166	2	2
Brighter Financial Capital Management, LLC	High 83	332	4	4
DC Capital Management, LLC	High 84	84	1	3
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Catawba River Capital	High 86	257	3	4
Reed Financial Services, Inc.	High 86	343	4	10
Opulen Financial Group, LLC	High 86	172	2	2
56 Capital Partners, Ltd	High 87	260	3	3
The Journeys Group, Inc.	High 87	174	2	2
Davis Investment Partners, LLC	High 87	174	2	3
Stone Creek Group, LLC	High 87	87	1	5
Almega Wealth Management	High 87	261	3	6
Stash Wealth, LLC	High 87	174	2	3
Investology Inc.	High 88	350	4	5
Intervest Ltd	High 88	175	2	5
WorthWhile Wealth Council	High 88	176	2	4
Englebert Financial Advisers, LLC	High 88	264	3	3
SafeBridge LLC	High 88	88	1	1
Lincoln Capital Corporation	High 88	265	3	6
Tortuga Wealth Management	High 89	354	4	4
Novus Advisors	High 89	267	3	5
Hillman Capital Management Inc	High 89	178	2	7
Snider Advisors	High 89	357	4	4
October Effect Ltd.	High 90	360	4	4
Integrity Capital Management	High 90	361	4	4
TJT Capital Group, LLC	High 91	181	2	4
Auour Investments LLC	High 91	363	4	7
Fenway Financial Advisors, LLC	High 91	91	1	2
Accordant Advisory Group, Inc.	High 91	182	2	3
Cassilly Financial	High 92	184	2	2
GIRA & GIRA Investment Advisors LLC	High 92	184	2	2
Henderson Financial Group LLC	High 92	276	3	5
Joel Adams and Associates Inc.	High 92	277	3	3
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Korving & Company LLC	High 93	278	3	3
Steelhead Wealth Management	High 93	278	3	7
Integrity Wealth Solutions LLC	High 93	186	2	2
The Bedminster Group	High 95	189	2	3
First Financial Group	High 95	378	4	4
Wealth Planning Group	High 95	380	4	6
Daner Wealth Management, LLC	High 95	190	2	2
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
Dominguez Wealth Management Solutions, Inc.	High 96	192	2	2
VCP Financial LLC	High 96	385	4	5
Financial Planning First, LLC	High 97	291	3	3
Tull Financial Group, Inc.	High 97	292	3	9
RW Baker Wealth Management Group LLC	High 98	196	2	2
Charleston Financial Advisors, LLC	High 98	196	2	5
Bay Rivers Group Wealth Partners	High 99	395	4	4
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Credentialed Wealth Advisors, LLC	High 99	297	3	4
Law & Associates Inc	High 99	297	3	6
Horowitz & Company, Inc.	High 100	199	2	2
Merryfield Barnes, LLC	High 100	200	2	4
Hayek Kallen Investment Management L.L.C.	High 100	200	2	3
Z3 Capital Partners	High 101	303	3	5
Cambridge Financial Group, Inc.	High 102	306	3	6
Norseman Advisory Group, Inc.	High 102	102	1	3
Scholtz & Company, LLC	High 102	204	2	7
Forefront Asset Management, LLC	High 102	307	3	4
Clarion Wealth Management Partners	High 103	411	4	8
Quality Financial Concepts	High 103	206	2	4
Bouvel Investment Partners, LLC	High 103	206	2	4
VIP Planners, Inc.	High 103	206	2	4
FamilyWealth Asset Management	High 103	413	4	4
Wiseman & Associates Wealth Management	High 104	207	2	3
Elk Hill Advisors, Inc.	High 105	209	2	2
Kassira Wealth Management, LLC	High 105	209	2	2
Act Advisors	High 105	420	4	10
ValueWealth Services, LLC	High 105	420	4	4
Planwiser Financial	Very High 106	211	2	4
Independent Financial Planning	Very High 106	212	2	2
Fifr	Very High 107	214	2	2
Main Advisory, Inc.	Very High 107	214	2	4
Welcome Home Wealth Advisors LLC	Very High 107	214	2	2
Cobblestone Asset Management	Very High 108	432	4	4
Xantos Labs, LLC	Very High 108	108	1	4
Sara-Bay Financial Corp.	Very High 108	324	3	5
Triple Crown Wealth Management	Very High 109	217	2	3
JJSA Advisors, Ltd.	Very High 109	218	2	2
RCS Financial Planning, LLC	Very High 109	218	2	2
Bernard Wealth Management Corp.	Very High 109	327	3	4
Rede Wealth, LLC	Very High 110	219	2	4
Cascades Capital Asset Management, LLC	Very High 110	329	3	3
Actify Investor Retirements, LLC	Very High 110	220	2	2
BNB Wealth Management, LLC	Very High 110	441	4	5
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
Broadlake Financial Management	Very High 113	451	4	5
Dovetail Financial Group LLC	Very High 114	341	3	6
BDC Capital Management, Inc.	Very High 114	228	2	4
Kahn Brothers Advisors LLC	Very High 114	342	3	6
ADIRONDACK CAPITAL ADVISORS, llc	Very High 115	460	4	7
Kilner Capital Advisors, LLC	Very High 115	230	2	3
Yes Life Financial	Very High 117	233	2	2
Aldebaran Financial Inc	Very High 117	350	3	8
MainStreet Financial Planning, Inc.	Very High 117	350	3	6
White Oak Financial Management, Inc	Very High 117	350	3	3
Carolina Financial Advisors, Inc.	Very High 118	473	4	7
Charlotte Wealth Management, LLC	Very High 119	237	2	2
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
Pursuit Wealth Strategies, LLC	Very High 121	483	4	7
Rinaldi Wealth Management, Inc.	Very High 121	363	3	3
Oliver Wealth Management	Very High 121	484	4	6
Florin Pensions LLC	Very High 121	485	4	5
Private Client Asset Management, Inc.	Very High 122	244	2	2
Murphy Wealth Management Group	Very High 122	367	3	6
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Embark Wealth Management, LLC	Very High 123	369	3	3
GuidedQuest, LLC	Very High 124	247	2	4
Jacques Advisors, LLC	Very High 124	247	2	2
Taylor Financial Group, Inc.	Very High 125	498	4	6
Physician Family Financial Advisors Inc	Very High 125	376	3	4
Townsend Asset Management Corp.	Very High 127	382	3	7
Pierson Wealth Management	Very High 128	255	2	3
RM Financial Services, LLC	Very High 130	390	3	4
Wood Creek Capital Advisors, LLC	Very High 131	261	2	2
The Pines Wealth Management, LLC	Very High 131	262	2	4
Wildes Financial Strategies, Inc	Very High 132	395	3	8
Intentional	Very High 132	395	3	3
Quantel Asset Management LLC	Very High 132	132	1	3
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Advisifi LLC	Very High 133	133	1	6
Redwood Wealth Management Group, LLC	Very High 133	400	3	4
Strong Investment Management, LLC	Very High 134	401	3	3
Chesapeake Financial Advisors	Very High 134	268	2	10
Adrian Day Asset Management	Very High 134	134	1	3
Holcombe & Mcgrath	Very High 134	268	2	3
Prometheus Capital Management Corp.	Very High 134	268	2	4
WealthFD	Very High 135	406	3	16
LDN Wealth, LLC	Very High 136	271	2	5
Brightwater Advisory, LLC	Very High 137	273	2	5
AJ Advisors	Very High 138	414	3	5
H. L. Ormond & Company, LLC	Very High 139	277	2	3
Marstone LLC	Very High 139	139	1	21
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Fingerlakes Wealth Management, Inc.	Very High 141	564	4	4
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
Kaplan Wealth Management, Inc.	Very High 144	287	2	4
Candace Shira Associates, LLC	Very High 144	431	3	4
Prosperity Advisers, LLC	Very High 145	289	2	8
Kanani Advisory Group Inc.	Very High 147	589	4	8
Flagship Private Wealth	Very High 149	597	4	4
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
The Simmons Partnership, Inc	Very High 154	307	2	3
Redwood Financial Planning, LLC	Very High 155	621	4	4
Brook Capital	Very High 157	626	4	5
Oars Capital	Very High 158	158	1	3
MarketRiders	Very High 159	477	3	6
Armada Advisors	Very High 162	323	2	2
Second Half Financial Partners, LLC	Very High 162	485	3	5
Unified Wealth Management LLC	Very High 163	325	2	2
Shaker Financial Services	Very High 165	329	2	6
M.Z. Kark & Associates, Inc.	Very High 165	165	1	4
Legacy Wealth Management Inc.	Very High 166	665	4	10
Quest 10 Wealth Builders, Inc.	Very High 168	503	3	8
Tim Looney Investments, LLC	Very High 168	504	3	4
Steady Returns	Very High 168	336	2	3
Wealthplans, LLC	Very High 171	171	1	1
First Financial Advisory Services Inc	Very High 172	516	3	7
Taylor Hoffman Capital Management	Very High 172	516	3	5
Andersen Wealth Management	Very High 173	691	4	12
APEX Investment Group	Very High 173	519	3	6
Fusion Capital, LLC	Very High 175	700	4	6
Morey & Quinn Wealth Partners	Very High 183	548	3	4
American Financial & Tax Strategies, Inc.	Very High 185	185	1	1
Greystone Financial Group, LLC	Very High 189	566	3	8
Financial Concepts Unlimited, Inc.	Very High 191	191	1	3
Taylor Securities Services, Inc.	Very High 191	765	4	11
Leicht Financial Planning and Wealth Management	Very High 194	194	1	5
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Wayne Firebaugh, Inc.	Very High 195	195	1	3
Graney & King, LLC	Very High 198	791	4	4
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
Kirtland Financial Management, Inc.	Very High 201	201	1	3
Integrated Financial Solutions, Inc.	Very High 203	203	1	1
Huffman & Ross Wealth Management LLC	Very High 204	408	2	2
Waypoint Wealth Management	Very High 204	204	1	3
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Bodnar Financial Advisors, Inc.	Very High 205	410	2	2
Cornerstone Alternatives	Very High 205	410	2	6
Align Wealth Advisors	Very High 205	205	1	5
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
Stock Management LLC	Very High 220	439	2	2
Kiker Wealth Management, LLC	Very High 224	894	4	9
RD Lewis Wealth Management	Very High 226	451	2	8
Peachtree Wealth Advisors, Inc	Very High 227	453	2	3
HF Advisory Group, LLC	Very High 230	460	2	6
Catoctin Ridge Wealth Partner	Very High 233	933	4	5
Capital Wealth Investments	Very High 235	469	2	3
Sapiat Asset Management, LLC	Very High 239	239	1	3
Bucket List Wealth Management, LLC	Very High 240	480	2	2
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Paragon Financial Services	Very High 243	729	3	7
Socha Financial Group, LLC	Very High 245	734	3	6
Latko Wealth Management, Ltd.	Very High 250	499	2	7
WFA of San Diego	Very High 260	260	1	5
Nestlerode & Loy, Inc.	Very High 262	262	1	4
Collins Advisors, LLC	Very High 263	525	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
Hendley & Co. Inc.	Very High 281	281	1	5
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Its Asset Management, L.P.	Very High 293	586	2	9
Marmo Financial Group, LLC	Very High 306	917	3	9
Tower Wealth Partners	Very High 307	920	3	9
SavvyFi	Very High 307	307	1	15
Spreng Capital Management, Inc.	Very High 309	927	3	4
Capasso Planning Partners LLC	Very High 315	629	2	9
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
Peakstone Financial Advisors	Very High 319	319	1	4
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Lonestar Registered Investment Advisors, PLLC	Very High 326	978	3	9
GreenPortfolio Inc.	Very High 346	346	1	6
Gunderson Capital Management	Very High 347	694	2	4
Engleson & Associates	Very High 362	362	1	4
Guidance Capital, Inc.	Very High 378	756	2	10
First Mason Financial, LLC	Very High 382	382	1	3
Polaris Financial, LLC	Very High 426	852	2	2
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
Lange Financial Group, LLC	Very High 462	462	1	6
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
Diversified Resources, LLC	Very High 640	640	1	6
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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