Third Stanza Group
| | 1
| 2
| 2
|
Zacks Intelligence LLC
| | 1
| 1
| 7
|
APEX Advisory Group, Inc.
| | 7
| 3
| 3
|
Walla Walla Wealth Advisors
| | 7
| 2
| 2
|
Summit Family Office Services, LLC
| | 15
| 4
| 4
|
FAP, LLC
| | 12
| 3
| 7
|
| | 8
| 2
| 2
|
Smithbrook, LLC
| | 15
| 3
| 3
|
| | 22
| 4
| 4
|
Marketocracy Masters Capital Management LLC
| | 18
| 3
| 7
|
Greenrock Asset Management LLC
| | 12
| 2
| 2
|
Mercer Island Capital Management, LLC
| | 15
| 2
| 2
|
Heritage Road Advisors
| | 15
| 2
| 2
|
Simpli-FI Alpha LLC
| | 15
| 2
| 2
|
Harborview Asset Management LLC
| | 15
| 2
| 2
|
Rattlesnake Creek Capital LLC
| | 15
| 2
| 2
|
A5 Financial LLC
| | 16
| 2
| 2
|
Finomenon Investments LLC
| | 16
| 2
| 2
|
Ceva Advisors
| | 24
| 3
| 3
|
Woodland Wealth Advisors
| | 16
| 2
| 2
|
MindState Capital LLC
| | 16
| 2
| 2
|
BDL Wealth Management PLLC
| | 18
| 2
| 2
|
Avantia Investment Services, LLC
| | 29
| 3
| 3
|
Conestoga Wealth Partners
| | 30
| 3
| 6
|
Two Firs Financial
| | 20
| 2
| 2
|
Humanize Wealth
| | 21
| 2
| 3
|
J.P.Morgan Wealth Management Solutions Inc.
| | 32
| 3
| 65
|
Anchor Financial
| | 45
| 4
| 4
|
Briarwood Financial
| | 23
| 2
| 5
|
Legion Private Wealth Management
| | 24
| 2
| 2
|
Vita Planning Group LLC
| | 50
| 4
| 12
|
Abacus Financial Planning
| | 26
| 2
| 2
|
Innovation Partners LLC
| | 26
| 2
| 305
|
Vela Consulting, LLC
| | 53
| 4
| 4
|
Pinnacle Portfolio Advisors
| | 40
| 3
| 3
|
DeLeon Wealth LLC
| | 27
| 2
| 2
|
Karel Capital, Inc.
| | 41
| 3
| 3
|
Cedar River Capital, LLC
| | 28
| 2
| 2
|
Pacific Wealth Advisory, LLC
| | 42
| 3
| 3
|
2260 West
| | 43
| 3
| 6
|
Alegria Asset Management
| | 44
| 3
| 3
|
Prospera Capital Management, LLC
| | 44
| 3
| 3
|
Chimera Wealth
| | 45
| 3
| 3
|
Skyview Pinnacle
| | 45
| 3
| 3
|
Paysse Jennison Financial Advisors, Paysse Jennison
| | 30
| 2
| 2
|
Sander Capital Advisors, Inc.
| | 15
| 1
| 2
|
Steward Capital LLC.
| | 31
| 2
| 2
|
B3 Wealth Strategies
| | 62
| 4
| 6
|
| | 32
| 2
| 2
|
Lci Advisors
| | 50
| 3
| 3
|
LG Financial Services, LLC
| | 35
| 2
| 2
|
Upleft Asset Management
| | 53
| 3
| 3
|
Northern Monarch Capital LLC
| | 71
| 4
| 4
|
Nautical Star Financial Group LLC
| | 72
| 4
| 5
|
Stonebridge Capital Management NW, LLC
| | 36
| 2
| 2
|
Pacific Horizon Investment Management LLC
| | 36
| 2
| 2
|
Westlake Wealth Management LLC
| | 74
| 4
| 4
|
M Stevens Wealth Advisors, LLC
| | 37
| 2
| 2
|
Pacific Crest Financial Advisors, LLC
| | 57
| 3
| 3
|
Theory Planning Partners
| | 59
| 3
| 4
|
Insight Financial
| | 40
| 2
| 2
|
Penny Lane Wealth Management, LLC
| | 40
| 2
| 3
|
Sound Legacy Wealth Advisors, LLC
| | 41
| 2
| 2
|
Rutherford Investment Management
| | 62
| 3
| 4
|
MCM Wealth
| | 83
| 4
| 7
|
Blueprint Investing LLC
| | 42
| 2
| 3
|
Tandem Capital Management, Inc.
| | 84
| 4
| 5
|
Cedar Wealth Management
| | 64
| 3
| 4
|
Equilus Group Inc
| | 86
| 4
| 6
|
SeedSafe Financial LLC
| | 86
| 4
| 7
|
Acentrus Financial Partners LLC
| | 43
| 2
| 2
|
Tollefson and Company Investment Management LLC
| | 22
| 1
| 3
|
Uplevel Wealth
| | 44
| 2
| 2
|
Runde & Co. LLC
| | 44
| 2
| 2
|
Tieton Capital Management
| | 45
| 2
| 3
|
Capital Investment Services, LLC
| | 45
| 2
| 2
|
Wilkison Investment Services, LLC
| | 45
| 2
| 2
|
NWT Advisors, LLC
| | 45
| 2
| 2
|
Sound Financial Advisors, Inc.
| | 46
| 2
| 2
|
NEOKAI Capital
| | 70
| 3
| 3
|
Asymmetric Advantage Capital Management, LLC
| | 48
| 2
| 2
|
Wold Financial Group
| | 72
| 3
| 3
|
Tenere Financial
| | 48
| 2
| 2
|
Avos Capital Management, LLC
| | 48
| 2
| 6
|
Hawkins Investment Counsel, LLC
| | 98
| 4
| 4
|
VergePointe Wealth Management, LLC
| | 98
| 4
| 4
|
Firebrand Wealth Management, LLC
| | 100
| 4
| 5
|
3rd Creek Investments
| | 100
| 4
| 4
|
Jade & Cowry LLC
| | 50
| 2
| 2
|
Seaborn Financial, LLC
| | 76
| 3
| 4
|
Truvista Advisors LLC
| | 51
| 2
| 2
|
Baer Investment Advisory LLC
| | 77
| 3
| 4
|
BHK Securities, LLC
| | 103
| 4
| 8
|
Fyooz Financial Planning
| | 79
| 3
| 3
|
Long Bridge Capital Management
| | 106
| 4
| 4
|
Reliance Investing, Inc.
| | 80
| 3
| 3
|
Integrity Financial Strategies
| | 55
| 2
| 2
|
Blue River Capital Management
| | 55
| 2
| 2
|
The Goodland Group
| | 110
| 4
| 4
|
Seek First Inc.
| | 85
| 3
| 6
|
Balanced Investment Advisors, LLC
| | 58
| 2
| 2
|
CLS Financial Advisors, Inc.
| | 87
| 3
| 5
|
9I Capital Group LLC
| | 88
| 3
| 3
|
Trimaran Capital
| | 59
| 2
| 2
|
Radiant Wealth Planning
| | 59
| 2
| 2
|
Planful Finance LLC
| | 60
| 2
| 2
|
One Day Wealth
| | 60
| 2
| 2
|
FinSym Partners, LLC
| | 90
| 3
| 3
|
Illumine Investment Management, LLC
| | 90
| 3
| 5
|
Private Asset Management Inc
| | 60
| 2
| 4
|
Reppond Investments, Inc.
| | 90
| 3
| 4
|
Alturas Wealth Management, LLC
| | 61
| 2
| 2
|
Agate Pass Investment, LLC
| | 124
| 4
| 5
|
Van Strum & Towne Inc
| | 94
| 3
| 6
|
Interactive Wealth Advisors
| | 63
| 2
| 2
|
Mellor & Associates LLC
| | 63
| 2
| 2
|
Rain or Shine Planning, LLC
| | 63
| 2
| 2
|
Bennett Selby Investments, L.P.
| | 96
| 3
| 3
|
Helmsman Financial Group, LLC
| | 98
| 3
| 3
|
Liberty Capital Investment Corporation
| | 131
| 4
| 6
|
Canaccord Genuity Wealth Management (USA) Inc.
| | 66
| 2
| 31
|
Sustain Financial Inc.
| | 66
| 2
| 2
|
Taurus Financial
| | 66
| 2
| 2
|
Omega Financial Investments & Insurance
| | 66
| 2
| 6
|
Hamrick Investment Counsel, LLC
| | 99
| 3
| 3
|
| | 100
| 3
| 3
|
Strategy Cap, LLC
| | 68
| 2
| 2
|
Integrated Planning & Wealth Management, LLC
| | 136
| 4
| 7
|
Gates Pass Advisors, LLC
| | 69
| 2
| 3
|
Rainier Family Wealth, Inc.
| | 105
| 3
| 5
|
MKG Financial Group, Inc.
| | 70
| 2
| 2
|
Galileo Planning Group, Inc.
| | 140
| 4
| 7
|
Barker Wealth Management, LLC
| | 70
| 2
| 2
|
Keith McBride Financial Services Inc.
| | 70
| 2
| 2
|
Evergreen Wealth Advisors
| | 142
| 4
| 18
|
Optivest, Inc.
| | 108
| 3
| 4
|
Settlement Capital Advisors
| | 108
| 3
| 3
|
Compass Investment Advisers, LLC
| | 72
| 2
| 2
|
Inland Financial Planning
| | 72
| 2
| 2
|
Steward Advisors Group, LLC
| | 109
| 3
| 11
|
GK Capital Partners
| | 73
| 2
| 2
|
Johnson & Shute Investment Advisors, Inc.
| | 73
| 2
| 2
|
Waycross Investment Management Co
| | 146
| 4
| 5
|
HighRoad Wealth Advisors, LLC
| | 110
| 3
| 3
|
Leverage Planners Wealth Management, LLC
| | 110
| 3
| 4
|
Coho Advisory Services, LLC
| | 148
| 4
| 4
|
Smart Portfolios, LLC
| | 150
| 4
| 6
|
Nfwm
| | 75
| 2
| 2
|
Clearbrook Investment Management, LLC
| | 113
| 3
| 3
|
C.M.Bidwell & Associates Ltd
| | 151
| 4
| 5
|
Datalign
| | 38
| 1
| 20
|
Cascade Wealth Advisors, Inc
| | 114
| 3
| 3
|
Weatherhelm Capital Management LLC
| | 77
| 2
| 4
|
Main Avenue Financial Services, LLC
| | 77
| 2
| 2
|
Freedom Family Office, LLC
| | 116
| 3
| 10
|
NRG Wealth Management
| | 155
| 4
| 5
|
TrueWealth Financial Partners
| | 156
| 4
| 4
|
Banta Asset Management LP
| | 117
| 3
| 4
|
PNW Asset Management
| | 78
| 2
| 3
|
Vigilare Wealth Management LLC
| | 157
| 4
| 6
|
Skyline Financial Northwest
| | 119
| 3
| 3
|
Capstone Wealth
| | 159
| 4
| 8
|
MB Gen Wealth
| | 120
| 3
| 3
|
Alethea Capital Management, LLC
| | 40
| 1
| 4
|
Figure 8 Investment Strategies LLC
| | 163
| 4
| 7
|
Northern Lights Advisors, Inc.
| | 123
| 3
| 5
|
Opportunus Wealth Management, LLC
| | 123
| 3
| 3
|
Viento Financial Group, LLC
| | 83
| 2
| 2
|
Concorde Investment Management
| | 125
| 3
| 6
|
Davies Financial Advisors, Inc.
| | 125
| 3
| 10
|
Integrated Wealth Advisors, LLC
| | 84
| 2
| 6
|
Synergy FG
| | 126
| 3
| 7
|
Pine Haven Investment Counsel, Inc.
| | 84
| 2
| 3
|
Archer Wealth Advisors
| | 127
| 3
| 5
|
My Personal CFO, LLC
| | 85
| 2
| 3
|
Finance Wisdom
| | 128
| 3
| 4
|
Radix Wealth
| | 86
| 2
| 2
|
Brackenwood Capital Management, LLC
| | 86
| 2
| 2
|
North Ridge
| | 130
| 3
| 3
|
Change Wealth Advisors
| | 87
| 2
| 2
|
Global Value Investment Corporation
| | 174
| 4
| 11
|
Stock Pro
| | 87
| 2
| 2
|
Guide Financial Planning
| | 132
| 3
| 6
|
Vesta Wealth Management, LLC
| | 44
| 1
| 1
|
Nexus Strategic Wealth
| | 88
| 2
| 3
|
Waits Investments, LLC
| | 89
| 2
| 2
|
BBJS Financial Advisors, LLC
| | 89
| 2
| 3
|
Samara Capital
| | 89
| 2
| 2
|
Financial & Estate Advisors, Inc
| | 89
| 2
| 2
|
Prentice Financial Planning, LLC
| | 180
| 4
| 4
|
Gen Y Planning
| | 90
| 2
| 2
|
Rainier Wealth Management LLC
| | 90
| 2
| 2
|
Swiftwater Capital
| | 45
| 1
| 3
|
Monteith Wealth
| | 90
| 2
| 6
|
Macro Wealth Management, Inc.
| | 181
| 4
| 4
|
Financial Freedom for Dentists LLC
| | 136
| 3
| 3
|
Alpha Fiduciary
| | 91
| 2
| 4
|
Aspen Financial Management, Inc.
| | 91
| 2
| 2
|
Defined Wealth Management, LLC
| | 137
| 3
| 4
|
Investor Resources Inc
| | 92
| 2
| 2
|
Pacific Financial Advisors
| | 184
| 4
| 6
|
Convexity Wealth Management, LLC
| | 94
| 2
| 2
|
Strategic Advocates, LLC
| | 141
| 3
| 3
|
Sound Investment Strategies, Inc.
| | 94
| 2
| 2
|
Marin Wealth Advisors LLC
| | 94
| 2
| 3
|
Contango Wealth Management LLC
| | 94
| 2
| 2
|
TerraFirma Wealth Partners
| | 94
| 2
| 3
|
Bridge Capital Consulting, LLC
| | 141
| 3
| 4
|
Anselme Capital, Inc.
| | 94
| 2
| 2
|
Fulcrum Wealth Advisors, LLC
| | 143
| 3
| 3
|
Grant Koehler & Levin Ltd.
| | 191
| 4
| 4
|
Sonata Capital Group Inc
| | 192
| 4
| 5
|
Arbor Investment Management
| | 96
| 2
| 2
|
Fort Vancouver Investment Management, LLC
| | 193
| 4
| 4
|
Firewall Capital Management
| | 193
| 4
| 4
|
Congress Park Capital LLC
| | 145
| 3
| 4
|
MKT and Associates LLC
| | 146
| 3
| 6
|
Roberts Wealth Advisors, LLC
| | 146
| 3
| 6
|
Gould Capital, LLC
| | 146
| 3
| 3
|
Waterrock Global Asset Management
| | 146
| 3
| 3
|
SAR Wealth Management
| | 49
| 1
| 4
|
Ervin Investment Management
| | 98
| 2
| 3
|
Holistic Finance LLC
| | 198
| 4
| 5
|
Goodstein Wealth Management LLC
| | 100
| 2
| 2
|
LifeFocus Financial Advisors, LLC
| | 100
| 2
| 2
|
Clarity Capital Management LLC
| | 100
| 2
| 2
|
Seattle Wealth Management LLC
| | 100
| 2
| 2
|
44 Wealth Management LLC
| | 201
| 4
| 5
|
Cox Capital Management LLC
| | 201
| 4
| 4
|
ACP Investment Management
| | 152
| 3
| 4
|
Axia Wealth Management Inc
| | 152
| 3
| 4
|
KilterHowling LLC
| | 203
| 4
| 4
|
UTA LLC
| | 102
| 2
| 2
|
V2 Financial Group, LLC
| | 205
| 4
| 5
|
Helm Capital Management
| | 52
| 1
| 1
|
Aligne Wealth Advisors Investment Management (AWAIM)
| | 209
| 4
| 5
|
Trail Financial Planning LLC
| | 157
| 3
| 4
|
Pearl Wealth LLC
| | 105
| 2
| 4
|
Sawston Wealth Management LLC
| | 106
| 2
| 2
|
Burr Financial Services, LLC
| | 159
| 3
| 3
|
Optima Capital Management
| | 215
| 4
| 4
|
Coast Capital Management
| | 54
| 1
| 3
|
Pacific Value, LLC
| | 162
| 3
| 4
|
Bannerman Wealth
| | 163
| 3
| 5
|
Armour Wealth Advisors, LLC
| | 109
| 2
| 2
|
Springwater Wealth Management, LLC
| | 109
| 2
| 2
|
Selkirk Wealth Advisors, LLC
| | 164
| 3
| 4
|
Gevers Wealth Management
| | 167
| 3
| 5
|
Macroview Investment Management LLC
| | 225
| 4
| 5
|
Soaring Investment Management, LLC
| | 171
| 3
| 5
|
Handy & Company Financial Advisors, Inc.
| | 114
| 2
| 2
|
Millennial Wealth
| | 229
| 4
| 6
|
Stewardship Concepts Financial Services LLC
| | 229
| 4
| 4
|
Middleton & Company
| | 115
| 2
| 4
|
YFP Wealth
| | 230
| 4
| 7
|
Marquam Capital
| | 173
| 3
| 3
|
Bridgelight Capital LLC
| | 173
| 3
| 4
|
Columbia River Advisors
| | 231
| 4
| 6
|
Camelotta Advisors
| | 58
| 1
| 2
|
| | 58
| 1
| 4
|
Regency Capital Management Inc.
| | 116
| 2
| 5
|
| | 58
| 1
| 3
|
Mench Financial Inc
| | 175
| 3
| 4
|
Cascade Investment Advisors, Inc.
| | 177
| 3
| 7
|
Xena Financial Planning, LLC
| | 118
| 2
| 4
|
Optimist Retirement Group, LLC
| | 119
| 2
| 2
|
Fortis Wealth Management
| | 179
| 3
| 3
|
Capital Consulting & Asset Management
| | 180
| 3
| 8
|
Shearwater Capital
| | 180
| 3
| 4
|
Village Wealth Advisors
| | 240
| 4
| 4
|
Taurus Capital Advisors, LLC
| | 242
| 4
| 5
|
Vega Financial LLC
| | 121
| 2
| 2
|
Oak Asset Management, LLC
| | 242
| 4
| 4
|
Snake River Investment Counsel LLC
| | 121
| 2
| 2
|
Oak Wealth Advisors LLC
| | 182
| 3
| 7
|
Fearless Wealth
| | 61
| 1
| 3
|
JH Advisors
| | 122
| 2
| 4
|
Holm & Cawley Financial Group LLC
| | 245
| 4
| 5
|
Wealthmark, LLC
| | 123
| 2
| 3
|
Capitol Family Office, Inc.
| | 124
| 2
| 2
|
American Financial Management, Ltd.
| | 124
| 2
| 2
|
Halbert Wealth Management, Inc
| | 249
| 4
| 5
|
Sphinx Investments LLC
| | 125
| 2
| 3
|
Summa Global Advisors, LLC
| | 125
| 2
| 2
|
Capstone Wealth Advisors, LLC
| | 125
| 2
| 3
|
Emerald Blue Advisors
| | 188
| 3
| 4
|
Shared Vision Wealth Group
| | 189
| 3
| 3
|
The Capeloto & Hedrick Co
| | 126
| 2
| 3
|
Adair Wealth Management
| | 126
| 2
| 2
|
Barnes Dennig Private Wealth Management, LLC
| | 191
| 3
| 7
|
Stolz & Associates, Ps
| | 193
| 3
| 5
|
Jarrod Adams Investing, LLC
| | 129
| 2
| 3
|
Simple Wealth LLC
| | 129
| 2
| 3
|
Grange Capital, LLC
| | 259
| 4
| 6
|
917 Advisory Services LLC
| | 195
| 3
| 4
|
S. R. Schill & Associates, Inc.
| | 195
| 3
| 6
|
Tamalpais Asset Management
| | 261
| 4
| 4
|
aLuman
| | 132
| 2
| 2
|
| | 66
| 1
| 3
|
Winans Investments
| | 264
| 4
| 4
|
Lake Road Advisors, LLC
| | 132
| 2
| 2
|
Clear Wealth Management
| | 132
| 2
| 2
|
Oregon Pacific Wealth Management
| | 265
| 4
| 5
|
WE Alliance Wealth Advisors, Inc.
| | 265
| 4
| 9
|
Eagle Harbor Asset Management, Inc.
| | 199
| 3
| 3
|
Marin Bay Wealth Advisors, LLC
| | 133
| 2
| 2
|
Tactivest, LLC
| | 200
| 3
| 3
|
Ambassador Wealth Management, LLC
| | 134
| 2
| 6
|
Prism Financial Planning, LLC
| | 135
| 2
| 2
|
Singer Wealth Management
| | 135
| 2
| 4
|
WMS Wealth Management LLC
| | 136
| 2
| 2
|
Wealthcollab
| | 68
| 1
| 1
|
Columbia River Financial Group
| | 274
| 4
| 4
|
Syrios Wealth Management Group
| | 137
| 2
| 3
|
Private Wealth Solutions, LLC
| | 275
| 4
| 5
|
Williams & Novak Wealth Management, LLC
| | 275
| 4
| 8
|
First Wilshire Securities Management, Inc.
| | 275
| 4
| 9
|
Alexander Randolph Advisory Inc
| | 138
| 2
| 5
|
Shira Ridge Wealth Management
| | 277
| 4
| 6
|
Davenport Watts & Drake Investment Advisors, LLC
| | 208
| 3
| 3
|
Erlandson Wealth Management
| | 139
| 2
| 2
|
Rubey & Rust Capital Management, LLC
| | 140
| 2
| 3
|
Better Financial Services, LLC
| | 140
| 2
| 2
|
Schmidt Financial Management
| | 140
| 2
| 7
|
Luminvest Wealth Management LLC
| | 140
| 2
| 5
|
The Sterling Group
| | 281
| 4
| 9
|
Cannon Capital Management, Inc.
| | 211
| 3
| 8
|
AlpenGlobal Capital, LLC
| | 141
| 2
| 4
|
Sky-Mountain Capital Management
| | 141
| 2
| 2
|
RM Private Wealth Management
| | 71
| 1
| 1
|
The Planner's Edge LLC
| | 213
| 3
| 3
|
Stewardship Partners Investment Counsel, Inc.
| | 142
| 2
| 4
|
Martin Capital Partners, LLC
| | 286
| 4
| 4
|
Investable Wealth, LLC
| | 143
| 2
| 2
|
Amara Financial, LLC
| | 143
| 2
| 3
|
Sabin Investment Management, Inc.
| | 143
| 2
| 2
|
Stapp Wealth Management, PLLC
| | 215
| 3
| 3
|
Legacy Investment Partners, LLC
| | 216
| 3
| 4
|
Intrinsic Wealth Counsel, Inc.
| | 216
| 3
| 7
|
COPIA Wealth Management
| | 288
| 4
| 4
|
Ares Financial Consulting LLC
| | 289
| 4
| 5
|
Lakeside Advisors Inc
| | 217
| 3
| 4
|
Malaga Cove Capital, LLC
| | 218
| 3
| 4
|
Pecaut Wealth Management
| | 219
| 3
| 6
|
Capital Financial Planners
| | 221
| 3
| 5
|
Surience Private Wealth LLC
| | 148
| 2
| 363
|
Briggs Financial Inc.
| | 148
| 2
| 2
|
Financial Life Planners
| | 298
| 4
| 7
|
Kaizen Financial Advisors, LLC
| | 150
| 2
| 4
|
Pavion Blue Capital, LLC
| | 150
| 2
| 4
|
TFS Advisors, LLC
| | 151
| 2
| 3
|
The Foundation Investment Group
| | 151
| 2
| 6
|
Seneschal Family Office
| | 227
| 3
| 5
|
Financial Investment Team ("FIT")
| | 303
| 4
| 5
|
Dynamic Wealth Advisors
| | 304
| 4
| 4
|
Breakwater Investment Management
| | 152
| 2
| 3
|
White & Company Financial Planning, Inc.
| | 307
| 4
| 4
|
Capital Trust Advisors
| | 234
| 3
| 4
|
Inman Financial Services, Inc.
| | 234
| 3
| 5
|
Twenty Twenty Investment Advisors, LLC
| | 312
| 4
| 6
|
Blue Marble Investments
| | 235
| 3
| 3
|
IQVestment, LLC
| | 235
| 3
| 5
|
Rock Creek Wealth Management
| | 237
| 3
| 3
|
Foresee Wealth Advisors
| | 158
| 2
| 2
|
South Cove Financial, LLC
| | 237
| 3
| 3
|
| | 158
| 2
| 2
|
Lesa Sroufe & Company, Inc.
| | 238
| 3
| 4
|
Portfolio Advisors, Inc.
| | 238
| 3
| 7
|
DW Investment Solutions, Inc.
| | 159
| 2
| 3
|
Koa Wealth Management, LLC
| | 160
| 2
| 6
|
McNaughton Wealth Management, LLC
| | 240
| 3
| 6
|
Leeward Financial Partners, LLC
| | 241
| 3
| 3
|
Investable
| | 81
| 1
| 4
|
Summit Investment Management, Ltd.
| | 162
| 2
| 5
|
Crafted Finance, LLC
| | 162
| 2
| 2
|
High Pines Wealth Management LLC
| | 163
| 2
| 5
|
Professional Financial Management, Inc.
| | 163
| 2
| 2
|
True Wealth Group
| | 164
| 2
| 5
|
Sonoma Allocations
| | 328
| 4
| 5
|
O'Brien Investment Management, LLC
| | 165
| 2
| 3
|
Vine Capital Management, LLC
| | 165
| 2
| 2
|
Hamilton Manor & Associates
| | 166
| 2
| 5
|
TWM Wealth Management Corp
| | 167
| 2
| 2
|
MacFarlane Investors
| | 167
| 2
| 2
|
Integrity Wealth Management, Inc.
| | 167
| 2
| 2
|
Ketron Financial LLC
| | 252
| 3
| 3
|
Klein Pavlis & Peasley Financial, Inc.
| | 336
| 4
| 5
|
Brentview investment Management, LLC
| | 169
| 2
| 6
|
Triple Summit Advisors, LLC
| | 169
| 2
| 2
|
Mainstream Capital Management
| | 170
| 2
| 4
|
Miller Financial Group, LLC
| | 170
| 2
| 2
|
Bowers Wealth Management, Inc.
| | 170
| 2
| 2
|
Para Wealth Advisors, Inc.
| | 257
| 3
| 4
|
Insight Capital Management
| | 343
| 4
| 5
|
Blossom Wealth Management, LLC
| | 258
| 3
| 3
|
Opulen Financial Group, LLC
| | 172
| 2
| 2
|
Park + Elm Investment Advisers
| | 260
| 3
| 3
|
TradeWinds Wealth Management
| | 260
| 3
| 4
|
Strategic Wealth Management, LLC
| | 174
| 2
| 4
|
Rice Financial Consulting, Inc.
| | 351
| 4
| 5
|
Birch Wealth Management
| | 176
| 2
| 3
|
| | 177
| 2
| 3
|
Arcadia Investment Advisors, LLC
| | 266
| 3
| 6
|
Snider Advisors
| | 357
| 4
| 4
|
Madison Park Capital Advisors, LLC
| | 358
| 4
| 4
|
Sound Financial Center LLC
| | 270
| 3
| 3
|
Sunrise Financial Services LLC
| | 271
| 3
| 5
|
TJT Capital Group, LLC
| | 181
| 2
| 4
|
Clarus Group LLC
| | 182
| 2
| 2
|
Summit Wealth Management Group, Inc.
| | 366
| 4
| 4
|
John F Suby Wealth Management LLC
| | 183
| 2
| 3
|
Urban Wealth Management (UWM)
| | 275
| 3
| 5
|
Gateway Financial & Estate Planning, Inc.
| | 370
| 4
| 4
|
Aurora Investment Managers, LLC
| | 185
| 2
| 4
|
Manzil Investment Advisors, LLC
| | 93
| 1
| 4
|
Certified Planners, Inc.
| | 186
| 2
| 2
|
MKT Advisors LLC
| | 374
| 4
| 6
|
Clearview Wealth Management
| | 281
| 3
| 4
|
Hippocratic Financial Advisors
| | 382
| 4
| 29
|
Lodestone Wealth Management LLC
| | 287
| 3
| 3
|
VCP Financial LLC
| | 385
| 4
| 5
|
Investors Portfolio Services LLC
| | 289
| 3
| 3
|
Portfolio Strategies Inc
| | 289
| 3
| 5
|
Financial Planning First, LLC
| | 291
| 3
| 3
|
Callahan Capital Management
| | 389
| 4
| 5
|
Lake Avenue Financial LLC
| | 293
| 3
| 5
|
Koenig Investment Advisory, LLC
| | 293
| 3
| 3
|
RW Baker Wealth Management Group LLC
| | 196
| 2
| 2
|
AIO Financial, LLC
| | 197
| 2
| 4
|
Ticino Wealth
| | 296
| 3
| 4
|
Dachtler Wealth Advisors, LLC
| | 198
| 2
| 4
|
Horowitz & Company, Inc.
| | 199
| 2
| 2
|
Lookahead Wealth LLC
| | 199
| 2
| 2
|
Merryfield Barnes, LLC
| | 200
| 2
| 4
|
Willamette Financial Advisors, LLC
| | 201
| 2
| 3
|
Big Sky Wealth Advisors, LLC
| | 201
| 2
| 2
|
Eldon Reese Advisory Group
| | 302
| 3
| 6
|
Parker Financial LLC
| | 302
| 3
| 5
|
Waystone Advisors LLC
| | 303
| 3
| 13
|
Cambridge Financial Group, Inc.
| | 306
| 3
| 6
|
Bradley Wealth LLC
| | 204
| 2
| 5
|
Centurion Financial Strategies LLC
| | 102
| 1
| 5
|
Wealthspring
| | 409
| 4
| 7
|
Biltmore Wealth Management, LLC
| | 307
| 3
| 4
|
Cairn Investment Group
| | 309
| 3
| 6
|
FamilyWealth Asset Management
| | 413
| 4
| 4
|
Greystone Financial & Estate Services, Inc.
| | 207
| 2
| 2
|
MSP Wealth Management, LLC
| | 414
| 4
| 6
|
Authentikos Wealth Advisory LLC
| | 419
| 4
| 5
|
Strada Financial Group LLC
| | 213
| 2
| 4
|
The Blakeley Group Inc
| | 107
| 1
| 4
|
Fifr
| | 214
| 2
| 2
|
Newbury Capital Management, LLC
| | 430
| 4
| 5
|
Dale Q. Rice Investment Management
| | 108
| 1
| 4
|
Bernard Wealth Management Corp.
| | 327
| 3
| 4
|
Allen Capital Management, LLC
| | 109
| 1
| 9
|
Bellevue Asset Management, LLC
| | 219
| 2
| 2
|
Vantage Wealth Management LLC
| | 219
| 2
| 5
|
James R. Martin Consulting, Inc
| | 220
| 2
| 3
|
Adams Financial Concepts, LLC
| | 110
| 1
| 3
|
Vantage Financial Group
| | 441
| 4
| 4
|
Innovative Advisory Partners, LLC
| | 442
| 4
| 8
|
Turner Capital Investments, LLC
| | 333
| 3
| 4
|
Telos Wealth
| | 111
| 1
| 4
|
Castle Wealth Planning
| | 111
| 1
| 3
|
MFA Wealth Services
| | 224
| 2
| 3
|
Your Private Client Group, Inc.
| | 225
| 2
| 2
|
Envision Capital Management Inc
| | 226
| 2
| 2
|
Lighthouse Financial Services Inc
| | 458
| 4
| 6
|
Five Pine Wealth
| | 345
| 3
| 3
|
Integrity Wealth Partners, LLC
| | 231
| 2
| 4
|
Sheridan Capital Management, LLC
| | 116
| 1
| 1
|
Capital Wealth Alliance, LLC
| | 348
| 3
| 5
|
Hurley Financial Group, Inc.
| | 467
| 4
| 6
|
Evart, Young & Hobbs Investment Management
| | 235
| 2
| 3
|
SkyOak Capital, Inc.
| | 236
| 2
| 5
|
Petix & Botte Financial
| | 473
| 4
| 4
|
Newground Social Investment
| | 120
| 1
| 3
|
Baobab Wealth Management
| | 240
| 2
| 2
|
FORS Financial
| | 240
| 2
| 3
|
Wager Wealth Management and Financial Planning LLC
| | 121
| 1
| 3
|
Florin Pensions LLC
| | 485
| 4
| 5
|
Phillip B. White Co., Inc
| | 243
| 2
| 2
|
True North Retirement Advisors, LLC
| | 365
| 3
| 7
|
Ryan Financial Solutions, LLC
| | 247
| 2
| 2
|
Demars Financial Group LLC
| | 498
| 4
| 4
|
Viewpoint Capital Management
| | 125
| 1
| 1
|
Physician Family Financial Advisors Inc
| | 376
| 3
| 4
|
RS Asset Management, LLC
| | 251
| 2
| 2
|
M Premier Partners
| | 251
| 2
| 3
|
Sterling Retirement Group of Sacramento
| | 503
| 4
| 4
|
Beta Wealth Group, Inc
| | 378
| 3
| 3
|
Goldman Lancaster, Inc.
| | 380
| 3
| 5
|
Rooted Financial Group, LLC
| | 254
| 2
| 3
|
Prism Capital Management
| | 127
| 1
| 4
|
Pacific Sun Financial Corp
| | 382
| 3
| 4
|
StoneCrest Wealth Management, Inc
| | 385
| 3
| 4
|
Hillspring Financial, Inc.
| | 260
| 2
| 4
|
Retirement Capital Strategies, Inc.
| | 261
| 2
| 6
|
Capstone RIA
| | 262
| 2
| 3
|
Atlas Financial Advisors, Inc.
| | 266
| 2
| 3
|
Advisifi LLC
| | 133
| 1
| 6
|
Elevate Wealth Management
| | 269
| 2
| 5
|
Continuity Wealth Management, Corp.
| | 270
| 2
| 4
|
LDN Wealth, LLC
| | 271
| 2
| 5
|
Wellspring Advisors, Inc.
| | 271
| 2
| 5
|
Westmark Wealth Management
| | 543
| 4
| 4
|
Axiom Wealth Strategies, LLC
| | 272
| 2
| 3
|
ROI Financial
| | 272
| 2
| 8
|
Littlejohn Financial Services Inc
| | 555
| 4
| 8
|
Vorpahl Wing Securities, Inc.
| | 557
| 4
| 5
|
Fischer Investment Strategies, LLC
| | 418
| 3
| 5
|
3 Peaks Financial
| | 280
| 2
| 3
|
Fingerlakes Wealth Management, Inc.
| | 564
| 4
| 4
|
Tumwater Wealth Management, LLC
| | 284
| 2
| 4
|
Roosevelt Advisors LLC
| | 286
| 2
| 2
|
Next Level Wealth Planning, LLC
| | 572
| 4
| 5
|
Wood Tarver Financial
| | 575
| 4
| 5
|
Thames Financial Management
| | 292
| 2
| 2
|
Kachkovsky & Fisher, Inc.
| | 439
| 3
| 6
|
Portland Private Wealth Management, Inc.
| | 439
| 3
| 5
|
Wordhouse Wealth Coaching
| | 293
| 2
| 2
|
Hallett Advisors
| | 293
| 2
| 5
|
Hofer & Associates Wealth Management
| | 300
| 2
| 4
|
Morgan Dempsey Capital Management LLC
| | 454
| 3
| 6
|
AGP Franklin, LLC
| | 456
| 3
| 7
|
The Clark Group Asset Management
| | 458
| 3
| 5
|
Pinnacle Wealth Management, LLC
| | 458
| 3
| 5
|
Redwood Financial Planning, LLC
| | 621
| 4
| 4
|
Connected Wealth Solutions, LLC
| | 312
| 2
| 3
|
Cadence Wealth Management, LLC
| | 156
| 1
| 3
|
Olde Wealth Management, LLC
| | 313
| 2
| 3
|
MarketRiders
| | 477
| 3
| 6
|
Timepiece Financial Planning, Inc.
| | 159
| 1
| 3
|
Moulton Wealth Management, Inc
| | 477
| 3
| 5
|
SharpePoint, LLC
| | 479
| 3
| 5
|
Burrus
| | 322
| 2
| 5
|
Kanno Capital
| | 161
| 1
| 3
|
Spectrum Wealth Advisory Group, LLC
| | 646
| 4
| 5
|
Intirety, LLC
| | 650
| 4
| 4
|
Shaker Financial Services
| | 329
| 2
| 6
|
Stangier Wealth Management
| | 496
| 3
| 4
|
Pacific Capital Associates
| | 497
| 3
| 6
|
Tingey Advisors Inc
| | 338
| 2
| 6
|
Soundpath Retirement Strategies, LLC
| | 690
| 4
| 8
|
Benham Advisory Group
| | 345
| 2
| 2
|
Abound Financial
| | 525
| 3
| 3
|
Evergreen Wealth Partners LLC
| | 708
| 4
| 9
|
Saos Capital, LLC
| | 536
| 3
| 4
|
Wayfinding Financial, LLC
| | 361
| 2
| 5
|
Financial Forum, Inc.
| | 572
| 3
| 4
|
Washington Park Capital Management, LLC
| | 191
| 1
| 3
|
Taylor Securities Services, Inc.
| | 765
| 4
| 11
|
Auspicious Financial Planning, LLC
| | 193
| 1
| 2
|
Graystone Partners Wealth Management, LLC
| | 581
| 3
| 5
|
Interwest Investment Advisors, Inc
| | 389
| 2
| 2
|
Fund Advisors of America Inc
| | 585
| 3
| 3
|
Wealthguard Advisors, Inc.
| | 390
| 2
| 5
|
Windward Wealth Strategies, Inc.
| | 394
| 2
| 3
|
Lettin Wealth Management Group, Inc.
| | 200
| 1
| 3
|
Axiom Investment Management LLC
| | 201
| 1
| 10
|
RLB Financial
| | 607
| 3
| 4
|
Wagner Planning
| | 203
| 1
| 5
|
Integrity Wealth Advisors, LLC
| | 818
| 4
| 10
|
Cornerstone Alternatives
| | 410
| 2
| 6
|
4:8 Financial
| | 821
| 4
| 8
|
Financial Avengers, Inc.
| | 206
| 1
| 2
|
Borabond, LLC
| | 207
| 1
| 3
|
RBA Wealth Management, LLC
| | 421
| 2
| 7
|
Hewell Financial Group, Inc.
| | 217
| 1
| 1
|
Crown Point Wealth Advisors
| | 653
| 3
| 3
|
Palouse Capital Management, Inc.
| | 877
| 4
| 4
|
Stock Management LLC
| | 439
| 2
| 2
|
Acumen Financial Advisors, LLC
| | 220
| 1
| 5
|
Arista Advisory Group, LLC
| | 222
| 1
| 3
|
Kiker Wealth Management, LLC
| | 894
| 4
| 9
|
Solano Wealth Advisors
| | 456
| 2
| 7
|
Vista Advisor Group, LLC
| | 686
| 3
| 5
|
Trademark Financial Management, LLC
| | 458
| 2
| 5
|
Piedmont Capital Management, LLC
| | 464
| 2
| 3
|
Pacific Financial Strategies, Inc.
| | 713
| 3
| 5
|
Challenger Wealth Management
| | 238
| 1
| 3
|
| | 483
| 2
| 3
|
NBW Capital LLC
| | 0
| 1
| 3
|
Smartharvest Portfolios
| | 255
| 1
| 1
|
Jones & Associates Premier Financial Solutions
| | 519
| 2
| 3
|
Prevail Wealth Management
| | 264
| 1
| 5
|
Newbore Wealth Management, Inc.
| | 528
| 2
| 3
|
CMG Capital Management Group, Inc.
| | 536
| 2
| 10
|
Sanchez Gaunt Capital Management, LLC
| | 830
| 3
| 5
|
Retirement Planning Specialists, Inc.
| | 556
| 2
| 2
|
Portfolio Wealth Advisors
| | 283
| 1
| 3
|
Southwest Investment Advisors, Inc.
| | 1,149
| 4
| 5
|
Ironwood Investment Management, LLC
| | 288
| 1
| 8
|
Its Asset Management, L.P.
| | 586
| 2
| 9
|
Blackburn Financial
| | 593
| 2
| 2
|
Fisher & Wiens Wealth Management, LLC
| | 300
| 1
| 1
|
SavvyFi
| | 307
| 1
| 15
|
Elevation Capital Advisory
| | 631
| 2
| 8
|
Encompass Wealth Advisors, LLC
| | 1,272
| 4
| 5
|
Equanimity Financial Partners
| | 636
| 2
| 4
|
The Dowling Group Wealth Management
| | 321
| 1
| 3
|
Regents Partners, LLC
| | 322
| 1
| 3
|
McAlvany Wealth Management, LLC
| | 650
| 2
| 5
|
True Financial Group
| | 667
| 2
| 2
|
Kissling Financial Services, LLC
| | 689
| 2
| 2
|
GreenPortfolio Inc.
| | 346
| 1
| 6
|
Gunderson Capital Management
| | 694
| 2
| 4
|
Asia Pacific Financial Management Group, Inc.
| | 1,417
| 4
| 9
|
Monson Wealth Management, Inc.
| | 364
| 1
| 3
|
North Financial Inc
| | 380
| 1
| 5
|
Pento Portfolio Strategies, LLC
| | 874
| 2
| 3
|
| | 439
| 1
| 1
|
| | 988
| 2
| 4
|
Superior Planning Wealth Management & Family Office
| | 509
| 1
| 12
|
Arta Finance
| | 1,043
| 2
| 68
|
Catalyst Financial NW Corporation
| | 1,054
| 2
| 4
|
Pacifica Partners Capital Management
| | 544
| 1
| 10
|
Meixler Investment Management, Ltd.
| | 561
| 1
| 1
|
Preston Investments
| | 2,526
| 3
| 4
|
Sierra Asset Management
| | 849
| 1
| 3
|
Plan Confidence Corporation
| | 859
| 1
| 3
|