Clients per advisor for Team firms serving clients in Nebraska

In Nebraska, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 77 clients per advisor versus the national median of 61. This suggests that Nebraska firms often operate with more scalable, process-driven models that allow advisors to manage larger client loads efficiently. With 732 such firms in the state, clients may find a range of service styles, but the tendency toward higher client counts indicates a focus on streamlined workflows and broader client reach rather than deeply personalized engagement. This dynamic reflects a mature advisory market balancing efficiency and accessibility.

Team firms nationally 3,584 firms
Very Low 17-34 per advisor
Low 34-51
Typical 51-73
High 73-109
Very High 109-216
5th 20th 40th 60th 80th 95th

Median: 61

Firm
Client/advisor ratio
Clients
Advisors
Staff
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
Teckmeyer Financial Services, L.L.C. logo Teckmeyer Financial Services, L.L.C.
Very Low 9
44
5
7
401k Generation logo 401k Generation
Very Low 11
68
6
35
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
Bespoke Investment Group, LLC logo Bespoke Investment Group, LLC
Very Low 12
59
5
6
Generational Wealth Advisors logo Generational Wealth Advisors
Very Low 13
159
12
60
Fielder Capital Group LLC logo Fielder Capital Group LLC
Very Low 14
112
8
11
Vision Investment Advisors, LLC logo Vision Investment Advisors, LLC
Very Low 14
127
9
9
Four Quadrant Wealth Advisors, Inc. logo Four Quadrant Wealth Advisors, Inc.
Very Low 14
100
7
34
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
CSP Financial Group LLC logo CSP Financial Group LLC
Very Low 16
312
20
20
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
Acrylic Financial, Inc. logo Acrylic Financial, Inc.
Very Low 16
307
19
21
AWM Capital, LLC logo AWM Capital, LLC
Very Low 16
455
28
38
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
Lee Financial Company, LLC logo Lee Financial Company, LLC
Very Low 16
428
26
39
Capital Synergy Partners logo Capital Synergy Partners
Very Low 17
331
20
21
Moment Private Wealth logo Moment Private Wealth
Very Low 18
105
6
7
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
Wealth More Enterprise, Inc. logo Wealth More Enterprise, Inc.
Very Low 18
89
5
10
Best Life Infinity, LLC
Very Low 18
110
6
8
Highline Wealth Partners logo Highline Wealth Partners
Very Low 19
320
17
17
Quility Financial Advisors logo Quility Financial Advisors
Very Low 19
227
12
13
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Anderson Hoagland & Co logo Anderson Hoagland & Co
Very Low 19
136
7
8
LRI Investments logo LRI Investments
Very Low 20
477
24
35
Lynx Investment Advisory, LLC logo Lynx Investment Advisory, LLC
Very Low 21
214
10
10
Moss, Luse & Womble, LLC logo Moss, Luse & Womble, LLC
Very Low 22
475
22
42
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
5
Naviter Wealth, LLC logo Naviter Wealth, LLC
Very Low 22
303
14
15
Painted Porch Advisors LLC logo Painted Porch Advisors LLC
Very Low 22
292
13
21
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Pasadena Private Wealth, LLC logo Pasadena Private Wealth, LLC
Very Low 23
432
19
19
Fairway Wealth Management LLC logo Fairway Wealth Management LLC
Very Low 23
321
14
23
Van Clemens Wealth Management, LLC logo Van Clemens Wealth Management, LLC
Very Low 23
599
26
28
Willis Johnson & Associates, Inc. logo Willis Johnson & Associates, Inc.
Very Low 23
578
25
41
Fruitful logo Fruitful
Very Low 23
351
15
44
TLW Wealth Management, LLC logo TLW Wealth Management, LLC
Very Low 24
118
5
5
MDRN Capital logo MDRN Capital
Very Low 24
569
24
36
Sound Stewardship, LLC logo Sound Stewardship, LLC
Very Low 24
190
8
11
BSW Wealth Partners logo BSW Wealth Partners
Very Low 24
476
20
27
Northstar Asset Management, Inc. logo Northstar Asset Management, Inc.
Very Low 24
169
7
15
Laffer Tengler Investments, Inc. logo Laffer Tengler Investments, Inc.
Very Low 24
243
10
14
Signature Resources Capital Management, LLC logo Signature Resources Capital Management, LLC
Very Low 24
366
15
15
Aegis Wealth logo Aegis Wealth
Very Low 25
123
5
6
Jrm Investment Counsel. logo Jrm Investment Counsel.
Very Low 25
75
3
3
Boyum Wealth Architects LLC logo Boyum Wealth Architects LLC
Very Low 25
330
13
15
Private Wealth Asset Management logo Private Wealth Asset Management
Very Low 25
559
22
32
Ascent Advisors logo Ascent Advisors
Very Low 26
230
9
9
Hill Island Financial LLC logo Hill Island Financial LLC
Very Low 26
208
8
11
Abel Hall, LLC logo Abel Hall, LLC
Very Low 26
183
7
10
Cabin Advisors, LLC logo Cabin Advisors, LLC
Very Low 26
368
14
15
Feltl Advisors logo Feltl Advisors
Very Low 26
395
15
15
LotusGroup Advisors logo LotusGroup Advisors
Very Low 27
186
7
10
Mclean Asset Management Corp. logo Mclean Asset Management Corp.
Very Low 27
486
18
26
Freestate Advisors LLC logo Freestate Advisors LLC
Very Low 27
244
9
9
Parsonex Advisory Services, Inc. logo Parsonex Advisory Services, Inc.
Very Low 28
330
12
24
Peak Asset Management, LLC logo Peak Asset Management, LLC
Very Low 28
333
12
16
Narwhal Capital Management logo Narwhal Capital Management
Very Low 28
334
12
18
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Opes Wealth Management, LLC logo Opes Wealth Management, LLC
Very Low 28
419
15
15
Gibraltar Capital Management, Inc. logo Gibraltar Capital Management, Inc.
Very Low 28
505
18
31
Arcadia Investment Management Corp logo Arcadia Investment Management Corp
Very Low 28
85
3
4
Platform Wealth Advisors logo Platform Wealth Advisors
Very Low 28
256
9
16
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
Alpha Capital Family Office, LLC logo Alpha Capital Family Office, LLC
Very Low 29
147
5
12
Elgethun Capital Management logo Elgethun Capital Management
Very Low 29
294
10
13
Assembly Wealth logo Assembly Wealth
Very Low 30
209
7
9
Quartz Partners Investment Management logo Quartz Partners Investment Management
Very Low 30
688
23
26
Colliers Securities LLC logo Colliers Securities LLC
Very Low 30
811
27
120
Perspective Wealth Partners, LLC logo Perspective Wealth Partners, LLC
Very Low 30
273
9
12
WaFd Wealth, Inc logo WaFd Wealth, Inc
Very Low 30
274
9
14
Stiles Financial Services, Inc. logo Stiles Financial Services, Inc.
Very Low 31
246
8
12
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Private Client Advisor Group, LLC logo Private Client Advisor Group, LLC
Very Low 32
190
6
6
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
One Wealth Map, LLC logo One Wealth Map, LLC
Very Low 32
223
7
10
Sensible Money, LLC logo Sensible Money, LLC
Very Low 32
324
10
16
Destiny Capital Corporation logo Destiny Capital Corporation
Very Low 33
260
8
11
Equitycompass Investment Management, LLC logo Equitycompass Investment Management, LLC
Very Low 33
163
5
14
Richard P. Slaughter Associates, Inc. logo Richard P. Slaughter Associates, Inc.
Very Low 33
457
14
14
Keenan Financial logo Keenan Financial
Very Low 33
751
23
27
QTR Family Wealth, LLC logo QTR Family Wealth, LLC
Very Low 33
197
6
7
Martin, Javan Von
Very Low 33
33
1
1
Aurelius Family Office, LLC logo Aurelius Family Office, LLC
Very Low 33
165
5
8
Peirce Capital Management, LLC logo Peirce Capital Management, LLC
Very Low 33
165
5
5
Innovative Advisory Group logo Innovative Advisory Group
Very Low 33
298
9
10
Burns Matteson Capital Management, LLC logo Burns Matteson Capital Management, LLC
Very Low 33
199
6
6
SC&H Wealth logo SC&H Wealth
Very Low 33
668
20
24
Alhambra Investment Management LLC logo Alhambra Investment Management LLC
Very Low 34
202
6
6
McBeath Financial Group logo McBeath Financial Group
Very Low 34
236
7
8
TritonPoint Wealth, LLC logo TritonPoint Wealth, LLC
Very Low 34
338
10
15
AIRE Advisors, LLC logo AIRE Advisors, LLC
Very Low 34
340
10
10
Denver PWM, LLC logo Denver PWM, LLC
Very Low 34
204
6
6
Black Knight Wealth Management, LLC logo Black Knight Wealth Management, LLC
Low 34
444
13
14
Austin Asset logo Austin Asset
Low 34
447
13
21
Benefit Financial Services Group logo Benefit Financial Services Group
Low 34
861
25
31
Vance Wealth logo Vance Wealth
Low 35
380
11
22
The L. Warner Companies, Inc logo The L. Warner Companies, Inc
Low 35
352
10
38
Private Advisory logo Private Advisory
Low 36
678
19
31
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
Anderson Financial Strategies, LLC logo Anderson Financial Strategies, LLC
Low 36
182
5
7
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Low 37
698
19
23
Keebeck Wealth Management logo Keebeck Wealth Management
Low 37
147
4
9
Apforia logo Apforia
Low 37
368
10
18
Wellment Financial logo Wellment Financial
Low 37
405
11
21
Columbia Advisory Partners, LLC logo Columbia Advisory Partners, LLC
Low 37
630
17
19
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Richardson Capital Management, LLC logo Richardson Capital Management, LLC
Low 37
261
7
9
America First Investment Advisors LLC logo America First Investment Advisors LLC
Low 37
261
7
7
Heritage Wealth Management, Inc. logo Heritage Wealth Management, Inc.
Low 37
224
6
13
Paragon Capital Management logo Paragon Capital Management
Low 37
187
5
6
RetireWise Tax and Wealth Advisors, Inc. logo RetireWise Tax and Wealth Advisors, Inc.
Low 37
262
7
10
Align Financial, LLC logo Align Financial, LLC
Low 38
188
5
5
Windward Private Wealth Management Inc. logo Windward Private Wealth Management Inc.
Low 38
226
6
9
Fidelis Wealth Advisors logo Fidelis Wealth Advisors
Low 38
191
5
5
IFC Advisors LLC logo IFC Advisors LLC
Low 38
344
9
18
Flagstone Financial Management, LLC logo Flagstone Financial Management, LLC
Low 39
347
9
11
Quadcap Wealth Management, LLC logo Quadcap Wealth Management, LLC
Low 39
582
15
23
Schaper Benz & Wise Investment Counsel Inc logo Schaper Benz & Wise Investment Counsel Inc
Low 39
388
10
15
Willow Grove Advisors, LLC logo Willow Grove Advisors, LLC
Low 39
194
5
7
Severin Investments LLC logo Severin Investments LLC
Low 39
233
6
8
Avier Wealth Advisors logo Avier Wealth Advisors
Low 39
583
15
20
Nepsis, Inc. logo Nepsis, Inc.
Low 39
590
15
37
Gill Capital Partners, LLC logo Gill Capital Partners, LLC
Low 39
434
11
17
The Legacy Financial Group, Inc. logo The Legacy Financial Group, Inc.
Low 40
317
8
9
Canter Wealth logo Canter Wealth
Low 40
278
7
12
Invicta Financial Group logo Invicta Financial Group
Low 40
477
12
12
Coyle logo Coyle
Low 40
438
11
24
MD Financial Advisors / Vestment Financial logo MD Financial Advisors / Vestment Financial
Low 40
478
12
20
Oak Family Advisors, LLC logo Oak Family Advisors, LLC
Low 40
200
5
6
Everspire logo Everspire
Low 40
803
20
20
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Strait & Sound logo Strait & Sound
Low 41
243
6
10
Intelligence Driven Advisers, LLC logo Intelligence Driven Advisers, LLC
Low 41
649
16
22
Charter Advisory Corporation logo Charter Advisory Corporation
Low 41
575
14
15
S Harris Financial Group, LLC logo S Harris Financial Group, LLC
Low 41
247
6
7
Union Capital Company logo Union Capital Company
Low 41
414
10
13
Squire Wealth Advisors logo Squire Wealth Advisors
Low 41
539
13
15
Nilsine Partners, LLC logo Nilsine Partners, LLC
Low 42
540
13
18
Balboa Wealth Partners, Inc. logo Balboa Wealth Partners, Inc.
Low 42
1,084
26
36
HSC Wealth Advisors logo HSC Wealth Advisors
Low 42
376
9
10
Convergence Advisory Group logo Convergence Advisory Group
Low 42
211
5
6
Fiduciary Financial Partners, LLC logo Fiduciary Financial Partners, LLC
Low 42
211
5
6
Mader & Shannon Wealth Management logo Mader & Shannon Wealth Management
Low 42
339
8
10
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
JNBA Financial Advisors, LLC logo JNBA Financial Advisors, LLC
Low 43
1,105
26
36
Emerald Advisors, LLC logo Emerald Advisors, LLC
Low 43
215
5
11
DMKC Advisory Services, LLC logo DMKC Advisory Services, LLC
Low 43
473
11
13
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
Novadius Wealth Management logo Novadius Wealth Management
Low 44
261
6
6
TRADEway logo TRADEway
Low 44
611
14
36
Paragon Capital Management LLC logo Paragon Capital Management LLC
Low 44
350
8
10
M. Kraus & Company logo M. Kraus & Company
Low 44
219
5
5
Delta Investment Management, LLC logo Delta Investment Management, LLC
Low 44
1,099
25
25
Cypress Point Wealth Management, LLC logo Cypress Point Wealth Management, LLC
Low 44
177
4
12
Aspen Capital Management, LLC logo Aspen Capital Management, LLC
Low 44
443
10
12
Yosemite Capital Management logo Yosemite Capital Management
Low 44
266
6
8
Eubel Brady & Suttman logo Eubel Brady & Suttman
Low 44
755
17
34
Secure Investment Management, LLC logo Secure Investment Management, LLC
Low 45
942
21
31
Crusonia Wealth Advisors LLC logo Crusonia Wealth Advisors LLC
Low 45
540
12
20
RKL Private Wealth logo RKL Private Wealth
Low 45
948
21
38
Sachem Hill LLC logo Sachem Hill LLC
Low 45
136
3
8
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
CorePath Wealth Partners LLC logo CorePath Wealth Partners LLC
Low 46
230
5
8
Heirloom Wealth Management LLC logo Heirloom Wealth Management LLC
Low 46
829
18
18
4Wealth Advisors, Inc. logo 4Wealth Advisors, Inc.
Low 46
508
11
13
REDW Wealth LLC
Low 46
370
8
15
Briaud Financial Advisors logo Briaud Financial Advisors
Low 46
278
6
16
Treasure Coast Financial Planning, Inc. logo Treasure Coast Financial Planning, Inc.
Low 47
234
5
6
Edgerock Wealth Management logo Edgerock Wealth Management
Low 47
564
12
20
Scholar Financial Advising, LLC logo Scholar Financial Advising, LLC
Low 47
235
5
8
Covenant Wealth Advisors logo Covenant Wealth Advisors
Low 47
522
11
12
Hill Investment Group logo Hill Investment Group
Low 48
380
8
12
Seaside Wealth Management, Inc. logo Seaside Wealth Management, Inc.
Low 48
380
8
12
Syverson Strege logo Syverson Strege
Low 48
523
11
15
Willow Creek Financial logo Willow Creek Financial
Low 48
238
5
7
Triune Financial Partners, LLC logo Triune Financial Partners, LLC
Low 48
770
16
24
Elser Financial Planning, Inc. logo Elser Financial Planning, Inc.
Low 48
578
12
15
Future Capital Management Inc. logo Future Capital Management Inc.
Low 48
338
7
11
Keen Wealth Advisors logo Keen Wealth Advisors
Low 48
1,014
21
30
Stepp & Rothwell Inc logo Stepp & Rothwell Inc
Low 48
339
7
25
CPR Investments Inc logo CPR Investments Inc
Low 49
1,166
24
24
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
RPG Family Wealth Advisory, LLC logo RPG Family Wealth Advisory, LLC
Low 49
537
11
21
Barry Investment Advisors, LLC logo Barry Investment Advisors, LLC
Low 49
391
8
12
SJS Investment Services logo SJS Investment Services
Low 49
880
18
21
Forthright Capital logo Forthright Capital
Low 49
978
20
22
EverNest Financial Advisors logo EverNest Financial Advisors
Low 49
294
6
6
K2 Financial Inc. logo K2 Financial Inc.
Low 49
393
8
10
TD Capital Management LLC logo TD Capital Management LLC
Low 49
445
9
15
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Nelson Capital Management, LLC logo Nelson Capital Management, LLC
Low 50
199
4
10
Sather Financial Group, Inc. logo Sather Financial Group, Inc.
Low 50
448
9
9
L. Roy Papp & Associates, LLP logo L. Roy Papp & Associates, LLP
Low 50
549
11
11
Walkner Condon Financial Advisors LLC logo Walkner Condon Financial Advisors LLC
Low 50
799
16
18
Cutler Investment Group logo Cutler Investment Group
Low 50
949
19
24
One + One Wealth Management, LLC logo One + One Wealth Management, LLC
Low 50
251
5
5
Elevated Capital Advisors, LLC logo Elevated Capital Advisors, LLC
Low 50
1,006
20
30
WealthStar Advisors, LLC logo WealthStar Advisors, LLC
Low 50
453
9
9
Martinsen Wealth Management logo Martinsen Wealth Management
Low 51
354
7
19
Hudson Value Partners, LLC logo Hudson Value Partners, LLC
Low 51
203
4
4
KEB Wealth Advisors logo KEB Wealth Advisors
Low 51
662
13
17
Oak Harvest Investment Services logo Oak Harvest Investment Services
Low 51
968
19
44
Elysium Wealth Management, LLC logo Elysium Wealth Management, LLC
Low 51
765
15
22
Interwise logo Interwise
Low 51
307
6
10
Riggs Asset Management Co Inc logo Riggs Asset Management Co Inc
Low 51
410
8
8
Atlantic Private Wealth, LLC logo Atlantic Private Wealth, LLC
Typical 52
206
4
5
Topsail Wealth Management LLC logo Topsail Wealth Management LLC
Typical 52
206
4
5
Oarsman Capital, Inc logo Oarsman Capital, Inc
Typical 52
670
13
21
HBE Wealth Management, LLC logo HBE Wealth Management, LLC
Typical 52
258
5
5
Archford Capital Strategies, LLC logo Archford Capital Strategies, LLC
Typical 52
774
15
45
Gilbert & Cook, Inc. logo Gilbert & Cook, Inc.
Typical 52
879
17
32
Harvest investment Services, LLC logo Harvest investment Services, LLC
Typical 52
1,500
29
38
Prota Financial logo Prota Financial
Typical 52
673
13
13
Versant Capital Management, Inc. logo Versant Capital Management, Inc.
Typical 52
466
9
26
Vestor Capital, LLC logo Vestor Capital, LLC
Typical 52
1,197
23
27
Turning Point Financial logo Turning Point Financial
Typical 52
784
15
23
Ruggaard & Associates logo Ruggaard & Associates
Typical 52
314
6
10
Quantum Financial Partners LLC logo Quantum Financial Partners LLC
Typical 53
316
6
8
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
Timothy Financial Counsel, Inc. logo Timothy Financial Counsel, Inc.
Typical 53
1,007
19
20
Wealth Advisors of Iowa, LLC logo Wealth Advisors of Iowa, LLC
Typical 53
532
10
12
Forty North Wealth logo Forty North Wealth
Typical 53
532
10
12
D.H. Hill Advisors, Inc. logo D.H. Hill Advisors, Inc.
Typical 54
916
17
19
Correct Capital Wealth Management, LLC logo Correct Capital Wealth Management, LLC
Typical 54
431
8
12
Armstrong, Fleming & Moore, Inc. logo Armstrong, Fleming & Moore, Inc.
Typical 54
539
10
27
Fiat Wealth Management logo Fiat Wealth Management
Typical 54
647
12
18
Petra Financial Advisors Inc logo Petra Financial Advisors Inc
Typical 54
378
7
15
Yarger Wealth Strategies, LLC logo Yarger Wealth Strategies, LLC
Typical 54
216
4
4
Ashworth Wealth, LLC logo Ashworth Wealth, LLC
Typical 54
270
5
5
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Traction Financial Partners logo Traction Financial Partners
Typical 54
326
6
9
Morton Brown Family Wealth LLC logo Morton Brown Family Wealth LLC
Typical 54
272
5
10
Cordis Financial, LLC logo Cordis Financial, LLC
Typical 54
272
5
7
Precision Wealth Strategies, LLC logo Precision Wealth Strategies, LLC
Typical 55
436
8
15
Financial Synergies logo Financial Synergies
Typical 55
927
17
21
Centerpoint Advisory Group, LLC logo Centerpoint Advisory Group, LLC
Typical 55
274
5
7
Henderson Brothers Financial Partners LLC logo Henderson Brothers Financial Partners LLC
Typical 55
1,044
19
30
Alaska Wealth Advisors logo Alaska Wealth Advisors
Typical 55
660
12
23
SMART Wealth, LLC logo SMART Wealth, LLC
Typical 55
990
18
41
Harvest Financial Advisors, LLC logo Harvest Financial Advisors, LLC
Typical 55
442
8
9
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
Mission Creek Capital Partners, Inc. logo Mission Creek Capital Partners, Inc.
Typical 55
499
9
14
LifePlan Group logo LifePlan Group
Typical 56
278
5
9
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Guide Advisors, Inc. logo Guide Advisors, Inc.
Typical 56
279
5
5
Fiori Financial Group logo Fiori Financial Group
Typical 56
224
4
8
Sovereign Financial Group, Inc. logo Sovereign Financial Group, Inc.
Typical 56
1,288
23
31
25 Financial logo 25 Financial
Typical 56
505
9
19
Transcendent Capital Group logo Transcendent Capital Group
Typical 56
506
9
11
Strategic Financial Partners, LTD logo Strategic Financial Partners, LTD
Typical 57
340
6
7
Peak Retirement Planning, Inc. logo Peak Retirement Planning, Inc.
Typical 57
910
16
22
Castle Coast Wealth, LLC logo Castle Coast Wealth, LLC
Typical 58
288
5
6
Aptus Financial, LLC logo Aptus Financial, LLC
Typical 58
634
11
11
The Norden Group LLC logo The Norden Group LLC
Typical 58
1,271
22
30
Verus Financial Partners logo Verus Financial Partners
Typical 58
636
11
21
Endeavor Private Wealth, Inc. logo Endeavor Private Wealth, Inc.
Typical 58
521
9
13
Hanson & Doremus Investment Management logo Hanson & Doremus Investment Management
Typical 58
584
10
14
Capital Management Associates Inc logo Capital Management Associates Inc
Typical 58
877
15
17
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
Wealth Advisors Network, Inc. logo Wealth Advisors Network, Inc.
Typical 59
472
8
8
City Center Advisors, LLC logo City Center Advisors, LLC
Typical 59
413
7
7
The Wealth Group   Austin B. Colby & Associates logo The Wealth Group Austin B. Colby & Associates
Typical 59
591
10
12
Canopy Wealth Management logo Canopy Wealth Management
Typical 59
592
10
13
Clearwater Capital Partners logo Clearwater Capital Partners
Typical 59
889
15
23
Transcend Capital Advisors, LLC logo Transcend Capital Advisors, LLC
Typical 60
1,073
18
39
American Investment Services Inc logo American Investment Services Inc
Typical 60
359
6
10
Dodds Wealth, LLC logo Dodds Wealth, LLC
Typical 60
421
7
11
Aspen Wealth Strategies, LLC logo Aspen Wealth Strategies, LLC
Typical 61
363
6
7
PDS Planning Inc logo PDS Planning Inc
Typical 61
607
10
19
Stevens Capital Partners logo Stevens Capital Partners
Typical 61
547
9
21
Whipplewood Advisors, LLC
Typical 61
366
6
6
American Wealth Management, Inc. logo American Wealth Management, Inc.
Typical 61
550
9
10
IBN Financial Services, Inc. logo IBN Financial Services, Inc.
Typical 61
735
12
79
Bright Road Wealth Management, LLC logo Bright Road Wealth Management, LLC
Typical 61
614
10
13
Balance Wealth logo Balance Wealth
Typical 61
553
9
12
Next Level Private LLC logo Next Level Private LLC
Typical 61
799
13
16
Dash Investments logo Dash Investments
Typical 62
432
7
9
Fortress Wealth Group logo Fortress Wealth Group
Typical 62
371
6
14
Unique Wealth, LLC logo Unique Wealth, LLC
Typical 62
807
13
15
Pgi Wealth Management logo Pgi Wealth Management
Typical 62
497
8
9
Capstone Investment Group logo Capstone Investment Group
Typical 62
560
9
13
CLG LLC logo CLG LLC
Typical 62
1,434
23
35
Acorn Creek Capital LLC logo Acorn Creek Capital LLC
Typical 62
312
5
5
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Axient Investment Advisors LLC logo Axient Investment Advisors LLC
Typical 62
749
12
18
West Paces Advisors, Inc. logo West Paces Advisors, Inc.
Typical 63
251
4
7
One Advisory Partners, LLC logo One Advisory Partners, LLC
Typical 63
314
5
11
Capstone Financial Advisors Inc logo Capstone Financial Advisors Inc
Typical 63
1,068
17
30
Keeler & Nadler Family Wealth logo Keeler & Nadler Family Wealth
Typical 63
504
8
13
Insight Wealth Strategies, LLC logo Insight Wealth Strategies, LLC
Typical 63
567
9
12
Abundo Wealth logo Abundo Wealth
Typical 63
695
11
13
Warwick Partners logo Warwick Partners
Typical 63
253
4
9
GoalVest Advisory LLC logo GoalVest Advisory LLC
Typical 63
443
7
10
Ethos Financial Group, LLC logo Ethos Financial Group, LLC
Typical 63
1,709
27
38
Mitchell Capital Management Co logo Mitchell Capital Management Co
Typical 63
317
5
11
Provident Investment Management, Inc. logo Provident Investment Management, Inc.
Typical 64
318
5
10
Uniting Wealth Partners logo Uniting Wealth Partners
Typical 64
830
13
23
Arcus Capital Partners, LLC logo Arcus Capital Partners, LLC
Typical 64
447
7
15
Decker Retirement Planning Inc. logo Decker Retirement Planning Inc.
Typical 64
767
12
23
Warren Street Wealth Advisors, LLC logo Warren Street Wealth Advisors, LLC
Typical 64
449
7
10
Vertex Partners logo Vertex Partners
Typical 64
836
13
20
Insight Folios logo Insight Folios
Typical 65
1,228
19
19
Abound Wealth Management, LLC logo Abound Wealth Management, LLC
Typical 65
914
14
41
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Tilia Fiduciary Partners, Inc. logo Tilia Fiduciary Partners, Inc.
Typical 66
329
5
8
Petros Family Wealth, LLC logo Petros Family Wealth, LLC
Typical 66
527
8
9
ISC Advisors, Inc. logo ISC Advisors, Inc.
Typical 66
1,780
27
30
Alpine Private Wealth logo Alpine Private Wealth
Typical 66
265
4
20
Griffith & Werner, Inc. logo Griffith & Werner, Inc.
Typical 66
332
5
5
Destiny Wealth Partners, LLC logo Destiny Wealth Partners, LLC
Typical 67
999
15
26
United Capital Management of Kansas, Inc. logo United Capital Management of Kansas, Inc.
Typical 67
1,602
24
46
Drive Wealth Advisers logo Drive Wealth Advisers
Typical 67
1,073
16
17
Prosperitas Financial, LLC logo Prosperitas Financial, LLC
Typical 67
1,745
26
33
Samalin Wealth logo Samalin Wealth
Typical 67
539
8
13
Bason Asset Management logo Bason Asset Management
Typical 68
135
2
2
Klaas Financial Asset Advisors, LLC. logo Klaas Financial Asset Advisors, LLC.
Typical 68
1,015
15
15
Bledsoe Asset Management, LLC logo Bledsoe Asset Management, LLC
Typical 68
341
5
5
Cambridge Advisors Inc logo Cambridge Advisors Inc
Typical 68
273
4
6
Tiller Private Wealth, Inc. logo Tiller Private Wealth, Inc.
Typical 69
343
5
11
Madrona Financial & CPAs logo Madrona Financial & CPAs
Typical 69
689
10
18
Cornerstone Financial Group, LLC logo Cornerstone Financial Group, LLC
Typical 69
345
5
7
Worthpointe logo Worthpointe
Typical 69
622
9
16
Kinetic Investment Management, Inc. logo Kinetic Investment Management, Inc.
Typical 69
1,453
21
31
Maridea Wealth Management logo Maridea Wealth Management
Typical 70
1,530
22
48
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Wilon Wealth Management logo Wilon Wealth Management
Typical 70
350
5
8
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Victory Wealth Partners logo Victory Wealth Partners
Typical 70
351
5
5
Wealth Care LLC logo Wealth Care LLC
Typical 70
211
3
3
Cabot Wealth Management logo Cabot Wealth Management
Typical 71
636
9
16
Great Waters Financial logo Great Waters Financial
Typical 71
1,627
23
42
Vector Wealth Management logo Vector Wealth Management
Typical 71
849
12
19
Telos Capital Management, Inc. logo Telos Capital Management, Inc.
Typical 71
924
13
19
Integrity Financial Corporation logo Integrity Financial Corporation
Typical 71
1,209
17
21
Provise Management Group, LLC logo Provise Management Group, LLC
Typical 71
1,139
16
22
CJM Wealth Advisers, LTD. logo CJM Wealth Advisers, LTD.
Typical 72
860
12
13
Plan Group Financial, INC. logo Plan Group Financial, INC.
Typical 72
1,221
17
29
Northern Capital Management, Inc. logo Northern Capital Management, Inc.
Typical 72
719
10
11
Motiv8 Investments LLC logo Motiv8 Investments LLC
Typical 72
720
10
21
MJP Wealth Advisors logo MJP Wealth Advisors
Typical 72
865
12
21
Monon Wealth Management logo Monon Wealth Management
Typical 72
505
7
10
rebel Financial, LLC logo rebel Financial, LLC
Typical 72
433
6
6
Family Investment Center logo Family Investment Center
Typical 73
873
12
20
Parkway Wealth Management Group, LLC logo Parkway Wealth Management Group, LLC
Typical 73
1,310
18
27
Walled Lake Planning & Wealth Management, LLC logo Walled Lake Planning & Wealth Management, LLC
Typical 73
364
5
8
MPM Wealth Advisors logo MPM Wealth Advisors
Typical 73
1,094
15
18
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Salus Financial Advisors logo Salus Financial Advisors
Typical 73
365
5
5
Atwood & Palmer, Inc. logo Atwood & Palmer, Inc.
Typical 73
511
7
9
Marshall Investment Management, LLC logo Marshall Investment Management, LLC
Typical 73
587
8
8
KFA Private Wealth Group, LLC logo KFA Private Wealth Group, LLC
High 74
814
11
11
A & I Wealth Management logo A & I Wealth Management
High 74
518
7
9
Planning Alternatives Ltd logo Planning Alternatives Ltd
High 74
669
9
20
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
SLOY, DAHL & HOLST, LLC logo SLOY, DAHL & HOLST, LLC
High 75
448
6
6
Greenwood Gearhart, LLC logo Greenwood Gearhart, LLC
High 75
1,051
14
26
Worth Advisors logo Worth Advisors
High 75
451
6
15
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Vista Investment Partners LLC logo Vista Investment Partners LLC
High 75
452
6
9
Mustard Seed Wealth Management logo Mustard Seed Wealth Management
High 75
679
9
10
Strongtower Wealth Management, Plc logo Strongtower Wealth Management, Plc
High 76
380
5
7
Ironwood Wealth Management, LLC logo Ironwood Wealth Management, LLC
High 77
459
6
14
WealthPlan Investment Management LLC logo WealthPlan Investment Management LLC
High 77
2,068
27
34
Roberts, Glore & Co. logo Roberts, Glore & Co.
High 77
383
5
7
Canvas Wealth Advisors, LLC logo Canvas Wealth Advisors, LLC
High 77
537
7
11
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Zuraw Financial Advisors, LLC logo Zuraw Financial Advisors, LLC
High 77
154
2
3
TBH Global Asset Management, LLC logo TBH Global Asset Management, LLC
High 77
1,002
13
22
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
Stonebridge Wealth Systems LLC logo Stonebridge Wealth Systems LLC
High 78
931
12
25
Midwest Financial Group LLC logo Midwest Financial Group LLC
High 78
931
12
12
TrueWealth Advisors, LLC logo TrueWealth Advisors, LLC
High 78
1,090
14
21
Nikulski Financial, Inc. logo Nikulski Financial, Inc.
High 78
468
6
10
Merkle Retirement Planning logo Merkle Retirement Planning
High 78
1,015
13
30
Whalen Financial logo Whalen Financial
High 78
391
5
10
Everhart Advisors logo Everhart Advisors
High 78
2,268
29
59
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Bernicke Wealth Management logo Bernicke Wealth Management
High 79
868
11
26
Waterfront Wealth Inc. logo Waterfront Wealth Inc.
High 79
792
10
14
Bridgewater Asset Management LLC logo Bridgewater Asset Management LLC
High 79
396
5
6
Mountain Capital Investment Advisors Inc logo Mountain Capital Investment Advisors Inc
High 79
1,191
15
17
Element Squared Private Wealth logo Element Squared Private Wealth
High 80
478
6
7
CFO4Life logo CFO4Life
High 80
877
11
22
MBR Financial logo MBR Financial
High 80
480
6
10
Golden Reserve Retirement, LLC logo Golden Reserve Retirement, LLC
High 80
2,008
25
45
Bellwether Wealth logo Bellwether Wealth
High 80
482
6
12
Astra Wealth Management Group logo Astra Wealth Management Group
High 80
964
12
17
TCFG Investment Advisors, LLC logo TCFG Investment Advisors, LLC
High 80
2,334
29
29
Seamount Financial Group Inc logo Seamount Financial Group Inc
High 81
485
6
10
IFG Advisors, LLC logo IFG Advisors, LLC
High 81
566
7
7
Clayton Financial Group, LLC logo Clayton Financial Group, LLC
High 81
243
3
7
Sherrill & Hutchins Financial Advisory Inc logo Sherrill & Hutchins Financial Advisory Inc
High 82
409
5
8
RIA Advisory Group, LLC logo RIA Advisory Group, LLC
High 82
1,968
24
25
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
FPNavigators logo FPNavigators
High 82
412
5
8
Cheviot Value Management, LLC logo Cheviot Value Management, LLC
High 83
578
7
7
Washington Avenue Advisors logo Washington Avenue Advisors
High 83
662
8
10
Wedgewood Partners, Inc. logo Wedgewood Partners, Inc.
High 83
331
4
10
TFB Advisors, LLC logo TFB Advisors, LLC
High 83
1,326
16
23
Fragasso Financial Advisors logo Fragasso Financial Advisors
High 83
2,073
25
35
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Smithbridge Asset Management, Inc. logo Smithbridge Asset Management, Inc.
High 83
500
6
12
RVW Wealth LLC logo RVW Wealth LLC
High 83
834
10
11
Oath Planning, LLC logo Oath Planning, LLC
High 84
502
6
8
G&S Capital LLC logo G&S Capital LLC
High 84
421
5
9
TrueNorth Wealth logo TrueNorth Wealth
High 84
843
10
19
Varra Financial logo Varra Financial
High 85
508
6
8
Quad-Cities Investment Group, LLC logo Quad-Cities Investment Group, LLC
High 85
593
7
8
Three Arch Wealth Management LLC logo Three Arch Wealth Management LLC
High 85
256
3
5
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
Modus Advisors, LLC logo Modus Advisors, LLC
High 87
346
4
8
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
Allied Investment Advisors LLC logo Allied Investment Advisors LLC
High 87
953
11
12
Marks Group Wealth Management, Inc. logo Marks Group Wealth Management, Inc.
High 87
782
9
14
WT Wealth Management, LLC logo WT Wealth Management, LLC
High 87
1,133
13
16
Bradford Financial Center logo Bradford Financial Center
High 87
699
8
26
Berkshire Money Management, Inc. logo Berkshire Money Management, Inc.
High 88
875
10
22
Curran Financial Partners, LLC logo Curran Financial Partners, LLC
High 88
1,314
15
30
Tradition Wealth Management LLC logo Tradition Wealth Management LLC
High 88
2,107
24
32
Center for Financial Planning Inc logo Center for Financial Planning Inc
High 88
1,496
17
26
Seneca Financial Advisors LLC logo Seneca Financial Advisors LLC
High 88
353
4
19
Dock Street Asset Management Inc. logo Dock Street Asset Management Inc.
High 89
177
2
6
The Advisory Resource Group, LLC logo The Advisory Resource Group, LLC
High 89
709
8
13
Insight Financial Services logo Insight Financial Services
High 89
444
5
8
TCP Asset Management, LLC logo TCP Asset Management, LLC
High 89
2,221
25
43
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
FSB Premier Wealth Management, Inc. logo FSB Premier Wealth Management, Inc.
High 89
894
10
12
Rembert Pendleton Jackson
High 90
1,434
16
20
Kavar Capital Partners logo Kavar Capital Partners
High 90
449
5
6
Focused Alpha, LLC logo Focused Alpha, LLC
High 90
541
6
8
Probity Advisors, Inc. logo Probity Advisors, Inc.
High 91
543
6
9
Guidestone Advisors
High 91
2,087
23
34
Plan A Wealth, LLC logo Plan A Wealth, LLC
High 91
637
7
13
PR Wealth Management Group logo PR Wealth Management Group
High 91
456
5
5
Legacy Wealth Management, LLC logo Legacy Wealth Management, LLC
High 91
1,460
16
22
The Hoerner Planning Group, LLC
High 91
365
4
8
Windsor Capital Management, LLC logo Windsor Capital Management, LLC
High 92
458
5
8
Convergence Financial logo Convergence Financial
High 92
2,665
29
29
Tencap Wealth Coaching logo Tencap Wealth Coaching
High 92
736
8
8
MG&A Wealth logo MG&A Wealth
High 92
644
7
15
Biondo Investment Advisors LLC logo Biondo Investment Advisors LLC
High 92
1,108
12
17
Cahill Financial Advisors, Inc. logo Cahill Financial Advisors, Inc.
High 92
1,109
12
22
Prairie Wealth Advisors, Inc. logo Prairie Wealth Advisors, Inc.
High 93
370
4
7
West Branch Capital LLC logo West Branch Capital LLC
High 93
372
4
9
AGH Wealth Advisors, LLC logo AGH Wealth Advisors, LLC
High 93
465
5
6
Cora Capital Advisors logo Cora Capital Advisors
High 94
752
8
13
Terril & Company logo Terril & Company
High 94
471
5
16
Cyr Financial Inc. logo Cyr Financial Inc.
High 94
472
5
9
Forthright Wealth Management, LLC logo Forthright Wealth Management, LLC
High 95
567
6
10
Triton Wealth Management, PLLC logo Triton Wealth Management, PLLC
High 95
853
9
9
Integrated Financial Strategies, LLC logo Integrated Financial Strategies, LLC
High 95
474
5
5
Cortland Associates Inc logo Cortland Associates Inc
High 95
380
4
7
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Managed Asset Portfolios, LLC logo Managed Asset Portfolios, LLC
High 95
1,620
17
22
Basepoint Wealth, LLC logo Basepoint Wealth, LLC
High 96
1,242
13
24
Lantz Financial LLC logo Lantz Financial LLC
High 96
669
7
13
Christian Financial Advisors logo Christian Financial Advisors
High 96
479
5
9
Financial Insights Wealth Management logo Financial Insights Wealth Management
High 96
768
8
16
Lifelong Wealth Advisors, Inc. logo Lifelong Wealth Advisors, Inc.
High 96
865
9
12
Form Wealth Advisors, LLC logo Form Wealth Advisors, LLC
High 96
771
8
16
Sharkey Howes & Javer Inc logo Sharkey Howes & Javer Inc
High 96
868
9
14
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
Gettings Busch Wealth Management logo Gettings Busch Wealth Management
High 97
877
9
10
Pinnacle Financial Group LLC logo Pinnacle Financial Group LLC
High 98
390
4
7
Lakeridge Wealth Management LLC logo Lakeridge Wealth Management LLC
High 98
1,076
11
22
Affiance Financial LLC logo Affiance Financial LLC
High 98
1,178
12
25
Elevated Financial Group logo Elevated Financial Group
High 99
690
7
13
Legacy Wealth logo Legacy Wealth
High 99
493
5
14
Charter Oak Capital Management logo Charter Oak Capital Management
High 99
1,389
14
27
3Edge Asset Management, LP logo 3Edge Asset Management, LP
High 99
1,489
15
24
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
Allen Capital Group, LLC logo Allen Capital Group, LLC
High 100
2,189
22
38
Straight Path Wealth Management logo Straight Path Wealth Management
High 100
897
9
12
Lake Street logo Lake Street
High 100
598
6
9
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
Grey Ledge Advisors, LLC logo Grey Ledge Advisors, LLC
High 100
799
8
12
Pine Grove Financial Group logo Pine Grove Financial Group
High 100
1,404
14
24
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Townsend logo Townsend
High 101
1,514
15
30
Simplified Wealth Management logo Simplified Wealth Management
High 101
707
7
9
PCG Wealth Management logo PCG Wealth Management
High 101
1,819
18
24
Pinnacle Wealth Advisors
High 101
810
8
21
First Kentucky Securities Corporation logo First Kentucky Securities Corporation
High 101
1,521
15
19
Veridian Capital Partners logo Veridian Capital Partners
High 102
816
8
8
Auctus Advisors LLC logo Auctus Advisors LLC
High 102
204
2
3
Synergy Financial Partners, LLC logo Synergy Financial Partners, LLC
High 102
511
5
5
The Joseph Group Capital Management logo The Joseph Group Capital Management
High 102
818
8
25
Clayton Wealth Partners logo Clayton Wealth Partners
High 102
716
7
14
Global Wealth Strategies and Associates, LLC logo Global Wealth Strategies and Associates, LLC
High 102
921
9
10
MarsJewett Financial Group logo MarsJewett Financial Group
High 102
717
7
16
Trebuchet Consulting, LLC
High 103
410
4
7
Axius Advisors LLC
High 103
1,231
12
12
TSFG, LLC logo TSFG, LLC
High 103
1,337
13
19
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
Northwest Wealth Management, LLC logo Northwest Wealth Management, LLC
High 104
2,085
20
26
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
Rosemeyer Management Group logo Rosemeyer Management Group
High 105
1,154
11
23
CarsonAllaria Wealth Management, LTD. logo CarsonAllaria Wealth Management, LTD.
High 105
631
6
9
Torray Investment Partners LLC logo Torray Investment Partners LLC
High 105
526
5
10
Wealthspan Partners, LLC logo Wealthspan Partners, LLC
High 105
526
5
6
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
Wealthquest Corporation logo Wealthquest Corporation
High 106
1,583
15
42
Cozad Asset Management Inc logo Cozad Asset Management Inc
High 106
2,116
20
29
Purus Wealth Management, LLC logo Purus Wealth Management, LLC
High 106
635
6
12
Rightoak Asset Management, LLC logo Rightoak Asset Management, LLC
High 106
742
7
7
Affinity Capital Advisors LLC logo Affinity Capital Advisors LLC
High 106
531
5
11
Longview Wealth Management logo Longview Wealth Management
High 107
1,173
11
24
Sollinda Capital Management LLC logo Sollinda Capital Management LLC
High 107
1,710
16
20
Apeiron logo Apeiron
High 107
1,178
11
17
Payne Capital Management, LLC logo Payne Capital Management, LLC
High 107
964
9
17
Chicago Investment Advisory Group logo Chicago Investment Advisory Group
High 107
751
7
7
Fourthought Financial Partners, LLC. logo Fourthought Financial Partners, LLC.
High 108
970
9
20
Alliance Wealth Advisors, LLC logo Alliance Wealth Advisors, LLC
High 108
648
6
8
Oldfather Financial Services logo Oldfather Financial Services
High 109
435
4
6
Anchor Investment Management logo Anchor Investment Management
High 109
763
7
17
Steffes Financial, Ltd logo Steffes Financial, Ltd
High 109
218
2
4
CCM Investment Advisers, LLC logo CCM Investment Advisers, LLC
High 109
873
8
11
Collegiate Capital Management, Inc. logo Collegiate Capital Management, Inc.
Very High 110
438
4
8
Denver Wealth Management, Inc. logo Denver Wealth Management, Inc.
Very High 110
986
9
18
Investment Management Associates logo Investment Management Associates
Very High 110
329
3
6
Cornell Pochily Investment Advisors, Inc. logo Cornell Pochily Investment Advisors, Inc.
Very High 110
549
5
5
Peterson Wealth Services Inc. logo Peterson Wealth Services Inc.
Very High 111
445
4
6
Intellus Advisors, LLC logo Intellus Advisors, LLC
Very High 111
1,002
9
15
Meld Financial, Inc. logo Meld Financial, Inc.
Very High 111
1,114
10
15
Bridgeport Financial Solutions logo Bridgeport Financial Solutions
Very High 112
895
8
9
Altus Wealth Group, LLC logo Altus Wealth Group, LLC
Very High 112
785
7
7
Wealth Management Partners, LLC logo Wealth Management Partners, LLC
Very High 112
787
7
8
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 113
1,238
11
21
Spinnaker Investment Group, LLC logo Spinnaker Investment Group, LLC
Very High 113
902
8
11
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Greater Midwest Financial Group, LLC logo Greater Midwest Financial Group, LLC
Very High 113
678
6
13
RBF Wealth Advisors logo RBF Wealth Advisors
Very High 113
1,244
11
17
AdamsBrown Wealth Consultants LLC logo AdamsBrown Wealth Consultants LLC
Very High 114
1,818
16
22
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
LJI Wealth Management, LLC logo LJI Wealth Management, LLC
Very High 115
1,490
13
13
EPG Wealth Management LLC logo EPG Wealth Management LLC
Very High 116
1,156
10
14
Cascade Investment Group, Inc. logo Cascade Investment Group, Inc.
Very High 116
580
5
6
Roseman Wagner Wealth Management logo Roseman Wagner Wealth Management
Very High 116
580
5
8
Star Capital Inc. logo Star Capital Inc.
Very High 116
697
6
6
Strategy Financial Group logo Strategy Financial Group
Very High 117
1,051
9
20
Argent Advisors, Inc. logo Argent Advisors, Inc.
Very High 118
1,410
12
27
Antolino Wealth Advisors logo Antolino Wealth Advisors
Very High 118
944
8
28
Wealthcare Capital Partners, LLC logo Wealthcare Capital Partners, LLC
Very High 118
708
6
14
Caliber Wealth Management, LLC logo Caliber Wealth Management, LLC
Very High 119
1,668
14
24
Peak Planning Group, LLC logo Peak Planning Group, LLC
Very High 120
838
7
11
Ellenbecker Investment Group logo Ellenbecker Investment Group
Very High 120
2,277
19
51
Hughes Financial Services, LLC logo Hughes Financial Services, LLC
Very High 120
839
7
12
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Sprinkle Financial Consultants LLC
Very High 121
242
2
8
Winch Financial logo Winch Financial
Very High 122
851
7
18
Semper Augustus Investments Group LLC logo Semper Augustus Investments Group LLC
Very High 122
244
2
9
Liberty Square Wealth Partners LLC logo Liberty Square Wealth Partners LLC
Very High 124
620
5
6
Rubicon Advisors logo Rubicon Advisors
Very High 125
1,370
11
20
ISC Financial Advisors logo ISC Financial Advisors
Very High 126
1,262
10
17
WBI Investments, LLC logo WBI Investments, LLC
Very High 127
759
6
13
Patriot Investment Management Group Inc logo Patriot Investment Management Group Inc
Very High 127
1,518
12
25
Beacon Capital, LLC
Very High 127
633
5
5
Journey Retirement Planning and Investment Management, LLC logo Journey Retirement Planning and Investment Management, LLC
Very High 127
637
5
8
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Fourpath Capital Management, LLC logo Fourpath Capital Management, LLC
Very High 128
769
6
6
Alternative Investment Advisors, LLC logo Alternative Investment Advisors, LLC
Very High 129
1,418
11
15
Smedley Financial Services Inc logo Smedley Financial Services Inc
Very High 129
774
6
10
12 Th Street Asset Management logo 12 Th Street Asset Management
Very High 129
517
4
5
Commonwealth Financial Services logo Commonwealth Financial Services
Very High 130
2,216
17
26
Alliance Financial logo Alliance Financial
Very High 130
652
5
6
360 Financial logo 360 Financial
Very High 131
1,177
9
15
TRUE Private Wealth Advisors, LLC logo TRUE Private Wealth Advisors, LLC
Very High 131
1,576
12
22
Old Mission Investment Company, LLC logo Old Mission Investment Company, LLC
Very High 131
1,051
8
10
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
Check Capital Management Inc logo Check Capital Management Inc
Very High 132
1,192
9
12
Atwood Financial Planning LLC logo Atwood Financial Planning LLC
Very High 134
939
7
7
Summit Investment Advisory Services logo Summit Investment Advisory Services
Very High 134
1,075
8
11
Ballast Advisors, LLC logo Ballast Advisors, LLC
Very High 136
814
6
15
Lord and Richards logo Lord and Richards
Very High 136
1,228
9
18
J. L. Bainbridge & Co., Inc. logo J. L. Bainbridge & Co., Inc.
Very High 138
828
6
11
Rollins Financial Advisors, LLC logo Rollins Financial Advisors, LLC
Very High 140
982
7
14
Sutterfield Financial Group, Inc. logo Sutterfield Financial Group, Inc.
Very High 141
989
7
32
Aljian Capital Management logo Aljian Capital Management
Very High 143
428
3
3
Rothschild Wealth LLC logo Rothschild Wealth LLC
Very High 143
3,569
25
27
Iwealth logo Iwealth
Very High 143
714
5
14
Acorn Financial Advisory Services, Inc. logo Acorn Financial Advisory Services, Inc.
Very High 144
2,584
18
18
Lighthouse Wealth Strategies, LLC logo Lighthouse Wealth Strategies, LLC
Very High 144
866
6
13
Spectrum Financial Resources logo Spectrum Financial Resources
Very High 145
723
5
6
Stonebrook Private LLC logo Stonebrook Private LLC
Very High 146
582
4
11
Strategic Wealth Group logo Strategic Wealth Group
Very High 147
3,524
24
24
Keystone Financial Services, LLC logo Keystone Financial Services, LLC
Very High 147
1,028
7
11
Arbor Trust Wealth Advisors, LLC logo Arbor Trust Wealth Advisors, LLC
Very High 147
441
3
13
Total Investment Management, Inc. logo Total Investment Management, Inc.
Very High 148
1,184
8
12
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Westchester Capital Management Inc logo Westchester Capital Management Inc
Very High 148
445
3
7
Everest Financial Group logo Everest Financial Group
Very High 149
1,940
13
13
Financial Partners Group, Inc. logo Financial Partners Group, Inc.
Very High 152
1,213
8
9
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Hendricks Wealth and Estate Management logo Hendricks Wealth and Estate Management
Very High 152
913
6
7
Griffin Asset Management, LLC logo Griffin Asset Management, LLC
Very High 153
612
4
10
KPP Advisory Services LLC logo KPP Advisory Services LLC
Very High 154
3,995
26
36
SMI Advisory Services, LLC logo SMI Advisory Services, LLC
Very High 154
1,080
7
7
PSI Advisors, LLC logo PSI Advisors, LLC
Very High 155
1,704
11
22
Equity Wealth Partners, LLC logo Equity Wealth Partners, LLC
Very High 157
939
6
8
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
Financial Security Management, Inc
Very High 157
1,102
7
7
Independent Solutions Wealth Management, LLC logo Independent Solutions Wealth Management, LLC
Very High 158
4,265
27
30
Mid-American Wealth Advisory Group logo Mid-American Wealth Advisory Group
Very High 158
948
6
21
USAdvisors Wealth Management, LLC logo USAdvisors Wealth Management, LLC
Very High 158
1,901
12
15
Richards Merrill Wealth Management logo Richards Merrill Wealth Management
Very High 159
1,270
8
10
Woodley Farra logo Woodley Farra
Very High 159
1,591
10
14
Advisors Management Group Inc logo Advisors Management Group Inc
Very High 159
1,912
12
17
Zoe Financial, Inc. logo Zoe Financial, Inc.
Very High 161
1,608
10
45
Motley Fool Wealth Management, LLC logo Motley Fool Wealth Management, LLC
Very High 161
2,099
13
39
Westwind Capital logo Westwind Capital
Very High 162
972
6
10
Global Wealth Management Investment Advisory, Inc. logo Global Wealth Management Investment Advisory, Inc.
Very High 163
1,626
10
42
Aspire Capital Advisors LLC logo Aspire Capital Advisors LLC
Very High 163
1,956
12
22
Rogan & Associates logo Rogan & Associates
Very High 165
1,481
9
14
Harfst and Associates, Inc. logo Harfst and Associates, Inc.
Very High 166
499
3
8
LVM Capital Management Ltd logo LVM Capital Management Ltd
Very High 168
1,341
8
15
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
Nectarine logo Nectarine
Very High 169
3,210
19
32
Retirable logo Retirable
Very High 170
2,210
13
23
Robert L. Bender, Inc. dba Robert Bender & Associates logo Robert L. Bender, Inc. dba Robert Bender & Associates
Very High 171
341
2
5
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
Financial Designs Corporation logo Financial Designs Corporation
Very High 172
515
3
6
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
James T. Borello & Co. logo James T. Borello & Co.
Very High 175
700
4
4
SageGuard Financial Group, LLC logo SageGuard Financial Group, LLC
Very High 176
2,469
14
14
Teamwork Financial Advisors, LLC logo Teamwork Financial Advisors, LLC
Very High 177
2,480
14
30
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
Sanchez Wealth Management Group, LLC logo Sanchez Wealth Management Group, LLC
Very High 179
538
3
3
Legacy Financial Group logo Legacy Financial Group
Very High 181
1,450
8
18
Gaddis Premier Wealth Advisors LLC logo Gaddis Premier Wealth Advisors LLC
Very High 182
1,458
8
16
Financial Strategies Group, Inc logo Financial Strategies Group, Inc
Very High 183
1,281
7
27
Wealth Alliance Advisory Group, LLC logo Wealth Alliance Advisory Group, LLC
Very High 183
916
5
6
Orange Investment Advisors, Inc. logo Orange Investment Advisors, Inc.
Very High 187
1,307
7
18
Arkfeld Wealth Strategies, L.L.C. logo Arkfeld Wealth Strategies, L.L.C.
Very High 187
937
5
8
IBN Advisory Services, Inc.
Very High 188
1,503
8
8
Campbell Deegan Financial logo Campbell Deegan Financial
Very High 192
766
4
7
Strategic Wealth Partners, Ltd. logo Strategic Wealth Partners, Ltd.
Very High 192
3,646
19
24
Intergy Private Wealth, LLC logo Intergy Private Wealth, LLC
Very High 193
580
3
8
Googins Advisors, Inc. logo Googins Advisors, Inc.
Very High 195
778
4
8
Berkeley Capital Partners, LLC logo Berkeley Capital Partners, LLC
Very High 195
1,557
8
11
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
20
Focused Wealth Management, Inc. logo Focused Wealth Management, Inc.
Very High 197
2,163
11
19
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
Adk Wealth Advisory Group logo Adk Wealth Advisory Group
Very High 199
1,195
6
14
Cullinan Associates, Inc. logo Cullinan Associates, Inc.
Very High 200
599
3
17
Meeder Advisory Services, Inc. logo Meeder Advisory Services, Inc.
Very High 200
3,594
18
73
The Lloyd Advisory Group logo The Lloyd Advisory Group
Very High 200
1,202
6
13
Fermata Advisors logo Fermata Advisors
Very High 201
2,815
14
27
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
Mattern Wealth Management LLC logo Mattern Wealth Management LLC
Very High 202
605
3
5
Materetsky Financial Group logo Materetsky Financial Group
Very High 205
818
4
9
Hahn Financial Group logo Hahn Financial Group
Very High 205
1,846
9
16
Five Talents Financial Management Group LLC logo Five Talents Financial Management Group LLC
Very High 208
1,039
5
5
Vestia Personal Wealth Advisors logo Vestia Personal Wealth Advisors
Very High 209
3,970
19
31
Sweeney & Michel, LLC logo Sweeney & Michel, LLC
Very High 209
627
3
3
MBE Wealth Management, LLC logo MBE Wealth Management, LLC
Very High 211
2,536
12
18
Whitaker-Myers Wealth Managers, Ltd. logo Whitaker-Myers Wealth Managers, Ltd.
Very High 214
3,422
16
29
Cfci
Very High 216
1,078
5
22
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
SEM Wealth Management logo SEM Wealth Management
Very High 220
1,980
9
11
GR Financial Group, LLC logo GR Financial Group, LLC
Very High 221
1,548
7
10
Innovative Wealth Building LLC logo Innovative Wealth Building LLC
Very High 221
1,770
8
17
Nelson Securities,Inc. logo Nelson Securities,Inc.
Very High 224
2,016
9
15
Colonial River Wealth Management LLC logo Colonial River Wealth Management LLC
Very High 225
1,798
8
21
WestEnd Advisors, LLC logo WestEnd Advisors, LLC
Very High 225
4,050
18
29
Traynor Capital Management logo Traynor Capital Management
Very High 227
1,590
7
12
Elite Wealth Management, Inc. logo Elite Wealth Management, Inc.
Very High 233
465
2
5
Kelly Financial Services LLC logo Kelly Financial Services LLC
Very High 234
1,401
6
10
StraightLine logo StraightLine
Very High 236
2,358
10
11
Regency Investment Advisors Inc logo Regency Investment Advisors Inc
Very High 239
716
3
15
Richard Young Advisors logo Richard Young Advisors
Very High 243
1,940
8
16
M Financial Asset Management, Inc. logo M Financial Asset Management, Inc.
Very High 249
995
4
5
Iron Gate Global Advisors logo Iron Gate Global Advisors
Very High 251
1,760
7
7
The Life Group Financial Services logo The Life Group Financial Services
Very High 252
1,258
5
5
Parady Wealth Management
Very High 252
1,261
5
19
Rovin Capital logo Rovin Capital
Very High 260
520
2
14
Strategic Planning Group logo Strategic Planning Group
Very High 264
1,582
6
20
Weaver Consulting Group, LLC logo Weaver Consulting Group, LLC
Very High 271
1,085
4
7
Oasis Advisors
Very High 277
4,987
18
26
Reliant Wealth Planning, LLC logo Reliant Wealth Planning, LLC
Very High 283
1,700
6
13
SYCAMORE FINANCIAL GROUP logo SYCAMORE FINANCIAL GROUP
Very High 284
1,136
4
4
The Capital Advisory Group Advisory Services, LLC logo The Capital Advisory Group Advisory Services, LLC
Very High 285
1,424
5
7
Dynamic Financial Group logo Dynamic Financial Group
Very High 287
862
3
3
Castle Rock Wealth Management, LLC logo Castle Rock Wealth Management, LLC
Very High 289
2,024
7
7
FREC logo FREC
Very High 298
1,789
6
7
Lincoln Capital, LLC logo Lincoln Capital, LLC
Very High 303
1,210
4
9
Guardian Wealth Strategies, LLC logo Guardian Wealth Strategies, LLC
Very High 309
1,234
4
11
Aspire Growth Partners LLC logo Aspire Growth Partners LLC
Very High 313
939
3
5
Origin Investment Advisory LLC logo Origin Investment Advisory LLC
Very High 316
7,591
24
41
Rosel Wealth Management, LLC logo Rosel Wealth Management, LLC
Very High 317
317
1
4
Global Assets Advisory, LLC logo Global Assets Advisory, LLC
Very High 322
2,572
8
29
Bright Financial Advisors, Inc. logo Bright Financial Advisors, Inc.
Very High 332
663
2
12
Q3 Asset Management Corporation logo Q3 Asset Management Corporation
Very High 348
2,780
8
12
McMill CPA and Advisors logo McMill CPA and Advisors
Very High 348
5,574
16
50
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Allen Wealth Management, LLC logo Allen Wealth Management, LLC
Very High 366
1,099
3
7
Barnes Pettey Financial Advisors, LLC logo Barnes Pettey Financial Advisors, LLC
Very High 378
3,024
8
13
Compass Financial Group, INC logo Compass Financial Group, INC
Very High 382
2,675
7
13
Kozak & Tripp Private Asset Management, Inc. logo Kozak & Tripp Private Asset Management, Inc.
Very High 388
775
2
10
Alexander Labrurerie & Co., Inc. logo Alexander Labrurerie & Co., Inc.
Very High 395
1,184
3
6
Weber Asset Management, Inc. logo Weber Asset Management, Inc.
Very High 405
405
1
8
American Financial Advisors, LLC. logo American Financial Advisors, LLC.
Very High 408
816
2
6
NewSquare Capital, LLC logo NewSquare Capital, LLC
Very High 421
2,105
5
21
Abner Herrman & Brock, LLC logo Abner Herrman & Brock, LLC
Very High 450
2,251
5
13
Axos Invest, Inc logo Axos Invest, Inc
Very High 453
6,792
15
15
Granite Investment Partners, LLC logo Granite Investment Partners, LLC
Very High 462
462
1
20
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
Professional Financial Advisors, LLC logo Professional Financial Advisors, LLC
Very High 473
3,314
7
12
RPG Investment Advisory, LLC logo RPG Investment Advisory, LLC
Very High 477
953
2
9
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
Northwest Quadrant Wealth Management logo Northwest Quadrant Wealth Management
Very High 502
1,004
2
3
Financial Concepts logo Financial Concepts
Very High 504
2,518
5
19
Absolute Capital Management, LLC logo Absolute Capital Management, LLC
Very High 554
1,663
3
11
Main Street Retirement Planning, LLC logo Main Street Retirement Planning, LLC
Very High 563
1,688
3
3
Uniplan Investment Counsel, Inc. logo Uniplan Investment Counsel, Inc.
Very High 572
1,715
3
11
Minneapolis Portfolio Management Group, LLC logo Minneapolis Portfolio Management Group, LLC
Very High 577
1,732
3
9
Jazz Wealth Managers, Inc. logo Jazz Wealth Managers, Inc.
Very High 636
3,182
5
9
Talon LLC logo Talon LLC
Very High 640
1,921
3
22
Public Advisors LLC logo Public Advisors LLC
Very High 646
4,521
7
44
Atlas Capital Management Corp logo Atlas Capital Management Corp
Very High 652
3,261
5
9
Estabrook Capital Management LLC logo Estabrook Capital Management LLC
Very High 697
697
1
10
Retirement Management Systems logo Retirement Management Systems
Very High 758
3,032
4
11
R.T. Jones Capital Equities Management Inc. logo R.T. Jones Capital Equities Management Inc.
Very High 773
4,636
6
7
Washington Crossing Advisors LLC logo Washington Crossing Advisors LLC
Very High 788
3,152
4
10
Valicenti Advisory Services Inc logo Valicenti Advisory Services Inc
Very High 880
880
1
11
Cary Street Partners Asset Management logo Cary Street Partners Asset Management
Very High 902
1,804
2
49
Tom Johnson Investment Management, LLC logo Tom Johnson Investment Management, LLC
Very High 906
5,437
6
11
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