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