Clients per advisor for Team firms serving clients in Nevada

In Nevada, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 78 clients per advisor versus the national median of 61. This suggests that Nevada firms often operate with more scalable, process-driven models, allowing advisors to manage larger client loads efficiently. With 552 such firms in the state, clients may find a range of service styles, but the prevalence of higher client counts indicates many firms prioritize broader reach and standardized workflows over highly personalized engagement. This dynamic reflects a market leaning toward efficiency and accessibility in financial advice.

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	Very Low 1	8	8	8
Precise Investment Management, Inc.	Very Low 5	40	8	8
Colmina, LLC	Very Low 8	40	5	7
Kingsbridge Wealth Management, Inc.	Very Low 10	50	5	8
Quincy Wells Advisors, LLC	Very Low 11	245	23	23
7Two	Very Low 11	54	5	7
Investment Research Corp	Very Low 11	163	15	21
Q3 Advisors, LLC	Very Low 11	224	20	20
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Your IA, LLC	Very Low 12	188	16	19
Equity Advisors, LLC	Very Low 12	108	9	9
Curated Wealth Partners, LLC	Very Low 14	68	5	12
Vision Investment Advisors, LLC	Very Low 14	127	9	9
AMC Wealth Management, LLC	Very Low 14	101	7	7
MDX Wealth Management	Very Low 15	105	7	7
Coordinated Capital Securities, Inc.	Very Low 16	248	16	38
CSP Financial Group LLC	Very Low 16	312	20	20
MMA Asset Management LLC	Very Low 16	282	18	19
Papamarkou Wellner Perkin Advisors	Very Low 16	96	6	11
Bull Harbor Capital LLC.	Very Low 16	421	26	43
AWM Capital, LLC	Very Low 16	455	28	38
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Capital Synergy Partners	Very Low 17	331	20	21
McNally Financial Services Corporation	Very Low 18	142	8	29
Wealth More Enterprise, Inc.	Very Low 18	89	5	10
Ducere Wealth Management	Very Low 18	128	7	11
Best Life Infinity, LLC	Very Low 18	110	6	8
Altitude Capital Management LLC	Very Low 19	488	26	28
American Northwest Advisory Services L.L.C.	Very Low 19	95	5	6
The Advisory Group of San Francisco, LLC	Very Low 19	116	6	9
1834 Investment Advisors Co.	Very Low 19	369	19	45
Morling Financial Advisors, LLC	Very Low 20	333	17	21
LRI Investments	Very Low 20	477	24	35
FI3 Financial Advisors, LLC	Very Low 21	246	12	21
Your Choice Financial LLC	Very Low 21	126	6	6
PracticeCFO Investments	Very Low 21	211	10	32
Avisen Advisors, LLC	Very Low 21	191	9	9
Moss, Luse & Womble, LLC	Very Low 22	475	22	42
Savvi Financial LLC	Very Low 23	135	6	22
Summit Portfolio Management LLC	Very Low 23	113	5	5
Fort Point Capital Partners LLC	Very Low 23	431	19	32
Willis Johnson & Associates, Inc.	Very Low 23	578	25	41
Paradiem, LLC	Very Low 23	140	6	14
WestPark Capital, Inc.	Very Low 24	265	11	11
Laffer Tengler Investments, Inc.	Very Low 24	243	10	14
Signature Resources Capital Management, LLC	Very Low 24	366	15	15
Intercarolina Financial Services, Inc.	Very Low 25	271	11	14
SimplyRIA Advisor Network	Very Low 25	602	24	26
Cabin Advisors, LLC	Very Low 26	368	14	15
Feltl Advisors	Very Low 26	395	15	15
Fortitude Family Office	Very Low 27	356	13	28
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Oxler Private Wealth	Very Low 28	111	4	4
Peak Asset Management, LLC	Very Low 28	333	12	16
West Ridge Advisors	Very Low 28	361	13	13
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Blue Barn Wealth	Very Low 28	226	8	9
Hollencrest Capital Management	Very Low 29	461	16	19
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Argos Wealth Advisors LLC	Very Low 29	234	8	11
Intellectus Partners, LLC	Very Low 30	179	6	13
Blue Zone Wealth Advisors, LLC	Very Low 30	181	6	7
American Investors Company	Very Low 30	755	25	30
WaFd Wealth, Inc	Very Low 30	274	9	14
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
One Wealth Map, LLC	Very Low 32	223	7	10
Alaethes Wealth, LLC	Very Low 32	97	3	3
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
Manhattan West Asset Management, LLC	Very Low 33	331	10	36
Leading Edge Financial Planning LLC	Very Low 34	302	9	15
Weatherly Asset Management	Very Low 34	371	11	16
WEALTH MANAGEMENT Group	Very Low 34	170	5	7
AIRE Advisors, LLC	Very Low 34	340	10	10
Koss-Olinger Consulting, LLC.	Low 34	650	19	30
Benefit Financial Services Group	Low 34	861	25	31
Vance Wealth	Low 35	380	11	22
Peddock Capital Advisors, LLC	Low 35	173	5	6
The Putney Financial Group LLC	Low 35	212	6	8
Dark Horse Advisors LLC	Low 36	178	5	7
Centura Wealth Advisory	Low 36	574	16	64
Bedell Frazier Investment Counselling, LLC	Low 36	540	15	15
Vann Equity Management LLC	Low 36	180	5	5
The Investment House LLC	Low 36	288	8	11
Albion Financial Group	Low 36	722	20	31
Altfest Personal Wealth Management	Low 36	686	19	42
Econologics Financial Advisors	Low 36	291	8	18
Tribeca Financial, LLC	Low 37	219	6	6
Foundry Financial LLC	Low 37	184	5	8
Flagstar Advisors	Low 37	1,004	27	37
Arista Wealth Management, LLC	Low 38	377	10	16
Harold Dance Investments	Low 38	302	8	8
Fidelis Wealth Advisors	Low 38	191	5	5
Spectrum Asset Management Inc	Low 38	306	8	12
Avier Wealth Advisors	Low 39	583	15	20
Clark Asset Management, LLC	Low 39	275	7	9
DST Wealth Management LLC	Low 39	197	5	10
Riskbridge Advisors, LLC	Low 40	277	7	15
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Invicta Financial Group	Low 40	477	12	12
Vanguard Capital	Low 40	199	5	5
Fortress Private Ledger, LLC	Low 40	681	17	22
Everspire	Low 40	803	20	20
BCN Financial, Inc.	Low 40	322	8	8
Nasdaq Dorsey Wright	Low 40	806	20	25
Strait & Sound	Low 41	243	6	10
Intelligence Driven Advisers, LLC	Low 41	649	16	22
One Wealth Advisors, LLC	Low 41	406	10	13
Presidio Capital Management, LLC	Low 41	328	8	14
Chicago Capital Management Advisors, LLC	Low 41	616	15	20
Union Capital Company	Low 41	414	10	13
Balboa Wealth Partners, Inc.	Low 42	1,084	26	36
Clarus Wealth Advisors, LLC	Low 42	502	12	13
Christopher Weil & Co Inc	Low 42	503	12	16
Buckley Wealth	Low 42	210	5	6
Twin Peaks Wealth Advisors	Low 42	422	10	14
Mader & Shannon Wealth Management	Low 42	339	8	10
Stansberry Asset Management, LLC	Low 42	975	23	34
Activ8 Family Office LLC	Low 43	299	7	21
JGP Wealth Management, LLC	Low 43	771	18	23
Mosaic Wealth	Low 43	774	18	22
TRADEway	Low 44	611	14	36
Paragon Capital Management LLC	Low 44	350	8	10
Delta Investment Management, LLC	Low 44	1,099	25	25
Beaird Harris	Low 44	793	18	19
Alliance Advisory & Securities, LLC	Low 44	663	15	21
Stonemark Wealth Management	Low 44	398	9	12
Eubel Brady & Suttman	Low 44	755	17	34
Hohimer Wealth Management, LLC	Low 45	535	12	12
Kelsey Financial, LLC	Low 45	269	6	8
Sierra Summit Advisors LLC	Low 45	135	3	7
Andina Advisors	Low 45	632	14	31
RiverFront Investment Group, LLC	Low 46	1,185	26	46
The Retirement Solution LLC	Low 46	823	18	35
KTF Investments, LLC	Low 46	184	4	7
CorePath Wealth Partners LLC	Low 46	230	5	8
Heirloom Wealth Management LLC	Low 46	829	18	18
Treasure Coast Financial Planning, Inc.	Low 47	234	5	6
Corda Investment Management, LLC	Low 47	1,359	29	32
Total Clarity Wealth Management, Inc	Low 47	1,032	22	26
Catalina Capital Group, LLC	Low 47	188	4	4
Private Capital Management	Low 48	432	9	21
Future Capital Management Inc.	Low 48	338	7	11
Financial Enhancement Group	Low 48	1,257	26	26
Forthright Capital	Low 49	978	20	22
RB Capital Management, LLC	Low 49	636	13	16
Fiduciary Financial Group, LLC	Low 49	392	8	9
K2 Financial Inc.	Low 49	393	8	10
Signal Securities, Inc.	Low 49	1,137	23	35
Summit Wealth and Retirement Partners	Low 49	346	7	12
Sound Financial, LLC	Low 50	248	5	9
Horter Investment Management, LLC	Low 50	1,292	26	43
Ironwood Investment Counsel, LLC	Low 50	549	11	22
L. Roy Papp & Associates, LLP	Low 50	549	11	11
Cutler Investment Group	Low 50	949	19	24
The Investment Counsel Company	Low 50	401	8	11
The Institute	Low 50	803	16	22
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
Private Wealth Partners, LLC	Low 51	253	5	9
Oak Harvest Investment Services	Low 51	968	19	44
Gilbert & Cook, Inc.	Typical 52	879	17	32
Noesis Capital Management Corp	Typical 52	362	7	12
Harvest investment Services, LLC	Typical 52	1,500	29	38
Natural Investments	Typical 52	1,242	24	24
Evolve Private Wealth, LLC	Typical 52	679	13	17
Act Wealth Management, LLC	Typical 53	264	5	5
Keystone Private Wealth	Typical 53	531	10	11
Three Seasons Wealth	Typical 53	372	7	14
Avalon Capital Management	Typical 53	160	3	5
Monere Wealth Management, Inc.	Typical 54	485	9	10
LifeGoal Investments, LLC	Typical 54	270	5	5
Ashworth Wealth, LLC	Typical 54	270	5	5
Peterson Wealth Advisors, LLC	Typical 54	653	12	12
Financial Synergies	Typical 55	927	17	21
Investor FAN	Typical 55	874	16	18
CPC Advisors, LLC	Typical 55	934	17	29
LCM Capital Management Inc.	Typical 55	440	8	8
SMART Wealth, LLC	Typical 55	990	18	41
Alaska Wealth Advisors	Typical 55	660	12	23
Bts Asset Management, Inc.	Typical 55	443	8	13
Mission Creek Capital Partners, Inc.	Typical 55	499	9	14
Statheros Financial Solutions, Inc.	Typical 56	555	10	15
Gagnon Securities, LLC	Typical 56	1,058	19	19
Monarch Wealth Strategies	Typical 56	390	7	7
Watts Gwilliam & Company, LLC	Typical 56	503	9	9
Quantum Financial Planning Services, Inc.	Typical 56	790	14	19
The H Group, Inc.	Typical 57	735	13	15
Cascade Financial Partners, LLC	Typical 57	283	5	9
Oxbow Advisors, LLC	Typical 57	688	12	13
Knightsbridge Wealth Management	Typical 57	517	9	13
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Ar Asset Management, Inc.	Typical 58	115	2	4
Castle Coast Wealth, LLC	Typical 58	288	5	6
The Norden Group LLC	Typical 58	1,271	22	30
DAI Wealth, LLC	Typical 59	1,466	25	40
Cypress Wealth Services, LLC	Typical 59	825	14	21
City Center Advisors, LLC	Typical 59	413	7	7
Clearwater Capital Partners	Typical 59	889	15	23
CRUX Wealth Advisors	Typical 60	656	11	14
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
American Investment Services Inc	Typical 60	359	6	10
Main Street Research LLC	Typical 60	1,018	17	24
Trinity Portfolio Advisors, LLC	Typical 60	539	9	13
Coign Capital Advisors LLC	Typical 61	427	7	8
Net Worth Advisory Group, LLC	Typical 62	862	14	20
Dash Investments	Typical 62	432	7	9
Oliver Luxxe Assets LLC	Typical 62	432	7	9
CLG LLC	Typical 62	1,434	23	35
Personal CFO Solutions LLC	Typical 62	624	10	18
Whitwell Advisors	Typical 62	312	5	9
Richmond Investment Services LLC	Typical 63	877	14	14
Lake Tahoe Wealth Management, Inc.	Typical 63	314	5	5
Liberty Wealth Management, LLC	Typical 63	1,510	24	43
Insight Wealth Strategies, LLC	Typical 63	567	9	12
Abundo Wealth	Typical 63	695	11	13
Bangerter Financial Services, Inc.	Typical 63	317	5	5
Arcus Capital Partners, LLC	Typical 64	447	7	15
Decker Retirement Planning Inc.	Typical 64	767	12	23
Warren Street Wealth Advisors, LLC	Typical 64	449	7	10
WESCAP Group	Typical 64	321	5	13
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Falcon Wealth Planning, Inc.	Typical 64	1,478	23	40
Blueprint Financial Advisors	Typical 65	1,883	29	35
Diamond Wealth Management, LLC	Typical 65	391	6	6
Abound Wealth Management, LLC	Typical 65	914	14	41
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Br Wealth Management	Typical 66	328	5	7
Financial Management Network Inc	Typical 66	1,379	21	50
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Caldwell Sutter Capital, Inc.	Typical 66	528	8	17
Access Financial Resources Inc.	Typical 66	464	7	9
Dixon Financial Services	Typical 66	332	5	5
Strategy Asset Managers L.L.C.	Typical 66	598	9	10
Destiny Wealth Partners, LLC	Typical 67	999	15	26
Fortem Financial Group, LLC	Typical 67	333	5	10
Drive Wealth Advisers	Typical 67	1,073	16	17
Prosperitas Financial, LLC	Typical 67	1,745	26	33
Whelan Financial	Typical 67	470	7	9
HCM Wealth	Typical 67	269	4	7
Atlas Private Wealth Advisors	Typical 67	1,211	18	29
New Millennium Group	Typical 68	881	13	18
First Pacific Financial, Inc.	Typical 68	1,291	19	33
Kinetic Investment Management, Inc.	Typical 69	1,453	21	31
Mission Financial Group, LLC	Typical 69	346	5	6
California Capital Management	Typical 69	347	5	12
Hillcrest Financial Group	Typical 69	347	5	8
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Telos Capital Management, Inc.	Typical 71	924	13	19
Integrity Financial Corporation	Typical 71	1,209	17	21
Guardian Financial Partners, LLC	Typical 71	427	6	6
JSF Financial, LLC	Typical 72	791	11	27
Elevage Partners, LLC	Typical 73	365	5	8
FEFA Financial	Typical 73	1,679	23	27
Lazari Capital Management, Inc.	Typical 73	731	10	14
MA Private Wealth, LLC	Typical 73	366	5	7
Arlington Financial Advisors, LLC	High 74	595	8	16
SLOY, DAHL & HOLST, LLC	High 75	448	6	6
Dentist Advisors	High 75	752	10	24
Continental Investors Services, Inc.	High 75	602	8	14
Proxy Wealth Advisors LLC	High 76	605	8	25
American Money Management, LLC	High 76	832	11	13
Cadinha & Co LLC	High 76	606	8	19
Core Wealth Partners LLC	High 76	380	5	5
Concentrum Wealth Management	High 76	381	5	7
Selective Wealth Management, Inc.	High 76	688	9	9
WealthPlan Investment Management LLC	High 77	2,068	27	34
Black Card Circle	High 77	460	6	7
National Wealth Management Group, LLC	High 77	1,308	17	18
J.J. Burns & Company	High 77	617	8	17
Cookson Peirce Wealth Management	High 77	1,544	20	29
Whalen Financial	High 78	391	5	10
Everhart Advisors	High 78	2,268	29	59
Osborne Partners	High 78	704	9	18
Cassady Wealth & Retirement Planning L.L.C.	High 78	392	5	5
Century Management Financial Advisors	High 79	707	9	16
Mirador Capital Partners	High 79	629	8	15
Alpha Wealth Management And Planning LLC	High 79	473	6	8
Bulman Wealth Group	High 79	555	7	15
Mountain Capital Investment Advisors Inc	High 79	1,191	15	17
Rebalance LLC	High 80	636	8	17
Mason & Associates, Inc.	High 80	637	8	8
FLC Capital Advisors	High 80	320	4	9
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Vantage Point Wealth Management	High 81	1,219	15	15
Refined Wealth Management	High 82	408	5	5
Fortitude Financial LLC	High 82	408	5	8
Apriem Advisors	High 82	1,062	13	17
Cornerstone Wealth	High 82	2,373	29	50
Confidence Wealth Management, Inc.	High 82	737	9	19
Boldin Advisors	High 82	821	10	15
BCG Securities, inc.	High 82	2,060	25	55
Miramontes Capital, LLC	High 83	744	9	15
Wellesley Asset Management, Inc.	High 83	1,246	15	30
RVW Wealth LLC	High 83	834	10	11
Regatta Capital Group, LLC	High 84	1,088	13	18
Aurora Private Wealth, INC.	High 84	1,508	18	25
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Navalign, LLC	High 85	680	8	10
Phillips and Company Advisors LLC	High 85	1,110	13	19
Prosperity Financial Group, Inc.	High 85	598	7	10
Epsilon Financial Group, Inc.	High 86	428	5	8
SkyOak Wealth	High 86	428	5	7
Frisch Financial Group, Inc.	High 86	601	7	18
Andrew Garrett Inc.	High 86	1,118	13	14
Stack Financial Management Inc	High 87	779	9	14
DLK Investment Management	High 87	433	5	5
Van Hulzen Financial Advisors	High 87	1,389	16	21
Tactive Advisors, LLC	High 87	1,564	18	18
WT Wealth Management, LLC	High 87	1,133	13	16
Bradford Financial Center	High 87	699	8	26
GK Wealth Management LLC	High 88	525	6	6
My Prosper Team	High 88	438	5	5
SFE Investment Counsel Inc.	High 88	877	10	14
Tradition Wealth Management LLC	High 88	2,107	24	32
Sackett Wealth Advisors, Inc.	High 88	440	5	5
Pinkerton Wealth Partners	High 88	1,233	14	49
Stewardship Advisory Group, LLC	High 88	530	6	17
Blakeslee & Blakeslee Financial Advisers Inc.	High 89	797	9	9
Integral Wealth Management	High 89	444	5	7
TCP Asset Management, LLC	High 89	2,221	25	43
AssetBuilder, Inc.	High 89	714	8	11
Empire Financial Management Company, LLC	High 89	982	11	12
Cornerstone Advisory	High 90	808	9	19
Focused Alpha, LLC	High 90	541	6	8
Eagle Wealth Management Group Inc.	High 90	452	5	8
Guidestone Advisors	High 91	2,087	23	34
PR Wealth Management Group	High 91	456	5	5
United Asset Strategies Inc.	High 91	1,553	17	33
Bay Colony Advisors	High 91	2,650	29	36
Windsor Capital Management, LLC	High 92	458	5	8
Tencap Wealth Coaching	High 92	736	8	8
NOVA FINANCIAL SERVICES	High 92	738	8	10
Gradient Capital Advisors, LLC	High 92	462	5	7
HCR Wealth Advisors	High 94	937	10	20
Truvestments Capital LLC	High 94	1,316	14	17
Triton Wealth Management, PLLC	High 95	853	9	9
RIA Advisors	High 95	1,235	13	16
Managed Asset Portfolios, LLC	High 95	1,620	17	22
Lebenthal Global Advisors, LLC	High 95	2,385	25	30
Preferred Retirement Options, Inc	High 96	480	5	5
Palisade Investments, LLC	High 96	578	6	8
Freedom Investment Management, Inc.	High 97	485	5	9
Premier Wealth Advisors, LLC	High 98	490	5	6
L & S Advisors, Inc	High 98	981	10	15
Affiance Financial LLC	High 98	1,178	12	25
Bauman Wealth Advisors	High 98	491	5	19
Armstrong Advisory Group Inc.	High 99	1,489	15	22
3Edge Asset Management, LP	High 99	1,489	15	24
EQ Wealth Advisors	High 99	298	3	6
ALTA Capital Management LLC	High 99	1,193	12	19
Allen Capital Group, LLC	High 100	2,189	22	38
Lake Street	High 100	598	6	9
Young Richard C & Co Ltd	High 100	798	8	14
Creekmur Asset Management, LLC	High 100	1,897	19	36
Landaas & Company	High 100	1,800	18	27
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Townsend	High 101	1,514	15	30
Manchester Financial Inc	High 102	1,018	10	19
Inspirion Wealth Advisors, LLC	High 102	920	9	12
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Fortis Group Advisors LLC	High 103	2,566	25	29
TSFG, LLC	High 103	1,337	13	19
Willow Creek Wealth Management, Inc.	High 103	1,029	10	23
Moment Partners, LLC	High 103	412	4	8
AdviceOne Advisory Services, LLC	High 104	1,449	14	56
Teton Wealth Group LLC	High 104	828	8	24
SLP Wealth	High 104	1,657	16	23
Galvin, Gaustad & Stein, LLC	High 104	831	8	17
SyntheticFi LLC	High 104	624	6	10
WealthPLAN Partners	High 105	1,677	16	56
Bill Few Associates, Inc.	High 106	2,954	28	31
Purus Wealth Management, LLC	High 106	635	6	12
Vantage Wealth Management, LLC	High 106	635	6	9
Northwest Financial Advisors LLC	High 106	1,908	18	37
Affinity Capital Advisors LLC	High 106	531	5	11
Fourthought Financial Partners, LLC.	High 108	970	9	20
California Financial Advisors	High 108	1,517	14	14
Compak Asset Management	High 108	1,734	16	20
Lodestar Private Asset Management LLC	High 109	544	5	7
WWM Financial	High 109	545	5	9
CCM Investment Advisers, LLC	High 109	873	8	11
Alteri Wealth	High 109	328	3	7
Albitz/Miloe and Associates, Inc.	Very High 110	657	6	6
Denver Wealth Management, Inc.	Very High 110	986	9	18
Intellus Advisors, LLC	Very High 111	1,002	9	15
Markowski Investments	Very High 112	1,227	11	11
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Towerpoint Wealth, LLC	Very High 112	561	5	9
Oak Lane Advisors	Very High 112	898	8	12
Wealth Management Partners, LLC	Very High 112	787	7	8
Navellier & Associates Inc	Very High 113	1,238	11	21
Spinnaker Investment Group, LLC	Very High 113	902	8	11
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Lone Peak Advisers	Very High 113	905	8	8
Howard Bailey Securities, LLC	Very High 113	1,700	15	46
Sittner & Nelson, LLC	Very High 114	455	4	6
West Invest	Very High 114	684	6	9
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Dedora Capital, Inc.	Very High 115	460	4	12
WNY Asset Management, LLC	Very High 116	3,234	28	35
De Groote Financial Group, LLC	Very High 116	347	3	9
Roseman Wagner Wealth Management	Very High 116	580	5	8
Strategy Financial Group	Very High 117	1,051	9	20
Headwater Investment Consulting,Inc.	Very High 118	588	5	7
Stenger Family Office, LLC	Very High 119	833	7	10
Suncoast Equity Management, LLC	Very High 120	838	7	12
Leonard Rickey Investment Advisors, P.L.L.C.	Very High 120	1,078	9	19
Westside Investment Management, LLC	Very High 120	839	7	14
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Eclectic Associates, Inc.	Very High 121	1,207	10	17
Tidemark, LLC	Very High 121	849	7	12
Semper Augustus Investments Group LLC	Very High 122	244	2	9
AMI Asset Management Corp	Very High 124	1,113	9	13
Rubicon Advisors	Very High 125	1,370	11	20
Paulson Wealth Management Inc.	Very High 126	379	3	11
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Synergy Asset Management, LLC	Very High 128	1,153	9	14
Silicon Valley Capital Partners, L.P.	Very High 128	513	4	8
Smedley Financial Services Inc	Very High 129	774	6	10
Hendershot Investments, Inc.	Very High 129	516	4	6
12 Th Street Asset Management	Very High 129	517	4	5
CRA Financial Services, L.L.C.	Very High 130	1,299	10	14
Parkshore Wealth Management	Very High 131	522	4	10
Beacon Financial Group	Very High 132	1,052	8	18
Measured Risk Portfolios	Very High 132	793	6	13
Driven Investments LLC	Very High 132	1,192	9	9
Check Capital Management Inc	Very High 132	1,192	9	12
American Financial Advisors Inc	Very High 133	799	6	8
Greenberg Financial Group	Very High 133	800	6	10
Werba Rubin Papier Wealth Management, LLC	Very High 134	670	5	18
Planned Solutions, Inc.	Very High 138	827	6	11
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Aljian Capital Management	Very High 143	428	3	3
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
Walsh & Associates, LLC	Very High 145	1,307	9	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Deltec Asset Management LLC	Very High 148	148	1	15
Hamilton Wealth, LLC	Very High 149	447	3	4
Matrix Asset Advisors Inc	Very High 152	607	4	12
SMI Advisory Services, LLC	Very High 154	1,080	7	7
IAG Wealth Partners, LLC	Very High 156	2,339	15	15
Triumph Capital Management	Very High 157	2,193	14	18
Sandhill Investment Management	Very High 157	2,044	13	22
Financial Security Management, Inc	Very High 157	1,102	7	7
Independent Solutions Wealth Management, LLC	Very High 158	4,265	27	30
C2 Private Wealth	Very High 158	2,056	13	16
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Woodley Farra	Very High 159	1,591	10	14
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Jeppson Wealth Management, LLC	Very High 163	975	6	7
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Valley Wealth Strategies, LLC	Very High 165	3,966	24	59
O'Donnell Financial Services, LLC	Very High 166	995	6	12
Martel Wealth Advisors, LLC	Very High 166	998	6	13
Harfst and Associates, Inc.	Very High 166	499	3	8
Cross Financial Advisors	Very High 166	1,831	11	12
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Robert L. Bender, Inc. dba Robert Bender & Associates	Very High 171	341	2	5
Financial Designs Corporation	Very High 172	515	3	6
American Wealth Management	Very High 175	873	5	9
Retirement Investment Advisors Inc	Very High 175	1,399	8	15
Scarborough Capital Management	Very High 178	2,664	15	23
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Financial Strategies Group, Inc	Very High 183	1,281	7	27
Capital Planning Advisors LLC	Very High 186	371	2	10
Ascend Investment Partners	Very High 186	931	5	8
Lipe & Dalton Investment Counsel	Very High 188	376	2	2
Safeguard Investment Advisory Group, LLC	Very High 192	1,726	9	25
Andrews, Lucia Wealth Management LLC	Very High 192	192	1	1
KWB Wealth	Very High 194	1,935	10	10
The Pacific Center For Financial Services	Very High 195	781	4	4
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Ignite Planners LLC	Very High 200	4,605	23	36
Fermata Advisors	Very High 201	2,815	14	27
Materetsky Financial Group	Very High 205	818	4	9
Hahn Financial Group	Very High 205	1,846	9	16
Titan Retirement Advisors LLC	Very High 208	208	1	2
Riley Friedman Asset Management	Very High 208	208	1	2
Sweeney & Michel, LLC	Very High 209	627	3	3
West Wealth Group, LLC	Very High 210	2,736	13	35
North Star Investment Management Corporation	Very High 211	2,536	12	26
McIlrath & Eck, LLC	Very High 215	1,287	6	19
Johnson Brunetti	Very High 216	6,038	28	64
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Chatterton & Associates	Very High 220	1,542	7	31
GR Financial Group, LLC	Very High 221	1,548	7	10
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Prudent Investors	Very High 223	670	3	8
Nelson Securities,Inc.	Very High 224	2,016	9	15
Stanley-Laman Group Ltd.	Very High 225	225	1	24
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Traynor Capital Management	Very High 227	1,590	7	12
CGC Financial Services	Very High 228	1,140	5	13
Schnieders Capital Management, LLC.	Very High 230	459	2	8
StraightLine	Very High 236	2,358	10	11
Regency Investment Advisors Inc	Very High 239	716	3	15
Channel Wealth, LLC	Very High 247	1,974	8	17
Tamar Securities, LLC	Very High 247	4,198	17	22
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Iron Gate Global Advisors	Very High 251	1,760	7	7
Diligent Investors, LLC	Very High 254	761	3	3
Rovin Capital	Very High 260	520	2	14
Strategic Planning Group	Very High 264	1,582	6	20
BW & Associates, Inc.	Very High 265	529	2	5
Weaver Consulting Group, LLC	Very High 271	1,085	4	7
Navigate Private Wealth, LLC	Very High 276	1,929	7	11
Oasis Advisors	Very High 277	4,987	18	26
Castle Rock Wealth Management, LLC	Very High 289	2,024	7	7
Financial Network Wealth Advisors LLC	Very High 294	1,764	6	6
FREC	Very High 298	1,789	6	7
Financial Management Strategies, Inc.	Very High 309	1,852	6	23
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
N.E.W. Advisory Services, LLC	Very High 346	4,842	14	23
Q3 Asset Management Corporation	Very High 348	2,780	8	12
McMill CPA and Advisors	Very High 348	5,574	16	50
Cardiff Park Advisors	Very High 358	358	1	6
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
American Financial Advisors, LLC.	Very High 408	816	2	6
Wilsey Asset Management Incorporated	Very High 422	844	2	9
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Rudney Associates	Very High 450	450	1	2
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Miller Tabak Asset Management	Very High 468	936	2	9
RPG Investment Advisory, LLC	Very High 477	953	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
NBC Capital Advisors	Very High 546	2,183	4	5
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Talon LLC	Very High 640	1,921	3	22
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Public Advisors LLC	Very High 646	4,521	7	44
Estabrook Capital Management LLC	Very High 697	697	1	10
RSW Investments	Very High 706	1,412	2	10
Retirement Management Systems	Very High 758	3,032	4	11
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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