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

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