Clients per advisor for Team firms serving clients in Utah

In Utah, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the typical national pattern. With 420 firms operating in the state, the median number of clients per advisor is 74, notably above the national median of 61 for similar-sized teams. This suggests that Utah’s team firms often employ more scalable and process-driven models, allowing advisors to manage larger client bases efficiently. Clients seeking more personalized attention might find fewer options here, as many firms appear structured to balance broader reach with streamlined service delivery. This dynamic reflects Utah’s evolving advisory landscape, where efficiency and scalability are prominent.

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
Estabrook Capital Management LLC	Very High 697	697	1	10
Atlas Capital Management Corp	Very High 652	3,261	5	9
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
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Mariner	Very High 505	3,537	7	13
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
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
Wilsey Asset Management Incorporated	Very High 422	844	2	9
American Financial Advisors, LLC.	Very High 408	816	2	6
Kozak & Tripp Private Asset Management, Inc.	Very High 388	775	2	10
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Q3 Asset Management Corporation	Very High 348	2,780	8	12
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
Patten and Patten, Inc.	Very High 280	841	3	13
Oasis Advisors	Very High 277	4,987	18	26
Navigate Private Wealth, LLC	Very High 276	1,929	7	11
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
Tamar Securities, LLC	Very High 247	4,198	17	22
Front Street Capital Management, Inc.	Very High 237	1,185	5	6
StraightLine	Very High 236	2,358	10	11
Traynor Capital Management	Very High 227	1,590	7	12
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Colonial River Wealth Management LLC	Very High 225	1,798	8	21
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
SEM Wealth Management	Very High 220	1,980	9	11
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
North Star Investment Management Corporation	Very High 211	2,536	12	26
West Wealth Group, LLC	Very High 210	2,736	13	35
Vestia Personal Wealth Advisors	Very High 209	3,970	19	31
Paul Winkler, Inc.	Very High 202	2,419	12	22
Fermata Advisors	Very High 201	2,815	14	27
Ignite Planners LLC	Very High 200	4,605	23	36
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Asset Dedication, LLC	Very High 199	1,986	10	10
The Pacific Center For Financial Services	Very High 195	781	4	4
KWB Wealth	Very High 194	1,935	10	10
Intergy Private Wealth, LLC	Very High 193	580	3	8
Safeguard Investment Advisory Group, LLC	Very High 192	1,726	9	25
Ascend Investment Partners	Very High 186	931	5	8
Grandfield & Dodd, LLC	Very High 186	742	4	16
Mcrae Capital Management Inc.	Very High 184	736	4	8
Scarborough Capital Management	Very High 178	2,664	15	23
Integrated Capital Management, Inc.	Very High 176	882	5	7
James T. Borello & Co.	Very High 175	700	4	4
American Wealth Management	Very High 175	873	5	9
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
Valley Wealth Strategies, LLC	Very High 165	3,966	24	59
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
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
IAG Wealth Partners, LLC	Very High 156	2,339	15	15
Matrix Asset Advisors Inc	Very High 152	607	4	12
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
Drucker Wealth	Very High 144	721	5	12
Maple Capital Management, Inc.	Very High 142	1,563	11	27
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
Smedley Financial Services Inc	Very High 129	774	6	10
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Journey Retirement Planning and Investment Management, LLC	Very High 127	637	5	8
WBI Investments, LLC	Very High 127	759	6	13
HRC Wealth Management, LLC	Very High 125	878	7	8
Rubicon Advisors	Very High 125	1,370	11	20
YCG, LLC	Very High 124	247	2	9
Openair Financial, LLC	Very High 123	860	7	7
Physician Wealth Advisors, Inc.	Very High 121	1,088	9	15
Eclectic Associates, Inc.	Very High 121	1,207	10	17
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Leonard Rickey Investment Advisors, P.L.L.C.	Very High 120	1,078	9	19
Stenger Family Office, LLC	Very High 119	833	7	10
Paul R. Ried Financial Group, LLC	Very High 118	1,059	9	12
Strategy Financial Group	Very High 117	1,051	9	20
Roseman Wagner Wealth Management	Very High 116	580	5	8
Terra Wealth	Very High 114	572	5	13
Ashton Thomas Securities, LLC	Very High 114	2,281	20	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
Altus Wealth Group, LLC	Very High 112	785	7	7
Bridgeport Financial Solutions	Very High 112	895	8	9
Tandem Financial, LLC	Very High 112	447	4	6
Markowski Investments	Very High 112	1,227	11	11
Magnus Financial Group LLC	Very High 111	1,114	10	24
Peterson Wealth Services Inc.	Very High 111	445	4	6
WWM Financial	High 109	545	5	9
California Financial Advisors	High 108	1,517	14	14
Northwest Financial Advisors LLC	High 106	1,908	18	37
Purus Wealth Management, LLC	High 106	635	6	12
Cozad Asset Management Inc	High 106	2,116	20	29
Bill Few Associates, Inc.	High 106	2,954	28	31
Freedom Day Solutions, LLC	High 105	421	4	8
SLP Wealth	High 104	1,657	16	23
Teton Wealth Group LLC	High 104	828	8	24
M2 Financial LLC	High 103	514	5	9
Shadowridge Asset Management, LLC	High 102	614	6	9
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Inspirion Wealth Advisors, LLC	High 102	920	9	12
Trinity Strategic Wealth	High 102	1,735	17	27
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
Arbor Capital Management Inc	High 100	601	6	7
Young Richard C & Co Ltd	High 100	798	8	14
ALTA Capital Management LLC	High 99	1,193	12	19
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Bauman Wealth Advisors	High 98	491	5	19
Freedom Investment Management, Inc.	High 97	485	5	9
Preferred Retirement Options, Inc	High 96	480	5	5
Carrera Capital Advisors	High 96	957	10	13
RIA Advisors	High 95	1,235	13	16
Absher Wealth Management, LLC	High 95	665	7	9
Triton Wealth Management, PLLC	High 95	853	9	9
Cyr Financial Inc.	High 94	472	5	9
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
Convergence Financial	High 92	2,665	29	29
Windsor Capital Management, LLC	High 92	458	5	8
Bay Colony Advisors	High 91	2,650	29	36
Shepherd Financial Partners, LLC	High 91	730	8	24
Guidestone Advisors	High 91	2,087	23	34
FPL Capital Management, LLC	High 89	268	3	5
RDA Financial network	High 89	1,514	17	17
Pinkerton Wealth Partners	High 88	1,233	14	49
ELE Advisory Services, Inc	High 88	1,143	13	13
Sand Creek Capital, LLC	High 88	439	5	5
Curran Financial Partners, LLC	High 88	1,314	15	30
My Prosper Team	High 88	438	5	5
Berkshire Money Management, Inc.	High 88	875	10	22
WT Wealth Management, LLC	High 87	1,133	13	16
Aegis Wealth Management, Inc.	High 87	2,350	27	27
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
Vickerman Investment Advisors, Inc.	High 86	428	5	7
Alliance Wealth Advisors, LLC	High 86	770	9	19
Phillips and Company Advisors LLC	High 85	1,110	13	19
Kuhn Advisors, Inc.	High 85	256	3	8
Three Arch Wealth Management LLC	High 85	256	3	5
Research Financial Strategies	High 85	511	6	10
Navalign, LLC	High 85	680	8	10
Romano Brothers And Company	High 85	934	11	16
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
TrueNorth Wealth	High 84	843	10	19
Regatta Capital Group, LLC	High 84	1,088	13	18
Oath Planning, LLC	High 84	502	6	8
Smithbridge Asset Management, Inc.	High 83	500	6	12
Wellesley Asset Management, Inc.	High 83	1,246	15	30
TFB Advisors, LLC	High 83	1,326	16	23
Cornerstone Wealth	High 82	2,373	29	50
Refined Wealth Management	High 82	408	5	5
Paradigm Investment Advisory, LLC	High 81	644	8	8
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Astra Wealth Management Group	High 80	964	12	17
FLC Capital Advisors	High 80	320	4	9
Mountain Capital Investment Advisors Inc	High 79	1,191	15	17
Century Management Financial Advisors	High 79	707	9	16
NPF Investment Advisors	High 78	938	12	18
FSA Wealth Partners	High 78	698	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
National Wealth Management Group, LLC	High 77	1,308	17	18
Tempus Wealth Planning, LLC	High 76	683	9	9
Cadinha & Co LLC	High 76	606	8	19
Continental Investors Services, Inc.	High 75	602	8	14
Dentist Advisors	High 75	752	10	24
Helmstar Wealth Management	High 75	523	7	12
BetterWealth LLC	High 75	373	5	6
Hunter Associates LLC	High 75	1,193	16	16
Mills Wealth Advisors, LLC	High 74	446	6	8
A & I Wealth Management	High 74	518	7	9
Compass Wealth Management LLC	High 73	367	5	5
Elevage Partners, LLC	Typical 73	365	5	8
FEFA Financial	Typical 73	1,679	23	27
Family Investment Center	Typical 73	873	12	20
JPL Wealth Management, LLC	Typical 72	289	4	6
Motiv8 Investments LLC	Typical 72	720	10	21
Plan Group Financial, INC.	Typical 72	1,221	17	29
Rothschild Investment LLC	Typical 70	1,191	17	39
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Matrix Private Capital Group	Typical 69	208	3	8
Kinetic Investment Management, Inc.	Typical 69	1,453	21	31
Madrona Financial & CPAs	Typical 69	689	10	18
Asset One Wealth Management, LLC	Typical 69	1,170	17	19
ABLE Financial Group, LLC	Typical 68	613	9	14
LPG Capital Management	Typical 68	340	5	5
First Pacific Financial, Inc.	Typical 68	1,291	19	33
New Millennium Group	Typical 68	881	13	18
BOS Asset Management, LLC	Typical 67	538	8	11
Prosperitas Financial, LLC	Typical 67	1,745	26	33
Drive Wealth Advisers	Typical 67	1,073	16	17
HORAN Wealth, LLC	Typical 67	1,408	21	32
Destiny Wealth Partners, LLC	Typical 67	999	15	26
Fortem Financial Group, LLC	Typical 67	333	5	10
Strategy Asset Managers L.L.C.	Typical 66	598	9	10
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Financial Management Network Inc	Typical 66	1,379	21	50
Soulence Wealth Management	Typical 66	393	6	6
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
Insight Folios	Typical 65	1,228	19	19
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
Ethos Financial Group, LLC	Typical 63	1,709	27	38
Abundo Wealth	Typical 63	695	11	13
RW Investment Management LLC	Typical 63	758	12	20
Insight Wealth Strategies, LLC	Typical 63	567	9	12
Liberty Wealth Management, LLC	Typical 63	1,510	24	43
Financial Advisors Network, Inc.	Typical 63	816	13	22
Richmond Investment Services LLC	Typical 63	877	14	14
Personal CFO Solutions LLC	Typical 62	624	10	18
CLG LLC	Typical 62	1,434	23	35
Winebrenner Capital Management LLC	Typical 62	436	7	9
Victrix Investment Advisors	Typical 62	435	7	7
McDermott Investment Advisors, LLC	Typical 62	618	10	10
Dash Investments	Typical 62	432	7	9
Net Worth Advisory Group, LLC	Typical 62	862	14	20
Coign Capital Advisors LLC	Typical 61	427	7	8
Main Street Research LLC	Typical 60	1,018	17	24
Transcend Capital Advisors, LLC	Typical 60	1,073	18	39
Canopy Wealth Management	Typical 59	592	10	13
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
Aptus Financial, LLC	Typical 58	634	11	11
Adams Wealth Advisors	Typical 58	691	12	18
Jacobsen Capital Management	Typical 58	115	2	4
YHB Investment Advisors Inc	Typical 57	1,092	19	30
Oxbow Advisors, LLC	Typical 57	688	12	13
Wealth Management CPAs, LLC	Typical 56	395	7	11
Sovereign Financial Group, Inc.	Typical 56	1,288	23	31
Watts Gwilliam & Company, LLC	Typical 56	503	9	9
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Rademacher Financial, Inc.	Typical 55	330	6	6
Alaska Wealth Advisors	Typical 55	660	12	23
Investor FAN	Typical 55	874	16	18
Dividend Assets Capital, LLC	Typical 55	382	7	7
Peterson Wealth Advisors, LLC	Typical 54	653	12	12
Ashworth Wealth, LLC	Typical 54	270	5	5
LifeGoal Investments, LLC	Typical 54	270	5	5
Three Seasons Wealth	Typical 53	372	7	14
Keystone Private Wealth	Typical 53	531	10	11
McDonald Partners LLC	Low 51	1,131	22	29
Gallacher Capital Management, LLC	Low 51	513	10	14
Interwise	Low 51	307	6	10
Elysium Wealth Management, LLC	Low 51	765	15	22
Oak Harvest Investment Services	Low 51	968	19	44
Precision Financial Services	Low 51	509	10	16
Hudson Value Partners, LLC	Low 51	203	4	4
Martinsen Wealth Management	Low 51	354	7	19
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
The Institute	Low 50	803	16	22
Decisionpoint Financial, LLC	Low 50	602	12	18
The Investment Counsel Company	Low 50	401	8	11
Doceo Wealth, LLC	Low 50	300	6	7
Cutler Investment Group	Low 50	949	19	24
Ironwood Investment Counsel, LLC	Low 50	549	11	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Forthright Capital	Low 49	978	20	22
RPG Family Wealth Advisory, LLC	Low 49	537	11	21
Stepp & Rothwell Inc	Low 48	339	7	25
Del-Sette Capital Management, LLC	Low 48	240	5	8
Promontory Financial Planning, LLC	Low 47	565	12	12
Statera Wealth Management	Low 46	230	5	8
The Retirement Solution LLC	Low 46	823	18	35
Transatlantique Private Wealth LLC	Low 46	411	9	11
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Andina Advisors	Low 45	632	14	31
Secure Investment Management, LLC	Low 45	942	21	31
Dominion Portfolio Management, Inc.	Low 43	782	18	18
John G. Ullman & Associates, Inc	Low 43	992	23	58
Emerald Advisors, LLC	Low 43	215	5	11
JGP Wealth Management, LLC	Low 43	771	18	23
Stansberry Asset Management, LLC	Low 42	975	23	34
Grant Private Wealth Management	Low 42	211	5	5
Nilsine Partners, LLC	Low 42	540	13	18
Squire Wealth Advisors	Low 41	539	13	15
Gryphon Financial Partners	Low 41	655	16	31
Narus Financial Partners, LLC	Low 41	203	5	6
Intelligence Driven Advisers, LLC	Low 41	649	16	22
Peace of Mind Wealth Management	Low 41	324	8	18
Nasdaq Dorsey Wright	Low 40	806	20	25
Everspire	Low 40	803	20	20
Fortress Private Ledger, LLC	Low 40	681	17	22
Vanguard Capital	Low 40	199	5	5
Amicus Financial Advisors, LLC	Low 39	748	19	19
Marotta Wealth Management, Inc.	Low 39	354	9	16
Ellevest	Low 39	471	12	19
Schaper Benz & Wise Investment Counsel Inc	Low 39	388	10	15
Fidelis Wealth Advisors	Low 38	191	5	5
Onyx Financial Advisors, LLC	Low 38	265	7	10
Harold Dance Investments	Low 38	302	8	8
Arista Wealth Management, LLC	Low 38	377	10	16
Heritage Wealth Management, Inc.	Low 37	224	6	13
Flagstar Advisors	Low 37	1,004	27	37
Capital Markets IQ, LLC	Low 37	698	19	23
Tribeca Financial, LLC	Low 37	219	6	6
Jacobson & Schmitt Advisors, LLC	Low 36	437	12	15
Econologics Financial Advisors	Low 36	291	8	18
Albion Financial Group	Low 36	722	20	31
Private Advisory	Low 36	678	19	31
Aerodigm Wealth LLC	Low 35	212	6	9
Benefit Financial Services Group	Low 34	861	25	31
Bridge Generations Wealth Management	Low 34	171	5	7
Denver PWM, LLC	Very Low 34	204	6	6
Lifetime Financial, Inc.	Very Low 34	237	7	8
Keenan Financial	Very Low 33	751	23	27
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
One Wealth Map, LLC	Very Low 32	223	7	10
Private Client Advisor Group, LLC	Very Low 32	190	6	6
Stirlingshire Investments	Very Low 32	760	24	29
Dutch Asset Corporation	Very Low 31	219	7	10
Anchor Bay Capital, Inc.	Very Low 31	187	6	6
Wealth Foundations Partners, LLC	Very Low 31	311	10	12
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
WaFd Wealth, Inc	Very Low 30	274	9	14
Attessa Capital LLC	Very Low 30	241	8	8
Adaptive Financial Consulting, LLC	Very Low 29	176	6	8
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
Platform Wealth Advisors	Very Low 28	256	9	16
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
Glassman Wealth Services, LLC	Very Low 28	359	13	21
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Trust Advisory Group Ltd	Very Low 27	562	21	22
Keeler Thomas Management LLC	Very Low 26	132	5	12
Feltl Advisors	Very Low 26	395	15	15
Cabin Advisors, LLC	Very Low 26	368	14	15
Blue Square Asset Management, LLC	Very Low 26	184	7	9
Kera Capital Partners	Very Low 26	310	12	13
Stronghold Capital Partners LLC	Very Low 26	334	13	13
Beacon Financial Planning, LLC	Very Low 25	126	5	6
SimplyRIA Advisor Network	Very Low 25	602	24	26
Solidarity Wealth, LLC	Very Low 24	218	9	12
Avalan, LLC	Very Low 24	265	11	11
Black Diamond Financial, LLC	Very Low 24	335	14	17
BSW Wealth Partners	Very Low 24	476	20	27
MDRN Capital	Very Low 24	569	24	36
Fruitful	Very Low 23	351	15	44
Searcy Financial Services, Inc.	Very Low 23	185	8	9
Fiduciary Family Office, LLC	Very Low 23	46	2	3
Global Strategic NextGen OCIO	Very Low 23	114	5	7
Fort Point Capital Partners LLC	Very Low 23	431	19	32
Angeles Wealth Management, LLC	Very Low 23	203	9	17
Savvi Financial LLC	Very Low 23	135	6	22
Naviter Wealth, LLC	Very Low 22	303	14	15
Forefront	Very Low 21	572	27	27
PracticeCFO Investments	Very Low 21	211	10	32
LRI Investments	Very Low 20	477	24	35
1834 Investment Advisors Co.	Very Low 19	369	19	45
DMK Advisor Group, Inc.	Very Low 18	298	17	42
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Bull Harbor Capital LLC.	Very Low 16	421	26	43
Acrylic Financial, Inc.	Very Low 16	307	19	21
MMA Asset Management LLC	Very Low 16	282	18	19
CSP Financial Group LLC	Very Low 16	312	20	20
North Capital	Very Low 15	165	11	12
Pacific Capital	Very Low 15	73	5	9
AMC Wealth Management, LLC	Very Low 14	101	7	7
Curated Wealth Partners, LLC	Very Low 14	68	5	12
Your IA, LLC	Very Low 12	188	16	19
Sanders Morris LLC	Very Low 12	127	11	27
Entrewealth	Very Low 11	171	15	20
401k Generation	Very Low 11	68	6	35
Hurley Investments, LLC	Very Low 11	56	5	5
Q3 Advisors, LLC	Very Low 11	224	20	20
Parcion Private Wealth LLC	Very Low 11	165	15	28
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
Cynosure Portfolio Advisors LLC	Very Low 6	48	8	8
Exponent Wealth LLC	Very Low 4	25	6	6
Algorithmic Investment Models	Very Low 1	8	8	8

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