Clients per advisor for Multi-team firms serving clients in Florida

Most financial advisors serve between 50 and 90 clients, though this number can vary widely depending on the firm’s size, client focus, and service approach. The number of clients an advisor manages offers insight into how they work and the kind of experience you might expect. At multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—client loads reflect a coordinated, layered structure with specialized roles and shared responsibilities.

In Florida, multi-team firms typically have a median of 53 clients per advisor, slightly below the broader national median of 60. With 602 firms and nearly 4,700 advisors in this category statewide, the distribution ranges from about 15 to 171 clients per advisor. This spread suggests a mix of service models: some firms prioritize more personalized, team-based attention with fewer clients per advisor, while others operate more systematized, scalable approaches that handle larger client loads. The variation indicates that Florida’s multi-team firms offer diverse options, from high-touch advisory relationships to more standardized, efficient service models.

What this means for you is that there’s no single “right” number of clients per advisor. Lower client counts often signal more personalized service, while higher counts may reflect greater efficiency and potentially lower costs. Understanding where a firm falls on this spectrum can help you weigh the tradeoff between individualized attention and scalability. Use this metric alongside others to find an advisor whose approach aligns with your preferences and needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Florida 392 firms

Very Low 15-29 per advisor

Low 29-48

Typical 48-61

High 61-91

Very High 91-171

5th 20th 40th 60th 80th 95th

Median: 53

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Firm	Client/advisor ratio	Clients	Advisors in USA	Advisors in FL
RBC Securities, Inc.	Very Low 11	1,292	122	—
MWA Financial Services, Inc.	Very Low 11	1,981	186	4
Gentrust	Very Low 11	264	23	12
Oxford Financial Group, LTD	Very Low 12	589	51	3
Gradient Advisors, LLC	Very Low 12	2,149	174	20
XYPN Invest	Very Low 12	621	50	3
MILL CREEK CAPITAL ADVISORS, LLC	Very Low 14	365	27	1
Lifemark Securities Corp.	Very Low 14	1,053	77	10
Northeast Planning Associates, Inc.	Very Low 14	959	70	—
Jefferies Investment Advisers LLC	Very Low 14	1,649	117	6
BBVA Global Wealth Advisors, Inc.	Very Low 14	660	46	37
SVB Wealth	Very Low 14	1,024	71	5
Core Planning	Very Low 14	867	60	3
Hennion & Walsh Asset Management, Inc.	Very Low 15	1,087	71	2
IP Financial Advisory Services LLC	Very Low 16	2,001	128	12
Root Financial Partners	Very Low 16	852	54	1
Accelerate Retirement	Very Low 16	482	30	—
Brownson, Rehmus & Foxworth, Inc.	Very Low 16	263	16	—
Alexander Capital Wealth Management LLC	Very Low 17	614	37	4
Frost Investment Services	Very Low 17	3,019	178	—
Insigneo Advisory Services, LLC	Very Low 18	3,415	187	166
Infinity Financial Services Advisory	Very Low 18	642	35	—
Chelsea Advisory Services, Inc.	Very Low 18	552	30	4
Prowell Financial Management, LLC	Very Low 19	57	3	—
Saxony Capital Management, LLC	Very Low 19	756	39	3
Realta Investment Advisors, Inc	Very Low 20	1,213	60	7
Valley Wealth Managers, Inc.	Very Low 21	854	41	16
Northern trust Securities, Inc	Very Low 21	2,024	97	19
Maxim Financial Advisors LLC	Very Low 22	758	35	—
Valor Advisors LLC	Very Low 22	66	3	3
Bryn Mawr Trust Advisors, LLC	Very Low 23	1,335	59	2
Latitude Advisors, LLC	Very Low 23	1,525	67	11
Momentum Independent Network Inc.	Very Low 23	2,817	123	2
Northland Asset Management	Very Low 23	875	38	—
Goelzer Investment Management	Very Low 23	577	25	—
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	3
Certuity, LLC	Very Low 23	464	20	11
Yale Capital Corp.	Very Low 23	117	5	4
integrity Advisory Solutions	Very Low 24	2,387	101	7
Brighton Jones LLC	Very Low 24	3,585	151	1
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	4
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	283	17
Hilltop Securities inc.	Very Low 25	3,335	135	2
Andersen	Very Low 25	550	22	2
Team Hewins, LLC	Very Low 25	551	22	8
M Holdings Securities, INC.	Very Low 25	4,368	174	19
Connecticut Wealth Management, LLC	Very Low 27	1,303	49	—
Beacon Global Advisor Network, LLC	Very Low 27	1,388	52	4
United Brokerage Services inc	Very Low 27	1,368	51	—
The Strategic Financial Alliance	Very Low 27	1,457	54	4
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	2
Huntleigh Advisors, Inc.	Very Low 28	1,795	64	—
Valeo Financial Advisors, LLC	Very Low 28	3,021	107	2
USAA Investment Services Company	Very Low 29	2,635	92	12
IAMS Wealth Management, LLC	Very Low 29	1,612	56	1
Acropolis Investment Management	Very Low 29	1,037	36	—
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	4
The Oak Ridge Financial Services Group, Inc	Very Low 29	994	34	—
Lombard Advisers Incorporated	Very Low 29	941	32	—
Citizens Private Wealth	Very Low 29	2,502	85	6
49 Financial	Very Low 29	3,771	128	4
Sapient Capital LLC	Very Low 30	980	33	2
New Edge Wealth	Very Low 30	3,621	119	25
Curi Capital, LLC	Very Low 30	2,865	94	—
Aegis Capital Corp.	Very Low 31	3,030	99	13
BOK Financial Private Wealth, Inc.	Very Low 31	737	24	—
Keel Point, LLC	Very Low 31	1,475	47	—
BakerAvenue	Very Low 32	1,019	32	2
CGN Advisors, LLC	Very Low 32	1,281	40	1
KCD Financial, Inc.	Very Low 32	1,257	39	8
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	2
Cape Investment Advisory, Inc.	Very Low 32	1,002	31	2
Colter Lewis Investment Partners, LLC	Very Low 33	130	4	—
Capitol Securities Management, Inc.	Very Low 33	3,177	97	8
Ashton Thomas Private Wealth	Very Low 33	3,181	97	6
Wescott Financial Advisory Group LLC	Very Low 33	769	23	—
Wesbanco Securities, Inc.	Very Low 34	1,627	48	—
Mason Investment Advisory Services Inc	Very Low 34	1,063	31	—
Vectorglobal Iag, Inc.	Low 34	1,203	35	32
Circle Wealth Management, LLC	Low 35	349	10	2
Robertson Stephens	Low 35	2,236	64	1
Portfolio Medics, LLC	Low 35	2,929	83	26
Savvy	Low 36	4,552	127	9
Transce3nd LLC	Low 36	1,581	44	—
RMR Wealth Builders, Inc.	Low 36	1,907	53	4
Mission Wealth Management, LP	Low 37	4,679	127	4
JMG Financial Group LTD	Low 37	1,776	48	4
SAX Wealth Advisors, LLC	Low 37	1,596	43	2
Global View Capital Management LLC	Low 37	3,786	101	4
FBL Wealth Management, LLC	Low 38	8,258	220	—
New England Private Wealth Advisors, LLC	Low 38	376	10	1
Mariner Independent	Low 38	4,261	112	7
Arete Wealth Advisors, LLC	Low 39	5,289	137	10
Bolton Global Asset Management	Low 39	5,566	144	90
WealthSpire Advisors	Low 39	8,631	221	4
Calton & Associates, Inc.	Low 39	5,056	129	43
Interactive Financial Advisors	Low 40	1,307	33	4
Vanderbilt Advisory Services	Low 40	6,199	156	9
Fortis Capital Advisors, LLC	Low 40	2,127	53	3
Southeast Asset Advisors, LLC	Low 40	281	7	1
McAdam LLC	Low 41	5,538	136	7
Fourstar Wealth Advisors, LLC	Low 41	1,753	43	1
Nfsg Corporation	Low 41	3,036	74	31
UMB Financial Services, Inc.	Low 41	2,110	51	—
StoneX Advisors Inc.	Low 42	9,741	232	20
Seacrest Wealth Management, LLC	Low 42	1,475	35	3
Financial & Tax Architects, LLC	Low 42	1,565	37	—
Innovia Wealth, LLC	Low 43	727	17	—
Financial Gravity Family Office Services, LLC	Low 43	1,716	40	2
Tocqueville Asset Management LP	Low 43	1,159	27	—
Earned Wealth Advisors, LLC	Low 43	1,461	34	2
F L Putnam Investment Management Co.	Low 43	2,823	65	—
Fiduciary Financial Advisors	Low 44	2,164	49	1
The Mather Group, LLC	Low 45	4,773	107	1
Belpointe Asset Management LLC	Low 45	7,321	164	14
Westminster Financial Advisory Corp	Low 45	1,935	43	5
On Investment Management CO	Low 45	9,317	207	5
Lifeworks Advisors, LLC	Low 45	1,772	39	1
Wedbush Securities Inc.	Low 46	9,927	218	2
Avantax Planning Partners, Inc.	Low 46	7,515	165	2
CWA Asset Management Group	Low 46	1,875	41	31
SB Advisory, LLC	Low 46	1,574	34	8
Hamilton Capital	Low 47	2,744	59	1
Plancorp, LLC	Low 47	2,245	48	2
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	—
Diversify Advisory Services, LLC	Low 47	5,200	111	2
Simplicity wealth	Low 47	8,456	180	19
Exodus Wealth, LLC	Low 47	2,219	47	7
Balefire, LLC	Low 47	1,757	37	2
Navy Federal Investment Services, LLC	Low 48	7,424	156	40
Encompass More Asset Management LLC	Low 48	4,008	84	6
Eversource Wealth Advisors, LLC	Low 48	3,255	68	7
Chicago Partners Investment Group LLC	Low 48	2,741	57	4
Independent Wealth Network, Inc.	Low 48	1,445	30	1
Aprio Wealth Management, LLC	Low 48	1,592	33	1
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	1
Northwest Asset Management	Low 48	2,758	57	1
Alden investment Group	Low 49	1,457	30	2
Moran Wealth Management, LLC	Low 49	1,606	33	33
Jaffe Tilchin Investment Partners, LLC	Low 49	1,704	35	32
Choreo, LLC	Low 49	6,794	139	2
International Assets Investment Management, LLC	Low 49	5,871	120	30
Tucker Asset Management LLC	Low 49	2,943	60	4
Greenwich Wealth Management, LLC	Low 49	589	12	1
Clifford Swan Investment Counselors	Low 49	884	18	—
Nbc Securities, Inc.	Low 49	3,508	71	15
BFC PLANNING, Inc.	Low 49	11,327	229	9
Concorde Asset Management, LLC	Low 50	3,689	74	3
Kovack Advisors, inc.	Low 50	12,906	258	104
Advisory Services Network	Low 50	12,426	248	30
Snowden Capital Advisors LLC	Low 50	5,878	117	24
Secure Asset Management, L.L.C.	Low 50	2,877	57	3
David Vaughan Investments, LLC	Low 51	1,164	23	1
Main Street Financial Solutions, LLC	Low 51	1,981	39	2
Forvis Mazars Wealth Advisors, LLC	Low 51	4,183	82	1
Modera Wealth Management, LLC	Low 51	5,918	116	5
Girard Advisory Services, LLC	Typical 51	2,350	46	1
CL Wealth Management LLC	Typical 52	2,165	42	3
Farther	Typical 52	14,593	283	26
HUB Investment Partners, LLC	Typical 52	5,446	104	3
A.G.P / Alliance Global Partners	Typical 53	6,635	126	30
Evensky & Katz/Foldes Wealth Management	Typical 53	1,165	22	19
ValMark Advisers, Inc.	Typical 54	14,624	273	22
Krilogy	Typical 54	3,061	57	1
Concurrent Investment Advisors, LLC	Typical 54	13,268	246	41
Forum Financial Management, LP	Typical 54	5,622	104	4
Verdence Capital Advisors, LLC	Typical 54	1,798	33	5
Brookwood Investment Group	Typical 55	3,500	64	4
Inspire Advisors, LLC	Typical 55	3,523	64	12
Advisor Share Wealth Management, LLC	Typical 55	2,216	40	5
Westmount Partners, LLC	Typical 56	1,389	25	—
Destination Wealth Management	Typical 57	2,272	40	—
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	7
Rehmann Wealth	Typical 58	2,186	38	2
Nations Financial Group, Inc.	Typical 58	5,525	96	2
Perigon Wealth Management, LLC	Typical 58	5,421	94	4
Archer Investment Corporation	Typical 58	4,290	74	9
Principle Wealth	Typical 59	1,173	20	1
Cary Street Partners	Typical 59	6,641	113	10
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	171	25
Elevation Point Wealth Partners, LLC	Typical 59	2,842	48	8
Advocacy Wealth Management, LLC	Typical 59	1,658	28	1
Accurate Wealth Management, LLC	Typical 59	2,612	44	38
AlphaCore Capital LLC	Typical 59	3,328	56	—
Compass Financial Management LLC	Typical 60	2,152	36	10
Mutual Advisors, LLC	Typical 60	9,290	155	8
Bogart Wealth, LLC	Typical 60	1,442	24	—
Capital Investment Advisory Services, LLC	Typical 61	6,172	102	2
Sowell Management	Typical 61	6,280	103	4
Royal Fund Management, LLC	Typical 61	4,940	81	19
Thurston Springer Advisors	Typical 62	5,600	91	8
Apollon Wealth Management, LLC	Typical 62	8,310	135	8
Virtue Capital Management, LLC	Typical 63	5,740	91	12
AlphaStar Capital Management	Typical 63	8,466	134	16
Madison Partners	Typical 64	2,042	32	1
Cumberland Advisors	Typical 64	1,091	17	14
Avior Wealth Management, LLC	Typical 65	4,775	74	1
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	—
Moneco Advisors	Typical 65	2,781	43	2
Pine Valley Investments	Typical 65	2,070	32	2
American Century Investments Private Client Group, Inc.	Typical 65	4,098	63	1
Waverly Advisors, LLC	Typical 66	12,923	197	11
Wealthcare Advisory Partners LLC	Typical 66	10,696	162	7
Sequent Planning, LLC	Typical 66	6,015	91	10
Invst, LLC	Typical 66	2,193	33	4
Dakota Wealth, LLC	Typical 67	3,728	56	9
OneAscent Financial Services LLC	Typical 67	5,128	77	—
Regal Investment Advisors LLC	Typical 67	8,220	123	13
SteelPeak Wealth, LLC	Typical 67	2,278	34	1
Creative Financial Designs, Inc.	Typical 67	10,477	156	1
Synovus Securities, Inc.	Typical 67	11,964	178	36
Independence Square Holdings, LLC	Typical 67	2,621	39	3
Arkadios Wealth Advisors	Typical 67	14,320	213	13
Trustmont Advisory Group, Inc.	Typical 68	4,322	64	2
First Heartland Consultants, Inc.	Typical 68	6,350	94	—
Cyndeo Wealth Partners	Typical 68	1,219	18	13
Douglas C. Lane & Associates	Typical 68	1,084	16	2
GRADIENT Wealth Management	Typical 68	4,546	67	7
Dynamic	Typical 68	5,509	81	4
Santander Securities	Typical 68	10,832	159	13
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	4
Wealth Watch Advisors, INC	Typical 69	3,587	52	4
JFS Wealth Advisors, LLC	Typical 69	2,216	32	—
RedHawk Wealth Advisors, Inc.	Typical 69	3,118	45	4
Moors & Cabot, Inc	Typical 69	4,921	71	18
Arax Advisory Partners	Typical 69	6,949	100	3
Prospera Financial Services, inc.	Typical 70	18,706	266	9
Centennial Securities Company Inc	Typical 71	2,468	35	—
Ascentis Independent Advisors, LLC	Typical 71	2,690	38	1
Stifel Independent Advisors, LLC	Typical 71	7,762	109	8
Summit Financial, LLC	Typical 73	15,660	216	17
Legacy Wealth Management, LLC	Typical 73	3,269	45	5
SEIA	Typical 73	9,520	131	1
CG Advisory Services	Typical 73	4,898	67	1
Stratos Wealth Advisors LLC	Typical 74	4,928	67	2
Bradley Foster & Sargent Inc	Typical 74	1,840	25	—
Coastal Bridge Advisors	Typical 74	1,846	25	—
Ritholtz Wealth Management	Typical 74	3,999	54	1
Annex Wealth Management, LLC	Typical 75	6,710	90	—
CW Advisors, LLC	Typical 75	6,426	86	2
Prosperity Capital Advisors	High 75	7,469	99	11
Trek Financial	High 76	4,539	60	2
Larson Financial Group, LLC	High 76	4,937	65	7
DayMark Wealth Partners, LLC	High 76	2,060	27	4
OnePoint BFG Wealth Partners	High 77	8,458	110	7
Merit Financial Advisors	High 77	20,040	259	15
Garden State Investment Advisory Services, LLC	High 78	2,492	32	—
Founders Financial Alliance, LLC	High 78	2,354	30	3
The Pinnacle Financial Group	High 79	3,150	40	2
Vicus Capital, Inc.	High 79	6,170	78	6
Gateway Wealth Partners, LLC	High 79	7,312	92	7
Berger Financial Group	High 80	3,755	47	1
Sunbelt Securities	High 81	5,261	65	—
Gibbs Wealth Management, LLC	High 82	5,356	65	4
HighPoint Planning Partners	High 83	9,160	111	6
Carnegie Investment Counsel	High 83	3,056	37	2
Performance Wealth	High 84	925	11	3
Corecap Advisors	High 84	9,671	115	3
Clear Creek Financial Management, LLC	High 84	3,964	47	1
BLBB Advisors	High 84	1,520	18	1
Crawford Investment Counsel Inc	High 84	1,943	23	1
RFG Advisory, LLC	High 85	14,368	170	13
Johnson Investment Counsel, Inc.	High 85	5,251	62	1
Founders Financial Securities, LLC	High 85	9,590	113	3
Financial Security Advisory Inc	High 85	2,810	33	1
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	4
Spire Wealth Management, LLC	High 85	6,151	72	6
Silver Oak Securities, Inc.	High 85	8,631	101	1
Stephens	High 86	21,168	247	1
INGALLS & Snyder LLC	High 87	4,245	49	1
Golden State Wealth Management, LLC	High 88	4,119	47	—
IFG Advisory, LLC	High 88	9,038	103	8
Gladstone Wealth Partners	High 88	8,302	94	7
Integrated Advisors Network LLC	High 89	7,363	83	3
Visionary Wealth Advisors, LLC	High 89	4,186	47	1
Pure Financial Advisors, llc	High 89	7,503	84	1
The AmeriFlex Group	High 90	15,724	175	8
Continuum Advisory, LLC	High 90	3,344	37	3
intrua Financial	High 90	3,347	37	2
Capital Advisors, Inc.	High 91	3,262	36	—
Impact Partnership Wealth, LLC	High 91	7,988	88	14
Meridian Wealth Management, LLC	High 91	5,366	59	3
Summit Wealth Group	High 92	3,117	34	1
American Independent Securities Group, LLC	High 92	4,339	47	1
G. A. Repple & Company	High 92	3,139	34	21
Ausdal Financial Partners, Inc.	High 92	16,436	178	19
SageSpring Wealth Partners	High 92	11,558	125	3
Alpha Cubed Investments, LLC	High 94	2,058	22	—
Associated Investment Services, Inc.	High 94	3,841	41	—
Williams Jones Wealth Management, LLC	High 95	1,517	16	2
The Retirement Planning Group, LLC	High 95	4,748	50	1
Smith Moore & Co.	High 95	4,095	43	—
APELLA Wealth	High 96	7,683	80	—
Kestra Private Wealth Services, LLC	High 96	19,977	208	8
Kingswood Wealth Advisors, LLC	High 96	11,259	117	7
Grimes & Company	High 96	3,660	38	2
ASSET ALLOCATION STRATEGIES, llc	High 97	4,363	45	10
CS Planning Corp	High 97	4,190	43	4
Joel Isaacson & Co., LLC	High 97	1,267	13	1
Stelac Advisory Services LLC	High 98	98	1	1
Mariner Advisor Network	High 98	16,100	164	2
Venture Visionary Partners LLC	High 99	2,660	27	2
WealthSpire Advisors	High 99	791	8	5
CreativeOne Securities, LLC	High 99	12,362	125	9
HBKS Wealth Advisors	High 99	7,344	74	22
Western Wealth Management LLC	High 99	11,019	111	1
XML Financial Group	High 100	2,890	29	3
Csenge Advisory Group, LLC	High 102	7,147	70	19
Strategic Financial Concepts, llc	High 103	3,698	36	—
Creativeone Wealth, LLC	High 104	22,064	213	12
Level Four Advisory Services	High 104	14,964	144	14
NWF Advisory Services Inc	High 105	11,433	109	—
Wealth Management	High 105	4,731	45	1
Triad Wealth Partners, LLC	High 105	3,896	37	2
PKS Advisory Services, LLC	High 106	4,874	46	2
Principal Advised Services	High 106	23,164	218	12
Kingsview Wealth Management, LLC	High 107	12,143	114	4
Foundations Investment Advisors LLC	High 107	29,615	277	18
Capital Investment Advisors, LLC	High 107	6,014	56	6
Trilogy Capital, Inc.	High 107	8,058	75	—
Verus Capital Partners, LLC	High 108	5,086	47	1
Consolidated Portfolio Review Corp	High 109	6,187	57	1
Confluence Financial Partners	High 109	4,698	43	3
Verity Asset Management	High 109	5,803	53	3
Novem Group	High 110	3,513	32	2
Geneos Wealth Management, Inc.	Very High 113	21,267	189	4
AdvisorNet Wealth Partners	Very High 113	3,499	31	1
Coppell Advisory Solutions LLC	Very High 113	8,848	78	4
Zhang Financial	Very High 115	2,295	20	—
Calamos Wealth Management LLC	Very High 116	4,072	35	1
Signal Advisors Wealth, LLC	Very High 117	4,816	41	6
Octavia Wealth Advisors LLC	Very High 118	3,672	31	2
Flagship Harbor Advisors, LLC	Very High 119	7,280	61	2
Logan Capital Management, Inc.	Very High 120	1,798	15	—
Palisade Capital Management, LP	Very High 121	1,577	13	—
Harbour Investments, Inc.	Very High 122	29,827	245	5
Strategic Wealth Investment Group, LLC	Very High 122	3,900	32	6
Orgel Wealth Management, LLC	Very High 122	3,786	31	—
United Advisor Group	Very High 128	6,395	50	1
Private Management Group Inc	Very High 130	3,384	26	—
OneSeven	Very High 133	15,787	119	12
FSA Advisors, Inc.	Very High 134	4,406	33	—
Cornerstone Wealth Management, LLC	Very High 134	12,454	93	2
Mainstay Capital Management, LLC	Very High 136	3,405	25	—
Advisor Resource Council	Very High 141	11,699	83	1
Independent Advisor Alliance, llc	Very High 143	42,227	296	23
CV Advisors LLC	Very High 145	145	1	1
Certified Advisory Corp	Very High 146	2,476	17	16
Advisory Alpha, LLC	Very High 147	8,799	60	1
Timucúan Asset Management Inc.	Very High 148	591	4	3
Cannell & Spears LLC	Very High 150	2,394	16	—
United Capital Financial Advisors	Very High 151	24,837	165	10
Compound Planning, Inc.	Very High 151	11,480	76	6
Madison Avenue Securities, LLC	Very High 156	14,084	90	9
1919 Investment Counsel, LLC	Very High 157	4,866	31	—
NorthCoast Asset Management LLC	Very High 158	4,412	28	2
Bison Wealth, LLC	Very High 159	8,569	54	15
IHT Wealth Management LLC	Very High 159	25,096	158	32
Wealthcare Capital Management LLC	Very High 166	5,638	34	1
Keating Financial Advisory Services	Very High 166	4,994	30	1
Provenance Wealth advisors	Very High 171	3,085	18	18
The Partners Wealth Management	Very High 180	5,925	33	5
Sound Income Strategies, LLC	Very High 190	24,734	130	22
Courier Capital, LLC	Very High 190	2,094	11	—
The Fiduciary Alliance	Very High 194	8,744	45	2
Sage, Rutty & Co., Inc.	Very High 195	8,184	42	—
IPI Wealth Management, Inc.	Very High 196	13,138	67	3
Great Valley Advisor Group, LLC	Very High 201	36,836	183	20
Facet	Very High 205	13,331	65	5
Karpus Investment Management	Very High 207	1,653	8	—
Midwestern Securities Trading Co., LLC	Very High 225	11,709	52	1
Good Life Advisors, LLC	Very High 229	22,240	97	21
Trajan Wealth, L.L.C.	Very High 242	10,633	44	4
GLOBALT Investments	Very High 255	3,062	12	—
Missionsquare Retirement	Very High 294	40,526	138	14
Cardinal Point Wealth Management	Very High 311	2,175	7	—
Advisors Capital Management, LLC	Very High 324	17,842	55	7
Ancora Private Wealth Advisors, LLC	Very High 340	4,414	13	—
Exencial Wealth Advisors	Very High 343	3,086	9	—
Asset Preservation Advisors, LLC	Very High 343	2,747	8	—
Beacon Capital Management, Inc.	Very High 365	10,219	28	2
Symmetry Partners	Very High 369	8,476	23	2
J. Safra Asset management Corporation	Very High 375	3,374	9	5
EFS Advisors	Very High 394	21,660	55	—
VestGen Advisors, LLC	Very High 430	22,790	53	4
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	2
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	4
Madison Investment Advisors, LLC	Very High 608	14,602	24	—
Aptus Capital Advisors, LLC	Very High 705	12,693	18	3
ACR Alpine Capital Research, LLC	Very High 870	6,960	8	—
Ally invest Advisors	Very High 914	83,199	91	6
Gradient Investments, LLC	Very High 984	26,560	27	1

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