★★★★★

$1 Billion – $5 Billion

more than 100%

Baltimore

Maryland

★★★★★

$5 Billion – $10 Billion

60%-70%

Houston

Texas

★★★★★

Apollon Wealth Management

$5 Billion – $10 Billion

80%-90%

Mount Pleasant

South Carolina

★★★★★

$1 Billion – $5 Billion

30%-40%

Salt Lake City

Utah

★★★★★

$500 Million – $1 Billion

90%-100%

Saratoga Springs

New York

★★★★★

over $10 Billion

60%-70%

Chicago

Illinois

★★★★★

up to $100 Million

90%-100%

Miami

Florida

★★★★★

Econologics Financial Advisors

up to $100 Million

more than 100%

Largo

Florida

★★★★★

$5 Billion – $10 Billion

more than 100%

Honolulu

Hawaii

★★★★★

$1 Billion – $5 Billion

60%-70%

Montclair

New Jersey

★★★★★

$1 Billion – $5 Billion

60%-70%

Miami

Florida

★★★★★

over $10 Billion

60%-70%

Chicago

Illinois

★★★★★

$1 Billion – $5 Billion

80%-90%

Atlanta

Georgia

★★★★★

$1 Billion – $5 Billion

30%-40%

Holland

Michigan

★★★★★

up to $100 Million

more than 100%

Tiburon

California

★★★★★

$1 Billion – $5 Billion

80%-90%

Grand Rapids

Michigan

★★★★★

Axxcess Wealth Management

$5 Billion – $10 Billion

50%-60%

Carlsbad

California

★★★★★

$500 Million – $1 Billion

90%-100%

Boston

Massachusetts

★★★★★

Integrated Wealth Concepts

over $10 Billion

50%-60%

Waltham

Massachusetts

★★★★★

Oneascent Financial Services

$1 Billion – $5 Billion

40%-50%

Birmingham

Alabama

★★★★★

over $10 Billion

30%-40%

Cleveland

Ohio

★★★★★

Perennial Investment Advisors

$1 Billion – $5 Billion

40%-50%

Los Angeles

California

★★★★★

MMBG Investment Advisors Co.

$1 Billion – $5 Billion

30%-40%

Miami

Florida

★★★★★

over $10 Billion

30%-40%

Birmingham

Alabama

★★★★★

up to $100 Million

90%-100%

Conshohocken

Pennsylvania

★★★★★

$1 Billion – $5 Billion

30%-40%

Owings Mills

Maryland

★★★★★

$500 Million – $1 Billion

30%-40%

Charlotte

North Carolina

★★★★★

over $10 Billion

40%-50%

Englewood

New Jersey

★★★★★

Colter Lewis Investment Partners

$1 Billion – $5 Billion

60%-70%

Greenwich

Connecticut

★★★★★

over $10 Billion

30%-40%

Westwood

New Jersey

★★★★★

Activest Wealth Management

$500 Million – $1 Billion

30%-40%

Aventura

Florida

★★★★★

$250 Million – $500 Million

30%-40%

Sherman Oaks

California

★★★★★

$1 Billion – $5 Billion

70%-80%

Hauppauge

New York

★★★★★

Fortis Capital Management

$250 Million – $500 Million

70%-80%

Bellevue

Washington

★★★★★

$500 Million – $1 Billion

40%-50%

Lakeway

Texas

★★★★★

Martha’s Vineyard Investment Advisors

up to $100 Million

10%-20%

West Tisbury

Massachusetts

★★★★★

Wiss Private Client Advisors

$500 Million – $1 Billion

30%-40%

Florham Park

New Jersey

★★★★★

$5 Billion – $10 Billion

30%-40%

New York

New York

★★★★★

Robertson Stephens Wealth Management

$1 Billion – $5 Billion

50%-60%

San Francisco

California

★★★★★

up to $100 Million

New York

New York

★★★★★

$250 Million – $500 Million

30%-40%

Saratoga Springs

New York

★★★★★

$1 Billion – $5 Billion

50%-60%

La Jolla

California

★★★★★

over $10 Billion

30%-40%

Chicago

Illinois

★★★★★

$500 Million – $1 Billion

30%-40%

Long Beach

California

★★★★★

Sprott Asset Management USA

$1 Billion – $5 Billion

more than 100%

Darien

Connecticut

★★★★★

Waypoint Capital Advisors

$500 Million – $1 Billion

30%-40%

Minneapolis

Minnesota

★★★★★

$500 Million – $1 Billion

40%-50%

Santa Monica

California

★★★★★

over $10 Billion

30%-40%

New York

New York

★★★★★

High Probability Advisors

$500 Million – $1 Billion

60%-70%

Pittsford

New York

★★★★★

$250 Million – $500 Million

70%-80%

Largo

Florida

★★★★★

T. Rowe Price Advisory Services

$1 Billion – $5 Billion

40%-50%

Owings Mills

Maryland

★★★★★

$1 Billion – $5 Billion

more than 100%

Cary

North Carolina

★★★★★

over $10 Billion

40%-50%

Summit

New Jersey

★★★★★

$250 Million – $500 Million

10%-20%

Dallas

Texas

★★★★★

Ritholtz Wealth Management

$5 Billion – $10 Billion

30%-40%

New York

New York

★★★★★

$500 Million – $1 Billion

40%-50%

Nashville

Tennessee

★★★★★

$1 Billion – $5 Billion

60%-70%

Dallas

Texas

★★★★★

Perigon Wealth Management

$5 Billion – $10 Billion

50%-60%

San Francisco

California

★★★★★

Ashton Thomas Private Wealth

$1 Billion – $5 Billion

50%-60%

Scottsdale

Arizona

★★★★★

$500 Million – $1 Billion

80%-90%

Plano

Texas

★★★★★

One Oak Capital Management

$250 Million – $500 Million

10%-20%

Purchase

New York

★★★★★

$500 Million – $1 Billion

40%-50%

Scottsdale

Arizona

★★★★★

over $10 Billion

40%-50%

Newport Beach

California

★★★★★

$250 Million – $500 Million

20%-30%

Richmond

Virginia

★★★★★

$250 Million – $500 Million

10%-20%

Miami

Florida

★★★★★

Integral Investment Advisors

$250 Million – $500 Million

20%-30%

Turlock

California

★★★★★

Clearbrook Investment Solutions

up to $100 Million

New York

New York

★★★★★

Brainvest Wealth Management

$1 Billion – $5 Billion

50%-60%

Miami

Florida

★★★★★

$1 Billion – $5 Billion

40%-50%

Ontario

California

★★★★★

$1 Billion – $5 Billion

30%-40%

Marlton

New Jersey

★★★★★

$250 Million – $500 Million

30%-40%

Colchester

Connecticut

★★★★★

$5 Billion – $10 Billion

20%-30%

Las Vegas

Nevada

★★★★★

$250 Million – $500 Million

30%-40%

Alpharetta

Georgia

★★★★★

Prime Capital Investment Advisors

over $10 Billion

10%-20%

Overland Park

Kansas

★★★★★

Insigneo Advisory Services

$1 Billion – $5 Billion

30%-40%

Miami

Florida

★★★★★

Quantinno Capital Management

$1 Billion – $5 Billion

70%-80%

New York

New York

★★★★★

$1 Billion – $5 Billion

50%-60%

Austin

Texas

★★★★★

$250 Million – $500 Million

40%-50%

Dallas

Texas

★★★★★

over $10 Billion

30%-40%

Los Angeles

California

★★★★★

$250 Million – $500 Million

30%-40%

Omaha

Nebraska

★★★★★

Clinton Investment Management

$1 Billion – $5 Billion

30%-40%

Stamford

Connecticut

★★★★★

Bulltick Wealth Management

$1 Billion – $5 Billion

40%-50%

Miami

Florida

★★★★★

Alexander Capital Wealth Management

up to $100 Million

30%-40%

Red Bank

New Jersey

★★★★★

$1 Billion – $5 Billion

50%-60%

Chicago

Illinois

★★★★★

$500 Million – $1 Billion

50%-60%

Conshohocken

Pennsylvania

★★★★★

$250 Million – $500 Million

30%-40%

Bellevue

Washington

★★★★★

Wealth Enhancement Advisory Services

over $10 Billion

50%-60%

Plymouth

Minnesota

★★★★★

up to $100 Million

10%-20%

Cleveland

Ohio

★★★★★

Dimensional Fund Advisors

over $10 Billion

5%-10%

Austin

Texas

★★★★★

$1 Billion – $5 Billion

20%-30%

Frisco

Texas

★★★★★

$500 Million – $1 Billion

40%-50%

Denver

Colorado

★★★★★

$1 Billion – $5 Billion

30%-40%

Omaha

Nebraska

★★★★★

$250 Million – $500 Million

20%-30%

Atlanta

Georgia

★★★★★

Blacktower Financial Management (US)

up to $100 Million

20%-30%

Orlando

Florida

★★★★★

Pennington Partners & Co.

$1 Billion – $5 Billion

30%-40%

Bethesda

Maryland

★★★★★

$500 Million – $1 Billion

50%-60%

El Segundo

California

★★★★★

up to $100 Million

40%-50%

Rockville

Maryland

★★★★★

over $10 Billion

20%-30%

Newton

Massachusetts

★★★★★

up to $100 Million

New York

New York

★★★★★

$1 Billion – $5 Billion

50%-60%

Greenville

South Carolina

★★★★★

Manhattan West Asset Management

$1 Billion – $5 Billion

40%-50%

Los Angeles

California

★★★★★

Fifth Avenue Family Office

$500 Million – $1 Billion

10%-20%

Naples

Florida

★★★★★

Financial & Tax Architects

$250 Million – $500 Million

30%-40%

St. Louis

Missouri

★★★★★

401k Investment Professionals

up to $100 Million

10%-20%

Waunakee

Wisconsin

★★★★★

Angeles Wealth Management

$1 Billion – $5 Billion

40%-50%

Santa Monica

California

★★★★★

$1 Billion – $5 Billion

30%-40%

Cincinnati

Ohio

★★★★★

Great Valley Advisor Group

$5 Billion – $10 Billion

30%-40%

Wilmington

Delaware

★★★★★

$500 Million – $1 Billion

30%-40%

Austin

Texas

★★★★★

Elevation Wealth Partners

$250 Million – $500 Million

20%-30%

Santa Rosa

California

★★★★★

up to $100 Million

10%-20%

Schaumburg

Illinois

★★★★★

Hi-Line Capital Management

$500 Million – $1 Billion

10%-20%

Watertown

South Dakota

★★★★★

Castlekeep Investment Advisors

$500 Million – $1 Billion

5%-10%

Westport

Connecticut

★★★★★

over $10 Billion

10%-20%

Austin

Texas

★★★★★

$250 Million – $500 Million

30%-40%

Prosper

Texas

★★★★★

$1 Billion – $5 Billion

50%-60%

Beachwood

Ohio

★★★★★

$250 Million – $500 Million

30%-40%

Milton

Georgia

★★★★★

Walkner Condon Financial Advisors

$500 Million – $1 Billion

40%-50%

Madison

Wisconsin

★★★★★

over $10 Billion

70%-80%

Marina Del Rey

California

★★★★★

Value Investment Professionals

up to $100 Million

New York

New York

★★★★★

up to $100 Million

30%-40%

Buffalo

New York

★★★★★

$250 Million – $500 Million

30%-40%

Wayne

Pennsylvania

★★★★★

Concurrent Investment Advisors

$5 Billion – $10 Billion

Tampa

Florida

★★★★★

Kingswood Wealth Advisors

$1 Billion – $5 Billion

40%-50%

San Diego

California

★★★★★

Oak Harvest Investment Services

$500 Million – $1 Billion

40%-50%

Houston

Texas

★★★★★

$1 Billion – $5 Billion

50%-60%

Columbia

South Carolina

★★★★★

$500 Million – $1 Billion

10%-20%

Portland

Oregon

★★★★★

Duncan Williams Asset Management

$1 Billion – $5 Billion

50%-60%

Memphis

Tennessee

★★★★★

up to $100 Million

Cincinnati

Ohio

★★★★★

$1 Billion – $5 Billion

30%-40%

Franklin

Tennessee

★★★★★

Blake Schutter Theil Wealth Advisors

$250 Million – $500 Million

Dayton

Ohio

★★★★★

Nicholas Hoffman & Company

$5 Billion – $10 Billion

50%-60%

Atlanta

Georgia

★★★★★

$1 Billion – $5 Billion

10%-20%

Austin

Texas

★★★★★

$1 Billion – $5 Billion

10%-20%

Bloomington

Minnesota

★★★★★

up to $100 Million

Erie

Pennsylvania

★★★★★

$1 Billion – $5 Billion

30%-40%

New York

New York

★★★★★

$1 Billion – $5 Billion

San Francisco

California

★★★★★

Jackson Hole Capital Partners

$500 Million – $1 Billion

30%-40%

Tulsa

Oklahoma

★★★★★

$1 Billion – $5 Billion

20%-30%

Atlanta

Georgia

★★★★★

Strategic Wealth Partners

$1 Billion – $5 Billion

30%-40%

Independence

Ohio

★★★★★

$500 Million – $1 Billion

40%-50%

Wilmington

North Carolina

★★★★★

$1 Billion – $5 Billion

upto 5%

Dallas

Texas

★★★★★

$1 Billion – $5 Billion

20%-30%

Houston

Texas

★★★★★

Soltis Investment Advisors

$5 Billion – $10 Billion

40%-50%

St. George

Utah

★★★★★

Clifford Capital Partners

$250 Million – $500 Million

10%-20%

Alpine

Utah

★★★★★

Connecticut Wealth Management

$1 Billion – $5 Billion

30%-40%

Farmington

Connecticut

★★★★★

Resonant Capital Advisors

$1 Billion – $5 Billion

30%-40%

Madison

Wisconsin

★★★★★

Kovitz Investment Group Partners

over $10 Billion

20%-30%

Chicago

Illinois

★★★★★

$1 Billion – $5 Billion

30%-40%

Indianapolis

Indiana

★★★★★

up to $100 Million

New York

New York

★★★★★

up to $100 Million

Vadnais Heights

Minnesota

★★★★★

Buckhead Capital Management

$1 Billion – $5 Billion

30%-40%

Atlanta

Georgia

★★★★★

Navy Federal Investment Services

$1 Billion – $5 Billion

20%-30%

Vienna

Virginia

★★★★★

Global Financial Group Advisors

$500 Million – $1 Billion

10%-20%

Grand Rapids

Michigan

★★★★★

$500 Million – $1 Billion

5%-10%

Salt Lake City

Utah

★★★★★

$250 Million – $500 Million

Mount Pleasant

South Carolina

★★★★★

Coldstream Capital Management Inc.

$5 Billion – $10 Billion

20%-30%

Bellevue

Washington

★★★★★

$250 Million – $500 Million

20%-30%

Sarasota

Florida

★★★★★

$500 Million – $1 Billion

30%-40%

Dallas

Texas

★★★★★

Heirloom Wealth Management

$250 Million – $500 Million

20%-30%

Greenwood Village

Colorado

★★★★★

up to $100 Million

30%-40%

Brooklyn

New York

★★★★★

over $10 Billion

30%-40%

Torrance

California

★★★★★

Mission Wealth Management

$5 Billion – $10 Billion

30%-40%

Santa Barbara

California

★★★★★

$250 Million – $500 Million

40%-50%

Hoover

Alabama

★★★★★

$250 Million – $500 Million

20%-30%

Phoenix

Arizona

★★★★★

$1 Billion – $5 Billion

90%-100%

Newark

New Jersey

★★★★★

Spyglass Capital Management

$1 Billion – $5 Billion

40%-50%

San Francisco

California

★★★★★

Castlepoint Wealth Advisors

$500 Million – $1 Billion

20%-30%

Oklahoma City

Oklahoma

★★★★★

$500 Million – $1 Billion

20%-30%

Highland Park

Illinois

★★★★★

$1 Billion – $5 Billion

30%-40%

Philadelphia

Pennsylvania

★★★★★

Dynamic Advisor Solutions

$1 Billion – $5 Billion

20%-30%

Phoenix

Arizona

★★★★★

$250 Million – $500 Million

30%-40%

Bonita Springs

Florida

★★★★★

Heron Bay Capital Management

$500 Million – $1 Billion

Bloomfield Hills

Michigan

★★★★★

Service Academy Capital Management

$500 Million – $1 Billion

30%-40%

Dallas

Texas

★★★★★

Cogentblue Wealth Advisors

$500 Million – $1 Billion

Knoxville

Tennessee

★★★★★

over $10 Billion

30%-40%

Denver

Colorado

★★★★★

$1 Billion – $5 Billion

70%-80%

New York

New York

★★★★★

$1 Billion – $5 Billion

30%-40%

Greenwich

Connecticut

★★★★★

$250 Million – $500 Million

30%-40%

Jersey City

New Jersey

★★★★★

$1 Billion – $5 Billion

upto 5%

Chicago

Illinois

★★★★★

Andina Capital Management

$500 Million – $1 Billion

20%-30%

Lehi

Utah

★★★★★

over $10 Billion

30%-40%

Boston

Massachusetts

★★★★★

over $10 Billion

20%-30%

Raleigh

North Carolina

★★★★★

$1 Billion – $5 Billion

30%-40%

Fairfield

Connecticut

★★★★★

Uhler Vertich White Advisors

$250 Million – $500 Million

10%-20%

Fort Myers

Florida

★★★★★

Objective Capital Management

$250 Million – $500 Million

20%-30%

Pepper Pike

Ohio

★★★★★

$250 Million – $500 Million

San Francisco

California

★★★★★

Encompass More Asset Management

up to $100 Million

Danville

California

★★★★★

Stiles Financial Services Incorporated

$250 Million – $500 Million

more than 100%

Edina

Minnesota

★★★★★

up to $100 Million

30%-40%

New York

New York

★★★★★

Artemis Financial Advisors

$250 Million – $500 Million

10%-20%

Boston

Massachusetts

★★★★★

$1 Billion – $5 Billion

30%-40%

Beachwood

Ohio

★★★★★

$1 Billion – $5 Billion

40%-50%

Covington

Kentucky

★★★★★

Visionary Wealth Advisors

$1 Billion – $5 Billion

30%-40%

St. Louis

Missouri

★★★★★

McGlone Suttner Wealth Management

$500 Million – $1 Billion

40%-50%

Appleton

Wisconsin

★★★★★

$250 Million – $500 Million

The Woodlands

Texas

★★★★★

Twelve Points Wealth Management

$1 Billion – $5 Billion

20%-30%

Concord

Massachusetts

★★★★★

$250 Million – $500 Million

High Point

North Carolina

★★★★★

$250 Million – $500 Million

10%-20%

Lee’s Summit

Missouri

★★★★★

$5 Billion – $10 Billion

30%-40%

Minneapolis

Minnesota

★★★★★

$1 Billion – $5 Billion

40%-50%

West Hartford

Connecticut

★★★★★

$500 Million – $1 Billion

10%-20%

Coral Gables

Florida

★★★★★

$500 Million – $1 Billion

20%-30%

Menlo Park

California

★★★★★

$1 Billion – $5 Billion

20%-30%

Hackensack

New Jersey

★★★★★

$250 Million – $500 Million

Solana Beach

California

★★★★★

up to $100 Million

New York

New York

★★★★★

One Group Wealth Partners

up to $100 Million

Syracuse

New York

★★★★★

Prudent Investor Advisors

$1 Billion – $5 Billion

10%-20%

Folsom

California

★★★★★

Total Clarity Wealth Management

$250 Million – $500 Million

20%-30%

St. Charles

Illinois

★★★★★

Aristotle Capital Management

$1 Billion – $5 Billion

50%-60%

Sarasota

Florida

★★★★★

$500 Million – $1 Billion

San Jose

California

★★★★★

$1 Billion – $5 Billion

30%-40%

San Francisco

California

★★★★★

$250 Million – $500 Million

30%-40%

Plano

Texas

★★★★★

$500 Million – $1 Billion

20%-30%

Houston

Texas

★★★★★

$500 Million – $1 Billion

40%-50%

Louisville

Kentucky

★★★★★

$500 Million – $1 Billion

60%-70%

Lake Mary

Florida

★★★★★

$1 Billion – $5 Billion

Cincinnati

Ohio

★★★★★

$5 Billion – $10 Billion

30%-40%

New York

New York

★★★★★

$1 Billion – $5 Billion

20%-30%

Houston

Texas

★★★★★

Pinion Investment Advisors

$250 Million – $500 Million

20%-30%

Wichita

Kansas

★★★★★

$1 Billion – $5 Billion

Atlanta

Georgia

★★★★★

$1 Billion – $5 Billion

Braintree

Massachusetts

★★★★★

$250 Million – $500 Million

Fort Washington

Pennsylvania

★★★★★

$250 Million – $500 Million

Denver

Colorado

★★★★½

up to $100 Million

10%-20%

Bay City

Michigan

★★★★½

up to $100 Million

New York

New York

★★★★½

$5 Billion – $10 Billion

30%-40%

Alpharetta

Georgia

★★★★½

$250 Million – $500 Million

5%-10%

Englewood

Colorado

★★★★½

$1 Billion – $5 Billion

30%-40%

Audubon

Pennsylvania

★★★★½

$1 Billion – $5 Billion

30%-40%

Denver

Colorado

★★★★½

$250 Million – $500 Million

30%-40%

Irvine

California

★★★★½

$500 Million – $1 Billion

10%-20%

Coral Gables

Florida

★★★★½

over $10 Billion

60%-70%

Milwaukee

Wisconsin

★★★★½

$500 Million – $1 Billion

Austin

Texas

★★★★½

Transcend Capital Advisors

$1 Billion – $5 Billion

30%-40%

Madison

New Jersey

★★★★½

over $10 Billion

30%-40%

Rockford

Illinois

★★★★½

up to $100 Million

5%-10%

North Bethesda

Maryland

★★★★½

$500 Million – $1 Billion

more than 100%

Tavares

Florida

★★★★½

$250 Million – $500 Million

40%-50%

New York

New York

★★★★½

Sequoia Financial Advisors

over $10 Billion

30%-40%

Akron

Ohio

★★★★½

$500 Million – $1 Billion

Milton

Georgia

★★★★½

Coordinated Financial Services

$250 Million – $500 Million

Denver

Colorado

★★★★½

Obsidian Personal Planning Solutions

$250 Million – $500 Million

10%-20%

Rockville

Maryland

★★★★½

$250 Million – $500 Million

20%-30%

York

Pennsylvania

★★★★½

Journey Wealth Management

$500 Million – $1 Billion

20%-30%

Cleveland

Ohio

★★★★½

$250 Million – $500 Million

Boston

Massachusetts

★★★★½

Summit Global Investments

$1 Billion – $5 Billion

10%-20%

Bountiful

Utah

★★★★½

Alliance Advisory & Securities

$500 Million – $1 Billion

20%-30%

Westlake Village

California

★★★★½

New Horizon Financial Strategies

up to $100 Million

Ithaca

New York

★★★★½

Princeton Global Asset Management

$500 Million – $1 Billion

20%-30%

Princeton

New Jersey

★★★★½

CBIZ Investment Advisory Services

$5 Billion – $10 Billion

30%-40%

Cleveland

Ohio

★★★★½

up to $100 Million

Louisville

Colorado

★★★★½

H&H Retirement Design and Management, Inc.

up to $100 Million

10%-20%

Las Vegas

Nevada

★★★★½

up to $100 Million

5%-10%

Altamonte Springs

Florida

★★★★½

$250 Million – $500 Million

30%-40%

Vestal

New York

★★★★½

Ally Invest Advisors Inc.

$1 Billion – $5 Billion

40%-50%

Charlotte

North Carolina

★★★★½

$500 Million – $1 Billion

Overland Park

Kansas

★★★★½

The Patriot Financial Group

$1 Billion – $5 Billion

40%-50%

Walpole

Massachusetts

★★★★½

over $10 Billion

30%-40%

Chicago

Illinois

★★★★½

$500 Million – $1 Billion

30%-40%

Melville

New York

★★★★½

$1 Billion – $5 Billion

40%-50%

Bethesda

Maryland

★★★★½

up to $100 Million

Pleasanton

California

★★★★½

$500 Million – $1 Billion

20%-30%

Wyoming

Michigan

★★★★½

up to $100 Million

McLean

Virginia

★★★★½

$500 Million – $1 Billion

20%-30%

Burlington

Vermont

★★★★½

Emergent Financial Services

$1 Billion – $5 Billion

upto 5%

Charlottesville

Virginia

★★★★½

Concentrum Wealth Management

$500 Million – $1 Billion

30%-40%

San Jose

California

★★★★½

Orion Portfolio Solutions

over $10 Billion

40%-50%

Omaha

Nebraska

★★★★½

$250 Million – $500 Million

Denver

Colorado

★★★★½

$250 Million – $500 Million

20%-30%

Middlebury

Vermont

★★★★½

up to $100 Million

30%-40%

New York

New York

★★★★½

$250 Million – $500 Million

10%-20%

Greenville

South Carolina

★★★★½

$500 Million – $1 Billion

30%-40%

Akron

Ohio

★★★★½

$250 Million – $500 Million

20%-30%

Atlanta

Georgia

★★★★½

Legacy Capital Wealth Partners

$1 Billion – $5 Billion

30%-40%

Little Rock

Arkansas

★★★★½

$1 Billion – $5 Billion

20%-30%

Woodland Hills

California

★★★★½

Alera Investment Advisors

$1 Billion – $5 Billion

30%-40%

Deerfield

Illinois

★★★★½

$250 Million – $500 Million

Pepper Pike

Ohio

★★★★½

Wellspring Financial Advisors

$1 Billion – $5 Billion

20%-30%

Cleveland

Ohio

★★★★½

up to $100 Million

20%-30%

Corning

New York

★★★★½

Global Strategic Investment Solutions

$1 Billion – $5 Billion

30%-40%

Scottsdale

Arizona

★★★★½

$500 Million – $1 Billion

10%-20%

Safety Harbor

Florida

★★★★½

$1 Billion – $5 Billion

40%-50%

San Francisco

California

★★★★½

Keener Financial Planning

$250 Million – $500 Million

10%-20%

Keller

Texas

★★★★½

$1 Billion – $5 Billion

New York

New York

★★★★½

$500 Million – $1 Billion

10%-20%

Springfield

Illinois

★★★★½

up to $100 Million

Newport Beach

California

★★★★½

up to $100 Million

upto 5%

Lake Forest Park

Washington

★★★★½

over $10 Billion

20%-30%

Plano

Texas

★★★★½

Global Retirement Partners

over $10 Billion

20%-30%

San Rafael

California

★★★★½

$250 Million – $500 Million

30%-40%

Binghamton

New York

★★★★½

$1 Billion – $5 Billion

30%-40%

Vestavia Hills

Alabama

★★★★½

$5 Billion – $10 Billion

Las Vegas

Nevada

★★★★½

$1 Billion – $5 Billion

20%-30%

Boston

Massachusetts

★★★★½

$1 Billion – $5 Billion

20%-30%

Hurst

Texas

★★★★½

$1 Billion – $5 Billion

10%-20%

Chicago

Illinois

★★★★½

$1 Billion – $5 Billion

20%-30%

Bethesda

Maryland

★★★★½

$500 Million – $1 Billion

20%-30%

Indianapolis

Indiana

★★★★½

$500 Million – $1 Billion

20%-30%

Columbus

Ohio

★★★★½

Bryn Mawr Capital Management

$1 Billion – $5 Billion

30%-40%

Philadelphia

Pennsylvania

★★★★½

over $10 Billion

Washington

District of Columbia

★★★★½

$1 Billion – $5 Billion

Denver

Colorado

★★★★½

$5 Billion – $10 Billion

30%-40%

Westlake Village

California

★★★★½

Imperial Capital Partners

$5 Billion – $10 Billion

Hollywood

Florida

★★★★½

$1 Billion – $5 Billion

30%-40%

Scottsdale

Arizona

★★★★½

Foster Victor Wealth Advisors

$1 Billion – $5 Billion

30%-40%

Greenville

South Carolina

★★★★½

$250 Million – $500 Million

Wayzata

Minnesota

★★★★½

Asset Strategy Consultants

$5 Billion – $10 Billion

Hunt Valley

Maryland

★★★★½

North Berkeley Wealth Management

$500 Million – $1 Billion

10%-20%

Berkeley

California

★★★★½

up to $100 Million

New York

New York

★★★★½

$500 Million – $1 Billion

10%-20%

Marblehead

Massachusetts

★★★★½

$250 Million – $500 Million

10%-20%

Orem

Utah

★★★★½

Navigate Wealth Management

$250 Million – $500 Million

10%-20%

Birmingham

Alabama

★★★★½

Professional Financial Advisors

$250 Million – $500 Million

20%-30%

North Platte

Nebraska

★★★★½

Element Pointe Family Office

$500 Million – $1 Billion

10%-20%

Miami

Florida

★★★★½

$500 Million – $1 Billion

10%-20%

North Miami Beach

Florida

★★★★½

Dougherty Wealth Advisers

$250 Million – $500 Million

20%-30%

Wayzata

Minnesota

★★★★½

$250 Million – $500 Million

20%-30%

Bellevue

Washington

★★★★½

Magnolia Capital Advisors

$1 Billion – $5 Billion

20%-30%

Jackson

Mississippi

★★★★½

Seaview Investment Managers

$1 Billion – $5 Billion

20%-30%

Coral Gables

Florida

★★★★½

$500 Million – $1 Billion

20%-30%

Topeka

Kansas

★★★★½

$5 Billion – $10 Billion

30%-40%

Fairhope

Alabama

★★★★½

Ulrich Investment Consultants

$1 Billion – $5 Billion

20%-30%

Albuquerque

New Mexico

★★★★½

up to $100 Million

20%-30%

Portland

Oregon

★★★★½

over $10 Billion

40%-50%

Folsom

California

★★★★½

Lawson Kroeker Investment Management

$500 Million – $1 Billion

10%-20%

Omaha

Nebraska

★★★★½

Sherwood Financial Partners

$250 Million – $500 Million

Westlake Village

California

★★★★½

$500 Million – $1 Billion

40%-50%

San Clemente

California

★★★★½

Advisors Capital Management

$5 Billion – $10 Billion

20%-30%

Ridgewood

New Jersey

★★★★½

$250 Million – $500 Million

Dallas

Texas

★★★★½

$1 Billion – $5 Billion

20%-30%

Phoenix

Arizona

★★★★½

$5 Billion – $10 Billion

20%-30%

Lake Oswego

Oregon

★★★★½

$250 Million – $500 Million

10%-20%

Hudson

Ohio

★★★★½

$1 Billion – $5 Billion

30%-40%

New York

New York

★★★★½

$500 Million – $1 Billion

20%-30%

Woodland Hills

California

★★★★½

$250 Million – $500 Million

upto 5%

Harrisburg

Pennsylvania

★★★★½

Clear Investment Research

$5 Billion – $10 Billion

5%-10%

Alpharetta

Georgia

★★★★½

up to $100 Million

30%-40%

Basking Ridge

New Jersey

★★★★½

$1 Billion – $5 Billion

10%-20%

Seattle

Washington

★★★★½

$1 Billion – $5 Billion

30%-40%

Wilmington

Delaware

★★★★½

$1 Billion – $5 Billion

10%-20%

San Francisco

California

★★★★½

$1 Billion – $5 Billion

10%-20%

Portland

Oregon

★★★★½

up to $100 Million

20%-30%

New York

New York

★★★★½

$250 Million – $500 Million

20%-30%

Atlanta

Georgia

★★★★½

Marshall & Sterling Wealth Advisors

$500 Million – $1 Billion

40%-50%

Poughkeepsie

New York

★★★★½

$5 Billion – $10 Billion

30%-40%

Omaha

Nebraska

★★★★½

$250 Million – $500 Million

20%-30%

Fort Worth

Texas

★★★★½

$500 Million – $1 Billion

20%-30%

Indianapolis

Indiana

★★★★½

$250 Million – $500 Million

20%-30%

Dallas

Texas

★★★★½

$250 Million – $500 Million

20%-30%

Lincoln

Nebraska

★★★★½

$500 Million – $1 Billion

20%-30%

Brentwood

Tennessee

★★★★½

$500 Million – $1 Billion

20%-30%

Geneva

Illinois

★★★★½

Mission Creek Capital Partners

$500 Million – $1 Billion

20%-30%

San Francisco

California

★★★★½

Centerpoint Advisory Group

up to $100 Million

Overland Park

Kansas

★★★★½

$1 Billion – $5 Billion

10%-20%

Philadelphia

Pennsylvania

★★★★½

$250 Million – $500 Million

10%-20%

Northbrook

Illinois

★★★★½

over $10 Billion

30%-40%

New York

New York

★★★★½

Core Capital Management & Research

$1 Billion – $5 Billion

40%-50%

Houston

Texas

★★★★½

$500 Million – $1 Billion

20%-30%

Waverly

Iowa

★★★★½

$250 Million – $500 Million

30%-40%

Lexington

Kentucky

★★★★½

Hollander Asset Management

$500 Million – $1 Billion

5%-10%

Miami

Florida

★★★★½

$1 Billion – $5 Billion

30%-40%

Clearwater

Florida

★★★★½

$5 Billion – $10 Billion

10%-20%

Milwaukee

Wisconsin

★★★★½

$250 Million – $500 Million

San Diego

California

★★★★½

$500 Million – $1 Billion

20%-30%

Wilmington

Delaware

★★★★½

Rockwood Wealth Management

$1 Billion – $5 Billion

20%-30%

New Hope

Pennsylvania

★★★★½

$500 Million – $1 Billion

Glastonbury

Connecticut

★★★★½

$1 Billion – $5 Billion

20%-30%

Miami

Florida

★★★★½

up to $100 Million

New York

New York

★★★★½

The Retirement Planning Group

$1 Billion – $5 Billion

20%-30%

Leawood

Kansas

★★★★½

up to $100 Million

Midvale

Utah

★★★★½

$1 Billion – $5 Billion

10%-20%

Buffalo

New York

★★★★½

$250 Million – $500 Million

10%-20%

King of Prussia

Pennsylvania

★★★★½

Revisor Wealth Management

$1 Billion – $5 Billion

Akron

Ohio

★★★★½

$1 Billion – $5 Billion

10%-20%

New York

New York

★★★★½

Venturi Wealth Management

$1 Billion – $5 Billion

10%-20%

Austin

Texas

★★★★½

Fort Point Capital Partners

$1 Billion – $5 Billion

10%-20%

San Francisco

California

★★★★½

Talson Capital Management

$500 Million – $1 Billion

5%-10%

Darien

Connecticut

★★★★½

Arta Finance Wealth Management

up to $100 Million

Mountain View

California

★★★★½

$5 Billion – $10 Billion

20%-30%

New York

New York

★★★★½

$1 Billion – $5 Billion

20%-30%

Pasadena

California

★★★★½

$250 Million – $500 Million

20%-30%

Columbia

South Carolina

★★★★½

$250 Million – $500 Million

20%-30%

Maspeth

New York

★★★★½

$5 Billion – $10 Billion

10%-20%

Salt Lake City

Utah

★★★★½

$500 Million – $1 Billion

20%-30%

Carlsbad

California

★★★★½

Scissortail Wealth Management

$250 Million – $500 Million

20%-30%

Tulsa

Oklahoma

★★★★½

$1 Billion – $5 Billion

30%-40%

Miami

Florida

★★★★½

$250 Million – $500 Million

20%-30%

Woburn

Massachusetts

★★★★½

Champlain Investment Partners

over $10 Billion

10%-20%

Burlington

Vermont

★★★★½

$500 Million – $1 Billion

20%-30%

College Station

Texas

★★★★½

Clear Haven Capital Management

$250 Million – $500 Million

40%-50%

New York

New York

★★★★½

$500 Million – $1 Billion

20%-30%

Littleton

Colorado

★★★★½

$250 Million – $500 Million

20%-30%

McLean

Virginia

★★★★½

Empirical Wealth Management

$5 Billion – $10 Billion

20%-30%

Seattle

Washington

★★★★½

$1 Billion – $5 Billion

30%-40%

San Antonio

Texas

★★★★½

Two West Capital Advisors

$1 Billion – $5 Billion

10%-20%

Overland Park

Kansas

★★★★½

Lake Street Private Wealth

$500 Million – $1 Billion

20%-30%

Chicago

Illinois

★★★★½

$500 Million – $1 Billion

20%-30%

New York

New York

★★★★½

Traynor Capital Management

$1 Billion – $5 Billion

30%-40%

Malvern

Pennsylvania

★★★★½

up to $100 Million

30%-40%

Pleasanton

California

★★★★½

over $10 Billion

10%-20%

Seattle

Washington

★★★★½

Suncoast Equity Management

$1 Billion – $5 Billion

20%-30%

Tampa

Florida

★★★★½

$250 Million – $500 Million

Valencia

California

★★★★½

$1 Billion – $5 Billion

20%-30%

Red Bank

New Jersey

★★★★½

$250 Million – $500 Million

Detroit

Michigan

★★★★½

Cary Street Partners Investment Advisory

$5 Billion – $10 Billion

30%-40%

Richmond

Virginia

★★★★½

up to $100 Million

10%-20%

Melville

New York

★★★★½

Palo Alto Wealth Advisors

$500 Million – $1 Billion

20%-30%

Palo Alto

California

★★★★½

up to $100 Million

Salt Lake City

Utah

★★★★½

$500 Million – $1 Billion

10%-20%

Sioux Falls

South Dakota

★★★★½

$1 Billion – $5 Billion

30%-40%

New York

New York

★★★★½

Paradigm Wealth Management

$250 Million – $500 Million

10%-20%

Westlake

Ohio

★★★★½

Financial Advisors Network

$500 Million – $1 Billion

20%-30%

Tustin

California

★★★★½

Principle Wealth Partners

$1 Billion – $5 Billion

20%-30%

Madison

Connecticut

★★★★½

$1 Billion – $5 Billion

30%-40%

Chicago

Illinois

★★★★½

Intellicents Investment Solutions Inc.

$5 Billion – $10 Billion

5%-10%

Albert Lea

Minnesota

★★★★½

$250 Million – $500 Million

20%-30%

Hingham

Massachusetts

★★★★½

over $10 Billion

Los Angeles

California

★★★★½

$500 Million – $1 Billion

20%-30%

Braintree

Massachusetts

★★★★½

Flourish Wealth Management

$250 Million – $500 Million

20%-30%

Edina

Minnesota

★★★★½

Sentinel Pension Advisors Inc.

$5 Billion – $10 Billion

10%-20%

Wakefield

Massachusetts

★★★★½

Tandem Investment Advisors Inc.

$1 Billion – $5 Billion

40%-50%

Charleston

South Carolina

★★★★½

$250 Million – $500 Million

10%-20%

San Antonio

Texas

★★★★½

Mountain Capital Investment Advisors Inc.

$500 Million – $1 Billion

20%-30%

Westminster

Colorado

★★★★½

Chicago Partners Investment Group

$1 Billion – $5 Billion

20%-30%

Chicago

Illinois

★★★★½

$1 Billion – $5 Billion

20%-30%

Troy

New York

★★★★½

$500 Million – $1 Billion

Birmingham

Alabama

★★★★½

Adaptive Financial Consulting

$250 Million – $500 Million

20%-30%

Beachwood

Ohio

★★★★½

$250 Million – $500 Million

10%-20%

Knoxville

Tennessee

★★★★½

$1 Billion – $5 Billion

20%-30%

Bellevue

Washington

★★★★½

$1 Billion – $5 Billion

40%-50%

Northbrook

Illinois

★★★★½

up to $100 Million

Menlo Park

California

★★★★½

$500 Million – $1 Billion

20%-30%

Wilton

Connecticut

★★★★½

Amicus Financial Advisors

$250 Million – $500 Million

20%-30%

Lubbock

Texas

★★★★½

Paces Ferry Wealth Advisors

$250 Million – $500 Million

10%-20%

Atlanta

Georgia

★★★★½

up to $100 Million

20%-30%

Buffalo Grove

Illinois

★★★★½

$5 Billion – $10 Billion

50%-60%

Naples

Florida

★★★★½

Tradition Wealth Management

$1 Billion – $5 Billion

20%-30%

Edina

Minnesota

★★★★½

$1 Billion – $5 Billion

5%-10%

Miami

Florida

★★★★½

$1 Billion – $5 Billion

20%-30%

Miami

Florida

★★★★½

WealthEdge Investment Advisors

$250 Million – $500 Million

10%-20%

New York

New York

★★★★½

$1 Billion – $5 Billion

20%-30%

Los Angeles

California

★★★★½

$5 Billion – $10 Billion

Austin

Texas

★★★★½

up to $100 Million

Rochester

New York

★★★★½

Montrose Advisors Incorporated

$250 Million – $500 Million

20%-30%

New York

New York

★★★★½

Bancolombia Capital Advisers

up to $100 Million

Miami

Florida

★★★★½

$250 Million – $500 Million

20%-30%

Glen Allen

Virginia

★★★★½

$500 Million – $1 Billion

20%-30%

Denver

Colorado

★★★★½

Red Door Wealth Management

$1 Billion – $5 Billion

30%-40%

Memphis

Tennessee

★★★★½

$1 Billion – $5 Billion

20%-30%

Houston

Texas

★★★★½

$250 Million – $500 Million

20%-30%

Appleton

Wisconsin

★★★★½

JCP Investment Management

up to $100 Million

10%-20%

Houston

Texas

★★★★½

$500 Million – $1 Billion

20%-30%

Redmond

Washington

★★★★½

$500 Million – $1 Billion

20%-30%

Mesa

Arizona

★★★★½

$500 Million – $1 Billion

10%-20%

Farmington

Connecticut

★★★★½

Sovereign Financial Group

$500 Million – $1 Billion

20%-30%

Stamford

Connecticut

★★★★½

$1 Billion – $5 Billion

20%-30%

Woodland Hills

California

★★★★½

$1 Billion – $5 Billion

10%-20%

Vancouver

Washington

★★★★½

BCS Private Wealth Management

$250 Million – $500 Million

20%-30%

Rumson

New Jersey

★★★★½

Weinberger Asset Management

$250 Million – $500 Million

20%-30%

Los Angeles

California

★★★★½

$250 Million – $500 Million

Grand Rapids

Michigan

★★★★½

$1 Billion – $5 Billion

Milwaukee

Wisconsin

★★★★½

$1 Billion – $5 Billion

20%-30%

Chicago

Illinois

★★★★½

U.S. Capital Wealth Advisors

$5 Billion – $10 Billion

30%-40%

Houston

Texas

★★★★½

$250 Million – $500 Million

10%-20%

San Francisco

California

★★★★½

$5 Billion – $10 Billion

10%-20%

Boston

Massachusetts

★★★★½

United Financial Planning Group

up to $100 Million

20%-30%

Hauppauge

New York

★★★★½

$500 Million – $1 Billion

20%-30%

Encino

California

★★★★½

Capital Management Associates Inc.

$1 Billion – $5 Billion

10%-20%

Minneapolis

Minnesota

★★★★½

$250 Million – $500 Million

20%-30%

Arlington

Virginia

★★★★½

up to $100 Million

20%-30%

Sioux Falls

South Dakota

★★★★½

$500 Million – $1 Billion

Paramus

New Jersey

★★★★½

up to $100 Million

Plainsboro

New Jersey

★★★★½

Adamo Capital Family Office

$1 Billion – $5 Billion

Miami

Florida

★★★★½

Henrickson Nauta Wealth Advisors

$500 Million – $1 Billion

20%-30%

Belmont

Michigan

★★★★½

$250 Million – $500 Million

10%-20%

Reston

Virginia

★★★★½

Knightsbridge Asset Management

$500 Million – $1 Billion

30%-40%

Newport Beach

California

★★★★½

$1 Billion – $5 Billion

10%-20%

St. Louis

Missouri

★★★★½

Life Line Wealth Management

$250 Million – $500 Million

20%-30%

Beverly Hills

California

★★★★½

$1 Billion – $5 Billion

20%-30%

Cleveland

Ohio

★★★★½

$250 Million – $500 Million

20%-30%

Winter Park

Florida

★★★★½

up to $100 Million

San Diego

California

★★★★½

$500 Million – $1 Billion

New York

New York

★★★★½

$250 Million – $500 Million

30%-40%

Fort Wayne

Indiana

★★★★½

$250 Million – $500 Million

upto 5%

Rockledge

Florida

★★★★½

up to $100 Million

10%-20%

Tucson

Arizona

★★★★½

Spectrum Investment Advisors

$500 Million – $1 Billion

20%-30%

Mequon

Wisconsin

★★★★½

Benjamin F. Edwards Wealth Management

$500 Million – $1 Billion

20%-30%

St. Louis

Missouri

★★★★½

Carnegie Wealth Management

$250 Million – $500 Million

20%-30%

Berwyn

Pennsylvania

★★★★½

Consolidated Portfolio Review Corp

$500 Million – $1 Billion

30%-40%

Woodbury

New York

★★★★½

$250 Million – $500 Million

10%-20%

Tiburon

California

★★★★½

Iron Gate Global Advisors

$500 Million – $1 Billion

30%-40%

North Salt Lake

Utah

★★★★½

$250 Million – $500 Million

20%-30%

Wakefield

Massachusetts

★★★★½

Morling Financial Advisors

$500 Million – $1 Billion

20%-30%

Fremont

California

★★★★½

$1 Billion – $5 Billion

20%-30%

Atlanta

Georgia

★★★★½

Wright Investors Service Inc.

$1 Billion – $5 Billion

upto 5%

Shelton

Connecticut

★★★★½

Archer Investment Corporation

$500 Million – $1 Billion

10%-20%

Carmel

Indiana

★★★★½

Bright Futures Wealth Management

$250 Million – $500 Million

20%-30%

Webster

New York

★★★★½

$1 Billion – $5 Billion

20%-30%

Seattle

Washington

★★★★½

$1 Billion – $5 Billion

20%-30%

Chicago

Illinois

★★★★½

$500 Million – $1 Billion

10%-20%

Braintree

Massachusetts

★★★★½

Elwood & Goetz Wealth Advisory Group

$500 Million – $1 Billion

20%-30%

Athens

Georgia

★★★★½

Ironbridge Private Wealth

up to $100 Million

10%-20%

Austin

Texas

★★★★½

$5 Billion – $10 Billion

20%-30%

San Diego

California

★★★★½

$500 Million – $1 Billion

10%-20%

Hingham

Massachusetts

★★★★½

LifeInvest Wealth Management

$250 Million – $500 Million

upto 5%

Miami

Florida

★★★★½

Piedmont Capital Management

$250 Million – $500 Million

20%-30%

Greensboro

North Carolina

★★★★½

$250 Million – $500 Million

20%-30%

Charlotte

North Carolina

★★★★½

$1 Billion – $5 Billion

San Francisco

California

★★★★½

$1 Billion – $5 Billion

10%-20%

San Francisco

California

★★★★½

Highland Financial Advisors

$250 Million – $500 Million

10%-20%

Wayne

New Jersey

★★★★½

$250 Million – $500 Million

10%-20%

Lake Oswego

Oregon

★★★★½

Oakridge Management Group

$1 Billion – $5 Billion

Darien

Connecticut

★★★★½

$1 Billion – $5 Billion

30%-40%

Lehi

Utah

★★★★½

$1 Billion – $5 Billion

20%-30%

Menlo Park

California

★★★★½

$250 Million – $500 Million

10%-20%

Coral Gables

Florida

★★★★½

$1 Billion – $5 Billion

20%-30%

Oklahoma City

Oklahoma

★★★★½

over $10 Billion

20%-30%

Omaha

Nebraska

★★★★½

Choate Investment Advisors

$5 Billion – $10 Billion

10%-20%

Boston

Massachusetts

★★★★½

Willis Johnson & Associates

$1 Billion – $5 Billion

20%-30%

Houston

Texas

★★★★½

Chequers Financial Management

$500 Million – $1 Billion

20%-30%

San Francisco

California

★★★★½

McQueen Financial Advisors II

over $10 Billion

20%-30%

Clawson

Michigan

★★★★½

Thurston Springer Advisors

$1 Billion – $5 Billion

10%-20%

Indianapolis

Indiana

★★★★½

$250 Million – $500 Million

Chicago

Illinois

★★★★

Jacobson & Schmitt Advisors

$250 Million – $500 Million

10%-20%

Middleton

Wisconsin

★★★★

$500 Million – $1 Billion

30%-40%

Knoxville

Tennessee

★★★★

$1 Billion – $5 Billion

20%-30%

Cedar Rapids

Iowa

★★★★

up to $100 Million

10%-20%

Montclair

New Jersey

★★★★

$1 Billion – $5 Billion

20%-30%

Atlanta

Georgia

★★★★

$250 Million – $500 Million

20%-30%

Chicago

Illinois

★★★★

Endowment Wealth Management

$250 Million – $500 Million

10%-20%

Appleton

Wisconsin

★★★★

Oakwell Private Wealth Management

$250 Million – $500 Million

20%-30%

Austin

Texas

★★★★

$1 Billion – $5 Billion

30%-40%

Portland

Oregon

★★★★

Harbor Advisory Corporation

$250 Million – $500 Million

20%-30%

Portsmouth

New Hampshire

★★★★

$1 Billion – $5 Billion

20%-30%

Denver

Colorado

★★★★

Advocacy Wealth Management

$1 Billion – $5 Billion

20%-30%

Atlanta

Georgia

★★★★

up to $100 Million

Rancho Santa Fe

California

★★★★

$1 Billion – $5 Billion

10%-20%

Rochester

New York

★★★★

$250 Million – $500 Million

10%-20%

Akron

Ohio

★★★★

$500 Million – $1 Billion

30%-40%

Springfield

Illinois

★★★★

$500 Million – $1 Billion

20%-30%

Grand Rapids

Michigan

★★★★

$250 Million – $500 Million

10%-20%

Boulder

Colorado

★★★★

$5 Billion – $10 Billion

20%-30%

San Francisco

California

★★★★

up to $100 Million

Bloomington

Minnesota

★★★★

Olympus Wealth Management

$500 Million – $1 Billion

30%-40%

Cottonwood Heights

Utah

★★★★

Golden Reserve Retirement

up to $100 Million

Dublin

Ohio

★★★★

Madrona Financial Services

$250 Million – $500 Million

10%-20%

Everett

Washington

★★★★

Strategic Investment Advisors

$500 Million – $1 Billion

30%-40%

Livonia

Michigan

★★★★

MD Financial / Vestment Financial

up to $100 Million

30%-40%

Chanhassen

Minnesota

★★★★

$500 Million – $1 Billion

10%-20%

Towson

Maryland

★★★★

$1 Billion – $5 Billion

30%-40%

Sandy

Utah

★★★★

Sandbox Financial Partners

$250 Million – $500 Million

30%-40%

Bethesda

Maryland

★★★★

Global Financial Private Client

$500 Million – $1 Billion

10%-20%

Sarasota

Florida

★★★★

Credit Capital Investments

up to $100 Million

upto 5%

Livingston

New Jersey

★★★★

Intrepid Capital Management

$500 Million – $1 Billion

5%-10%

Jacksonville Beach

Florida

★★★★

$250 Million – $500 Million

20%-30%

Mequon

Wisconsin

★★★★

$500 Million – $1 Billion

5%-10%

Milwaukee

Wisconsin

★★★★

Halter Ferguson Financial

$250 Million – $500 Million

20%-30%

Carmel

Indiana

★★★★

$1 Billion – $5 Billion

20%-30%

McLean

Virginia

★★★★

$250 Million – $500 Million

10%-20%

New Orleans

Louisiana

★★★★

$1 Billion – $5 Billion

10%-20%

Bethesda

Maryland

★★★★

Campbell Wealth Management

$1 Billion – $5 Billion

20%-30%

Alexandria

Virginia

★★★★

$250 Million – $500 Million

20%-30%

Madison

Wisconsin

★★★★

Aljian Capital Management

$250 Million – $500 Million

20%-30%

Carson City

Nevada

★★★★

Carbon Collective Investing

up to $100 Million

Oakland

California

★★★★

$500 Million – $1 Billion

20%-30%

Columbus

Ohio

★★★★

$1 Billion – $5 Billion

20%-30%

Austin

Texas

★★★★

$1 Billion – $5 Billion

5%-10%

Indianapolis

Indiana

★★★★

$250 Million – $500 Million

10%-20%

Columbus

Ohio

★★★★

$1 Billion – $5 Billion

10%-20%

Cincinnati

Ohio

★★★★

Requisite Capital Management

$1 Billion – $5 Billion

10%-20%

Dallas

Texas

★★★★

$250 Million – $500 Million

20%-30%

Gainesville

Virginia

★★★★

$500 Million – $1 Billion

Scottsdale

Arizona

★★★★

up to $100 Million

Atlanta

Georgia

★★★★

Bay Colony Advisory Group

$1 Billion – $5 Billion

20%-30%

Concord

Massachusetts

★★★★

$250 Million – $500 Million

10%-20%

San Juan

Puerto Rico

★★★★

Windrock Wealth Management

$250 Million – $500 Million

20%-30%

Naperville

Illinois

★★★★

$250 Million – $500 Million

20%-30%

Waukesha

Wisconsin

★★★★

$500 Million – $1 Billion

10%-20%

Overland Park

Kansas

★★★★

$1 Billion – $5 Billion

10%-20%

Chicago

Illinois

★★★★

Knights of Columbus Asset Advisors

over $10 Billion

upto 5%

New Haven

Connecticut

★★★★

$500 Million – $1 Billion

10%-20%

Gilbert

Arizona

★★★★

up to $100 Million

Lakewood Ranch

Florida

★★★★

Sgroi Wealth Advisory Group

$500 Million – $1 Billion

20%-30%

West Seneca

New York

★★★★

Providence Capital Advisors

$500 Million – $1 Billion

20%-30%

Charlotte

North Carolina

★★★★

Sterling Wealth Management

$250 Million – $500 Million

20%-30%

Champaign

Illinois

★★★★

Benefit Financial Services Group

$1 Billion – $5 Billion

20%-30%

Irvine

California

★★★★

$250 Million – $500 Million

10%-20%

Covington

Louisiana

★★★★

$250 Million – $500 Million

10%-20%

Richmond

Virginia

★★★★

Potomac Fund Management, Inc.

$1 Billion – $5 Billion

50%-60%

Miami

Florida

★★★★

The Pinnacle Financial Group

$1 Billion – $5 Billion

20%-30%

Rockville Centre

New York

★★★★

Allium Financial Advisors

$500 Million – $1 Billion

20%-30%

Lake Oswego

Oregon

★★★★

Hixon Zuercher Capital Management

$250 Million – $500 Million

20%-30%

Findlay

Ohio

★★★★

Petra Financial Advisors Inc.

$250 Million – $500 Million

20%-30%

Colorado Springs

Colorado

★★★★

Meadow Creek Wealth Advisors

$500 Million – $1 Billion

20%-30%

Atlanta

Georgia

★★★★

$1 Billion – $5 Billion

20%-30%

Denver

Colorado

★★★★

$1 Billion – $5 Billion

10%-20%

Tupelo

Mississippi

★★★★

$5 Billion – $10 Billion

10%-20%

Towson

Maryland

★★★★

$1 Billion – $5 Billion

10%-20%

Salina

Kansas

★★★★

Fiduciary Financial Partners

up to $100 Million

10%-20%

Naperville

Illinois

★★★★

Cannon Financial Strategists

$1 Billion – $5 Billion

10%-20%

Athens

Georgia

★★★★

$250 Million – $500 Million

10%-20%

Scottsdale

Arizona

★★★★

Sendero Wealth Management

$5 Billion – $10 Billion

20%-30%

San Antonio

Texas

★★★★

Forvis Mazars Wealth Advisors

$5 Billion – $10 Billion

20%-30%

Springfield

Missouri

★★★★

up to $100 Million

Brooklyn

New York

★★★★

$500 Million – $1 Billion

20%-30%

Minneapolis

Minnesota

★★★★

$1 Billion – $5 Billion

10%-20%

Plymouth Meeting

Pennsylvania

★★★★

Traction Financial Partners

up to $100 Million

Encampment

Wyoming

★★★★

$250 Million – $500 Million

10%-20%

Chattanooga

Tennessee

★★★★

Empirical Asset Management

$250 Million – $500 Million

20%-30%

Wellesley

Massachusetts

★★★★

$1 Billion – $5 Billion

20%-30%

Atlanta

Georgia

★★★★

up to $100 Million

Bellevue

Washington

★★★★

Provenance Wealth Advisors

$1 Billion – $5 Billion

40%-50%

Fort Lauderdale

Florida

★★★★

Schechter Investment Advisors

$1 Billion – $5 Billion

30%-40%

Birmingham

Michigan

★★★★

Patton Albertson Miller Group

$1 Billion – $5 Billion

20%-30%

Chattanooga

Tennessee

★★★★

Morton Brown Family Wealth

$250 Million – $500 Million

20%-30%

Allentown

Pennsylvania

★★★★

Cypress Financial Planning

$250 Million – $500 Million

20%-30%

Haddon Heights

New Jersey

★★★★

Granite Bay Wealth Management

$250 Million – $500 Million

10%-20%

Portsmouth

New Hampshire

★★★★

$250 Million – $500 Million

20%-30%

Yuba City

California

★★★★

Grassi Investment Management

$1 Billion – $5 Billion

5%-10%

Santa Clara

California

★★★★

The Investment Counsel Company of Nevada

$1 Billion – $5 Billion

10%-20%

Las Vegas

Nevada

★★★★

O’Shaughnessy Asset Management

$5 Billion – $10 Billion

5%-10%

Stamford

Connecticut

★★★★

$500 Million – $1 Billion

10%-20%

Hudson

Ohio

★★★★

$250 Million – $500 Million

10%-20%

Bethlehem

Pennsylvania

★★★★

Elgethun Capital Management

$500 Million – $1 Billion

10%-20%

Sioux Falls

South Dakota

★★★★

$250 Million – $500 Million

10%-20%

Houston

Texas

★★★★

Stone House Investment Management

$500 Million – $1 Billion

20%-30%

Tunkhannock

Pennsylvania

★★★★

up to $100 Million

10%-20%

Alexandria

Virginia

★★★★

Founders Financial Alliance

$500 Million – $1 Billion

20%-30%

Raleigh

North Carolina

★★★★

$250 Million – $500 Million

10%-20%

Pittsford

New York

★★★★

Independent Advisor Alliance

over $10 Billion

20%-30%

Charlotte

North Carolina

★★★★

Charter Wealth Management

up to $100 Million

Raleigh

North Carolina

★★★★

$5 Billion – $10 Billion

10%-20%

Carmel

Indiana

★★★★

Marietta Wealth Management

$1 Billion – $5 Billion

10%-20%

Marietta

Georgia

★★★★

Seven Springs Wealth Group

$500 Million – $1 Billion

10%-20%

Brentwood

Tennessee

★★★★

Stewart Wealth Management

$250 Million – $500 Million

20%-30%

San Rafael

California

★★★★

$250 Million – $500 Million

10%-20%

Madison

Wisconsin

★★★★

up to $100 Million

New York

New York

★★★★

Penobscot Investment Management Company

$1 Billion – $5 Billion

10%-20%

Boston

Massachusetts

★★★★

O’Boyle Wealth Management

$250 Million – $500 Million

20%-30%

Beverly Hills

California

★★★★

Baker Avenue Asset Management

$1 Billion – $5 Billion

10%-20%

San Francisco

California

★★★★

Riverview Capital Advisers

$500 Million – $1 Billion

20%-30%

Boston

Massachusetts

★★★★

$5 Billion – $10 Billion

10%-20%

Avon

Colorado

★★★★

$500 Million – $1 Billion

20%-30%

Orem

Utah

★★★★

$1 Billion – $5 Billion

20%-30%

Eagle

Idaho

★★★★

$1 Billion – $5 Billion

30%-40%

New York

New York

★★★★

$500 Million – $1 Billion

10%-20%

Clarkston

Michigan

★★★★

Colton Groome Financial Advisors

$250 Million – $500 Million

20%-30%

Asheville

North Carolina

★★★★

$1 Billion – $5 Billion

20%-30%

San Francisco

California

★★★★

Trail Ridge Investment Advisors

up to $100 Million

10%-20%

Fort Collins

Colorado

★★★★

$250 Million – $500 Million

20%-30%

Atlanta

Georgia

★★★★

$250 Million – $500 Million

10%-20%

Santa Fe

New Mexico

★★★★

up to $100 Million

New York

New York

★★★★

Silverlake Wealth Management

$250 Million – $500 Million

20%-30%

Williston

Vermont

★★★★

$500 Million – $1 Billion

5%-10%

Havertown

Pennsylvania

★★★★

$1 Billion – $5 Billion

20%-30%

McLean

Virginia

★★★★

$250 Million – $500 Million

10%-20%

Nashville

Tennessee

★★★★

over $10 Billion

10%-20%

Aliso Viejo

California

★★★★

$250 Million – $500 Million

Miami

Florida

★★★★

$250 Million – $500 Million

20%-30%

Sarasota

Florida

★★★★

Investment Partners Asset Management

up to $100 Million

10%-20%

Metuchen

New Jersey

★★★★

Conrad Siegel Investment Advisors

$5 Billion – $10 Billion

5%-10%

Harrisburg

Pennsylvania

★★★★

$500 Million – $1 Billion

20%-30%

Logan

Utah

★★★★

Bridges Investment Management Inc.

$5 Billion – $10 Billion

10%-20%

Omaha

Nebraska

★★★★

Independent Wealth Network

$250 Million – $500 Million

10%-20%

Urbandale

Iowa

★★★★

up to $100 Million

upto 5%

Atlanta

Georgia

★★★★

Wealthcare Investment Partners

$500 Million – $1 Billion

30%-40%

Portsmouth

Rhode Island

★★★★

$500 Million – $1 Billion

20%-30%

Prospect

Kentucky

★★★★

$250 Million – $500 Million

10%-20%

El Segundo

California

★★★★

$500 Million – $1 Billion

10%-20%

Anchorage

Alaska

★★★★

StanCorp Investment Advisers

over $10 Billion

10%-20%

Portland

Oregon

★★★★

$1 Billion – $5 Billion

20%-30%

Boston

Massachusetts

★★★★

$500 Million – $1 Billion

10%-20%

Miami Beach

Florida

★★★★

Cassady Schiller Wealth Management

$500 Million – $1 Billion

10%-20%

Cincinnati

Ohio

★★★★

Frazier Financial Advisors

$500 Million – $1 Billion

10%-20%

Columbus

Ohio

★★★★

$1 Billion – $5 Billion

30%-40%

Auburn

Indiana

★★★★

Federmann Financial Advisors

up to $100 Million

10%-20%

Rocky Point

New York

★★★★

Millennium Advisory Services

$500 Million – $1 Billion

20%-30%

Glen Allen

Virginia

★★★★

$1 Billion – $5 Billion

20%-30%

West Des Moines

Iowa

★★★★

$250 Million – $500 Million

Holland

Michigan

★★★★

Kohmann Bosshard Financial Services

$500 Million – $1 Billion

20%-30%

Akron

Ohio

★★★★

up to $100 Million

Prospect

Kentucky

★★★★

up to $100 Million

10%-20%

Fort Worth

Texas

★★★★

$250 Million – $500 Million

Portsmouth

New Hampshire

★★★★

$500 Million – $1 Billion

10%-20%

New York

New York

★★★★

$500 Million – $1 Billion

10%-20%

Westborough

Massachusetts

★★★★

Collaborative Wealth Management

$250 Million – $500 Million

10%-20%

Lake Mary

Florida

★★★★

Fairbanks Capital Management

$250 Million – $500 Million

10%-20%

Rancho Santa Fe

California

★★★★

Evermay Wealth Management

$1 Billion – $5 Billion

10%-20%

Arlington

Virginia

★★★★

Baltimore-Washington Financial Advisors

$1 Billion – $5 Billion

20%-30%

Columbia

Maryland

★★★★

Mowery & Schoenfeld Wealth Management

$250 Million – $500 Million

Lincolnshire

Illinois

★★★★

Howard Financial Services

$1 Billion – $5 Billion

10%-20%

Dallas

Texas

★★★★

$1 Billion – $5 Billion

Charlotte

North Carolina

★★★★

$500 Million – $1 Billion

10%-20%

Lakeland

Florida

★★★★

Dock Street Asset Management, Inc.

$500 Million – $1 Billion

10%-20%

Palm Beach

Florida

★★★★

$250 Million – $500 Million

10%-20%

Portland

Oregon

★★★★

Carmichael Hill & Associates

$250 Million – $500 Million

10%-20%

Gaithersburg

Maryland

★★★★

$250 Million – $500 Million

10%-20%

Hobart

Wisconsin

★★★★

$5 Billion – $10 Billion

10%-20%

Bloomfield Hills

Michigan

★★★★

$500 Million – $1 Billion

10%-20%

San Francisco

California

★★★★

Iron Horse Wealth Management

$250 Million – $500 Million

20%-30%

Johnston

Iowa

★★★★

$1 Billion – $5 Billion

10%-20%

Salt Lake City

Utah

★★★★

Regent Peak Wealth Advisors

$500 Million – $1 Billion

20%-30%

Atlanta

Georgia

★★★★

Narwhal Capital Management

$1 Billion – $5 Billion

10%-20%

Marietta

Georgia

★★★★

Formidable Asset Management

$500 Million – $1 Billion

10%-20%

Cincinnati

Ohio

★★★★

$250 Million – $500 Million

20%-30%

Saint Francisville

Louisiana

★★★★

Private Wealth Asset Management

$1 Billion – $5 Billion

Omaha

Nebraska

★★★★

Broyhill Asset Management

up to $100 Million

Charlotte

North Carolina

★★★★

$1 Billion – $5 Billion

30%-40%

Chicago

Illinois

★★★★

$500 Million – $1 Billion

10%-20%

Denver

Colorado

★★★★

Laidlaw Wealth Management

$500 Million – $1 Billion

30%-40%

New York

New York

★★★★

$1 Billion – $5 Billion

20%-30%

El Segundo

California

★★★★

$500 Million – $1 Billion

10%-20%

New York

New York

★★★★

up to $100 Million

10%-20%

St. Louis

Missouri

★★★★

$1 Billion – $5 Billion

10%-20%

San Rafael

California

★★★★

Teamwork Financial Advisors

$500 Million – $1 Billion

30%-40%

San Antonio

Texas

★★★★

$250 Million – $500 Million

20%-30%

Denver

Colorado

★★★★

Allied Investment Advisors

$500 Million – $1 Billion

20%-30%

Billings

Montana

★★★★

Luken Investment Analytics

up to $100 Million

10%-20%

Brentwood

Tennessee

★★★★

$1 Billion – $5 Billion

10%-20%

New York

New York

★★★★

$500 Million – $1 Billion

20%-30%

Nashville

Tennessee

★★★★

Mengis Capital Management

$500 Million – $1 Billion

20%-30%

Portland

Oregon

★★★★

Grey Rock Asset Management

$250 Million – $500 Million

Dallas

Texas

★★★★

$500 Million – $1 Billion

10%-20%

San Francisco

California

★★★★

$1 Billion – $5 Billion

10%-20%

Sugar Land

Texas

★★★★

$1 Billion – $5 Billion

10%-20%

Parsippany

New Jersey

★★★★

$1 Billion – $5 Billion

10%-20%

Naples

Florida

★★★★

Quadcap Wealth Management

$500 Million – $1 Billion

10%-20%

Frisco

Texas

★★★★

Capitol Private Wealth Group

$250 Million – $500 Million

10%-20%

Vienna

Virginia

★★★★

Livelife Capital Partners

$250 Million – $500 Million

10%-20%

Southborough

Massachusetts

★★★★

$500 Million – $1 Billion

10%-20%

Wichita

Kansas

★★★★

$250 Million – $500 Million

20%-30%

Gig Harbor

Washington

★★★★

$5 Billion – $10 Billion

30%-40%

Alpharetta

Georgia

★★★★

$250 Million – $500 Million

20%-30%

Coatesville

Pennsylvania

★★★★

Lifestyle Asset Management

$250 Million – $500 Million

10%-20%

Friendswood

Texas

★★★★

$250 Million – $500 Million

20%-30%

Sacramento

California

★★★★

$500 Million – $1 Billion

20%-30%

Knoxville

Tennessee

★★★★

up to $100 Million

5%-10%

Richmond

Virginia

★★★★

$250 Million – $500 Million

10%-20%

Rancho Santa Fe

California

★★★★

Boulay Financial Advisors

$1 Billion – $5 Billion

20%-30%

Eden Prairie

Minnesota

★★★★

$1 Billion – $5 Billion

20%-30%

De Pere

Wisconsin

★★★★

Slavic Mutual Funds Management Corp.

$5 Billion – $10 Billion

5%-10%

Boca Raton

Florida

★★★★

$500 Million – $1 Billion

Tarrytown

New York

★★★★

American Capital Advisory

up to $100 Million

10%-20%

Ketchum

Idaho

★★★★

$500 Million – $1 Billion

20%-30%

San Francisco

California

★★★★

Shakespeare Wealth Management

$250 Million – $500 Million

10%-20%

Pewaukee

Wisconsin

★★★★

Legacy Financial Strategies

$500 Million – $1 Billion

10%-20%

Overland Park

Kansas

★★★★

over $10 Billion

20%-30%

Rockford

Illinois

★★★★

over $10 Billion

10%-20%

Beachwood

Ohio

★★★★

Laffer Tengler Investments

$250 Million – $500 Million

5%-10%

Nashville

Tennessee

★★★★

True Wealth Advisory Group

up to $100 Million

Miami

Florida

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