AUM per client for Supported firms serving clients in Illinois

Supported firms active in Illinois 394 firms

Very Low $140K-$370K

Low $370K-$640K

Typical $640K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.3M

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

Median: $840K

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Firm	AUM/client	AUM	Clients	HNW client %
Armstrong & Associates, Inc.	—	—	—	—
Blue Cedar Advisors LLC	—	$0	—	—
Cambier Capital, LLC	—	$0	—	—
Cruz Investments & Wealth Management	—	—	—	—
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
JMC Wealth	—	$0	—	—
Rail-Splitter Capital Management LLC	—	—	—	—
Rive Capital Advisors LLC	—	—	—	—
SCV Capital LLC	—	—	—	—
Swartz Wealth Management LLC	—	—	—	—
Tenet Wealth Partners, LLC	—	$220M	379	—
Tim Reeves & Associates	—	—	—	—
Wells Street Advisors, LLC	—	—	—	—
Grassland Capital, LLC	Very Low $80K	$80K	1	0%
M3Sixty Capital, LLC	Very Low $61K	$180K	3	0%
Ziv Investment Company	High $1.2M	$1.2M	1	100%
NorthPointe Financial Advisors LLC	—	—	5	0%
Optimized Capital LLC	Typical $780K	$3.9M	5	20%
Investment Consulting Services, LLC	—	—	6	100%
Retirement Planners, Inc.	—	—	3	0%
Investamily, LLC	Very Low $330K	$2.3M	7	57%
Rudwall Wealth Management LLC	Very High $2M	$21M	11	55%
Apis Financial Group, LLC	Low $510K	$4.1M	8	25%
Cannata & Company, LLC	—	—	8	0%
Ardor Investment Management Consulting	Very Low $210K	$1.9M	9	0%
JT Asset Allocation LLC	Very Low $320K	$2.9M	9	0%
Oak Mountain Advisors	Very High $3.6M	$36M	10	100%
Momentum Wealth Management	High $1.2M	$19M	16	56%
Benari Capital, LLC	High $1.5M	$16M	11	55%
Apex Quantitative Group, LLC	Very Low $280K	$1.7M	6	0%
Front Edge Capital Management, LLC	Very High $7M	$84M	12	100%
Grantd Wealth, Inc.	Very Low $180K	$3.3M	18	22%
Dakota Asset Management, LLC	High $1.2M	$16M	14	64%
Stevard LLC	Very High $3.1M	$43M	14	93%
Coral Reef Advisors LLC	Very High $5.3M	$80M	15	80%
Kai Wealth LLC	Very High $12M	$280M	23	74%
Stabile Investment Management	Very High $4.2M	$96M	23	83%
The Invictus Collective, LLC	Very High $29M	$470M	16	100%
Laureate Wealth Management, LLC	Very High $3.2M	$110M	34	100%
Dillow Wealth Management LLC	Very High $5.9M	$110M	18	78%
Kisher Capital, LLC	Very Low $200K	$5.3M	27	0%
Bull & Bear Advisors LLC	Typical $660K	$25M	37	38%
Asbury Research LLC	Low $580K	$11M	19	0%
Freund & Co Investment Advisors, L.C.	High $1.4M	$26M	19	63%
Vogel Consulting, LLC	—	—	19	0%
Aurelien Capital Partners	Typical $950K	$28M	29	59%
Legacy Financial Group	Typical $690K	$20M	29	34%
Simplified Wealth Management, LLC	Typical $800K	$23M	29	0%
J. Lyons Fund Management, Inc.	Very Low $260K	$5.1M	20	20%
Zephyr Capital LLC	Typical $900K	$9M	10	100%
HIP Investor, Inc.	Typical $690K	$21M	31	52%
Joselit Asset Management	Very High $2.8M	$62M	22	100%
Lestna Retirement, LLC	Very Low $130K	$2.9M	22	0%
RightWise Wealth	Very Low $220K	$7.8M	35	0%
Springtide Partners	Very High $1.9M	$45M	24	79%
Geneva Financial Group LLC	Very Low $270K	$6.9M	25	0%
Kuhn & Company Investment Counsel, LLC	Very High $2.5M	$120M	50	64%
Wall Street Capital Advisors, LLC	Very Low $140K	$3.5M	25	0%
Gatens Financial, LLC	High $1.6M	$41M	26	58%
Conifer Bay Capital LLC	Very High $3.3M	$89M	27	81%
Blackwatch Financial Group, LLC	Typical $1M	$28M	28	57%
Impact Financial	Typical $890K	$26M	29	34%
Longwall Family Office	Very High $9.1M	$400M	44	45%
Clearview Wealth Solutions, LLC	High $1.4M	$42M	30	47%
I2 I Analytics, LLC	Very High $3M	$90M	30	77%
Peak Wealth Planning, LLC	Very High $2.2M	$66M	30	47%
Wealth Strategies Counselors, Inc	Very Low $0	$0	30	27%
Millennial Wealth Advisors	Very High $2.3M	$71M	31	94%
Sankota Capital LLC	High $1.7M	$52M	31	90%
Western Pacific Wealth Management, LP	Very High $6.4M	$200M	32	53%
Ahlbeck Financial	Very Low $240K	$8M	33	24%
Kenney Investments Inc	Very High $9.9M	$330M	33	94%
Stapleton Asset Management, LLC	Typical $940K	$31M	33	79%
Bondurant Investment Advisory, LLC	Very High $2.1M	$110M	51	75%
Echelons Capital, LLC	Very High $4.6M	$160M	34	53%
CB3 Financial Group, Inc.	Typical $840K	$30M	35	29%
Vital Capital LLC	Typical $940K	$66M	71	21%
Wealth Management Services,LLC	Low $390K	$14M	36	33%
Evolve Wealth Advisors LP	Typical $930K	$51M	55	65%
Mulberry Capital Management LLC	Very High $1.9M	$70M	37	100%
RISE Investment Management, LLC	Typical $930K	$35M	37	54%
Eagle Point Capital LLC	Low $370K	$21M	56	34%
Park River Advisors	High $1.2M	$45M	38	39%
Tree City Investments, Inc.	High $1.1M	$43M	38	61%
McKenna Capital, Inc.	Very High $1.8M	$69M	39	59%
Signet Private Wealth, LLC	Very High $2.3M	$180M	78	47%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
Avocet Capital Management LLC	Very High $3.9M	$160M	40	93%
Firethorn Capital, LLC	High $1.1M	$44M	40	73%
Versatile Capital Management L.L.C.	Very High $3.1M	$130M	40	75%
Sound Asset Management, Inc.	Very High $2.7M	$110M	41	49%
Twombly Asset Management LLC	High $1.3M	$55M	41	68%
Windrock Wealth Management	Very High $4.4M	$360M	83	61%
Bridgford Wealth Advisory, LLC	Very Low $340K	$14M	42	26%
Composure Wealth Management, LLC	Very High $2M	$83M	42	48%
Passage Global Capital Management, LLC	Typical $830K	$53M	64	38%
Equilus Group Inc	Very Low $300K	$26M	86	15%
SeedSafe Financial LLC	High $1.5M	$130M	86	56%
Williams Capital Management Company	Very High $10M	$230M	22	100%
Buss Capital Management, LLC	Low $560K	$25M	45	13%
Legend Private Wealth, LLC	High $1.6M	$71M	45	67%
Lemme Investment Group, LLC	Typical $790K	$36M	45	18%
Tilden Loucks & Woodnorth LLC	Very High $2.1M	$93M	45	42%
Moonstone Asset Management, Inc.	High $1.1M	$75M	68	34%
The Hendrickson Advisory Group, Inc.	—	—	68	0%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Padden Financial Planning LLC	—	—	46	0%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
K2 Wealth Management LLC	Very High $1.7M	$120M	70	100%
Capital Management Group, Inc.	High $1.4M	$68M	47	53%
K&H Wealth Partners	Typical $890K	$63M	71	38%
The Inspired Network Wealth Advisory	Low $370K	$18M	48	0%
Ascension Financial	Typical $910K	$88M	97	26%
Highview Capital Management, LLC	Very High $4.2M	$410M	97	84%
Illuminate Wealth Management	Very High $2.3M	$170M	73	49%
Contour Financial	Typical $970K	$71M	74	0%
Open Door Investment Advisors, Inc.	Typical $740K	$37M	50	100%
South Bay Financial Partners	Very High $2.3M	$110M	50	54%
Sullivan Mermel, Inc.	—	—	50	80%
The Retirement Solutions Group	Low $470K	$35M	75	9%
Midway Capital Research & Management LLC	High $1.6M	$84M	51	57%
QVG, LLC	High $1.2M	$92M	77	52%
Schear Investment Advisers, LLC	Very High $2.9M	$220M	77	49%
Clement Street Capital LLC	Very High $2.7M	$140M	52	100%
Johnson Private Wealth Management, LLC	Typical $650K	$34M	52	33%
Steward Advisors, LLC	High $1.5M	$160M	104	48%
Gallatin Financial Advisors, LLC	Low $600K	$48M	79	82%
Thompson Capital Management, LLC	High $1.1M	$90M	80	86%
Hokin Investment Advisors Inc.	Typical $660K	$53M	81	32%
The Kalish Group	High $1.1M	$29M	27	33%
Journey Beyond Wealth	Very High $2.3M	$250M	109	47%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Virji Investments, Inc.	Low $580K	$34M	58	12%
103 Advisory Group	Very High $2.9M	$260M	89	45%
BJO Wealth Management LLC	Low $450K	$27M	60	100%
Lenity Financial, Inc.	High $1.4M	$86M	60	100%
Propel Financial Advisors, LLC	Low $440K	$53M	120	10%
Capital Management Consultants	High $1.2M	$76M	61	67%
Horizon Family Wealth, Inc.	Very High $3M	$280M	93	69%
J. Loyd Capital Management, LLC	Typical $650K	$40M	62	19%
Envision Financial LLC	Very High $2.8M	$350M	125	100%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Assured Advisory Group, LLC	Typical $840K	$81M	96	28%
The Change Advisory Group, LLC	High $1.2M	$75M	64	31%
Von Holt Financial Advisors, Inc.	High $1.7M	$110M	64	84%
Virtue Asset Management LLC	Very High $2.1M	$200M	97	79%
Cantlon Financial Planning LLC	High $1.3M	$130M	99	0%
Integrity Wealth Management, LLC	High $1.1M	$110M	99	32%
North South Capital, LLC	Very Low $230K	$31M	133	12%
Treetop Wealth Management, LLC	Very High $2.1M	$210M	100	50%
Aberle Investment Management LLC	High $1.2M	$77M	67	33%
Alo Financial Planning	Very High $1.8M	$120M	67	58%
Blankenship Financial Planning, Ltd.	Very Low $270K	$18M	67	6%
Toberman Becker Wealth, LLC	High $1.7M	$170M	102	64%
Stonebrook Capital Management, Inc.	Low $640K	$66M	104	15%
Pandora Wealth, Inc.	Very High $2.7M	$280M	105	81%
Trader Wealth Management, LLC	Typical $890K	$93M	105	47%
Forest Asset Management LLC	Very High $2.1M	$220M	106	52%
Joseph Wealth Management, LLC	Very Low $76K	$8.1M	106	2%
Guide Rock Capital Management, Inc.	Low $570K	$40M	71	30%
Rise Financial Partners	Low $400K	$57M	143	13%
Cypress Asset Management, Inc.	Very High $2M	$140M	72	53%
Slayton Lewis Inc	Very High $4.4M	$320M	72	82%
FMI Financial, Ltd.	High $1.2M	$84M	73	62%
Gerstemeier Financial Group,LLC	Very High $1.9M	$140M	73	59%
McLaughlin Asset Management, Inc.	High $1.5M	$170M	111	50%
Northwest Criterion Asset Management, L.L.C.	Typical $750K	$56M	74	42%
Paradigm Money Management, LLC	—	—	150	0%
Prism Planning Partners	High $1.6M	$240M	151	36%
Black Barn Financial, LLC	Typical $1.1M	$160M	152	41%
Fendz Asset Management, Inc.	Very Low $150K	$11M	76	24%
Trust Investment Advisors Wealth Management, LLC	Typical $910K	$34M	38	29%
Kadisak Financial Services, Inc.	Typical $850K	$65M	77	30%
One Wild Life Advisors LLC	Low $520K	$40M	77	25%
Black Elm Advisers, LLC	Very Low $140K	$17M	116	33%
Lakewood Asset Management, LLC	High $1.6M	$250M	155	45%
Lind Capital Partners	Very High $2.1M	$170M	78	100%
Rude Wealth Advisory	Very Low $330K	$52M	156	13%
Schlindwein Associates LLC	High $1.4M	$160M	118	37%
Alspaugh Wealth Management	Typical $710K	$56M	79	16%
Pensinger Financial, Inc.	Low $620K	$49M	79	10%
Greatdane Investment LLC	Low $400K	$32M	80	10%
Guardian Rock Wealth Investment Management, Inc.	Low $570K	$46M	80	50%
Seaport Research Partners LLC	—	—	40	0%
Servant Financial, Ltd.	Very High $1.8M	$73M	40	45%
Storehouse Wealth Management, LLC	Very Low $240K	$19M	80	23%
B & B Financial Planning Co., Inc.	Typical $770K	$93M	121	24%
BENCHMARK INVESTMENT ADVISORS LLC	Very High $2.1M	$260M	122	76%
F5 Financial Planning, L.L.C.	High $1.4M	$170M	123	54%
Von Haefen Financial Management	—	—	84	0%
Allstreet Wealth	Low $510K	$65M	128	35%
Patrick M. Sweeney & Associates, Inc	Very High $2.9M	$250M	86	64%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Estate & Trust Advisors	High $1.5M	$260M	175	20%
Dinergy	Very Low $330K	$29M	88	0%
Engage Wealth Group, LLC	High $1.3M	$110M	88	51%
Sound Wealth LLC	Typical $650K	$29M	44	23%
Klopp Investment Management LLC	Typical $1.1M	$95M	89	19%
Financial Design Studio, Inc.	Typical $780K	$110M	134	24%
Galaria Capital Management, LLC	Low $610K	$82M	134	15%
Alamar Capital Management, LLC	Very High $2.5M	$220M	90	84%
Gen Y Planning	Low $600K	$54M	90	12%
PurposePath Capital, LLC	Low $470K	$63M	135	14%
Macro Wealth Management, Inc.	Low $380K	$69M	181	35%
MPI Wealth Management LLC	Typical $930K	$130M	136	68%
Opus Financial Solutions LLC	High $1.1M	$150M	136	45%
RF&L Wealth Management, LLC	Very High $2.7M	$370M	136	57%
Ridgeline Private Wealth	Typical $930K	$170M	185	32%
Barzideh & Nadeau Wealth Management LLC	Typical $650K	$60M	93	38%
Certitude Advisors, LLC	Typical $920K	$86M	93	22%
Three Sixty Wealth Management, LLC	Typical $1M	$190M	186	29%
Patrick Mauro Investment Advisor, Inc.	High $1.5M	$210M	141	41%
Wakefield Asset Management, LLLP	High $1.7M	$320M	188	45%
Winslow Financial LLC	Low $520K	$98M	189	29%
Main Street Investment Advisors, LLC	Very High $1.7M	$250M	142	90%
Kenora Financial, LLC	High $1.2M	$230M	190	37%
Watershed Private Wealth	Very High $2.9M	$410M	143	55%
Bayworth Capital	Low $460K	$88M	192	27%
Pebble Valley Wealth Management	High $1.3M	$130M	97	42%
RWC for Life	Very Low $310K	$30M	97	10%
KDM Wealth Management Inc.	Typical $750K	$110M	149	25%
CJW Capital, LLC	Low $520K	$80M	153	25%
Cogent Strategic Wealth LLC	Very High $3.3M	$340M	102	72%
V2 Financial Group, LLC	Very High $1.7M	$350M	205	58%
Left Brain Wealth Management, LLC	High $1.6M	$320M	206	46%
Tower View Wealth Management LLC	High $1.5M	$300M	206	34%
Polaris Wealth Management, LLC	Very Low $45K	$7M	156	0%
Cedar Capital, LLC	Typical $890K	$93M	105	37%
Gunder Wealth Management, LLC	High $1.2M	$130M	105	76%
Mendel Money Management Inc.	High $1.5M	$310M	211	36%
Eagle Ridge Wealth Advisors	Typical $980K	$52M	53	62%
Midwest Investment and Retirement Management, Inc.	Very Low $320K	$35M	108	10%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Costello Financial Planning, Inc.	Very High $1.8M	$190M	109	37%
HK Private Client, LLC	Typical $810K	$88M	109	57%
Assetgrade, LLC	Very High $2M	$330M	165	56%
Detterbeck Wealth Management	High $1.7M	$280M	165	55%
Evansbrook Capital Management	Very High $2.1M	$230M	110	61%
Wavvest Wealth	Very Low $29K	$270M	137	0%
Madden Funds Management	High $1.3M	$220M	167	34%
Harbour Financial Resources, Ltd	High $1.6M	$180M	112	48%
Herr Capital Management LLC	Typical $650K	$72M	112	32%
Konza Global Wealth Group	High $1.1M	$130M	112	29%
Zimmerman Wealth Management, LLC	Very High $2.1M	$470M	225	96%
Brentview investment Management, LLC	Low $620K	$100M	169	100%
GPS Financial Group, LLC	Low $630K	$72M	114	32%
Mindful Wealth LLC	Very High $4M	$230M	57	100%
Womack Investment Advisers, Inc	Low $520K	$89M	171	16%
Atis, Inc	Low $420K	$96M	229	0%
New England Research & Management, Inc.	High $1.6M	$280M	172	44%
Tetley Investments, LLC	High $1.1M	$190M	172	69%
Succession Financial, Inc	High $1.2M	$210M	173	36%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
CMG Financial Consulting	High $1.3M	$150M	116	38%
Fortune Financial Group, Inc.	Typical $810K	$140M	174	29%
IRON Financial LLC	Very High $2M	$460M	232	47%
Delta Wealth Advisors LLC	Typical $830K	$150M	176	37%
Mirretti Perryman Wealth Strategies, LLC	Typical $1M	$180M	176	30%
Blue Bison Investments	Very Low $120K	$21M	177	2%
Forsythe Wealth Management, Inc.	Low $610K	$71M	118	20%
Kinnamon & Associates Ltd II	Typical $930K	$110M	118	4%
SC Wealth Advisors	Very Low $250K	$29M	118	34%
360 Ira	—	—	180	0%
Arbor Financial Services, LLC	Low $510K	$120M	240	16%
Shearwater Capital	Very High $2.3M	$420M	180	67%
Oak Wealth Advisors LLC	Very High $2M	$370M	182	63%
Core Capital Management and Research Inc.	Low $560K	$140M	244	68%
Baldwin Financial Advisors, LLC	Very Low $0	$0	247	2%
CTS Financial Planning, Inc.	High $1.3M	$310M	249	36%
The Nestegg Group, Inc.	Very High $1.8M	$330M	187	35%
Opulentia, LLC	Very Low $250K	$46M	188	13%
Antonelli Financial Advisors, LLC	High $1.2M	$230M	189	31%
The Planning Group	High $1.1M	$280M	252	24%
Titan Investment Management LLC	Low $450K	$120M	263	28%
Delta Wealth Solutions, LLC	Typical $680K	$91M	133	16%
Timpe & Timpe Financial Advisory Services, L.L.C.	Low $460K	$61M	133	29%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
CPA Advisory Services, P.C.	Low $560K	$76M	134	15%
Audible Wealth Management	Very Low $150K	$39M	269	3%
First Choice Financial Services LLC	—	—	269	0%
The Sherry Group, Inc.	Low $640K	$130M	203	19%
994 Group	High $1.2M	$240M	204	41%
Jordan Financial Life Planning	Low $520K	$110M	204	17%
Skrobonja Wealth Management, LLC	Very Low $220K	$46M	204	2%
Mindset Wealth Management, LLC	Typical $1.1M	$290M	274	69%
Bison Financial Group, LLC	Very Low $350K	$96M	275	15%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Lang & Becker, Inc.	Typical $890K	$120M	138	64%
Shinneman Wealth Group	Very Low $230K	$31M	139	0%
Parkview Asset Management, Inc.	High $1.2M	$170M	140	65%
Wall Investment Group, Inc.	Low $600K	$85M	140	20%
Wisdom Investments	Low $370K	$53M	141	30%
Unique Wealth Strategies	High $1.2M	$340M	285	34%
McDonnell Capital Management	Typical $1M	$140M	143	24%
Chicago Wealth Management, Inc.	High $1.2M	$350M	288	40%
Prairieview Wealth & Tax Advisors	Typical $720K	$210M	288	26%
Clearwealth	Very Low $310K	$44M	145	4%
Cenacle Capital Management, LLC	Very Low $270K	$20M	73	23%
Stone Island Financial Planning	Typical $910K	$130M	147	81%
HOLDER Wealth Management	Typical $960K	$280M	295	26%
Briggs Financial Inc.	Very Low $350K	$52M	148	9%
Plan2Thrive Financial	Low $580K	$130M	222	11%
ZHP Capital LLC	Low $460K	$34M	74	16%
Arlington Wealth Management	Typical $940K	$210M	224	26%
GA Pincus Funds, LLC	Low $410K	$62M	150	24%
Keating Investment Counselors Inc	Very High $1.7M	$260M	150	57%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Lakeshore Capital Group, Inc.	Typical $790K	$180M	230	21%
Griffin Financial Advisors, LLC	Low $420K	$66M	155	13%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Aquilant Advisors	Typical $880K	$280M	314	26%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
Stephen Smith Financial Inc.	Typical $810K	$130M	160	0%
Liberty Asset Management, Inc.	Typical $710K	$170M	243	16%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Barrett Wealth Connection LLC	Typical $870K	$140M	163	36%
Wealthspan Investment Management, LLC	Very Low $290K	$93M	326	8%
Lincolnbridge Financial Planning, LLC	Very Low $210K	$53M	246	22%
Benchmark Capital Group Ltd.	Typical $1M	$170M	166	32%
Merino Wealth Management	Low $560K	$47M	83	13%
Angell Capital Management, LLC	Low $630K	$110M	169	28%
Cambridge Capital Management, LLC	High $1.3M	$430M	339	33%
Pavlic Investment Advisors, Inc.	High $1.2M	$110M	86	33%
Scottsdale Wealth Advisory LLC	Very Low $370K	$63M	173	6%
Genesis Wealth Management	Very Low $150K	$54M	347	2%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
Copperwood Financial	Low $450K	$120M	262	18%
Prosperifi LLC	Typical $840K	$74M	88	44%
Milborn Advisors, ltd	Low $600K	$110M	178	10%
ATLAS Lifestyle Planning Group LLC	Low $400K	$73M	180	11%
Beadell A D Investment Counsel Inc	Very High $2.6M	$240M	90	72%
Quantum Private Wealth, LLC	Very High $4.6M	$410M	90	63%
A to Z Financial Planning LLC	Very Low $270K	$49M	181	7%
Kuhn Wealth Management Inc.	Low $550K	$150M	276	16%
Savant Investment Advisers, Inc.	Low $550K	$150M	277	24%
Lexus Wealth Management	Very Low $150K	$42M	279	3%
Prairie Rivers Investments, LLC	Typical $690K	$190M	280	13%
stonebridge wealth management llc	Typical $980K	$280M	288	31%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Quantum Capital Investments, Inc.	Typical $740K	$140M	195	15%
Guardian Investment Management, LLC	Very Low $150K	$15M	100	5%
Dickmeyer Boyce Financial Management, Inc	Typical $1M	$410M	402	31%
Cornerstone Financial Planning, Inc.	Low $420K	$43M	101	11%
ORBA Wealth Advisors, LLC	High $1.3M	$130M	102	64%
Blue Haven Capital, LLC	Low $590K	$120M	205	19%
DiBenedetto & Associates Ltd	Typical $900K	$280M	314	28%
North Shore Capital Group Investment Advisors, Inc	Very Low $120K	$38M	316	5%
Midwest Financial Network, LLC	Typical $650K	$140M	218	37%
Tower Wealth Advisors, Inc.	Very Low $230K	$49M	218	10%
T. Anton Investment House, Inc.	High $1.1M	$370M	328	38%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Meredith Wealth Planning	Very High $2.1M	$460M	221	52%
PMG Wealth Management	Low $450K	$200M	443	33%
BCD Advisors	Very Low $120K	$52M	448	8%
American Community Wealth Management, LLC	Low $400K	$180M	449	54%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
Premier Southwest Planning Group, LLC	Very Low $240K	$84M	353	12%
O'Connor Financial Group LLC	Typical $770K	$270M	355	14%
Pacesetter Financial Group, L.L.C.	Low $420K	$150M	359	14%
Wealth Management Advisors, inc.	Very Low $190K	$47M	242	12%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Granite Financial Group	Typical $720K	$180M	250	20%
Casey Wealth Management, Inc.	Very Low $160K	$40M	253	0%
Leslie Global Wealth, LLC	High $1.2M	$440M	380	42%
Woodfield Financial Advisors, Inc.	Low $530K	$200M	383	36%
Applied Capital	Low $600K	$160M	264	29%
Lauer Wealth Management	Low $390K	$160M	399	12%
Wisely Advised	Very Low $330K	$87M	266	5%
Prophet Wealth Management	Very Low $290K	$80M	274	11%
SecurEstate	Low $380K	$110M	278	14%
C2G Capital Management LLC	Very Low $150K	$21M	140	0%
Lebens Advisory Group LLC	Low $380K	$53M	140	14%
McCulley Financial Group, LLC	Typical $720K	$100M	141	16%
Wall Street Financial Group, Inc.	Low $420K	$180M	425	11%
DFG Wealth Management, LLC	Low $450K	$65M	143	4%
Midwest Financial Associates, Inc.	Low $400K	$110M	286	9%
Wealth Accumulation & Preservation, Inc.	Very Low $140K	$41M	289	6%
CSH Investment Management	Very Low $230K	$67M	290	3%
Kachkovsky & Fisher, Inc.	Low $620K	$270M	439	28%
Clark Wealth Partners, LLC	Low $580K	$260M	444	14%
Masus Financial Group, Ltd.	Typical $640K	$190M	296	18%
Vital Wealth Management, LLC	Typical $870K	$260M	296	28%
Innovative Wealth Management, LLC	Very Low $290K	$88M	298	12%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Langdon Financial Management, Inc.	Very Low $270K	$82M	307	3%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
Orion Investment Co	Typical $690K	$430M	627	56%
Phase III Advisory Services, LTD	Low $440K	$210M	483	14%
Snowball Wealth Management	Typical $850K	$140M	162	17%
ARK Advisors LLC	Low $540K	$170M	325	37%
Stride Investments, LLC	Low $380K	$200M	524	15%
KRM Financial Planning & Wealth Management, LLC	High $1.2M	$210M	177	29%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
Alliance Wealth Advisors	Very Low $240K	$87M	366	5%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
Duncan Financial Management, Inc.	Very Low $68K	$25M	375	3%
Modern Capital Concepts	Very Low $0	$0	189	15%
Ellija Capital Management, LLC	Very Low $150K	$57M	381	4%
Powers Advisory Group, LLC	Low $570K	$330M	575	22%
Spyrnal Financial Group	Very Low $370K	$140M	387	9%
Lester Financial Group, LLC	Low $510K	$400M	784	7%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Solomon API LLC	Very Low $280K	$170M	613	2%
Borabond, LLC	Very Low $400	$83K	207	0%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Reap in Wealth Management, LLC	Very Low $55K	$34M	627	0%
Significant Wealth Partners LLC	Very Low $150K	$130M	845	2%
Vistamark Investments	Typical $730K	$320M	437	10%
Camelot Portfolios, LLC	Low $370K	$250M	662	7%
MWM Advisory Group, LLC	Very Low $170K	$39M	225	4%
Maxele Advisors, LLC	Typical $850K	$200M	234	31%
Maynerich Financial	Very Low $260K	$120M	478	4%
Latko Wealth Management, Ltd.	Typical $660K	$330M	499	29%
Wall Capital Group, Inc.	Very Low $180K	$140M	794	4%
GTG Wealth Management, LLC	—	—	564	0%
RPC Private Wealth, LLC	Typical $840K	$270M	326	22%
San Blas Advisory, Inc.	Very Low $330K	$220M	664	9%
Retirement Income Strategies, LLC	Low $470K	$160M	339	9%
Polaris Financial, LLC	Very Low $81K	$69M	852	0%
Kramer Investment Services, LLC	Very Low $120K	$63M	507	0%
Arta Finance	Very Low $150K	$150M	1,043	100%

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