AUM per client for Supported firms serving clients in Massachusetts

Supported firms active in Massachusetts 364 firms

Very Low $210K-$440K

Low $440K-$770K

Typical $770K-$1.2M

High $1.2M-$1.8M

Very High $1.8M-$3.2M

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

Median: $990K

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Firm	AUM/client	AUM	Clients	HNW client %
Bradford Financial Services Corp	Low $460K	$250M	549	0%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
Polaris Financial, LLC	Very Low $81K	$69M	852	0%
Tax & Investment Advisors	Very Low $290K	$100M	346	10%
Financial Management Associates, LLC	Very Low $390K	$130M	343	41%
Ironwood Investment Management, LLC	Typical $970K	$280M	288	100%
South Shore Investment Services LLC	Very Low $210K	$120M	570	4%
Successful Money Strategies Inc	Typical $830K	$230M	273	26%
Lenk Ladner Investment Solutions LLC	High $1.2M	$340M	270	41%
Ransom Advisory	Typical $1.2M	$300M	250	55%
Old Forge Wealth Management, LLC	Very Low $400K	$98M	244	10%
Encircle Financial Strategies	Low $580K	$140M	240	17%
Rothwell Investment Advisors	Very Low $260K	$190M	707	19%
Clary Financial, Inc	Very Low $210K	$93M	439	0%
Ciovacco Capital Management	Typical $960K	$210M	214	69%
44 North Capital, LLC	Very Low $290K	$120M	425	51%
Hepworth Equity Partners, LLC	Very Low $320K	$140M	421	30%
Borabond, LLC	Very Low $400	$83K	207	0%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Schuchard Capital Management Inc	High $1.5M	$290M	195	48%
The Retirement Planning Company of New England, Inc.	Low $700K	$390M	565	24%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
Cutter Financial Group LLC	Very Low $420K	$220M	520	8%
APEX Investment Group	Very Low $390K	$200M	519	11%
Kraematon Investment Advisors, Inc.	Typical $1.2M	$200M	173	48%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
Massachusetts Wealth Management, LLC	Typical $890K	$290M	324	29%
Beyond Your Hammock LLC	Low $720K	$120M	161	30%
RheeCo, Inc.	Very Low $350K	$110M	318	9%
Craig Duvarney, Cfp	Very High $2.4M	$370M	152	79%
Sippican Capital Advisors	Typical $920K	$140M	150	100%
Timmons Wealth Management	Typical $1.2M	$180M	150	40%
Flagship Private Wealth	Low $730K	$430M	597	45%
Ferris Wheel Finance, Inc.	Very Low $140K	$41M	296	3%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Thames Financial Management	Typical $1M	$300M	292	36%
Five Corners Financial Services	Typical $1M	$290M	290	33%
Needham Advisory Corporation	Low $640K	$91M	143	22%
Brisbois Capital Management LLC	Low $700K	$97M	138	60%
Financial Solutions Associates	Low $640K	$170M	270	30%
Strategic Planning Group, Inc.	Typical $820K	$220M	265	29%
Secure Planning, LLC	Very Low $350K	$190M	529	4%
Capital Design Private Wealth LLC	Very Low $360K	$96M	264	17%
Richard P. Doleva & Associates	Very Low $0	$0	264	14%
The Clifford Group LLC	Typical $950K	$250M	261	23%
Steinberganna Wealth Management LLC	High $1.8M	$470M	259	41%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
Lighthouse Capital, LLC	Very Low $250K	$32M	127	0%
Reshape Wealth	High $1.8M	$230M	127	69%
Bennington Financial Planning Group	Low $700K	$260M	376	32%
Connolly Financial Advisors, Inc.	Low $750K	$93M	125	37%
The Montgomery Financial Group, Inc.	Very Low $200K	$48M	247	3%
Glenwood Investment Group, LLC	Low $540K	$200M	370	14%
Factor Investing Group	Low $700K	$350M	491	21%
Balanced Wealth Management, LLC.	Very Low $400K	$97M	243	7%
Cape Ann Capital, Inc.	Low $740K	$180M	240	18%
Condon Wealth Management, Inc.	Low $510K	$120M	234	35%
Milne Financial Planning, Inc.	Typical $940K	$110M	116	29%
Timbuktu Capital Management, LLC	Typical $820K	$94M	115	41%
Peachtree Investment Partners, LLC	High $1.4M	$320M	227	36%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
Sawyer & Co Inc	High $1.3M	$290M	226	57%
Trombley Wealth Management	Very Low $370K	$81M	222	8%
American Retirement & Investment Strategies, LLC	Low $480K	$100M	215	23%
Heritage Wealth Management	Low $710K	$150M	215	38%
Advisory Resource Group, LLC	Very Low $0	$0	320	9%
Finer Wealth Management, Inc.	High $1.4M	$290M	213	37%
Ouellette Wealth Advisory LLC	High $1.3M	$270M	213	46%
Washington Financial Group, Inc.	Low $560K	$120M	213	29%
Proctor Financial	High $1.8M	$380M	210	43%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
Generations Retirement Group, LLC	Very Low $190K	$38M	202	0%
Statera Financial, LLC	Very Low $200K	$59M	301	4%
Collaborative Wealth Advisors, LLC	Very Low $420K	$84M	200	14%
Heaphy Investments, LLC	Low $670K	$66M	99	16%
R.A.I. Financial Services, Inc.	Very Low $95K	$9.4M	99	0%
Bartley Financial Advisors, LLC	High $1.4M	$140M	98	47%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Bond Financial Group, Inc.	Very Low $290K	$55M	191	6%
Perennial Advisors Group, LLC	Very High $2.1M	$400M	191	55%
JW Thompson Investments LLC	Very Low $160K	$30M	190	20%
MKT Advisors LLC	Typical $1.2M	$440M	374	37%
Successful Wealth Strategies, LLC	Very Low $270K	$51M	187	16%
Aurora Investment Managers, LLC	High $1.8M	$320M	185	30%
U.S. Boston Capital Corporation	Very High $3.8M	$350M	92	33%
Fenway Financial Advisors, LLC	Very High $2.7M	$250M	91	76%
The Alchemists, LLC	Very Low $280K	$25M	91	3%
Auour Investments LLC	Typical $990K	$360M	363	18%
MWA Asset Management	High $1.7M	$300M	180	52%
Meridian Financial Advisors, LLC	High $1.6M	$280M	177	50%
Lincoln Capital Corporation	High $1.5M	$410M	265	44%
M3 Advisory Group, LLC	Typical $900K	$310M	341	90%
Her Personal Finance	—	—	85	0%
Triple Summit Advisors, LLC	Low $620K	$100M	169	21%
Granite Wealth Management LLC	Very Low $410K	$68M	168	0%
MacFarlane Investors	Very Low $44K	$7.4M	167	0%
Exchange Place Advisors, LLC	High $1.5M	$380M	248	37%
Merrimack Valley Financial Advisors, Inc.	Very Low $170K	$42M	246	4%
Dana R. Norman	Low $640K	$100M	163	16%
High Pines Wealth Management LLC	Typical $1.1M	$180M	163	45%
WMGNA	Typical $1.1M	$350M	326	30%
R.W. Roge & Company, Inc	High $1.2M	$400M	322	38%
New England Schooner, Inc.	Low $520K	$170M	320	11%
Cohen Investment Advisors, LLC	Typical $1.1M	$250M	237	35%
Massey, Joshua	Typical $1.2M	$94M	79	39%
Three Bearings Fiduciary Advisors, Inc.	High $1.3M	$200M	157	47%
IQVestment, LLC	Very Low $4.4K	$1M	235	0%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Forness Financial LLC	Typical $890K	$200M	227	34%
Roman Retirement Planning, LLC	Low $440K	$66M	150	13%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Aventus Investment Advisors, Inc.	Typical $940K	$140M	145	39%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
FIT Wealth Management	Low $690K	$150M	214	20%
Locker Financial Services, LLC	High $1.5M	$210M	141	46%
Tableaux Wealth	Typical $1.1M	$230M	209	29%
Financial Independence, LLC	Typical $1M	$290M	278	31%
Peak Wealth Management LLC	Low $730K	$150M	208	32%
Conscious Capital Wealth Management, LLC	Low $630K	$130M	207	32%
Fairfield Financial Advisors	Very High $2.2M	$310M	138	51%
Polaris Investment Advisors, LLC	High $1.3M	$180M	138	36%
First Wilshire Securities Management, Inc.	Typical $1.2M	$330M	275	73%
Cottage Street Advisors	Very High $2.5M	$330M	135	38%
J.R. Prunier Capital Management LLC	Very High $3M	$410M	135	20%
Abbot Financial Management, Inc.	High $1.5M	$290M	202	43%
Cote Financial Management	Typical $1.1M	$150M	132	21%
Radius Wealth Management, Inc.	Typical $1.1M	$150M	132	32%
TSW Wealth Management	Very High $2.1M	$280M	132	57%
Robbins Farley LLC	Typical $940K	$250M	263	35%
Rothman Investment Management, LLC	Low $570K	$75M	131	25%
Nefpg	High $1.3M	$250M	196	39%
Williams Financial, LLC	Typical $780K	$200M	261	24%
DJG Financial Services, Inc.	Low $460K	$90M	194	14%
Worcester Advisors	Low $460K	$89M	193	44%
Blue Heron Infrastructure	Low $510K	$33M	64	100%
Richardson Financial Services	Typical $1.2M	$220M	192	55%
Flying Point Financial, Inc.	Typical $1.1M	$200M	191	41%
Northbrook Financial	Low $680K	$87M	127	19%
Carlin Wealth Management Group, LLC	High $1.3M	$240M	189	38%
Capital Investors Advisory Corporation	—	—	125	0%
TGA Capital Management	Very Low $260K	$33M	125	13%
Abundant Wealth Management LLC	High $1.3M	$240M	187	7%
Integras Partners, LLC	High $1.3M	$240M	187	43%
Cutler Capital Management	Very High $2.3M	$280M	124	82%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Spinnaker Asset Management Inc.	Very Low $240K	$45M	186	12%
SFM, LLC	High $1.6M	$390M	247	40%
Good Harbor Advisors, Inc.	High $1.4M	$330M	245	36%
Cannon Beach Financial Advisors	High $1.7M	$210M	122	46%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Amherst Financial Group, LLC	Very Low $290K	$54M	182	42%
Sullivan Financial, LLC	Low $770K	$93M	121	23%
Etre LLC	Very High $3.6M	$220M	60	100%
Healthview Asset Management, Inc.	Low $580K	$100M	180	22%
1620 Investment Advisors, Inc.	Typical $990K	$240M	239	20%
Elevation Wealth Management	High $1.4M	$260M	179	52%
Estate Planners of New England, LLC	Very Low $440K	$52M	119	15%
Clark & Stuart Inc	Typical $1.1M	$190M	178	100%
Fairscale Capital, LLC	Typical $1.2M	$200M	177	31%
Mason Capital Partners	Typical $800K	$140M	177	54%
McCurdy & Andrew Investments, LLC	Very Low $330K	$39M	118	8%
Righthand Capital, LLC	High $1.5M	$180M	118	75%
Gallugi Wealth Management, LLC	Low $620K	$73M	117	12%
McCarter Private Wealth Services LLC	Very High $3.3M	$380M	117	71%
Lighthouse Financial, LLC	Typical $830K	$97M	116	36%
Outfitter Financial	Very High $2.3M	$140M	58	40%
New England Research & Management, Inc.	High $1.6M	$280M	172	44%
Emissary Wealth	Low $730K	$170M	229	17%
Ayrshire Capital Management LLC	Very High $2.5M	$280M	111	79%
Ashwood Advisors	Typical $1.2M	$130M	110	18%
Assetgrade, LLC	Very High $2M	$330M	165	56%
Woodside Wealth Management	Very High $2.4M	$270M	110	80%
American Wealth Advisors, LLC	Typical $1.1M	$120M	109	40%
Essex Private Wealth Management LLC	High $1.5M	$330M	216	44%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
AFG Fiduciary Services	Typical $1M	$160M	159	71%
Birks Financial Corp.	Very High $1.8M	$290M	159	52%
Dorothy J. Cole	High $1.7M	$92M	53	64%
Proactive Financial Solutions 360, LLC	Very Low $360K	$19M	53	6%
Balanced Rock Investment Advisors	Typical $920K	$190M	210	38%
US Advisory Group	Low $630K	$66M	105	26%
Barrett Capital Partners	Very Low $430K	$45M	104	14%
Valor Wealth Partners	Very Low $410K	$63M	156	29%
CCM Investment Management, LLC	Very Low $190K	$20M	103	6%
Conscious Capital	Low $450K	$68M	152	11%
Crystal Capital Management Corporation	Very Low $380K	$38M	101	5%
Haviland & Sams, LLC	Very Low $0	$0	101	79%
Wernau Asset Management	High $1.7M	$180M	101	71%
Cox Capital Management LLC	High $1.7M	$340M	201	46%
Newbridge Wealth Management	High $1.5M	$220M	150	90%
Thurston Hall Investment Research, LLC	Typical $780K	$78M	100	10%
Boyd Financial Strategies, Inc.	Typical $910K	$140M	149	28%
Harbor Asset Planning, Inc.	Very High $1.9M	$190M	99	75%
Atwater Wealth Management, Inc.	Very High $2.5M	$250M	98	63%
Nia Impact Capital	High $1.7M	$260M	147	52%
Williams Advisory Services, LLC	Typical $1.2M	$58M	49	78%
Alternative Capitalis, LLC	Typical $1.1M	$110M	97	34%
Hanley & Associates LLC	Very Low $250K	$24M	97	9%
Community Financial Group, Inc.	Typical $950K	$90M	95	22%
InTrack Investment Management, Inc.	High $1.3M	$240M	189	30%
Finarc Investments, Inc.	Very High $2M	$190M	93	56%
Renaissance Wealth Advisors, LLC	Typical $1.2M	$110M	93	42%
Diversified Financial Management	Very High $2.3M	$320M	139	47%
Shrier Associates, LLC	Low $450K	$62M	138	42%
RF&L Wealth Management, LLC	Very High $2.7M	$370M	136	57%
Strategic Wealth Management LLC	Very Low $440K	$79M	181	74%
Delphinus Financial Advisors, LLC	High $1.7M	$160M	90	71%
Gen Y Planning	Low $600K	$54M	90	12%
Blue Chip Financial Advisors, LLP	Low $580K	$100M	178	14%
Bright Advisors	Low $720K	$130M	178	32%
Twin Gryphon Advisors LLC	Very High $2.1M	$91M	44	61%
Financially in Tune	Very High $1.9M	$330M	175	66%
Holmes Investment Management, Inc.	Very Low $380K	$50M	129	10%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Traub Capital Management	High $1.6M	$210M	129	54%
Allstreet Wealth	Low $510K	$65M	128	35%
Blue Spark Capital Advisors	Very High $2.8M	$240M	85	62%
Seascape Capital Management, LLC	Very High $2.7M	$460M	169	88%
Pine Haven Investment Counsel, Inc.	Very High $2.2M	$180M	84	49%
Bortolussi Wealth Management, Inc.	Low $660K	$83M	125	20%
Lyon Capital Management, LLC	Typical $1.1M	$88M	82	57%
Darrow Wealth Management	Very High $3.2M	$390M	122	68%
Emg	Low $710K	$57M	80	13%
Sheeley & Partners Wealth Management, LLC	High $1.4M	$110M	79	39%
Silver Pine Capital, LLC	Low $530K	$42M	79	43%
Kaleel Investment Advisors, LLC	Very High $1.9M	$140M	78	71%
Greenway Financial Advisors LLC	High $1.3M	$100M	77	43%
Pine Capital	Typical $1M	$78M	77	49%
MHP Asset Management	Low $670K	$51M	76	18%
Alexander Beard (USA) Inc.	Low $650K	$49M	75	23%
Catum Advisory Group, LLC	High $1.2M	$93M	75	47%
Bluebird Wealth Management LLC	High $1.3M	$140M	112	46%
Wellspring Financial, LLC	Low $620K	$69M	112	20%
Copper Beech Wealth Management	Typical $1.1M	$78M	73	51%
WH Cornerstone Investments Inc.	High $1.3M	$200M	145	33%
Wise Stewardship Financial Planning, LLC	Low $760K	$27M	36	25%
Sound View Financial Advisors	Low $470K	$50M	107	13%
Brock Hill Wealth Management	High $1.2M	$87M	71	70%
Paramount Financial	Very Low $230K	$24M	106	1%
NorthStar Portfolio Investments, LLC	Typical $920K	$64M	70	26%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Very High $2.1M	$140M	69	42%
Greenport Capital Advisors	High $1.7M	$120M	68	46%
Nutfield Financial	Typical $800K	$54M	68	26%
Zenith Investment Management, LLC	Low $770K	$78M	101	29%
Laflam and Haggerty Investment Advisers Corp.	Low $740K	$50M	67	18%
World Market Advisors	Typical $1.1M	$71M	67	45%
Mittelman Wealth Management	Very High $6M	$200M	33	100%
Sustain Financial Inc.	Low $590K	$39M	66	35%
Tenon Financial	Very High $3.2M	$320M	99	96%
The Practical Planner	Very High $2.2M	$150M	66	82%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
Drumond Wealth Management	Low $460K	$59M	129	14%
Kendall Wealth LLC	Very High $1.9M	$62M	32	50%
Portland Investment Advisors, LLC.	Very Low $340K	$22M	64	27%
South Shore Capital Advisors, LLC	Very High $2.8M	$270M	96	68%
Aventura Capital Management, LLC	Very Low $380K	$48M	126	10%
Signal Ridge Capital Partners, LLC	Typical $1.1M	$110M	94	40%
Ceres Financial Group, Inc.	Low $480K	$30M	62	18%
KCS Advisors, LLC	High $1.4M	$90M	62	44%
Moore Financial Advisors, LTD.	High $1.4M	$130M	92	52%
Rockingstone Advisors	Very High $4.6M	$280M	61	89%
LTG Capital LLC	High $1.6M	$140M	91	33%
ProsperiTea Planning	High $1.5M	$180M	121	52%
Catalyst Investment Management LLC	Very High $2.2M	$130M	60	58%
Goldfinch Financial, Inc.	—	—	30	0%
Impact Advisors Group	Typical $780K	$71M	90	23%
Meridian Financial Services, Inc.	High $1.2M	$73M	60	0%
Sequentis Capital LLC	Typical $1.1M	$100M	90	37%
Circa Capital, LLC	High $1.4M	$82M	59	27%
Marathon Financial Group	Very High $2.6M	$310M	118	73%
Repex Investment Management Co., Inc.	Typical $930K	$55M	59	29%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Davinci Capital Management, Inc.	Low $470K	$40M	85	9%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
Revolution Capital, Inc	Typical $890K	$50M	56	25%
Osbon Capital Management, LLC	Very High $3.7M	$200M	55	100%
Gilbert Investment Management	Very Low $240K	$13M	54	11%
Launch Financial Planning	Typical $860K	$46M	54	22%
Sankala Group LLC	High $1.3M	$140M	107	46%
Advanced Portfolio Design, LLC	High $1.3M	$100M	80	39%
Sechrest Financial Services	Very High $3.8M	$200M	53	68%
Cornerstone Investment Services	Typical $790K	$62M	78	23%
Assabet Advisors, LLC	Very High $2.1M	$160M	77	58%
Cornerstone Financial Management LLC	High $1.6M	$170M	101	49%
Vista Way Advisors	Low $730K	$36M	50	24%
Compass Planning Associates, Inc.	Very High $3M	$210M	72	92%
Concordia Wealth Management, LLC	Very High $3.3M	$160M	47	85%
Lane Generational LLC	Very High $2.5M	$120M	47	68%
The Sher Wealth Management Group	Very High $2.7M	$120M	47	72%
Dorfman Value Investments LLC	Low $700K	$32M	46	28%
Inside Edge Capital Management, LLC	Typical $960K	$44M	46	46%
Northstar Capital Inc	High $1.4M	$65M	46	30%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Kastel Capital Advisors, LLC	Very High $2.2M	$150M	67	81%
Mad River Investors	Very High $3.2M	$290M	89	76%
Downey Capital Management, Inc.	Very High $3.6M	$80M	22	100%
Optimal Wealth	Very High $2M	$89M	44	57%
Davis Wealth Advisors	Very High $2.2M	$190M	87	83%
TQM Wealth Partners	Very High $1.9M	$120M	65	42%
Hanover Strategic Management, LLC	Very High $2.8M	$120M	43	28%
Axiom Private Wealth, LLC	High $1.4M	$59M	41	54%
Bounty Management Corp	Very High $2.1M	$88M	41	63%
Smarter Bear Financial Advisory	High $1.2M	$50M	41	0%
Leeb Capital Management, Inc.	Very High $1.8M	$110M	60	58%
Powerhouse Assets LLC	Very High $2.8M	$170M	60	80%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Theory Planning Partners	Low $560K	$33M	59	8%
Datalign	—	—	38	0%
Steward Inc.	High $1.7M	$66M	38	42%
TrueFocus Financial Partners	High $1.8M	$67M	38	68%
Wakely Investment Management	High $1.5M	$83M	57	32%
Osprey Private Wealth LLC	Very High $6.1M	$340M	56	79%
Ithaka Financial Planning, LLC	High $1.7M	$92M	55	55%
Generous Wealth Management	Typical $770K	$55M	72	72%
Sterling Oak Advisors	High $1.3M	$48M	36	100%
East Horizon Investments	High $1.6M	$56M	35	49%
Park State Asset Management LLC	Very High $3.1M	$150M	50	64%
Arcvest, LLC	High $1.7M	$56M	33	61%
Whitman Financial Services, LLC	—	—	33	0%
Single Track Financial, Inc.	Typical $920K	$29M	32	66%
Dattilio & Ash Capital Management, LLC	Low $590K	$18M	31	55%
Windham Financial Services, Inc.	Low $460K	$14M	31	32%
Levatus LLC	Very High $3.8M	$170M	46	76%
Mighty Oak Management LLC	Very Low $330K	$15M	45	53%
Exemplar Wealth Partners LLC	Typical $840K	$24M	29	21%
Impact Financial	Typical $890K	$26M	29	34%
Olivar & Greb Capital Management, LLC	Very Low $350K	$10M	29	52%
First Light Investment Advisors	Very Low $300K	$12M	41	0%
Levenson Wealth LLC	Very High $4.1M	$110M	27	100%
Zor Capital, LLC	Low $740K	$30M	40	50%
Innovation Partners LLC	Typical $830K	$22M	26	0%
MDS Wealth Advisors, LLC	Typical $1.1M	$28M	26	35%
Patriot Mullare Associates, Inc	Low $640K	$16M	25	0%
Global Key Advisors	Low $540K	$26M	47	66%
Contrast Capital Management, LLC	High $1.7M	$40M	23	74%
Sycamore Financial Planning, LLC	Very High $3.1M	$100M	34	9%
Bruderman Private wealth	Very High $2.3M	$77M	33	67%
Cambridge Trustee Advisors Inc	Typical $830K	$27M	33	24%
Rhotopia Financial Advisors	Typical $1.1M	$12M	11	45%
Pendragon Capital Management, Inc.	Typical $1M	$44M	43	42%
Battle Green Advisors	Low $730K	$15M	21	67%
HIP Investor, Inc.	Low $690K	$21M	31	52%
Beal Consulting, Inc.	Very High $2.2M	$45M	20	50%
O.F.O. Partners, LLC	Very High $7.6M	$76M	10	100%
Wealthmind Financial Planning	High $1.5M	$15M	10	0%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
Penfacs Financial Services	High $1.2M	$21M	17	18%
Catey, Inc.	Low $580K	$9.3M	16	88%
The Family Financial Group	Very Low $0	$0	16	100%
Insight Financial Strategists	High $1.2M	$28M	23	65%
FG&G Financial Services, LLC	Typical $1M	$15M	15	33%
Optimus Wealth Management Group, Inc.	—	—	15	0%
Obran Capital Advisors LLC	Low $490K	$14M	28	0%
Gasima Financial LLC	Very Low $410K	$5.4M	13	38%
Nubian Square Investment Advisors, LLC	Very Low $260K	$6.8M	26	8%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Boston Harbor Investment Management	Low $560K	$13M	23	100%
Monadnock Capital Partners, LLC	Very High $2.4M	$50M	21	29%
BLDR Wealth LLC	Very Low $330K	$5M	15	0%
Kaizerman & Associates, LLC	High $1.8M	$26M	15	67%
Castle Asset Management, LLC	Very Low $130K	$1.2M	9	0%
CFS Financial, LLC	Very Low $210K	$1.7M	8	0%
Lebed Asset Management LLC	Very High $2.3M	$19M	8	100%
CIP Capital Management, LLC	Very Low $330K	$2.6M	8	0%
Linnard Financial Management & Planning, Inc.	Low $670K	$3.4M	5	0%
NorthPointe Financial Advisors LLC	—	—	5	0%
Epogee Capital Management, LLC	Very High $19M	$56M	3	100%
Simpson Investment Counsel	Very High $5.9M	$18M	3	67%
EMA SMA LLC	Very High $29M	$58M	2	100%
Atlas Capital Investment LLC	Typical $1M	$1M	1	100%
2201 Capital, LLC	—	—	—	—
ArborStone Financial, LLC	—	$470M	1,129	—
Arsenal Financial, LLC	—	—	—	—
Bora Capital, LLC	—	—	—	—
Budnick Capital, LLC	—	—	—	—
Freedom Trail Financial	—	—	—	—
Girard Capital Management	—	$1.2M	—	—
Guided Wealth, LLC	—	$110M	115	—
NBW Capital LLC	—	$0	—	—
Nu Paradigm Investment Partners L.L.C.	—	$0	—	—
Radius Capital Advisors	—	—	—	—
Yankee Advisers, LLC	—	—	—	—

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