AUM per client for Supported firms serving clients in Ohio

Supported firms active in Ohio 371 firms

Very Low $84K-$250K

Low $250K-$490K

Typical $490K-$780K

High $780K-$1.2M

Very High $1.2M-$2.5M

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

Median: $620K

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Firm	AUM/client	AUM	Clients	HNW client %
Strategic Planning, Inc.	Low $460K	$380M	817	43%
Pento Portfolio Strategies, LLC	Low $270K	$240M	874	88%
First Mason Financial, LLC	Low $480K	$180M	382	17%
Livelsberger Financial Advisory	Low $450K	$170M	371	2%
Edgewater Pro Sports Financial	Low $300K	$230M	741	4%
Northfort Financial, LLC	Low $330K	$120M	356	0%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
Encompass Wealth Advisors, LLC	Low $360K	$460M	1,272	47%
Spreng Capital Management, Inc.	Low $320K	$290M	927	7%
Southwest Investment Advisors, Inc.	Low $330K	$380M	1,149	19%
River Raisin Investment Partners, Inc.	Low $280K	$160M	574	15%
Hendley & Co. Inc.	Very High $1.3M	$370M	281	41%
Bullseye Investment Management, LLC	Very Low $200K	$220M	1,120	5%
Lockshield Partners, Inc.	Low $260K	$290M	1,113	5%
Boyd Capital	Very Low $200K	$110M	532	4%
Resolute Wealth Advisor, Inc.	Low $270K	$210M	796	56%
Ross Wealth Advisors, LLC	Typical $520K	$130M	247	9%
Wurz Financial Services, LLC	Very Low $240K	$120M	491	9%
Apollo Wealth Management	Very Low $45K	$22M	490	1%
Fike Advisors, LLC	Very Low $140K	$100M	735	2%
M3 Wealth Management	Low $330K	$160M	486	12%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Iron Gate Wealth Advisors, LLC	Typical $670K	$160M	238	1%
Brookside Financial Advisors, LLC	—	—	468	0%
Safe Harbor Wealth Advisors, LLC	Low $360K	$170M	465	8%
Adaptation Financial Advisors Inc.	Low $340K	$230M	690	8%
Nye Wealth Management LLC	Low $480K	$110M	225	11%
Vision Financial Management, LLC	Low $370K	$170M	449	11%
Camelot Portfolios, LLC	Low $370K	$250M	662	7%
Capital Advisory Services, LLC	Very Low $210K	$90M	439	0%
Reservoir Wealth Management	Low $390K	$170M	438	18%
Peak Wealth Management, LLC	Typical $690K	$450M	643	19%
Borabond, LLC	Very Low $400	$83K	207	0%
Milagre Wealth Management, Inc.	Low $330K	$140M	414	7%
Brown Financial Advisors, LLC	Typical $530K	$320M	613	17%
Financial Counseling, Inc.	Very Low $230K	$91M	402	6%
The Pension Group	Low $300K	$180M	599	2%
Bullington Capital Management, LLC	Very Low $220K	$87M	394	5%
Prosperity Asset Management, LLC	Low $290K	$57M	195	8%
Summit Capital Inc.	High $910K	$180M	193	38%
Miami Valley Portfolio Management Inc	Low $260K	$190M	732	12%
Foresight Capital Management Advisors, Inc.	Typical $540K	$290M	537	46%
Rohr Capital Management	Very Low $180K	$63M	358	3%
Crosby Advisory Group, LLC	Very Low $150K	$81M	533	2%
Presper Financial Architects, LLC	Typical $670K	$360M	533	21%
Cornerstone Financial Consulting, LLC	Very Low $100K	$51M	512	5%
Appalachian Capital Management	Typical $500K	$170M	341	15%
Isaacs & Associates, LLC	Low $430K	$72M	169	8%
Second Half Financial Partners, LLC	Low $260K	$130M	485	9%
Pathways Wealth Management, Inc.	Typical $570K	$270M	484	15%
Garlikov Advisors Inc	High $1M	$160M	161	25%
Kleinfelder Capital, Inc.	Typical $770K	$370M	481	44%
ARD Advisory Services, LLC	Low $380K	$60M	156	11%
Kellett Wealth Advisors, LLC	Typical $680K	$320M	465	11%
Invenio Wealth Partners, LLC	High $1.1M	$330M	308	76%
Prism Wealth Management	Very Low $250K	$76M	308	8%
Affinity Wealth LLC	Typical $660K	$200M	307	29%
Blue Waters Advisory Group, LLC	Typical $530K	$81M	152	51%
M.K. Brown Wealth Advisory	High $1.1M	$170M	152	28%
Ferris Wheel Finance, Inc.	Very Low $140K	$41M	296	3%
von Adelung Wealth Management	Low $280K	$84M	296	4%
Wordhouse Wealth Coaching	—	—	293	0%
Elios Financial Group, Inc.	High $1.1M	$330M	290	42%
Great Lakes Benefits and Wealth Management	Very Low $240K	$71M	290	10%
Retire Right Wealth Management	Low $410K	$60M	145	10%
Future Finances Inc	High $1.1M	$300M	288	68%
Tudor Financial, Inc.	Typical $590K	$250M	431	17%
Finish Well RIA LLC	Low $340K	$99M	287	8%
Phillips Wealth Management LLC	Low $310K	$89M	284	6%
Elm Capital Management LLC	Very Low $240K	$130M	564	5%
Lindahl & Mansager Inc	Typical $760K	$210M	281	31%
Faith Financial Advisors, Inc.	Low $350K	$97M	280	9%
Libertas Wealth Management Group, Inc.	Typical $520K	$150M	280	8%
Mediate Financial Investment Advisory Services, LLC	Very Low $220K	$94M	417	10%
Kovalcik & Geraghty Wealth Partners LLP	High $1.1M	$300M	277	38%
AMFG Wealth Management LLC	Very Low $98K	$53M	547	2%
Chapman & Chapman Advisors LLC	Typical $540K	$140M	268	1%
Strong Investment Management, LLC	Low $260K	$110M	401	16%
Royal Oak Financial Group	High $920K	$370M	399	30%
Applied Capital	Typical $600K	$160M	264	29%
Fountain Square Asset Management	Typical $580K	$230M	394	21%
Jericho Financial	Typical $510K	$200M	390	7%
Sound Financial Investment Management, LLC	—	—	259	0%
Kirtland Hills Capital Management, LLC	Very High $1.4M	$370M	256	65%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Alcyon Wealth Partners	High $920K	$350M	383	25%
Parkmont Wealth Advisors LLC	Very Low $84K	$43M	509	2%
Kapstone Financial Advisors LLC	Typical $620K	$310M	508	15%
Buckeye Wealth Partners, LLC	Low $270K	$68M	252	4%
Gross Investments LLC	Very Low $53K	$13M	251	3%
M&M Wealth Management, LLC	Low $330K	$83M	251	25%
Rik Saylor Financial, Inc.	Typical $520K	$190M	376	26%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
Lyke Financial	Typical $640K	$79M	123	8%
Hummel Wealth Management, LLC	—	—	122	0%
Hardy & Hardy Co LLC	High $990K	$240M	243	63%
Aptus Wealth Management, LLC	Low $380K	$93M	242	38%
Norris Financial Group, LLC	High $900K	$330M	362	22%
Crowe Financial Group LLC	Very Low $72K	$17M	240	3%
Transcend Wealth	High $790K	$94M	119	25%
Warther Private Wealth	Very High $1.4M	$330M	237	24%
Citadel Investment Advisory Inc	Very High $2.4M	$280M	118	48%
Jarvis Global Investments LLC	Very Low $180K	$63M	354	0%
Demma-Novak Wealth Management	Very Low $0	$0	235	0%
Eukles Asset Management, LLC	Typical $700K	$330M	470	4%
Keystone Financial Planning, Inc	Very High $3.5M	$410M	117	63%
River Wealth Management LLC	Low $360K	$83M	232	20%
BCD Advisors	Very Low $120K	$52M	448	8%
Worthington Wealth Management	Low $460K	$150M	336	12%
Cox & Cook Wealth Advisors	Typical $540K	$120M	223	28%
Heritage Financial Advisors, LLC	Typical $590K	$130M	220	16%
Access Wealth Group, LLC	Very Low $89K	$20M	219	0%
Alpha Planning and Financial Services, Inc.	Typical $510K	$110M	218	12%
Future Financial Wealth Management Group, LLC	High $890K	$190M	218	27%
Michael Brady & Co., LLC	High $1.1M	$250M	218	25%
Triple Crown Wealth Management	Very Low $66K	$14M	217	1%
Walden Financial	Typical $490K	$53M	108	31%
Eastwind Capital Wealth Management	Low $280K	$92M	323	5%
Trueblood Wealth Management, LLC	Very High $1.3M	$410M	323	27%
Messmer Capital Advisors LLC	Typical $600K	$130M	215	22%
Peters Wealth Group	Very Low $230K	$49M	215	3%
Shepherd Wealth Management	Low $380K	$160M	430	10%
FamilyWealth Asset Management	Low $300K	$120M	413	7%
Elevation Financial Partners, LLC	Low $290K	$59M	206	0%
Cambridge Financial Group, Inc.	High $820K	$250M	306	21%
McBryar Advisory Services, Inc.	—	—	200	0%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
Alan B. Lancz & Associates, Inc.	Very High $1.6M	$160M	99	64%
Shuttleworth & Company	High $820K	$160M	198	28%
Summit Wealth Management LLC	Typical $610K	$120M	198	25%
Oda And Company, Inc.	Typical $640K	$130M	197	17%
Gem-Young Wealth Advisors, LLC	Low $380K	$110M	291	4%
Julius Arthur Seibert & Company, LLC	Typical $680K	$66M	97	31%
VCP Financial LLC	Low $290K	$110M	385	65%
Kosmin Wealth Management	Very Low $180K	$18M	96	17%
Centauri Advisory Group, Inc.	Very Low $200K	$76M	383	10%
Skybox Financial Group LLC	Low $400K	$75M	189	11%
Blue Jay Financial Group, LLC	Low $400K	$110M	283	8%
Incline Wealth	Low $390K	$72M	187	14%
Graver Capital Management, LLC	High $830K	$150M	186	18%
Game Plan Financial Advisors, LLC	High $1.2M	$230M	185	28%
Wisdom Financial Planning	High $900K	$170M	185	31%
The Private Investment Group, Inc.	High $970K	$180M	184	23%
Total Financial Management, LLC	Typical $490K	$90M	184	12%
Coordinated Financial Planning Corp	High $930K	$340M	367	31%
JPS Financial, LLC	Very High $1.4M	$370M	274	42%
McCarthy Wealth & Tax Advisors	Typical $740K	$200M	272	19%
ATLAS Lifestyle Planning Group LLC	Low $400K	$73M	180	11%
Patriot Asset Advisors, LLC	Very Low $220K	$60M	268	12%
Park + Elm Investment Advisers	Low $330K	$85M	260	13%
Scottsdale Wealth Advisory LLC	Low $370K	$63M	173	6%
Research & Portfolio Management	Typical $620K	$160M	259	21%
Safe Harbor Wealth Management, LLC	Very Low $170K	$29M	172	1%
Reed Financial Services, Inc.	High $1.1M	$370M	343	38%
Endeavor Wealth Advisors, LLC	Very High $1.5M	$250M	171	44%
Ithax Financial LLC	Very Low $160K	$28M	171	3%
Storehouse Investments LLC	Very Low $180K	$31M	170	2%
Buckeye Wealth Management LLC	Low $290K	$72M	252	13%
McCarley & Cook Financial Planners	High $990K	$170M	168	30%
Schulhoff & Co Inc	Very High $2.9M	$250M	84	73%
Summit Investment Management, Ltd.	Typical $520K	$84M	162	4%
Investable	Very Low $6.1K	$490K	80	0%
Theus Wealth Advisors	—	—	239	0%
Compass Financial Group, Inc.	High $940K	$150M	158	64%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
Way Street Financial, LLC	Low $430K	$34M	79	24%
Rightwealth Advisors, LLC	High $850K	$200M	234	25%
Andrews Wealth Management, LLC	Very Low $240K	$19M	77	8%
Leonard Advisory Group LLC	Low $420K	$96M	230	13%
Sheikh Investments, Inc.	Typical $740K	$110M	153	22%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Independence Wealth Advisors, LLC	Typical $550K	$210M	379	14%
Beacon Light Wealth Management	Low $260K	$39M	151	7%
4 Th River Financial Group, Inc.	Very Low $220K	$67M	301	7%
Principled Wealth Advisors, LLC	Very High $1.5M	$230M	150	65%
Hudson Financial Advisors Inc	—	—	223	0%
Acme Jack Wealth Management	Very High $2.4M	$180M	73	45%
Fourth Dimension Financial Group	Very Low $0	$0	146	10%
Peerless Wealth	Typical $560K	$120M	219	36%
Family Wealth Advisory Group, LLC	Very High $1.8M	$390M	217	47%
Prairieview Wealth & Tax Advisors	Typical $720K	$210M	288	26%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
Schmitt Wealth Advisers, LLC	High $940K	$130M	144	34%
ILG Private Wealth, Inc.	Typical $580K	$83M	143	10%
Polaris Financial Partners, LLC	Very High $1.5M	$210M	143	48%
Austin Wealth Solutions	Very Low $76K	$5.4M	71	0%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Farnsley Advisors	Low $410K	$88M	213	16%
Watch Guard Capital LLC	Typical $500K	$70M	141	13%
Cardinal Capital Management, LLC	Typical $680K	$95M	140	19%
Rabe Investment Consulting Group	High $810K	$110M	140	21%
Randy L. Copus And Associates,LLC	Very Low $240K	$34M	140	0%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Vision Capital Partners	High $1M	$140M	137	31%
Beacon Associates Wealth Management, LLC	Typical $500K	$100M	204	12%
Tidmore Retirement Planning Specialists	Typical $670K	$91M	136	13%
VanWeelden Wealth Management, LLC	Typical $670K	$140M	203	37%
The Wealth Advantage Group, Inc.	High $1.1M	$150M	135	34%
Rookwood Wealth Management, LLC	Very High $3.1M	$210M	67	58%
Timpe & Timpe Financial Advisory Services, L.L.C.	Low $460K	$61M	133	29%
Enza Financial, LLC	High $830K	$160M	198	23%
SOBITZ Financial Group, LLC	Low $440K	$86M	198	10%
Return on Life Wealth Partners	Very High $1.6M	$410M	255	35%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
Birchcreek Wealth Management, LLC	Very High $1.5M	$290M	191	47%
Hicks Capital Management, LLC	Very High $1.4M	$340M	252	26%
Capital Investors Advisory Corporation	—	—	125	0%
Infinity Wealth Counsel, LLC	High $1.2M	$150M	125	37%
On Point CRNA	Typical $600K	$75M	125	14%
Firelands Wealth Management, LLC	Low $380K	$70M	186	13%
Royal Wealth Management	Low $260K	$32M	124	4%
Walen Financial Group, LLC	Very Low $0	$0	124	0%
Wellness Investment Advisers LLC	Very Low $1.9K	$230K	124	2%
Zenith Advisory Group, LLC	Typical $620K	$120M	186	13%
Vawter Financial LTD	Very High $1.6M	$390M	247	42%
Nvest Wealth Strategies, Inc.	Very High $1.3M	$240M	185	25%
Harwood Investment Strategies, L.L.C.	Low $470K	$58M	123	15%
Cunningham Wealth Management	Typical $510K	$94M	184	10%
Baynes Investment Counsel LLC	Very Low $250K	$61M	245	4%
Matune Basile Advisors	Very High $1.3M	$320M	245	31%
G. Earl Mowrey & Co., L.L.C.	Low $300K	$36M	122	5%
Williamson Wealth Management	Very Low $250K	$46M	182	4%
Lynx Capital Group Ltd	Very High $4.5M	$270M	60	73%
Inception Financial Services	Very Low $240K	$29M	119	3%
Blue Bison Investments	Very Low $120K	$21M	177	2%
Meyer Gates Financial Advisors, Inc	High $950K	$170M	177	23%
Mench Financial Inc	Typical $550K	$97M	175	47%
Brilliant Advice, LLC	Very High $3.2M	$370M	116	78%
Heximer Investment Management Inc.	High $1.2M	$130M	116	45%
Summit Investment Advisory Group LLC	Typical $490K	$57M	116	25%
Kinetic Wealth Investment Advisors, LLC	High $1.2M	$210M	173	55%
Meyer Capital Management LLC.	Very High $1.6M	$180M	115	10%
The Retirement Specialist of Central Ohio	Very Low $160K	$19M	115	0%
YFP Wealth	Very Low $230K	$52M	230	4%
Fruth Investment Management	Very High $2.4M	$410M	172	59%
D C Voss & Company, LLC	Very High $4.1M	$230M	57	70%
Labrador Investments, LLC	Low $260K	$29M	113	12%
PEB Capital Management LLC	High $1M	$170M	169	28%
KANU Asset Management, LLC	Very Low $140K	$16M	111	8%
Midwest Capital Financial Advisors, LLC	Very Low $150K	$17M	111	0%
Outpost Advisors, LLC	Typical $640K	$71M	111	0%
Fiduciary Wealth Group, LLC	High $800K	$180M	221	61%
Alexander Financial Planning, Inc.	Typical $620K	$100M	164	19%
Bollin Wealth Management, LLC	Typical $520K	$86M	164	16%
Equitta Advisors LLC	High $820K	$90M	109	36%
Partnership Financial, LLC	Very Low $0	$0	109	11%
Purtill Financial LLC	Very High $1.3M	$210M	162	47%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Ardent Capital Management, Inc.	Very High $2.8M	$300M	106	59%
Personal Financial Advisors, Inc.	Typical $520K	$80M	155	11%
Demland Wealth LLC	Low $300K	$31M	103	9%
Retirement Plan Advisors Ltd	Low $470K	$48M	103	14%
Capital Asset Management, Inc.	Very High $1.8M	$180M	102	38%
GatePass Capital, LLC	Very High $1.8M	$280M	152	59%
Powers Investment Advisory Corporation	High $1.1M	$110M	101	35%
Western Reserve Capital Management, LLC	High $1.2M	$120M	101	41%
Santori & Peters	Very High $2.1M	$430M	199	36%
Ecos Wealth Advisors	Typical $560K	$84M	149	19%
FC Wealth Solutions LLC	Typical $620K	$92M	148	20%
Cambridge Financial Advisors, LLC	Very Low $0	$0	197	22%
The Sherrington Group	High $940K	$91M	97	42%
Highpass Asset Management LLC	Very High $2.3M	$220M	95	71%
Winslow Financial LLC	Typical $520K	$98M	189	29%
Shaffer Capital	Typical $750K	$140M	188	16%
Gianola Financial Planning, LLC	—	—	140	0%
Unity Wealth Strategies	Very Low $86K	$8M	93	0%
Marsh Financial Group	Very Low $110K	$10M	92	0%
NorthAvenue LLC	Very High $1.5M	$200M	138	51%
Ultra Advisors LLC	Very Low $58K	$2.7M	46	2%
Capital City Wealth Management, Inc.	High $960K	$130M	135	30%
Klopp Investment Management LLC	High $1.1M	$95M	89	19%
Dinergy	Low $330K	$29M	88	0%
Vaultis Private Wealth Ltd	High $820K	$72M	88	67%
Makke Financial Advisory Group	Very High $1.3M	$170M	130	33%
Advocate Wealth Solutions	Very Low $160K	$7M	43	5%
Greenport Financial Advisers Inc.	Typical $560K	$72M	129	13%
Odingard Capital Management	Typical $670K	$29M	43	56%
MDH Investment Management, Inc.	Typical $640K	$54M	84	30%
T.T.G. Financial, Inc.	High $1M	$170M	166	66%
Blake Schutter Theil Wealth Advisors, LLC	Very High $2.1M	$350M	165	48%
Generations Wealth, LLC	Very High $3.9M	$310M	79	66%
Shea Financial Advisors	Very High $1.5M	$120M	77	43%
Dynasty Financial Planners	Low $330K	$13M	38	8%
Financial Freedom	Very High $3.9M	$440M	114	84%
Intentional Wealth Partners	Low $400K	$60M	152	13%
LeClair Wealth Partners	Very High $2.4M	$360M	152	53%
GFM Asset Management LLC	Typical $660K	$25M	37	54%
Objective Capital Management, LLC	Very High $1.9M	$210M	110	65%
Gerstemeier Financial Group,LLC	Very High $1.9M	$140M	73	59%
Life Stewardship Advisors	Very Low $230K	$17M	73	0%
Harvest Advisors, LLC	Low $310K	$33M	107	4%
McAvoy Kemp Wealth Management, LLC	Typical $660K	$70M	106	29%
Haws Financial Planning LLC	Typical $650K	$68M	105	0%
Nest Financial LLC	Low $440K	$31M	70	14%
Nottinghill Investment Advisers, Ltd	Typical $760K	$53M	70	69%
Schuler Wealth Planning LLC	Typical $620K	$44M	70	7%
Integrated Planning & Wealth Management, LLC	High $780K	$110M	136	24%
Physicians Wealth Solutions, LLC	Typical $640K	$43M	68	7%
Summit Financial Advisors, Inc.	Very High $1.5M	$200M	136	29%
Colburn Wealth Management, LLC	High $840K	$110M	133	35%
Integrity Wealth Management, LLC	High $1.1M	$110M	99	32%
Sovereign Asset Management	High $950K	$63M	66	24%
Kirkey & Co. Financial Advisors, Inc.	High $1.2M	$77M	63	37%
Brennan Capital Management LLC	Typical $650K	$40M	62	23%
Harding Financial Group	Very High $1.7M	$150M	93	47%
Sharper & Granite LLC	Very High $2.6M	$330M	124	52%
Signal Tree Financial Partners LLC	Very High $1.7M	$210M	123	55%
Forestview Financial Partners, LLC	High $1.1M	$66M	61	51%
Monterey Wealth	High $1.1M	$130M	121	28%
The McHugh Group, LLC	Very High $11M	$330M	30	83%
2 Knights Wealth Management, LLC	Very High $2M	$120M	59	58%
Sierra Hotel Financial LLC	Low $410K	$24M	59	14%
Excel Capital Management Corp	Very High $2.9M	$170M	58	100%
Fry Investment Advisors, Inc.	Low $380K	$22M	58	14%
McDonald Capital Management, Inc.	Very High $1.8M	$99M	56	59%
Plan & Act	High $780K	$64M	82	17%
CCF Advisors LLC	Low $260K	$14M	54	7%
Dean Dorton Wealth Management, LLC	High $1M	$81M	79	33%
Schear Investment Advisers, LLC	Very High $2.9M	$220M	77	49%
HP & Associates	High $910K	$45M	50	16%
Tenacity Private Wealth	High $810K	$41M	50	26%
Fairway Asset Management, LLC	High $930K	$69M	74	15%
ArsenEAU Financial	High $860K	$42M	49	29%
Ridge Creek Global, Inc.	Very High $4.5M	$220M	49	63%
Turning Point Advisors, LLC	High $870K	$43M	49	24%
Oelschlager Investments	High $910K	$22M	24	100%
Lynch Financial Group	Very High $2.3M	$110M	47	77%
Trinity Wealth Management LLC	Very High $4.5M	$430M	94	78%
Wilde Capital Management, LLC	Very Low $220K	$10M	47	0%
Meritum Wealth Management LLC	Very Low $200K	$14M	69	0%
The Hendrickson Advisory Group, Inc.	—	—	68	0%
Kennon-Green & Co.	Very High $1.9M	$170M	90	59%
Legend Private Wealth, LLC	Very High $1.6M	$71M	45	67%
DBK Financial Counsel, LLC	Very High $2.3M	$160M	67	66%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Kenneth A. Dery & Associates	Very High $1.6M	$35M	22	86%
Huff Wealth Management LLC	High $970K	$41M	43	67%
Beacon Hill Investment Advisory, LLC	High $1M	$85M	84	37%
Sorfis Investments, LLC	High $860K	$35M	41	41%
Shade Tree Partners LLC	Typical $630K	$38M	60	0%
Benchmark Wealth Management	Very High $2.3M	$180M	76	49%
ROW Management Inc.	Low $290K	$11M	38	26%
Common Wealth Management LLC	Very Low $240K	$9.1M	37	5%
First Hedge Capital Management	Low $430K	$16M	37	100%
CJC Wealth Management	Very High $1.3M	$92M	72	43%
Tilly, Inc.	Very Low $0	$0	35	0%
Weinberg Advisory Group	High $1M	$52M	52	38%
Columbus Wealth Management	High $1.1M	$36M	34	44%
Oberlin Wealth Partners, LLC	Very High $1.2M	$21M	17	76%
Buttonwood Advisors, LLC	Very Low $73K	$2.3M	32	0%
Millennial Wealth Advisors	Very High $2.3M	$71M	31	94%
Olsen Family Financial, LLC	Low $300K	$14M	46	0%
Hero Investors, LLC	—	—	29	0%
Adviser Alliance, LLC	Very Low $210K	$5.9M	28	0%
Coyne Capital Management, LLC	Very High $2.7M	$77M	28	61%
TAVCO Financial Advisory, Inc	Very Low $200K	$10M	53	11%
Cornerstone Family Office, LLC	Very Low $0	$0	39	100%
ClearMind Capital	Typical $560K	$14M	25	0%
Tetelestai Capital	Very Low $59K	$700K	12	17%
KLD Wealth Management	Low $370K	$8.6M	23	9%
World Choice Securities, Inc.	Typical $620K	$27M	43	26%
Cbs Funding, Inc.	High $780K	$25M	32	6%
J.P.Morgan Wealth Management Solutions Inc.	Low $270K	$8.5M	32	19%
Darcy Brix Investment Representative, Inc	—	—	20	0%
Lloyd Financial Group LLC	High $990K	$20M	20	25%
Asbury Research LLC	Typical $580K	$11M	19	0%
Bluestone Private Wealth, LLC	Very High $11M	$190M	17	59%
Streamline Financial Strategies Ltd	Very Low $70K	$1.2M	17	0%
Ceva Advisors	Very High $2.2M	$52M	24	54%
Investment Analytics, LLC	High $1.1M	$18M	16	31%
Night Sky Capital Management, LLC	Very Low $210K	$3.2M	15	0%
Wayne Financial LLC	High $980K	$15M	15	40%
Integrated Financial Resources, Inc.	Typical $540K	$11M	21	0%
T.I.P.S. 4 Reps	Typical $770K	$5.4M	7	29%
1TaxFinancial	Very Low $0	$0	12	0%
Front Edge Capital Management, LLC	Very High $7M	$84M	12	100%
Chapel Bridge Wealth Advisors	Very High $12M	$200M	17	53%
Virtera Partners LLC	Very High $12M	$190M	15	100%
Robert M Walker & Associates	Very High $1.5M	$14M	9	0%
Chlebina Capital	Low $460K	$5.1M	11	55%
Gould Ruma Financial Advisors	—	—	5	0%
CINCaP Asset Management	Very High $8.6M	$34M	4	50%
The Siekmann Company	High $940K	$4.7M	5	60%
15 Wealth Advisors LLC	—	—	—	—
212 Wealth Management Group, LLC	—	—	—	—
Bison Wealth Management, LLC	—	—	—	—
Cademuir Wealth Management	—	—	—	—
Childs Investment Group, Inc.	—	—	—	—
Creative Financial Solutions, LLC	—	—	—	—
eAdvisor LLC	—	—	—	—
Gudorf Financial Group, LLC	—	—	—	—
H&M Financial Advisors	—	—	—	—
KM&M PINNACLE, Ltd.	—	—	—	—
Legacy Advisory Group, Inc.	—	$380K	—	—
Legacy Advisory Network, LLC	—	$0	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Meridian Wealth Management, LLC	—	$0	—	—
Money & Clarity	—	—	—	—
Navian Asset Management, LLC	—	—	—	—
Paradigm Investment Advisory LLC	—	—	—	—
Resource Strategies Inc	—	—	—	—
Tonjes Financial Group	—	$150K	—	—
Union Strategic Advisors	—	—	—	—
Woodland Wealth Partners	—	—	—	—
YSB Wealth Management	—	—	—	—

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