AUM per client for Team firms serving clients in North Carolina

Team firms active in North Carolina 385 firms

Very Low $180K-$370K

Low $370K-$670K

Typical $670K-$1M

High $1M-$2M

Very High $2M-$3.8M

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

Median: $830K

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Firm	AUM/client	AUM	Clients	HNW client %
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Miller Tabak Asset Management	High $1.3M	$1.2B	936	0%
Allen Wealth Management, LLC	Low $600K	$660M	1,099	18%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Capital Investment Counsel Inc	Typical $750K	$910M	1,221	37%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Channel Wealth, LLC	Low $410K	$810M	1,974	43%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
WestEnd Advisors, LLC	Low $430K	$1.7B	4,050	6%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
SEM Wealth Management	Low $380K	$750M	1,980	13%
Phoenix Wealth Advisors Inc.	Low $400K	$620M	1,538	35%
Cordgrass Capital Advisors, LLC	High $1M	$440M	425	31%
Capital Advisers, Inc.	Typical $770K	$470M	610	10%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Asset Dedication, LLC	High $1.5M	$2.9B	1,986	42%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Beacon Wealthcare LLC	Very Low $340K	$310M	908	12%
Nectarine	Very Low $0	$0	3,210	19%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
CPS Investment Advisors	Typical $760K	$2.4B	3,107	21%
Financial Designs Corporation	Typical $990K	$510M	515	34%
GRP Retirement Planning	Very Low $180K	$160M	846	6%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Whitener Capital Management, Inc	Low $660K	$520M	800	30%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
PSI Advisors, LLC	Low $440K	$760M	1,704	33%
IFC	Very Low $150K	$150M	1,048	3%
Global View Investment Advisors, LLC	Typical $950K	$550M	585	37%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Acorn Financial Advisory Services, Inc.	Low $460K	$1.2B	2,584	21%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Legacy Wealth Management Group, Inc.	Very Low $300K	$290M	963	19%
SWAN Capital	Low $480K	$320M	667	11%
Richmond Brothers, Inc.	Very Low $350K	$230M	665	15%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Liberty Square Wealth Partners LLC	Typical $910K	$560M	620	23%
Resolute Capital, LLC	Very Low $270K	$300M	1,107	6%
United Advisors America	Very Low $160K	$450M	2,809	2%
Discipline Wealth Solutions, Inc.	Low $370K	$710M	1,919	13%
Three Magnolias Financial Advisors	Typical $770K	$460M	599	76%
KMG Fiduciary Partners, LLC	High $1.3M	$1.7B	1,301	31%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Semmax Financial Advisors, Inc.	Low $600K	$500M	826	9%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Arbor Investment Advisors	Very High $2.6M	$1.2B	471	62%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
Allegiance Financial Group	High $1M	$600M	571	27%
Core Advisory Group	Very Low $290K	$330M	1,141	23%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Collegiate Capital Management, Inc.	High $1.5M	$640M	438	47%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Financial Council, LLC	High $2M	$1.3B	648	53%
Hilton Head Capital Partners, LLC	Low $600K	$390M	646	15%
First Financial Coaching, Inc.	Low $440K	$660M	1,500	12%
Sollinda Capital Management LLC	Very Low $290K	$500M	1,710	9%
BNA Wealth	High $1.1M	$610M	534	73%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Linden Thomas Advisory Services, LLC	High $1.3M	$1.6B	1,268	34%
Capstone Wealth Management Group, LLC	Typical $670K	$350M	524	16%
Peak Planning Group, LLC	Typical $850K	$710M	838	21%
AdviceOne Advisory Services, LLC	High $1.4M	$2B	1,449	54%
PACE Financial Advisors	Very Low $290K	$360M	1,240	6%
Lifespan Financial Strategies, Inc.	Typical $690K	$360M	515	19%
Auctus Advisors LLC	Very High $3M	$610M	204	63%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Claris Financial, LLC	Low $540K	$330M	599	27%
Snyder Wealth Group	Low $620K	$370M	599	9%
Altrius Capital Management, Inc.	High $1.4M	$680M	499	50%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
3Edge Asset Management, LP	Typical $750K	$1.1B	1,489	24%
Madison Advisory Services, Inc.	Low $470K	$500M	1,080	19%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
A4 Wealth Advisors LLC	Very Low $360K	$210M	587	25%
Wilson Wealth Management Group, L. L. C.	Very Low $100K	$50M	480	3%
Cardinal Capital Management Inc	Very High $2.7M	$760M	287	53%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Absher Wealth Management, LLC	High $1.8M	$1.2B	665	57%
Integrated Financial Strategies, LLC	Typical $680K	$320M	474	32%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Tar River Wealth Planning, LLC	Typical $790K	$370M	469	20%
Defender Capital	Very High $2.4M	$450M	186	69%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Eagle Wealth Management Group Inc.	Typical $770K	$350M	452	29%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Aspire Private Capital	Typical $720K	$510M	709	28%
Curran Financial Partners, LLC	Low $500K	$650M	1,314	9%
Matauro, LLC	High $1.2M	$1B	876	40%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Serenity Investment Advisors	Low $590K	$260M	430	15%
Proactive Wealth Strategies, LLC	Typical $710K	$310M	429	24%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Kuhn Advisors, Inc.	Very High $3.1M	$800M	256	78%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
PAX Financial Group	Low $550K	$750M	1,350	13%
Sound View Wealth Advisors Group, LLC	Very High $2.4M	$2.2B	927	49%
ValueWealth Services, LLC	Typical $760K	$320M	420	27%
Oath Planning, LLC	Low $570K	$280M	502	12%
Rainey & Randall Wealth Advisors, Inc.	Very High $2.8M	$920M	332	59%
Washington Avenue Advisors	Low $460K	$300M	662	13%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Wealthshield Partners, LLC	High $1.1M	$1.2B	1,156	25%
James River Asset Management, LLC	Low $660K	$270M	411	25%
Boldin Advisors	Very Low $0	$0	821	63%
Cornerstone Wealth	High $1M	$2.4B	2,373	13%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Horizon Financial	Typical $700K	$510M	734	16%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Old North State Wealth Management, LLC	Typical $960K	$450M	471	24%
Horizon Financial Services, LLC	Typical $670K	$260M	391	24%
Onyx Bridge Wealth Group LLC	Typical $740K	$1.3B	1,794	19%
Zuraw Financial Advisors, LLC	Very High $2.8M	$430M	154	42%
BCA Private Wealth, Inc.	Typical $820K	$310M	383	44%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
Selective Wealth Management, Inc.	Low $640K	$440M	688	27%
Wealthcrest Financial Services, LLC	High $1.3M	$510M	380	61%
Worth Advisors	Low $620K	$280M	451	13%
Cannon Wealth Management Services	Low $530K	$200M	374	14%
Baron Silver Stevens Financial Advisors, LLC	High $2M	$1.2B	598	73%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Laurel Wealth Advisors, LLC	High $2M	$1B	520	47%
Opus Financial Advisors, Inc.	Very Low $78K	$29M	369	11%
Smallwood Wealth Management	Typical $680K	$300M	441	25%
Carolina Wealth Management, Inc.	Typical $980K	$580M	587	25%
Hilltop Wealth Advisors, LLC	High $1.1M	$640M	586	42%
Cypress Capital, LLC	Low $640K	$420M	657	16%
Trustwell Financial Advisors, LLC	Typical $720K	$260M	363	16%
The Kelly Group	Typical $960K	$1B	1,087	23%
rebel Financial, LLC	Typical $820K	$360M	433	23%
Sigma Investment Counselors	Very High $2.8M	$2.2B	775	66%
Vista Investment Partners	Typical $760K	$380M	491	19%
Jt Stratford, LLC	Typical $770K	$960M	1,238	21%
Atlas Private Wealth Advisors	Typical $710K	$860M	1,211	17%
Proxy Wealth Advisors LLC	Very Low $120K	$74M	605	2%
Commonwealth Retirement Investments LLC	High $1.1M	$380M	336	41%
William Joseph Capital Management, Inc.	Low $370K	$690M	1,879	9%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Buttonwood Wealth	High $1M	$410M	399	27%
Professional Advisory Services Inc	Very High $2M	$1.2B	596	42%
1808 Capital Partners	Very High $2.3M	$610M	264	43%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
Tilia Fiduciary Partners, Inc.	High $1.2M	$400M	329	23%
Financial Management Network Inc	High $1.1M	$1.5B	1,379	33%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
Insight Folios	Very Low $270K	$330M	1,228	6%
G&H Investments	Very High $2.6M	$330M	129	29%
RZH Advisors LLC	Very High $5.4M	$2.4B	451	68%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Smith Salley Wealth Management	Very High $2.5M	$2.7B	1,093	62%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
DWD Portfolio Solutions, Inc.	Typical $780K	$250M	316	9%
Liberty Wealth Management, LLC	High $1.1M	$1.7B	1,510	66%
One Advisory Partners, LLC	High $1.2M	$370M	314	32%
Financial Advisors Network, Inc.	High $1.3M	$1.1B	816	40%
Victrix Investment Advisors	Typical $780K	$340M	435	21%
Bedel Financial Consulting Inc	Very High $2.5M	$2.9B	1,162	64%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Murphy & Sylvest	Typical $1M	$430M	427	36%
Grant Street Asset Management Inc	High $1.6M	$670M	425	40%
Providence Capital Advisors, LLC	Very High $2.5M	$1.1B	424	60%
Hobart Wealth	Typical $770K	$560M	725	23%
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Typical $1M	$420M	420	15%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
Embree Financial Group	High $1.6M	$1.3B	835	43%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Momentum Advisors	Typical $990K	$350M	354	38%
Four Financial Management	Low $460K	$160M	353	12%
Normandy Investment Advisors	Typical $900K	$260M	294	24%
Thompson Davis & Co., Inc.	Typical $690K	$200M	294	70%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Proffitt & Goodson Inc.	Very High $2.6M	$750M	293	58%
Torrey Growth & Income Advisors, LLC	High $1.1M	$330M	293	22%
Financial Symmetry Inc.	High $1.8M	$1.5B	872	63%
California Capital Management	Typical $1M	$350M	347	32%
Prospect Financial Services LLC	Low $630K	$330M	520	14%
Castle Coast Wealth, LLC	High $1.3M	$370M	288	47%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
Triangle Wealth Management	Very High $2.5M	$1.3B	516	56%
Leelyn Smith, LLC	High $1.1M	$850M	799	27%
Blue Ridge Wealth Planners	Low $450K	$360M	790	9%
Fiori Financial Group	Very High $2.4M	$530M	224	46%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
LifePlan Group	High $1.2M	$330M	278	50%
Henderson Brothers Financial Partners LLC	Low $390K	$400M	1,044	33%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
MIAI, Inc.	Typical $760K	$210M	274	12%
Resurgent Advisors	Typical $920K	$350M	379	22%
Blue Financial	Low $450K	$150M	324	9%
Holderness Investments Co	High $1.9M	$610M	324	29%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
AP Wealth Management	High $1.2M	$330M	269	51%
NobleBridge Wealth	Low $580K	$210M	372	15%
Live Oak Private Wealth, LLC	Very High $2.7M	$1.3B	476	56%
Act Wealth Management, LLC	Very High $2.2M	$570M	264	86%
Uwharrie Investment Advisors, Inc.	Very Low $350K	$290M	837	27%
The Watchman Group, Inc.	Very High $2.4M	$630M	261	55%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Atlantic Private Wealth, LLC	Very High $3.8M	$790M	206	62%
Topsail Wealth Management LLC	Very High $6.1M	$1.2B	206	62%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Riggs Asset Management Co Inc	High $1.5M	$620M	410	35%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
Go Wealth Management	Very Low $270K	$120M	457	9%
Cranbrook Wealth Management, LLC	Very High $3.6M	$900M	253	50%
Carlson Investments	High $1.5M	$540M	350	31%
Arjuna Capital, LLC	Very High $3.2M	$480M	149	66%
Tradewinds, LLC	High $1.3M	$640M	495	34%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Delta Financial Advisors, Inc.	Typical $950K	$230M	245	29%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Wright Wealth LLC	Typical $780K	$190M	240	20%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
The Fiduciary Group	Very High $2.3M	$1.4B	621	56%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Omnistar Financial Group, Inc.	Typical $940K	$220M	236	33%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
Bastion Fiduciary	Low $390K	$93M	235	0%
Scholar Financial Advising, LLC	Very Low $0	$0	235	57%
Total Clarity Wealth Management, Inc	Typical $730K	$750M	1,032	25%
Cannon Advisors	Typical $790K	$180M	228	29%
Chicory Wealth	High $1.5M	$830M	539	42%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
Forthright Capital	Very Low $110K	$110M	978	1%
Family Wealth Partners, LLC	High $1.4M	$360M	266	23%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
BSG Advisers	Low $500K	$130M	264	24%
Hunter Street Investment Advisors LLC	Low $470K	$170M	352	1%
Delta Investment Management, LLC	Typical $780K	$850M	1,099	15%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Invicta Financial Group	Typical $780K	$370M	477	38%
Alpha Financial Advisors, LLC	Very High $2.4M	$620M	259	70%
John G. Ullman & Associates, Inc	High $1.5M	$1.5B	992	33%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
Nepsis, Inc.	Low $580K	$340M	590	16%
Novare Capital Management	Very High $2.5M	$1.9B	757	58%
Delegate Advisors, LLC	Very High $33M	$1.4B	42	100%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Cornerstone Wealth Planning	High $1.2M	$480M	409	31%
Kingsbury Capital Investment Advisors LLC	Low $630K	$160M	245	24%
Peace of Mind Wealth Management	Typical $870K	$280M	324	46%
Bts Asset Management, Inc.	Very Low $180K	$82M	443	0%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
Idle Hill Advisors LLC	Low $540K	$110M	200	29%
Leigh Baldwin & Co., LLC	Low $390K	$260M	676	10%
Fortress Financial Solutions, LLC	Low $510K	$140M	278	21%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
GFG Solutions	Typical $970K	$310M	315	100%
Curio Wealth, LLC	High $1.3M	$460M	354	14%
Arkos Global Advisors, LLC	Very High $2.4M	$1B	432	37%
Endowment Wealth Management, Inc.	High $1.1M	$500M	471	31%
Bluesky Wealth Advisors, LLC	Very High $2.9M	$1B	350	71%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Alpha Zero LLC	Low $610K	$260M	421	21%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Strategic Portfolio Solutions, LLC	Typical $720K	$140M	188	29%
Columbia Advisory Partners, LLC	Low $470K	$300M	630	29%
JIM Saulnier & Associates, LLC	High $1.6M	$290M	184	47%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Benefit Financial Services Group	High $1.6M	$1.4B	861	38%
FCIG Wealth Management, LLC	Low $500K	$89M	179	13%
Keenan Financial	Very Low $270K	$200M	751	6%
CP Advisors, Inc.	Low $390K	$70M	178	17%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Sheets Smith Wealth Management	Very High $3.3M	$1.2B	382	46%
Colton Groome Financial Advisors, LLC	High $1.9M	$660M	346	52%
Hamilton Point Investment Advisors, LLC	Very High $3.8M	$910M	239	85%
Raleigh Capital Management Inc.	Typical $880K	$390M	443	28%
Woodward Financial Advisors, Inc.	Very High $3.2M	$640M	203	97%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Leading Edge Financial Planning LLC	High $1.7M	$520M	302	64%
OLIO Financial Planning	High $1.6M	$580M	368	42%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
Masonboro Advisors	Typical $900K	$210M	228	30%
Omnia Family Wealth, LLC	Very High $5M	$810M	162	57%
Mill Capital Management, LLC	Very High $8M	$780M	97	80%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
The Capital Management Corporation	Very High $3.4M	$630M	187	66%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Stark Financial Advisers, Inc.	Low $510K	$95M	186	10%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Foundry Financial LLC	High $1.3M	$230M	184	44%
Crown Wealth Group LLC	High $1.7M	$420M	243	47%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Oakworth Asset Management, LLC	High $1.3M	$710M	539	31%
Intellectus Partners, LLC	Very High $8.4M	$1.5B	179	100%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Integrity Financial Advisors, LLC	Low $480K	$110M	230	10%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Sapere Wealth Management, LLC	Very High $2.5M	$580M	227	66%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Arcadia Investment Management Corp	Very High $7.6M	$650M	85	72%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Dutch Asset Corporation	Typical $780K	$170M	219	27%
MBL Advisors	Very High $5.3M	$1.4B	270	90%
Feltl Advisors	Low $390K	$160M	395	0%
WMS Advisors, LLC	Very High $2.1M	$280M	131	42%
Global Investment Advisory	Low $390K	$72M	182	12%
Verum Partners LLC	Very High $2.4M	$880M	361	76%
Sharp Financial	Very High $2.6M	$460M	178	38%
CapSouth Wealth Management	High $1.3M	$440M	330	37%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
ABS Legacy Partners, LLC	Very High $18M	$440M	24	75%
Global Strategic NextGen OCIO	Very High $10M	$1.2B	114	81%
MDRN Capital	Low $600K	$340M	569	75%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Fruitful	Very Low $72K	$25M	351	0%
Argonautica Private Wealth Management, Inc	Very High $4M	$440M	109	53%
Old Peak Finance	Very High $4.1M	$710M	174	61%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Forefront	Low $420K	$240M	572	18%
Glassy Mountain Advisors, Inc.	Very High $2.9M	$370M	127	66%
Blue Line Capital	Typical $860K	$100M	121	20%
LRI Investments	Very High $4M	$1.9B	477	45%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
Sparta Wealth Partners	High $1.8M	$280M	156	75%
Keener Financial Planning	Very High $2.4M	$460M	193	75%
Ascendor Wealth, LLC	High $1M	$140M	135	25%
PracticeCFO Investments	Typical $800K	$170M	211	60%
Tillman Hartley LLC	Very High $11M	$640M	57	81%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Wealth More Enterprise, Inc.	Very Low $1.1K	$100K	89	0%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Ironsides Asset Advisors, LLC	Very High $41M	$1.4B	34	76%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Financial Transparency	High $1.3M	$300M	227	23%
Capitalwize, LLC	Very Low $2.7K	$270K	101	0%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Acima Private Wealth LLC	Very High $7M	$410M	59	61%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Investment Research Corp	Very Low $310K	$51M	163	2%
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High $15M	$1.8B	119	100%
Q3 Advisors, LLC	—	—	224	0%
Foundation Wealth & Tax Advisors, LLC	Typical $730K	$68M	93	35%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Saltbox Financial LLC	High $2M	$90M	46	57%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
Granville Capital, Inc.	Very High $24M	$600M	25	100%

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