HNW client percentage for Independent firms serving clients in California

Independent firms active in California 1,864 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-38%

High 38%-72%

Very High 72%-100%

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

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Evidence Based Investing, LLC	Low 0%	—	3	$0
George Hill Asset Management, LLC	Very High 100%	3	3	$1.3M
Global Wealth Management	Low 0%	—	3	$350K
Granada Capital Management, LLC	Low 0%	—	3	$330K
Harvey Wealth Management LLC	Very High 100%	3	3	$2.2M
Hevel Capital, LLC	Low 0%	—	3	$580K
Huayu Tsu Investment Management	Low 0%	—	3	$430K
Hughes Wealth Management Incorporated	Very High 100%	3	3	$1.9M
Irontree Wealth Management, Inc.	Low 0%	—	3	$350K
John Nuckel LLC	Very High 100%	3	3	$4.7M
Joseph C. Longo, Attorney At Law	Low 0%	—	3	$0
JPL Wealth Management	Low 0%	—	3	$240K
Kelly Investment Management, LLC	Low 0%	—	3	$190K
MedCentric Financial Network	Low 0%	—	3	—
Meriwether Family Office, LLC	Low 0%	—	3	—
Midway Partners Capital Management, LLC	Low 0%	—	3	$490K
Pacific Trust Wealth Management	Very High 100%	3	3	$390K
Portage Capital Management LLC	Very High 100%	3	3	$6.4M
Sdmi Insurance And Financial Services	Low 0%	—	3	$350K
Shepherd Advisor	Low 0%	—	3	$260K
Shift to Impact	Typical 33%	1	3	$0
Silverback Capital Management	Typical 33%	1	3	$140K
Spiritus Financial Planning	Typical 33%	1	3	$2.2M
Stamper Capital & Investments, Inc.	Typical 33%	1	3	$810K
Stebnicki Financial Planning	Typical 33%	1	3	$620K
The $ Coach, LLC	Low 0%	—	3	$58K
The Cornish Group LLC dba Cornish Financial Services Group	Low 0%	—	3	—
Truetide Wealth	Low 0%	—	3	—
Trusted Path Wealth Management, LLC	Typical 33%	1	3	$1.2M
Turbo-Calc, LLC	Very High 100%	3	3	$250K
Unlock Investments	Very High 100%	3	3	$70K
Venado Investment Advisors LLC	Very High 100%	3	3	$330K
WesCal Wealth LLC	Typical 33%	1	3	$2.3M
Wholeness Financial	Low 0%	—	3	$180K
Worthique	High 67%	2	3	$250K
Aalexander LLC	Low 0%	—	4	$280
Anora Wealth	Low 0%	—	4	$480K
BridgeLane Financial	Low 0%	—	4	$210K
Brookside Wealth Management LLC	Very High 100%	4	4	$1.6M
Centricity Financial LLC	Very High 100%	4	4	$2.1M
Clarity Financial	Low 0%	—	4	$120K
Crystal Investment Management	Very High 75%	3	4	$1.4M
De Novo Capital LLC	Low 0%	—	4	$710K
Evergreen Capital Holdings, LLC	Very High 100%	4	4	$1M
Full Compass Investment Advisors	Low 0%	—	4	$240K
Gator Investment Advisors, LLC	Very High 100%	4	4	$590K
Hilltop Advisors, LLC	Very High 100%	4	4	$3.8M
JFD Capital, LLC	Very High 100%	4	4	$1.3M
JS Consulting	High 50%	2	4	$0
Kelmar Capital Management, LLC	Very High 100%	4	4	$2.1M
Legacy Road Family Offices	Very High 100%	4	4	$29M
LW Pacific Investments LLC	Low 0%	—	4	$720K
Master Structured Alternative Asset Related Strategies, LLC	Very High 100%	4	4	$250K
Measured Money Maneuvers	Low 0%	—	4	$330K
Open Square Capital, LLC	Typical 25%	1	4	$2.8M
Pamela Plick Wealth Management LLC	Low 0%	—	4	$33K
Saber Asset Management	Very High 75%	3	4	$220K
Shorebird, LLC	Low 0%	—	4	$460K
Sila Value Advisors, LLC	Typical 25%	1	4	$550K
SpendVest	Low 0%	—	4	—
SR99Advisors	Low 0%	—	4	$9.7K
Stafford Capital Management LLC	Very High 100%	4	4	$1.1M
The Wealth Mastery, LLC	Low 0%	—	4	$460K
Trigofi	Low 0%	—	4	$99K
Von Halle, Allan	Typical 25%	1	4	$750K
7 Summits Investment Management, LLC	Low 0%	—	5	$250K
ACCLARO Wealth Management	Typical 20%	1	5	$920K
Alpine Peaks Consulting	Typical 20%	1	5	$5M
Aquarius Financial	Low 0%	—	5	$0
ATIP, Inc	Low 0%	—	5	$240K
A. TO Z. Financial Consulting and Wealth Management	Low 0%	—	5	$420K
AVEC LLC	Very High 100%	5	5	$9M
Barlow, Paul David	Very High 100%	5	5	$330K
Boulevard Investment Management LLC	Very High 80%	4	5	$10M
Bow Stream Investments LLC	Very High 100%	5	5	$2.1M
Brand New Day Wealth Planning, LLC	Low 0%	—	5	—
Capstan LLC	Very High 100%	5	5	$7M
CAtrs Teachers Retirement Services LLC	Low 0%	—	5	$0
C.D. Allen Wealth Management, LLC	Very High 100%	5	5	$800K
Consonance Wealth Management	Very High 100%	5	5	$2.5M
Coryell Capital Management	Low 0%	—	5	$270K
Dan Edwards Investment Advisory Services, LLC	Low 0%	—	5	$1.1M
Dirigo Investment Advisors, LLC	Very High 100%	5	5	$480K
Empath Wealth	Typical 20%	1	5	$230K
Encore Wealth Advisors, LLC	Very High 80%	4	5	$2.2M
Fidere	Very High 100%	5	5	$2.2M
Fingage Advisors LLC	Low 0%	—	5	$420K
Firestorm Capital	Low 0%	—	5	$1.8M
Harris Wealth Management	Low 0%	—	5	$2.6M
Hawk Capital Wealth Management LLC	Very High 100%	5	5	$740K
Hesperian Wealth	Typical 20%	1	5	$570K
Jar Advisor	Low 0%	—	5	$1.1M
JMO Financial	Very High 100%	5	5	$1.7M
John Schooler Jones LLC	Low 0%	—	5	—
Kaitz Investments Inc.	Very High 100%	5	5	$410K
Kalo Capital Management, LLC	Very High 100%	5	5	$1.2M
Lodestone Capital Solutions LLC	High 40%	2	5	$840K
Manektala Investment Advisory Services Inc.	Very High 100%	5	5	$1.1M
Mathematica Capital Management, LLC	Very High 100%	5	5	$890K
McFarlane Investment Advisory Services Inc.	Low 0%	—	5	$730K
Moore, Ronald Keith	Very High 100%	5	5	$700K
Newhouse Integrated Financial Advisors LLC	Very High 100%	5	5	$6M
Novice Capital LLC	Very High 80%	4	5	$1.9M
Pacific Street Advisors LLC	Very High 100%	5	5	$650K
Pillar Point Wealth Management LLC	Low 0%	—	5	$1M
PI Wealth Plan LLC	Very High 100%	5	5	$4.6M
Prince, William L	Very High 100%	5	5	$1.6M
RIHO Partners, LLC	Very High 100%	5	5	$15M
Rogers Investment Advisors, LLC	Very High 100%	5	5	$6.7M
Rosasharn Investment Management, LLC	Low 0%	—	5	$360K
ScionAI	Low 0%	—	5	$48K
Shalom Global Capital Group LLC	Very High 100%	5	5	$1.9M
SimplySmart Asset Management	Very High 100%	5	5	$5.9M
Strasburg Asset Management Company LLC	Very High 100%	5	5	$1.6M
Stravida Wealth LLC	Low 0%	—	5	$260K
Tailwind Financial Planning LLC	Very High 80%	4	5	$790K
TPW Finance LLC	High 60%	3	5	$1.7M
Tranquil Asset Management LLC	High 60%	3	5	$2.9M
Victorwealth, LLC	Low 0%	—	5	$17K
WJ Consulting LLC	Low 0%	—	5	$110K
Zen Trading LLC	High 60%	3	5	$410K
Accel Advisors, Inc.	High 67%	4	6	$940K
Aequitas Financial, LLC	Low 0%	—	6	$240K
Ajax Asset Mgmt., LLC	Very High 100%	6	6	$2.1M
ALC Capital Management, LLC	Very High 100%	6	6	$1.8M
Ambrosia Herb Tea, LLC	Low 0%	—	6	$270K
American Legacy Capital	Very High 100%	6	6	$980K
Analytic Investment Management LLC	Very High 100%	6	6	$1.2M
Anvik Advisers LLC	Very High 100%	6	6	$4.5M
Candor Financial, LLC	Very High 100%	6	6	$18M
Clym LLC	Low 0%	—	6	$530K
Cogent Investment Advisors LLC	Very High 100%	6	6	$2.9M
Cowan Capital Advisors	High 50%	3	6	$2.5M
Dan Hassey Investment Advisory	Low 0%	—	6	$300K
DFS Capital Management	High 67%	4	6	$130K
Finances for Life, LLC	Low 0%	—	6	$130K
First Sigma Capital LLC	Very High 100%	6	6	$1.7M
Forum Private Wealth, LLC	Low 0%	—	6	—
Granite Research, LLC	Low 0%	—	6	—
Griffin Financial	Low 0%	—	6	—
Honor Family Office, LLC	High 67%	4	6	$9.1M
Innovative Wealth Partners, LLC	Very High 100%	6	6	$0
Interval Capital Management, LLC	Very High 100%	6	6	$1.2M
InverseWealth LLC	Low 0%	—	6	$220K
Investcraft Advisors LLC	Low 0%	—	6	$1.5M
Joseph M. Presti Investments	Very High 100%	6	6	$500K
MCDONNELL Financial Services	Low 0%	—	6	$1.6M
Mechfi	Low 0%	—	6	$15K
NAV Financial, LLC	Low 0%	—	6	$0
Net Income LLC	Typical 33%	2	6	$310K
Obel Financial Advisors	Low 0%	—	6	$180K
Olive Street Capital Partners LLC	Very High 100%	6	6	$15M
Optura Advisors, Inc.	Low 0%	—	6	$96K
Phingers and Toze Investments, LLC	Very High 100%	6	6	$12M
RCM Robinson Capital Management LLC	Very High 100%	6	6	$970K
Rhubarb Investments, LLC	Very High 100%	6	6	$890K
Rising Capital Inc.	Very High 100%	6	6	$5M
Rockridge Money Management LLC	Very High 100%	6	6	$2.6M
Summit Equity Management, Inc.	Low 0%	—	6	$410K
TaxDude Financial Advisor	Low 0%	—	6	$3.3M
Thomas Investment Advisors LLC	Very High 100%	6	6	$2M
Xpand Investment LLC	Low 0%	—	6	$150K
401K Assist, LLC	Low 0%	—	7	—
ABA Capital LLC	Very High 100%	7	7	$2.5M
Aneuvia Capital	Very High 100%	7	7	$1.9M
Astra Wealth Management LLC	Low 0%	—	7	$820K
Atwima Wealth Management LLC	Low 0%	—	7	$100K
Baker & Associates Registered Investment Advisors, LLC	Low 0%	—	7	$20K
Beacon Financial Management LLC	Typical 29%	2	7	$530K
Brookside Capital Group LLC	Low 14%	1	7	$110K
Capital Planning Group, LLC	Typical 29%	2	7	$420K
Carter & Balsam Advisers	High 57%	4	7	$2.2M
Childress Investment Management	Low 0%	—	7	$470K
Dean Peterson Capital Management, LLC	High 43%	3	7	$810K
DTCARSON Asset Management	Low 0%	—	7	$79K
Evidencial Financial Consulting	Very High 100%	7	7	$2.3M
Finmentum LLC	Very High 86%	6	7	$400K
Foundation Associates Asset Management Inc.	Low 0%	—	7	$1.3M
Green Room Partners LLC	Very High 100%	7	7	$1M
Hayk Capital	Low 0%	—	7	$110K
Itero Capital, LLC	Very High 100%	7	7	$8.7M
Jack Point Advisors, LLC	Very High 100%	7	7	$5M
Joyner Financial Planning LLC	Low 0%	—	7	$0
Jt Wealth Management	Very High 100%	7	7	$1.5M
JW Golden Gate Investment, LLC	Very High 100%	7	7	$1.1M
Knight of California LLC	Very High 86%	6	7	$1.3M
LAMPLIGHTER Capital Management	High 43%	3	7	$280K
Legion Financial Advisors	Very High 100%	7	7	$10M
Leyenda Capital	Very High 100%	7	7	$7.9M
Liberton Financial LLC	Low 0%	—	7	$13K
Meera Advisory, L.L.C.	Very High 100%	7	7	$670K
MKG Capital Management, LLC	Very High 100%	7	7	$3M
MK Investment Advisors, LLC	Very High 100%	7	7	$2.3M
MoneyPro Wealth Management, LLC	Low 0%	—	7	$260K
Munifi, LLC	High 71%	5	7	$28K
My Money MGR	Low 0%	—	7	$1.1M
Next Level Wealth Management, LLC	High 57%	4	7	$1M
Norberg Capital Management, LLC	Very High 100%	7	7	$1.6M
OLMA Advisors	Low 14%	1	7	$520K
Opes Capital Group, LLC	High 43%	3	7	$710K
Pacific Crest Asset Management LLC	Low 0%	—	7	$4.1M
Pathfinder Wealth Advisors, LLC	Very High 100%	7	7	$3M
QTR Capital Management LLC	High 43%	3	7	$64K
Qubed Capital, LLC	Low 0%	—	7	$1.8M
Retegy LLC	Low 0%	—	7	$1.2M
Spark Financials LLC	Low 0%	—	7	$460K
Tactical Equity Partners, LLC	Very High 100%	7	7	$300K
UP&UP Capital, Inc.	Low 0%	—	7	$20K
Westlight Wealth	High 57%	4	7	$3.1M
Westside Financial Advisors LLC	High 71%	5	7	$590K
212 Wealth Management	Low 0%	—	8	$260K
Accrescent Capital Management LLC	Typical 25%	2	8	$170K
Asesoria Financiera Independiente, Inc.	Very High 100%	8	8	$2.7M
Asymmetric Advisors	Low 0%	—	8	$120K
Brian Sly and Company	Very High 100%	8	8	$250K
Chasing Value Asset Management, Inc.	High 50%	4	8	$1M
Confide	Low 0%	—	8	$1.6M
Crawford Capital, LLC	Very High 100%	8	8	$670K
Devens Wealth Management	Low 0%	—	8	$440K
D.R. Harris & Co.	Low 0%	—	8	$0
Fenul Wealth Management LLC	High 50%	4	8	$110K
Fiduciary Planners	Low 0%	—	8	$210K
Forward Horizon Investment	Very High 88%	7	8	$78K
GC Asset Management	Low 13%	1	8	$350K
GD Investment Advisers LLC	Very High 100%	8	8	$1.8M
Greenworth Investment Advisors, LLC	Typical 25%	2	8	$630K
Hartman Financial Planning	Low 0%	—	8	$630K
Herrington Investment Solutions	Very High 75%	6	8	$700K
Iluka Advisors	Very High 100%	8	8	$3M
Imagine Math	Low 0%	—	8	$470K
Jane Financial, LLC	Very High 100%	8	8	$2.6M
JRO Wealth Management LLC	High 38%	3	8	$960K
Lindy Wealth, LLC	Low 0%	—	8	$23K
Luma Financial	Typical 25%	2	8	$650K
Maverick Value, LLC	High 63%	5	8	$1.8M
Mills Financial Group	Low 0%	—	8	$18K
Moonshot Planning LLC	Low 0%	—	8	$100K
Organik Capital LLC	Low 0%	—	8	$340K
Parkwood Capital Management LLC	High 38%	3	8	$490K
Penserra Wealth Management	Low 0%	—	8	$310K
Reeves, James, Townsend	Very High 100%	8	8	$2.1M
Reset Financial Planning LLC	Very High 100%	8	8	$2M
Rhb Capital, Inc.	High 38%	3	8	$4.3M
Rowen Capital Management, LLC	Low 0%	—	8	$2.3M
Safe Harbor Assets	High 63%	5	8	$380K
Schuler Capital Management LLC	Very High 100%	8	8	$2.8M
Select Investment Services	Low 0%	—	8	$67K
Shepherd Investment Management	High 50%	4	8	$400K
Sherwood Oak Knoll, LLC	Low 0%	—	8	$380K
She Wealth Advisors LLC	Low 0%	—	8	$180K
Strateon Intelligent Wealth LLC	Very High 88%	7	8	$0
The Independent Financial Group	Low 0%	—	8	$1.4M
The Jones Stewardship Group, LLC	Low 0%	—	8	$310K
Tianhu Investments	Very High 100%	8	8	$2.9M
Valoria Wealth Management LLC	Typical 25%	2	8	$600K
Veraison Asset Management, LLC	Low 0%	—	8	$5M
Whitcraft Capital Management	Low 0%	—	8	$380K
Wright Financial & Business Advisors	Low 0%	—	8	$530K
Afzali Investments, LLC	Very High 100%	9	9	$870K
ALE LLC	Very High 100%	9	9	$870K
Baynes Financial LLC	Low 0%	—	9	$71K
Castellan Financial Advisors	Low 0%	—	9	$1.4M
Cliveden Capital Management, LLC	Very High 100%	9	9	$13M
Couillard Capital LLC	Low 11%	1	9	$56K
Echo Wealth Partners	Very High 89%	8	9	$930K
FD Ball Investment Advisors, LLC	Low 0%	—	9	$200K
FDP Wealth Management, LLC	Low 0%	—	9	$0
Financial Planning Concepts, Inc.	Very High 100%	9	9	$2.4M
FM Capital Group	Low 0%	—	9	$350K
Gridley Associates Inc	Very High 100%	9	9	$9.5M
Manzanita Wealth Management LLC	Low 11%	1	9	$340K
Mitchell Financial Planning	Low 0%	—	9	—
Moneywise Financial Advisors	Very High 100%	9	9	$4.7M
MPE Capital	Low 0%	—	9	$130K
Orange County Asset Management	Typical 22%	2	9	$310K
Pale Blue Capital LLC	Low 0%	—	9	$120
Phase Two Capital, LLC	High 67%	6	9	$2.8M
Point4ward Financial Planning	High 67%	6	9	$450K
Redwood Financial Advisors, Inc	Very High 100%	9	9	$1.7M
Shidoosh Wealth Management LLC	Typical 22%	2	9	$1.4M
Sierra Financial Planning & Asset Management	Typical 22%	2	9	$2.8M
Smart Portfolio	Very High 100%	9	9	$120K
Strikeout Capital LLC	Low 0%	—	9	$79K
ThinkPlanSave	Very High 100%	9	9	$1.8M
Xitright	Typical 22%	2	9	$450K
245 Investments LLC	Low 0%	—	10	$450K
3D Holistic Wealth	High 50%	5	10	$480K
Ai Financial, Inc.	Low 0%	—	10	$500K
Anthony J. Mancini, I.A.	Low 0%	—	10	$600K
Arbor Family Wealth Advisors, Inc.	Low 0%	—	10	—
Axis Capital Management, LLC	High 40%	4	10	$1.6M
Barry F.T. Bolker	Low 0%	—	10	$0
Blom Levy & Co., LLC	Typical 30%	3	10	$570K
Brave New Wealth	Very High 100%	10	10	$2.7M
Broman & Greig Asset Management, LLC	Very High 100%	10	10	$1M
Chris A. Clark Insurance Services, LLC	Low 0%	—	10	$0
Clearbridge Financial	Low 0%	—	10	—
Coffeehouse Capital	Low 0%	—	10	$1.1M
Cogent Capital Group	High 60%	6	10	$8.7M
Compound Wealth Advisors	High 60%	6	10	$1.1M
Coulombe and Sons Wealth Management	High 50%	5	10	$130K
Create My Wealth LLC	Low 10%	1	10	$52K
Doty Equity Advisors, Inc.	Very High 100%	10	10	$3.7M
FinCop Financial Planning	Low 0%	—	10	$0
Generative Family Office LLC	Very High 100%	10	10	$0
Hentch Solutions	Low 0%	—	10	—
Hilbar Capital, LLC	Typical 20%	2	10	$280K
Infinity Financial Planning	Low 0%	—	10	$270K
Insight Personal Finance	Typical 20%	2	10	$590K
InvesDid	Low 0%	—	10	—
Jackson Peak Capital LLC	High 70%	7	10	$290K
KRM Advisory Services	Low 0%	—	10	$220K
Legacy Wealth Capital, LLC.	Very High 100%	10	10	$650K
MP3 Finance LLC	Low 0%	—	10	$50K
Pacific Oak Financial Planning LLC	Low 0%	—	10	$770K
Pashman Financial LLC	Low 0%	—	10	$70K
Philadelphus Capital	Very High 90%	9	10	$710K
Quantwealth Advisors LLC	Very High 100%	10	10	$2M
RF Capital Management	High 50%	5	10	$82K
Sierra Capital Management	Low 0%	—	10	—
Silicon Valley Capital Management	Very High 80%	8	10	$3.6M
Smith, Blair	Low 0%	—	10	$600K
Solomon Investment Consulting, Inc.	Very High 80%	8	10	$2.8M
Spirit Global Investment Advisors, LLC	Very High 100%	10	10	$8.5M
Step Financial Services, LLC	Low 0%	—	10	$500K
Stone Oak Capital, LLC	Very High 90%	9	10	$640K
Tech Wealth, LLC	Low 0%	—	10	$1.1M
Wahdy Capital	Very High 100%	10	10	$100K
Wise Asset Management L.L.C.	Low 10%	1	10	$190K
Zuma Capital Management, LLC	High 50%	5	10	$720K
Achievable Wealth, LLC	Low 0%	—	11	$260K
Advisory Financial Services LLC	Low 0%	—	11	$45K
Aragon Advisors	Very High 100%	11	11	$10K
Blueprint Retirement Advisors LLC	Low 0%	—	11	$240K
Boundless Advice LLC	Typical 36%	4	11	$1.6M
Capital Management Group	Very High 100%	11	11	$180K
Cratty & Swanson Advisors L.L.C.	Low 0%	—	11	—
Find Your FI	Low 0%	—	11	—
Gold Star Asset Management, LLC	Very High 100%	11	11	$130K
Goodrich Financial Group, LLC	Very High 100%	11	11	$1.3M
Guttman Financial Planning	Very High 100%	11	11	$150K
Hunter Value Capital LLC	High 55%	6	11	$1.5M
Influx Capital Management	Low 0%	—	11	$180K
Inside Arbitrage Advisors, LLC	Low 0%	—	11	$340K
John Friedman Financial	Low 0%	—	11	$0
Kingdom Capital Management	Low 0%	—	11	$50K
Laguna Investment Services	Low 0%	—	11	$220K
LLG Wealth Management	Typical 36%	4	11	$630K
Lucidity Wealth Advisors Inc.	Very High 100%	11	11	$1.9M
Paolo Bernardi Advisor	Low 0%	—	11	$280K
Paul Edward Fritch CPA	Low 0%	—	11	$220K
Process Wealth LLC	Very High 73%	8	11	$1.2M
Q4 Strategic Equity Advisors Inc.	Low 0%	—	11	$210K
Quest Investment Firm	Low 0%	—	11	$170K
Spondeo Capital, LLC	High 64%	7	11	$2.4M
Susan Carlisle	Very High 91%	10	11	$2.1M
Syzygy Financial LLC	Low 0%	—	11	$71K
Three Sheep Wealth Management, LLC	High 45%	5	11	$830K
Tilden Path Capital LLC	Low 0%	—	11	$700K
Tourmaline Capital Management LLC	Typical 27%	3	11	$410K
Treveri Capital	Low 0%	—	11	$100K
Whisper Financial	Low 9%	1	11	$140K
Woven Prosperity	Typical 18%	2	11	$650K
Wysopal Wealth	High 55%	6	11	$610K
Alta Financial Group	Typical 25%	3	12	$500K
Avant-Garde Wealth	Low 0%	—	12	$270K
Axis Point Capital	Low 0%	—	12	$1M
Brookside Strategy and Consulting	Low 8%	1	12	$1.4M
Capital United Investments LLC	Typical 33%	4	12	$75K
Eldridge Street Asset Management, LLC	High 42%	5	12	$1.2M
Elevate Wealth Management, L.L.C.	High 42%	5	12	$930K
Factor Financial	High 58%	7	12	$1.3M
Frew Street Capital	High 58%	7	12	$1.9M
HATHER, Robert K	Very High 100%	12	12	$870K
Hermitage Advisors, Ltd.	Very High 100%	12	12	$1.5M
Integrated Financial Strategies, Inc.	High 58%	7	12	$6.2M
Kevin P. McGuan, LLC	Low 0%	—	12	$2.1M
Maaxiom Capital LLC	Low 0%	—	12	$390K
Magnolia Growth Capital	High 58%	7	12	$140K
Mandala Wealth Management, LLC	Very High 75%	9	12	$1.7M
Mariposa Capital Management, LLC	Very High 100%	12	12	$1.9M
Mende Financial Council, Inc.	Typical 33%	4	12	$420K
Modica Financial Services	Low 0%	—	12	$260K
NOORVEST LLC	Typical 17%	2	12	$300K
Oaktree Wealth Group Inc.	Low 0%	—	12	$850K
Opes MVB Capital, LLC	High 67%	8	12	$1.5M
Page Capital Private Wealth Management, LLC	Typical 33%	4	12	$4.6M
Paradox investment Partners LLC	High 58%	7	12	$680K
Placera Capital Management LLC	Typical 17%	2	12	$2.9M
Presidio Financial Advisors LLC	Typical 25%	3	12	$350K
P. Worldwide, LLC	Very High 100%	12	12	$500K
Quality Wealth Management	Low 0%	—	12	—
Reigate Investors LLC	Very High 100%	12	12	$1.8M
Rhodes Consulting Group LLC	Very High 100%	12	12	$2.2M
Royale Investment Advisor LLC	Typical 25%	3	12	$850K
Scout Wealth Advisors LLC	Low 0%	—	12	—
Serene Growth Partners LLC	Very High 92%	11	12	$910K
Spirit Investment Advisors	Very High 100%	12	12	$1.8M
The Garrett Group	Low 0%	—	12	$360K
Velmark Capital Management LLC	Very High 100%	12	12	$1.8M
Waterfront Advisors	Typical 25%	3	12	$250K
Abundance Advisers	Very High 92%	12	13	$470K
AFC Wealth Management	Typical 15%	2	13	$240K
AGF Advisors	Low 0%	—	13	$200K
Austin Consulting	Very High 100%	13	13	$4.4M
Ayla Capital	High 46%	6	13	$630K
Balanced Financial Advisors	High 54%	7	13	$1.5M
Barbara S. Gault	High 46%	6	13	$1.1M
Brownsboro Financial	Low 0%	—	13	$380K
Cove Street Capital, LLC	Very High 77%	10	13	$2.1M
Create Wealth Management, LLC	Low 8%	1	13	$470K
Engineering Financial Independence, Inc.	Low 0%	—	13	$390K
ERK Wealth Advisors, LLC	High 46%	6	13	$260K
Faust Capital Management, LLC	High 54%	7	13	$1M
Favrile Financial	High 62%	8	13	$1.1M
Financial Solutions	Very High 100%	13	13	$2.5M
Golden State Advisors, LLC	Typical 23%	3	13	$550K
Hidden Hills Wealth	Very High 100%	13	13	$9.5M
Insight Asset Management	Low 8%	1	13	$700K
Invision Capital Advisor, LLC	Very High 100%	13	13	$2.1M
Kilimanjaro Capital, LLC	Low 0%	—	13	$740K
Lambert Capital Management	Low 0%	—	13	$320K
Light Capital LLC	Very High 100%	13	13	$9.8M
Menon/Brown Advisory Group	Typical 31%	4	13	$1M
Mfac Financial Advisors, Inc.	Very High 100%	13	13	$5.7M
MiGH Financial Planner, LLC	High 46%	6	13	$1.4M
Myers, Walter L	High 69%	9	13	$260K
Neya Capital	High 46%	6	13	$230K
Oak Grove Management LLC	Very High 100%	13	13	$3.2M
Peaceful Advisors LLC	Low 0%	—	13	$640K
Peterson Garrett, LLC	High 62%	8	13	$530K
Phoundational LLC	Low 0%	—	13	$0
RJ Pace Financial	Low 0%	—	13	$560K
Small Victories Wealth	Low 0%	—	13	$290K
Soman Advisors LLC	Very High 100%	13	13	$1.7M
Stonehaven Private Wealth Management LLC	High 54%	7	13	$1M
Summit Gates Capital	Low 0%	—	13	$120K
Tempus Pecunia	High 38%	5	13	$1.4M
The Playbook Advizor	Low 0%	—	13	$1.2M
Tiger Mountain Capital	High 46%	6	13	$470K
Vera Wealth LLC	Low 0%	—	13	$370K
Wealth in Yourself LLC	Low 8%	1	13	$270K
Wheeler & Mote, LLC	Low 0%	—	13	$53K
ZRCOR Inc.	High 46%	6	13	$820K
A & L Personal Business Management, LLC	Very High 100%	14	14	$3.1M
Archer Row Advisory	High 71%	10	14	$2.8M
Behage Financial	Low 0%	—	14	$980K
Brennan Asset Management	Very High 79%	11	14	$1.8M
Chief Capital Management, Inc	Low 0%	—	14	$920K
Chilmark Hill Capital LLC	Very High 100%	14	14	$120K

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