HNW client percentage for Independent firms serving clients in Florida

Independent firms active in Florida 941 firms

Very Low 0%-0%

Low 0%-11%

Typical 11%-32%

High 32%-57%

Very High 57%-100%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Toams Financial	Low 5%	32	620	$180K
Manna Wealth Management	Low 5%	32	614	$230K
Retire Ready Wealth Management	Low 2%	11	535	$190K
Applied Capital Management, LLC	Low 0%	—	500	—
Williams Wealth Management Group, Inc.	Typical 13%	60	473	$340K
Skloff Financial Group	Low 6%	28	444	$260K
Schulmerich & Associates Asset Management, LLC	High 37%	146	392	$330K
Worldwide Capital Advisors, LLC	Low 8%	30	380	$220K
Investment Capital Advisors	Typical 22%	81	373	$290K
Todd Wealth Management LLC	Typical 11%	38	362	$440K
OmniTrust Wealth Management, Inc.	Low 6%	20	348	$310K
Koehler Financial Services, Inc.	Low 0%	—	329	$110K
Ballard Wealth Management LLC	Low 4%	14	315	$300K
Equinox Financial Advisors, Inc.	Typical 12%	37	310	$340K
Shankland Financial Advisors, LLC	Typical 12%	38	308	$290K
Commoncents Wealth Advisors, LLC	Low 0%	—	299	$79K
Montello Wealth Management, Inc.	Low 0%	—	295	$330K
The Capital Group	Low 2%	6	282	$200K
Coral Wealth Management, LLC	Typical 13%	37	277	$410K
Kiaros Advisors, LLC	Low 0%	—	273	$100K
Plan2Retire	Low 9%	25	271	$300K
DPCM	Typical 19%	50	270	$290K
Client Focused Financial	Low 5%	12	262	$260K
Jurick Financial Services	Low 3%	8	258	$200K
Nautilus Financial Group, Inc.	Low 5%	14	256	$260K
PathFinder Financial Services	Low 10%	25	252	$390K
Setchfield Asset Management	Typical 20%	50	250	$770K
Atlantic Coast Financial	Typical 13%	31	248	$240K
Cortez Wealth Advisors LLC	Low 0%	—	248	—
Berger Wealth Management, LLC	Low 0%	—	236	$230K
Financial Freedom Capital Management	Low 9%	20	234	$220K
The Retirement Planners, USA, LLC	Low 3%	6	234	$260K
Global Planning Stewards LLC	Low 3%	6	232	$320K
Arnold Insurance & Financial Services, LLC	Low 4%	10	230	$230K
Coastal Wealth Advisory Services, LLC	Low 3%	6	230	$88K
Eisenhiler Capital LLC	Typical 27%	62	230	$190K
D & P Investment Advisors, Ltd.	Typical 25%	58	228	$830K
KALTBAUM Capital Management	High 48%	109	227	$490K
Barber & Associates	Low 0%	—	226	$220K
AMES Financial Solutions, LLC	Low 0%	—	217	$30K
SKA Financial Services, Inc.	Typical 19%	42	217	$670K
Advise Financial	Low 4%	8	216	$180K
Winning Points Advisors, L.L.C.	Typical 12%	25	208	$720K
Platinum Planning, Inc.	Low 4%	8	205	$160K
SunRift Capital Partners LLC	Low 3%	7	205	$200K
Creative Funding Corporation	Low 3%	7	203	$160K
Perpetual Financial	Low 0%	—	201	—
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
Huffman Wealth Management	Typical 11%	21	199	$430K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Dunamis Capital Consulting, LLC	Low 3%	5	192	$100K
Gygi Capital Management	Low 1%	2	192	$120K
Capital Wealth Advisors, Ltd.	Typical 21%	38	185	$680K
Newman's Financial Planning	Typical 13%	24	182	$520K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Snowbird Financial LLC	Typical 11%	19	179	$200K
Financial Solutions Associates	High 37%	65	174	$880K
22 Seven Wealth Management Inc	Low 1%	2	173	$140K
Blue Water Financial Investor Coaching, LLC	Low 8%	14	170	$380K
Kingsley Advisors, LLC	Low 2%	4	170	$250K
Northpoint Financial Planning LLC	High 38%	64	170	$290K
Family Partners Capital, LLC	Very High 100%	160	160	$560K
Intrepid Wealth Partners, LLC	Typical 14%	23	160	$320K
Omega Capital Management, LLC	High 34%	54	160	$740K
Retirement Income Advisory Group LLC	Typical 24%	38	156	$370K
John T. McCarthy, LLC	Typical 24%	37	155	$390K
Swan Retirement Strategies	Typical 17%	27	155	$290K
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
U.S. Cherry LLC	Low 1%	1	153	$6.9K
The Ducoat Financial Group	Typical 21%	32	152	$470K
Applied Financial Wisdom	Low 1%	1	151	$860K
Alpha Asset Management	Typical 26%	38	149	$870K
Sutton Financial Group	Low 7%	10	149	$180K
On Track Financial LLC	Low 0%	—	145	$540K
Burne Financial Concepts, LLC	Typical 16%	23	144	$720K
Clear View Wealth Advisors	Low 0%	—	144	$180K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Franklin Legacy Financial, LLC	Low 0%	—	142	$89K
Solebury Asset Management LLC	Low 9%	13	142	$520K
Culbreth Wealth Management	Typical 18%	26	141	$470K
Flynn Financial, LLC	Typical 13%	18	141	$530K
Amidon & Petersen Financials, LLC	Typical 14%	19	139	$280K
Conkin Financial Group, Inc.	Low 0%	—	139	$250K
Barrister	Typical 14%	19	137	$640K
Avanti Wealth Management	Low 0%	—	136	$550K
TreMonte Financial Consultants	Typical 15%	21	136	$470K
Northstar Financial Advisors, Inc.	Very High 81%	109	135	$1.4M
Private Harbour Investment Management & Counsel LLC.	High 36%	49	135	$1.2M
RetireSharp Wealth Management, LLC	Low 0%	—	135	$120K
IQ Portfolios	Low 9%	12	132	$310K
The WealthPlan LLC	Typical 28%	37	132	$660K
Arthurs Wealth Management	Typical 13%	17	129	$740K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
Zidel Financial Inc.	High 34%	44	128	$1.2M
Retirement Income Strategies Inc.	High 44%	56	127	$580K
Harding's Wealth Managers, Inc.	Low 0%	—	126	$47K
Other Side Asset Management, LLC	Low 8%	10	125	$260K
Susko Wealth Advisors	Low 0%	—	125	$420K
Ridgeview Financial Planning	Typical 24%	30	124	$880K
O'Connor Portfolio Management LLC	High 42%	52	123	$410K
1650 Wealth Management, LLC	Typical 30%	37	122	$920K
CSLA Financial Inc	Low 0%	—	122	$62K
Financial Elements, Inc	High 48%	58	122	$1.6M
Liberty Advisory Group, Inc.	Low 2%	3	122	$240K
Patterson Investments, Inc.	Low 0%	—	122	$680K
Mile High Investments, LLC	High 36%	43	121	$840K
Ibis Capital Management, LLC	Low 10%	12	120	$310K
Loftus Wealth Strategies	Low 0%	—	119	$480K
Davies Wealth Management LLC	Typical 17%	20	118	$160K
Jake Carris Financial Planning	High 34%	39	115	$940K
Yandell Investments, LLC	High 35%	40	115	$1.1M
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Farrar Wealth Management, LLC	Low 0%	—	112	$190K
Korbitz Financial Planning LLC	Very High 100%	110	110	—
Principled Advisors, Inc.	Low 5%	5	110	$140K
ECF Wealth, Inc.	Typical 22%	24	109	$690K
Aventail Wealth Management, LLC	Low 7%	8	108	$440K
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
Anthony Investment Management, LLC	Typical 17%	18	105	$690K
Cambria Wealth Management	High 41%	43	105	$1.1M
Cool Creek Financial	Low 10%	11	105	$330K
Endeavor Financial Advisors, LLC	High 37%	38	104	$750K
F3 Capital	Low 0%	—	103	$350K
Azzendo Wealth Advisors	High 49%	50	102	$1.7M
Buckley Financial Group	Typical 19%	19	102	$510K
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
Focus Investments, LLC	Low 0%	—	100	—
Hayden Capital	Very High 85%	85	100	$320K
Michael S. Carrier & Associates, Inc.	High 35%	35	100	$1M
Noble Wealth	Low 0%	—	100	$84K
Powell Wealth	Typical 25%	25	100	$370K
Leading Edge Wealth Management, LLC	Typical 21%	21	99	$440K
LSP Advisory LLC	Low 0%	—	99	$250K
Starkel Wealth Advisors, LLC	Low 5%	5	99	$140K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Burgos & Brein Wealth Management	Low 0%	—	98	—
Twenty Fifty Capital	Typical 13%	13	98	$480K
D.S. Brown Wealth Advisors, LLC	Typical 24%	23	97	$710K
Rariden Investment Advisors, LLC	Low 9%	9	97	$150K
BRC Management LLC	Typical 26%	25	96	$740K
Moore Financial Planning Advisors, LLC	Low 0%	—	96	$21K
Patriot Wealth Planners LLC	Low 0%	—	95	—
InsuraWealth, LLC	Low 0%	—	94	$180K
Hornsby Asset Management, LLC	Low 0%	—	93	$100K
Moore Financial Management, Inc.	Typical 14%	13	93	$300K
Keep It Simple Financial Planning	Typical 21%	19	92	$770K
Pushkin Advisory Group, LLC	Typical 27%	25	92	$520K
S.H. Capital Management Corp.	Typical 15%	14	92	$600K
Persico Asset Management	High 40%	36	91	$1.1M
Picket Fence Financial, LLC	High 41%	37	91	$480K
Truevine Family Wealth	Typical 19%	17	90	$770K
Strategic Wealth Partners Inc.	Very High 100%	89	89	$450K
Komich Capital Advisors	Typical 11%	10	88	$250K
Qubera Wealth Management	High 38%	33	88	$600K
Aspetuck Financial Management LLC	High 38%	33	87	$1.8M
Bay Hill Capital Management USA, LLC	Very High 69%	60	87	$730K
MDRN Wealth	Typical 23%	20	87	$830K
Retirement Money Management	Typical 11%	10	87	$480K
True Life Wealth Management, LLC	Typical 24%	21	87	$450K
Alpha Omega Financial	High 53%	46	86	$2.2M
BullRock Capital, LLC	Typical 29%	25	85	$990K
Calibration Financial	Low 4%	3	85	$190K
Coastal Way Financial Group, LLC	Low 5%	4	85	$780K
Core Wealth Consultants, LLC	Typical 20%	17	85	$480K
McCarty Wealth	Typical 14%	12	85	$650K
Klocke Capital Group, LLC	Typical 19%	16	84	$940K
Non-Traditional Wealth Management, LLC	Low 0%	—	84	—
Northeast Capital Management, Inc.	High 48%	40	84	$1.2M
Pulse Wealth	Typical 17%	14	84	$600K
Copeland Wealth Management, LLC	Typical 16%	13	83	$610K
Phibbs Financial	Low 2%	2	83	$320K
Reale Managed Assets, Inc.	Low 5%	4	83	$280K
Financial Pathway LLC	Low 9%	7	82	$180K
Pope Wealth Management	High 38%	31	81	$940K
U.S. Advisors, Inc.	High 33%	27	81	$860K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Couric Financial	Typical 16%	13	80	$590K
Delphi Wealth Partners	High 41%	32	79	$650K
R. H. Hansford & Company, Inc.	Typical 23%	18	79	$830K
Drew Wealth Management	High 49%	38	78	$1.2M
HighRise Wealth Management	Typical 22%	17	78	$220K
Lynn H. Orr Capital Management Group, Inc.	Typical 29%	23	78	$1.2M
Able Wealth Management Solutions LLC	Typical 23%	18	77	$410K
Financial Planning Professionals, Inc.	Low 0%	—	77	$420K
Julien Planning, LLC	Low 9%	7	77	$480K
Lulla Wealth Financial	Low 6%	5	77	$230K
Rutherford Asset Planning, Inc.	High 53%	41	77	$2.4M
Bahr Financial Planning Network, Inc.	Typical 25%	19	76	$710K
Longview, Inc.	Low 0%	—	76	$330K
Southern Magnolia Investment Management LLC	Low 1%	1	76	$200K
The Herzfeld Group	Low 0%	—	76	$180K
AK Investing	Low 0%	—	75	$270K
Ascent Wealth Management Group, LLC	Very High 100%	75	75	$470K
Guitian Wealth Management, LLC	Typical 25%	19	75	$260K
Musleh Wealth Management LLC	Typical 23%	17	75	$540K
Your Financial Advocate, LLC	High 37%	28	75	$1M
Compass Retirement, LLC	High 41%	30	74	$1.4M
Sapphire Wealth Consulting, Inc.	High 32%	24	74	$650K
Stockade Wealth Management	Typical 16%	12	74	$240K
Studdard Financial, LLC	Low 9%	7	74	$370K
Cardinal Wealth Management	Typical 26%	19	73	$430K
Charles Street Asset Management, Inc.	Typical 29%	21	73	$520K
Charleston Wealth Advisors	High 51%	37	73	$1.1M
Indian River Financial Group, Inc.	Low 0%	—	73	—
Tao Financial	Typical 14%	10	73	$190K
Contrary Investment Advisors	High 47%	34	72	$1.3M
Fintelect AM, LLC	Low 0%	—	72	$100K
Johnson Dunn Capital Advisors, Inc.	High 46%	33	72	$1.8M
MULTUS Asset Management	Low 3%	2	72	$130K
Valoir Wealth LLC	High 43%	31	72	$1M
Young Financial Services	Low 6%	4	72	$300K
Zenith Financial Planning Inc	High 38%	27	72	$590K
Areti Capital Advisors, LLC	High 32%	23	71	$910K
Haddon Wealth Management, LLC	Typical 20%	14	71	$1.1M
HCP Wealth Planning, LLC	Low 0%	—	71	—
MarketStrats, LLC	High 42%	30	71	$660K
Meeks Capital LLC	Typical 20%	14	71	$400K
Murray Street Capital Advisors, LLC	Typical 17%	12	71	$690K
Nautilus Wealth Advisors	High 44%	31	71	$1.4M
Remote Financial Planner, LLC	Very High 79%	56	71	$1.2M
Weyhill Investment Counsel, LLC	Typical 14%	10	71	$500K
Fivenca Asset Management	Very High 83%	58	70	$630K
Trendcalc Dynamics	Low 4%	3	70	$500K
369 Financial LLC	Low 0%	—	69	$190K
Henley Advisors, LLC	Low 9%	6	69	$94K
Ladd Capital Management LLC	High 55%	38	69	$2.5M
St Bernard Asset Management, Inc.	Low 4%	3	69	$400K
DeafInvest	Low 0%	—	68	$200K
Heartwood Financial Services	High 38%	26	68	$1.2M
Integrity First Planners, Inc.	Typical 26%	16	59	$740K
JLP Investments	High 40%	27	68	$140K
Asset Advisory Group, Inc.	Typical 18%	12	67	$1M
Bauer Financial Services, Inc.	Low 0%	—	67	$320K
Capital Asset Advisory, Inc.	Typical 16%	11	67	$910K
Daniels D'Amelio Investment Management Group, LLC	High 49%	33	67	$760K
Glean Financial, Inc.	Typical 19%	13	67	$200K
Rollingwave Capital	High 40%	27	67	$310K
SCS Asset Management, Inc.	Typical 12%	8	67	$450K
The Raffin Group LLC	High 33%	22	67	$400K
KJ Capital Management LLC	Very High 68%	45	66	$1.6M
Advanced Investment Management LLC	High 37%	24	65	$1.1M
Crespo Capital LLC	Low 8%	5	65	$410K
Riverwood Capital Advisors, LLC	Very High 74%	48	65	$460K
Thames Asset Management, Inc	Typical 11%	7	65	$620K
CPK Wealth Management LLC	High 47%	30	64	$1.1M
Durkin Investment Group, LLC.	Typical 25%	16	64	$1.1M
Katam Hill LLC	High 50%	32	64	$640K
Sparrow Wealth Management	Very High 81%	52	64	$2.1M
W.A. Griffin Financial Services Inc.	Typical 17%	11	64	$230K
Ball Investments Corporation	Low 0%	—	63	$63K
Sedg Financial Services Corp.	Typical 24%	15	63	$850K
Silver Anchor Financial, LLC	Typical 22%	14	63	$400K
Triumph Private Wealth	Typical 27%	17	63	$360K
Highball Advisors	Low 0%	—	62	$1.2M
Steele Asset Management	High 32%	20	62	$780K
TAK Advisory	Typical 31%	19	62	$1.1M
CB Capital LLC	Very High 70%	43	61	$2M
Sapphire Citadel Capital	Low 8%	5	61	$230K
Tegeta Capital, LLC	Very High 82%	50	61	$1.8M
Atrium Financial Advisors LLC	Typical 18%	11	60	$61K
Avenues Wealth, LLC	High 42%	25	60	$1.3M
Black Creek Wealth Management, LLC	Typical 28%	17	60	$560K
Julius Wealth Advisors, LLC	High 37%	22	60	$840K
Lewis Capital Management	High 50%	30	60	$2.3M
Robin Capital Group LLC	Typical 27%	16	60	$320K
Rushwald, Mark Steven	High 32%	19	60	$870K
St. Michaels Asset Management	Low 0%	—	60	$63K
Trails Edge Wealth Advisers, LLC	High 48%	29	60	$2.6M
Batman Wealth Management, LLC	Typical 25%	15	59	$380K
Dolphin Financial Group	Typical 14%	8	59	$200K
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
New Millennium Asset Management, Inc.	High 32%	19	59	$560K
Eagle Eye Advisory LLC	Low 0%	—	116	$850K
Luskin Financial Planning	Very High 100%	58	58	$0
MFA Global Consulting Group LLC	Low 0%	—	58	$8.6K
Monarch Asset Management LLC	Typical 17%	10	58	$1.3M
Moore Investment Partners, LLC	High 41%	24	58	$1.3M
Registered Investment Advisors, LLC	Very High 81%	47	58	$680K
Riccio & Associates	Low 0%	—	58	$32K
Rnb Wealth Management Group	Typical 29%	17	58	$1M
Blue Ocean Wealth Management, LLC	Low 4%	2	57	$420K
Adair Financial Private Client Group	High 43%	24	56	$1.4M
Delgado Private Wealth Management LLC	Typical 27%	15	56	$700K
J.P. Aubry Wealth Advisors, LLC	Low 0%	—	56	$120K
Spencer Smith Asset Management, Inc.	Low 0%	—	56	$830K
ADS Wealth Management LLC	Low 0%	—	55	$280K
AFT Financial Planning	Typical 11%	6	55	$360K
Datapoint Financial Planning, LLC	Low 0%	—	55	—
Planned Financial Security	Low 0%	—	55	$750K
Silva Fiduciary Advisors	Low 0%	—	55	$300K
Ventoux Financial Advisors, LLC	High 55%	30	55	$1.2M
Bill Losey Retirement Solutions, LLC	Typical 20%	11	54	$730K
Bounds & Company, LLC	Low 2%	1	54	$95K
Face 2 Face Financial Planning, LLC	Low 2%	1	54	$550K
GVS Financial Group, Inc.	Very High 57%	31	54	$2.1M
Integritt Wealth Management, LLC	High 35%	19	54	$1.2M
The Art and Science of Successful Planning	Low 0%	—	54	$290K
Traver Financial Consulting Network PA	High 48%	26	54	$1.6M
21 St Century Equity Advisors Corporation	High 49%	26	53	$950K
Long River Investment Management LLC	Very High 79%	42	53	$1.5M
Mendoza Private Wealth	Very High 66%	35	53	$1.9M
Methodica Investment Management LLC	Low 9%	5	53	$210K
Palm Valley Wealth Management LLC	Typical 13%	7	53	$490K
Abe Capital Management, LLC	Very High 69%	36	52	$1.6M
Avance Private Wealth LLC	High 46%	24	52	$1.1M
Financial Optimist LLC	High 46%	24	52	—
Imagine Financial Security LLC	High 52%	27	52	$1.1M
Millenia Financial Partners, LLC	Very High 63%	33	52	$2.4M
Synouvo Wealth Management, LLC	Low 0%	—	52	$34K
Arena Wealth Advisors LLC	Typical 25%	13	51	$950K
Devotion Capital Management	Low 0%	—	51	$750K
Everglades Resources, Inc.	High 33%	17	51	$500K
Ocean Advisors, LLC	High 49%	25	51	$1.1M
Poydras Capital Partners	High 33%	17	51	$510K
RWF Wealth Management LLC	Typical 12%	6	51	$350K
Unda Financial and Consulting LLC	Low 0%	—	51	$96K
Winged Wealth Management and Financial Planning	High 45%	23	51	$890K
Blueprint Capital Group LLC	Low 2%	1	50	$120K
Gallatin & Company, LLC	High 52%	26	50	$1.9M
Harvey & Companies, Inc.	Typical 20%	10	50	$190K
JK PWA LLC	Typical 18%	9	50	$260K
Olson Wealth Management, Inc.	Low 0%	—	50	$840K
Pine to Palm Financial, LLC	Low 0%	—	50	$190K
SAC Investment Management LLC	High 50%	25	50	$1.3M
Sentinel Advisory Corp	Typical 30%	15	50	$1M
Globalinvest Financial Services, Inc.	High 41%	20	49	$450K
Khelp Financial LLC	High 47%	23	49	$0
Moss & Company, P.A.	High 51%	25	49	$1.4M
Mueller Wealth Advisors	Very High 88%	43	49	$780K
Patrumin Investors, LLC	High 39%	19	49	$480K
Summit Financial Advisors	Low 0%	—	49	—
Wise Wealth Management	Low 0%	—	49	$130K
Woman to Woman Financial	Low 0%	—	49	$140K
Burkart Financial Group, Inc.	High 44%	21	48	$1.5M
Emergent Fortuity Financial, LLC	Low 0%	—	48	$65K
Ladin Financial Group, Inc.	Low 0%	—	48	$270K
Mangotree Capital, LLC	Very High 63%	30	48	$800K
Olson, Cross & Alamo Advisors LLC	Very High 73%	35	48	$1.6M
Strategic Asset Planning	Typical 13%	6	48	$430K
Cedarline Capital	Typical 15%	7	47	$460K
Eleuthera FP, LLC	Typical 28%	13	47	$550K
Hygge Advisors, LLC	Low 9%	4	47	$500K
Melberth Capital	Typical 19%	9	47	$320K
Patriot Securities LLC	Typical 15%	7	47	$640K
Reynolds Capital Management, Inc.	High 32%	15	47	$820K
Ultimate Retirement Products, Inc.	Very High 64%	30	47	$1M
West Pine 43 LLC	Very High 68%	32	47	$480K
Aulestia Wealth Management, Inc.	Very High 59%	27	46	$2M
Blanken Management Corp	Low 0%	—	46	$66K
Cardinal Advisers LLC	Typical 30%	14	46	$2.6M
Cleartree Asset Management, Inc.	Low 0%	—	46	$380K
Contemporary Financial Planning	High 41%	19	46	$1M
Dreyfuss Capital Management LLC	Typical 24%	11	46	$990K
Holland Capital Management LLC	Very High 63%	29	46	$1.4M
Jordan Financial LLC	Typical 26%	12	46	$1.2M
Path Financial, LLC	Typical 26%	12	46	$760K
Shadow Wealth Management, LLC	Typical 22%	10	46	$430K
W.H. Financial Services, Inc.	Low 4%	2	46	$0
Alliance Advisors Wealth Management LLC	Low 0%	—	45	$330K
Chilmark Wealth Management LLC	Typical 13%	6	45	$2M
Disciplined Financial Services, Inc.	Low 0%	—	45	$240K
Forty Three Eighteen Advisors, LLC	High 56%	25	45	$3.4M
G&F Financial Services	Low 0%	—	45	$420K
IQ Trends Private Client Asset Management	High 36%	16	45	$1.4M
Kienzle Wealth Consulting LLC	Low 0%	—	45	—
Personal Financial Experiences, LLC	Very High 82%	37	45	$1.4M
Plan For Your Goals, LLC	Low 9%	4	45	$220K
Scenic Wealth Management, LLC	Very High 60%	27	45	$1.4M
Warwick Shore Advisors, LLC	Typical 11%	5	45	$140K
Charter Advisory Services, LLC	High 36%	16	44	$200K
Dyken Wealth Strategies, Inc.	High 32%	14	44	$980K
GK Private Wealth Partners LLC	High 36%	16	44	$390K
Greenwell Capital Management, LLC	Typical 25%	11	44	$300K
Ironwood Capital Management, LLC	Low 0%	—	44	$290K
New Era Advisory	Low 9%	4	44	$400K
RFM Investment Advisor	Low 7%	3	44	$220K
Rocky Mountain Humane Investing LLC	Low 0%	—	44	$310K
Sullivan Capital Management	Very High 59%	26	44	$580K
Bloomfield Asset Management, Inc.	High 40%	17	43	$1.6M
Callahan Investment Advisor, LLC	Very High 74%	32	43	$640K
Create Wealth Financial Planning LLC	Typical 21%	9	43	$470K
Cypress Praxis, LLC	Very High 74%	32	43	$2.2M
Formation Wealth Management	High 53%	23	43	$960K
Goodwin Asset Management Inc.	Very High 100%	43	43	$530K
JKM Wealth Management Inc	Low 0%	—	43	$900K
LUMA Capital	Very High 79%	34	43	$2.5M
Mindie Molina Investments, LLC	Low 0%	—	43	$140K
Stadium Financial LLC	Typical 26%	11	43	$620K
Florida Estate and Retirement Planning Advisors, LLC	Low 0%	—	42	—
Gervais Capital Management, LLC	Very High 69%	29	42	$3.5M
Highstreet Financial, LLC	Low 0%	—	42	$410K
Preservation Capital Group	Very High 100%	42	42	$1.7M
Rand Group Financial	Very High 79%	33	42	$1.9M
Structure Wealth Partners LLC	High 45%	19	42	$1.4M
TLP Financial Services, Inc.	Typical 29%	12	42	$890K
Wealth with Wisdom Advisors, Inc.	Low 0%	—	42	—
Gulati Asset Management LLC	Typical 17%	7	41	$530K
Index Portfolio Advisors, LLC	Low 0%	—	41	$320K
LVS Advisory LLC	Low 0%	—	41	$540K
Nextwave Advisors	Typical 27%	11	41	$350K
Northmont Wealth Management LLC	Typical 29%	12	41	$560K
Omkara Capital LLC	High 37%	15	41	$980K
Swords Capital Management, LLC	Typical 27%	11	41	$1.6M
Alexa Wealth Management, LLC	Typical 30%	12	40	$430K
BlueReef Capital	Low 5%	2	40	$120K
Broad Reach Wealth Management, LLC	High 43%	17	40	$880K
Cpa Investment Solutions, Inc.	High 33%	13	40	$1.2M
DJP Wealth Management, LLC	Very High 63%	25	40	$2.3M
Forward Financial Advisors, LLC	Typical 18%	7	40	$570K
Freedom Financial & Business Planning, LLC	Very High 75%	30	40	$0
McDavid & Company Wealth Management Services	Typical 23%	9	40	$660K
Signature Resources LLC	Very High 60%	24	40	$2.1M
Apis Wealth, LLC	High 46%	18	39	$1.2M
Capital Asset Management Group, Inc.	Typical 26%	10	39	$690K
DNA Wealth Management LLC	High 33%	13	39	$560K
Drach Advisors LLC	Typical 28%	11	39	$520K
Fulcrum Wealth Systems, LLC	Low 0%	—	39	$190K
Hudson Capital Management Inc.	Low 0%	—	39	$440K
Macedon Financial Management, LLC	Typical 18%	7	39	$200K
Mazuelos & Company Wealth Management	Typical 21%	8	39	$1M
North Forty Investment Advisors LLC	Very High 100%	39	39	$710K
SpringTru, LLC	High 44%	17	39	$740K
CIC Investment Consultants, LLC	Typical 29%	11	38	$890K
Clarity Financial Design	High 39%	15	38	$1.3M
Garrison Asset Management, Inc.	High 34%	13	38	$750K
Personal Asset Management	Very High 100%	38	38	$870K
Twenty-First Century Financial Advisors Inc	Typical 13%	5	38	$1.8M
Hammond Asset Management LLC	Low 0%	—	37	$290K
Koi Portfolio Management, LLC	Very High 57%	21	37	$1.7M
MyFinancialPro, LLC	High 49%	18	37	$1.6M
Oak Brook Advisors, LLC	Typical 16%	6	37	$460K
San Blas Capital, LLC	Typical 16%	6	37	$590K
Sapphire Fiduciary Advisors, LLC	Typical 27%	10	37	$700K
Unlimited Timing Service Inc	Low 0%	—	37	$160K
Benzina Wealth, LLC	High 44%	16	36	$550K
Brickell Financial Group LLC	Typical 19%	7	36	$500K
Clark Financial Planning Services LLC	Low 0%	—	36	—
Empire Financial Group, LLC	High 44%	16	36	$2.3M
Envision Wealth Planners	Very High 67%	24	36	$1.7M
Campbell Wealth Advisors, LLC	Low 0%	—	35	—
Coleman Advisory, LLC	Low 0%	—	35	$680K
Equistar Wealth Management Inc.	High 49%	17	35	$60K
Eubanks Financial	Low 0%	—	35	$110K
Hachiko Financial USA Corp.	Very High 100%	35	35	$1.8M
Ignite Financial LLC	Typical 29%	10	35	$650K
Integrity Advisors	Very High 71%	25	35	$340K
Leslie Gale Advisors, LLC	Very High 100%	35	35	$2M

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