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
Legacy Wealth Planning Group	Very High 67%	12	18	$1.9M
Maslar Financial	Low 0%	—	18	$160K
Prism Fund Solutions, Inc.	Typical 11%	2	18	$240K
Rosenthal Capital Management, LLC	Very High 100%	18	18	$970K
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Bionic Capital	High 37%	7	19	$1.9M
CGI Investment Advisers LLC	Low 0%	—	19	$360K
FuturePlan Financial	Low 0%	—	19	—
G4 Financial Planning, LLC	Low 0%	—	19	$79K
Honey Badger Advisors LLC	Low 0%	—	19	$200K
Investing Forever Advisory	High 53%	10	19	$1.1M
King Retirement Solutions, LLC	Low 0%	—	19	$100K
Kisco Capital, LLC	Typical 21%	4	19	$650K
Klimis & Associates Advisory, Inc.	Low 0%	—	19	—
Pistol Hill Capital	Low 0%	—	19	$32K
River Tree Capital Management	High 53%	10	19	$1.4M
Robert Henry Wealth Management, LLC	Low 0%	—	19	$770K
Roscoe Capital Management, LLC	High 37%	7	19	$420K
V Delima Investments Inc	Very High 100%	19	19	$5.4M
Washington Peak Investment Advisors LLC	Very High 100%	19	19	$1.1M
Vail Valley Asset Management, LLC	Low 0%	—	39	$85K
Anchor Advisory, LLC	Very High 65%	13	20	$730K
Brice Financial Advisors Inc	Typical 20%	4	23	$92K
Capital Advisory Group	High 35%	7	20	$920K
Dream Financial Planning	Low 0%	—	20	$260K
Financial One, Inc.	Very High 90%	18	20	$1.5M
HPA Financial Group, LLC	Typical 25%	5	20	$890K
Partners Investment Services, Inc	Low 0%	—	20	—
Private Client Services Group, LLC	Very High 65%	13	20	$370K
Riddick & Co Entrepreneurial Finance, LLC	Low 0%	—	20	$380K
SOL Financial	Low 10%	2	20	$430K
Stars & Stripes Financial Advisors	Low 0%	—	20	$26K
The Financial Pharmacist, Inc.	Low 0%	—	20	$0
Antunes International Investment Management	Low 0%	—	21	$560K
Asset Wealth Advisors, LLC	Very High 57%	12	21	$720K
Caliber Wealth Advisory	High 38%	8	21	$1.1M
Fiduciary Global Advisors	Very High 71%	15	21	$2.4M
Fresh Bread Investments, LLC	High 48%	10	21	$900K
Longman Wealthcare Management, LLC	Low 0%	—	21	$2.3M
McCloskey & Associates, P.A.	Low 5%	1	21	$300K
REI Wealth Management	High 52%	11	21	$7M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
The Commonwealth Group LLC	Low 0%	—	21	$390K
The Retirement Readiness Institute	Low 0%	—	21	$240K
Blue River South, LLC	Very High 95%	21	22	$3.4M
Elbrus Partners, LLC	Typical 27%	6	22	$510K
Financial Planning & Management, LLC	Low 0%	—	22	$770K
Pelican Financial Planning and Wealth, PLLC	High 36%	8	22	$1.1M
Spotlight Investment LLC	Low 0%	—	22	$320K
Sutton Place Capital Management LLC	Very High 100%	22	22	$950K
Trust Beyond Corp	Very High 68%	15	22	$5.9M
Allegiant Financial Advisors, LLC	High 35%	8	23	$410K
BlueSail Advisors LLC	Low 0%	—	23	$1.3M
Cavan Capital Management LLC	Very High 100%	23	23	$1.5M
Envision Asset Management, Inc.	Typical 26%	6	23	$1.8M
Gateway Capital Management	Typical 22%	5	23	$1.2M
Harborview Capital Management LLC	Very High 61%	14	23	$1.5M
Homestead Financial Partners	Very High 74%	17	23	$790K
Integrity Advisors LLC	Low 4%	1	23	$340K
MAC Investment Management	Very High 57%	13	23	$2.1M
Maredin Wealth Advisors	High 48%	11	23	$720K
Mead Wealth Management LLC	Typical 13%	3	23	$680K
Real Life Planning	Typical 13%	3	23	$410K
Robert Bishop Financial Planning & Services	Typical 13%	3	23	$400K
The Knowles Company, LLC	Very High 74%	17	23	$2.1M
WorthyNest LLC	High 39%	9	23	$780K
Arbordale Wealth Management, LLC	High 38%	9	24	$240K
Boca Retirement Strategies Inc.	Low 0%	—	24	$120K
Featherstone Investment Advisory	High 50%	12	24	$460K
Group U, LLC	Low 0%	—	24	$110K
Inspire Capital Management LLC	Low 0%	—	24	$290K
James A. Colley, Inc.	Very High 58%	14	24	$1.3M
Lange Asset Management, Inc.	High 33%	8	24	$1.4M
Manage Your Financial Life	Low 0%	—	24	—
Victory Wealth Management, LLC	High 42%	10	24	$1.2M
Bradley Wealth Group, LLC	Low 8%	2	25	$280K
Christia Li Roberts	Low 0%	—	25	$230K
Curtin Financial Management, Inc.	Very High 80%	20	25	$3M
Gulf Coast Investment Management	Low 0%	—	25	$910K
JLM Advisors LLC	Low 0%	—	25	$97K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Lime Rock Investment Management Company, Inc.	Low 0%	—	25	$360K
Mainland Financial	High 52%	13	25	$1.7M
New Perspective Wealth Management	Low 0%	—	25	$200K
Oceanus Capital Partners, LLC	Very High 72%	18	25	$2.9M
Sikes Financial Services, LLC	Low 0%	—	25	$180K
Supporting Your Choices Inc.	Very High 60%	15	25	$1.6M
Black Mammoth LLC	Low 0%	—	26	$72K
Campos Financial	Low 0%	—	26	$190K
Clark Private Wealth, LLC	Typical 31%	8	26	$330K
Five Points Investment Advisors, LLC	High 38%	10	26	$1.6M
Hearon Advisory Group, LLC	Low 0%	—	26	$410K
Komorebi Global	Very High 100%	26	26	$1.9M
Merrell Brothers, LLC	Typical 12%	3	26	$200K
Mouly Financial Management, Inc.	Typical 31%	8	26	$980K
NRW Asset Management, Inc.	Low 0%	—	26	$180K
RSD Advisors	Very High 58%	15	26	$3M
Strategic Investments & Insurance	Typical 23%	6	26	$450K
TCS Financial Services, Inc.	Very High 62%	16	26	$3.1M
Wiley Capital Partners	High 42%	11	26	$1.1M
Zelus Wealth Management	Low 0%	—	26	$77K
Broadstreet Financial Advisers LLC	Very High 70%	19	27	$3.1M
Cornerstone Investment Services	Low 0%	—	27	$290K
Diablo Investment Advisors, LLC	High 52%	14	27	$1.6M
Dushane Management, Inc.	Typical 15%	4	27	$490K
H. L. Lichstrahl & Company, LLC	High 52%	14	27	$2.9M
Lamonge Capital Management, LLC	Typical 30%	8	27	$410K
Merion Road Capital Management LLC	Very High 67%	18	27	$1.1M
Potomac Investment Company	Very High 67%	18	27	$2.6M
Semper Wealth Management LLC	High 41%	11	27	$400K
TKG Financial LLC	Low 0%	—	27	$570K
Westhollow Wealth Management	Typical 30%	8	27	$870K
Winston & Company, Inc.	High 41%	11	27	$1.6M
360 Aviation Advisors, LLC	High 46%	13	28	$340K
Best Financial Life	Very High 64%	18	28	$1.3M
Blue Line Capital Advisors	Very High 61%	17	28	$1.6M
BrightPath Financial, Inc.	Very High 61%	17	28	$1.7M
Fiduciary Consulting Group, Inc.	Very High 89%	25	28	$3.7M
Great Blue Financial	Typical 21%	6	28	$690K
Intrust Advisors, Inc.	Typical 25%	7	28	$410K
O'Grady Financial LLC	Low 4%	1	28	$220K
Oncenter Financial Advisors LLC	High 46%	13	28	$1.9M
S.mart Advising Inc	Low 7%	2	28	$250K
Worthscape, LLC	Very High 75%	21	28	$3.2M
BFA Wealth Management	Typical 14%	4	29	$510K
Cedar Valley Capital LLC	Very High 79%	23	29	$940K
Cove Capital Management Inc.	High 52%	15	29	$780K
Future Wealth LLC	Very High 79%	23	29	$2.6M
Green Musa Capital, LLC	Low 0%	—	29	$25K
Klein Asset Management LLC	Very High 59%	17	29	$480K
Lefils Wealth Management LLC	Low 0%	—	29	$410K
Local Wealth Advisors	Low 7%	2	29	$150K
One Day Wealth Management	High 41%	12	29	$970K
P.F. Roberts & Associates	High 38%	11	29	$2.4M
Razzano Investment Management	Low 0%	—	29	$69K
Stamford Bridge Wealth Management LLC	High 45%	13	29	$670K
ACI Wealth Advisors	High 50%	15	30	$1.4M
Ames Capital Management, Inc.	Very High 100%	30	30	$350K
Banyan Asset Management, Inc.	Typical 30%	9	30	$900K
Bright Asset Management	Very High 67%	20	30	$2.1M
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Cerasus Advisors Inc	High 37%	11	30	$4.2M
EN+ Wealth	Typical 27%	8	30	$190K
Grove Wealth Management, LLC	Low 7%	2	30	$440K
Haysley Financial Services, Inc.	Typical 23%	7	30	$400K
Hebert Investment Advisors, Inc.	High 37%	11	30	$1.2M
Horizon Wealth Group, LLC	Very High 93%	28	30	$640K
IRL Financial, LLC	Low 0%	—	30	$1.5M
Keel Asset Management, LLC	Low 0%	—	30	—
Personal Wealth Planning, LLC	Typical 23%	7	30	$470K
TBCPA, Inc.	High 53%	16	30	$590K
Todo Capital, LLC	Very High 100%	30	30	$4.8M
Wealth Compounders LLC	Low 10%	3	30	$340K
Wiggin Financial Services	Typical 23%	7	30	$320K
Kidd Vision Capital LLC	High 42%	13	31	$670K
Ledgerplus Financial Services LLC	Low 0%	—	31	$140K
Lowry Financial Services	High 32%	10	31	$820K
Marian Financial Services, Inc.	Low 0%	—	31	$380K
TheMoneyMD.com, LLC	Low 10%	3	31	$410K
Wealth & Business Planning Group, LLC	Low 0%	—	31	$190K
Your-Financial-Lifeguard	Low 0%	—	31	—
147th Group LLC	Very High 75%	24	32	$860K
Borrero Investment Management, LLC	High 38%	12	32	$1M
Cassandra Smalley Wealth Management	High 50%	16	32	$1.1M
Cratus Capital, LLC	Low 0%	—	32	$470K
Genesis Wealth Planning, LLC	Low 0%	—	32	$320K
IPLAN	High 44%	14	32	$960K
Sage Wealth Consulting, LLC	High 47%	15	32	$370K
Stonebrook Investment, LLC	High 53%	17	32	$1.2M
The Jaffee Financial Group, Inc.	Typical 13%	4	32	$440K
Toro Financial Advisors	Low 9%	3	32	$130K
Wakil Wealth Advisory LLC	Low 0%	—	32	$120K
Zone Investment Management, LLC	Typical 19%	6	32	$680K
133 Legacy	Low 0%	—	33	$99K
Assurity Wealth Management	Low 0%	—	33	$110K
Cruzan & Associates LLC	Typical 12%	4	33	$640K
Echelon Virtual Family Office, LLC	Very High 64%	21	33	$720K
Florio Wealth Management, LLC	Low 0%	—	33	$200K
Gioben Capital LLC	Very High 82%	27	33	$200K
Graham Wealth Management LLC	Low 3%	1	33	$110K
Greenberg Financial Group	Low 6%	2	33	$150K
Jackson Financial, Investment & Retirement Services, Inc.	Low 0%	—	33	$240K
Luminary Financial Advisors, LLC	Typical 15%	5	33	$570K
Sorsby Financial Corp.	Typical 30%	10	33	$640K
Stonehenge Private Client Group, LLC	High 39%	13	33	$1M
Wenning Investments, LLC	Typical 24%	8	33	$1.2M
Alconbury Trust L.L.C	High 32%	11	34	$0
Altior Capital	High 35%	12	34	$1.3M
Bayshore Financial Solutions, LLC	Typical 12%	4	34	$310K
Global Advisers, LLC	Typical 15%	5	34	$330K
On Target Wealth Partners, LLC	High 50%	17	34	$820K
Pip Capital & Consulting, LLC	Typical 26%	9	34	$850K
P.R. Curtman Investments LLC	Low 9%	3	34	$430K
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
Pearson Asset Management Company	Low 0%	—	35	$160K
Pettus & Dawkins Financial Group, LLC	Low 0%	—	35	$330K
Southshore Financial Planning	High 46%	16	35	$1.5M
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
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
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
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
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
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
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	—
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Blue Ocean Wealth Management, LLC	Low 4%	2	57	$420K
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
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
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
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
Highball Advisors	Low 0%	—	62	$1.2M
Steele Asset Management	High 32%	20	62	$780K
TAK Advisory	Typical 31%	19	62	$1.1M
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
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
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
KJ Capital Management LLC	Very High 68%	45	66	$1.6M
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
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
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
Fivenca Asset Management	Very High 83%	58	70	$630K
Trendcalc Dynamics	Low 4%	3	70	$500K
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
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
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
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
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

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