HNW client percentage for Independent firms serving clients in Georgia

Independent firms active in Georgia 374 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-27%

High 27%-57%

Very High 57%-100%

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

Median: 14%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
401K Advisory Group, Inc.	—	—	—	—
Abacus Wealth Factors, LLC	—	—	—	—
Ages Legacy Advisors, LLC	—	—	—	—
Aurora Bay Capital	—	—	—	—
BEEYOND Capital, LLC	—	—	—	—
Benton Innovation Group	—	—	—	—
Best Life Financial Planning, LLC	—	—	—	—
Binnerinvestments	—	—	—	—
Boskia Wealth Management & Advisory Services, L.L.C.	—	—	—	—
Bowman Wealth Management	—	—	—	—
BQS Management LLC	—	—	—	—
BrightEdge Wealth Management	—	—	—	—
Buckhead Resources, Inc.	—	—	—	—
Can Serve Free LLC	—	—	—	—
Cedric Deon Bean Enterprises LLC	—	—	—	—
Chappell Financial Group	—	—	—	—
Clarity Wealth Solutions LLC	—	—	—	—
CPA Allies, LLC	—	—	—	—
Crescendo Capital Management, LLC	—	—	—	—
Daxmar Advisors	—	—	—	—
Desai Capital Management, Inc.	—	—	—	—
Emergent Financial Group, LLC	—	—	—	—
Encourage Financial LLC	—	—	—	—
Engineered Wealth Management LLC	—	—	—	—
Ensure Capital LLC	—	—	—	—
Feltman & Co. LLC	—	—	—	—
Focus Advisory, Ltd.	—	—	—	—
Foxholm Financial	—	—	—	—
Harmonized Finance, LLC	—	—	—	—
Intelligent Worth	—	—	—	—
Intellivest Securities, Inc.	—	—	—	—
Kairos Capital Legal Advisors, LLC	—	—	—	—
Liberty Street Capital, LLC	—	—	—	—
Limitless Capital Management, Inc.	—	—	—	—
Michael W. Lassiter CLU ChFC Inc.	—	—	—	—
Mindful Capital Management	—	—	—	—
MJ Wealth Management LLC	—	—	—	—
Morgan Capital Group LLC	—	—	—	—
NPV Advisory Services, LLC	—	—	—	—
O'Ferrall Advisory Services	—	—	—	—
Osborne Financial Planning LLC	—	—	—	—
Podlin International Realty, Ltd.	—	—	—	—
PRIA Strategies, LLC	—	—	—	—
Prive Wealth Management	—	—	—	—
PRR Wealth Management	—	—	—	—
Resilient Wealth	—	—	—	—
RINO INVEST Wealth Management LLC	—	—	—	—
Roger Budd Investment Management, LLC	—	—	—	—
Sacred Heart Investments	—	—	—	—
Safe Money Management	—	—	—	—
Southfork Investment Management	—	—	—	—
Sovereign Wealth Office LLC	—	—	—	—
Stalnaker Investment Group, Inc.	—	—	—	—
Stewardship Edge Capital, LLC	—	—	—	—
Strategic Advisors, Inc.	—	—	—	—
Streetwise Capital	—	—	—	—
Thompson Capital Management	—	—	—	—
Throckmorton Advisors, LLC	—	—	—	—
Vaarco Financial, LLC	—	—	—	—
Vanhov Wealth Partners LLC	—	—	—	—
VCM Capital	—	—	—	—
Wealth Mgt Group of Georgia	—	—	—	—
Adam Capital	Very High 100%	1	1	$450K
Bickley Investments, LLC	Very High 100%	1	1	$450
Core Capital Markets, LLC	Very High 100%	1	1	$660K
Floyd Green Financial Services, Inc.	Low 0%	—	1	$15K
Foresight Financial Planning	Low 0%	—	1	$15K
Greenway Financial Planning, LLC	Low 0%	—	1	$67K
Hive Wealth Management LLC	Very High 100%	1	1	$280K
J Moss and Co	Low 0%	—	1	$1.8M
Kingsmore Wealth Management, LLC	Low 0%	—	1	$290K
Marbella Wealth Advisory Group, LLC	Very High 100%	1	1	$0
BluePrism Wealth Management LLC	Low 0%	—	2	$80K
DPM Wealth Management, Inc.	Low 0%	—	2	$850K
Butler-Davis Financial Group, LLC	Low 0%	—	3	$15K
Purpose Financial Planning	Low 0%	—	3	$0
The Lyttle Company, LLC	Very High 67%	2	3	$980K
Tree Line Strategy Group LLC	Very High 67%	2	3	$410K
Chattahoochee Wealth	High 50%	2	4	$2.2M
Comprehensive Wealth Management	Low 0%	—	4	$380K
Integrity Dynamic Investments LLC	Low 0%	—	4	$1.2M
Personal Econome, LLC	Low 0%	—	4	$0
Berone Capital LLC	Very High 100%	5	5	$820K
Life's Business, Inc.	Very High 60%	3	5	$1.6M
Metcalf Investment Management, LLC	Low 0%	—	5	$510K
Rich & Company LLC	Very High 100%	5	5	$3.3M
Stardust Capital	Low 0%	—	5	$210K
The Green Group Finance, LLC	Typical 20%	1	5	$150K
Transformation Wealth Management, LLC	Low 0%	—	5	$100K
Aegis Capital Group	Typical 17%	1	6	$1.5M
Candor Financial, LLC	Very High 100%	6	6	$18M
Emerald Haven Investments Corp	Low 0%	—	6	$180K
Lock Wealth Management	Low 0%	—	6	$49K
McWilliams Financial Advisory Group LLC	Low 0%	—	6	—
Nvest Wise, LLC	Low 0%	—	6	$67K
Synergy Capital Management, LLC	Low 0%	—	6	$170K
Wealth Partners, Inc.	Low 0%	—	6	$120K
Winslow Asset Group, LLC	High 50%	3	6	$200K
CEI Financial Planning	Very High 86%	6	7	$680K
MCC Wealth	Low 0%	—	7	$120K
Psalm Capital	Very High 71%	5	7	$3.2M
Sarkor Financial Advisors	Typical 14%	1	7	$180K
VDB Wealth	High 43%	3	7	$1.4M
Waypoint Financial Planning, LLC	Very High 57%	4	7	$820K
Brentonian Capital Management LLC	Low 0%	—	8	$540K
Compass Advisors LLC	Low 0%	—	8	$1.6M
Cresfund Advisors	Low 0%	—	8	$1.6M
Design Life's Journey, LLC	Low 0%	—	8	$350K
Financial Planning Partners	Very High 63%	5	8	$1.8M
First Pitch Planning and Tax LLC	Low 0%	—	8	—
Hughes & Company Investment Advisory, LLC	Low 0%	—	8	$170K
HWM Wealth Management LLC	Low 0%	—	8	$2.3M
Legacy Wealth Advisors, LLC	Low 0%	—	8	$300K
Randall P Martin	Low 0%	—	8	$1.6M
Upland Capital Management, LLC	Very High 100%	8	8	$1.2M
Archangel Investment Management	Low 0%	—	9	$110K
Donnelly Investments Corporation	Low 0%	—	9	$450K
Due West Wealth Advisors LLC	Low 0%	—	9	$130K
Four Pines Financial	Low 0%	—	9	$1.3M
Plunkett & Associates, Inc.	Typical 22%	2	9	$300K
Quadram Capital LLC	Low 0%	—	9	$94K
Ridgeback Wealth Management	High 33%	3	9	$170K
Transition Planning & Guidance, LLC	Low 0%	—	9	—
Atlanta Wealth Management, Inc.	High 40%	4	10	$630K
Bates Financial Group, LLC.	Low 0%	—	10	—
Brown Investors Wealth Management	Low 0%	—	10	$160K
Fortress Capital	Low 0%	—	10	—
InvestmentPost Advisory	Low 0%	—	10	—
Kenwyck Capital	Typical 10%	1	10	$680K
Soina Financial Group, LLC	Typical 10%	1	10	$120K
Strategic Capital Planning, Inc.	High 30%	3	10	$810K
UCS Investment Co	Low 0%	—	10	—
Zuma Capital Management, LLC	High 50%	5	10	$720K
Brucker Wealth	Typical 9%	1	11	$620K
Capital Stewards, LLC	High 45%	5	11	$940K
Capital Wise Advisory	Typical 9%	1	11	$360K
FamilyRoot Wealth Advisors, LLC	High 36%	4	11	$470K
Joseph Jekyll Advisers LLC	Low 0%	—	11	$910K
Nichols Wealth Advisors	High 55%	6	11	$880K
Rinzler Capital LLC	Low 0%	—	11	$290K
RL Wright & Associates, LLC	Low 0%	—	11	$470K
Tidewater Wealth Advisors	High 27%	3	11	$1.3M
LKL Advisors	Low 0%	—	12	$82K
MRB Capital	Low 0%	—	12	$250K
Attend Wealth	Low 0%	—	13	$180K
Cochran Wealth LLC	High 46%	6	13	$1.1M
Piece of Wealth Planning LLC	Low 0%	—	13	$140K
Versailles Financial, LLC	Very High 69%	9	13	$2.5M
Cubic Pye Capital Management, Inc.	Very High 100%	14	14	$6M
Dubois Wealth Management, LLC	Low 0%	—	14	$420K
KMR Financial Advisory, Inc.	Low 0%	—	14	$660K
Kuber Capital Management, LLC	Very High 57%	8	14	$240K
Openhanded Wealth LLC	High 29%	4	14	$61K
Bunnen Financial Management LLC	Very High 100%	15	15	$930K
CAVE, INC.	Low 0%	—	15	$150K
Halley Hill Wealth Management LLC	High 47%	7	15	$1.2M
Infinity Financial Wealth Management LLC	Low 0%	—	15	$190K
Integra Private Wealth Management, LLC	Very High 100%	15	15	$4.4M
Long Faith Capital LLC	Very High 80%	12	15	$220K
Mike Sena Advisors, Inc.	Very High 80%	12	15	$1.2M
Neyrey, Rene' J.	High 27%	4	15	$460K
Stack Wealth Management, LLC	Low 0%	—	15	$0
Andvari Associates LLC	High 44%	7	16	$1M
Blossom Balance LLC	Low 0%	—	16	$350K
DB Asset Management,LLC.	Low 0%	—	16	$560K
Arkin Financial Advisors, LLC	Very High 100%	17	17	$4.1M
CSG Wealth Management	Low 0%	—	17	—
FinAcura Advisory LLC	Typical 12%	2	17	$440K
Forty Two Wealth LLC	Very High 71%	12	17	$2M
Mason Wealth Strategies	Typical 12%	2	17	$280K
Prometheus Wealth Management, LLC	High 47%	8	17	$660K
S. Williams Capital, LLC	Very High 71%	12	17	$1M
DLC Wealth Management	Low 0%	—	18	$150K
Fleming Wealth Management, LLC	Very High 100%	18	18	$5M
Grass Capital LLC	Very High 100%	18	18	$260K
Temperance Wealth Management	Typical 11%	2	18	$300K
Vetworth	Low 0%	—	18	$520K
8020 Capital LLC	Very High 100%	19	19	$2.6M
Financial Guidance Group, LLC	Low 0%	—	19	$210K
Great Bay Wealth Management	High 32%	6	19	$1.5M
BAS Capital	Very High 100%	20	20	$5.9M
Brice Financial Advisors Inc	Typical 20%	4	23	$92K
Farview Management, LLC	High 40%	8	20	$310K
Financial Lab	Very High 80%	16	20	$70K
Inceptive Financial	Typical 10%	2	20	$0
John Masters, CPA, PC	Typical 10%	2	20	$250K
Meranti Capital Partners, INC.	Low 0%	—	20	$38K
Porter Wealth Management, LLC	Very High 65%	13	20	$580K
Purvis Investments, Inc.	Low 0%	—	20	$64K
Saunders Investment Management LLC	Low 0%	—	20	$700K
Stars & Stripes Financial Advisors	Low 0%	—	20	$26K
Welch Financial Investments, LLC	Typical 20%	4	20	$480K
Caliber Wealth Advisory	High 38%	8	21	$1.1M
Deasil Wealth Management LLC	Low 5%	1	21	$240K
Dental Retirement Strategies, Inc.	Low 0%	—	21	$310K
Financial Staples	High 43%	9	21	$840K
Fortunato Asset Management	Very High 86%	18	21	$1M
Holcomb Financial	Low 0%	—	21	$260K
Mattix Wealth Management LLC	Low 0%	—	21	$0
Peachtree Creek Investments	High 33%	7	21	$1.7M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
SHEPHERD Financial LLC	High 33%	7	21	$890K
Walstad Investment Counsel, Inc.	Very High 71%	15	21	$2.6M
ARCH Financial Planning, LLC	High 32%	7	22	$480K
Bluestone Wealth Planning, LLC	Typical 18%	4	22	$370K
Brown Capital Advisors, LLC	Low 0%	—	22	$640K
Horizon Investment Counsel LLC	Low 0%	—	22	$250K
Personal Financial Solutions, LLC	Low 0%	—	22	$99K
Provident Capital Group, L.P.	Low 0%	—	22	$110K
SRC Wealth Advisors LLC	Very High 82%	18	22	$2M
Asset Accumulation, Protection, Preservation and Transfer, LLC	Low 4%	1	23	$590K
Baker Wealth Group LLC	Very High 61%	14	23	$1.9M
Corners Financial Planning, LLC	Low 0%	—	23	$110K
FWI Wealth Management LLC	Very High 78%	18	23	$2.6M
Infinity Wealthcare, LLC	Very High 61%	14	23	$910K
Opti Bloom Advisors LLC	Typical 17%	4	23	$780K
Resources Asset Management LLC	Very High 70%	16	23	$910K
David Gray Consulting LLC	Low 0%	—	24	$59K
Avere Wealth Management, LLC	High 28%	7	25	$500K
Black Lake Capital Corp.	Very High 76%	19	25	$690K
Bradley Wealth Group, LLC	Typical 8%	2	25	$280K
Constant CashFlow, LLC	Low 0%	—	25	$48K
Oceanus Capital Partners, LLC	Very High 72%	18	25	$2.9M
Steele Financial Studios	Low 4%	1	25	$410K
Supporting Your Choices Inc.	Very High 60%	15	25	$1.6M
Tax & Financial Management	Low 0%	—	25	$1.2M
AF Capital Management, LLC	High 38%	10	26	$520K
Aust Financial Advisory, LLC	Very High 100%	26	26	$1.3M
Dividends & More	Low 0%	—	26	$770K
E.A. Hendrich Financial Planning, LLC	Low 0%	—	26	$0
Edward Wealth Partners	Typical 8%	2	26	$63K
Elite Wealthcare LLC	Low 0%	—	26	$110K
MensaH Finance Group, LLC	Low 0%	—	26	$150K
Palmetto Financial Planners LLC	Typical 19%	5	26	$790K
Footlamp	Low 4%	1	27	$850K
Gaines Capital Management	Typical 15%	4	27	$250K
LifeWater Wealth Management	High 52%	14	27	$1.1M
MoneyGrow.com®	Typical 11%	3	27	$480K
Sonas Financial Planning	Very High 67%	18	27	$880K
Summit Private Wealth, LLC	Typical 19%	5	27	$590K
Tricord Investment Advisors, Inc.	Typical 19%	5	27	$210K
Westhollow Wealth Management	High 30%	8	27	$870K
360 Aviation Advisors, LLC	High 46%	13	28	$340K
Access Planning Partners, LLC	High 39%	11	28	$720K
Covey Capital Advisors, LLC	Very High 100%	28	28	$5.3M
Gustafsson Wealth Management, Inc.	High 46%	13	28	$430K
King Financial Investments Inc	High 43%	12	28	$1.4M
Prana Wealth Management LLC	High 39%	11	28	$970K
The Klausman Group	Low 0%	—	28	$880K
Trinity Capital Management, LLP	High 43%	12	28	$1.4M
Worthscape, LLC	Very High 75%	21	28	$3.2M
Brighter Investing, PB LLC	Very High 62%	18	29	$1.3M
Brooke Forest Capital LLC	High 31%	9	29	$900K
Capstone Global Advisors, LLC	High 41%	12	29	$210K
Cedar Valley Capital LLC	Very High 79%	23	29	$940K
Rock One Advisors, LLC	Low 3%	1	29	$130K
Allegiance Wealth Management, Inc.	Very High 70%	21	30	$1.6M
Attainment Asset Management LLC	Low 0%	—	30	$470K
Comprehensive Financial Planning Inc	Very High 83%	25	30	$3.4M
Essential Wealth Management Group, LLC	Low 0%	—	30	$68K
VIP Wealth Advisors	Very High 90%	27	30	$4.2M
Yongchang Company Inc	Low 0%	—	31	$44K
Arrowhead Investment Advisors, LLC	Typical 25%	8	32	$1.5M
JPG Wealth Management, LLC	Low 0%	—	32	$220K
Lassiter Financial Advisors, LLC	Low 0%	—	32	—
Pearson Investment Management, LLC	Low 0%	—	32	$180K
Reagan Financial Planning LLC	Typical 13%	4	32	$260K
Wakil Wealth Advisory LLC	Low 0%	—	32	$120K
Zero Gravity Financial, LLC	Very High 75%	24	32	$1.2M
Jeffries Wealth Management	Low 0%	—	34	$79K
CN Wealth Management, LLC	Very High 83%	29	35	$1.5M
Shadowbrook Private Wealth LLC	Very High 80%	28	35	$1.6M
Tomas A. Blanno and Company, LLC	High 46%	16	35	$820K
Keystone Financial Consultants, Inc.	High 33%	12	36	$1.2M
Lifepath Advisors, LLC	Typical 17%	6	36	$470K
Assetguard Financial Services Inc	Low 0%	—	37	$26K
Asset Protection Group, LLC	Low 0%	—	37	$220K
Financial Decision Partners, LLC	Low 0%	—	37	$420K
Koi Portfolio Management, LLC	Very High 57%	21	37	$1.7M
Raymon Capital Advisors, LLC	High 30%	11	37	$530K
Defining Legacy Advisors	Typical 8%	3	38	$360K
Polaris Asset Management, LLC	Low 5%	2	38	$140K
Rora Wealth, Inc.	Typical 16%	6	38	$470K
A.I.M. Financial Group, Inc.	Low 0%	—	39	$540K
Apis Wealth, LLC	High 46%	18	39	$1.2M
Hankinson Wealth Advisors LLC	High 51%	20	39	$1.4M
Wilson Financial Group, LLC	High 51%	20	39	$1.2M
Windward Partners, L.L.C.	Typical 23%	9	39	$760K
Kindzia Investments	High 30%	12	40	$630K
Joel Smith & Associates, LLC	Low 0%	—	41	$410K
Kinetic Pathways Company	Low 0%	—	41	$80K
Quigley Financial LLC	Very High 80%	33	41	$2.6M
Swords Capital Management, LLC	High 27%	11	41	$1.6M
LK Wealth Management, LLC	Typical 7%	3	42	$390K
OBN Wealth Advisors	Low 0%	—	42	$330K
Walker & Associates	Low 0%	—	42	$960K
Windemere Advisors, LLC	Very High 69%	29	42	$570K
AE Financial & Risk Management, Inc.	Very High 77%	33	43	$580K
Fordham Financial Services, Inc.	Typical 12%	5	43	$620K
Stadium Financial LLC	Typical 26%	11	43	$620K
Perpetual Wealth Advisors, LLC	Very High 75%	33	44	$2.1M
Wealthwise Financial Solutions, LLC	High 39%	17	44	$1.1M
2nd Half Capital, LLC	Low 0%	—	45	—
Blackthorn Asset Management LLC	Very High 60%	27	45	$1.8M
Collins/Moody Financial Services, L.L.C.	High 36%	16	45	$780K
Dogwood Capital Management	Very High 58%	26	45	$1M
Vision Financial Concepts	Typical 18%	8	45	$130K
Contemporary Financial Planning	High 41%	19	46	$1M
Advanced Financial Strategists Inc	High 28%	13	47	$1.3M
Eight Ventures Private Wealth Management	High 50%	24	48	$1.2M
Stanhouse Financial Planning and Management, LLC	High 46%	22	48	$690K
Earn Into Wealth Strategies	Typical 18%	9	49	$700K
Gutt Financial Management, LLC	Very High 100%	49	49	$3.3M
Lifetime Strategies, LLC	Typical 14%	7	49	$260K
Acadia Wealth Advisors	Low 0%	—	50	$820K
Andrews Investment Management	Typical 12%	6	50	$300K
Covered Bridge Financial LLC	Low 0%	—	50	—
Larsen Wealth Management, LLC	Very High 66%	33	50	$870K
Richie Capital Group	Very High 100%	50	50	$230K
Royal Financial Investment Group	Low 0%	—	50	$120K
SAC Investment Management LLC	High 50%	25	50	$1.3M
Third Act Retirement Planning, Inc.	Very High 68%	34	50	$610K
VIVCAP LLC	High 54%	28	52	$520K
Marathon Wealth Incorporated	Low 0%	—	53	$230K
Trestle Wealth Advisory, LLC	Typical 13%	7	53	$620K
Boardwalk Capital Management, Inc.	Very High 83%	45	54	$990K
Cwpim	High 54%	29	54	$290K
Littlefield Asset Management, Inc.	High 28%	15	54	$2.6M
Long Game Financial, LLC	High 56%	30	54	$880K
ADS Wealth Management LLC	Low 0%	—	55	$280K
Datapoint Financial Planning, LLC	Low 0%	—	55	—
Adair Financial Private Client Group	High 43%	24	56	$1.4M
Equatorial Advisors, LLC	Typical 21%	12	56	$180K
Mars Capital Management LLC	Very High 61%	35	57	$440K
Southern Incomes, LLC	High 33%	19	58	$840K
Jayco Wealth Management	High 53%	31	59	$1.6M
Joshi Capital Management, LLC	Typical 22%	13	59	$250K
BluePrint Private Wealth Management LLC	Very High 67%	40	60	$1.6M
Marathon Financial Strategies	High 33%	20	60	$810K
Opportunity Investment Group, LLC	High 28%	17	60	$1M
Brookwood Wealth Advisors, LLC	Low 0%	—	61	$220K
Cornerstone Investment Advisors, Inc.	High 54%	33	61	$1M
Kanakaris and Associates	Low 0%	—	62	$120K
Chanakya Business Ventures LLC	High 48%	31	64	$170K
True Square Financial LLC	Very High 91%	58	64	$2.7M
W.A. Griffin Financial Services Inc.	Typical 17%	11	64	$230K
KCG Investment Advisory Services LLC	Typical 23%	15	65	$800K
National Christian Financial Advisors, Inc.	Low 0%	—	65	$130K
Riverwood Capital Advisors, LLC	Very High 74%	48	65	$460K
Truvestor Wealth Management	High 55%	36	65	$1.1M
Langley Wealth Management	Typical 9%	6	66	$420K
ATI Wealth Partners, LLC	Typical 22%	15	67	$440K
Centurion Wealth Management LLC	Low 3%	2	67	$330K
Glean Financial, Inc.	Typical 19%	13	67	$200K
Yellow Dog Financial, Inc.	Very High 69%	46	67	$380K
JLP Investments	High 40%	27	68	$140K
Schumpert Investments, LLC	Low 0%	—	69	$120K
St Bernard Asset Management, Inc.	Low 4%	3	69	$400K
Island Asset Management, LLC	Typical 14%	10	70	$1.1M
LegacITree Wealth Management, LLC	Low 0%	—	70	$110K
Lyles Wealth Management LLC	High 30%	21	70	$570K
Oglesby Wealth Strategies, LLC	Low 0%	—	70	—
Remote Financial Planner, LLC	Very High 79%	56	71	$1.2M
Bailey Financial Services	Low 0%	—	72	$0
Horizon Advisors, LLC	Low 1%	1	72	$120K
Harper Asset Management, LLC	Typical 19%	14	73	$630K
Williams Wealth Management, Inc.	Typical 15%	11	73	$570K
DRW Financial	High 28%	21	74	$830K
Paramount Investment Advisors	Typical 12%	9	74	$570K
Smarr Financial Services Inc.	Low 5%	4	75	$610K
Avid Wealth Management Group, LLC	High 45%	35	78	$820K
Safe Harbor Financial Planning & Investment Advisory, LLC	High 30%	24	79	$610K
P. G. Earl Investment Advisers, L.L.C.	Low 0%	—	80	$10K
Confidant Financial Solutions, LLC	High 40%	32	81	$520K
Evans Wealth Management	Very High 57%	47	83	$1.2M
Pulse Wealth	Typical 17%	14	84	$600K
Blueprint Financial Strategies, LLC	Typical 7%	6	86	$260K
Lighthouse Investment Advisors, Inc.	Low 1%	1	86	$280K
RChristianFinancial Consultants, LLC "The Clients Fiduciary"	Low 0%	—	86	$110K
Bay Hill Capital Management USA, LLC	Very High 69%	60	87	$730K
Kam-South, LLC	Typical 9%	8	87	$760K
GAMSG Financial Advisors LLC	Typical 14%	13	90	$130K
J.A. Lawrence Wealth Management	Typical 7%	6	92	$220K
Vickery Creek Capital Management	High 34%	31	92	$1M
Hornsby Asset Management, LLC	Low 0%	—	93	$100K
Corwin Company LLC	High 40%	38	95	$1.1M
Lanier Asset Management, LLC	High 53%	51	96	$1.3M
Claris Financial Advisors, Inc.	Typical 14%	14	97	$280K
D.S. Brown Wealth Advisors, LLC	Typical 24%	23	97	$710K
FBS Securities	Typical 19%	18	97	$430K
Two Twelve Planning, Inc.	Low 4%	4	97	$220K
One Source Advisory Services, LLC	Typical 10%	10	98	$160K
LSP Advisory LLC	Low 0%	—	99	$250K
Focus Investments, LLC	Low 0%	—	100	—
Grove Investments, Inc.	Low 0%	—	100	—
Harper Financial Group	Low 0%	—	100	—
Larkins & Associates Financial Services, LLC	Low 0%	—	100	—
Michael S. Carrier & Associates, Inc.	High 35%	35	100	$1M
TROIKA CAPITAL ADVISORS, LLC	Typical 20%	20	100	$560K
Legacy Partner Group	Typical 9%	9	104	$820K
Brown Wealth Management, LLC	High 30%	32	105	$940K
Blueprint Wealth Management	Typical 11%	12	106	$1.3M
Fluid Financial Planning, LLC	Low 6%	6	109	$180K
Associated Financial Partners, Inc.	Low 4%	5	113	$320K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Hurst Wealth Advisors, PC	Low 6%	7	116	$340K
Premier Financial Advisory Services, LLC	Typical 13%	15	117	$320K
The Advisory Firm	High 29%	34	118	$970K
Rich Dewitt Wealth Management LLC	Typical 14%	17	123	$390K
Payne Financial Management, L.L.C.	Low 0%	—	127	$310K
Perfetta Capital, LLC	Typical 9%	12	129	$280K
Capital Benchmark Partners, LLC	Typical 14%	18	130	$400K
Lattice Wealth Advisors	Typical 8%	10	130	$370K
Mann Financial Consulting Services	Low 0%	—	132	$8.6K
Nine30 Advisors LLC	Low 0%	—	140	$4.7K
Culbreth Wealth Management	Typical 18%	26	141	$470K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Sutton Financial Group	Typical 7%	10	149	$180K
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
Omega Advisory LLC	Typical 9%	14	154	$540K
Neale Financial, LLC	Low 4%	7	165	$280K
MACC IV Group	Typical 12%	20	170	$190K
Fitbux RIA LLC	Low 0%	—	180	$28K
Integra Wealth	Typical 16%	29	183	$520K
SunRift Capital Partners LLC	Low 3%	7	205	$200K
J. Franklin Financial LLC	Low 3%	6	222	$140K
Atlas Investment Advisory LLC	Typical 22%	50	227	$340K
Investment Answers	Typical 9%	22	251	$200K
Fuerst Financial Group, Inc.	Typical 10%	25	259	$360K
DPCM	Typical 19%	50	270	$290K
CFG Wealth Management, LLC	Low 0%	—	300	—
Barnard Financial Group, LLC	Low 6%	20	333	$280K
The W & W Group LLC	Low 3%	10	353	$83K
Worldwide Capital Advisors, LLC	Typical 8%	30	380	$220K
Toams Financial	Low 5%	32	620	$180K

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