HNW client percentage for Independent firms serving clients in Illinois

Independent firms active in Illinois 463 firms

Very Low 0%-0%

Low 0%-11%

Typical 11%-28%

High 28%-55%

Very High 55%-100%

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

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
New Street Advisors Group LLC	Low 0%	—	510	$30K
Santefort Investment Group, LLC	Typical 17%	79	456	$240K
Lenox Capital Management, Inc.	Low 5%	23	442	$250K
Zendamentals	Low 8%	36	424	$380K
Lighthouse Financial & Consulting Services, LLC	Low 1%	4	359	$94K
Koehler Financial Services, Inc.	Low 0%	—	329	$110K
Shankland Financial Advisors, LLC	Typical 12%	38	308	$290K
Strategic Investment Advisors, Ltd.	Low 4%	13	301	$210K
Schaefer Wealth Management, Inc.	Low 0%	—	296	$270K
Fortis Portfolio Solutions, LLC	Very High 100%	276	276	$510K
DPCM	Typical 19%	50	270	$290K
Investment Advisors Group, LLC	Low 4%	11	259	$220K
W.K. Cooper II Asset Management Corporation	Very High 100%	230	230	$350K
Financial Planning Advisors, Inc.	Low 3%	6	225	$170K
Wealth Ambassadors, LLC	Low 7%	15	203	$270K
Main Effort Financial, Inc.	Typical 11%	20	189	$460K
First Wealth Advisory, Inc.	Typical 21%	38	185	$100K
Advanced Trader Investment Advisors, LLC.	Low 0%	—	175	$170K
MACC IV Group	Typical 12%	20	170	$190K
Pilot Asset Management LLC	Typical 12%	20	163	$510K
Quantum Financial Planning LLC	High 28%	45	159	$0
Wolfstone Wealth	Typical 21%	32	153	$720K
Saint Louis Investment Advisors Inc	Typical 24%	35	147	$490K
Palen Financial LLC	Low 5%	8	146	$270K
Paisley Financial LLC	Low 6%	9	141	$250K
A J Feldman Financial, LLC	Typical 22%	31	140	$970K
Milestone Advisory Group, LLC	Low 4%	5	140	$160K
Missional Advisor Group	Typical 11%	15	140	$300K
Domo Capital Management, LLC	High 33%	45	137	$180K
Building Equities, LLC	Low 0%	—	136	$60K
Patap Financial Services	Typical 17%	23	135	$380K
Aydt Investment Management, Inc.	Low 8%	11	130	$360K
Defined Capital LLC	Typical 11%	14	130	$340K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
Trueman Brown	High 35%	45	128	$1.5M
Daly Investment Management, LLC	High 28%	89	125	$900K
Dahl Financial Services, Inc.	Low 0%	—	125	$270K
Elevation Financial LLC	Low 0%	—	125	$240K
Nash-Hasty Private Wealth Management	Typical 16%	20	123	$520K
Financial Elements, Inc	High 48%	58	122	$1.6M
Cline Financial Concepts, LLC	Typical 18%	21	120	$560K
Locke Financial Services, Inc.	Low 0%	—	120	$460K
Mindful Money Financial Counsel, LLC	Low 0%	—	120	—
Monroe Financial Inc.	Low 0%	—	118	$70K
Fisher Financial Group, LLC	Low 7%	8	116	$350K
Taos Investment Advisors, LLC	Very High 59%	68	116	$680K
JK Financial Planning, Inc.	Low 0%	—	114	$46K
Strategic Advisors of Illinois	High 28%	32	113	$550K
Berg Investment Planning	Low 9%	10	112	$380K
Quinn Financial Planning, LLC	High 41%	45	110	$870K
Personal Financial Management, Inc.	Low 8%	9	108	$290K
Envision Wealth Planning Inc.	Low 3%	3	106	$200K
Bobb Financial Incorporated	Typical 25%	26	105	$820K
Chancellor Financial Services, Inc.	Low 8%	8	105	$290K
Redwing Financial	High 32%	34	105	$370K
North Shore Investment Consulting LLC	Low 0%	—	102	$1.7M
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
Abundance Advisors, Inc.	Low 0%	—	100	—
Copia Financial Solutions, Inc.	Low 0%	—	100	—
Financial & Business Consultants	Low 0%	—	100	—
Hampton Financial Services	Low 0%	—	100	—
Hanold Asset Management, LLC	Low 0%	—	100	—
MAST Investment Advisors LLC	Low 0%	—	100	—
Organize, Protect & Grow Your Wealth, LLC	Typical 21%	21	100	$180K
P.W.B., Inc.	Low 0%	—	100	—
Quam Wealth Advisory Group LLC	Low 0%	—	100	—
Leading Edge Wealth Management, LLC	Typical 21%	21	99	$440K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Wolf Financial Advisors LLC	Typical 24%	24	99	$1.3M
Lloyd Park, LLC	Very High 100%	97	97	$1.7M
Kilcullin Financial Life Planning, LLC	Very High 64%	61	96	$680K
Deep Blue Financial LLC	High 53%	50	95	$580K
Lewis Wealth Management, LLC	Typical 15%	14	95	$440K
Douglas Capital Management, LLC	High 43%	40	94	$230K
Prairie Investment Advisors, LLC	High 37%	34	93	$1.1M
Outlook Capital Management, LLC	Very High 64%	58	90	$1.6M
Palos Wealth Advisors, LLC	Typical 19%	17	89	$800K
Sanskar Advisors, Inc.	Typical 16%	14	89	$540K
Forward Financial LLC	Typical 23%	20	88	$890K
Johnston Investment Counsel, Ltd.	High 34%	30	88	$1.4M
Prima Wealth	High 28%	25	88	$1.1M
Herzog Financial Group, LLC	High 44%	38	87	$550K
Gianotti Wealth Advisory	High 32%	27	84	$580K
Kinkelaar & Associates	Very High 55%	46	84	—
Melotte Financial Advisors	Very High 60%	50	83	$1.2M
RP Zeigler Investment Services	Typical 18%	15	83	$780K
AECH Financial	Low 6%	5	82	$290K
Durham Wealth Management, LLC	Low 6%	5	81	$340K
Porter Avenue Capital Management, LLC	Low 0%	—	81	$130K
Smart Choice Financial Planning, Inc.	Low 0%	—	80	$1.2M
Capital Trust Wealth Management	High 34%	27	79	$970K
Purpose Financial Planning LLC	High 51%	40	79	$150K
R. W. Stanley Investment Planning	Low 0%	—	79	—
Elliott Capital Management, Inc.	Low 0%	—	78	$160K
Harmony Wealth Management LLC	Low 0%	—	78	$700K
Bourbon Financial Management	Very High 64%	49	77	$0
Linden Wealth Management LLC	High 48%	37	77	$1.1M
AK Investing	Low 0%	—	75	$270K
Crown Financial Group, Inc.	Low 0%	—	75	$670K
EBH Financial, Inc.	Typical 23%	17	75	$520K
Evergreen Capital Management Inc	Low 0%	—	75	$160K
Investments By Design, Inc	Typical 12%	9	75	$610K
North Star Wealth Management	High 53%	40	75	$2.1M
DRW Financial	High 28%	21	74	$830K
Peters Financial LLC	Low 0%	—	74	$96K
Valor Advisers	Low 0%	—	74	$23K
Lake Jericho, LLC	High 29%	21	73	$430K
Checkpoint Financial Planning	High 29%	20	70	$0
Heritage Wealth	Typical 21%	15	70	$790K
Integral Financial Planning LLC	Very High 93%	65	70	$2.3M
Long Financial Planning	High 29%	20	70	$720K
Everett Wealth Solutions, Inc	Typical 13%	9	69	$570K
Reatherford Wealth Management LLC	Low 9%	6	69	$230K
Prism Wealth Management	Typical 13%	9	68	$680K
ATI Wealth Partners, LLC	Typical 22%	15	67	$440K
Bradford Capital Management, LLC	High 30%	20	67	$890K
Girdwood Capital LLC	High 39%	26	67	$660K
Keaton Capital Management L.L.C.	Low 0%	—	65	$200K
RJ Aubrey Investments Corp.	Typical 11%	7	65	$94K
Wave & Breakout L.L.C.	Low 0%	—	65	$43K
Insight Financial Group, Inc.	High 45%	29	64	$1.5M
Simple Portfolio Management, Inc.	High 48%	30	63	$1.9M
4D Financial Advisors, LLC	Low 2%	1	62	$1.1M
Blue Jean Wealth Management	Low 0%	—	62	$110K
Couleur Investments	Typical 23%	14	62	$280K
Genfi LLC	High 45%	28	62	$740K
Blue Sky Investment Partners, Inc.	Very High 57%	35	61	$1.9M
Strongside Asset Management LLC	Typical 21%	13	61	$580K
A-Team Advisors	Very High 58%	35	60	$1.2M
Boon Capital Advisors LLC	High 48%	29	60	$3.1M
Cove Financial Planning, LLC	High 42%	25	60	$1.6M
Emberhouse, LLC	High 45%	27	60	$1.5M
Intuitive Wealth Management, LLC	High 32%	19	60	$750K
Timothy J McDonald CPA CFP	Very High 67%	40	60	$1.1M
Trails Edge Wealth Advisers, LLC	High 48%	29	60	$2.6M
Despain Investment Solutions, Ltd.	Low 0%	—	58	$330K
The Meridian Business Group, Ltd	Typical 16%	9	58	$390K
Ventoux Financial Advisors, LLC	Very High 55%	30	55	$1.2M
Long Game Financial, LLC	Very High 56%	30	54	$880K
Smart Stewardship Advisors	Typical 22%	12	54	$680K
Ascent Fintech LLC	Low 0%	—	53	$91K
Northlake Capital Management, LLC	High 42%	22	53	$1.2M
EmeraldSpark Investments	Typical 13%	7	52	$310K
Maguire Asset Management, LLC	High 52%	27	52	$810K
Piershale Wealth Management, LLC	Low 0%	—	52	$520K
Blue Chip Financial Planning, LLC	Typical 18%	9	51	$680K
Gateway Wealth Management, LLC	Typical 24%	12	51	$950K
Lumen Capital Management, L.L.C.	High 45%	23	51	$650K
OmniDivitia Wealth Management, Inc.	Typical 14%	7	51	$280K
Cornerstone Asset Management, Inc.	High 40%	20	50	$400K
Diversified Consumer Planning LLC	Low 4%	2	50	$190K
Edwards Premier Financial	Low 10%	5	50	$30K
Investment Resources Center	Low 0%	—	50	$120K
Legacy Wealth Planning	Typical 20%	10	50	$470K
Patrick Capital Management	Low 0%	—	50	$280K
Avista Wealth Management	Typical 21%	10	48	$580K
Vodicka Group, Inc.	High 33%	16	48	$380K
Milestone Money	Very High 62%	29	47	$1.2M
Baker & Company Advisory Group Inc	Low 0%	—	46	$150K
PVA Financial, LLC	Very High 67%	31	46	$2M
Disciplined Financial Services, Inc.	Low 0%	—	45	$240K
Servant Capital Advisors	Very High 78%	35	45	$2.3M
Directional Asset Management, LLC	Very High 82%	36	44	$3.1M
Pettibone Wealth Management, LLC	Typical 27%	12	44	$740K
Riverbend Planning Group LLC	High 30%	13	44	$890K
Goodwin Asset Management Inc.	Very High 100%	43	43	$530K
Oakwood Wealth Advisors Ltd.	Low 0%	—	43	$280K
PAC Capital, LLC	Very High 81%	35	43	$1.7M
Powers Financial Group, LLC	Low 0%	—	43	$160K
Responsive Financial Group, Inc.	Typical 16%	7	43	$1.1M
Straitgate Financial L.L.C.	Typical 12%	5	43	$420K
Champion Financial Inc.	Low 0%	—	42	—
Hummer Financial Advisory Services Inc	Typical 14%	6	42	$4.7M
O'Keefe & Associates, P.C.	High 33%	14	42	$1.5M
Roth Investment Management, LLC	Typical 12%	5	42	$270K
Sjostrom Financial Planning Inc.	Low 0%	—	42	$290K
Omkara Capital LLC	High 37%	15	41	$980K
Royal Asset Managers	Very High 83%	34	41	$1.9M
SDM Investments, LLC	Low 5%	2	41	$190K
SPIRE Investment Management LLC	Very High 71%	29	41	$220K
TomChaney Investment Services, Inc.	Typical 27%	11	41	$1M
Hazel Ridge Advisors, LLC	Low 0%	—	40	$380K
Kollar Wealth Advisors, LLC	Low 5%	2	40	$310K
Petrarch Wealth Management	Typical 13%	5	40	$300K
Skoufis Capital Management	Very High 100%	40	40	$280K
Winiecki Wealth Management	High 50%	20	40	$1.1M
Drach Advisors LLC	High 28%	11	39	$520K
GCR Financial Services, LLC	High 54%	21	39	$1.2M
North Forty Investment Advisors LLC	Very High 100%	39	39	$710K
Bold Vision Financial	Low 0%	—	38	—
CIC Investment Consultants, LLC	High 29%	11	38	$890K
Horizon Capital Management, LLC	Very High 95%	36	38	$3.5M
Long Planning, LLC	Typical 13%	5	38	$480K
Prospect Trading LLC	Low 0%	—	38	$510K
Ripple Ridge Enterprises LLC	Low 0%	—	38	$300K
Dukes Lane Investments LLC	High 35%	13	37	$1M
JAC Wealth Management Services, LLC	Typical 22%	8	37	$610K
Journey Capital Advisers, LLC	Typical 11%	4	37	$420K
Oak Brook Advisors, LLC	Typical 16%	6	37	$460K
Optimum Retirement Planning LLC	Very High 86%	32	37	$2.3M
Skinner Advisory, LTD.	Typical 14%	5	37	$600K
Trexler Financial Advisors LLC	High 30%	11	37	$680K
Trinity Asset Management, Inc.	High 46%	17	37	$1.5M
Wellspring Capital Group, Ltd.	Low 5%	2	37	$190K
Balance Investments	Low 0%	—	36	$78K
Fit Advisors LLC	Very High 56%	20	36	$1.8M
Huron Investment Management, Inc.	High 47%	17	36	$660K
Outside The Box Financial Planning, LLC	Typical 17%	6	36	$260K
Wealthy Doctor Institute LLC	Typical 25%	9	36	$250K
Azalea Wealth Management LLC	Typical 11%	4	35	$420K
Cox Financial Group, Ltd.	High 46%	16	35	$1.3M
Daleiden Wealth Advisors	Typical 20%	7	35	$610K
Design Asset Management, LLC	High 46%	16	35	$580K
Doncaster Wealth LLC	High 54%	19	35	$310K
Heyman Investment Counseling LLC	Very High 74%	26	35	$3M
Integrated Wealth Planners LLC	Low 0%	—	35	$38K
Kraft Financial, LLC	Very High 66%	23	35	$1M
Lakeside Financial Inc.	Typical 17%	6	35	$990K
Kakis Financial Services Inc.	High 50%	17	34	$1.4M
Oak Brook Asset Management, Corporation	High 35%	12	34	$1M
Seed Wealth Management, Inc.	Very High 85%	29	34	$5.6M
Whisper Wealth Builders	Typical 21%	7	34	$280K
Momentum FinTech LLC	Very High 58%	19	33	$220K
P.A. Berg Retirement Solutions	Low 9%	3	33	$74K
Sorsby Financial Corp.	High 30%	10	33	$640K
Stanton Financial Planning, LLC	Low 0%	—	33	—
Betterman Digital Wealth, Inc.	High 31%	10	32	$1.5M
Brady Investment Counsel LLC	Very High 78%	25	32	$3.3M
Janian Investment Advisers, LLC	Very High 63%	20	32	$840K
Martin Financial Management	High 41%	13	32	$1.9M
Rhodes Capital Management, Inc.	Low 0%	—	32	$560K
Zone Investment Management, LLC	Typical 19%	6	32	$680K
K.W. Andersen Investment Group, LLC	Typical 26%	8	31	$1.4M
Pinelight Financial PLLC	Typical 26%	8	31	$1.1M
Watchtower Wealth, LLC	Very High 65%	20	31	$390K
EN+ Wealth	Typical 27%	8	30	$190K
GlobalMacro Capital Management, LLC	High 33%	10	30	$1.3M
Keffer Financial Planning	Low 0%	—	30	—
Kline Capital Management LLC	High 33%	10	30	$900K
Retirement Portfolio Partners	Very High 87%	26	30	$1.5M
Rhodo Wealth Management LLC	Low 10%	3	30	$410K
Invest Capital LLC	Typical 24%	7	29	$960K
Kirchner Financial Group	Low 3%	1	29	$550K
Mel Consulting Co. d/b/a Mel & Co	Typical 14%	4	29	$620K
Redmont Wealth	Very High 93%	—	5	$8.9M
Safe Bay Retirement Advisors	High 34%	10	29	$420K
Vista Financial Planning	Very High 76%	22	29	$0
Westrate Capital Management, Inc.	High 28%	8	29	$820K
BrightPath Financial, Inc.	Very High 61%	17	28	$1.7M
DCO Capital Management LLC	Very High 79%	22	28	$860K
Foresight Strategic Partners, LLC	Very High 64%	18	28	$470K
Glass Lake Wealth Management	High 43%	12	28	$910K
Indie Financial Planning	Low 7%	2	28	$330K
KGL Financial Advisors, LLC	Typical 18%	5	28	$1.1M
Sora Wealth, LLC	High 39%	11	28	$1.1M
Two Three Five	High 32%	9	28	$880K
Two Trails Financial Planning	Very High 93%	26	28	$1.5M
Crowley Capital Management LLC	Typical 26%	7	27	$1M
Dividend Growth Strategies, Inc.	Very High 100%	27	27	$2.9M
The Wealthy Parent	Low 0%	—	27	—
West Loop Financial LLC	Very High 67%	18	27	$1.7M
Crescendo Financial Planners Inc.	Low 0%	—	26	$1.9M
Dogwood Investment Advisors	High 31%	8	26	$1.5M
Focused Up Financial, LLC	Low 0%	—	26	$480K
Arena Consulting, LLC	Very High 100%	25	25	$2.8M
Benson Advisory Services & Asset Management	Low 0%	—	25	—
Blameuser Asset Management	Low 0%	—	25	—
Carlisle Financial Management, LLC	High 40%	10	25	$1.7M
Consolidated Wealth Management	Very High 100%	25	25	$1.6M
Financial Planning Resources,LLC	Low 0%	—	25	—
Haag Financial Consulting	Low 0%	—	25	—
Knoble, Larry H.	Low 0%	—	25	—
Maple Street Capital Advisors, LLC	High 36%	9	25	$920K
MLN Investments LLC	High 28%	7	25	$1.1M
Monotelo Wealth Partners	Low 0%	—	25	$1.6M
Ridge Investment Advisors	Very High 64%	16	25	$1.5M
Robert L. Weisman, LLC	Low 0%	—	25	—
Roger Manske	Low 0%	—	25	—
Rook Financial LLC	Low 0%	—	25	$230K
Stratitech Consulting, Inc.	Low 0%	—	25	—
Triex Financial Services, Inc.	Low 0%	—	25	$66K
1035 Capital Management LLC	Low 0%	—	24	$210K
Furlong Investment Solutions, LLC	High 33%	8	24	$770K
LCV Advisors LLC	Very High 63%	15	24	$1.9M
Long Run Financial, Ltd.	Typical 25%	6	24	$580K
Manage Your Financial Life	Low 0%	—	24	—
Silver Leaf Financial, Inc.	Low 0%	—	24	$390K
Victory Wealth Management, LLC	High 42%	10	24	$1.2M
Daybreak Wealth, LLC	Very High 70%	16	23	$2.4M
Landphair Wealth Management LLC	Typical 17%	4	23	$550K
Life Planning Solutions, LLC	Low 0%	—	23	$730K
Fee-Only Financial Advisors, Ltd.	Very High 82%	18	22	$0
Kennon Wealth Management, LLC	Low 0%	—	22	—
RB Salzman Wealth Management, LLC	High 50%	11	22	$1.9M
FirstGen Wealth	Low 0%	—	21	$330K
Herrick Lake Investments LLC	Typical 14%	3	21	$290K
Retirement Matters, Inc.	Very High 62%	13	21	$1.1M
Song Asset Management Co. LLC	Low 0%	—	21	$520K
St. Therese Financial LLC	Low 10%	2	21	$39K
Adk Wealthcare Partners	Typical 20%	4	20	$1.4M
BlueView Investment LLC	Typical 20%	4	20	$1M
Finnestad Financial	High 40%	8	20	$680K
Hammond Investment Management, LLC	Low 0%	—	20	$550K
Heritage Drive Wealth Management LLC	Very High 75%	15	20	$910K
Northpoint Advisory LLC	Very High 100%	20	20	$5.1M
Pickwick Wealth Management	Low 10%	2	20	$570K
White Brook Capital	Very High 85%	17	20	$900K
Wynstone Investment Advisors, LLC.	Very High 100%	20	20	$520K
Ares-Bound Capital	Low 0%	—	19	$24K
Cardinal Mark LLC	High 42%	8	19	$640K
HG Wealth Management, LLC	Very High 63%	12	19	$1.8M
Lakshmi Wealth Management LLC	Very High 84%	16	19	$1.5M
Spectrum Advisers, LLC	High 37%	7	19	$1.4M
Veracity Wealth Management LLC	Very High 58%	11	19	$2.6M
Brian Thompson Financial	Typical 17%	3	18	$1.1M
BWM LLC	Very High 100%	18	18	$1.1M
Kortenkamp, Joshua F	High 33%	6	18	$410K
The Other 90 Financial, LLC	High 28%	5	18	$820K
ConCap LLC	Typical 18%	3	17	$400K
Gambit Asset Management	Very High 65%	11	17	$1.9M
Lelah Financial, LLC	Low 0%	—	17	$530K
Lemley Yarling Management Co	Typical 24%	4	17	$710K
Newport Investment Advisors, Inc.	Very High 94%	16	17	$1.2M
Pavilion Financial Planning	Low 0%	—	17	$250K
JH Kaufman LLC	Low 0%	—	16	$580K
SMR Strategic Investments, LLC	High 50%	8	16	$610K
Vidarrow Investment Advisors	High 38%	6	16	$790K
Defender Asset Management LLC	Typical 27%	4	15	$2.4M
Elite-Pro Wealth Advisors LLC	Low 0%	—	15	$6.7K
Equity Management, Inc.	Low 7%	1	15	$700K
Lamke Financial LLC	Low 0%	—	15	—
MJC Financial Fitness LLC	Typical 20%	3	15	$120K
Northwood Wealth Management, LLC	Very High 67%	10	15	$1.1M
ATK Financial Prosperity	Low 0%	—	14	$120K
Clark Lewis	Low 0%	—	14	$95K
DA Wealth Advisors	Very High 86%	12	14	$620K
Hightower & Boler, LLC	Low 0%	—	14	$300K
Karstens Wealth	Low 7%	1	14	$200K
Kevin Hebson & Company	High 43%	6	14	$1.6M
McDevitt & Bird Investment Management Co	Typical 21%	3	14	$630K
MOA Advisory & Financial Services Co	Low 0%	—	14	—
Obar Wealth Management LLC	Low 7%	1	14	$160K
Tilatti Wealth Management LLC	Typical 21%	3	14	$300K
Van Ake Capital LLC	Low 0%	—	14	$1.7M
Wentsel Wealth Management, LLC	Very High 64%	9	14	$1.4M
Yunistone Investment Group, LLC	Very High 93%	13	14	$8.5M
Altruity Wealth	Typical 23%	3	13	$2.5M
Daniel Island Wealth Management, LLC	High 54%	7	13	$1.5M
GGCFO Advisors	Low 0%	—	13	$7.7M
Honeyguide Capital Partners	Low 0%	—	13	$57K
Rabkin Advisors LLC	Low 0%	—	13	$540K
Royalty Wealth Management, Inc.	Low 0%	—	13	$1.1M
Willenbrock Financial Planning	High 31%	4	13	$470K
Bishop Financial Services LLC	Low 0%	—	12	$390K
Cantebury Capital, Inc.	Very High 100%	12	12	$1.1M
Clancy Capital Advisors LLC	High 42%	5	12	$1.1M
Family First Wealth Management	High 50%	6	12	$1.4M
Financial Illumination Advisors, LLC	Low 0%	—	12	—
Financial Synergy, Inc.	Typical 25%	3	12	$550K
Great Mountain Capital Management LLC	Very High 100%	12	12	$410K
Lake Effect Wealth LLC	Very High 58%	7	12	$1.4M
Todt Investment Management LLC	Low 0%	—	12	$1.6M
Addison Asset Management, LLC	Very High 100%	11	11	$480K
Grosse Point Capital Management	Low 9%	1	11	$130K
Independent Wealth, LLC	Low 0%	—	11	—
Investment Navigation LLC	Very High 55%	6	11	$370K
Irontree Advisors LLC	High 45%	5	11	$1.2M
Nichols Wealth Advisors	Very High 55%	6	11	$880K
Wealth Management Associates, Inc.	Very High 100%	11	11	$7M
Wysopal Wealth	Very High 55%	6	11	$610K
Appleby Advisory LLC	Low 0%	—	10	—
Armory Oak Wealth LLC	Low 0%	—	10	$460K
Avenue 90	Low 0%	—	10	$950K
Bright Lantern Financial LLC	Very High 100%	10	10	$2.6M
Diversey Capital, LLC	Low 0%	—	10	—
DMC Capital Management Inc	Low 0%	—	10	—
Eiduk Tax and Wealth	Low 0%	—	10	$150K
Endeavor Investment Management, LLC	Low 0%	—	10	—
Essential Financial Strategies	Low 0%	—	10	$0
Frank A. Neaylon, LLC	Low 0%	—	10	—
Galvanize Wealth LLC	High 50%	5	10	$1.3M
Gamma Group	Low 0%	—	10	—
Kuhl Investments Inc.	Low 0%	—	10	—
Lake Life Wealth Advisory Group	Low 0%	—	10	$0
Levin & Levy, LLP	Low 0%	—	10	—
Maley Financial Planning	Low 0%	—	10	—
Renz Financial Group, LLC	Low 0%	—	10	—
Scherrer Financial Services	Low 0%	—	10	$300K
Two Fish Management	Very High 100%	10	10	$1.7M
VanderKloot & Company, P.C.	Low 0%	—	10	—
Ameribanc Corporation	Low 0%	—	9	$400K
Companions on Your Journey	Low 0%	—	9	$210K
Dream Weaver Financial Planning LLC	Typical 11%	1	9	$250K
FPG Wealth	Very High 100%	9	9	$2.8M
Lockyer Investments	Typical 11%	1	9	$250K
Missio Investment Management LLC	Very High 67%	6	9	$2.7M
Pinnacle Planning Advisors, LLC	Low 0%	—	9	$560K
Salt Creek Hills Money, Ltd.	Typical 22%	2	9	$300K
Stoken Asset Management LLC	Very High 100%	9	9	$540K
Veridian Private Wealth Management	Very High 67%	6	9	$1.6M
Barnett Capital Management, LLC	Very High 100%	8	8	$3.6M
BDB Wealth Advisors LLC	Low 0%	—	8	$140K
Conrad A. May, CPA, P.C.	Very High 63%	5	8	$12M
Edvestment Solutions L.L.C.	Low 0%	—	8	$560K
Encompass Wealth Management LLC	Very High 88%	7	8	$1.4M
Harman Investment Advisors	Low 0%	—	8	$370K
Maplewood Wealth	Typical 13%	1	8	$440K
Naperville Private Wealth, LLC	Low 0%	—	8	$520K
Reserve Fund Advisers	Low 0%	—	8	$130K
Terrapene Capital	Low 0%	—	8	$110K
VU Financial Services, Inc.	High 50%	4	8	$440K
White Crest Capital	Very High 100%	8	8	$1.4M
Wright Benefit Advisors Inc.	High 38%	3	8	$740K
Amplio Wealth	Very High 71%	5	7	$3.2M
Convexity Investments LLC	Very High 57%	4	7	$440K
Elite Investment Advisors, LLC	Typical 14%	1	7	$340K
Foresight Wealth Advisors	Very High 100%	7	7	$17M
Haven Financial Solutions, Inc	Very High 86%	6	7	$2.1M
JM Lotshaw Consulting	Typical 14%	1	7	$1.1M
Long Run Investment Management, LLC	Low 0%	—	7	$1.7M
Revise	Very High 100%	7	7	$1.3M
SRC Capital Management	Low 0%	—	7	$200K
Andover Investment Management	Low 0%	—	6	$1M
Considerate Capital, LLC	Very High 67%	4	6	$1.5M
D/B/A Financial Awareness Institute	High 50%	3	6	$2.5M
Huckstep Asset Management, LLC	Low 0%	—	6	$45K
JDN Financial LLC	High 50%	3	6	$190K
Orbit Financial Planning and Investments	Low 0%	—	6	$460K
Pluto Wealth Management	Low 0%	—	6	$260K
Sound Financial Solutions, Inc.	High 33%	2	6	$0
SVN Capital, LLC	Very High 100%	6	6	$520K
TBG Investing	Low 0%	—	6	$570K
York Wealth Management, LLC	Low 0%	—	6	$44K
Aegis Wealth Partners, LLC	Low 0%	—	5	$190K
Castling Financial Planning, Ltd.	Low 0%	—	5	—
Echo Prudent Capital LLC	Very High 100%	5	5	$2.3M
Elite Focus Private Wealth, LLC	Low 0%	—	5	$3M
Gary Fabian and Associates Incorporated	Low 0%	—	5	$24K
Gray Colt Financial Planning LLC	Low 0%	—	5	$140K
Independent Investment Advisor, LLC	Typical 20%	1	5	$560K
North Pointe Financial Advisors, Inc	Low 0%	—	5	$480K
Pinnacle Peak Capital Management LLC	High 40%	2	5	$790K
Rockford Asset Management LLC	Low 0%	—	5	$230K
Aurea Investments LLC	Very High 100%	4	4	$75K
Financial Planning, Asset Management	Low 0%	—	4	$530K
Keybridge Capital	High 50%	2	4	$1.4M
Magna Vis Capital	Low 0%	—	4	$16K
Midwest Retirement Partners, LLC	Low 0%	—	4	$32K
Barnhart Investment Advisory	Very High 67%	2	3	$1.8M
Michael J.. Schussele, CPA	Low 0%	—	3	—

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