HNW client percentage for Independent firms serving clients in New York

Independent firms active in New York 746 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-39%

High 39%-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
DLB Wealth Advisors LLC	Low 12%	3	25	$790K
Fogel Neale Wealth Management, LLC	Low 4%	1	25	$220K
Iris Advisors	Very High 72%	18	25	$560K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Lime Rock Investment Management Company, Inc.	Low 0%	—	25	$360K
Merlin Asset Management	Very High 88%	22	25	$2M
Samuel & Associates Investment Management LP	Low 0%	—	25	$14K
SHFP, LLC	Very High 80%	20	25	$3.6M
Sound Trust Wealth Advisors, LLC	High 64%	16	25	$740K
Stone Ridge Advisors	High 44%	11	25	$1.4M
West Financial Planning	Low 0%	—	25	$190K
Cambridge Wealth Management, LLC	High 58%	15	26	$1.2M
Campos Financial	Low 0%	—	26	$190K
Educated Financial Planning	Low 0%	—	26	$250K
Flomartin Securities Corporation	Low 0%	—	26	$170K
JSSR Capital LLC	Low 0%	—	26	$130K
Main Street Wealth Management, LLC	Low 0%	—	26	$520K
RSD Advisors	High 58%	15	26	$3M
TS. Mitchell Financial, LLC.	Low 0%	—	26	$130K
Twelve Two Capital LLC	Low 0%	—	26	$250K
Ballaster Financial	High 63%	17	27	$810K
DTM Advisory Group LLC	Low 0%	—	27	$31K
Fintegrity	Very High 81%	22	27	$2.4M
Kaizen Wealth Management, LLC	High 70%	19	27	$2.5M
Myrmidon Private Capital	Typical 15%	4	27	$330K
O'Hara Wealth Management Inc	Low 0%	—	27	$240K
Stonehurst Management, LLC	High 67%	18	27	$830K
Voltz Asset Management Inc.	Typical 26%	7	27	$560K
Yorkville Capital Management LLC	Very High 100%	27	27	$410K
Zebra Crossing Asset Management LLC	High 44%	12	27	$970K
Cjs Securities Ia, Inc.	Low 0%	—	28	—
Coplanning Financial LLC	Typical 36%	10	28	$300K
Granite State Capital Management, LLC	High 46%	13	28	$310K
Lords Wealth	Low 14%	4	28	$0
Spring Street Wealth	High 54%	15	28	$940K
Triathlon Partners LLC	High 57%	16	28	$2.1M
Two Three Five	Typical 32%	9	28	$880K
Yields For You, LLC	Typical 21%	6	28	$560K
Canny Capital Management, LLC	Typical 28%	8	29	$160K
Cove Capital Management Inc.	High 52%	15	29	$780K
Green Musa Capital, LLC	Low 0%	—	29	$25K
Griffin Financial Services	Low 0%	—	29	$250K
Ivory Wealth Management Inc.	Low 0%	—	29	$300K
Lava Wealth Management, LLC	Typical 34%	10	29	$1.4M
Long Cast Advisers, LLC	Very High 72%	21	29	$380K
1230 Advisors, LLC	High 60%	18	30	$3.5M
Allegory Advisory	High 40%	12	30	$1.2M
Arbus Capital Management, LLC	High 63%	19	30	$3.1M
Ashbay Capital, LLC	Very High 87%	26	30	$4.3M
Aspen Financial, Inc.	Typical 20%	6	30	$580K
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Comprehensive Wealth Management Group, LLC	Low 0%	—	30	$0
Derryrush Wealth	High 40%	12	30	$800K
Genesis Capital Group LLC	Very High 100%	30	30	$750K
Kraemer Capital Management LLC	Low 3%	1	30	$69K
Wealth Compounders LLC	Low 10%	3	30	$340K
About Time Financial Planning	Typical 23%	7	31	$660K
Amadeus Wealth Alternatives, Inc.	High 58%	18	31	$3.3M
Awoye Capital, LLC	Low 0%	—	31	$69K
Fleurus Investment Advisory, LLC	High 42%	13	31	$1.5M
Flying Point Asset Management LLC	Very High 97%	30	31	$1.8M
Sterling Financial Planning	Low 0%	—	31	—
147th Group LLC	Very High 75%	24	32	$860K
Atherean Asset Management LLC	Typical 19%	6	32	$140K
Coastal Wealth Management	Very High 100%	32	32	$1.4M
Dorchester Advisors LLC	Very High 72%	23	32	$2.1M
Hudson Delaware Planning LLC	Low 0%	—	32	—
Janian Investment Advisers, LLC	High 63%	20	32	$840K
Kaysi Gordon Financial Planning	Low 0%	—	32	$310K
Mayflower Capital	Typical 16%	5	32	$450K
Prentice Investment Management, LLC	Very High 100%	32	32	$560K
School of Personal Finance	Typical 28%	9	32	$900K
Sloan Advisory Group, Inc.	High 66%	21	32	$2M
Zero Gravity Financial, LLC	Very High 75%	24	32	$1.2M
Luminary Financial Advisors, LLC	Typical 15%	5	33	$570K
Maidstone Wealth Management, LLC	High 45%	15	33	$830K
Nexus Capital, LLC	Low 9%	3	33	$380K
Powder Ridge Capital LP	Typical 30%	10	33	$320K
Salzman Financial Management LLC	Typical 27%	9	33	$1.3M
Arrival Capital Management LLC	High 53%	18	34	$1.2M
Carey, Patrick Joseph	Low 0%	—	34	$27K
Financial Advisory Network	Low 3%	1	34	$0
Kaspian Wealth Management	Very High 94%	32	34	$270K
Kaylin Dillon Financial Planning	Typical 24%	8	34	$430K
Wander Financial Services, LLC	High 47%	16	34	$1.3M
Calculated Financial Solutions, LLC	Low 0%	—	35	$280K
Divine Asset Management LLC	High 46%	16	35	$190K
Leslie Gale Advisors, LLC	Very High 100%	35	35	$2M
NextGen Wealth Counselors Limited Liability Company	Very High 83%	29	35	$3M
Northstar Financial Advisors LLC	Very High 77%	27	35	$1.7M
Sibir Investment Advisors	Low 0%	—	35	$180K
Triple Play Planning, LLC	Low 6%	2	35	$240K
Acacia Grove Wealth Management	Typical 22%	8	36	$930K
Meehan, Bernard	Typical 22%	8	36	$200K
Mohawk Capital Advisors, LLC	Typical 36%	13	36	$990K
Norman Kramer Investments, Inc.	Typical 31%	11	36	$1.1M
Paulo Financial Advisors, LLC	Typical 22%	8	36	$1.6M
Five Factor Capital Advisors	High 51%	19	37	$800K
Guide Wealth Management	High 43%	16	37	$1.1M
Mark E. Reich, CPA, CFP	Low 0%	—	37	—
MyFinancialPro, LLC	High 49%	18	37	$1.6M
Palm Capital Group LLC	Very High 100%	37	37	$2.1M
Roventini Financial Services, Inc	Low 0%	—	37	$270K
Unlimited Timing Service Inc	Low 0%	—	37	$160K
YGC Wealth	Low 0%	—	37	$410K
Memento Financial Planning	Typical 32%	12	38	$940K
Rora Wealth, Inc.	Typical 16%	6	38	$470K
Spano Advisory Services Inc.	Typical 29%	11	38	$1.1M
Bell Rock Asset Management LLC	Low 0%	—	39	$590K
Calidris Financial, LLC	High 54%	21	39	$1M
EUDAIMONIA Wealth	Typical 26%	10	39	$920K
Fenwick Investments, LLC	Low 10%	4	39	$340K
Gordon Oak Financial, LLC	Low 3%	1	39	$0
Hudson Capital Management Inc.	Low 0%	—	39	$440K
MJM Investment Advisors, Inc.	Low 0%	—	39	$910K
Shift Fynancial	Low 0%	—	39	$85K
Stewardship Financial Planning	High 67%	26	39	$1.7M
Bryant Group Advisors	Low 0%	—	40	$75K
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Kai Advisors	Very High 85%	34	40	$1.7M
Monterey Associates Financial Planning & Education	Low 13%	5	40	—
Sterling Range Financial Management, LLC	Very High 80%	32	40	$2.4M
Tucker Wealth Advisory	Low 0%	—	40	—
Wilson Advisors, LLC	Very High 88%	35	40	$0
Windfall Advisors, LLC	Very High 85%	34	40	$1M
Buff Your Finances	Low 5%	2	41	$240K
Financial Planning Analysts, LLC	Very High 88%	36	41	$510K
LN Capital Management LLC	Typical 15%	6	41	$230K
LVS Advisory LLC	Low 0%	—	41	$540K
Northmont Wealth Management LLC	Typical 29%	12	41	$560K
Rockhouse Capital, LLC	High 56%	23	41	$150K
Future Perfect Planning, LLC	Low 0%	—	42	$1.1M
Lamb Retirement Solutions LLC	Low 0%	—	42	$73K
McNeill Capital, LLC	Very High 100%	42	42	$970K
O'Haver Wealth Management, LLC	Low 7%	3	42	$71K
SAR Services, Inc.	Low 0%	—	42	$130K
TLP Financial Services, Inc.	Typical 29%	12	42	$890K
Wealth with Wisdom Advisors, Inc.	Low 0%	—	42	—
Benkei Asset Management	Very High 91%	39	43	$510K
Cypress Praxis, LLC	Very High 74%	32	43	$2.2M
Double Eagle Partners, LLC	Typical 30%	13	43	$760K
Lifelong Wealth Strategies, LLC	Low 0%	—	43	$280K
Magellan Financial Solutions LLC	High 49%	21	43	$900K
O'Brien Capital Management, Inc.	Typical 35%	15	43	$940K
Fiduciary First Advising, LLC	Typical 18%	8	44	$450K
Infinity Financial Strategies, LLC	Typical 34%	15	44	$830K
Mission Park Capital, LLC	Low 14%	6	44	$190K
Chilmark Wealth Management LLC	Low 13%	6	45	$2M
Chisholm Financial Planning & Investments	High 44%	20	45	$960K
DDO Advisory Services, LLC	Typical 20%	9	45	$590K
Four Corners Financial	High 64%	29	45	$2.2M
Grant Asset Management, LLC	Low 0%	—	45	$230K
HF Advisory Services, LLC	Typical 38%	17	45	$460K
Markiz Wealth Management	Very High 73%	33	45	$2.3M
Martone Capital Management, Inc.	Typical 16%	7	45	$520K
Pledge Capital LLC	Very High 93%	42	45	$240K
Sauberan & Company, LLC	Low 0%	—	45	$130K
The Profolio Group, LLC	Low 0%	—	45	$180K
Yaish Financial	Low 9%	4	45	$320K
Colsara National Wealth Management LLC	Typical 22%	10	46	$560K
M.A. Whelan Financial Planning	High 63%	29	46	$1.7M
Roche Financial Partners LLC	Typical 35%	16	46	$1.6M
Center Stage Planning LLC	Low 2%	1	47	$190K
Core Capital Management, LLC	Typical 26%	12	47	$870K
Dowd Financial Planning	Low 0%	—	47	—
Piano Wealth Management	High 55%	26	47	$530K
S Conway Consulting, LLC	Typical 23%	11	47	$340K
Ultimate Retirement Products, Inc.	High 64%	30	47	$1M
West Pine 43 LLC	High 68%	32	47	$480K
Abramson Financial Planning, LLC	Low 0%	—	48	—
Blair Hall Advisors, LLC	Very High 90%	43	48	$2.9M
Crystal Brook Advisors	Low 0%	—	48	$380K
Forever Financial Advisors, LLC	High 56%	27	48	$1.5M
JTM Wealth Management, Inc.	Typical 29%	14	48	$520K
Olson, Cross & Alamo Advisors LLC	Very High 73%	35	48	$1.6M
WealthUnite Advisors, LLC	Very High 75%	36	48	$1.3M
Earn Into Wealth Strategies	Typical 18%	9	49	$700K
Khelp Financial LLC	High 47%	23	49	$0
Mountain Creek Capital, LLC	Low 14%	7	49	$460K
Parlin Advisors LLC	High 41%	20	49	$1.1M
Pope Wealth Planning, LLC	High 65%	32	49	$930K
Primetime Wealth Management	High 39%	19	49	$370K
Saratoga Investment Solutions Inc.	High 45%	22	49	$790K
The Valente Group LLC	Low 8%	4	49	$390K
Blacksmith Advisors LLC	Typical 16%	8	50	$170K
Gallatin & Company, LLC	High 52%	26	50	$1.9M
Huguenot Financial Planning	Low 0%	—	50	—
JBGLOBAL.COM LLC	Very High 84%	42	50	$2.4M
Landau Advisory LLC	Low 0%	—	50	—
Peak Wealth Management	Low 0%	—	50	$780K
P-Squared Capital Management	High 62%	31	50	$1.9M
Wealthlet	Low 0%	—	50	—
Gerhardt Clemans Wealth Management, Inc.	Low 0%	—	51	$61K
Larrea Wealth Management	High 39%	20	51	$310K
Lehmann, Livian, Fridson Advisors, LLC	Very High 100%	51	51	$1.6M
Summer Creek Wealth Management, LLC	Very High 76%	39	51	$1M
Abe Capital Management, LLC	High 69%	36	52	$1.6M
Fiduciary Management Group, LLC	Typical 29%	15	52	$1.4M
Halyard Financial, LLC	Typical 19%	10	52	$630K
Karagosian Financial Services, Inc	Typical 23%	12	52	$510K
Millenia Financial Partners, LLC	High 63%	33	52	$2.4M
New Amsterdam Wealth Planning	High 54%	28	52	$1.3M
Hammer Asset Management, LLC	Typical 38%	20	53	$360K
Pragmatic Advisors, LLC	Low 0%	—	53	$100K
Bill Losey Retirement Solutions, LLC	Typical 20%	11	54	$730K
Choice Asset Management LLC	High 65%	35	54	$790K
Downtown Investment Advisory	High 65%	35	54	$2.2M
Frontsight Wealth Advisors, LLC	Typical 20%	11	54	$680K
GVS Financial Group, Inc.	High 57%	31	54	$2.1M
Integritt Wealth Management, LLC	Typical 35%	19	54	$1.2M
Lakewealth Capital, LLC.	Typical 22%	12	54	$94K
Long Game Financial, LLC	High 56%	30	54	$880K
Riverside Capital Wealth LLC	Low 0%	—	54	$78K
Traver Financial Consulting Network PA	High 48%	26	54	$1.6M
Cambridge Advisors, LLC	High 42%	23	55	$740K
Flow Financial Planning, L.L.C.	High 40%	22	55	$1.7M
Highland Wealth Advisory LLC	Low 0%	—	55	$0
Prolific Solutions	Very High 75%	41	55	$1.6M
Spring Delta Asset Management, LLC	Typical 25%	14	55	$270K
Twin Tiers Consulting, LLC	Typical 15%	8	55	$440K
Loretta Nolan Associates, LLC	High 71%	40	56	$2.4M
Method Finance, LLC	Typical 36%	20	56	$980K
Mountain View Wealth Management LLC	Typical 21%	12	56	$970K
Abaya Wealth Management LLC	Typical 18%	10	57	$400K
Capable Wealth, LLC	Low 14%	8	57	$370K
Constantine Barry Asset Management (CBAM)	Very High 74%	42	57	$2M
Sarsi, LLC	High 51%	29	57	$810K
Walker Capital Advisors	Low 0%	—	57	$220K
Davis Capital Advisors, LLC	High 45%	26	58	$770K
Luskin Financial Planning	Very High 100%	58	58	$0
Peck Wealth Management, LLC	Very High 81%	47	58	$2.7M
Registered Investment Advisors, LLC	Very High 81%	47	58	$680K
Fama Fiduciary Wealth LLC	High 69%	41	59	$1.7M
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
Myra Wealth	High 54%	32	59	$1.1M
Polero Ice Advisers	High 63%	37	59	$1.8M
Vetter Planning	Typical 31%	18	59	$700K
Wealth Strategies & Solutions, Ltd.	Low 5%	3	59	$280K
Heintz Wealth Management, LLC	Typical 35%	21	60	$1.3M
Julius Wealth Advisors, LLC	Typical 37%	22	60	$840K
Kronos Wealth Management	Low 10%	6	60	$450K
Sirmium Capital, LLC	Low 0%	—	60	$110K
TPK Advisors LLC	Low 13%	8	60	$400K
Yoshida Wealth Management, Inc.	Low 0%	—	60	$280K
CST Financial Advisory LLC	Typical 33%	20	61	$400K
Sebetic Advisors, LLC	High 57%	35	61	$1.5M
The Eastrade Asset Management Corporation	High 59%	36	61	$490K
East End Wealth Management	Typical 15%	9	62	$290K
Highball Advisors	Low 0%	—	62	$1.2M
Exhale Wealth	Typical 32%	20	63	$980K
Nottinghill Capital Management Inc.	Low 0%	—	63	$230K
Silver Anchor Financial, LLC	Typical 22%	14	63	$400K
AFL Advisory Group LLC	Low 14%	9	64	$490K
Constellation Asset Management, Inc.	Typical 34%	22	64	$1.2M
Durkin Investment Group, LLC.	Typical 25%	16	64	$1.1M
Eagle Grove Advisors LLC	Typical 19%	12	64	$720K
Katam Hill LLC	High 50%	32	64	$640K
MACE Capital Management, LLC	Typical 17%	11	64	$1.3M
Weisberg Financial Services	Low 0%	—	64	$230K
Aries Investment Advisors, LLC	Low 8%	5	65	$340K
Brazen Capital, LLC	Low 0%	—	65	$95K
Marathon Wealth Management, Inc.	High 62%	40	65	$2.3M
Thames Asset Management, Inc	Low 11%	7	65	$620K
Watchstone Wealth Management LLC	High 51%	33	65	$1M
Kay Investments, Inc.	Typical 30%	20	66	$920K
KJ Capital Management LLC	High 68%	45	66	$1.6M
Metis Asset Management Advisory, LLC	High 59%	39	66	$250K
R. Seeger Wealth Management, Ltd	High 45%	30	66	$1.1M
Glenn Asset Management	Low 0%	—	67	$54K
Greythorne Advisors LLC	Low 0%	—	67	$390K
Selah Wealth Advisors	Low 0%	—	67	$140K
Steven Ayers & Company	High 42%	28	67	$1.3M
The Raffin Group LLC	Typical 33%	22	67	$400K
Bob Holbrook Holdings LLC	Low 3%	2	68	$150K
New Wave Financial Services	Very High 72%	50	69	$1.8M
Farrauto Wealth Management, Inc	High 59%	41	70	$440K
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
SIP Financial Services	Typical 17%	12	70	$390K
Westchester Wealth Management	Low 14%	10	70	$140K
Murray Street Capital Advisors, LLC	Typical 17%	12	71	$690K
Pochop Financial Management, Inc.	Low 0%	—	71	$520K
Daniel Goldstein, CFP	Low 0%	—	72	$700K
Barbara J. Bouchey Asset Management, Inc.	Typical 19%	14	73	$670K
Stockade Wealth Management	Typical 16%	12	74	$240K
Tringle Jr., John R.	Low 8%	6	74	$180K
Wax Asset Management LLC	Very High 78%	58	74	$2.4M
Cannistra Financial Advisors Inc.	High 48%	36	75	$720K
Conklin Shure Financial	Low 0%	—	75	—
Legado Wealth Management LLC	High 61%	46	75	$680K
Your Financial Advocate, LLC	Typical 37%	28	75	$1M
Apprise Wealth Management LLC	High 66%	50	76	$1.4M
I-Squared Wealth Management, Inc.	High 59%	45	76	$830K
Ithaca Wealth Management	Low 0%	—	76	$280K
Recker Financial LLC	Low 3%	2	76	$250K
Julien Planning, LLC	Low 9%	7	77	$480K
NGC Financial, LLC	Low 0%	—	78	$730K
Barrett Wealth Management	Low 13%	10	79	$270K
Delphi Wealth Partners	High 41%	32	79	$650K
Hilpan Moxie Wealth Management, LLC	High 41%	33	80	$1.2M
Weigelfam	High 63%	50	80	$770K
Clarity Advisors	Low 0%	—	81	$110K
Conway Partners	Very High 86%	70	81	$1.8M
Eagle Tax Planning & Advisory Group.LLC	Low 0%	—	81	$86K
Focus Planning Group	Low 9%	7	82	$510K
Reale Managed Assets, Inc.	Low 5%	4	83	$280K
Southland Investments	Low 2%	2	83	$300K
The Hourly Advisor LLC	Low 0%	—	83	—
Fox Financial Services, Inc.	Typical 37%	31	84	$1.3M
Majestic Oak Financial, LLC	Low 10%	8	84	$610K
N Financial Plans	Typical 18%	15	84	$550K
Cash Flow Investment Services LLC	Typical 28%	24	86	$1.1M
Aspetuck Financial Management LLC	Typical 38%	33	87	$1.8M
Boerum Hill Financial Advisors LLC	Low 8%	7	87	$530K
Integrated Financial Consulting, LLC	High 46%	40	87	$1.6M
MDRN Wealth	Typical 23%	20	87	$830K
WallStreeti.com	Very High 100%	87	87	$1.2M
Amazz Investment Management, Inc.	High 56%	49	88	$740K
Komich Capital Advisors	Low 11%	10	88	$250K
Runnymede Capital Management Inc	High 44%	39	88	$890K
Bullseye Investment Group	Very High 94%	84	89	$630K
Heal Financial LLC	Low 0%	—	89	$220K
Sanskar Advisors, Inc.	Typical 16%	14	89	$540K
BIGGIN, INC.	Typical 29%	26	90	$910K
Clarity Investments + Planning LLC	High 47%	42	90	$1.6M
hgTurner Associates LLC	Low 2%	2	90	$150K
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
WealthPro, LLC	Low 0%	—	92	$540K
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Dark Horse Wealth LLC	Low 11%	10	94	$380K
AQS Management, LLC	Low 0%	—	95	$260K
Iron Path Wealth Management, Inc.	High 47%	45	95	$610K
Lewis Weil Co.	Low 0%	—	98	$63K
Safran Wealth Advisors, LLC	High 48%	47	98	$1.4M
Sound & Secure Advisors LLC	Low 7%	7	98	$420K
MJB Asset Management LLC	Typical 38%	38	99	$1.2M
Capital Designs	Low 0%	—	100	—
Hayden Capital	Very High 85%	85	100	$320K
Stkeros Financial Planning, LLC	Typical 30%	30	100	$0
Client Priority Financial Advisors LLC	Very High 86%	89	103	$0
Leo Wealth Management, LLC	Low 10%	10	103	$320K
Adirondack Retirement Strategies	Low 8%	8	105	$180K
Treesa Financial Planning, LLC	Low 0%	—	106	—
Scipione Wealth Advisors, Inc.	Low 8%	9	107	$360K
Anglia Advisors	Low 9%	10	110	$350K
Rock Ridge Wealth LLC	Low 0%	—	110	$170K
Tapparo Capital Management	Typical 28%	32	113	$820K
Liberty Wealth Managers	Typical 21%	24	114	$530K
All-Pro Advisors LLC	Typical 35%	41	116	$470K
Taos Investment Advisors, LLC	High 59%	68	116	$680K
Hudson View Advisors, LLC	Low 10%	12	117	$500K
Retired Capital LLC	Very High 100%	117	117	$59K
Haven Capital Group	High 69%	82	118	$1.2M
Universe, Inc.	Low 13%	15	119	$210K
Ibis Capital Management, LLC	Low 10%	12	120	$310K
Finmas Capital LLC	Low 1%	1	121	$29K
TruNorth Financial LLC	Low 7%	9	123	$320K
ABC Wealth Inc	Low 4%	5	125	$220K
Zidel Financial Inc.	Typical 34%	44	128	$1.2M
Mountain Pass Planning	Typical 26%	34	129	$570K
Capital Benchmark Partners, LLC	Low 14%	18	130	$400K
The WealthPlan LLC	Typical 28%	37	132	$660K
Avanti Wealth Management	Low 0%	—	136	$550K
Genesis Asset Management Group, Inc.	High 66%	90	136	$640K
Domo Capital Management, LLC	Typical 33%	45	137	$180K
Green Financial Management, LLC	Typical 24%	33	137	$400K
Amidon & Petersen Financials, LLC	Low 14%	19	139	$280K
Nine30 Advisors LLC	Low 0%	—	140	$4.7K
Solebury Asset Management LLC	Low 9%	13	142	$520K
J. Mandwelle Capital Management	Typical 22%	32	143	$420K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Clear View Wealth Advisors	Low 0%	—	144	$180K
Occam Capital Management, LLC	Low 6%	9	147	$460K
Rochester Investments	Typical 16%	24	147	$470K
Waterstone Wealth Advisors, LLC	Typical 34%	51	148	$1.1M
Leslie Marie Giordano	Low 4%	6	150	$300K
Gilbert Financial, LLC	High 55%	84	152	$720K
Mountain View Strategic Wealth, LLC	Low 11%	17	157	$400K
T.M. Murphy Investment Management, Inc.	High 41%	65	159	$230K
Intrepid Wealth Partners, LLC	Low 14%	23	160	$320K
MD Wealth Advisors Inc	High 50%	81	163	$560K
Blue Water Financial Investor Coaching, LLC	Low 8%	14	170	$380K
Hudson Companies	Typical 16%	28	172	$280K
Anthony J. Orlando Inc.	Low 14%	24	173	$430K
Financial Solutions Associates	Typical 37%	65	174	$880K
Financial Answers, LLC	Typical 27%	48	176	$0
My Financial Planner, LLC	Low 0%	—	180	—
Summer Fields Investments, LLC	Typical 18%	34	186	$160K
Walnut Investment Services LLC	Low 9%	18	193	$470K
Peconic Asset Planning	Low 7%	15	203	$300K
McGrath WealthCare, LLC	Low 14%	30	212	$0
Advisor Financial Services, Inc.	Typical 17%	38	220	$280K
Financial Freedom Capital Management	Low 9%	20	234	$220K
The Hajdari Group, LLC	Typical 20%	48	241	$540K
Fortune Advisory Services	Low 0%	—	243	$14K
GPS Financial, LLC	Low 5%	14	263	$290K
Lightedway Advisory Services, Inc.	Very High 75%	200	267	$420K
DPCM	Typical 19%	50	270	$290K
Invictus Timing Service Ltd	Low 12%	33	286	$360K
East Guilford Financial Services LLC	Typical 18%	53	301	$640K
Equinox Financial Advisors, Inc.	Low 12%	37	310	$340K
Ever Green Wealth Management, LLC	Low 3%	12	363	$220K
New Street Advisors Group LLC	Low 0%	—	510	$30K
LendingRobot	Low 0%	—	609	$18K

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