HNW client percentage for Independent firms serving clients in Ohio

Independent firms active in Ohio 364 firms

Very Low 0%-0%

Low 0%-8%

Typical 8%-24%

High 24%-47%

Very High 47%-89%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Alaminos Wealth Planning	—	—	—	—
ALC Investment Advisory Services, LLC	—	—	—	—
Arch City Financial	—	—	—	—
Arven Wealth Management LLC	—	—	—	—
Aspire Capital Management, LLC	—	—	—	—
Athyra Financial Partners	—	—	—	—
Belay Finance	—	—	—	—
Belser Pinnacle Financial Advisors, LLC	—	—	—	—
Bliss Financial Consulting	—	—	—	—
Bricker Financial	—	—	—	—
Chagrin Valley Legacy Advisors, LLC	—	—	—	—
Chapters to Wealth	—	—	—	—
Clark Soeten	—	—	—	—
Cloudsplitter Financial Planning, LLC	—	—	—	—
Cochran Wealth Management LLC	—	—	—	—
Communitas Financial Planning PBC	—	—	—	—
Compass Planning, LLC	—	—	—	—
Cullen Investment Group	—	—	—	—
Davis-Ross Investment Advisers, LLC	—	—	—	—
Davis Wealth Management, LLC	—	—	—	—
DCA Investment Advisory, LLC	—	—	—	—
Devtara Financial	—	—	—	—
DFFA, LLC	—	—	—	—
Everlution Capital LLC	—	—	—	—
FirstTen Financial	—	—	—	—
FP Investment	—	—	—	—
Grenadilla Advisory LLC	—	—	—	—
HD Pinnacle Advisors, Ltd.	—	—	—	—
Innerworks Wealth Management	—	—	—	—
Jacobsma Financial	—	—	—	—
James Ruthsatz Pinnacle Advisors LLC	—	—	—	—
JFJ Advisory Services LLC	—	—	—	—
Jhanti Financial	—	—	—	—
Jovan, Ltd.	—	—	—	—
Juarez, Andreas	—	—	—	—
Kee Huchok Wealth Management LLC	—	—	—	—
Kelda Wealth Management LLC	—	—	—	—
Kith & Kin Wealth	—	—	—	—
Lachance Wealth Partners	—	—	—	—
Legacy Finance Group LLC	—	—	—	—
Michael G. Miller & Associates, L.L.C.	—	—	—	—
Milestones Financial	—	—	—	—
Moment Financial Planning	—	—	—	—
Moore Money Solutions	—	—	—	—
Mount Vernon Financial	—	—	—	—
O2 Investments LLC	—	—	—	—
O'Brien Strategic Wealth	—	—	—	—
Purpose1st Financial	—	—	—	—
Queen City Wealth	—	—	—	—
Radiant Wealth Advisory, LLC	—	—	—	—
R&B Financial Consultants	—	—	—	—
Retirement Planning Group, LLC	—	—	—	—
Ridge and Republic Financial	—	—	—	—
Ripple Effect Investment Strategies, LLC	—	—	—	—
R & M Consultants, Ltd.	—	—	—	—
RMH Advisors, LLC	—	—	—	—
Rodgers Capital Management, LLC	—	—	—	—
Rovia Tree Financial LLC	—	—	—	—
Sapphire Wealth	—	—	—	—
Selhorst Services Inc.	—	—	—	—
Shealy / Pinnacle Advisors, Ltd.	—	—	—	—
Spicer Wealth Management	—	—	—	—
Spring Ocean Capital LLC	—	—	—	—
Stillpoint Capital	—	—	—	—
Sullivan Pinnacle Advisors, Ltd.	—	—	—	—
The Investment Engineer	—	—	—	—
Thomas Nyitray, Sole Proprietor	—	—	—	—
Thunderbird Financial Coaching	—	—	—	—
Titan Wealth Management	—	—	—	—
TMT Investment Adviser	—	—	—	—
Trajectory Financial Planning	—	—	—	—
Veritas Capital	—	—	—	—
WS Wealth Management, LLC	—	—	—	—
Candela Financial	Low 0%	—	1	$21K
Financial Legacy Builders	Low 0%	—	1	$0
Taub Investment Planning Services LLC	Low 0%	—	1	$270K
Vital Signs Financial Services LLC	Low 0%	—	1	—
Echo Financial Advisors, LLC	Low 0%	—	2	$12K
Firefly Wealth Management	Low 0%	—	2	$33K
Grail Capital LLC	Very High 100%	2	2	$1.5M
Hyvorian Financial	Low 0%	—	2	$70K
J1 Capital LLC	Very High 100%	2	2	$4.8M
Ogden Asset Management, LLC	Low 0%	—	2	$1.9M
Priad Investment Advisers, L.L.C.	Very High 100%	2	2	$2.2M
Roud Financial Services, LLC	Low 0%	—	2	$940K
Silverleaf Investment Group, LLC	Very High 100%	2	2	$17M
Strategic International	Low 0%	—	2	$88K
Valiance Group	Very High 100%	2	2	$1.2M
Dorsey Groomes Wealth Management	Low 0%	—	3	$370K
Hindman Financial, LLC	Low 0%	—	3	—
Lifetime Financial Advisors LLC	Low 0%	—	3	$4.8M
Omega Capital Management LLC	Very High 100%	3	3	$1.3M
Poling Capital Management, LLC	Low 0%	—	3	$760K
Reaching Upward Financial Solutions LLC	High 33%	1	3	$100K
Central Point Wealth Management LLC	Low 0%	—	4	$310K
Family Wealth Counselors, LLC.	Low 0%	—	4	—
UIS Investment Management LLC	Low 0%	—	4	$0
Wealth Pinnacle, Inc.	Very High 75%	3	4	$990K
C.N.M. Management, LLC	Very High 100%	5	5	$1M
Harvest Money \| Invest Your Faith	Low 0%	—	5	$650K
Lifetime Financial Planning Solutions, LLC	Low 0%	—	5	$0
Nuts2invest.com, LLC	Low 0%	—	5	—
A Schaffer Advisor Services	Low 0%	—	6	$380K
JDN Financial LLC	Very High 50%	3	6	$190K
Kurfees Capital Management, LLC	Very High 100%	6	6	$1.4M
Oberdorfer Financial	Typical 17%	1	6	$790K
Pay It Forward Financial Planning, LLC	Very High 83%	5	6	$2.6M
POULOS, Ernest, D.	Low 0%	—	6	$860K
Atlas Wealth Management	Low 0%	—	7	$480K
Gartner Financial Advisors	Very High 100%	7	7	$2.8M
Goodrich Asset Management LLC	Typical 14%	1	7	$440K
Marin Financial Group	High 43%	3	7	$690K
Orend Investment Management, Inc.	Low 0%	—	7	$340K
Philipp Capital Advisors	Very High 57%	4	7	$2M
Precision Vector Financial	Low 0%	—	7	$81K
Dye Family Office	High 38%	3	8	$4M
Hannegan Wealth Management, LLC	Low 0%	—	8	$220K
Harman Investment Advisors	Low 0%	—	8	$370K
Herrington Investment Solutions	Very High 75%	6	8	$700K
Lively Financial LLC	Low 0%	—	8	$180K
Masdevallia LLC	Low 0%	—	8	$410K
Newgrange Asset Management LLC	Very High 100%	8	8	$2.9M
Saunix Investment Management, LLC	Very High 88%	7	8	$1.4M
Solido Financial LLC	Very High 75%	6	8	$2.4M
Southworth Investment Management, LLC	High 38%	3	8	$4M
International Management Advisors Ltd.	Very High 100%	9	9	$12M
Leither's Financial Planning, Inc.	Very High 100%	9	9	—
Organic Wealth, LLC	High 33%	3	9	$720K
Stepping Stone Advisors, LLC	Typical 22%	2	9	$60K
Blue Chip Financial Advisors, Inc.	Low 0%	—	10	$100K
FO Investments, LLC	Very High 100%	10	10	$2.8M
KNA Capital	Low 0%	—	10	$310K
Shawnee Investments & Planning	Typical 10%	1	10	$120K
Southward Financial Services, LLC	Low 0%	—	10	$950K
Westlake Advisors	Low 0%	—	10	—
Wrought Iron Financial LLC	Low 0%	—	10	$100K
Chiarezza Capital Management, LLC	Low 0%	—	11	$250K
Linden Ash Capital	Low 0%	—	11	$1.3M
Square Peg Financial Advisory Services, LLC	Low 0%	—	11	$120K
Unrivaled Wealth Management	Very High 55%	6	11	$1.1M
Virgil Wealth Advisory	Low 0%	—	11	$110K
WRK Investments, LLC	High 45%	5	11	$880K
Elk Capital Advisors, LLC	Low 0%	—	12	$230K
Herrick Portfolio Management Co.	Low 0%	—	12	$44K
Ville Wealth Management	Typical 17%	2	12	$930K
WealthGuides LLC	Typical 8%	1	12	$370K
Apricity Financial Planning	Typical 8%	1	13	$110K
Blue Advisors	High 46%	6	13	$1.3M
Cincinnati Wealth Management, Inc.	High 46%	6	13	$1.2M
Glass City Capital Management, LLC	Low 0%	—	13	$460K
Mandel Financial Services	Very High 62%	8	13	$2.2M
MFH Investments Inc.	High 31%	4	13	$2.3M
Ronald J. Rich Financial Advising	Typical 8%	1	13	$750K
Russo Investment Management	Very High 69%	9	13	$1.3M
Triangulated Capital Management, LLC	Low 0%	—	13	$310K
Winner Wealth Management	Low 0%	—	13	$650K
Wisdom Investment Strategies, LLC	Very High 77%	10	13	$1.1M
Anchor Wealth Advisor	Very High 79%	11	14	$1.7M
Argo Wealth Management	Low 0%	—	14	$410K
Budak Financial Group, LLC	Low 0%	—	14	$90K
Chrys Financial Planning, LLC	High 36%	5	14	$1M
Crawford Wealth Management	Very High 71%	10	14	$3.8M
NextGen Wealth Defense LLC	High 36%	5	14	$420K
Taylor Financial Management Inc	Very High 57%	8	14	$3.3M
WelsPire LLC	Very High 64%	9	14	$1.9M
Affinity Financial LLC	Low 0%	—	15	$140K
ConservativeMoney LLC	High 27%	4	15	$610K
Damian Capital Management, LLC	Low 0%	—	15	$39K
Emerald Investments, Inc.	Very High 47%	7	15	$350K
Quillpen Advisors, LLC	Very High 53%	8	16	$1.2M
Spencer Hawkins Investment Adviser, LLC	Low 0%	—	15	$210K
Whitestone Capital Management, Inc.	Low 0%	—	15	$410K
Finance 180	Typical 13%	2	16	$100K
Flegal Financial Planning	Very High 50%	8	16	$900K
Fortress Financial Partners	Low 0%	—	16	$440K
MEV Value LLC	High 31%	5	16	$760K
MSM Financial, LLC	High 44%	7	16	$900K
Intera Financial Planners LLC	Very High 47%	8	17	$1.4M
Strait Direction Wealth Management	Low 0%	—	17	$130K
Zenith Investments	Low 0%	—	17	$860K
Bellwether Investment Services LLC	Low 0%	—	18	$150K
FinancialFamilies	Low 0%	—	18	—
KIPI Financial Planning LLC	Typical 17%	3	18	$310K
Reinhart Asset Management LLC	Low 0%	—	18	$160K
Robert J Young	Low 0%	—	18	$79K
SecuraWealth	Low 0%	—	18	$1.2M
Shipwright Advisors	Typical 11%	2	18	$120K
SSB Managed Wealth, LLC	High 44%	8	18	$2M
GJW Investment Adviser LLC	Low 5%	1	19	$280K
Masterson Investment Counsel	Very High 100%	19	19	$260K
Providence Financial Services, LLC	High 32%	6	19	$660K
D.A. Schwenker & Assoc.'s, Inc.	Low 0%	—	20	$150K
Fein Advisors	Very High 50%	10	20	$0
Partners Investment Services, Inc	Low 0%	—	20	—
Porter Wealth Management, LLC	Very High 65%	13	20	$580K
QCFO, LLC	Very High 85%	17	20	$1M
Roscoe Financial	Typical 20%	4	20	$570K
Tranquil Path Financial Planning	High 30%	6	20	$1M
DBA, Cornerstone Investment Counsel	High 24%	5	21	$240K
Lindisfarne Investments, LLC	Low 0%	—	21	$76K
Phase Line Financial	Typical 19%	4	21	$350K
RR Portfolios, LLC	Very High 67%	14	21	$1.5M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Thomas & Company LLC	Very High 71%	15	21	$3.9M
Vaughan Investment Advisors, LLC	Typical 14%	3	21	$670K
Entrypoint Wealth Management	High 32%	7	22	$790K
Sterling Financial Group LLC	Low 0%	—	22	—
Elevated Finance	Low 0%	—	23	$69K
Hawk100	High 39%	9	23	$600K
Landphair Wealth Management LLC	Typical 17%	4	23	$550K
Pennant Wealth Management LLC	Low 4%	1	23	$140K
Bellaire Capital Management, LLC	Very High 58%	14	24	$640K
Coletta Capital, LLC	Typical 8%	2	24	$290K
Investment Initiatives, LLC	High 33%	8	24	$550K
Kelly Financial Planning, LLC	Low 0%	—	24	—
Heath Capital Management, Inc.	Low 0%	—	25	$1.5M
Intelligent Capital Management LLC	Low 0%	—	25	$220K
Legacy Financial Advisors, LLC	Low 0%	—	25	—
NEO Investment Counsel, LLC	Very High 60%	15	25	$2.9M
Victory Financial Services LLC	High 24%	6	25	$550K
Zimmer Financial Planning	Very High 100%	25	25	—
Cognition Financial LLC	Typical 12%	3	26	$290K
Fortifi Capital, LLC	Low 0%	—	26	$180K
Jim Earl Financial	Low 0%	—	26	$39K
Dean Financial Advisory, LLC	Very High 48%	13	27	$1.4M
Family Life Financial Planning	Low 0%	—	27	$210K
Palmetto Wealth Management, LLC	High 33%	9	27	$1.2M
Right Investment Team LLC	Typical 15%	4	27	$380K
Oncenter Financial Advisors LLC	High 46%	13	28	$1.9M
Spillane Financial Planning, Inc.	Very High 75%	21	28	$1.3M
The Freedom Experience, Inc.	Very High 100%	28	28	$730K
Clarion River Adventures, LLC	Low 0%	—	29	$450K
Wealthought LLC	High 28%	8	29	$780K
Western Reserve Wealth Management LLC	High 38%	11	29	$1.4M
Zak Advisory, LLC	Low 0%	—	29	$210K
Truly Prosper Financial Planning LLC	Very High 80%	24	30	$2.4M
Moy Investment Management, LLC	Very High 52%	16	31	$2.6M
Oak Park Wealth Management LLC	High 34%	11	32	$1.5M
Greene Wealth Management LLC	Typical 21%	7	33	$280K
JR Mesenburg and Associates, LLC	Very High 94%	31	33	$3.6M
Personal Wealth Management Advisors, Inc.	Typical 15%	5	33	$580K
Summit Investments and Financial Planning	Low 0%	—	33	$310K
Stage Ready Financial Planning	High 41%	14	34	$850K
T Green Wealth Advisors LLC	Low 0%	—	34	$82K
Anfield Wealth Management	Low 0%	—	35	$500K
Beechwood Capital Management, Inc.	Low 0%	—	35	$360K
Doncaster Wealth LLC	Very High 54%	19	35	$310K
Heyman Investment Counseling LLC	Very High 74%	26	35	$3M
Impassioned Wealth Management Ltd	High 26%	9	35	$520K
Pearson Asset Management Company	Low 0%	—	35	$160K
Prelude Financial	High 42%	15	36	$930K
Forward Thinking Wealth Management	Very High 73%	27	37	$1.2M
Fusion Planning LLC	Typical 8%	3	37	$75K
Hoffman Investment Services, LLC	Very High 84%	31	37	$1.1M
Quiet Wealth Management	Low 0%	—	37	$1.9M
Sapphire Fiduciary Advisors, LLC	High 27%	10	37	$700K
True North Financial Advisors, LLC	Very High 49%	18	37	$1.4M
University Wealth Advisors LLC	Typical 13%	5	38	$690K
Belden Financial, LLC	Typical 21%	8	39	$560K
Emmaus Investor Services Corp.	Low 0%	—	39	$270K
Alda Advisors, Inc.	Low 0%	—	40	$0
Donald Felty, LLC	Typical 8%	3	40	$270K
Gant Investment Advisors, Inc.	Low 0%	—	40	$44K
Kollar Wealth Advisors, LLC	Low 5%	2	40	$310K
Bigby Financial Planning, LLC	High 29%	12	41	$460K
Deem Asset Management	High 34%	14	41	$280K
M. Thomas Capital Management	Low 0%	—	41	$200K
Omkara Capital LLC	High 37%	15	41	$980K
W.M. Baker Investments LLC	Low 0%	—	41	$110K
Your Wealth Financial Solutions, LLC	Low 2%	1	41	$260K
FESTOG Capital, LLC	High 24%	10	42	$620K
Hughes Financial Group, LLC	High 40%	17	42	$540K
Living Room Wealth Management	Very High 52%	22	42	$1.6M
Vermillion Private Wealth	Typical 14%	6	42	$320K
Wilson & Browning, Inc.	Low 5%	2	42	$440K
Kyleshill Financial Planning	Very High 70%	30	43	$2.2M
Balser Wealth Management, LLC	Very High 50%	22	44	$340K
Kisin Wealth Management LLC	Low 0%	—	44	$120K
Dunphy Wealth Management, Inc.	Very High 49%	20	46	$300K
F2 Wealth	Very High 51%	23	45	$450K
Fiducia Wealth Management	Typical 11%	5	45	$800K
Lampe Financial Group LLC	Very High 47%	21	45	$1.2M
E2 Financial Services, LLC	Low 0%	—	46	$180K
Priority Investment Management LLC	Low 0%	—	46	$160K
Roche Financial Partners LLC	High 35%	16	46	$1.6M
Saga Partners LLC	Very High 80%	37	46	$450K
Hygge Advisors, LLC	Typical 9%	4	47	$500K
Peak Financial Partners, LLC	Typical 13%	6	47	$330K
Greenrock Advisory LLC	Low 0%	—	48	$1M
Fractal Financial Design, LLC	High 35%	17	49	$760K
Athletes Financial Advisers, LLC	High 30%	15	50	$1.3M
Cambridge Financial and Tax Advisors, LLC.	Low 0%	—	50	$0
Crimson Oak Wealth Management, LLC	High 28%	14	50	$780K
Smith Capital Management, LLC	Low 0%	—	50	$190K
Steele Investment Counsel, Ltd.	High 26%	13	50	$1.7M
Arena Wealth Advisors LLC	High 25%	13	51	$950K
McLean Financial Planning and Investment Management	Typical 22%	11	51	$320K
Sky Vision Wealth, LLC	High 24%	12	51	$690K
Wealth Transitions, LLC	Very High 47%	24	51	$900K
Stirling Bridge Wealth Partners, LLC	High 44%	23	52	$1.3M
VIVCAP LLC	Very High 54%	28	52	$520K
21 St Century Equity Advisors Corporation	Very High 49%	26	53	$950K
Jacobs Wealth Management, LLC	Low 2%	1	53	$190K
Bigham Wealth Advisory LLC	Low 4%	2	54	$210K
Nickelplate Financial LLC	Low 7%	4	54	$310K
Runnymede Capital Advisors, Inc.	High 30%	16	54	$3.1M
AJD Wealth	Typical 15%	8	55	$440K
Sound Asset Management, Inc.	Typical 11%	6	55	$280K
TCM Wealth Advisors	Typical 13%	7	55	$530K
Well Spent Wealth Planning	Typical 22%	12	55	$740K
Adair Financial Private Client Group	High 43%	24	56	$1.4M
SR Financial Services, Inc.	High 34%	19	56	$1.5M
Zimmerman Capital Management	Very High 54%	30	56	$1M
Milestone Wealth Strategies	Low 7%	4	57	$210K
Eagle Eye Advisory LLC	Low 0%	—	116	$850K
Family Financial Services, LLC	High 31%	18	58	$1.7M
Nirvana Analytics, LLC	Low 5%	3	58	$200K
Epic Financial, LLC	High 25%	15	59	$740K
New Millennium Asset Management, Inc.	High 32%	19	59	$560K
Pomeroy Financial Planning, LLC.	Low 0%	—	59	—
Spreckels Wealth Management	Very High 90%	53	59	$1.5M
Accountable Financial Planning LLC	Very High 50%	30	60	—
Agora Investments	Low 0%	—	60	$170K
Cleveland Retirement Planning LLC	High 37%	22	60	$810K
Confiance, Financial & Investment Advisors	Low 0%	—	60	$510K
Tishy Financial LLC	Typical 18%	11	61	$240K
Fiduciary Wealth Management, LLC.	Low 0%	—	62	$89K
Duke Financial Services	Low 0%	—	63	$220K
Appaloosa Wealth Management LLC	High 31%	20	65	$1.4M
Gateway Financial	High 29%	19	65	$630K
Schmerge Executive Planning Services, Inc.	Typical 22%	14	65	$640K
Ascend Wealth Advisors, LLC	Very High 47%	31	66	$620K
Chester Financial Services LLC	Typical 9%	6	66	$180K
Thomas Everett Investments, LLC	Low 0%	—	66	$52K
4 Star Advisory Services LLC	Low 0%	—	67	$130K
Bauer Financial Services, Inc.	Low 0%	—	67	$320K
Integrity First Planners, Inc.	High 26%	16	59	$740K
One Brick Capital, LLC	High 38%	26	68	$740K
Behlke Financial	Low 0%	—	69	$420K
Lyon Capital Strategies	Low 0%	—	69	$99K
Alliant Capital Management LLC	Very High 51%	36	70	$1.1M
Dennis Capital Management, L.L.C.	Low 0%	—	70	$380K
Trendcalc Dynamics	Low 4%	3	70	$500K
Wealth Accel	High 43%	30	70	$1.1M
Great Lakes Financial Companies Inc.	Low 0%	—	71	$150K
Great Lakes Retirement Planning LLC	Low 0%	—	72	$92K
Volition Financial Network, LLC	Low 7%	5	72	$300K
3CM Capital Management, LLC	Low 0%	—	73	$100K
Epoch Wealth Management	Very High 73%	54	74	$0
James A Wynne LLC	Typical 14%	10	74	$540K
Ten Talents Asset Management	Typical 18%	14	76	$460K
Borland Marker	Very High 69%	54	78	$1.3M
Warren Wealth Management & Tax Planning Inc.	Typical 8%	6	80	$390K
Tricord Wealth Advisors	Low 0%	—	81	$95K
Vertice Capital Partners, LLC	Low 2%	2	81	$69K
Alban Investment Management, LLC	Typical 20%	16	82	$610K
Columbus Street Wealth Management, LLC	High 46%	38	82	$1.7M
Financial Guidance Investment Advisers, Inc.	Typical 11%	9	83	$620K
Jameson & Griffin Financial	Low 1%	1	83	$250K
Macino Financial, LLC	Low 0%	—	83	$150K
Phibbs Financial	Low 2%	2	83	$320K
Price Planning, LLC	Low 0%	—	83	$0
Broker One	Low 0%	—	84	$360K
Lynch Retirement Advisors, LLC.	Low 0%	—	84	$240K
Pulse Wealth	Typical 17%	14	84	$600K
BullRock Capital, LLC	High 29%	25	85	$990K
Sterling Advisory Group LLC	Typical 11%	9	85	$350K
Buckeye Financial Solutions, Inc.	High 33%	28	86	$1.1M
EHMLI Investment Advisors LLC	Very High 56%	48	86	$350K
Powers Capital Management, LLC	Very High 92%	79	86	$610K
Richard Miller Financial Services, LLC	Low 0%	—	86	$97K
Forward Financial LLC	Typical 23%	20	88	$890K
Ascend Wealth Management	Low 7%	6	89	$96K
Ferraro Wealth Management, LLC	Very High 61%	57	93	$1.1M
JGR Financial Solutions	High 24%	22	93	$840K
Corwin Company LLC	High 40%	38	95	$1.1M
Diamond Equity Advisors	Low 0%	—	95	$170K
Patriot Wealth Planners LLC	Low 0%	—	95	—
Zimmerman Advisory Group, LLC	Low 4%	4	96	$330K
Arcadia Financial Partners, LLC	Very High 48%	47	97	$0
What About Us Financial	Low 5%	5	98	$290K
Capital Management Analytics	High 36%	36	99	$310K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Mundell Asset Management LLC	Low 0%	—	100	—
Prestige Wealth Management LLC	Typical 18%	18	100	$260K
Troy R. Spratley Investment Advisory	Low 0%	—	100	—
Royal Palm Investment Advisors, Inc.	Typical 10%	10	101	$390K
Hyland Wealth Management LLC	Typical 17%	17	102	$620K
Anthony Investment Management, LLC	Typical 17%	18	105	$690K
Gateway Wealth, Inc.	Low 5%	5	105	$850K
Gateway Asset Management, LLC	Typical 21%	22	106	$660K
Burns Financial Advisors, Inc.	Low 0%	—	107	$84K
Scott S. Duko, Registered Investment Advisor, Ltd.	Typical 18%	19	108	$450K
S.C. Thomas & Associates, CPA, LLC	High 27%	29	108	$970K
Spinnaker Financial Group, LLC	Typical 13%	14	108	$550K
Deeter Advisory Group, LLC	Low 0%	—	110	$1M
EFS Wealth Management LLC	Low 1%	1	110	$180K
FSC Advisors LLC	Low 0%	—	113	$150K
Turnstone Financial	High 27%	31	113	$1.1M
Weiser Financial Planning LLC	High 38%	43	114	$450K
Family Financial Planning, LLC	Typical 19%	22	115	$350K
Infresh, Inc.	Typical 11%	13	116	$540K
Monetary Solutions, Ltd.	High 31%	38	123	$1.1M
Seven Hills Capital Advisors	Very High 54%	67	123	$1.1M
Isgrig Capital Asset Management, LLC	High 45%	56	124	$0
Timewealth Advisors Inc.	Very High 53%	67	127	$330K
Freewood Private Wealth Management, LLC	Typical 19%	25	131	$470K
Private Harbour Investment Management & Counsel LLC.	High 36%	49	135	$1.2M
Reckard CPA Advisors, LLC	Low 0%	—	135	—
New Legacy Financial Group, LLC	High 32%	44	137	$460K
Wyoming Wealth Management, LLC	Typical 17%	23	138	$300K
Sabre Asset Management LLC	Typical 22%	30	139	$760K
Alpha Asset Management	High 26%	38	149	$870K
Kedzior Wealth Management LLC	Typical 23%	34	149	$520K
John T. McCarthy, LLC	High 24%	37	155	$390K
Richwood Investment Advisors, LLC	High 46%	71	156	$990K
Jaras Financial Services, Inc.	High 25%	41	166	$680K
Northpoint Financial Planning LLC	High 38%	64	170	$290K
Queen City Capital Management, LLC	High 25%	43	173	$660K
George Financial Services	Low 0%	—	175	$110K
VWR Financial Advisory Services	Low 0%	—	175	$140K
Fitbux RIA LLC	Low 0%	—	180	$28K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Huffman Wealth Management	Typical 11%	21	199	$430K
SunRift Capital Partners LLC	Low 3%	7	205	$200K
Athens Impact Socially Responsible Investments	Low 5%	11	207	$140K
The Baran James Company, Inc.	Typical 13%	27	212	$420K
EGSI Investment Management	Typical 9%	20	217	$410K
SKA Financial Services, Inc.	Typical 19%	42	217	$670K
McCollum Investment Advisors	Typical 11%	25	222	$290K
Samuels Financial Services, Inc.	Typical 21%	43	43	$230K
Schmidt Wealth Management, L.L.C.	Typical 11%	26	235	$260K
Structured Investment Advisors, LLC	High 24%	72	299	$300K
Princeton Center Planning and Investments, LLC	Low 0%	—	327	$110K
Bell City Wealth, Inc.	Typical 10%	33	337	$440K
Worldwide Capital Advisors, LLC	Typical 8%	30	380	$220K
Van Winkle Wealth Management Group LLC	Low 3%	11	392	$310K
HDA Wealth Management, LLC	Low 7%	39	540	$290K

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