HNW client percentage for Supported firms serving clients in Arkansas

Supported firms active in Arkansas 70 firms

Very Low 0%-5%

Low 5%-15%

Typical 15%-31%

High 31%-50%

Very High 50%-96%

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

Median: 19%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Five8 Financial LLC	Very High 50%	1	2	$2.3M
Foresight Investment Advisors, LLC	Very Low 0%	—	3	$54K
R.M. Duncan Capital Management Corporation	Very Low 0%	—	15	$890K
Round Table Financial	High 31%	8	26	$1.8M
Heritage Asset Managers, Inc.	Very High 55%	16	29	$2.8M
Tactical Tax Wealth Management	High 40%	8	20	$1.4M
Guaranty Private Wealth	Very High 63%	22	35	$1.9M
Exos Wealth Strategies, LLC	Very Low 0%	—	51	$350K
C & S Capital Management, Inc.	Very High 73%	22	30	$1.3M
Ajax Capital Advisors, Inc.	Typical 19%	13	67	$490K
Corkern & Co., Inc.	Very High 100%	81	81	$1.8M
EGP Wealth Management, LLC	Typical 18%	15	82	$470K
Regent Wealth Management, Inc.	Typical 29%	24	83	$910K
Acropolis Partners, LLC	High 38%	16	42	$960K
Cravens Brothers Private Wealth Management LLC	High 44%	19	43	$3.2M
QVG, LLC	Very High 52%	40	77	$1.2M
Clientfirst Wealth Management, LLC	Very High 83%	45	54	$5.6M
Willow	High 43%	46	108	$1.2M
Paradigm Advisors, LLC	Very High 50%	41	82	$1.6M
First Financial Services, LLC	High 42%	37	88	$1.1M
Gutierrez Wealth Advisory, LLC	Very High 52%	68	132	$2.4M
Argenta Wealth Management	High 35%	29	82	$1.1M
Schwantes Financial, LLC	Low 14%	12	84	$600K
Luxon Brown	Low 10%	9	93	$430K
Three Sixty Wealth Management, LLC	Typical 29%	54	186	$1M
Legacy Consulting Group	Very High 71%	141	198	$1.8M
Resilient Asset Management	Very High 63%	32	51	$1.3M
Wilshire-Pennington Group, Inc.	Very High 82%	84	103	$510K
Rivertree Wealth	High 34%	56	167	$860K
Miller Wealth Advisors, LLC	Very High 61%	71	116	$1.9M
Robert Stephen Capital Management LLC	Low 14%	25	175	$1.1M
360 Ira	Very Low 0%	—	180	—
Heritage Oak Wealth Advisors	Typical 26%	63	240	$1.4M
Global Wealth Management, Inc.	Typical 15%	18	121	$400K
U.S. Private Wealth, LLC	High 33%	62	189	$1.1M
Ethos Capital Group, LLC	High 32%	41	128	$600K
White McGowan	Low 11%	14	130	$580K
The Sherry Group, Inc.	Typical 19%	39	203	$640K
Garland and Greenwood Wealth Advisors LLC	Low 5%	14	280	$270K
Cothran Capital, LLC	Very Low 3%	4	145	$250K
First Investment Corporation	Low 13%	28	221	$300K
Mendel Capital Management, LLC	High 47%	72	153	$1.4M
Compass Capital Management, LLC	Typical 17%	39	231	$490K
Horrell Capital Management, Inc.	Typical 29%	22	77	$3M
D.L. Fields Advisory Group, LLC	Very Low 0%	1	310	$81K
Way Street Financial, LLC	Typical 24%	19	79	$430K
Lafargue Financial Group, Inc.	Very Low 0%	—	159	$67K
October Wealth Advisors, Inc	Low 14%	23	160	$810K
Financial Legacy Management, NC.	Very High 100%	350	350	$440K
Lukas Total Wealth	Very Low 3%	11	381	$260K
Veach Family Financial	Typical 27%	51	191	$680K
Walker Asset Management, LLC	High 33%	64	195	$1.6M
Zeiser Wealth Management LLC	Typical 17%	34	195	$330K
Paladin Investment Advisors	Very Low 0%	—	413	$110K
Hickory Wealth Management, LLC	Typical 23%	48	209	$610K
Wingo Asset Management, LLC	High 36%	75	211	$440K
Coachwise Financial Solutions, Inc.	Low 12%	26	217	$250K
Family Legacy Planning	Low 10%	33	327	$490K
Ipsen Advisor Group	Low 14%	47	337	$670K
Momentum Wealth Management	Low 6%	17	269	$240K
Asset Protection Wealth Management LLC	Very Low 0%	—	138	—
Blong Financial	Typical 17%	53	314	$640K
Riverland Wealth Management	Low 8%	26	319	$170K
Dickinson Barnum Investment Management, LLC	Low 9%	28	323	$220K
Latour Asset Management LLC	Very Low 0%	—	710	—
Millennium Capital Advisors, LLC	High 36%	72	200	$1.1M
Lexington Research and Capital Group, LLC	Very High 78%	160	205	$1.7M
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Wealth Solutions, Inc.	Very Low 0%	—	431	$120K

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