HNW client percentage for Supported firms serving clients in California

Supported firms active in California 1,474 firms

Very Low 0%-12%

Low 12%-26%

Typical 26%-42%

High 42%-64%

Very High 64%-100%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Whitespace Financial, LLC	Typical 37%	10	27	$1.4M
WWM Advisory Inc.	Very High 70%	38	54	$3.7M
Vistica Wealth Advisors, LLC	High 61%	66	109	$2M
Abundant Wealth Partners, LLC	Very High 89%	49	55	$1.9M
Ahara Advisors	Very High 100%	55	55	$3.4M
Clayton Partners LLC	High 47%	26	55	$2.1M
Incline Investment Advisors, LLC	High 51%	56	110	$830K
Johnson Lyman Wealth Advisors	Very High 84%	46	55	$3.4M
LBG Advisor	Very Low 0%	—	55	$210K
Meyers Financial Services	Very Low 7%	4	55	$510K
Schultz Financial Group Incorporated	High 52%	57	110	$1.9M
The Goodland Group	Very High 70%	77	110	$650K
Veda Financial Investment Advisory	Very High 100%	55	55	$1M
Topturn Capital, LLC	High 54%	45	83	$1.5M
Broxton Capital Advisors	Low 25%	14	56	$520K
Bruce Colin and Company	Very High 100%	28	28	$8.2M
Clemensen Capital Company LLC	Typical 32%	36	112	$590K
Daniel Investment Associates, LLC	Very High 100%	28	28	$6.6M
Essential Partners LLC	Very High 100%	56	56	$6.4M
Kanan Advisors	Typical 34%	19	56	$910K
Knuff & Company LLC	Very High 100%	28	28	$14M
Manuka Financial	Very High 89%	50	56	$3.9M
MW Investment Strategy	Very High 100%	28	28	$1.5M
Tidecrest Wealth Management, LLC	Very High 81%	68	84	$2.4M
West Coast Capital Management, LLC	Low 18%	15	84	$250K
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
Creative Resources Investment Advisors LLC	Low 24%	20	85	$200K
Seek First Inc.	Very High 74%	63	85	$2.9M
Dedicated Capital Advisors, LLC	Very High 75%	43	57	$2.6M
Focus Point Capital LLC	Very High 100%	57	57	$1.1M
Hawley Advisors	High 42%	24	57	$1.3M
Hutchinson & Ziegler Financial Advisors, Inc.	Very High 88%	50	57	$3.8M
Tax Efficient Asset Management Solution, Inc.	Very High 79%	45	57	$1.7M
Vega Capital Group LLC	Very High 65%	37	57	$2M
Copia Wealth Management Advisors, Inc.	Very Low 2%	2	86	$230K
CS Tomasi Wealth Management	Typical 33%	28	86	$1.2M
Kaiyo Wealth LLC	High 60%	52	86	$2.8M
Auxi Asset Management, LLC	Very High 72%	42	58	$1.7M
Coast Bridge Capital	Low 24%	14	58	$270K
Merus Advisors, LLC	Very Low 0%	—	58	—
PortSalus Wealth Management	Typical 36%	21	58	$1M
Purposeful Strategic Partners	Very Low 5%	3	58	$200K
Sherwood Financial Partners, LLC	High 45%	39	87	$2.9M
Trillium Investments	Very High 81%	47	58	$2.1M
Virji Investments, Inc.	Low 12%	7	58	$580K
Weisberg Capital Management	Low 19%	11	58	$180K
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Carrington Advisors, LLC	Low 24%	28	117	$910K
Five Oceans Advisors	High 63%	74	117	$3.8M
Bradley & Company Private Wealth Management, LLC	Very High 85%	50	59	$4.3M
Henney Wealth Management	Typical 39%	23	59	$1.4M
Radiant Wealth Planning	Very Low 0%	—	59	$250K
Sierra Hotel Financial LLC	Low 14%	8	59	$410K
Define Financial, LLC	Very High 72%	86	119	$2.3M
BOLT Wealth Management LLC	Very Low 6%	7	120	$310K
Bristlecone Value Partners, LLC	Very High 69%	62	90	$2M
Hayes Hart Cpa's Wealth Management, Inc	High 47%	14	30	$1.4M
Illumine Investment Management, LLC	Typical 32%	29	90	$2.1M
Lussenheide Capital Management, Inc	Very Low 0%	—	60	$740K
Marathon Capital Management, LLC	Typical 33%	20	60	$1.2M
Mountain Vista Wealth Management	Typical 35%	21	60	$840K
Planful Finance LLC	Typical 33%	20	60	$890K
Premier Wealth Advisors, Inc.	Very Low 0%	—	60	$220K
Pysnik Financial, LLC	Typical 37%	22	60	$750K
Serene Point Advisors LLC	Typical 30%	18	60	$550K
Thompson Wealth Management, Inc.	Very Low 0%	—	30	—
ProsperiTea Planning	High 52%	63	121	$1.5M
LTG Capital LLC	Typical 33%	30	91	$1.6M
Three Oaks Wealth	High 51%	46	91	$850K
Cypress Path Capital, LLC	Very High 70%	43	61	$1.3M
Holzberg Wealth Management, Inc.	High 49%	30	61	$980K
JR Snell Capital Management, LLC	Low 20%	12	61	$520K
Sachi Financial Planning	Low 15%	9	61	$95K
Trillium Square Advisors LLC	High 57%	35	61	$710K
Martin Wealth Management, LLC	Very Low 0%	—	92	—
Collar Capital Management, LLC	Typical 41%	50	123	$1.4M
Brennan Capital Management LLC	Low 23%	14	62	$650K
Butler Financial Services	Very High 71%	44	62	$2.5M
D. M. Brenner, Inc.	High 44%	55	124	$1.5M
Heyman Wealth Management, LLC	High 50%	31	62	$1.3M
Hurley Wealth Management Group, Inc	Typical 35%	11	31	$960K
Legacy Wealth Advisors, LLC	Very High 74%	46	62	$2.8M
Sharper & Granite LLC	High 52%	65	124	$2.6M
Taylor Advisory Group	Very High 77%	48	62	$1.4M
Bull Oak Capital, LLC	Very High 98%	122	125	$2.1M
Dorato Capital Management	Very Low 0%	—	94	$1.5M
Van Strum & Towne Inc	Very High 81%	76	94	$4.4M
Aventura Capital Management, LLC	Very Low 10%	13	126	$380K
Broadwing Capital Advisors, Inc.	Very High 76%	48	63	$2M
Butler Financial Services, Ltd.	Very Low 0%	—	63	$720K
Altamont Wealth Management, Inc.	Very High 78%	25	32	$4M
Bennett Selby Investments, L.P.	Very High 92%	88	96	$3.5M
CFG Wealth Management Services Inc	Very High 64%	41	64	$1.3M
Madrid Wealth Management	High 43%	55	128	$1.7M
Pariax Private Wealth Management	Very High 84%	27	32	$3.6M
Strategic Investment Advisors, Inc.	Typical 41%	26	64	$1.2M
The Sullivan Group	Typical 29%	28	96	$780K
Trellis Wealth Advisors, LLC	Very High 82%	105	128	$3.7M
Turtle Bay Group, Inc.	Very High 86%	55	64	$0
Private Client Wealth Advisors, LLC	Very Low 0%	—	97	$420K
Round Table Investment Strategies, LLC	Typical 36%	35	97	$910K
Tactical Wealth Partners	Very Low 0%	—	97	$140K
Experience Your Wealth, LLC	Low 25%	16	65	$1.3M
Finwell, Inc.	Low 16%	21	130	$730K
Strategic Wealth Capital	Low 22%	14	65	$3.6M
Alongside Wealth Advisors, LLC	Typical 36%	24	66	$1.3M
Canaccord Genuity Wealth management	High 55%	36	66	$1.5M
Hemispheres Investment Management	Very Low 0%	—	66	$270K
Integrity Wealth Management, LLC	Typical 32%	32	99	$1.1M
King Wealth Advisors, LLC	High 48%	32	66	$1.3M
Petersen and Hicks	Very Low 0%	—	66	—
Rocket Capital Management, L.L.C.	Low 20%	13	66	$400K
Sustain Financial Inc.	Typical 35%	23	66	$590K
Taurus Financial	Very High 94%	62	66	$1.3M
Shelter Rock Management, LLC	Very High 68%	91	133	$1.3M
Aberle Investment Management LLC	Typical 33%	22	67	$1.2M
Atala Financial Inc	Very High 69%	46	67	$5.4M
Envest Asset Management, LLC	Low 19%	13	67	$680K
GoTo Financial	High 60%	40	67	$960K
Marest Capital, LLC	Low 22%	15	67	$3.5M
Seawise Financial, Inc.	Low 21%	14	67	$1.1M
SimplyRich	Very High 67%	45	67	$6.6M
TEAM Elevated Asset Management	Typical 28%	19	67	$290K
Verona Capital Management LLC	Low 24%	16	67	$1.2M
Zenith Investment Management, LLC	Typical 29%	29	101	$770K
Alpha Analytics Investment Group LLC	High 59%	40	68	$3.7M
Harrington Investments, Inc.	Very High 78%	80	102	$2.9M
Reyes Financial Architecture Inc.	Very High 69%	117	170	$1.2M
Summit Financial Advisors, Inc.	Typical 29%	39	136	$1.5M
Veritas Financial Consulting LLC	High 53%	36	68	$1.3M
White Aspen Capital LLC	Low 12%	8	68	$230K
Advanced Financial Strategies Inc	Very High 65%	89	137	$1.8M
DBA Seaside Financial & Insurance Services	Low 18%	24	137	$590K
Pacific Global Investment Management Company	Typical 33%	45	124	$570K
Blodgett Wealth Advisors, LLC	High 53%	55	103	$2.3M
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Peak Capital Management, LLC	Typical 29%	30	103	$1.5M
Align Wealth Management, LLC	High 49%	34	69	$1.7M
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low 21%	29	138	$620K
Gates Pass Advisors, LLC	Very High 91%	63	69	$3M
Morgan Stevens Asset Management, LLC	High 43%	30	69	$1.1M
Nich Capital Partners, Inc.	Very High 100%	69	69	$2.1M
Ryan Investments	Very High 73%	101	138	$1.9M
Laguna Capital Management, Inc.	Typical 26%	27	104	$830K
Stonebrook Capital Management, Inc.	Low 15%	16	104	$640K
NIM Wealth Solutions	High 53%	74	139	$840K
Cultivating Wealth	Typical 37%	64	175	$1.2M
Galileo Planning Group, Inc.	Very Low 0%	—	140	—
Hoskin Capital	Low 13%	5	47	$110K
Investment Advisor Associates, Inc.	Low 23%	16	70	$530K
Keith McBride Financial Services Inc.	Low 20%	14	70	$400K
Lanyon Advisory Services	High 63%	44	70	$1.5M
Mulholland & Kuperstock Asset Management, LLC	High 53%	37	70	$680K
Pandora Wealth, Inc.	Very High 81%	85	105	$2.7M
Sidoxia Capital Management, LLC	High 43%	45	105	$1.2M
Thalassa Capital LLC	Typical 26%	18	70	$1.4M
The McBride Group	Low 17%	18	105	$690K
Thrive Retirement Specialists	Very High 100%	70	70	$4.3M
Arkenstone Financial, LLC	Low 18%	26	141	$630K
Abundant Wealth Strategies	Typical 27%	19	71	$1.1M
Goldenstone Wealth Management	Very High 77%	55	71	$2.5M
James Curtis Financial And Insurance Services	Typical 41%	29	71	$1.4M
JDM Financial Group LLC	Very High 70%	99	142	$2.5M
R & R Financial	Low 15%	11	71	$290K
Tessara Wealth	Typical 40%	57	143	$1.1M
Cantu Tactical Wealth Management, Inc.	Very Low 0%	—	72	$710K
Chinese Abraham Investment Advisors LLC	High 61%	22	36	$1M
Del Mar Wealth Management Inc	Very High 81%	58	72	$2.3M
MarketTrend Advisors, Ltd.	Typical 31%	22	72	$460K
McClure Investment Management, LLC	Low 25%	18	72	$900K
Modern Financial Planning	Very High 68%	49	72	$1.6M
Montage Financial Advisors	Very High 81%	29	36	$2.8M
Optivest, Inc.	High 52%	56	108	$2.9M
Pathway Advisors, LLC	Very Low 6%	6	108	$480K
Quinley Stewardship LLC	High 47%	17	36	$720K
Redwood Grove Wealth Management	Very High 68%	49	72	$2.1M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
Stinson Capital Management, LLC	High 56%	20	36	$1.5M
Vios Asset Management LLC	Very High 92%	33	36	$480K
Financial Coaching Partners LLC	Very Low 0%	—	145	$0
Universal Wealth Management LLC	Very Low 6%	8	145	$190K
Backbone Planning Partners LLC	Low 24%	26	109	$780K
Client First Capital, LLC	Very High 88%	64	73	$3.7M
Flatrock Wealth Partners LLC	Very High 100%	73	73	$5.7M
Gerstemeier Financial Group,LLC	High 59%	43	73	$1.9M
Havaplan Financial	Typical 33%	24	73	$1.4M
Peltoma Capital Partners	Very High 66%	48	73	$2.3M
Sanders Retirement Planning LLC	Typical 34%	25	73	$850K
McBroom & Associates, LLC	High 53%	58	110	$2.1M
Amoretti Wollman Capital Management	Very Low 11%	12	111	$200K
BMA Advisors, LLC	Very Low 7%	8	111	$220K
BSIAS Advisors, LLC	Typical 41%	30	74	$770K
Coho Advisory Services, LLC	Very Low 5%	7	148	$310K
Kingdom Capital Advisors, LLC	High 42%	31	74	$330K
Lightcap Financial Group, LLC	High 47%	35	74	$250K
Seneca Private Wealth, LLC	Very Low 11%	4	37	$810K
The Leonard Financial Group, LLC	Low 20%	15	74	$640K
Vineyard Wealth Advisory LLC	Low 14%	10	74	$520K
Yoder Wealth Management	Very High 91%	67	74	$4.5M
15 Equity	High 54%	60	112	$1.1M
Eden Capital Management, LLC	Typical 31%	35	112	$850K
Sage Stone Wealth Management LLC	High 50%	56	112	$2M
Acap Asset Management, Inc.	High 54%	81	150	$1.5M
Alexander Beard (USA) Inc.	Low 23%	17	75	$650K
Meridian Venture Partners, Inc	Very Low 0%	—	75	$63K
Optimus Advisory Group	Low 17%	13	75	$410K
Plectrum Advisers LLC	Low 13%	10	75	$960K
C.M.Bidwell & Associates Ltd	Very Low 9%	13	151	$1.2M
Prism Planning Partners	Typical 36%	55	151	$1.6M
30-40 Wealth Partners	High 61%	23	38	$1.3M
APP	Very Low 0%	—	76	$140K
Granite Capital	Very High 82%	62	76	$4.1M
Imprint Wealth LLC	High 46%	35	76	$1.7M
Intentional Wealth Partners	Low 13%	19	152	$400K
Kentor Financial	Very Low 0%	—	76	—
Somerset Wealth Management, LLC	Very High 64%	49	76	$230K
Wheels Up Wealth, Inc.	Typical 40%	46	114	$1.1M
Altamira Financial Group, LLC	Low 14%	16	115	$1.1M
NIX Wealth Management	Very Low 0%	—	115	$710K
Fern Financial Group, LLC	Low 23%	18	77	$680K
Greenway Financial Advisors LLC	High 43%	33	77	$1.3M
Main Avenue Financial Services, LLC	High 56%	43	77	$1.3M
Pacific Canyon Investments	Very Low 10%	8	77	$190K
Torrey Wealth, LLC	Very High 87%	67	77	$2.3M
Cornerstone Wealth Advisors, Inc.	Typical 32%	50	155	$920K
Dynamic Wealth Strategies, LLC	Typical 37%	57	155	$1.2M
NRG Wealth Management	High 46%	72	155	$1.6M
Banta Asset Management LP	High 54%	63	117	$1.1M
Bourne Lent Asset Managament, Inc.	Very High 67%	52	78	$3.5M
Ciro Capital LLC	Typical 37%	29	78	$1.4M
Diversified Capital Group	Very Low 0%	—	78	$470K
McIntosh Capital Advisors, Inc.	Typical 35%	27	78	$720K
Menlo Advisors LLC	Very High 69%	27	39	$8.7M
PNW Asset Management	High 55%	43	78	$1.4M
Vigilare Wealth Management LLC	High 50%	79	157	$2M
Eiger Wealth Management, LLC	Very High 66%	78	118	$2.8M
APM Wealth	Typical 27%	21	79	$600K
Green Era Financial LLC	Typical 28%	22	79	$430K
MD Wealth Partners, Inc	Typical 27%	21	79	$730K
Fpfoco	Typical 34%	41	119	$1.3M
Skyline Financial Northwest	Very High 65%	77	119	$1.1M
Rosenblum Silverman Sutton Sf Inc	Very High 67%	107	159	$3M
Alethea Capital Management, LLC	Very High 75%	30	40	$5M
Larsen Wealth Management	Typical 38%	45	120	$1.4M
Ridgewood Capital Management	Low 18%	14	80	$490K
The Wealth Conservatory	High 48%	58	121	$1.1M
Growth Horizons Wealth Management LLC	Low 25%	20	81	$630K
Kalinowsky Asset Management	High 63%	51	81	$3M
First and Main Financial	High 60%	73	122	$1.4M
Figure 8 Investment Strategies LLC	High 44%	71	163	$1.3M
Orion Capital Management LLC	High 45%	74	163	$2.1M
Actuarial Direct LLC	Very Low 0%	—	82	$57K
Brightscape Investment Centers	Typical 32%	39	123	$1M
Crystal Cove Asset Management	High 43%	35	82	$1.5M
Kohr Investments	Very Low 10%	8	82	$290K
Northern Lights Advisors, Inc.	Typical 41%	51	123	$2.1M
Santara Wealth Management LLC	Very High 76%	62	82	$920K
Wellacre Global Wealth Advisors	High 52%	43	82	$1.1M
Sonoma Private Wealth LLC	High 59%	49	83	$1.9M
Twin Lakes Capital	High 59%	49	83	$3.5M
Davies Financial Advisors, Inc.	Low 17%	21	125	$720K
Inflection Advisors	Low 25%	31	125	$490K
Modern Wealth LLC	Very Low 2%	2	125	$170K
Stillwater Capital Management	Typical 30%	37	125	$650K
Coastwise Capital Group, LLC	Typical 40%	67	167	$1.3M
Chrome Advisors	High 43%	36	84	$1.7M
Impactfolio LLC	Very High 79%	99	126	$2.3M
Lagos Wealth Advisors	Very Low 11%	14	126	$400K
Mana Financial Life Design	Typical 30%	38	126	$820K
Manhattan Global Asset Management LLC	Very High 100%	42	42	$4.9M
Romain Walsh Clerou Professional Investment Mgmt	Very High 79%	33	42	$5.2M
Synergy FG	Very High 66%	83	126	$2.9M
Kevin Kennedy, LLC	Very Low 0%	—	169	—
Archer Wealth Advisors	Low 13%	16	127	$600K
Holton & Kosanke Wealth Management, LLC	Very Low 0%	—	127	—
O'Neill Financial Management, Inc.	Low 13%	16	127	$550K
Beyond Wealth Advisory LLC	High 62%	53	85	$880K
Oak Street Advisory Group, LLC	Typical 27%	23	85	$1M
Ridgewood Investments	Typical 33%	56	170	$1.7M
Allstreet Wealth	Typical 35%	45	128	$510K
Finance Wisdom	Very Low 2%	3	128	$460K
DWR Wealth Management, LLC	High 48%	82	171	$1.2M
Family Investment Management L.P.	High 44%	38	86	$340K
Financial Security Solutions, Corp.	Typical 40%	34	86	$790K
GKV Capital Management Co Inc	Very High 79%	136	172	$2.1M
Lorintine Capital	Very Low 7%	3	43	$790K
Prosperity Wealth Planning LLC	Very High 65%	111	172	$1.6M
Sampatti financial llc	Low 19%	16	86	$390K
North Ridge	High 54%	70	130	$1.7M
Wiser Advisor Group	Very High 75%	97	130	$870K
Axion Wealth Advisors	Typical 32%	28	87	$680K
Moler Capital Management	High 51%	44	87	$2.1M
Dean Roland Russell, LLC	Very High 79%	138	175	$2M
Adap Tax Financial, Inc.	Low 16%	7	44	$830K
Compass Investments LLC	Low 15%	26	176	$530K
Family Financial	High 59%	52	88	$2.8M
Guide Financial Planning	Low 20%	26	132	$530K
The Freyr Group	Low 19%	25	132	$490K
Vesta Wealth Management, LLC	Very High 86%	38	44	$7.6M
Tidal Creek Capital Advisors	Low 21%	37	177	$700K
BBJS Financial Advisors, LLC	Typical 34%	30	89	$3.7M
Bernard & Johnson Family Wealth Management	Typical 34%	30	89	$1.2M
Marrick Wealth	Very High 93%	83	89	$2.4M
Plan B Investments, Inc.	Typical 30%	27	89	$260K
Waits Investments, LLC	Low 16%	14	89	$880K
Wynn Capital Management, LLC	High 46%	41	89	$1.1M
Alamar Capital Management, LLC	Very High 84%	76	90	$2.5M
Compass Capital Investments LLC	Low 12%	16	135	$100K
Delphinus Financial Advisors, LLC	Very High 71%	64	90	$1.7M
Everest Private Wealth	Very High 96%	86	90	$4.6M
EverythingHR Financial Services LLC	Very Low 0%	—	90	$260K
Gen Y Planning	Low 12%	11	90	$600K
Oder Investment Management, LLC	Typical 40%	72	180	$1.8M
Soesbe Financial	High 58%	26	45	$1.9M
Vista Investment Management, LLC	High 43%	78	180	$1.6M
Strategic Wealth Management LLC	Very High 74%	134	181	$440K
RF&L Wealth Management, LLC	High 57%	77	136	$2.7M
Wulff, Hansen & Co.	High 48%	65	136	$970K
Baker Street Asset Management, LLC	Typical 36%	33	91	$1M
Collaborative Portfolio Management	Typical 37%	68	182	$830K
Stock Traders	Very Low 0%	—	91	$490K
Alpha & Omega	Very Low 2%	3	137	$290K
Defined Wealth Management, LLC	Typical 32%	44	137	$1.6M
Burton Wealth Management	Typical 32%	29	92	$470K
Insight Investment Counsel	Very High 64%	59	92	$2.7M
Ridgeline Private Wealth	Typical 32%	60	185	$930K
AFS Investments	Very High 89%	124	139	$390K
Sterling Investment Management, LLC	High 53%	74	139	$2.5M
Capital Financial Consultants Group, Inc.	High 56%	52	93	$400K
Financial Zen	Typical 37%	34	93	$1.6M
Gw Financial	High 56%	52	93	$1.4M
Rational Investment Management, LLC	Very High 91%	85	93	$4.3M
St. Clair Financial	Typical 41%	38	93	$1.5M
RPM Capital Management, LLC	Very High 96%	135	140	$510K
Victus Capital Wealth	Very High 87%	162	187	$1.5M
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Bridge Capital Consulting, LLC	Low 21%	30	141	$530K
Contango Wealth Management LLC	High 60%	56	94	$1.3M
Convexity Wealth Management, LLC	Typical 26%	24	94	$680K
Drh Investments, Inc.	Very High 87%	82	94	$1.9M
Harbor Hills Financial Advisors	Very Low 5%	7	141	$880K
Marin Wealth Advisors LLC	Very Low 0%	—	94	$690K
Messina Wealth Management, LLC	Low 22%	21	94	$750K
Palisade Wealth Management	Typical 32%	45	141	$940K
Strategic Advocates, LLC	Very Low 9%	12	141	$240K
TerraFirma Wealth Partners	High 46%	43	94	$1.3M
Winslow Financial LLC	Typical 29%	55	189	$520K
Opus Private Wealth Group, LLC	Low 25%	35	142	$900K
Silver Oak Wealth Advisors Services, LLC	High 56%	80	142	$2.1M
Clelland & Company Inc	Typical 26%	25	95	$2.3M
Linden Rose Investment LLC	Typical 33%	31	95	$650K
Rylander Richter	High 49%	47	95	$1.1M
Bayworth Capital	Typical 27%	51	192	$460K
Lula Financial	Very Low 0%	—	96	$0
Mathews Capital Management	High 58%	56	96	$420K
Fort Vancouver Investment Management, LLC	High 42%	82	193	$1.2M
Insight Investment Advisers LLC	Low 23%	34	145	$490K
Roberts Wealth Advisors, LLC	Very High 86%	126	146	$2.8M
Waterrock Global Asset Management	Typical 36%	53	146	$500K
Carey Wealth Management	High 47%	46	98	$2.2M
Ervin Investment Management	High 56%	55	98	$2.8M
Marcus Capital, LLC	High 43%	42	98	$1.3M
Nia Impact Capital	High 52%	77	147	$1.7M
Paskin & Berler Capital Advisors, LLC	Very High 94%	46	49	$7.1M
Silverlight Asset Management, LLC	High 51%	25	49	$1.3M
The Financial Coaching Group, Inc.	Very Low 4%	4	98	$290K
Wealth Financial Group West, Inc.	Very Low 10%	10	98	$220K
Wealthrise Financial Planning, LLC	High 57%	56	98	$1.4M
Hanke & Apolonio Wealth Advisors LLC	High 47%	47	99	$1.7M
Balanced Plan Financial Investment Advisors, Inc.	Very Low 3%	5	149	$330K
Ecos Wealth Advisors	Low 19%	29	149	$560K
Carnegie Wealth Management LLC	Very Low 7%	10	150	$430K
Cedar Ridge Investment Management LLC	Very Low 0%	—	100	$420K
D'Arcy Capital Management, LLC	Typical 38%	38	100	$2.1M
Duckett Wealth Management	Low 17%	17	100	$540K
Family CFO Inc	Very High 78%	39	50	$5.7M
Goodstein Wealth Management LLC	High 46%	46	100	$1.1M
Kroeger Financial Partners	Typical 34%	34	100	$1M
The O'Donnell Group	Very High 100%	100	100	$4.1M
Veraz Advisors	Typical 41%	62	150	$730K
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
Echo45 Advisors LLC	Typical 31%	62	201	$1.1M
Trailhead Planners, LLC	Typical 28%	43	151	$1.2M
AdvoWealth Advisors, LLC	Very Low 5%	5	101	$130K
Larimer Capital Corporation	High 45%	45	101	$1.7M
Miles Brown Asset Management	Typical 40%	40	101	$730K
Axia Wealth Management Inc	High 48%	73	152	$850K
CSI Wealth Management	Very Low 2%	1	51	$240K
Fuhrmann Capital	Typical 35%	36	102	$590K
Grow With Me	Low 25%	38	153	$470K
Money Managers, Inc.	Low 13%	20	153	$450K
TOR Wealth Advisors, LLC	Typical 29%	15	51	$1.3M
RSG Financial Group Inc	Very Low 0%	—	103	$450K
Tower View Wealth Management LLC	Typical 34%	70	206	$1.5M
Red Crane Wealth Management, LLC	Typical 39%	60	155	$950K
Western Financial Corporation	Very High 68%	106	155	$1.7M
Ehrlich Financial Group	Typical 40%	82	207	$1.2M
Nwk Group	High 51%	105	207	$2.1M
Archer Pointe Wealth Management, LLC	High 58%	60	104	$1.7M
Cooper Capital Group	Typical 28%	59	208	$1.3M
Delarme Wealth Management, Inc.	High 56%	87	156	$1.4M
First Down Financial	Very High 100%	52	52	$1.1M
Haynie Wealth Management LLC	Low 22%	35	156	$680K
MacLean Capital Advisors, LLC	High 42%	66	156	$1.4M
RMC Financial Advisors, LLC	Very Low 6%	10	156	$250K
Aligne Wealth Advisors Investment Management (AWAIM)	High 50%	105	209	$1M
Balanced Rock Investment Advisors	Typical 38%	80	210	$920K
Shrier Wealth Management, LLC	Very High 69%	109	158	$2.5M
Sincerus Advisory	Typical 28%	45	158	$1.1M
Burr Financial Services, LLC	Typical 34%	54	159	$870K
Guardian Investment Management	Very High 81%	43	53	$4.7M
Pacific Specialty Investment Group, LLC	Typical 41%	43	106	$1.1M
Monvia Financial L.P.	Low 25%	40	160	$560K
Based Capital Wealth LLC	High 53%	57	107	$400K
Colton Wealth Management	Typical 35%	37	107	$1.2M
Global Investment Solutions, LLC	Low 21%	22	107	$250K
Rgb Capital Group	High 44%	47	107	$790K
Advent Capital LLC	Very Low 10%	11	108	$620K
Chen Financial Group, LLC	Very Low 0%	—	54	$0
FPC Investment Advisory, Inc.	High 57%	92	162	$2.3M
Kennicott Capital Management LLC	Very High 80%	43	54	$5.9M
Lumina Wealth Management, LLC	Typical 30%	49	162	$990K
Mark Gillam Enterprises	Typical 36%	39	108	$1.8M
Millennial Wealth Management, LLC	High 44%	48	108	$330K
Redwood Money	Typical 31%	34	108	$810K
Vigil Wealth Management, LLC	High 45%	73	162	$880K
Craftwork Capital LLC	Low 18%	30	163	$620K
FSG Financial Services, Inc.	Very Low 8%	13	163	$320K
Changing Parameters, LLC	Typical 39%	42	109	$910K
Springwater Wealth Management, LLC	High 49%	53	109	$1.5M
Cleveralpha	Low 20%	11	55	$510K
Cross Border Financial Planning USA LLC	Typical 38%	63	165	$880K
Evansbrook Capital Management	High 61%	67	110	$2.1M
Life by Design Investment Advisory Services	Typical 38%	21	55	$1M
Orchard City Wealth Management, LLC	Very High 71%	39	55	$2.1M
Silvia McColl Wealth Management, LLC	High 54%	59	110	$2.5M
Think Wealth, LLC	Very Low 0%	—	110	$44K
Secure Wealth, Inc.	Very High 77%	171	221	$600K
Envision Retirement LLC	Low 16%	26	166	$570K
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
Ascendant Capital Management	Low 19%	21	112	$570K
EFC Wealth Management Firm LLC	Very Low 5%	8	168	$340K
Fog City Advisors, LLC	High 54%	60	112	$1.3M
Fruitage Financial LLC	Low 25%	14	56	$1.4M
Rockbridge Asset Management, Llc	Very High 79%	44	56	$3M
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Harding Wealth, Inc.	Typical 38%	64	169	$1.3M
Madson Wealth Advisors Inc.	High 43%	73	169	$1.2M
Tweddell Goldberg Investment Management	High 53%	60	113	$830K
Quiver Financial Holdings LLC	Typical 41%	70	170	$490K

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