HNW client percentage for Supported firms serving clients in Florida

Supported firms active in Florida 1,226 firms

Very Low 0%-8%

Low 8%-22%

Typical 22%-35%

High 35%-60%

Very High 60%-100%

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

Median: 29%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
21Peaks Capital Management, LLC	—	—	—	—
Abendstern Wealth Management, Inc.	—	—	—	—
BAF Advisors Corp	—	—	—	—
Bella Capital	—	—	—	—
Boggess Asset Management	—	—	—	—
Cambier Capital, LLC	—	—	—	—
Campbell Williams, Inc.	—	—	—	—
Capital City Wealth Advisors, Inc.	—	—	—	—
Cathy A. Wagner, CFP, RIA	—	—	—	—
Centrus Financial Strategies	—	—	—	—
Designed Wealth USA Ltd.	—	—	—	—
Eagle Equity Holdings, LLC	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Ex Cathedra LLC	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
Farrcrest Capital LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
Gemini Wealth	—	—	—	—
Golden Reed Wealth Management, LLC	—	—	—	—
Goldstrike Capital LLC	—	—	—	—
Impact Advising	—	—	—	—
Insight Financial Advisors	—	—	—	—
Inter Advisors LLC	—	—	—	—
Irus Advisory Corporation	—	—	—	—
IWM	—	—	—	—
Lancaster	—	—	—	—
Legacy Advisory Network, LLC	—	—	—	—
Legacy Private Client Services	—	—	—	—
Marian Investor Coaching, Inc.	—	—	—	—
MarketGrader Capital, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Nelson Advisory Services, Inc.	—	—	—	—
Nestimate	—	—	—	—
Pinion Financial Services, LLC	—	—	—	—
Prestige Advisors Inc.	—	—	—	—
Prism Planning and Solutions Group	—	—	—	—
Progressive Financial Planning Services Inc.	—	—	—	—
Puente Asesoramiento de Inversiones, LLC	—	—	—	—
Rea Financial	—	—	—	—
Resource Strategies Inc	—	—	—	—
Robo Advisor, Inc.	—	—	—	—
SimplePath Wealth Management, LLC	—	—	—	—
Solidus Advisors LLC	—	—	—	—
Sutter Capital Partners, LLC	—	—	—	—
Ten Seven Capital	—	—	—	—
Tori	—	—	—	—
True Path Financial LLC	—	—	—	—
Velaris Wealth Management	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—
Suncoast Capital Management	Very High 100%	1	1	$1M
GELINAS & COMPANY, CPA, PLLC	Very Low 0%	—	1	—
Retirement Wealth Advisors, LLC	Very Low 0%	—	1	—
Seterios Wealth Advisors, LLC	Very High 100%	2	2	$1.4M
Holistic Asset Management, LLC	Very Low 0%	—	3	$370K
DHL Wealth Management LLC	High 50%	2	4	$1.9M
EMK Investment Advisors, LLC	Very High 100%	2	2	$700K
Essex Advisory	Very Low 0%	—	2	$3.9M
Vanda Research Corp	Very High 100%	2	2	—
Linkside Financial LLC	Very High 80%	4	5	$2M
Epogee Capital Management, LLC	Very High 100%	3	3	$19M
The Driscoll Group, Inc.	Very Low 0%	—	7	—
Intrinsic Asset LLC	Very High 100%	2	2	$880K
Aperture Advisors LLC	Very High 100%	5	5	$3.2M
FL Group, Inc.	Very Low 0%	—	5	—
Maggi Investment Services, LLC	Low 20%	1	5	$260K
Zink Wealth Solutions LLC	Very High 100%	8	8	$4.8M
WMK Investment Partners	Very High 100%	11	11	$11M
Advisuite	Very Low 0%	—	3	$1.3M
GMG Asset Management	Typical 33%	2	6	$620K
Martello Retirement and Wealth, LLC	Very High 100%	6	6	$5.7M
OneFirm Consulting, LLC	Very Low 0%	—	9	$620K
Pecora Capital LLC	Very High 100%	9	9	$9.2M
Zorea Capital LP	Very High 100%	9	9	$5.6M
WM Advisors USA LLC	Very High 100%	10	10	$3.1M
Baluarte Capital US	Very High 100%	7	7	$5.5M
Draxis Asset management, LLC	Very High 100%	7	7	$4.3M
Chlebina Capital	High 55%	6	11	$460K
Concierge Financial Advisor LLC	Very High 88%	7	8	$4.9M
Eagle Talon Partners	Very High 100%	4	4	$1.5M
Highline Private Wealth, LLC	Very Low 0%	—	8	$350K
HK Funds	High 50%	4	8	$210K
Luna Partners	Very Low 0%	—	8	$79K
Maverick Private Wealth LLC	Very High 100%	8	8	$880K
Robinson Global Investment Management LLC	Very High 100%	8	8	$7.3M
Stonewealth Advisors, LLC	High 38%	3	8	$630K
2pifinancial Corp.	Typical 33%	3	9	$170K
Eurocapital Advisors, Inc	Very High 100%	9	9	$12M
Wealth Warden Partners	Very Low 0%	—	9	$1.3K
Strive Retirement Group	Low 14%	2	14	$430K
Amerigo Asset Management Corporation	Very Low 0%	—	10	$390K
BLDR Wealth LLC	Very Low 0%	—	15	$330K
Carbon Wealth Management	Very Low 0%	—	5	$1K
Conscientia Family Office, LLC	Very High 100%	10	10	$9.7M
Divergent Capital Asset Management LLC	High 50%	10	20	$2M
DT Investments I LLC	Very High 90%	9	10	$3.7M
Grammatical Capital, LLC	Typical 30%	3	10	$700K
Greenwood Family Advisors LLC	Very High 87%	13	15	$21M
Hammerhead Financial Strategies, LLC	Very High 100%	10	10	$380K
Matters Capital LLC	Very High 100%	10	10	$30M
Retirement Wealth Management, LLC	Very Low 0%	—	10	—
Wells Investments, Inc.	Very Low 0%	—	10	—
Campbell & Associates	Low 18%	2	11	$790K
Noble Capital Management, Inc.	Very High 64%	14	22	$450K
Oakmonte Wealth Management	Very High 91%	10	11	$2.6M
BWB Advisory Group	High 50%	3	6	$2.3M
Fleetstar Financial	Very Low 0%	—	6	$180K
Front Edge Capital Management, LLC	Very High 100%	12	12	$7M
ONESOURCE Wealth Advisors	Low 8%	1	12	$270K
Pruitt Richmond Wealth Management LLC	Low 11%	2	18	$170K
Symphony Wealth Management	Very High 67%	4	6	$19M
Avior Capital Markets US, LLC	Very Low 0%	—	13	—
Gasima Financial LLC	High 38%	5	13	$410K
Measured Strategies LLC	Very High 69%	9	13	$2M
Riverside Wealth Management, Inc.	Very High 92%	12	13	$6.9M
Aggregate Financial Services, Inc.	Very Low 0%	—	27	$130K
Dakota Asset Management, LLC	Very High 64%	9	14	$1.2M
DP Grow LLC	Very Low 0%	—	14	$170K
Knight Family Wealth	Very High 100%	21	21	$4.9M
PFO Investment Advisors, LLC	Very Low 0%	—	7	$1.5M
Sharper Image Financial Services, LLC	Low 14%	2	14	$130K
Tigress Financial Partners, LLC	Very High 100%	14	14	$900K
Dhody Investment Group	Very High 100%	22	22	$16M
PAR5 Advisors LLC	Very High 82%	18	22	$580K
Coral Reef Advisors LLC	Very High 80%	12	15	$5.3M
Germana Capital LLC	Low 20%	3	15	$420K
Livingston Financial Planning, Inc.	Typical 27%	4	15	$780K
Optimus Wealth Management Group, Inc.	Very Low 0%	—	15	—
Sinopoli & Sinopoli FInancial Services, LLC	Very High 90%	27	30	$510K
Veridos Capital LLC	Low 20%	3	15	$200K
Matador Financial	Very Low 0%	—	31	$310K
ASG Capital	Very High 100%	24	24	$1.2M
Cast Member Financial LLC	Very Low 0%	—	16	$180K
The Invictus Collective, LLC	Very High 100%	16	16	$29M
Uprise Advisers LLC	Very Low 3%	1	32	$0
Brokaw Rice Investment Advisors, Incorporated	Low 18%	3	17	$320K
Jackson Money Management, Incorporated	Very High 71%	12	17	$2.5M
Veltria Advisors Corp.	High 59%	10	17	$6.7M
Vioni Capital Management, LLC	Very High 100%	17	17	$4.6M
Borger Capital Management LLC	Very Low 0%	—	26	$170K
GT Investment Management, LLC	Very High 100%	35	35	$160K
E. Batoff & Co., Inc.	Very Low 0%	—	9	$27M
Fortis Private Wealth Advisors, LLC	Very High 78%	7	9	$14M
Kraken Adviser LLC	Very Low 0%	—	9	$42
Raymond Capital Advisors, LLC	Very High 100%	18	18	$1.6M
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
SMAART LLC	Very Low 0%	—	9	$9.4K
Bull & Bear Advisors LLC	High 38%	14	37	$660K
Cottonwood Asset Management LLC	High 43%	16	37	$430K
Blue Marlin Advisors, LLC	Very Low 0%	—	19	$300K
Raskin Global Inc.	Low 21%	8	38	$490K
SBC Investment Management, LLC	Very High 79%	15	19	$4M
Three Oaks Partners Investment Counsel LLC	Low 16%	3	19	$310K
Vogel Consulting, LLC	Very Low 0%	—	19	—
Covato Capital Management, LLC	Very High 76%	22	29	$560K
Focus Investment Advisors, LLC	Very Low 0%	—	20	$1.5M
IADVISE Partners	Very High 100%	20	20	$11M
JMN Investment Management LLC	Very High 70%	7	10	$1.6M
Lloyd Financial Group LLC	Typical 25%	5	20	$990K
O.F.O. Partners, LLC	Very High 100%	10	10	$7.6M
Rimac	Low 10%	2	20	$380K
Aronson Asset Management, Inc.	Low 14%	3	21	$1.1M
Pendragon Capital Management, Inc.	High 42%	18	43	$1M
World Choice Securities, Inc.	Typical 26%	11	43	$620K
1818 Private Client Group, LLC	Very High 73%	16	22	$5.2M
DG Wealth	Very Low 6%	2	33	$300K
Farmand Investment Services, Inc.	Very Low 0%	—	22	$1.3M
Blue Granite Capital, LLC	Very High 82%	28	34	$2.7M
Pinnacle Investment Advisors, LLC	Very High 68%	23	34	$1.4M
Basile Financial Group, Inc.	Low 9%	2	23	$200K
Contrast Capital Management, LLC	Very High 74%	17	23	$1.7M
CSS Capital Advisory LLC	Very High 100%	23	23	$2.6M
MaxAdvisor Private Management	High 57%	13	23	$1.3M
Confluent Asset Management LLC	Very Low 0%	—	24	$150K
Lion Capital Advisors LLC	Very High 100%	12	12	$1M
Windmills Capital Inc.	Very Low 0%	—	12	$380K
Klosters Capital	Very High 70%	26	37	$5.9M
Bhuta Wealth Management, LLC	Very Low 0%	—	25	$800K
Fortuna Investors LLC	Typical 26%	13	50	$420K
Freedom Financial Management, Inc.	Very Low 0%	—	25	$470K
Guardsman Private Capital Management, Inc.	Very High 100%	25	25	$4M
Kuhn & Company Investment Counsel, LLC	Very High 64%	32	50	$2.5M
Northpoint Financial	Very Low 0%	—	25	—
Pinetree Advisors Corp.	Very High 100%	25	25	$3.4M
Smolin Wealth Advisors, LLC	Very Low 0%	—	25	—
Exos Wealth Strategies, LLC	Very Low 0%	—	51	$350K
Angelus Investment Consulting, Inc.	High 46%	12	26	$8.5M
BMH Capital Management LLC	Low 12%	3	26	$330K
Cassini Capital Management, LLC	High 49%	19	39	$1.9M
Conexus Capital Management, LLC	Very High 69%	18	26	$2.3M
Cornerstone Family Office, LLC	Very High 100%	39	39	$0
Kelly & Associates, LLC	Low 19%	5	26	$310K
Noctua International WMG, LLC	Very High 100%	39	39	$12M
Spark Wealth Advisors	Typical 23%	6	26	$590K
Symphony Financial Team	High 38%	10	26	$0
Anova Management	Very High 75%	30	40	$480K
Cantata Wealth Management, LLC	Very High 70%	19	27	$3.2M
Holden Family Office, LLC	High 39%	21	54	$700K
Weston Capital Insights	Very High 100%	27	27	$470K
Bruin Wealth Advisors LLC	Very High 61%	17	28	$1.1M
Global Wealth Management, L.C.	Very High 75%	21	28	$5.5M
Rubik Capital Inc	Very Low 0%	—	14	$2.3M
Money Manager Inc.	Very High 66%	19	29	$810K
Olivar & Greb Capital Management, LLC	High 52%	15	29	$350K
Servatus Capital	High 59%	17	29	$3M
Springreef LLC	Very High 100%	29	29	$0
Potomac Advisors, Inc.	Very Low 0%	—	44	$320K
Premia Global Advisors, LLC	Very High 77%	34	44	$5.1M
Acanto, LLC	Very Low 3%	1	30	$300K
Comprehensive Wealth Solutions, LLC	High 55%	33	60	$6.2M
I2 I Analytics, LLC	Very High 77%	23	30	$3M
Resolute Capital, LLC	Typical 27%	4	15	$1.2M
Optimist Capital	Very High 64%	39	61	$1.3M
Synchronous Wealth Advisors LLC	Very High 100%	61	61	$4.7M
Ethos Private Wealth	High 37%	17	46	$950K
Mar Wealth Management Services, LLC	High 52%	24	46	$2.5M
Olsen Family Financial, LLC	Very Low 0%	—	46	$300K
RDG Capital Management LLC	High 46%	21	46	$1.6M
Vincimus Capital, LLC	Very High 63%	29	46	$3.3M
Cayside Partners	Very High 100%	62	62	$4.4M
Copper Canyon LLC	Very Low 0%	—	31	$200K
Coronado Investment Advisors, LLC	Typical 26%	8	31	$490K
Fierce Financial Group LLC	High 42%	13	31	$1.3M
Fortius Financial Advisors, LLC	Very High 65%	40	62	$180K
Millennial Wealth Advisors	Very High 94%	29	31	$2.3M
Decca Private Wealth Management, Inc.	Low 9%	4	47	$150K
Maclendon Wealth Management, LLC	Very High 69%	22	32	$4M
McMillan Analysis Corporation	Very High 60%	29	48	$490K
The World Changers Investments, LLC	Very Low 0%	—	32	$300K
VII Capital Management LLC	Very High 65%	31	48	$580K
CPA Group Investment Management, LLC	Typical 24%	8	33	$970K
Gordon Asset Management LLC	Very High 85%	28	33	$2.5M
Klein Wealth Management, LLC	Very High 61%	20	33	$510K
Thales Investment Services, Inc.	Very Low 0%	—	33	$100K
Lci Advisors	High 44%	22	50	$1.2M
Millares Asset Management, LLC	Very High 70%	35	50	$4.7M
Atlas Financial Advisors, LLC	Typical 30%	20	67	$840K
Iliad Wealth Solutions	Very Low 2%	1	51	$110K
ISGAM US LLC	Typical 33%	17	51	$1.3M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
East Horizon Investments	High 49%	17	35	$1.6M
New River Investments	Low 17%	9	53	$470K
VIM Wealth Management, LLC	Very High 70%	50	71	$440K
Vital Capital LLC	Low 21%	15	71	$940K
CIRRUS CAPITAL MANAGEMENT, LLC	Typical 33%	12	36	$710K
CJC Wealth Management	High 43%	31	72	$1.3M
Compass	Low 20%	11	54	$880K
Generous Wealth Management	Very High 72%	52	72	$770K
Moreno Capital	Very Low 0%	—	18	$2.1M
Regista Financial Strategies, LLC	Typical 31%	11	36	$360K
Orion Wealth Management LLC	Typical 30%	22	73	$230K
Clearwell Group	Very High 78%	29	37	$6M
Heller Private Wealth	High 35%	13	37	$2.2M
Holland Investment Management, Inc.	High 59%	22	37	$1.7M
Penbrook Management LLC	High 50%	37	74	$2M
RISE Investment Management, LLC	High 54%	20	37	$930K
CM Capital Partners	High 46%	26	56	$260K
Loudon Investment Management, LLC	High 48%	36	75	$2.9M
Benchmark Wealth Management	High 49%	37	76	$2.3M
Black Arrow Capital LLC	Typical 32%	12	38	$1M
Eagle's Crest Advisors, LLC	High 55%	21	38	$1.6M
Haron Capital Management, LLC	Very High 100%	38	38	$1.2M
Magen Wealth Management, LLC	Typical 32%	6	19	$950K
Saint Joseph Advisors LLC	Low 21%	8	38	$770K
Wakely Investment Management	Typical 32%	18	57	$1.5M
Journey Financial Management, LLC	Typical 29%	22	77	$750K
Federmann Financial Advisors Inc.	High 59%	34	58	$1.9M
Kris Lewicki & Associates, LLC	High 36%	21	58	$1.5M
Financial Life Designs LLC	High 41%	16	39	$970K
Knight Financial Investments	Very Low 0%	—	39	$330K
Managed Wealth Advisors	High 46%	18	39	$960K
Renew Family Wealth	Typical 23%	18	78	$1.2M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
VectorWealth	Low 21%	16	78	$540K
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Theory Planning Partners	Low 8%	5	59	$560K
Hyperion Wealth Management, LLC	Very High 75%	30	40	$950K
Preserve Private Wealth, LLC	Very High 88%	35	40	$2.2M
Sentinel Wealth Inc	High 45%	9	20	$1.7M
Walton Rahal CPAs PLLC	Very Low 0%	—	40	$1.9M
Waxman Financial	Typical 33%	13	40	$720K
Capco Asset Management, LLC	Very High 79%	65	82	$3.8M
Krehbiel Financial LLC	High 56%	23	41	$1.4M
Lexington Financial/Life Management, LLC	High 54%	22	41	$2.6M
Howland and Associates, LLC	High 55%	34	62	$2M
Aaron Brask Capital	Very High 100%	42	42	$1.8M
Bridgford Wealth Advisory, LLC	Typical 26%	11	42	$340K
Camerondowning, Inc.	Low 12%	10	84	$480K
CochranMickels Retirement Specialists, LLC	Low 21%	9	42	$720K
Fifth Set Private Wealth Management LLC	Very High 70%	44	63	$2.5M
Fleishel Financial Associates, Inc.	Very Low 0%	—	63	—
Tandem Capital Management, Inc.	Very High 86%	72	84	$2.9M
Yarash Global Solutions Inc.	Very Low 0%	—	21	$140K
Cogent Private Wealth	High 55%	47	85	$2.2M
Keystone Wealth Advisors, Incorporated	High 52%	33	64	$3M
Passage Global Capital Management, LLC	High 38%	24	64	$830K
Achieving Veritas LLC	High 38%	33	86	$820K
Attainable Wealth	High 44%	19	43	$1.1M
Elite Life Management LLC	Low 17%	15	86	$1.7M
GlassBead Capital Management LLC	Very High 100%	43	43	$3.2M
Grey Rhodes Advisors, LLC	Very Low 0%	—	43	$1M
Huff Wealth Management LLC	Very High 67%	29	43	$970K
Matthias Private Wealth, LLC	Very High 77%	33	43	$5.6M
Portfolio Audit, LLC	Typical 23%	10	43	$890K
BICE Wealth Management LLC	Very High 100%	65	65	$2.5M
TQM Wealth Partners	High 42%	27	65	$1.9M
AKPRIDE Financial Services	Low 20%	9	44	$560K
Couture Financial Inc.	Low 16%	7	44	$640K
Monocacy Wealth Management, LLC	High 38%	25	66	$520K
Parable Wealth Advisors	High 51%	45	88	$1.8M
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Mad River Investors	Very High 76%	68	89	$3.2M
Cypress Capital Group	Very High 82%	37	45	$1.4M
Marchand Faries Financial Management, Inc.	High 47%	42	90	$1.5M
Skyview Pinnacle	Very Low 0%	—	45	$230K
Benjamin Securities, Inc.	Very Low 7%	5	68	$490K
Lionsbridge Wealth Management LLC	Very High 60%	41	68	$1.8M
The Hendrickson Advisory Group, Inc.	Very Low 0%	—	68	—
Ashcraft Wealth Advisors LLC	Very Low 0%	—	46	$82K
Jackson Private Wealth Management, Inc.	Typical 22%	10	46	$350K
Maiden Cove Capital	Very High 100%	46	46	$2.7M
Mori Huston Partners	Very High 99%	68	69	$3.1M
Ponta Wealth Partners, LLC	Very High 65%	15	23	$9.1M
Walters Strategic Advisors, LLC	Typical 22%	10	46	$1.3M
Lane Generational LLC	Very High 68%	32	47	$2.5M
Lentz Advisors	High 55%	26	47	$840K
Livian & Co.	Very High 100%	47	47	$2.2M
Steadfast Financial Services	High 53%	25	47	$1.3M
Abacus Capital Advisors	High 52%	25	48	$2.5M
ACE Wealth Management LLC	Typical 31%	15	48	$300K
ARIA Corporation	Very High 63%	17	25	$950K
B1 Financial	Very High 93%	67	72	$550K
Bassam Wealth Management, LLC	Very High 100%	24	24	$8.7M
BlueSky Investment Advisers, LLC	Very High 67%	48	72	$330K
Forem Investments LLC	Very High 69%	33	48	$1.3M
Goar, Endriss & Walker, P.A.	Very Low 0%	—	24	$1.1M
Keen Capital, Ltd	High 50%	48	96	$1.5M
Red Hills Capital, LLC	Very High 60%	29	48	$1.2M
Tackett Wealth Management, LLC	Very High 60%	29	48	$1.4M
Soar Financial LLC	Very Low 3%	3	97	$150K
Cubic Advisors, LLC	High 43%	21	49	$950K
Inkwell Capital	High 59%	29	49	$1.5M
Docsa Capital Management, Inc.	High 38%	28	74	$1.3M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Global Kandor Advisors, LLC	Very High 70%	52	74	$6.5M
Frankly Finances	Very High 84%	21	25	$8.1M
New Horizon Retirement Advisors	Very Low 0%	—	50	$210K
O'Toole Strategic Investments LLC	Very Low 0%	—	50	—
Polley Wealth Management LLC	Low 20%	10	50	$380K
Sickle Hunter Financial Advisors	Very Low 3%	3	100	$450K
South Bay Financial Partners	High 54%	27	50	$2.3M
The Astorino Financial Group, Inc.	Very Low 0%	—	50	—
Third Eye Capital Management, LLC	Very High 100%	25	25	$4.9M
Vantage Wealth Management LLC	Very High 100%	50	50	$1.1M
Vista Way Advisors	Typical 24%	12	50	$730K
Taber Asset Management L.L.C.	Very High 100%	101	101	$1M
Ashford Investment Advisors	Typical 32%	24	76	$1M
Falker Investments Inc.	Very High 82%	42	51	$1.8M
Great Wealth Investments	Low 14%	7	51	$310K
Zuraw Financial	Typical 24%	12	51	$1.2M
QVG, LLC	High 52%	40	77	$1.2M
Cornerstone Investment Services	Typical 23%	18	78	$790K
Greybox Investments	Typical 31%	32	104	$1.3M
Johnson Private Wealth Management, LLC	Typical 33%	17	52	$650K
Meddent Solutions	Very High 100%	26	26	$1.1M
Michael L. Ball, CPA, LLC	High 37%	29	78	$1.1M
Lyons Wealth Management	Very Low 0%	—	106	$780K
Resnick Wealth Alliance, LLC	Very High 68%	36	53	$1.4M
Advanced Portfolio Design, LLC	High 39%	31	80	$1.3M
Sterling Wealth Advisors, Inc.	Very High 63%	50	80	$2.8M
Carl Domino Inc.	High 35%	19	54	$1.2M
Downshift Financial	Very High 100%	81	81	$2.7M
Fortitude Financial Planning LLC	High 46%	25	54	$1.1M
Kabat Advisory Group, LLC	Very Low 0%	—	81	—
The Table Financial Planning LLC	Low 9%	10	108	$530K
MARIVA Global Asset Management, LLC	High 50%	54	109	$670K
Plan & Act	Low 17%	14	82	$780K
Incline Investment Advisors, LLC	High 51%	56	110	$830K
Integrity Financial Strategies	Typical 24%	13	55	$430K
Integrity Wealth Management	Low 10%	11	110	$700K
Prosperity Wealth Strategies LLC	High 45%	25	55	$1.7M
Cela Wealth Management	Low 19%	16	83	$700K
Capview Advisors, LLC.	Very High 100%	28	28	$1.5M
Logan Financial Planning LLC	Typical 29%	16	56	$630K
NTV Asset Management, LLC	High 55%	31	56	$1.2M
One Wealth Investors	High 48%	54	112	$1.5M
BPP Wealth Solutions, LLC	Very High 64%	72	113	$2.2M
Creative Resources Investment Advisors LLC	Typical 24%	20	85	$200K
Alpha Advisors, LLC	Very Low 4%	2	57	$540K
ASI Wealth Advisors LLC	High 40%	23	57	$530K
Bonwell Capital Management, LLC	High 35%	20	57	$1.8M
Celaya Wealth Management	Very Low 0%	—	57	$420K
Fieldstone Money Management, Inc.	Low 11%	6	57	$170K
LMPG Wealth Advisors, LLC	Very High 75%	43	57	$2.3M
Tradition Investment Management, LLC	Low 14%	8	57	$310K
Copia Wealth Management Advisors, Inc.	Very Low 2%	2	86	$230K
Investment Management Services Group, LLC	Low 8%	7	86	$110K
Strategic Financial	Very High 80%	69	86	$0
Bethesda Financial Advisors, LLC	High 47%	27	58	$1.5M
Brooks Financial Advisory Group, Inc.	Low 10%	6	58	$260K
Colchester Investment Counsel LLC	Very High 66%	38	58	$2.2M
Excel Capital Management Corp	Very High 100%	58	58	$2.9M
Goi	Very High 67%	39	58	$1.9M
Lyons Investment Management	High 48%	14	29	$1.9M
Red Reef Advisors LLC	High 49%	43	87	$1.4M
RiverGlades Family Offices, LLC	High 59%	34	58	$2.9M
Sundial Wealth LLC	Very High 88%	51	58	$2.2M
Utopia Wealth Management, LLC	Very High 67%	39	58	$4.2M
Virji Investments, Inc.	Low 12%	7	58	$580K
Five Oceans Advisors	Very High 63%	74	117	$3.8M
Global Trust Wealth Management LLC	High 49%	43	88	$2.4M
Motive Wealth Advisors, LLC	Very High 66%	58	88	$4.1M
Marathon Financial Group	Very High 73%	86	118	$2.6M
Aureum Wealth Management, LLC	High 47%	42	89	$1.7M
Caleo Capital N.A. LLC	Low 8%	9	119	$910K
Catalyst Investment Management LLC	High 58%	35	60	$2.2M
Illumine Investment Management, LLC	Typical 32%	29	90	$2.1M
Legacy Family Office, LLC	Very High 87%	26	30	$2.1M
Meridian Financial Services, Inc.	Very Low 0%	—	60	$1.2M
Mooney Financial	High 40%	24	60	$1.5M
Mutual Trust Asset Mgmt., Inc.	Very Low 7%	8	120	$490K
Heritage Financial Advisory, LLC	Low 11%	7	61	$310K
Manhattan Wealth Management Group	Low 20%	12	61	$640K
Rockingstone Advisors	Very High 89%	54	61	$4.6M
Brennan Capital Management LLC	Typical 23%	14	62	$650K
Ceres Financial Group, Inc.	Low 18%	11	62	$480K
Dobson Street LLC	Very Low 0%	—	62	$140K
Genesis Advisors, LLC	Low 11%	14	124	$800K
Hurley Wealth Management Group, Inc	High 35%	11	31	$960K
Incomar Investments, LLC	Very High 82%	51	62	$1.5M
Envision Financial LLC	Very High 100%	125	125	$2.8M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Beaulieu & Associates, LLC	Low 21%	13	63	$680K
Century Business & Financial Services	Low 11%	7	63	$220K
Clarity Capital Advisors, LLC	Very High 87%	55	63	$5.7M
Domani Advisors	Very High 67%	42	63	$5.3M
Family Steward Wealth Consulting®	High 38%	24	63	$1.7M
Heron Equity Management, LLC	Low 13%	8	63	$81K
Lang Asset Management, Inc.	Very Low 0%	—	63	$270K
CIGX, LLC	Low 13%	12	95	$410K
Colarion	High 57%	54	95	$1.7M
ABW, LLC	Low 9%	6	64	$200K
Akar Capital Management, Inc.	High 52%	33	64	$910K
CFG Wealth Management Services Inc	Very High 64%	41	64	$1.3M
Nobles & Richards Advisors, LLC	Low 9%	11	128	$270K
Plan First Wealth LLC	Very High 67%	64	96	$1.5M
Drumond Wealth Management	Low 14%	18	129	$460K
Forza Wealth Management	Very High 60%	77	129	$3.2M
CS Advisors Inc.	Very High 64%	62	97	$1.2M
One Hopper Asset Management	Low 12%	8	65	$760K

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