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
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
ACA/Prudent Investors Planning Corporation	Low 8%	70	880	$400K
Plan Confidence Corporation	Very Low 0%	—	859	—
Kennon Financial	Low 11%	81	741	$400K
Greenbridge Partners LLC	Low 17%	107	648	$670K
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Wealth Management Corporation	Very Low 2%	39	1,641	$150K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
MFP Financial Services, LLC	Low 13%	168	1,284	$280K
Orca Wealth Management, LLC	High 54%	221	406	$420K
Livelsberger Financial Advisory	Very Low 2%	6	371	$450K
Northfort Financial, LLC	Very Low 0%	—	356	$330K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Dynamic Asset Management Group LLC	Very Low 5%	16	349	$240K
McKee Investment Planning, Inc.	Very Low 4%	27	647	$150K
Wiregrass Asset Management	Typical 34%	105	313	$300K
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Tower Wealth Partners	Low 16%	146	920	$480K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
Mann Financial Group	Low 17%	97	585	$560K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
Rhino Wealth Management	Low 10%	29	285	$280K
South Shore Investment Services LLC	Very Low 4%	22	570	$210K
Cramer & Rauchegger, Inc.	Low 11%	95	850	$180K
The Capital Group Fiduciary Advisors, LLC	Low 18%	51	283	$670K
Gulfcoast Financial Services, Inc.	Very Low 7%	19	282	$270K
Campbell Capital Management Inc	High 38%	101	265	$1.1M
Folionet Advisers LLC	Very Low 0%	—	1,058	$23K
Rockdale Financial Services, Inc.	Low 9%	24	262	$220K
Zinnia Wealth Advisory, LLC	Very Low 6%	31	512	$330K
Sandy Morris Financial & Estate Planning Services, LLC	Very Low 6%	45	767	$240K
Smith Asset Management Co., LLC	Very Low 5%	39	765	$360K
Provider Financial, Inc.	High 42%	210	505	$600K
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
Ransom Advisory	High 55%	137	250	$1.2M
Wakeful	Low 16%	40	250	$160K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Legacy Investment Advisors LLC	Very Low 2%	12	492	$120K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Old Forge Wealth Management, LLC	Low 10%	24	244	$400K
Barlas O'Reilly Wealth Management, LLC	Very Low 0%	1	730	$47K
Bankshop, LLC	Very Low 6%	14	240	$260K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Carpenter, Claydon Advisors, Inc.	Very High 79%	188	239	$1.1M
Des Moines Investments, LLC	Low 11%	75	700	$350K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Private Wealth Group, LLC	Typical 27%	62	228	$1.1M
Standfast Asset Management, LLC	Low 19%	43	227	$430K
RD Lewis Wealth Management	Typical 27%	121	451	$570K
Q Capital Solutions	High 37%	83	225	$940K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
Stock Management LLC	Low 18%	77	439	$320K
HFM INVESTMENT ADVISORS, Inc.	High 58%	127	218	$2.2M
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Peak Wealth Management, LLC	Low 19%	123	643	$690K
Ciovacco Capital Management	Very High 69%	147	214	$960K
44 North Capital, LLC	High 51%	217	425	$290K
Reap in Wealth Management, LLC	Very Low 0%	—	627	$55K
Valley Oak Investment Strategies LLC	Low 10%	21	209	$150K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Anchor Wealth Management Group LLC	High 45%	93	208	$1.1M
Vision Wealth Management, Inc.	Low 9%	36	416	$200K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Sterling Bridge Financial Group LLC	Very Low 6%	50	826	$160K
Align Wealth Advisors	Very Low 0%	—	205	$490K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Edwards Financial services	Very High 76%	310	410	$150K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Solomon API LLC	Very Low 2%	15	613	$280K
Guernsey Financial, LLC	Typical 29%	59	204	$0
Kirtland Financial Management, Inc.	High 46%	92	201	$1.9M
Virtus Financial Partners	Low 18%	111	602	$190K
The Pension Group	Very Low 2%	10	599	$300K
Aljen Asset Management LLC	Typical 23%	93	397	$410K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
Fund Advisors of America Inc	Very Low 5%	32	585	$260K
Plan to Prosper Wealth Management	Low 13%	51	390	$520K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
Spyrnal Financial Group	Low 9%	35	387	$370K
Magnolia Wealth Management LLC	Typical 26%	100	385	$480K
Cherry Creek Investment Advisors Inc	Typical 24%	93	381	$920K
Crossplan Money Management	Very Low 6%	12	190	$330K
Ingram Advisory Services, LLC	Very Low 6%	21	380	$290K
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
CND Financial	High 39%	73	188	$1M
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
The Holland Group, Retirement Wealth Advisors, LLC	Very Low 5%	38	744	$380K
American Financial & Tax Strategies, Inc.	High 43%	80	185	$1.5M
Privileged Planning Inc.	Very Low 6%	11	184	$220K
Taylor & Williams, Inc.	Low 10%	19	184	$500K
Alliance Wealth Advisors	Very Low 5%	17	366	$240K
Miami Valley Portfolio Management Inc	Low 12%	91	732	$260K
Lighthouse Retirement	Typical 26%	48	182	$1.6M
Skyview Financial Group, LLC	Low 11%	41	362	$790K
Bard Associates Inc	High 52%	93	180	$2.2M
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Financial Planning Center, LLP	Very Low 0%	—	354	—
Premier Private Wealth Management, LLC	Very Low 2%	13	698	$180K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Eaton Financial Group	Low 21%	72	347	$910K
Hall Capital Management Company, Inc.	Typical 23%	121	519	$730K
Andersen Wealth Management	Very Low 0%	—	691	$140K
Cornerstone Financial Consulting, LLC	Very Low 5%	25	512	$100K
Appalachian Capital Management	Low 15%	50	341	$500K
Avant Capital, LLC	Low 20%	67	339	$510K
Straight Forward Wealth Management, LLC	Very Low 1%	2	339	$130K
Udine Wealth Management Inc.	Typical 34%	115	338	$810K
Steady Returns	Typical 22%	75	336	$480K
Tim Looney Investments, LLC	Typical 24%	123	504	$970K
Investment Management & Planning LLC	Very High 62%	314	503	$470K
Main Street Asset Management LLC	Very Low 0%	—	167	$94K
STM Asset Management LLC	Very Low 0%	—	498	$92K
Madden Advisory Services, Inc.	High 37%	122	331	$810K
Fellowship Financial Group	Very Low 7%	33	489	$340K
Unified Wealth Management LLC	Low 10%	31	325	$460K
Proper Wealth	High 46%	224	485	$260K
Second Half Financial Partners, LLC	Low 9%	46	485	$260K
Armada Advisors	Low 14%	44	323	$420K
Sard Wealth Management Group, LLC	High 49%	155	319	$1.4M
Pawleys Investment Advisors, LLC	Low 17%	55	315	$270K
Lake Tahoe Wealth Management, Inc.	High 35%	109	314	$910K
Orion Investment Co	High 56%	350	627	$690K
Gineris Wealth Management	Low 10%	30	312	$280K
Kellett Wealth Advisors, LLC	Low 11%	50	465	$680K
B&E Investment Advisers, Inc.	Very Low 0%	—	462	—
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
North Compass Financial Advisors, LLC	Low 13%	40	308	$440K
Baron Financial Group LLC	High 35%	106	306	$1.2M
Stage 2 Planning Partners LLC	Low 8%	23	306	$340K
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Asset Solutions, Inc.	Very Low 7%	22	300	$330K
Kaizen Wealth Management, LLC	Very Low 0%	—	450	—
Timmons Wealth Management	High 40%	60	150	$1.2M
Mercurio Wealth Advisors	Very Low 3%	15	446	$320K
Capstone Investment Management LLC	High 36%	108	296	$320K
Ferris Wheel Finance, Inc.	Very Low 3%	9	296	$140K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Canty Financial Management, Inc.	High 44%	195	443	$540K
Semus Wealth Partners, LLC	High 35%	52	147	$1.8M
D & G Advisory Group, L.L.C.	Typical 31%	90	293	$650K
Peak Capital Management	Low 8%	23	293	$290K
Castle Financial & Retirement Planning Associates Inc	Typical 23%	33	146	$740K
David P. Gilliam & Associates, Inc.	Low 15%	65	438	$400K
Greycliff Wealth Management, LLC	High 40%	58	146	$550K
Thames Financial Management	High 36%	106	292	$1M
VCM Wealth	High 51%	149	291	$360K
Great Lakes Benefits and Wealth Management	Low 10%	30	290	$240K
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Wood Tarver Financial	Typical 26%	148	575	$800K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Tudor Financial, Inc.	Low 17%	74	431	$590K
Finish Well RIA LLC	Low 8%	22	287	$340K
Kaplan Wealth Management, Inc.	Typical 30%	86	287	$310K
Sky Alpha Asset Advisors	Very High 67%	191	286	$540K
Waypoints Financial	Very Low 7%	32	428	$360K
Callahan Wealth Advisory	High 35%	100	285	$1.2M
Mariaca Wealth Management, LLC	Low 17%	49	285	$790K
Center for Asset Management, LLC	Typical 30%	84	284	$900K
Phillips Wealth Management LLC	Very Low 6%	16	284	$310K
McCulley Financial Group, LLC	Low 16%	22	141	$720K
Summit Wealth Group, LLC	Low 20%	56	282	$650K
Lebens Advisory Group LLC	Low 14%	20	140	$380K
Libertas Wealth Management Group, Inc.	Low 8%	21	280	$520K
Brisbois Capital Management LLC	Very High 60%	83	138	$700K
Haas Financial, Inc.	Typical 22%	31	138	$710K
Bautis Financial, LLC	Low 10%	27	275	$720K
Regatta Research & Money Management L.L.C.	Low 11%	60	550	$380K
Dougherty Investment Advisors	Very High 92%	380	412	$340K
AMFG Wealth Management LLC	Very Low 2%	11	547	$98K
Brightwater Advisory, LLC	High 47%	127	273	$1.1M
Pearl Wealth Group	Low 8%	23	273	$380K
HYJC Capital of WNY	Typical 25%	67	272	$300K
LDN Wealth, LLC	Typical 25%	69	271	$0
Agemy Wealth Advisors, LLC	Typical 27%	111	404	$320K
Momentum Wealth Management	Very Low 6%	17	269	$240K
Trendscast Financial LLC	Very Low 4%	12	267	$94K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Kennedy Wealth & Tax Management, LLC	High 44%	58	133	$1.6M
Royal Oak Financial Group	Typical 30%	119	399	$920K
Secure Planning, LLC	Very Low 4%	19	529	$350K
Applied Capital	Typical 29%	76	264	$600K
Old Oak Financial Planning, Inc.	Low 19%	50	264	$610K
Richard P. Doleva & Associates	Low 14%	38	264	$0
Dorman Financial Management, P.A.	Typical 22%	58	262	$600K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Rice Wealth Management Group, Inc.	Low 20%	26	130	$700K
RM Financial Services, LLC	Typical 31%	119	390	$600K
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Kirtland Hills Capital Management, LLC	Very High 65%	166	256	$1.4M
Neu Wealth Group	Typical 30%	39	128	$2.2M
M1 Capital Management LLC	Typical 27%	105	383	$1M
Digital Asset Investment Management	Low 9%	24	255	$310K
LifePlan Financial, LLC	Typical 25%	63	255	$550K
Reshape Wealth	Very High 69%	88	127	$1.8M
BARR Financial Services, LLC	High 38%	97	253	$1.1M
M&M Wealth Management, LLC	Typical 25%	62	251	$330K
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Physician Family Financial Advisors Inc	High 43%	160	376	$760K
Rik Saylor Financial, Inc.	Typical 26%	96	376	$520K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
GuidedQuest, LLC	Very Low 0%	—	247	—
McInerney Investment Advisors	Very Low 0%	—	494	—
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
Kenneth Frenke & Co	Typical 24%	58	245	$840K
Harvest Investment Advisors, LLC	High 35%	43	122	$1.6M
Private Client Asset Management, Inc.	High 38%	92	244	$740K
Florin Pensions LLC	Very Low 0%	—	485	—
Aptus Wealth Management, LLC	High 38%	92	242	$380K
Oliver Wealth Management	Low 17%	83	484	$690K
Rinaldi Wealth Management, Inc.	High 36%	131	363	$670K
The Sherwin Group	Low 9%	21	242	$160K
Wealth Management Advisors, inc.	Low 12%	29	242	$190K
Northstar Advisory Group, LLC	Typical 31%	113	361	$1M
Atlantic Family Wealth, LLC	High 57%	137	240	$740K
Baobab Wealth Management	Very Low 6%	14	240	$290K
Courtesy Investment Advisory Services LLC	Very Low 0%	—	120	—
The David J. Yvars Group Inc.	Typical 30%	141	476	$630K
The Keystone Financial Alliance, LLC	Very High 63%	75	119	$1.4M
Warther Private Wealth	Typical 24%	56	237	$1.4M
Carolina Financial Advisors, Inc.	Low 10%	46	473	$510K
Lifecraft Wealth Management	Typical 23%	27	118	$550K
Revision Wealth Management LLC	Very Low 0%	—	118	$110K
Condon Wealth Management, Inc.	High 35%	82	234	$510K
Aldebaran Financial Inc	Low 12%	43	350	$580K
Stawnychy Financial Services, Inc.	Typical 22%	25	116	$980K
Concorde Financial Resources	Typical 32%	74	231	$980K
Safe Harbor Fiduciary, LLC	Typical 22%	77	346	$380K
The Mustico Financial Group, Inc.	Low 15%	69	460	$680K
Personal Financial Profiles Inc	High 52%	119	228	$1.4M
Peachtree Investment Partners, LLC	High 36%	82	227	$1.4M
Principium Investments LLC	Typical 22%	51	227	$930K
Bondwire	Very Low 5%	11	226	$200K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Everest Financial Advisors, LLC	Low 9%	20	225	$280K
Lavish Financial Planning	High 47%	105	225	$160K
Ipsen Advisor Group	Low 14%	47	337	$670K
American Community Wealth Management, LLC	High 54%	244	449	$400K
Tumolo Wealth Management LLC	Very Low 7%	31	449	$300K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Clover Leaf Financial LLC	Low 11%	25	223	$340K
Cox & Cook Wealth Advisors	Typical 28%	63	223	$540K
Trombley Wealth Management	Low 8%	17	222	$370K
Chronos Wealth Management, L.L.C.	High 37%	82	221	$1.2M
Meredith Wealth Planning	High 52%	116	221	$2.1M
BNB Wealth Management, LLC	Typical 34%	152	441	$460K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
Future Financial Wealth Management Group, LLC	Typical 27%	58	218	$890K
Kingsman Wealth Management Inc.	Typical 25%	53	216	$1.1M
MFG Wealth Management, Inc.	Low 9%	29	324	$400K
Sara-Bay Financial Corp.	Very Low 3%	11	324	$1.2M
Eastwind Capital Wealth Management	Very Low 5%	16	323	$280K
Xcel Wealth Management, LLC	Typical 24%	79	323	$1.5M
American Retirement & Investment Strategies, LLC	Typical 23%	49	215	$480K
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Saperston Legacy Advisors, Inc.	Typical 31%	134	429	$420K
Core Alpha, Inc.	Very Low 0%	—	321	$450K
Reality Financial Planning Services, LLC	Low 15%	33	214	$570K
Syntax Research, Inc.	High 40%	43	107	$1.8M
Finer Wealth Management, Inc.	High 37%	78	213	$1.4M
RWA Advisors	Very High 68%	145	213	$470K
Caruso and Company, P.A., Certified Public Accountants	Very High 81%	86	106	$350K
Wealth Pro Advisors, Inc.	Very High 62%	132	212	$1.5M
Live Oak Investment Partners	Low 21%	67	317	$670K
Targeted Financial Services, LLC	Low 15%	65	422	$610K
Fernandez Wealth Management	Low 16%	17	105	$480K
Templeton Financial Services Inc.	Very High 100%	315	315	$1.4M
Witt Financial Group, LLC	Typical 27%	86	314	$510K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
Gragg Financial	Low 18%	55	310	$510K
FamilyWealth Asset Management	Very Low 7%	29	413	$300K
Inversiones Sura	Very Low 6%	26	413	$340K
Newman Ladd Capital Advisors, LLC.	Low 10%	21	206	$520K
Saul Wealth Advisors, LLC	Very High 62%	64	103	$1.9M
Common Cents Wealth Management, LLC	Low 17%	35	205	$550K
Sandhill Wealth Management, Inc.	Low 17%	34	205	$460K
Forefront Asset Management, LLC	Low 10%	31	307	$440K
Sage Investment Advisers LLC	Typical 24%	75	307	$870K
DiPaolo Financial Group, Inc.	Low 18%	73	408	$410K
Norseman Advisory Group, Inc.	Very Low 6%	6	102	$410K
Stillblue Financial Partners, LLC	Very Low 6%	12	203	$530K
Hull Wealth Management	Low 16%	33	202	$690K
Barnett Capital Advisors LLC	Low 19%	39	201	$520K
Milinovich & Co., Inc.	Low 10%	30	301	$330K
Enright, Mollin, Cascio & Ramusevic, Inc.	High 55%	55	100	$2.7M
Hayek Kallen Investment Management L.L.C.	Low 11%	21	200	$2.1M
Merryfield Barnes, LLC	Low 20%	40	200	$590K
Winthrop Partners - WNY, LLC	Low 15%	44	299	$620K
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Fiduciary Capital, Inc.	Low 11%	33	298	$230K
Arrow Wealth Advisors	Typical 22%	44	198	$530K
Law & Associates Inc	Low 18%	54	297	$1.1M
Oda And Company, Inc.	Low 17%	33	197	$640K
Eagle Financial Strategies	Low 15%	45	294	$470K
Financial Guidance Group, Inc.	Typical 24%	70	291	$980K
Styre Wealth	High 35%	67	194	$1.1M
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
Family First Financial Planning	Very Low 0%	—	193	—
Unify Financial Advisors	Low 18%	35	193	$800K
VCP Financial LLC	Very High 65%	252	385	$290K
Daniel Krug & Associates	Typical 29%	55	192	$760K
Lodestone Wealth Management LLC	Typical 34%	99	287	$1.2M
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	High 41%	118	287	$540K
Bond Financial Group, Inc.	Very Low 6%	11	191	$290K
Capstone Wealth Management Corp.	Low 8%	24	286	$380K
JW Thompson Investments LLC	Low 20%	38	190	$160K
Newcorp Wealth Management	Typical 23%	43	190	$740K
Waterstone Financial Advisory LLC	Typical 24%	67	285	$880K
Elevation Advisory Partners LLC	Low 15%	58	378	$600K
First Financial Group	Typical 24%	89	378	$840K
Skybox Financial Group LLC	Low 11%	21	189	$400K
Blue Jay Financial Group, LLC	Low 8%	23	283	$400K
Elm3 Financial Group, LLC	Typical 23%	66	282	$660K
WealthPoint Advisors	Low 8%	30	375	$380K
Asset Protection Group	Low 9%	17	187	$330K
Blue Point Financial, Inc.	High 36%	68	187	$780K
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
IMZ Advisory Inc.	Typical 34%	125	372	$800K
Steelhead Wealth Management	High 37%	103	278	$1.2M
An Exceptional Life Financial, LLC	Low 14%	53	370	$690K
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Hale & Doerr Wealth Management LLC	Very Low 7%	13	185	$260K
Peninsula Asset Management Inc	High 42%	77	185	$1.5M
Wisdom Financial Planning	Typical 31%	57	185	$900K
Cassilly Financial	High 52%	96	184	$730K
Magnolia Financial Planning Services, Inc.	Typical 32%	88	276	$760K
St. Nicholas Private Asset Management, Inc.	Very High 100%	92	92	$1.6M
Legacy Financial Services Group, Inc.	Low 19%	35	183	$660K
Key Capital Advisors, Inc.	Very High 100%	91	91	$770K
The Alchemists, LLC	Very Low 3%	3	91	$280K
Double Diamond Investment Group, LLC	Very High 72%	65	90	$720K
Quantum Private Wealth, LLC	Very High 63%	57	90	$4.6M
Moseley Investment Management, Inc.	Typical 31%	113	359	$1.2M
Giverny Capital Advisors	High 54%	96	179	$1.8M
Northstar Financial Planners, Inc.	Typical 26%	94	358	$850K
Naples Money Management LLC	High 35%	62	178	$910K
Invested Advisors	Typical 23%	62	266	$830K
MF Advisers, Inc.	Very Low 2%	4	177	$200K
Legacy Planning Advisors, LLC	Typical 28%	75	265	$880K
Independent Wealth Management, LLC	High 35%	61	176	$1.2M
Mutual Trust Advisory Group	Typical 28%	50	176	$940K
Fairlane Investment Advisors Inc	Low 19%	33	175	$460K
Copperwood Financial	Low 18%	46	262	$450K
Almega Wealth Management	Low 14%	36	261	$450K
Quantumvest, Inc.	Low 17%	29	174	$230K
Genesis Wealth Management	Very Low 2%	7	347	$150K
Dragus Capital, LLC	Very High 93%	80	86	$2.6M
Safe Harbor Wealth Management, LLC	Very Low 1%	2	172	$170K
Elevation Wealth Partners, LLC	Very Low 0%	—	171	$310K
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
M3 Advisory Group, LLC	Very High 90%	307	341	$900K
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Mainstream Capital Management	High 35%	60	170	$1.3M
Opulus	Low 19%	33	170	$520K
Core Partners	Very Low 4%	10	254	$180K
Agnello Financial Group, Inc.	Typical 33%	56	169	$2.1M
URS Advisory	Very High 73%	52	169	$950K
The Jenkins Group	High 36%	91	251	$1.1M
Integrity Wealth Management, Inc.	Typical 23%	39	167	$980K
JB Meridian Advisors, LLC	Low 11%	18	167	$220K
HFG Capital	Very Low 0%	—	166	$79K
Rowley Financial	Low 18%	30	166	$590K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Golden Road Advisors LLC	Typical 31%	77	248	$940K
Bay Capital	Low 16%	26	165	$330K
Emergent Global Investments	Low 16%	13	82	$280K
Wellington Adams Investment Advisory, LLC	Low 17%	57	328	$210K
Networth Asset Management, Inc.	Low 18%	43	245	$420K
The Palmer Knight Company	High 52%	84	163	$1.8M
Wealthspan Investment Management, LLC	Low 8%	26	326	$290K
WMGNA	Typical 30%	98	326	$1.1M
Dixon and Company Wealth Management, LLC	Low 10%	25	244	$250K
Stillwater Wealth Management Group LLC	High 39%	96	244	$780K
LodeStar Advisory Group, LLC	Low 21%	34	162	$570K
Northpeak Financial, Inc.	Low 12%	20	162	$410K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
Code Waechter LLC	High 41%	133	322	$1.3M
R.W. Roge & Company, Inc	High 38%	121	322	$1.2M
DRS Wealth Management	High 36%	57	160	$460K
Farnsley Wealth Management, LLC	Very High 78%	62	80	$640K
Kubhera Enterprises LLC	Very High 91%	216	238	$850K
Cohen Investment Advisors, LLC	High 35%	82	237	$1.1M
NestEgg Advisors, Inc.	High 43%	102	237	$1.2M
Prudent Financial Planning	Low 18%	14	79	$220K
Way Street Financial, LLC	Typical 24%	19	79	$430K
Cane Capital Partners, LLC	High 35%	109	315	$850K
Rall Capital Management, Inc.	Typical 25%	40	157	$780K
Three Bearings Fiduciary Advisors, Inc.	High 47%	73	157	$1.3M
Second 50 Financial	High 46%	71	156	$2.2M
Virginia Investment Advisory, Inc.	Low 16%	25	156	$520K
Ideal Retirement Solutions	Typical 31%	97	311	$400K
Wilson Wealth Stewardship	Very Low 6%	9	155	$380K
Endurance Financial LLC	Low 17%	13	77	$450K
Stone Summit Wealth LLC	Very High 65%	150	231	$1.9M
Atlantic Wealth Partners, LLC	Very High 74%	227	307	$650K
The Personal Wealth Coach	Very Low 3%	8	230	$940K
Boca Wealth Advisors	High 57%	87	153	$2.2M
DRT Financial Advisors	Low 21%	32	153	$620K
Allied Private Wealth	Very High 89%	203	228	$980K
Dunnavan & Co.	Typical 32%	73	228	$1.4M
Hurlburt Financial	Low 12%	18	152	$420K
Spinosa Wealth Management Group	High 38%	58	152	$1.3M
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Waystone Advisors LLC	Low 15%	45	303	$590K
Grand Central Investment Group, LLC	Typical 32%	72	227	$820K
Keating Investment Counselors Inc	High 57%	85	150	$1.7M
Miller, Gesko & Company Inc.	High 53%	40	75	$2.3M
The Marin Group Inc.	Low 17%	26	150	$800K
Trusttree Financial LLC	Typical 33%	50	150	$520K
Core Wealth Advisors	Typical 29%	43	149	$960K
Farley Financial	Very Low 0%	—	149	$440K
Hudson Financial Advisors Inc	Very Low 0%	—	223	—
Storms & Rowdon Financial Services, Inc.	Low 11%	24	222	$610K
First Investment Corporation	Low 13%	28	221	$300K
Pelican Wealth Advisors, LLC	Low 12%	26	221	$320K
Aldebaran Capital, LLC	Typical 29%	42	147	$1.1M
Generations Wealth Design	Typical 33%	48	147	$350K
NexWealth LLC	Low 14%	20	147	$740K
CAM Investor Solutions	Very High 70%	102	146	$1M
Dunham Lane Capital Partners LLC	High 49%	72	146	$780K
Rooted Planning Group	High 37%	80	218	$700K
Aventus Investment Advisors, Inc.	High 39%	56	145	$940K
Nolan Capital Advisors LLC	Very Low 5%	7	145	$220K
Capital Financial Advisors of New York, LLC	Very High 60%	87	144	$1.8M
Laguna Wealth Advisors, LLC	Low 16%	46	288	$540K
Personalized Financial Solutions LLC	Typical 29%	42	144	$990K
Salem Advisory Group LLC	Low 9%	27	288	$250K
Position Wealth	Typical 34%	73	215	$1.1M
ILG Private Wealth, Inc.	Low 10%	15	143	$580K
Statetrust Capital, LLC.	High 36%	52	143	$490K
Stronghold Wealth Management L.L.C.	Typical 31%	44	143	$1.2M
McDonough Capital Management, Inc.	Very High 62%	176	285	$850K
Bull Bear Investment Management LLC	Typical 22%	31	142	$470K
Nathan G. Hanna, LLC	Very Low 3%	4	142	$220K
RM Private Wealth Management	Very High 100%	71	71	$4.8M
Sanchez & Zures, LLC	High 44%	63	142	$1.7M
ST. John & Associates, Inc.	Typical 30%	43	142	$860K
The Bendix Financial Group, Inc.	High 37%	79	211	$930K
The Financial Center, LLC	Very Low 0%	—	211	—
Third Eye Associates, Ltd	High 39%	82	211	$0
AJF Capital Management, Inc.	High 35%	97	280	$620K

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