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
The Private Client Advisory Group, LLC	Low 11%	14	130	$450K
Ralicki Wealth Management & Trust Services	Typical 31%	30	98	$1.2M
Princeton Asset Management, LLC	Very High 100%	66	66	$1M
TRG Capital Management, Inc.	High 38%	50	132	$720K
M Financial Planning Services, Inc	Very Low 0%	—	100	—
Miser Asset Management	High 36%	24	67	$830K
World Market Advisors	High 45%	30	67	$1.1M
Camelot Wealth Management, LLC	Very Low 7%	7	101	$660K
Eagle Wealth Advisors	Typical 31%	31	101	$1.6M
Tudor Advisors LLC	Low 13%	13	101	$120K
Integrated Wealthcare, LLC	High 39%	52	135	$1.4M
Bluestar Wealth Management	High 50%	34	68	$2M
Brass Capital	Typical 28%	19	68	$1.1M
Capstonewealth	Very High 100%	68	68	$720K
FAO Wealth Inc	Low 19%	13	68	$620K
Lowry Financial Advisors	Very Low 0%	—	102	—
The Quick Group LLC	Very High 100%	34	34	$2.2M
Pacific Global Investment Management Company	Typical 33%	45	124	$570K
SKadvisors, LLC	Typical 34%	46	137	$560K
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Avid Planning	High 35%	24	69	$850K
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low 21%	29	138	$620K
CayDen Wealth Management	Low 9%	9	104	$210K
Bulwark Capital Corporation	Very High 67%	47	70	$2.1M
Cornerstone Investment Management and Consulting, LLC	High 39%	27	70	$1.1M
Macro Strategy Advisors	Very Low 0%	—	35	$270K
Matriarch Wealth Management, LLC	Very High 69%	48	70	$3.6M
Renew Wealth Management LLC	Very High 100%	35	35	$1.6M
Tittmann & Rusch, LLC	Very Low 0%	—	70	—
ValuEngine Capital Management LLC	Very Low 0%	—	70	$250K
Washington Growth Strategies LLC	High 51%	18	35	$6.2M
Joseph Wealth Management, LLC	Very Low 2%	2	106	$76K
AFT, Forsyth and Company, Inc.	High 56%	40	71	$3.6M
Iron River Capital LLC	Typical 32%	45	142	$640K
Nottingham Wealth Partners, Inc.	Low 11%	16	142	$570K
Chiper Wealth Management, LLC	Very Low 0%	—	107	$1.2M
Rise Financial Partners	Low 13%	18	143	$400K
Cantu Tactical Wealth Management, Inc.	Very Low 0%	—	72	$710K
Cypress Asset Management, Inc.	High 53%	38	72	$2M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
Wise Stewardship Financial Planning, LLC	Typical 25%	9	36	$760K
WH Cornerstone Investments Inc.	Typical 33%	48	145	$1.3M
Wisdom Planning Group	Low 20%	22	109	$1M
Castle Island Wealth	Typical 23%	34	146	$800K
Gerstemeier Financial Group,LLC	High 59%	43	73	$1.9M
Hamilton Financial Planning LLC	Low 11%	8	73	$840K
Route 20 Private Wealth Inc.	Very Low 0%	—	73	$1.1M
Life Planning Partners, Inc.	Very High 76%	84	110	$3.2M
Lifepoint Planning	High 48%	53	110	$1.5M
Objective Capital Management, LLC	Very High 65%	72	110	$1.9M
Accurate Capital and Wealth LLC	Very Low 0%	—	147	$210K
Kingdom Capital Advisors, LLC	High 42%	31	74	$330K
Newell Wealth Management, LLC	Typical 26%	19	74	$670K
Tripletail Wealth Management	Very High 62%	46	74	$1.8M
Transition Financial Advisors Group, LLC	Very High 71%	106	149	$2M
American Family Legacy Group	Typical 29%	33	112	$400K
Eden Capital Management, LLC	Typical 31%	35	112	$850K
Catum Advisory Group, LLC	High 47%	35	75	$1.2M
Colefp	High 36%	27	75	$1.2M
Compass Rose Strategic Partners LLC	High 45%	68	150	$690K
Doxa Capital, LLC	Typical 33%	25	75	$930K
Lynx Advisory Partners	High 58%	66	113	$2M
Frontier Financial Partners, LLC	Low 18%	27	151	$280K
EDMP, Inc.	High 42%	48	114	$1.2M
Equity Advisors of Kentucky Inc	Low 18%	20	114	$1.2M
Fendz Asset Management, Inc.	Typical 24%	18	76	$150K
Financial Freedom	Very High 84%	96	114	$3.9M
LeClair Wealth Partners	High 53%	80	152	$2.4M
MHP Asset Management	Low 18%	14	76	$670K
Silver Lake Advisory Partners, LLC	High 59%	90	152	$2.1M
Financial Designs Wealth Management	Very High 67%	77	115	$1.5M
QP Wealth Management, LLC	Very High 71%	82	115	$3.5M
VSI Securities, Inc.	Very High 100%	77	77	$300K
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
Black Elm Advisers, LLC	Typical 33%	38	116	$140K
JEHM Wealth & Retirement, LLC	Low 9%	11	116	$560K
AIS Capital Management L.P.	Very High 97%	38	39	$4.4M
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Paracca Financial Group	Low 12%	9	78	$290K
Peak Investment Advisors, Inc.	Very High 64%	25	39	$5.9M
Solist Financial	Typical 28%	22	78	$1.1M
VaMa Oak Wealth, LLC	Typical 31%	36	117	$780K
APM Wealth	Typical 27%	21	79	$600K
Arbogast Financial Advisors, LLC	Low 14%	11	79	$640K
Green Era Financial LLC	Typical 28%	22	79	$430K
Intellicapital Advisors LLC	Very High 62%	49	79	$1.5M
Wise Wealth Management, LLC	High 47%	37	79	$1.5M
Compass Financial Group, Inc.	Very High 73%	87	120	$3.6M
Guardian Rock Wealth Investment Management, Inc.	High 50%	40	80	$570K
Advanced Tax & Investments, Inc.	Very Low 7%	6	81	$340K
Lifestyle Freedom Advisory Group, LLC	Typical 28%	45	162	$780K
Parker Financial Advisors LLC	Very High 68%	55	81	$2.7M
Kahn Financial Group	High 36%	44	122	$1M
Avalon	High 37%	15	41	$770K
Brightscape Investment Centers	Typical 32%	39	123	$1M
F5 Financial Planning, L.L.C.	High 54%	66	123	$1.4M
Investment Advisor Group	Low 8%	10	123	$660K
Lyon Capital Management, LLC	High 57%	47	82	$1.1M
Vestwyze, LLC	Very Low 0%	—	82	$110K
Bella Wealth Management, LLC	Very Low 4%	6	165	$450K
Blake Schutter Theil Wealth Advisors, LLC	High 48%	80	165	$2.1M
Strategic Asset Management Group Advisors	High 53%	66	124	$3.3M
T.T.G. Financial, Inc.	Very High 66%	110	166	$1M
Bortolussi Wealth Management, Inc.	Low 20%	25	125	$660K
William Howard & Co. Financial Advisors, Inc.	High 44%	73	167	$2M
Advanced Wealth Management	Low 18%	31	168	$660K
Pullen Investment Management	High 56%	47	84	$1.6M
Stout Wealth Advisory Group, LLC	Very Low 4%	5	126	$260K
Seascape Capital Management, LLC	Very High 88%	149	169	$2.7M
Beall Financial Planning, Inc.	Very Low 2%	2	85	$270K
Modern Wealth LLC	Very Low 0%	—	85	$290K
Allstreet Wealth	High 35%	45	128	$510K
Finance Wisdom	Very Low 2%	3	128	$460K
Bridge Generations Wealth Management	High 42%	71	171	$1.5M
AlphaQ Advisors	Typical 26%	22	86	$1.1M
D2 Capital Management	Very Low 5%	4	86	$280K
Flavin Financial Services, Inc.	Typical 27%	47	172	$1M
Holmes Investment Management, Inc.	Low 10%	13	129	$380K
Shaw Financial Solutions LLC	High 42%	36	86	$1.2M
Traub Capital Management	High 54%	70	129	$1.6M
Your Planning Partner LLC	Low 19%	16	86	$1.1M
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M
Integrity Wealth Advisors	Low 9%	12	130	$500K
Makke Financial Advisory Group	Typical 33%	43	130	$1.3M
Wiser Advisor Group	Very High 75%	97	130	$870K
Sound Financial Solutions LLC	Very Low 6%	5	87	$210K
AMG Wealth Management LLC	Low 10%	9	88	$260K
Chesapeake Capital Management, LLC	Typical 26%	45	176	$190K
Dinergy	Very Low 0%	—	88	$330K
Formulate Financial LLC	Very High 100%	44	44	$2.6M
Guide Financial Planning	Low 20%	26	132	$530K
Ocala Capital, LLC	Very Low 2%	2	132	$110K
Upper Left Wealth Management, LLC	High 59%	52	88	$1.8M
Vesta Wealth Management, LLC	Very High 86%	38	44	$7.6M
Tidal Creek Capital Advisors	Low 21%	37	177	$700K
Financial Advisory Partners, LLC	Very High 68%	91	133	$2.3M
Wittenberg Investments Inc.	Low 20%	26	133	$660K
Aventura Private Wealth, LLC	High 46%	82	178	$1.9M
Blue Chip Financial Advisors, LLP	Low 14%	25	178	$580K
Harvest Portfolio Management, LLC	Very Low 0%	—	89	$360K
Prince Asset Management, Inc.	Typical 26%	35	134	$1M
46 Peaks Investment Advisory Group	Very High 67%	91	135	$2M
Compass Capital Investments LLC	Low 12%	16	135	$100K
Gen Y Planning	Low 12%	11	90	$600K
J.S. Replogle & Associates LLC	Very Low 0%	—	90	$450K
MASH Financial Planning	Very Low 7%	3	45	$260K
Money Management Concepts Inc.	High 36%	32	90	$1.3M
Serenity Capital Advisors Inc.	High 58%	26	45	$1.4M
Sulzberger Capital Advisors, Inc.	High 54%	49	90	$1.3M
Vista Investment Management, LLC	High 43%	78	180	$1.6M
Strategic Wealth Management LLC	Very High 74%	134	181	$440K
Obrien Greene & Co Inc	Very High 65%	89	136	$2.4M
Aspen Financial Management, Inc.	Very Low 0%	—	91	$210K
BrightPath Wealth Advisors LLC	Typical 23%	41	182	$380K
Merited Wealth, LLC	Typical 28%	51	182	$970K
BLVD Private Wealth, LLC	Typical 34%	46	137	$1.6M
Peloton Capital Management	Very High 100%	138	138	$2M
SpraKer West Wealth Management, Inc	High 59%	82	138	$1.9M
Ridgeline Private Wealth	Typical 32%	60	185	$930K
Clear Harbor Wealth Management	Low 20%	19	93	$740K
First Light Wealth Advisors, LLC	Typical 29%	27	93	$1.2M
Luxon Brown	Low 10%	9	93	$430K
Three Sixty Wealth Management, LLC	Typical 29%	54	186	$1M
Gianola Financial Planning, LLC	Very Low 0%	—	140	—
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Messina Wealth Management, LLC	Typical 22%	21	94	$750K
Retire Agile	High 56%	105	188	$2.3M
Winslow Financial LLC	Typical 29%	55	189	$520K
Meadowbrook Advisors	High 57%	81	142	$2.3M
Northeastern Financial Consultants, Inc.	Typical 34%	32	95	$760K
Point Nemo Capital, LLC	Very High 86%	82	95	$1.1M
Wealthgen Advisors, LLC	Typical 31%	29	95	$1.4M
Sherman Wealth Management LLC	Typical 29%	41	143	$1.1M
Pelorus Financial, LLC	Low 14%	13	96	$490K
Personal Legacy Planners	Very Low 0%	—	145	—
Alternative Capitalis, LLC	Typical 34%	33	97	$1.1M
Asset Management Financial Services Inc.	High 38%	37	97	$810K
Cadence Wealth Partners, LLC	Low 18%	17	97	$450K
Lake Water Advisory, LLC	Low 16%	16	97	$610K
RWC for Life	Low 10%	10	97	$310K
You First Financial LLC	Very Low 4%	4	97	$230K
Waterrock Global Asset Management	High 36%	53	146	$500K
Clear Point Advisors, Inc.	High 56%	82	147	$1.7M
Gladwyn Financial Advisors, Inc.	High 48%	47	98	$1.7M
Wise Money Israel LLC	Typical 22%	11	49	$350K
Cambridge Financial Advisors, LLC	Typical 22%	44	197	$0
Heritage Advisors Group, Inc.	Typical 22%	32	148	$580K
RCPlanners	Low 12%	18	148	$540K
Holistic Finance LLC	Very Low 1%	1	198	$40K
Ecos Wealth Advisors	Low 19%	29	149	$560K
Santori & Peters	High 36%	71	199	$2.1M
Financial Trust Asset Management Chartered	Typical 25%	49	200	$630K
Pinafore Wealth Counsel Inc.	High 49%	49	100	$1.7M
Thurston Hall Investment Research, LLC	Low 10%	10	100	$780K
Elevation Wealth Partners LLC	High 45%	45	101	$2.1M
Haviland & Sams, LLC	Very High 79%	80	101	$0
Lakeshore Advisors	Very High 79%	80	101	$790K
Lisch Investment Management LLC	Low 14%	14	101	$620K
Pinnacle Wealth Management Group, Inc.	High 39%	79	203	$1.2M
ProAthlete Wealth Management LLC	Very High 91%	185	203	$2M
Aqua Advisors LLC	Very High 100%	51	51	$5.9M
CJW Capital, LLC	Typical 25%	38	153	$520K
Cornerstone Select Advisors, LLC	Low 20%	40	204	$660K
Rauch Advisory LLC	Very Low 5%	8	153	$290K
Resilient Asset Management	Very High 63%	32	51	$1.3M
Capstone Wealth Advisors, LLC	Very Low 0%	—	103	$110K
Krusen Capital Management, LLC	Very High 100%	103	103	$1.2M
Left Brain Wealth Management, LLC	High 46%	94	206	$1.6M
RiverTree Advisors, LLC	Typical 22%	23	103	$1.8M
Tower View Wealth Management LLC	Typical 34%	70	206	$1.5M
Nwk Group	High 51%	105	207	$2.1M
Opinicus	High 39%	80	207	$1.1M
Entelevest, LLC	High 49%	77	156	$910K
First Down Financial	Very High 100%	52	52	$1.1M
Five Rivers Financial Advisors, LLC	Low 20%	21	104	$530K
Intrinsic Investors LLC	Typical 22%	34	156	$830K
Landing Financial Group, Inc.	Very Low 0%	—	156	—
Ortman Financial Planning	Low 18%	19	104	$610K
Valor Wealth Partners	Typical 29%	45	156	$410K
Buffalo Valley Wealth Plus	Low 14%	30	209	$400K
Berg Faircloth Investment Advisors	Low 8%	8	105	$310K
IKE Capital, LLC	Very High 63%	66	105	$2.3M
Toptier Wealth Management	High 50%	52	105	$1.7M
Totem Wealth Management LLC	Very Low 0%	—	105	$120K
Genesis Wealth Management, Inc.	High 43%	46	106	$810K
Lashley Wealth Management	Very High 64%	34	53	$1.4M
Course Management Investment Advisors, LLC	Low 19%	30	160	$620K
Townsend Financial Planning	Typical 24%	38	160	$930K
Based Capital Wealth LLC	High 53%	57	107	$400K
BayTrust Wealth Management, LLC	Low 9%	20	214	$460K
Montgomery Investment Management Inc	Very High 100%	107	107	$4.6M
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
Optima Capital Management	Low 17%	36	215	$610K
DCJ Global Wealth Management	Typical 23%	25	108	$470K
Purtill Financial LLC	High 47%	76	162	$1.3M
Truesdell Wealth, Inc.	Low 17%	9	54	$92K
Vigil Wealth Management, LLC	High 45%	73	162	$880K
Craftwork Capital LLC	Low 18%	30	163	$620K
American Wealth Advisors, LLC	High 40%	44	109	$1.1M
HK Private Client, LLC	High 57%	62	109	$810K
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
Jepsen Financial	Very Low 0%	—	55	$640K
Raider Dennis Agency	Very Low 6%	10	165	$340K
The Tenret Company, LLC	Very High 65%	36	55	$4.1M
Secure Wealth, Inc.	Very High 77%	171	221	$600K
Avanti Wealth Management	Typical 22%	24	111	$430K
Advisor.Investments	High 47%	79	168	$1.2M
Arkagos Advisors & Asset Management, Inc.	High 50%	56	112	$580K
Campbell Asset Management, LLC	Typical 31%	52	168	$830K
Fruitage Financial LLC	Typical 25%	14	56	$1.4M
Poinciana Advisors Group, LLC	Very High 68%	76	112	$3.4M
Schrum Private Wealth Management, LLC	Low 19%	32	168	$1.1M
Wealth Advisors of Tampa Bay	High 44%	99	225	$2M
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Corinthian Partners Asset Management LLC	Very Low 3%	7	226	$180K
Aegis Wealth Management, LLC	High 39%	67	170	$1.1M
Prosperitus Wealth Advisors	Low 11%	25	227	$310K
D C Voss & Company, LLC	Very High 70%	40	57	$4.1M
Gunn & Company Investment Management, Inc.	Typical 34%	58	172	$1.2M
New England Research & Management, Inc.	High 44%	75	172	$1.6M
TruAdvisors	Low 19%	32	172	$770K
Bayview Investment Counsel, Inc	Very Low 6%	7	115	$270K
Ronald Gelok & Associates, LLC	Low 13%	30	230	$320K
Strivus Wealth Partners LLC	Typical 33%	57	173	$920K
Athena Advisor Services, LLC	Low 18%	32	174	$480K
Brilliant Advice, LLC	Very High 78%	90	116	$3.2M
Davis Capital Management	Very High 70%	163	232	$1.1M
Fortune Financial Group, Inc.	Typical 29%	50	174	$810K
Purewater Capital, LLC	Typical 27%	63	232	$640K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Cassedy Financial Group, Inc.	High 42%	74	175	$1.4M
Momentum Wealth Planning	High 42%	49	117	$1.7M
Fairscale Capital, LLC	Typical 31%	55	177	$1.2M
Forsythe Wealth Management, Inc.	Low 20%	24	118	$610K
American Harbour Wealth Management, LLC	Low 18%	32	178	$470K
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Estate Planners of New England, LLC	Low 15%	18	119	$440K
Gables Capital Management, Inc.	Very High 64%	76	119	$1.5M
Fortis Wealth Management	Very Low 0%	—	179	$380K
St. Johns Investment Management Company, LLC	High 46%	111	239	$1.5M
Andrew Hill Investment Advisors, Inc.	Typical 25%	60	240	$890K
FR Financial Advisors LLC	Typical 31%	37	120	$980K
Heritage Oak Wealth Advisors	Typical 26%	63	240	$1.4M
Lynx Capital Group Ltd	Very High 73%	44	60	$4.5M
Mos Capital, Inc.	High 48%	58	120	$1.9M
NUMA	High 40%	24	60	$3.2M
Shearwater Capital	Very High 67%	120	180	$2.3M
Washburn Capital Management Inc.	High 37%	67	180	$1.3M
Fairway Financial, LLC	High 40%	48	121	$1.3M
Ongoing Wealth Management	Very Low 6%	7	121	$260K
Sullivan Financial, LLC	Typical 23%	28	121	$770K
Southport Station Financial Management, LLC	High 46%	84	182	$1M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
SFG Wealth Advisors, LLC	Typical 22%	55	245	$750K
Banyan Global Investment Advisors, LLC	High 50%	61	123	$1.3M
Kinwell LLC	Typical 28%	34	123	$760K
ReliaStar Capital Management, Inc.	Very Low 7%	8	123	$270K
Nvest Wealth Strategies, Inc.	Typical 25%	47	185	$1.3M
SFM, LLC	High 40%	100	247	$1.6M
Atlantis Wealth Advisors LLC	Low 10%	25	248	$560K
Firelands Wealth Management, LLC	Low 13%	24	186	$380K
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Spinnaker Asset Management Inc.	Low 12%	23	186	$240K
Walen Financial Group, LLC	Very Low 0%	—	124	$0
Zenith Advisory Group, LLC	Low 13%	25	186	$620K
SmartPlan Investing	Very Low 0%	—	249	—
Integras Partners, LLC	High 43%	80	187	$1.3M
Together Planning	Typical 30%	56	187	$940K
Belleair Asset Management, LLC	High 36%	45	125	$1.9M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
On Point CRNA	Low 14%	18	125	$600K
Trinity Financial Services, Inc.	Typical 26%	32	125	$610K
Eminence Wealth Management Inc.	Typical 28%	70	251	$140K
Executive Money Managers, Inc.	Low 9%	22	252	$410K
Hicks Capital Management, LLC	Typical 26%	65	252	$1.4M
RDM Capital Associates Inc	High 39%	49	126	$1.2M
The Planning Group	Typical 24%	60	252	$1.1M
U.S. Private Wealth, LLC	Typical 33%	62	189	$1.1M
Affinity Wealth Management, LLC	Low 15%	28	190	$380K
C.L. Sheldon & Company, LLC	Typical 24%	31	127	$800K
Northbrook Financial	Low 19%	24	127	$680K
Peak Wealth Group LLC	Very Low 7%	9	127	$320K
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
Birchcreek Wealth Management, LLC	High 47%	89	191	$1.5M
Forecast Capital Management	Low 16%	30	191	$560K
Grant Koehler & Levin Ltd.	Very High 62%	118	191	$1.5M
Finances For Real Life	Typical 34%	44	128	$830K
River City Wealth Management	High 42%	54	128	$1.4M
Worcester Advisors	High 44%	85	193	$460K
Davis Private Wealth, LLC	High 55%	71	129	$1.4M
Eagles Coast Wealth Management, LLC	Low 9%	12	129	$390K
Cypress Capital	Low 11%	28	260	$450K
James I. Black & Company	Typical 32%	42	130	$1.1M
MD Investment Advisors	Very Low 4%	5	130	$260K
Asset Planning Corporation	Typical 23%	31	132	$760K
Campbell Financial Partners, LLC	High 45%	60	132	$1.5M
SOBITZ Financial Group, LLC	Low 10%	19	198	$440K
Fusco Financial Services Inc	High 36%	48	133	$1.1M
Ponte Vedra Wealth	Low 16%	21	133	$550K
Shellman Investment Management, LLC	Very High 70%	93	133	$1.4M
Timpe & Timpe Financial Advisory Services, L.L.C.	Typical 29%	39	133	$460K
Luken Investment Analytics, LLC	Typical 31%	83	267	$1.1M
East Coast Wealth Management, Inc.	Typical 30%	60	201	$760K
First Growth Capital LLC	Very High 76%	51	67	$1.9M
NFI, LLC	Low 10%	14	134	$450K
Retirement Capital Advisors	Very Low 0%	—	67	$170K
Audible Wealth Management	Very Low 3%	9	269	$150K
First Choice Financial Services LLC	Very Low 0%	—	269	—
Odiorne Point Asset Management, LLC	Very Low 0%	—	202	$330K
Cottage Street Advisors	High 38%	51	135	$2.5M
Greenshields Capital LLC	High 53%	71	135	$1.4M
The Wealth Advantage Group, Inc.	Typical 34%	46	135	$1.1M
Pinnacle Wealth Management, Inc.	Typical 26%	70	271	$440K
Black Cypress Capital	Typical 28%	19	68	$3.6M
Conservative Wealth Management LLC	Very High 82%	56	68	$5M
Skrobonja Wealth Management, LLC	Very Low 2%	4	204	$220K
Successful Portfolios LLC	Very Low 5%	10	204	$1.3M
J2 Capital Management, Inc.	High 37%	76	205	$890K
Antonetti Capital Management, LLC	Typical 25%	34	137	$920K
Excomp Asset Management Ltd	Typical 26%	36	137	$920K
Freedom Capital Advisors Inc	Very High 66%	90	137	$330K
Sarasota Capital Strategies,Inc.	Low 10%	14	137	$540K
Vision Capital Partners	Typical 31%	43	137	$1M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Davenport Watts & Drake Investment Advisors, LLC	Low 13%	26	208	$750K
Core Wealth Management, Inc.	High 47%	131	278	$1.4M
Financial Independence, LLC	Typical 31%	87	278	$1M
Partnership Wealth Management	High 45%	62	139	$1.7M
Zenith Advisory Group, LLC	Very Low 7%	10	139	$470K
Tableaux Wealth	Typical 29%	61	209	$1.1M
AJF Capital Management, Inc.	High 35%	97	280	$620K
Amida Wealth Advisors, LLC	Typical 23%	16	70	$770K
Approach Retirement Advisors, LLC	High 42%	59	140	$1.6M
McAllister Capital Management	High 44%	92	210	$1.5M
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
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
McDonough Capital Management, Inc.	Very High 62%	176	285	$850K
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
Position Wealth	Typical 34%	73	215	$1.1M
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
Aventus Investment Advisors, Inc.	High 39%	56	145	$940K
Nolan Capital Advisors LLC	Very Low 5%	7	145	$220K
Rooted Planning Group	High 37%	80	218	$700K
CAM Investor Solutions	Very High 70%	102	146	$1M
Dunham Lane Capital Partners LLC	High 49%	72	146	$780K
Aldebaran Capital, LLC	Typical 29%	42	147	$1.1M
Generations Wealth Design	Typical 33%	48	147	$350K
NexWealth LLC	Low 14%	20	147	$740K
First Investment Corporation	Low 13%	28	221	$300K
Pelican Wealth Advisors, LLC	Low 12%	26	221	$320K
Storms & Rowdon Financial Services, Inc.	Low 11%	24	222	$610K
Hudson Financial Advisors Inc	Very Low 0%	—	223	—
Core Wealth Advisors	Typical 29%	43	149	$960K
Farley Financial	Very Low 0%	—	149	$440K
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
Grand Central Investment Group, LLC	Typical 32%	72	227	$820K
Waystone Advisors LLC	Low 15%	45	303	$590K
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
Boca Wealth Advisors	High 57%	87	153	$2.2M
DRT Financial Advisors	Low 21%	32	153	$620K
The Personal Wealth Coach	Very Low 3%	8	230	$940K
Atlantic Wealth Partners, LLC	Very High 74%	227	307	$650K
Endurance Financial LLC	Low 17%	13	77	$450K
Stone Summit Wealth LLC	Very High 65%	150	231	$1.9M
Wilson Wealth Stewardship	Very Low 6%	9	155	$380K
Ideal Retirement Solutions	Typical 31%	97	311	$400K
Second 50 Financial	High 46%	71	156	$2.2M
Virginia Investment Advisory, Inc.	Low 16%	25	156	$520K
Rall Capital Management, Inc.	Typical 25%	40	157	$780K
Three Bearings Fiduciary Advisors, Inc.	High 47%	73	157	$1.3M
Cane Capital Partners, LLC	High 35%	109	315	$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
Kubhera Enterprises LLC	Very High 91%	216	238	$850K
DRS Wealth Management	High 36%	57	160	$460K
Farnsley Wealth Management, LLC	Very High 78%	62	80	$640K
Code Waechter LLC	High 41%	133	322	$1.3M
R.W. Roge & Company, Inc	High 38%	121	322	$1.2M
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
Dixon and Company Wealth Management, LLC	Low 10%	25	244	$250K
Stillwater Wealth Management Group LLC	High 39%	96	244	$780K
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
Networth Asset Management, Inc.	Low 18%	43	245	$420K
Emergent Global Investments	Low 16%	13	82	$280K
Wellington Adams Investment Advisory, LLC	Low 17%	57	328	$210K

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