HNW client percentage for Supported firms serving clients in Illinois

Supported firms active in Illinois 408 firms

Very Low 0%-10%

Low 10%-24%

Typical 24%-37%

High 37%-58%

Very High 58%-94%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Armstrong & Associates, Inc.	—	—	—	—
Blue Cedar Advisors LLC	—	—	—	—
Cambier Capital, LLC	—	—	—	—
Cruz Investments & Wealth Management	—	—	—	—
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
JMC Wealth	—	—	—	—
Rail-Splitter Capital Management LLC	—	—	—	—
Rive Capital Advisors LLC	—	—	—	—
SCV Capital LLC	—	—	—	—
Swartz Wealth Management LLC	—	—	—	—
Tenet Wealth Partners, LLC	—	33	379	—
Tim Reeves & Associates	—	—	—	—
Wells Street Advisors, LLC	—	—	—	—
Grassland Capital, LLC	Very Low 0%	—	1	$80K
M3Sixty Capital, LLC	Very Low 0%	—	3	$61K
Ziv Investment Company	Very High 100%	1	1	$1.2M
NorthPointe Financial Advisors LLC	Very Low 0%	—	5	—
Optimized Capital LLC	Low 20%	1	5	$780K
Investment Consulting Services, LLC	Very High 100%	6	6	—
Retirement Planners, Inc.	Very Low 0%	—	3	—
Investamily, LLC	High 57%	4	7	$330K
Rudwall Wealth Management LLC	High 55%	6	11	$2M
Apis Financial Group, LLC	Typical 25%	2	8	$510K
Cannata & Company, LLC	Very Low 0%	—	8	—
Ardor Investment Management Consulting	Very Low 0%	—	9	$210K
JT Asset Allocation LLC	Very Low 0%	—	9	$320K
Oak Mountain Advisors	Very High 100%	10	10	$3.6M
Momentum Wealth Management	High 56%	9	16	$1.2M
Benari Capital, LLC	High 55%	6	11	$1.5M
Apex Quantitative Group, LLC	Very Low 0%	—	6	$280K
Front Edge Capital Management, LLC	Very High 100%	12	12	$7M
Grantd Wealth, Inc.	Low 22%	4	18	$180K
Dakota Asset Management, LLC	Very High 64%	9	14	$1.2M
Stevard LLC	Very High 93%	13	14	$3.1M
Coral Reef Advisors LLC	Very High 80%	12	15	$5.3M
Kai Wealth LLC	Very High 74%	17	23	$12M
Stabile Investment Management	Very High 83%	19	23	$4.2M
The Invictus Collective, LLC	Very High 100%	16	16	$29M
Laureate Wealth Management, LLC	Very High 100%	34	34	$3.2M
Dillow Wealth Management LLC	Very High 78%	14	18	$5.9M
Kisher Capital, LLC	Very Low 0%	—	27	$200K
Bull & Bear Advisors LLC	High 38%	14	37	$660K
Asbury Research LLC	Very Low 0%	—	19	$580K
Freund & Co Investment Advisors, L.C.	Very High 63%	12	19	$1.4M
Vogel Consulting, LLC	Very Low 0%	—	19	—
Aurelien Capital Partners	Very High 59%	17	29	$950K
Legacy Financial Group	Typical 34%	10	29	$690K
Simplified Wealth Management, LLC	Very Low 0%	—	29	$800K
J. Lyons Fund Management, Inc.	Low 20%	4	20	$260K
Zephyr Capital LLC	Very High 100%	10	10	$900K
HIP Investor, Inc.	High 52%	16	31	$690K
Joselit Asset Management	Very High 100%	22	22	$2.8M
Lestna Retirement, LLC	Very Low 0%	—	22	$130K
RightWise Wealth	Very Low 0%	—	35	$220K
Springtide Partners	Very High 79%	19	24	$1.9M
Geneva Financial Group LLC	Very Low 0%	—	25	$270K
Kuhn & Company Investment Counsel, LLC	Very High 64%	32	50	$2.5M
Wall Street Capital Advisors, LLC	Very Low 0%	—	25	$140K
Gatens Financial, LLC	Very High 58%	15	26	$1.6M
Conifer Bay Capital LLC	Very High 81%	22	27	$3.3M
Blackwatch Financial Group, LLC	High 57%	16	28	$1M
Impact Financial	Typical 34%	10	29	$890K
Longwall Family Office	High 45%	20	44	$9.1M
Clearview Wealth Solutions, LLC	High 47%	14	30	$1.4M
I2 I Analytics, LLC	Very High 77%	23	30	$3M
Peak Wealth Planning, LLC	High 47%	14	30	$2.2M
Wealth Strategies Counselors, Inc	Typical 27%	8	30	$0
Millennial Wealth Advisors	Very High 94%	29	31	$2.3M
Sankota Capital LLC	Very High 90%	28	31	$1.7M
Western Pacific Wealth Management, LP	High 53%	17	32	$6.4M
Ahlbeck Financial	Typical 24%	8	33	$240K
Kenney Investments Inc	Very High 94%	31	33	$9.9M
Stapleton Asset Management, LLC	Very High 79%	26	33	$940K
Bondurant Investment Advisory, LLC	Very High 75%	38	51	$2.1M
Echelons Capital, LLC	High 53%	18	34	$4.6M
CB3 Financial Group, Inc.	Typical 29%	10	35	$840K
Vital Capital LLC	Low 21%	15	71	$940K
Wealth Management Services,LLC	Typical 33%	12	36	$390K
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Mulberry Capital Management LLC	Very High 100%	37	37	$1.9M
RISE Investment Management, LLC	High 54%	20	37	$930K
Eagle Point Capital LLC	Typical 34%	19	56	$370K
Park River Advisors	High 39%	15	38	$1.2M
Tree City Investments, Inc.	Very High 61%	23	38	$1.1M
McKenna Capital, Inc.	Very High 59%	23	39	$1.8M
Signet Private Wealth, LLC	High 47%	37	78	$2.3M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
Avocet Capital Management LLC	Very High 93%	37	40	$3.9M
Firethorn Capital, LLC	Very High 73%	29	40	$1.1M
Versatile Capital Management L.L.C.	Very High 75%	30	40	$3.1M
Sound Asset Management, Inc.	High 49%	20	41	$2.7M
Twombly Asset Management LLC	Very High 68%	28	41	$1.3M
Windrock Wealth Management	Very High 61%	51	83	$4.4M
Bridgford Wealth Advisory, LLC	Typical 26%	11	42	$340K
Composure Wealth Management, LLC	High 48%	20	42	$2M
Passage Global Capital Management, LLC	High 38%	24	64	$830K
Equilus Group Inc	Low 15%	13	86	$300K
SeedSafe Financial LLC	High 56%	48	86	$1.5M
Williams Capital Management Company	Very High 100%	22	22	$10M
Buss Capital Management, LLC	Low 13%	6	45	$560K
Legend Private Wealth, LLC	Very High 67%	30	45	$1.6M
Lemme Investment Group, LLC	Low 18%	8	45	$790K
Tilden Loucks & Woodnorth LLC	High 42%	19	45	$2.1M
Moonstone Asset Management, Inc.	Typical 34%	23	68	$1.1M
The Hendrickson Advisory Group, Inc.	Very Low 0%	—	68	—
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Padden Financial Planning LLC	Very Low 0%	—	46	—
Stableford Capital LLC	High 54%	50	92	$3.2M
K2 Wealth Management LLC	Very High 100%	70	70	$1.7M
Capital Management Group, Inc.	High 53%	25	47	$1.4M
K&H Wealth Partners	High 38%	27	71	$890K
The Inspired Network Wealth Advisory	Very Low 0%	—	48	$370K
Ascension Financial	Typical 26%	25	97	$910K
Highview Capital Management, LLC	Very High 84%	81	97	$4.2M
Illuminate Wealth Management	High 49%	36	73	$2.3M
Contour Financial	Very Low 0%	—	74	$970K
Open Door Investment Advisors, Inc.	Very High 100%	50	50	$740K
South Bay Financial Partners	High 54%	27	50	$2.3M
Sullivan Mermel, Inc.	Very High 80%	40	50	—
The Retirement Solutions Group	Very Low 9%	7	75	$470K
Midway Capital Research & Management LLC	High 57%	29	51	$1.6M
QVG, LLC	High 52%	40	77	$1.2M
Schear Investment Advisers, LLC	High 49%	38	77	$2.9M
Clement Street Capital LLC	Very High 100%	52	52	$2.7M
Johnson Private Wealth Management, LLC	Typical 33%	17	52	$650K
Steward Advisors, LLC	High 48%	50	104	$1.5M
Gallatin Financial Advisors, LLC	Very High 82%	65	79	$600K
Thompson Capital Management, LLC	Very High 86%	69	80	$1.1M
Hokin Investment Advisors Inc.	Typical 32%	26	81	$660K
The Kalish Group	Typical 33%	9	27	$1.1M
Journey Beyond Wealth	High 47%	51	109	$2.3M
Creative Resources Investment Advisors LLC	Typical 24%	20	85	$200K
Virji Investments, Inc.	Low 12%	7	58	$580K
103 Advisory Group	High 45%	40	89	$2.9M
BJO Wealth Management LLC	Very High 100%	60	60	$450K
Lenity Financial, Inc.	Very High 100%	60	60	$1.4M
Propel Financial Advisors, LLC	Low 10%	12	120	$440K
Capital Management Consultants	Very High 67%	41	61	$1.2M
Horizon Family Wealth, Inc.	Very High 69%	64	93	$3M
J. Loyd Capital Management, LLC	Low 19%	12	62	$650K
Envision Financial LLC	Very High 100%	125	125	$2.8M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Assured Advisory Group, LLC	Typical 28%	27	96	$840K
The Change Advisory Group, LLC	Typical 31%	20	64	$1.2M
Von Holt Financial Advisors, Inc.	Very High 84%	54	64	$1.7M
Virtue Asset Management LLC	Very High 79%	77	97	$2.1M
Cantlon Financial Planning LLC	Very Low 0%	—	99	$1.3M
Integrity Wealth Management, LLC	Typical 32%	32	99	$1.1M
North South Capital, LLC	Low 12%	16	133	$230K
Treetop Wealth Management, LLC	High 50%	50	100	$2.1M
Aberle Investment Management LLC	Typical 33%	22	67	$1.2M
Alo Financial Planning	Very High 58%	39	67	$1.8M
Blankenship Financial Planning, Ltd.	Very Low 6%	4	67	$270K
Toberman Becker Wealth, LLC	Very High 64%	65	102	$1.7M
Stonebrook Capital Management, Inc.	Low 15%	16	104	$640K
Pandora Wealth, Inc.	Very High 81%	85	105	$2.7M
Trader Wealth Management, LLC	High 47%	49	105	$890K
Forest Asset Management LLC	High 52%	55	106	$2.1M
Joseph Wealth Management, LLC	Very Low 2%	2	106	$76K
Guide Rock Capital Management, Inc.	Typical 30%	21	71	$570K
Rise Financial Partners	Low 13%	18	143	$400K
Cypress Asset Management, Inc.	High 53%	38	72	$2M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
FMI Financial, Ltd.	Very High 62%	45	73	$1.2M
Gerstemeier Financial Group,LLC	Very High 59%	43	73	$1.9M
McLaughlin Asset Management, Inc.	High 50%	56	111	$1.5M
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Paradigm Money Management, LLC	Very Low 0%	—	150	—
Prism Planning Partners	Typical 36%	55	151	$1.6M
Black Barn Financial, LLC	High 41%	63	152	$1.1M
Fendz Asset Management, Inc.	Typical 24%	18	76	$150K
Trust Investment Advisors Wealth Management, LLC	Typical 29%	11	38	$910K
Kadisak Financial Services, Inc.	Typical 30%	23	77	$850K
One Wild Life Advisors LLC	Typical 25%	19	77	$520K
Black Elm Advisers, LLC	Typical 33%	38	116	$140K
Lakewood Asset Management, LLC	High 45%	70	155	$1.6M
Lind Capital Partners	Very High 100%	78	78	$2.1M
Rude Wealth Advisory	Low 13%	21	156	$330K
Schlindwein Associates LLC	High 37%	44	118	$1.4M
Alspaugh Wealth Management	Low 16%	13	79	$710K
Pensinger Financial, Inc.	Low 10%	8	79	$620K
Greatdane Investment LLC	Low 10%	8	80	$400K
Guardian Rock Wealth Investment Management, Inc.	High 50%	40	80	$570K
Seaport Research Partners LLC	Very Low 0%	—	40	—
Servant Financial, Ltd.	High 45%	18	40	$1.8M
Storehouse Wealth Management, LLC	Low 23%	18	80	$240K
B & B Financial Planning Co., Inc.	Typical 24%	29	121	$770K
BENCHMARK INVESTMENT ADVISORS LLC	Very High 76%	93	122	$2.1M
F5 Financial Planning, L.L.C.	High 54%	66	123	$1.4M
Von Haefen Financial Management	Very Low 0%	—	84	—
Allstreet Wealth	Typical 35%	45	128	$510K
Patrick M. Sweeney & Associates, Inc	Very High 64%	55	86	$2.9M
Retirement Systems LLC	Very Low 0%	—	172	$220K
Estate & Trust Advisors	Low 20%	35	175	$1.5M
Dinergy	Very Low 0%	—	88	$330K
Engage Wealth Group, LLC	High 51%	45	88	$1.3M
Sound Wealth LLC	Low 23%	10	44	$650K
Klopp Investment Management LLC	Low 19%	17	89	$1.1M
Financial Design Studio, Inc.	Typical 24%	32	134	$780K
Galaria Capital Management, LLC	Low 15%	20	134	$610K
Alamar Capital Management, LLC	Very High 84%	76	90	$2.5M
Gen Y Planning	Low 12%	11	90	$600K
PurposePath Capital, LLC	Low 14%	19	135	$470K
Macro Wealth Management, Inc.	Typical 35%	63	181	$380K
MPI Wealth Management LLC	Very High 68%	93	136	$930K
Opus Financial Solutions LLC	High 45%	61	136	$1.1M
RF&L Wealth Management, LLC	High 57%	77	136	$2.7M
Ridgeline Private Wealth	Typical 32%	60	185	$930K
Barzideh & Nadeau Wealth Management LLC	High 38%	35	93	$650K
Certitude Advisors, LLC	Low 22%	20	93	$920K
Three Sixty Wealth Management, LLC	Typical 29%	54	186	$1M
Patrick Mauro Investment Advisor, Inc.	High 41%	58	141	$1.5M
Wakefield Asset Management, LLLP	High 45%	85	188	$1.7M
Winslow Financial LLC	Typical 29%	55	189	$520K
Main Street Investment Advisors, LLC	Very High 90%	128	142	$1.7M
Kenora Financial, LLC	High 37%	70	190	$1.2M
Watershed Private Wealth	High 55%	78	143	$2.9M
Bayworth Capital	Typical 27%	51	192	$460K
Pebble Valley Wealth Management	High 42%	41	97	$1.3M
RWC for Life	Low 10%	10	97	$310K
KDM Wealth Management Inc.	Typical 25%	37	149	$750K
CJW Capital, LLC	Typical 25%	38	153	$520K
Cogent Strategic Wealth LLC	Very High 72%	73	102	$3.3M
V2 Financial Group, LLC	Very High 58%	119	205	$1.7M
Left Brain Wealth Management, LLC	High 46%	94	206	$1.6M
Tower View Wealth Management LLC	Typical 34%	70	206	$1.5M
Polaris Wealth Management, LLC	Very Low 0%	—	156	$45K
Cedar Capital, LLC	High 37%	39	105	$890K
Gunder Wealth Management, LLC	Very High 76%	80	105	$1.2M
Mendel Money Management Inc.	Typical 36%	76	211	$1.5M
Eagle Ridge Wealth Advisors	Very High 62%	33	53	$980K
Midwest Investment and Retirement Management, Inc.	Low 10%	11	108	$320K
Craftwork Capital LLC	Low 18%	30	163	$620K
Costello Financial Planning, Inc.	High 37%	40	109	$1.8M
HK Private Client, LLC	High 57%	62	109	$810K
Assetgrade, LLC	High 56%	93	165	$2M
Detterbeck Wealth Management	High 55%	90	165	$1.7M
Evansbrook Capital Management	Very High 61%	67	110	$2.1M
Wavvest Wealth	Very Low 0%	27	137	$29K
Madden Funds Management	Typical 34%	57	167	$1.3M
Harbour Financial Resources, Ltd	High 48%	54	112	$1.6M
Herr Capital Management LLC	Typical 32%	36	112	$650K
Konza Global Wealth Group	Typical 29%	33	112	$1.1M
Zimmerman Wealth Management, LLC	Very High 96%	216	225	$2.1M
Brentview investment Management, LLC	Very High 100%	169	169	$620K
GPS Financial Group, LLC	Typical 32%	36	114	$630K
Mindful Wealth LLC	Very High 100%	57	57	$4M
Womack Investment Advisers, Inc	Low 16%	27	171	$520K
Atis, Inc	Very Low 0%	—	229	$420K
New England Research & Management, Inc.	High 44%	75	172	$1.6M
Tetley Investments, LLC	Very High 69%	118	172	$1.1M
Succession Financial, Inc	Typical 36%	62	173	$1.2M
Athena Advisor Services, LLC	Low 18%	32	174	$480K
CMG Financial Consulting	High 38%	44	116	$1.3M
Fortune Financial Group, Inc.	Typical 29%	50	174	$810K
IRON Financial LLC	High 47%	108	232	$2M
Delta Wealth Advisors LLC	High 37%	65	176	$830K
Mirretti Perryman Wealth Strategies, LLC	Typical 30%	52	176	$1M
Blue Bison Investments	Very Low 2%	3	177	$120K
Forsythe Wealth Management, Inc.	Low 20%	24	118	$610K
Kinnamon & Associates Ltd II	Very Low 4%	5	118	$930K
SC Wealth Advisors	Typical 34%	40	118	$250K
360 Ira	Very Low 0%	—	180	—
Arbor Financial Services, LLC	Low 16%	38	240	$510K
Shearwater Capital	Very High 67%	120	180	$2.3M
Oak Wealth Advisors LLC	Very High 63%	115	182	$2M
Core Capital Management and Research Inc.	Very High 68%	165	244	$560K
Baldwin Financial Advisors, LLC	Very Low 2%	5	247	$0
CTS Financial Planning, Inc.	Typical 36%	89	249	$1.3M
The Nestegg Group, Inc.	Typical 35%	65	187	$1.8M
Opulentia, LLC	Low 13%	25	188	$250K
Antonelli Financial Advisors, LLC	Typical 31%	58	189	$1.2M
The Planning Group	Typical 24%	60	252	$1.1M
Titan Investment Management LLC	Typical 28%	73	263	$450K
Delta Wealth Solutions, LLC	Low 16%	21	133	$680K
Timpe & Timpe Financial Advisory Services, L.L.C.	Typical 29%	39	133	$460K
Luken Investment Analytics, LLC	Typical 31%	83	267	$1.1M
CPA Advisory Services, P.C.	Low 15%	20	134	$560K
Audible Wealth Management	Very Low 3%	9	269	$150K
First Choice Financial Services LLC	Very Low 0%	—	269	—
The Sherry Group, Inc.	Low 19%	39	203	$640K
994 Group	High 41%	83	204	$1.2M
Jordan Financial Life Planning	Low 17%	35	204	$520K
Skrobonja Wealth Management, LLC	Very Low 2%	4	204	$220K
Mindset Wealth Management, LLC	Very High 69%	189	274	$1.1M
Bison Financial Group, LLC	Low 15%	40	275	$350K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Lang & Becker, Inc.	Very High 64%	88	138	$890K
Shinneman Wealth Group	Very Low 0%	—	139	$230K
Parkview Asset Management, Inc.	Very High 65%	91	140	$1.2M
Wall Investment Group, Inc.	Low 20%	28	140	$600K
Wisdom Investments	Typical 30%	42	141	$370K
Unique Wealth Strategies	Typical 34%	98	285	$1.2M
McDonnell Capital Management	Typical 24%	35	143	$1M
Chicago Wealth Management, Inc.	High 40%	116	288	$1.2M
Prairieview Wealth & Tax Advisors	Typical 26%	75	288	$720K
Clearwealth	Very Low 4%	6	145	$310K
Cenacle Capital Management, LLC	Low 23%	17	73	$270K
Stone Island Financial Planning	Very High 81%	119	147	$910K
HOLDER Wealth Management	Typical 26%	77	295	$960K
Briggs Financial Inc.	Very Low 9%	13	148	$350K
Plan2Thrive Financial	Low 11%	25	222	$580K
ZHP Capital LLC	Low 16%	12	74	$460K
Arlington Wealth Management	Typical 26%	59	224	$940K
GA Pincus Funds, LLC	Typical 24%	36	150	$410K
Keating Investment Counselors Inc	High 57%	85	150	$1.7M
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Lakeshore Capital Group, Inc.	Low 21%	49	230	$790K
Griffin Financial Advisors, LLC	Low 13%	20	155	$420K
Second 50 Financial	High 46%	71	156	$2.2M
Aquilant Advisors	Typical 26%	82	314	$880K
Pivotal Wealth and Tax	Very Low 2%	5	314	$53K
Prudent Financial Planning	Low 18%	14	79	$220K
Stephen Smith Financial Inc.	Very Low 0%	—	160	$810K
Liberty Asset Management, Inc.	Low 16%	39	243	$710K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
Barrett Wealth Connection LLC	Typical 36%	59	163	$870K
Wealthspan Investment Management, LLC	Very Low 8%	26	326	$290K
Lincolnbridge Financial Planning, LLC	Low 22%	55	246	$210K
Benchmark Capital Group Ltd.	Typical 32%	53	166	$1M
Merino Wealth Management	Low 13%	11	83	$560K
Angell Capital Management, LLC	Typical 28%	47	169	$630K
Cambridge Capital Management, LLC	Typical 33%	112	339	$1.3M
Pavlic Investment Advisors, Inc.	Typical 33%	28	86	$1.2M
Scottsdale Wealth Advisory LLC	Very Low 6%	11	173	$370K
Genesis Wealth Management	Very Low 2%	7	347	$150K
Stash Wealth, LLC	Very Low 0%	—	174	$300K
Copperwood Financial	Low 18%	46	262	$450K
Prosperifi LLC	High 44%	39	88	$840K
Milborn Advisors, ltd	Low 10%	17	178	$600K
ATLAS Lifestyle Planning Group LLC	Low 11%	20	180	$400K
Beadell A D Investment Counsel Inc	Very High 72%	65	90	$2.6M
Quantum Private Wealth, LLC	Very High 63%	57	90	$4.6M
A to Z Financial Planning LLC	Very Low 7%	12	181	$270K
Kuhn Wealth Management Inc.	Low 16%	43	276	$550K
Savant Investment Advisers, Inc.	Typical 24%	67	277	$550K
Lexus Wealth Management	Very Low 3%	8	279	$150K
Prairie Rivers Investments, LLC	Low 13%	37	280	$690K
stonebridge wealth management llc	Typical 31%	88	288	$980K
VCP Financial LLC	Very High 65%	252	385	$290K
Quantum Capital Investments, Inc.	Low 15%	30	195	$740K
Guardian Investment Management, LLC	Very Low 5%	5	100	$150K
Dickmeyer Boyce Financial Management, Inc	Typical 31%	124	402	$1M
Cornerstone Financial Planning, Inc.	Low 11%	11	101	$420K
ORBA Wealth Advisors, LLC	Very High 64%	65	102	$1.3M
Blue Haven Capital, LLC	Low 19%	39	205	$590K
DiBenedetto & Associates Ltd	Typical 28%	89	314	$900K
North Shore Capital Group Investment Advisors, Inc	Very Low 5%	16	316	$120K
Midwest Financial Network, LLC	High 37%	80	218	$650K
Tower Wealth Advisors, Inc.	Low 10%	21	218	$230K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Meredith Wealth Planning	High 52%	116	221	$2.1M
PMG Wealth Management	Typical 33%	144	443	$450K
BCD Advisors	Very Low 8%	38	448	$120K
American Community Wealth Management, LLC	High 54%	244	449	$400K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Premier Southwest Planning Group, LLC	Low 12%	41	353	$240K
O'Connor Financial Group LLC	Low 14%	50	355	$770K
Pacesetter Financial Group, L.L.C.	Low 14%	52	359	$420K
Wealth Management Advisors, inc.	Low 12%	29	242	$190K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Granite Financial Group	Low 20%	50	250	$720K
Casey Wealth Management, Inc.	Very Low 0%	—	253	$160K
Leslie Global Wealth, LLC	High 42%	159	380	$1.2M
Woodfield Financial Advisors, Inc.	Typical 36%	138	383	$530K
Applied Capital	Typical 29%	76	264	$600K
Lauer Wealth Management	Low 12%	47	399	$390K
Wisely Advised	Very Low 5%	12	266	$330K
Prophet Wealth Management	Low 11%	30	274	$290K
SecurEstate	Low 14%	39	278	$380K
C2G Capital Management LLC	Very Low 0%	—	140	$150K
Lebens Advisory Group LLC	Low 14%	20	140	$380K
McCulley Financial Group, LLC	Low 16%	22	141	$720K
Wall Street Financial Group, Inc.	Low 11%	46	425	$420K
DFG Wealth Management, LLC	Very Low 4%	6	143	$450K
Midwest Financial Associates, Inc.	Very Low 9%	26	286	$400K
Wealth Accumulation & Preservation, Inc.	Very Low 6%	16	289	$140K
CSH Investment Management	Very Low 3%	10	290	$230K
Kachkovsky & Fisher, Inc.	Typical 28%	125	439	$620K
Clark Wealth Partners, LLC	Low 14%	61	444	$580K
Masus Financial Group, Ltd.	Low 18%	52	296	$640K
Vital Wealth Management, LLC	Typical 28%	82	296	$870K
Innovative Wealth Management, LLC	Low 12%	35	298	$290K
P/E Capital Investments	Low 17%	25	150	$67K
Langdon Financial Management, Inc.	Very Low 3%	10	307	$270K
Gineris Wealth Management	Low 10%	30	312	$280K
Orion Investment Co	High 56%	350	627	$690K
Phase III Advisory Services, LTD	Low 14%	69	483	$440K
Snowball Wealth Management	Low 17%	27	162	$850K
ARK Advisors LLC	High 37%	120	325	$540K
Stride Investments, LLC	Low 15%	76	524	$380K
KRM Financial Planning & Wealth Management, LLC	Typical 29%	51	177	$1.2M
Bard Associates Inc	High 52%	93	180	$2.2M
Alliance Wealth Advisors	Very Low 5%	17	366	$240K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
Modern Capital Concepts	Low 15%	29	189	$0
Ellija Capital Management, LLC	Very Low 4%	16	381	$150K
Powers Advisory Group, LLC	Low 22%	125	575	$570K
Spyrnal Financial Group	Very Low 9%	35	387	$370K
Lester Financial Group, LLC	Very Low 7%	53	784	$510K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
Solomon API LLC	Very Low 2%	15	613	$280K
Borabond, LLC	Very Low 0%	—	207	$400
Vision Wealth Management, Inc.	Very Low 9%	36	416	$200K
Reap in Wealth Management, LLC	Very Low 0%	—	627	$55K
Significant Wealth Partners LLC	Very Low 2%	14	845	$150K
Vistamark Investments	Low 10%	44	437	$730K
Camelot Portfolios, LLC	Very Low 7%	45	662	$370K
MWM Advisory Group, LLC	Very Low 4%	8	225	$170K
Maxele Advisors, LLC	Typical 31%	73	234	$850K
Maynerich Financial	Very Low 4%	21	478	$260K
Latko Wealth Management, Ltd.	Typical 29%	143	499	$660K
Wall Capital Group, Inc.	Very Low 4%	34	794	$180K
GTG Wealth Management, LLC	Very Low 0%	—	564	—
RPC Private Wealth, LLC	Low 22%	71	326	$840K
San Blas Advisory, Inc.	Very Low 9%	63	664	$330K
Retirement Income Strategies, LLC	Very Low 9%	30	339	$470K
Polaris Financial, LLC	Very Low 0%	—	852	$81K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Arta Finance	Very High 100%	1,043	1,043	$150K

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