HNW client percentage for Supported firms serving clients in Louisiana

Supported firms active in Louisiana 411 firms

Very Low 0%-9%

Low 9%-22%

Typical 22%-34%

High 34%-50%

Very High 50%-86%

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

Median: 28%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Meixler Investment Management, Ltd.	Very Low 7%	41	561	$400K
ADG Wealth Management Group, LLC	Typical 27%	149	555	$600K
Jackson Financial Services, LLC	Typical 32%	174	551	$900K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Wealth Solutions, Inc.	Very Low 0%	—	431	$120K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K
Koinonia Financial	Low 21%	68	321	$290K
Equanimity Financial Partners	Very Low 6%	41	636	$240K
Wiregrass Asset Management	High 34%	105	313	$300K
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Williams Financial Group	Typical 28%	163	585	$590K
Brian Low Financial Group, LLC	Very Low 5%	46	874	$270K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
TCM	Low 19%	95	495	$330K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Cornerstone Advisory	Very Low 0%	—	240	$100K
Rothwell Investment Advisors	Low 19%	131	707	$260K
Maxele Advisors, LLC	Typical 31%	73	234	$850K
Crescent City Retirement Group	Very Low 2%	15	933	$140K
Fortune 45, LLC.	Very Low 4%	24	645	$360K
Edwards Financial services	Very High 76%	310	410	$150K
Acute Investment Advisory	Very Low 8%	59	787	$300K
Hobbs Wealth Management	High 34%	65	194	$760K
Meche and Associates LLC	Very Low 0%	—	192	$88K
Wisdom Index Advisors	High 41%	75	184	$1.1M
M.C. Byrd Wealth Management, LLC	Low 10%	53	534	$430K
Mascagni Wealth Management, Inc.	Low 16%	113	711	$580K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Avant Capital, LLC	Low 20%	67	339	$510K
Renaissance Advisors	Very Low 7%	25	334	$410K
Fletcher Financial Group	Very Low 0%	—	500	$270K
The Nalls Sherbakoff Group, LLC	Low 17%	86	500	$670K
STM Asset Management LLC	Very Low 0%	—	498	$92K
Artesa Financial Group	Low 19%	62	329	$380K
Armada Advisors	Low 14%	44	323	$420K
MarketRiders	Very Low 0%	1	477	$760K
ATS Wealth Management	Very High 51%	238	471	$810K
HG Tailored Financial Services	Very Low 6%	20	312	$250K
Southeast Financial Advisors	Very Low 0%	—	303	$380K
Evans Investment Advisors, L.L.C.	Very High 61%	281	461	$770K
Generouswealth, LLC	Low 12%	38	305	$360K
iTrust Asset Management, LLC	Low 11%	50	457	$410K
Tevis Investment Management, LLC	High 36%	54	151	$1.5M
Live Oak Wealth Management, LLC	Typical 22%	100	450	$130K
Smith Securities LLC	Very Low 0%	—	450	$0
Strategic Investment Management	Very Low 5%	7	148	$280K
David P. Gilliam & Associates, Inc.	Low 15%	65	438	$400K
Eagle Capital Management, LLC	Typical 30%	87	291	$1.2M
Lyons Capital Group	Typical 22%	62	287	$560K
Gibco Capital Advisors	Low 21%	59	285	$290K
KG Capital Management, LLC	Typical 23%	99	424	$430K
Asset Protection Wealth Management LLC	Very Low 0%	—	138	—
Regatta Research & Money Management L.L.C.	Low 11%	60	550	$380K
HYJC Capital of WNY	Typical 25%	67	272	$300K
Wisdom Wealth Investment Advisors LLC	Low 15%	40	270	$510K
Momentum Wealth Management	Very Low 6%	17	269	$240K
Adrian Day Asset Management	Very High 51%	69	134	$1.6M
Holcombe & Mcgrath	Low 16%	43	268	$580K
Advisifi LLC	Very Low 0%	—	133	$5.7K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Favor Wealth Advisors, LLC	Typical 24%	32	133	$670K
Capital Design Private Wealth LLC	Low 17%	45	264	$360K
Farris Capital Management Inc.	Low 12%	49	395	$450K
JCN Financial & Tax Advisory Group, LLC	Low 15%	39	263	$500K
Dorman Financial Management, P.A.	Typical 22%	58	262	$600K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Buckeye Wealth Partners, LLC	Very Low 4%	10	252	$270K
WMS Group LLC	Very Low 7%	18	252	$500K
Capstar Financial Services LLC	Low 13%	47	376	$530K
Asset Management Group	Low 16%	58	372	$540K
Florin Pensions LLC	Very Low 0%	—	485	—
Norris Financial Group, LLC	Typical 22%	78	362	$900K
Open Source Investments, LLC	Very Low 0%	—	239	$550K
Warther Private Wealth	Typical 24%	56	237	$1.4M
Parrish Capital, LLC	Typical 28%	65	234	$610K
Pinnacle Asset Management Group, Corporation (Inc.)	Typical 26%	61	233	$580K
Sheridan Capital Management, LLC	High 47%	55	116	$1.9M
Integrity Wealth Partners, LLC	Low 18%	42	231	$830K
Brookstone Financial	Very Low 2%	9	458	$210K
BDC Capital Management, Inc.	Low 11%	25	228	$430K
Lavish Financial Planning	High 47%	105	225	$160K
Martin & Associates Investment Advisory Services LLC	Very Low 0%	—	224	$210K
Uncommon Wealth Partners, LLC	Very Low 2%	5	223	$200K
Cooper Financial Investments, LLC	Very Low 0%	—	222	—
Retirement Financial Group, LLC	Low 17%	74	440	$420K
Family Legacy Planning	Low 10%	33	327	$490K
Eastwind Capital Wealth Management	Very Low 5%	16	323	$280K
Washington Financial Group, Inc.	Typical 29%	61	213	$560K
ICOM Advisors, LLC	Low 19%	81	423	$360K
Wingo Asset Management, LLC	High 36%	75	211	$440K
New Perspectives, Inc.	Typical 22%	91	414	$730K
RFG Wealth Advisory	High 36%	147	413	$1.1M
Norseman Advisory Group, Inc.	Very Low 6%	6	102	$410K
Scholtz & Company, LLC	Very High 50%	102	204	$1.6M
Alan B. Lancz & Associates, Inc.	Very High 64%	63	99	$1.6M
Piccolo Investment Consulting, LLC	Low 11%	22	195	$420K
Zeiser Wealth Management LLC	Low 17%	34	195	$330K
Styre Wealth	High 35%	67	194	$1.1M
VCP Financial LLC	Very High 65%	252	385	$290K
Lukas Total Wealth	Very Low 3%	11	381	$260K
Castellano & Associates	Low 18%	50	285	$430K
Perissos Private Wealth Management	Low 20%	38	190	$750K
Incline Wealth	Low 14%	27	187	$390K
Harger and Company, Inc.	Very Low 0%	—	280	$490K
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Urban Wealth Management or UWM	Low 19%	52	275	$710K
Prattes Wealth Partners	High 46%	42	91	$1.7M
Cooper Eagle, LLC	Very Low 7%	13	179	$250K
Northstar Financial Planners, Inc.	Typical 26%	94	358	$850K
Townsend Wealth Management	High 34%	60	179	$1.1M
BCK Partners, Inc.	High 43%	76	178	$1.2M
Wilkins Miller Wealth Management, LLC	High 44%	79	178	$1.2M
Marcantel Wealth Management	Very Low 0%	—	176	$96K
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
Glass Wealth Management Co., LLC	High 43%	149	349	$780K
Impact Fiduciary LLC	High 43%	74	174	$730K
Stone Creek Group, LLC	Very High 59%	51	87	$2M
Hackett Financial Group, LLC	Low 18%	46	252	$630K
JB Meridian Advisors, LLC	Low 11%	18	167	$220K
Gainspoletti Wealth Planners	Low 18%	45	250	$450K
Apex Capital Management, L.L.C.	High 35%	116	332	$600K
Bay Capital	Low 16%	26	165	$330K
Launch Wealth	Low 13%	22	164	$310K
Access Financial Group, LLC	Very Low 4%	6	163	$240K
Tidehaven Wealth, LLC	Typical 29%	48	163	$770K
Seastrunk Financial Management, LLC	Low 15%	24	161	$450K
DRS Wealth Management	High 36%	57	160	$460K
DW Investment Solutions, Inc.	Typical 29%	46	159	$700K
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
Patron Partners, LLC	Very High 54%	86	159	$1.9M
Way Street Financial, LLC	Typical 24%	19	79	$430K
Cane Capital Partners, LLC	High 35%	109	315	$850K
S&S Wealth Management	Low 15%	48	315	$490K
Sandos Financial	Very Low 0%	—	156	$110K
Endurance Financial LLC	Low 17%	13	77	$450K
The Personal Wealth Coach	Very Low 3%	8	230	$940K
Davidson Wealth Management LLC	Typical 24%	54	228	$750K
Spinosa Wealth Management Group	High 38%	58	152	$1.3M
Sikorski Wealth Management, LLC	Low 16%	37	227	$610K
Beacon Light Wealth Management	Very Low 7%	10	151	$260K
Wealth Management Advisors RIA, Inc.	Low 20%	30	151	$760K
Cooper, Clay Stephen	Low 19%	28	150	$490K
Mosaic Wealth Management, L.L.C.	Very High 92%	69	75	$3.2M
APEX Wealth Advisors LLC	Very Low 7%	16	223	$390K
Topel & Distasi Wealth Management, LLC	High 47%	105	223	$1.3M
Financial Economics Consulting Group, Inc.	Typical 23%	33	144	$570K
Laguna Wealth Advisors, LLC	Low 16%	46	288	$540K
Position Wealth	High 34%	73	215	$1.1M
Farnsley Advisors	Low 16%	34	213	$410K
NewSong Capital Management, Inc.	Typical 28%	40	142	$710K
Olive Branch Capital, LLC	Typical 28%	40	142	$990K
Asset Planning Services Inc	High 48%	68	141	$2.5M
Secure Retirement Financial & Insurance Services Corp.	Low 11%	24	211	$480K
The Financial Center, LLC	Very Low 0%	—	211	—
Third Eye Associates, Ltd	High 39%	82	211	$0
Adkins Seale Capital Management LLC	Very High 63%	88	140	$2.8M
Beaumont Asset Management, LLC	High 38%	80	210	$1.6M
Cardinal Capital Management, LLC	Low 19%	26	140	$680K
Frank Financial Advisors	High 43%	60	140	$1.3M
Davenport Watts & Drake Investment Advisors, LLC	Low 13%	26	208	$750K
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
Guilbault Capital	Very High 78%	108	138	$2.1M
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Banyan Capital Management, Inc.	High 43%	59	137	$1.9M
Freedom Capital Advisors Inc	Very High 66%	90	137	$330K
Mindset Wealth Management, LLC	Very High 69%	189	274	$1.1M
Providence Wealth Management LLC	Typical 23%	48	205	$740K
L & M Wealth Management and Retirement Solutions, LLC	Low 15%	20	136	$490K
Uptown Capital Advisors	Very High 68%	92	136	$1.1M
Greenshields Capital LLC	Very High 53%	71	135	$1.4M
TL Private Wealth	High 46%	125	269	$1.4M
Luken Investment Analytics, LLC	Typical 31%	83	267	$1.1M
Dumaine Investments LLC	High 39%	52	133	$1.1M
Hafnia Financial, Inc.	Very Low 4%	5	133	$340K
Katz Family Financial Advisors, LLC	Typical 27%	36	133	$830K
Cargile Investment Management	Typical 30%	58	196	$1.6M
S. R. Schill & Associates, Inc.	Typical 31%	61	195	$730K
White McGowan	Low 11%	14	130	$580K
IA Network, LLC	Typical 24%	62	259	$740K
Cavalot Capital	Low 15%	19	129	$500K
Ethos Capital Group, LLC	Typical 32%	41	128	$600K
The Menard Financial Group, LLC	High 34%	43	127	$2.6M
Bienvenue Wealth LLC	Very High 59%	74	126	$780K
Cairn Financial Group	Low 11%	20	189	$380K
Hicks Capital Management, LLC	Typical 26%	65	252	$1.4M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
On Point CRNA	Low 14%	18	125	$600K
McAlister, Sweet & Associates, Inc.	High 43%	80	187	$1.2M
Advocacy Financial LLC	Typical 24%	30	124	$780K
Bellingrath Wealth Management, L.L.C.	High 38%	70	186	$760K
Zenith Advisory Group, LLC	Low 13%	25	186	$620K
Pelican Advisory LLC	Low 21%	38	184	$460K
Stability Partners Advisory Group, LLC	Low 18%	33	182	$690K
Vines Capital Management, LLC	Low 14%	25	182	$790K
Fortis Wealth Management	Very Low 0%	—	179	$380K
Fully Financial	Typical 29%	34	119	$910K
Paragon Investing, LLC	High 35%	62	175	$760K
CMG Financial Consulting	High 38%	44	116	$1.3M
Strivus Wealth Partners LLC	Typical 33%	57	173	$920K
Presidio Financial, LLC	Low 17%	19	115	$470K
The Archer Consulting Group, LLC	High 49%	56	115	$1.7M
Hicks Financial Partners, LLC	Typical 25%	29	114	$310K
Mindful Wealth LLC	Very High 100%	57	57	$4M
Parish Investment Advisors LLC	High 39%	44	114	$780K
Zimmerman Wealth Management, LLC	Very High 96%	216	225	$2.1M
Advisor.Investments	High 47%	79	168	$1.2M
Swan DFW Financial Solutions, LLC	Very Low 0%	—	112	$300K
Arlen Capital, LLC	High 37%	83	222	$1.6M
KANU Asset Management, LLC	Very Low 8%	9	111	$140K
Portfolio Management, LLC	Very High 59%	65	111	$1.4M
Kropog FInancial Group, LLC	Typical 23%	51	221	$680K
Green Peaks Planning	Very Low 8%	9	109	$420K
Chisholm Wealth Management	Low 14%	15	108	$650K
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
Based Capital Wealth LLC	Very High 53%	57	107	$400K
Rgb Capital Group	High 44%	47	107	$790K
Genesis Wealth Management, Inc.	High 43%	46	106	$810K
Balanced Rock Investment Advisors	High 38%	80	210	$920K
Aligne Wealth Advisors Investment Management (AWAIM)	Very High 50%	105	209	$1M
Donald W. Nicholson & Associates Ltd	Typical 32%	50	156	$1.1M
Opinicus	High 39%	80	207	$1.1M
Strategic Advisory Services, L.L.C.	Typical 25%	51	207	$890K
Legacy Wealth Concepts	Very Low 0%	—	151	$430K
Graham, Bordelon, Golson & Gilbert, Inc.	Very High 57%	114	201	$2.1M
Financial Trust Asset Management Chartered	Typical 25%	49	200	$630K
Pinafore Wealth Counsel Inc.	High 49%	49	100	$1.7M
Holistic Finance LLC	Very Low 1%	1	198	$40K
Advocates Wealth Planning	Very High 69%	134	193	$2.3M
Rise Retirement, LLC	Low 15%	14	96	$280K
Crescent Sterling Ltd.	Typical 28%	54	191	$960K
Optimus Capital Advisors, LLC	Typical 23%	44	191	$1M
W Advisors LLC	Typical 28%	27	95	$2.6M
Signet Investment Advisory Group, Inc.	Very High 52%	97	185	$2.1M
Alpha & Omega	Very Low 2%	3	137	$290K
Deane Retirement Strategies, Inc.	Very High 60%	82	137	$1.8M
Sturman Wealth Advisors	High 44%	40	91	$1.3M
Axion Wealth Advisors	Typical 32%	28	87	$680K
Financial Security Solutions, Corp.	High 40%	34	86	$790K
Toce Financial Group	Very Low 0%	—	129	$130K
Finance Wisdom	Very Low 2%	3	128	$460K
Blue Spark Capital Advisors	Very High 62%	53	85	$2.8M
My Personal CFO, LLC	Very High 58%	49	85	$4.3M
Kevin Kennedy, LLC	Very Low 0%	—	169	—
Planning Associates Wealth Management, LLC	Typical 30%	25	84	$860K
Pullen Investment Management	Very High 56%	47	84	$1.6M
Von Haefen Financial Management	Very Low 0%	—	84	—
Coastwise Capital Group, LLC	High 40%	67	167	$1.3M
Wealth Oklahoma	Low 17%	29	166	$1.6M
Avalon	High 37%	15	41	$770K
Berkeley Advisors, Inc.	High 47%	38	81	$1.5M
Capital Asset Management, LLC	Typical 29%	46	160	$1.1M
Hayes Wealth Advisors, LLC	Very High 61%	73	120	$770K
Fpfoco	High 34%	41	119	$1.3M
Mountain Peak Wealth Advisors, LLC	Typical 23%	27	119	$710K
Alspaugh Wealth Management	Low 16%	13	79	$710K
APM Wealth	Typical 27%	21	79	$600K
Bullogic Wealth Management	Very Low 0%	—	79	$190K
Green Era Financial LLC	Typical 28%	22	79	$430K
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Value Investment Professionals, LLC	High 42%	66	156	$1.6M
VaMa Oak Wealth, LLC	Typical 31%	36	117	$780K
Zora Financial	High 35%	27	78	$890K
Lakewood Asset Management, LLC	High 45%	70	155	$1.6M
FinanciaLife Outfitters LLC	Low 19%	15	77	$400K
Alpha Financial Management, Inc.	Typical 30%	35	115	$950K
PeakValley Wealth, LLC	Typical 32%	49	153	$700K
Cascade Wealth Advisors, Inc	Very High 72%	82	114	$2M
EDMP, Inc.	High 42%	48	114	$1.2M
Alexander Beard (USA) Inc.	Typical 23%	17	75	$650K
Colefp	High 36%	27	75	$1.2M
Traditions Wealth Advisors, LLC.	Very High 80%	60	75	$1.1M
BMA Advisors, LLC	Very Low 7%	8	111	$220K
Lifepoint Planning	High 48%	53	110	$1.5M
Hamilton Financial Planning LLC	Low 11%	8	73	$840K
Tri-Star Advisors, Inc.	High 34%	25	73	$760K
Combs Capital Partners	Typical 30%	33	109	$660K
Penney Financial	Very High 88%	96	109	$2.7M
MWA Investments, LLC	Very High 89%	32	36	$6.7M
Tessara Wealth	High 40%	57	143	$1.1M
Chiper Wealth Management, LLC	Very Low 0%	—	107	$1.2M
Cornerstone Investment Management and Consulting, LLC	High 39%	27	70	$1.1M
Haws Financial Planning LLC	Very Low 0%	—	105	$650K
Tenet Retirement Services LLC	High 40%	14	35	$910K
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low 21%	29	138	$620K
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)	High 41%	28	68	$1.9M
Veritas Financial Consulting LLC	Very High 53%	36	68	$1.3M
Camelot Wealth Management, LLC	Very Low 7%	7	101	$660K
Aberle Investment Management LLC	Typical 33%	22	67	$1.2M
Crescendo Wealth Group LLC	Very Low 1%	1	67	$1.8M
Royal Road Wealth Partners, LLC	Low 18%	12	67	$170K
Alongside Wealth Advisors, LLC	High 36%	24	66	$1.3M
Amazonite Investments LLC	Very Low 0%	—	66	$95K
Schutt Capital Management LLC	Very High 50%	33	66	$610K
Sovereign Asset Management	Typical 24%	16	66	$950K
Turtle Bay Group, Inc.	Very High 86%	55	64	$0
HMV Wealth Advisors, LLC	Very High 55%	52	95	$3.9M
LoneTree Wealth Management	Typical 31%	29	95	$500K
Capital South Wealth Management, LLC	Typical 27%	34	124	$760K
Wave Wealth Management, LLC	Very High 100%	62	62	$2.2M
Collar Capital Management, LLC	High 41%	50	123	$1.4M
Blue Cypress Wealth Management, LLC	Low 17%	10	60	$250K
Propel Financial Advisors, LLC	Low 10%	12	120	$440K
Sierra Hotel Financial LLC	Low 14%	8	59	$410K
Carrington Advisors, LLC	Typical 24%	28	117	$910K
Asempa Wealth Advisors	Very High 92%	80	87	$2.7M
Integra Wealth Advisors, LLC	Very High 64%	37	58	$2M
PIA, LLP	Very High 100%	29	29	$540K
Thompson Creek Wealth Advisors	Very High 62%	36	58	$730K
Copia Wealth Management Advisors, Inc.	Very Low 2%	2	86	$230K
Webster Street Investment Advisors LLC	Very High 71%	40	56	$1.9M
Integrity Financial Strategies	Typical 24%	13	55	$430K
A V Capital Management, LLC	Very High 63%	34	54	$1.1M
Advanced Portfolio Design, LLC	High 39%	31	80	$1.3M
Meddent Solutions	Very High 100%	26	26	$1.1M
Michael L. Ball, CPA, LLC	High 37%	29	78	$1.1M
Saint Francis Capital	Low 15%	12	78	$470K
BHK Securities, LLC	Very High 59%	61	103	$1.2M
Aligned Advisors	Very High 100%	51	51	$440K
Bona Fide Finance	Low 16%	8	51	$310K
FB Advisory Services, LLC	Very Low 0%	—	51	$170K
Ashford Investment Advisors	Typical 32%	24	76	$1M
Taber Asset Management L.L.C.	Very High 100%	101	101	$1M
Lava Creek Capital Management, LLC	High 34%	17	50	$1.5M
Docsa Capital Management, Inc.	High 38%	28	74	$1.3M
Live Oak Wealth Advisory Group, LLC	Typical 33%	32	98	$1.6M
Soar Financial LLC	Very Low 3%	3	97	$150K
Just Futures	Very Low 0%	—	95	$35K
Burke Wealth Management, LLC	Very High 76%	54	71	$1.2M
Open Range Financial Group, LLC	High 38%	27	71	$1.1M
Palmer Wealth Management LLC	Typical 28%	13	46	$940K
Root Wealth Management	Very High 52%	24	46	$720K
Fiscal Dynamics Incorporated	Typical 29%	13	45	$680K
Brown and Brown Financial Services, Inc.	Very High 75%	33	44	$2.1M
Clearview Financial, Inc.	Very High 91%	40	44	$2.3M
Integrity Road Wealth Partners LLC	Very High 64%	42	66	$1.9M
Redfish Capital	Typical 23%	20	88	$860K
GCB Private Wealth	Typical 33%	14	43	$800K
Huff Wealth Management LLC	Very High 67%	29	43	$970K
Barton Advisory Services, L.L.C.	Very High 52%	22	42	$2.4M
Safe Future Wealth Partners LLC	Very Low 0%	—	62	$160K
Harris Wealth Management, LLC	Low 10%	6	61	$370K
Prudent Prospera Planning, Inc.	Very Low 0%	—	40	—
Theory Planning Partners	Very Low 8%	5	59	$560K
Renew Family Wealth	Typical 23%	18	78	$1.2M
BF/Anderson	Typical 28%	16	58	$650K
Chartmark Investments, Inc.	Low 21%	16	76	$1M
Hayden Harper Wealth Advisory, LLC	High 45%	34	76	$2M
McMillan Capital Management, LLC	Very High 100%	38	38	$2.5M
Wakely Investment Management	Typical 32%	18	57	$1.5M
CM Capital Partners	High 46%	26	56	$260K
Ideology Wealth Advisors, LLC	Very High 82%	45	55	$1.6M
Orion Wealth Management LLC	Typical 30%	22	73	$230K
Tremont Street Advisors, LLC	Low 18%	13	73	$830K
CJC Wealth Management	High 43%	31	72	$1.3M
New River Investments	Low 17%	9	53	$470K
Iliad Wealth Solutions	Very Low 2%	1	51	$110K
ISGAM US LLC	Typical 33%	17	51	$1.3M
Legacy Wealth Management, LLC	Very High 59%	40	68	$6.5M
Portia Capital Management	Typical 24%	8	34	$550K
Apricity Financial, LLC	High 49%	33	67	$1.4M
TWRU Private Wealth Management, LLC	Very High 100%	33	33	$2.4M
Estes Financial Services, Inc.	Typical 31%	10	32	$150K
Inspired Financial Planners	High 41%	13	32	$2.2M
Craft Wealth Management LLC	Very Low 0%	—	63	$160K
Total Wealth Partners	Very High 74%	23	31	$1.1M
Town Lake Capital Management	Very High 68%	21	31	$1.6M
MFO-USA Advisory, LLC	Very High 73%	11	15	$2.1M
Springreef LLC	Very High 100%	29	29	$0
Bisonwood Financial Management	Very High 68%	19	28	$2.2M
Ford Financial Solutions, LLC	Very High 61%	17	28	$750K
Pebble Management Group	Low 21%	6	28	$640K
Stone Fortress Wealth Strategies	Very High 100%	28	28	$2M
Cantata Wealth Management, LLC	Very High 70%	19	27	$3.2M
Levenson Wealth LLC	Very High 100%	27	27	$4.1M
Zor Capital, LLC	Very High 50%	20	40	$740K
Abacus Financial Planning	Very Low 0%	—	26	$230K
Artham Advisors	High 42%	11	26	$780K
MDS Wealth Advisors, LLC	High 35%	9	26	$1.1M
Course 26, LLC	Very High 100%	25	25	$700K
RNS Wealth Management, LLC	Very Low 0%	—	37	$110K
Hedged Private Wealth	Low 16%	8	49	$87K
Guaranty Private Wealth	Very High 63%	22	35	$1.9M
Brett Josey Wealth Management LLC	Very High 57%	13	23	$6.2M
Veritas Wealth Advisors, LLC	Very High 70%	16	23	$1.2M
Sycamore Financial Planning, LLC	Low 9%	3	34	$3.1M
Final Ascent Wealth Advisors, LLC	High 48%	10	21	$3.1M
HIP Investor, Inc.	Very High 52%	16	31	$690K
Advantage Wealth Management, L.L.C.	Very Low 0%	—	20	$240K
Shearman, Ralston Inc.	Very High 75%	15	20	$4.9M
Heritage Asset Managers, Inc.	Very High 55%	16	29	$2.8M
Raskin Global Inc.	Low 21%	8	38	$490K
Upbeat Wealth	Very Low 0%	—	19	$770K
Lindus Advisors, Inc.	Very High 54%	15	28	$490K
Belonging Wealth Management	Very Low 0%	—	18	$600K
Riverstone Asset Management, LLC	Very High 61%	11	18	$4.9M
Comprehensive Wealth Services, LLC	Very High 100%	34	34	$2.7M
Franklin Street Capital LLC	Very Low 0%	—	17	$2.8M
Wealth Innovation	Very High 100%	14	14	$910K
Adaptive Advice, LLC	Typical 28%	5	18	$460K
1st Financial Investment, Inc.	Typical 25%	4	16	$49K
Divergent Capital Asset Management LLC	Very High 50%	10	20	$2M
Integrity Financial Planning, LLC	Typical 30%	3	10	$380K
Strive Retirement Group	Low 14%	2	14	$430K
Harmon Financial Advisors, Inc.	Very Low 0%	—	8	$1.1M
SOW Advisors LLC	High 38%	3	8	$1.3M
HTB Wealth Advisors, LLC	Very Low 0%	—	7	$2.7M
Consortium Private Wealth LLC	Very High 100%	10	10	$65K
Ambastha Financial LLC	Very High 100%	5	5	$1.2M
Northstar Financial, Inc.	—	—	—	—
Rainier Wealth Planning, LLC	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
Trilogy Wealth Management, LLC	—	—	—	—

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