HNW client percentage for Supported firms serving clients in New Jersey

Supported firms active in New Jersey 375 firms

Very Low 0%-9%

Low 9%-24%

Typical 24%-39%

High 39%-64%

Very High 64%-100%

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

Median: 33%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Budnick Capital, LLC	—	—	—	—
Horizon Financial Group, Inc.	—	—	—	—
Intentional Asset Management	—	—	—	—
Irus Advisory Corporation	—	—	—	—
Juth Investment Advisory	—	—	—	—
Livelhood LLC	—	—	—	—
MMM Capital Ventures	—	—	—	—
Molokai Advisors	—	—	—	—
Penmar Wealth Management LLC	—	—	—	—
Personal Financial Specialists	—	—	—	—
Rivero CPA LLC	—	—	—	—
Sterling Legacy Advisors Inc.	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
True Path Financial LLC	—	—	—	—
Varbeco Wealth Management, LLC	—	—	—	—
WBB Securities, LLC	—	—	—	—
Navesink Advisors LLC	Very Low 0%	—	1	$400K
Essex Advisory	Very Low 0%	—	2	$3.9M
J.H. Darbie & Co., Inc.	Very High 100%	4	4	$1.5M
Blue Ox Capital Management, Inc.	Very Low 0%	—	4	—
Hill and Labarre Wealth Management	Very Low 0%	—	6	$42K
Meehan Wealth Advisors, LLC	Very High 100%	5	5	$0
Zorea Capital LP	Very High 100%	9	9	$5.6M
Welinsky and Welinsky CPAs	Very Low 0%	—	10	$0
Ziment Financial Advisors, Inc.	Very High 100%	10	10	$4.8M
CIO Capital Group LLC	Very High 100%	7	7	$5.7M
Pulver Capital Management LLC	Very High 86%	6	7	$12M
CFS Financial, LLC	Very Low 0%	—	8	$210K
Luna Partners	Very Low 0%	—	8	$79K
Hamilton & Company	Very High 100%	9	9	$0
Paoli Financial Advisors, Ltd.	Very High 100%	9	9	$580K
Capital Planning Associates, Incorporated	Very Low 0%	—	10	—
Asia Global Asset Management, Inc	Very Low 0%	—	22	—
TJ Capital Holdings LLC	Very High 73%	8	11	$240K
IONE Capital Management LLC	Very High 100%	12	12	$420K
Lepore Financial Services LLC	Very Low 0%	—	12	$240K
Vilga Financial Planning LLC	Very High 100%	19	19	$8.9M
Generation Wealth Management	Very Low 0%	—	20	$160K
Vanquour LLC	Very High 100%	27	27	$2.5M
Basalt Wealth Inc.	Very Low 0%	—	14	$36K
Comprehensive Wealth Services, LLC	Very High 100%	34	34	$2.7M
New Line Capital, LLC	Very High 65%	17	26	$1.1M
Duncan Financial Group, LLC	Very Low 0%	—	18	—
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
Goydas Capital Investment Management, LLC	High 53%	10	19	$990K
Genrise Wealth Advisors LLC	Very Low 0%	—	20	$600K
Rimac	Low 10%	2	20	$380K
COMPASS Wealth Management, LLC	Very Low 0%	—	21	—
Vassos Investments, LLC	Typical 38%	8	21	$1.1M
Merrion Investment Management Co, LLC	High 63%	20	32	$4.6M
Capital Enhancement, LLC	Very High 100%	22	22	$4.7M
Zulu Dreams Capital LLC	Very Low 0%	—	22	$340K
Kingsbridge Advisors, LLC	Very High 100%	45	45	—
Clearbrook Investment Solutions LLC	Very High 100%	36	36	$2.4M
HAPPYRICH Capital	High 50%	24	48	$910K
IndoUsequities LLC	Very High 100%	12	12	$0
Nigido Mullin Investment Strategies, LLC	Typical 33%	8	24	$640K
Poxono Capital	Very High 64%	32	50	$360K
Redmount Capital Partners LLC	High 44%	11	25	$750K
Smolin Wealth Advisors, LLC	Very Low 0%	—	25	—
Main Street Financial Life Advisors, LLC	Low 21%	8	38	$1.5M
Cooney Financial Advisors Inc	Very Low 4%	1	26	$540K
Princeton Value Partners LLC	Very High 100%	27	27	$570K
Groesbeck Investment Management Corp	High 55%	16	29	$1.5M
Springreef LLC	Very High 100%	29	29	$0
Summit Place Financial Advisors, LLC	Very High 85%	50	59	$5M
Comprehensive Wealth Solutions, LLC	High 55%	33	60	$6.2M
Cereus Financial Advisors, LLC	Typical 35%	11	31	$1.2M
McMillan Analysis Corporation	High 60%	29	48	$490K
Unique Financial Advisors LLC	High 53%	26	49	$1.5M
G.B. Allen Associates, Inc.	High 43%	15	35	$1.7M
VIM Wealth Management, LLC	Very High 70%	50	71	$440K
A. Gary Shilling & Co.	Very High 100%	18	18	$2.3M
Orion Financial Advisors	Very Low 0%	—	54	$280K
Stembrook Asset Management, LLC	Very High 75%	27	36	$4.1M
M.K. Byrne & Co. LLC	Very High 70%	26	37	$2.5M
Penbrook Management LLC	High 50%	37	74	$2M
CM Capital Partners	High 46%	26	56	$260K
Dillon Capital Management	Typical 34%	19	56	$1.2M
Mint Asset Management LLC	High 45%	25	56	$1.1M
Loudon Investment Management, LLC	High 48%	36	75	$2.9M
Israel's Ferguson Asset Advisors LLC	High 47%	18	38	$480K
Nashional Investments	Very Low 0%	—	58	$280K
Managed Wealth Advisors	High 46%	18	39	$960K
S & A Financial Strategies & Services, LLC	Very Low 0%	—	39	$420K
Epic Wealth Management LLC	Very Low 0%	—	80	$170K
Versatile Capital Management L.L.C.	Very High 75%	30	40	$3.1M
Global Wealth Management, LLC	High 51%	31	61	$3M
Xpotential Inc.	High 61%	38	62	$1.1M
Fifth Set Private Wealth Management LLC	Very High 70%	44	63	$2.5M
Tandem Capital Management, Inc.	Very High 86%	72	84	$2.9M
GCB Private Wealth	Typical 33%	14	43	$800K
Legacy Investment Advisors, LLC	Low 11%	7	65	$460K
AEM Asset Management, LLC	High 50%	22	44	$2.4M
Constantia Capital LLC	Very High 98%	43	44	$420K
Target Rock Wealth Management, LLC	High 45%	40	88	$1.1M
Lexington Avenue Capital Management, LLC	Typical 31%	21	67	$1.1M
Covington & Associates, Inc.	Very High 67%	30	45	$4.4M
Muntz Financial, LLC	Typical 34%	32	93	$1.2M
Prosperiant Wealth Management, LLC	High 55%	26	47	$1.1M
Wilde Capital Management, LLC	Very Low 0%	—	47	$220K
The Inspired Network Wealth Advisory	Very Low 0%	—	48	$370K
M&A Wealth	Typical 35%	34	97	$170K
Emancipare Investment Advisors	Very Low 0%	—	49	$0
Revel Wealth Management	Very Low 8%	4	49	$5.3M
Cenacle Partners	Typical 30%	15	50	$1.5M
Firebrand Wealth Management, LLC	Low 21%	21	100	$790K
Maisch Financial Partners, LLC	Very Low 0%	—	25	$670K
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
Lionshead Wealth Management, LLC	High 40%	41	103	$2.1M
Westfield Wealth Management, LLC	High 41%	32	78	$1.2M
Jersey Shore Portfolio Management, LLC	Low 23%	12	53	$420K
Compass Private Wealth Group LLC	Very High 84%	67	80	$1.4M
Ahara Advisors	Very High 100%	55	55	$3.4M
The Goodland Group	Very High 70%	77	110	$650K
Whealth Advisors	High 58%	32	55	$1.6M
H&S Tax and Wealth Advisors LLC	Low 23%	19	83	$820K
Clemensen Capital Company LLC	Typical 32%	36	112	$590K
BPP Wealth Solutions, LLC	Very High 64%	72	113	$2.2M
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
Strategic Financial	Very High 80%	69	86	$0
Excel Capital Management Corp	Very High 100%	58	58	$2.9M
Lyons Investment Management	High 48%	14	29	$1.9M
PortSalus Wealth Management	Typical 36%	21	58	$1M
Virji Investments, Inc.	Low 12%	7	58	$580K
Repex Investment Management Co., Inc.	Typical 29%	17	59	$930K
Caleo Capital N.A. LLC	Very Low 8%	9	119	$910K
Delta Capital Management LLC	Very High 100%	30	30	$3.5M
Impact Advisors Group	Low 23%	21	90	$780K
S Squared Retirement Solutions LLC	Very High 80%	48	60	$1M
Waypoint Financial, LLC	Low 17%	10	60	$610K
LiftPoint Family Wealth Advisors, LLC	Very High 74%	45	61	$3M
Stewards Advisory Services	High 46%	28	61	$1M
Upright Financial Corp	High 39%	12	31	$1.5M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Century Business & Financial Services	Low 11%	7	63	$220K
Domani Advisors	Very High 67%	42	63	$5.3M
Bergamot Asset Management LP	High 49%	47	95	$760K
Nobles & Richards Advisors, LLC	Low 9%	11	128	$270K
The Private Client Advisory Group, LLC	Low 11%	14	130	$450K
Taurus Financial	Very High 94%	62	66	$1.3M
Tenon Financial	Very High 96%	95	99	$3.2M
M Financial Planning Services, Inc	Very Low 0%	—	100	—
Shore Financial Planning	Very Low 0%	—	67	$820K
Augulis Financial Firm, L.L.C.	Typical 24%	16	68	$800K
Financial Decisions, LLC	Very High 88%	120	136	$2.3M
Palante Wealth Advisors, LLC	Typical 33%	34	102	$1.1M
The Quick Group LLC	Very High 100%	34	34	$2.2M
Terra Nova Asset Management LLC	Very High 84%	58	69	$3.2M
NorthStar Portfolio Investments, LLC	Typical 26%	18	70	$920K
Tittmann & Rusch, LLC	Very Low 0%	—	70	—
ValuEngine Capital Management LLC	Very Low 0%	—	70	$250K
Paramount Financial	Very Low 1%	1	106	$230K
DGM Asset Management, L.L.C.	Very High 66%	47	71	$1.1M
L&L Partners Wealth Management, LLC	High 62%	46	74	$850K
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Prospect Hill Management, LLC	Very High 95%	35	37	$5.7M
Transition Financial Advisors Group, LLC	Very High 71%	106	149	$2M
Alexander Beard (USA) Inc.	Low 23%	17	75	$650K
Guided Capital Wealth Management, LLC	High 43%	66	153	$1.4M
QP Wealth Management, LLC	Very High 71%	82	115	$3.5M
Bourne Lent Asset Managament, Inc.	Very High 67%	52	78	$3.5M
Ciro Capital LLC	Typical 37%	29	78	$1.4M
Geneva Financial Group	Typical 31%	12	39	$4M
VaMa Oak Wealth, LLC	Typical 31%	36	117	$780K
Van Grouw Advisors, LLC	Typical 28%	22	78	$880K
Wealthnest Capital Inc.	Very Low 8%	6	78	$450K
Halberstadt Financial Consultants Inc	High 43%	68	157	$1.1M
Investment Advisor Group	Very Low 8%	10	123	$660K
Saddle River Capital Management, LLC	Very Low 0%	—	82	$210K
Apogee Financial Services Group, Inc.	Very Low 0%	—	124	$390K
Wealthcare Solutions, LLC	Low 18%	15	83	$630K
N.N.A.I.A	Very Low 0%	—	84	—
Integrity Investment Advisors, LLC	Very Low 6%	11	170	$370K
MK3 Wealth LLC	Typical 34%	29	85	$1.2M
Ridgewood Investments	Typical 33%	56	170	$1.7M
Princeton Capital Management LLC	High 58%	99	171	$2.3M
Retirement Systems LLC	Very Low 0%	—	172	$220K
Retirement Wealth Management, LLC	Typical 34%	29	86	$710K
SG Securities, LLC	Very Low 5%	4	86	$190K
Your Planning Partner LLC	Low 19%	16	86	$1.1M
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M
Gci Financial Group	Typical 37%	48	130	$980K
Strategic Wealth Solutions LLC	Very Low 5%	7	130	$230K
Global Value Investment Corporation	Typical 31%	54	174	$1.1M
Chesapeake Capital Management, LLC	Typical 26%	45	176	$190K
Sound Wealth LLC	Low 23%	10	44	$650K
RockCrest Financial LLC	Low 19%	25	133	$330K
Avrio Wealth PTE LTD	Very High 100%	134	134	$1.3M
Sensenig Capital Advisors, Inc.	High 46%	61	134	$1.5M
46 Peaks Investment Advisory Group	Very High 67%	91	135	$2M
Gen Y Planning	Low 12%	11	90	$600K
Portus Wealth Advisors, LLC	Typical 36%	48	135	$1.5M
Ethos Capital Management, Inc.	High 53%	96	181	$860K
MPI Wealth Management LLC	Very High 68%	93	136	$930K
Obrien Greene & Co Inc	Very High 65%	89	136	$2.4M
Kensington Financial Advisors LLC	High 46%	42	91	$1.8M
Astra Wealth Partners	High 43%	59	137	$1.6M
First Light Wealth Advisors, LLC	Typical 29%	27	93	$1.2M
Oceanic Capital Management LLC	Low 13%	12	93	$490K
Lynch Investment Planning, LLC	Typical 33%	46	140	$1M
RPM Capital Management, LLC	Very High 96%	135	140	$510K
Talisman Wealth Advisors, LLC	High 48%	68	141	$1.8M
Meadowbrook Advisors	High 57%	81	142	$2.3M
Friedenthal Financial, LLC	Typical 36%	68	190	$1M
Linden Rose Investment LLC	Typical 33%	31	95	$650K
RMAS, Inc.	Typical 36%	34	95	$760K
Sacks & Associates, LLC	High 46%	66	143	$1.5M
Focus Wealth Advisors LLC	Low 12%	12	98	$180K
RCPlanners	Low 12%	18	148	$540K
Crossover Capital	Very High 65%	64	99	$1.8M
OFC Wealth Management	High 40%	40	99	$1.8M
Tepp Wealth Management	Typical 35%	52	149	$1.3M
Viable	Typical 25%	49	199	$810K
Creative Capital Wealth Management Group	Typical 35%	70	200	$180K
Tango Capital Management, LLC.(Tcm)	Typical 24%	24	100	$130K
Thurston Hall Investment Research, LLC	Low 10%	10	100	$780K
Lisch Investment Management LLC	Low 14%	14	101	$620K
Stone Pine Financial Partners	High 51%	102	202	$1.3M
Stage Wealth Management, Inc.	Very High 80%	162	203	$470K
Fiduciary Pension Partners, LLC	Typical 24%	12	51	$730K
V2 Financial Group, LLC	High 58%	119	205	$1.7M
Beckerman Wealth	Very High 67%	139	206	$1.4M
Five Rivers Financial Advisors, LLC	Low 20%	21	104	$530K
BCS Private Wealth Management	High 55%	118	213	$2M
Kevin M. Gibney and Company, LLC	High 49%	53	108	$2.8M
Podell Financial Group LLC	Low 15%	32	216	$880K
Shamrock Financial Services	Low 9%	10	109	$240K
Stratacore Capital Management, LLC.	Typical 29%	32	109	$600K
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
American Wealth Administration Group LLC	Typical 35%	58	167	$290K
Heydorn Stone Capital Management LLC	High 56%	63	113	$1.2M
Emissary Wealth	Low 17%	38	229	$730K
Ronald Gelok & Associates, LLC	Low 13%	30	230	$320K
IRON Financial LLC	High 47%	108	232	$2M
Songbird Capital, LLC	High 53%	31	58	$1.3M
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
S.F. Ehrlich Associates, Inc.	High 47%	55	117	$1.6M
Hartley Advisors Corp.	Typical 31%	36	118	$900K
Jeffrey N. Mehler, CFP LLC	Very High 74%	131	177	$2.3M
Longview Financial Advisors, LLC	High 61%	72	118	$2.7M
Main Line Group Wealth Management, LLC	Very High 68%	41	60	$1.9M
Pleasantdale Wealth Management, LLC	Low 19%	35	181	$600K
Cadia Private Client LLC	Typical 38%	46	122	$1.5M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Hillcrest Wealth Advisors - NY, LLC	Very High 90%	56	62	$6.3M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Redfield, Blonsky & Starinsky, LLC	Typical 26%	33	125	$470K
Cairn Financial Group	Low 11%	20	189	$380K
RDM Capital Associates Inc	High 39%	49	126	$1.2M
United Success Wealth Management	Typical 35%	22	63	$1.2M
U.S. Private Wealth, LLC	Typical 33%	62	189	$1.1M
Northbrook Financial	Low 19%	24	127	$680K
Tandem Investment Partners, LLC	Low 19%	36	191	$1M
Eagles Coast Wealth Management, LLC	Low 9%	12	129	$390K
Weingarten Associates, L.L.C.	Very High 89%	58	65	$3.1M
Personal Financial Solutions, LLC	Typical 30%	39	131	$1.2M
The Investment Connection LLC	Typical 35%	46	132	$820K
East Coast Wealth Management, Inc.	Typical 30%	60	201	$760K
Haddonfield Financial Planning LLC	Typical 34%	68	203	$650K
360 Degrees Capital Management LLC	Very Low 4%	3	68	$290K
Financial Futures	High 44%	89	204	$1.3M
Excomp Asset Management Ltd	Typical 26%	36	137	$920K
Shapiro Financial Security Group, Inc.	Very Low 0%	—	137	$1.1M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Kagan Coccoza Asset Management	Typical 37%	51	139	$1.2M
Masters Legacy Planning	Typical 34%	47	139	$1.7M
SJBenen Advisory, LLC	Typical 35%	49	139	$2.6M
Income & Asset Advisory, Inc.	Low 19%	53	279	$620K
AJF Capital Management, Inc.	Typical 35%	97	280	$620K
Third Eye Associates, Ltd	High 39%	82	211	$0
Locker Financial Services, LLC	High 46%	65	141	$1.5M
RM Private Wealth Management	Very High 100%	71	71	$4.8M
TC Financial Management, Co Inc.	Typical 26%	37	144	$850K
Villafranco Wealth Management	Typical 36%	26	72	$1.8M
High Point Wealth Management, LLC	Typical 29%	43	146	$1.3M
The Hogan-Knotts Financial Group, Inc.	High 57%	85	150	$2M
Cherrydale Wealth Management, LLC	Very High 100%	76	76	$6.5M
Davidson Wealth Management LLC	Typical 24%	54	228	$750K
Garden State Retirement Specialists, LLC	High 41%	63	152	$720K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Guidance Wealth Advisors LLC	Low 16%	25	153	$390K
Gold Coast Wealth Management, LLC	High 42%	65	154	$2.3M
Meschel Wealth Management LLC	Low 19%	29	155	$610K
Wealth Creation Management Group LLC	Low 13%	21	157	$650K
Visconti & Associates, a Financial Services LLC	Very Low 2%	3	158	$150K
Kubhera Enterprises LLC	Very High 91%	216	238	$850K
Eagle Investors LLC	Very Low 0%	—	240	$0
Releve Financial Group	Typical 27%	87	321	$800K
Shri Advisors	Low 17%	28	161	$630K
LodeStar Advisory Group, LLC	Low 21%	34	162	$570K
Vermillion & White Wealth Management Group	Typical 24%	79	334	$620K
Corrado Advisors, LLC	Typical 24%	80	337	$720K
Guerra Pan Advisors, LLC	High 56%	48	85	$2.5M
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Opulus	Low 19%	33	170	$520K
Asset Advisory Group, Inc.	High 50%	86	171	$2.8M
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
Stash Wealth, LLC	Very Low 0%	—	174	$300K
WP Asset Management	Typical 25%	44	177	$470K
Cooper Eagle, LLC	Very Low 7%	13	179	$250K
Giverny Capital Advisors	High 54%	96	179	$1.8M
Double Diamond Investment Group, LLC	Very High 72%	65	90	$720K
TA Capital Management, LLC	High 60%	54	90	$4.5M
Clarus Group LLC	Very Low 6%	11	182	$800K
Diversified Planning Strategies Advisors LLC	Low 11%	39	364	$420K
Schorpp Capital Management	High 55%	101	182	$380K
Innovative Family Office LLC	Very Low 5%	13	276	$240K
Brightside Wealth Planning, LLC	Low 19%	35	188	$450K
Vaughan and Company Securities, Inc.	Typical 32%	60	190	$1.2M
VCP Financial LLC	Very High 65%	252	385	$290K
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
LifeCapital Partners LLC	Low 14%	42	297	$450K
Pegasus Management Services L.L.C.	Very Low 5%	10	201	$190K
SFI Advisors, LLC	Low 11%	32	304	$580K
Capital Estate Advisors, Inc.	Typical 38%	39	102	$1.1M
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Borer Denton & Associates, Inc.	Very High 65%	136	209	$1.6M
Align Advisor Group, LLC	Low 15%	31	210	$610K
Michael J. Porro & Co. Financial Advisors, Inc.	Typical 28%	58	210	$780K
Targeted Financial Services, LLC	Low 15%	65	422	$610K
Private Client Group Asset Management	High 40%	44	109	$1.3M
Bluefin Financial	Low 21%	68	329	$860K
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Duke and Duke Wealth Management LLC	Very Low 0%	—	331	$230K
Tranquilli Financial Advisor, LLC	Typical 36%	80	221	$900K
Family Wealth Partners LLC	Low 18%	41	222	$590K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Lavish Financial Planning	High 47%	105	225	$160K
Saiph Capital, LLC	High 54%	122	225	$2M
Timbuktu Capital Management, LLC	High 41%	47	115	$820K
Stawnychy Financial Services, Inc.	Low 22%	25	116	$980K
Copper Beech Financial Group, LLC	High 51%	60	118	$920K
Roxbury Financial	Low 22%	52	239	$680K
Woloshin Investment Management, LLC	Very Low 0%	—	361	$480K
McGovern Financial Planning, LLC	Low 12%	15	121	$530K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
Massey Morgan Wealth Management, LLC	Very Low 0%	—	249	—
Reshape Wealth	Very High 69%	88	127	$1.8M
Digital Asset Investment Management	Low 9%	24	255	$310K
G & R Financial Solutions LLC	Low 23%	30	128	$480K
Neu Wealth Group	Typical 30%	39	128	$2.2M
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Rice Wealth Management Group, Inc.	Low 20%	26	130	$700K
Quantel Asset Management LLC	Typical 36%	47	132	$450K
LUMINIST Capital, LLC	Very Low 8%	44	530	$200K
Mullooly Asset Management, Inc.	Low 21%	114	533	$850K
Redwood Wealth Management Group, LLC	Low 18%	72	400	$630K
WealthFD	Very Low 3%	13	406	$190K
TKG Wealth Advisers LLC	Very Low 0%	—	271	$360K
Institutional Investment Advisors Corp	Typical 32%	44	137	$680K
Bautis Financial, LLC	Low 10%	27	275	$720K
Kaplan Wealth Management, Inc.	Typical 30%	86	287	$310K
VCM Wealth	High 51%	149	291	$360K
Castle Financial & Retirement Planning Associates Inc	Low 23%	33	146	$740K
Invest For A Lifetime, LLC	Very Low 4%	13	304	$220K
Baron Financial Group LLC	Typical 35%	106	306	$1.2M
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Sage Capital Management LLC	Very High 79%	249	314	$1.1M
Broadway Advisor Group	Low 23%	71	315	$640K
Sherpa Capital Management	Typical 35%	56	158	$670K
Unified Wealth Management LLC	Low 10%	31	325	$460K
Shaker Financial Services	Typical 31%	101	329	$870K
Capasso Planning Partners LLC	Low 18%	60	340	$760K
PCB Capital LLC	Low 19%	68	358	$520K
Seraphim Capital Management, LLC	Very Low 4%	8	180	$350K
Skyview Financial Group, LLC	Low 11%	41	362	$790K
Boyar Asset Management, Inc.	High 49%	91	185	$840K
Leicht Financial Planning and Wealth Management	High 44%	85	194	$1.2M
Aljen Asset Management LLC	Low 23%	93	397	$410K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Granite Rose Wealth Alliance LLC	High 48%	98	205	$140K
Borabond, LLC	Very Low 0%	—	207	$400
Hepworth Equity Partners, LLC	Typical 30%	127	421	$320K
Federal Prep	Very Low 0%	—	637	$130K
Stern Capital Management, Inc.	Low 10%	67	649	$460K
HFM INVESTMENT ADVISORS, Inc.	High 58%	127	218	$2.2M
Q Capital Solutions	Typical 37%	83	225	$940K
Standfast Asset Management, LLC	Low 19%	43	227	$430K
Bayridge Financial Group, Inc.	Very Low 4%	18	488	$190K
Anchored Financial Planning LLC	Low 10%	52	500	$370K
Rockdale Financial Services, Inc.	Low 9%	24	262	$220K
Island Financial Advisors	Very Low 5%	19	391	$210K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Feldstein, Steven dba Steven Feldstein & Associates	Very High 100%	526	526	$300K
ICN Holding	Very Low 1%	8	796	$43K
ACA/Prudent Investors Planning Corporation	Very Low 8%	70	880	$400K

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