HNW client percentage for Supported firms serving clients in New York

Supported firms active in New York 661 firms

Very Low 0%-10%

Low 10%-23%

Typical 23%-39%

High 39%-64%

Very High 64%-100%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Basic Capital Advisors LLC	—	—	—	—
Claris Advisors, LLC	—	—	—	—
Crito Capital Advisers LLC	—	—	—	—
DSJ Wealth Management LLC	—	—	—	—
Everbridge Advisors	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
FactorPoint Planning, LLC	—	—	—	—
First Financial Services	—	—	—	—
Freedom Investments, Corp.	—	—	—	—
Goldstrike Capital LLC	—	—	—	—
Grant Wealth Advisors LLC	—	—	—	—
Guardant Wealth Advisors	—	19	34	—
Horizon Financial Group, Inc.	—	—	—	—
Intentional Asset Management	—	—	—	—
Ithaka Strategic Partners	—	—	—	—
Juth Investment Advisory	—	—	—	—
Lancaster	—	—	—	—
Livelhood LLC	—	—	—	—
Prism Planning and Solutions Group	—	—	—	—
Progressive Financial Planning Services Inc.	—	—	—	—
R & R Wealth Strategies, LLC	—	—	—	—
Sterling Legacy Advisors Inc.	—	—	—	—
Strong Wealth Advisors, LLC	—	—	—	—
Tailored Wealth Solutions	—	—	—	—
The Florio Wealth Management Group	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
Ensemble Financial, Inc.	Very High 100%	1	1	$0
PMC Wealth, LLC	Very High 100%	1	1	$550K
Seven Canyons Advisors, LLC	Very High 100%	2	2	$3.6M
Trustee Empowerment & Protection, Inc.	Very Low 0%	—	3	$0
Concentrated Risk Solutions Inc.	Very Low 0%	—	2	—
CWM Partners, LLC	Very High 100%	2	2	$29M
Essex Advisory	Very Low 0%	—	2	$3.9M
J.H. Darbie & Co., Inc.	Very High 100%	4	4	$1.5M
Trowbridge Capital Partners LLC.	Very High 100%	2	2	$7.9M
Vanda Research Corp	Very High 100%	2	2	—
VinsonCap Wealth Advisors LLC	Very High 100%	2	2	$2.8M
Diamond Nestegg	Very Low 0%	—	3	—
Volumetric Advisers	Very Low 0%	—	3	$70K
Kensington Wealth Management, LLC	Very Low 0%	—	5	$900K
9D Capital LLC	Low 17%	1	6	$1.8M
Addigence Corporation	Very High 100%	2	2	$0
HHL Wealth Advisors Inc.	Very Low 0%	—	4	$38K
Nye Street Partners LLC	Very High 83%	5	6	$1.7M
The Healy Group LLC	High 50%	2	4	$4.3M
Tuttle Financial Services, Ltd.	Very Low 0%	—	4	$0
Aperture Advisors LLC	Very High 100%	5	5	$3.2M
Arons Wealth Management LLC	High 60%	3	5	$950K
Fern Impact Advisors, LLC	Very Low 0%	—	5	$350K
Next GEN Advisors, LLC	Very High 100%	5	5	$1.8M
Strider Capital, LLC	Very High 100%	8	8	$6.1M
Handal Dunaway LLC	Very High 67%	2	3	$9K
Pension Maxima Investment Advisory, Inc.	Typical 33%	3	9	$270K
Ziment Financial Advisors, Inc.	Very High 100%	10	10	$4.8M
CIO Capital Group LLC	Very High 100%	7	7	$5.7M
Huygens Capital LLC	Very High 100%	7	7	$1.5M
Mary & Pip	Very Low 0%	—	7	$78
The Affinity Group, LLC	Very Low 0%	—	7	$97K
Eagle Talon Partners	Very High 100%	4	4	$1.5M
Golden Eagle Capital Advisors, Inc.	Very High 88%	14	16	$450K
2pifinancial Corp.	Typical 33%	3	9	$170K
Middle Coast Investing LLC	Typical 33%	3	9	$1.3M
Acorn Capital Partners, LLC	Very High 100%	10	10	$590K
AMWH Asset Management LLC	Very Low 0%	—	10	$920K
Broadcore Investments LP	Very High 100%	5	5	$1.5M
Development Group LLC	Very Low 0%	—	5	—
Dynic Wealth Management LLC	High 53%	8	15	$3M
Smithbrook, LLC	Very High 100%	15	15	$6M
Asia Global Asset Management, Inc	Very Low 0%	—	22	—
Muse Capital Management LLC	Typical 36%	4	11	$8.6M
TJ Capital Holdings LLC	Very High 73%	8	11	$240K
Wesfair Advisory Group, Inc.	High 45%	5	11	$2.3M
Kineo Capital LLC	Very High 100%	17	17	$1M
KDB Asset Management, LLC	Very Low 0%	—	12	$1M
Vilga Financial Planning LLC	Very High 100%	19	19	$8.9M
Avior Capital Markets US, LLC	Very Low 0%	—	13	—
Nubian Square Investment Advisors, LLC	Very Low 8%	2	26	$260K
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
Blue Elm Advisors	Very Low 7%	1	15	$370K
Optimus Wealth Management Group, Inc.	Very Low 0%	—	15	—
Sinopoli & Sinopoli FInancial Services, LLC	Very High 90%	27	30	$510K
Calm River Capital LLC	Very High 70%	16	23	$550K
Complete Advisors	Very High 100%	16	16	$4.2M
Saposh & Malter, Inc.	Very Low 0%	—	16	$1.5M
Uprise Advisers LLC	Very Low 3%	1	32	$0
Safe Harbor Asset Management, Inc.	Very High 88%	22	25	$1M
BOS Taurus	High 47%	8	17	$1M
Collaborative Capital Advisors LLC	Very High 100%	17	17	$23M
GT Investment Management, LLC	Very High 100%	35	35	$160K
AG Wealth Management, PLLC	High 56%	10	18	$770K
Atlantis Asset Management, LLC	Very Low 0%	—	27	$920K
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
Goydas Capital Investment Management, LLC	High 53%	10	19	$990K
Upbeat Wealth	Very Low 0%	—	19	$770K
IADVISE Partners	Very High 100%	20	20	$11M
Mavros Capital Management, LLC	Very High 100%	10	10	$3.2M
Rimac	Low 10%	2	20	$380K
Shearman, Ralston Inc.	Very High 75%	15	20	$4.9M
HIP Investor, Inc.	High 52%	16	31	$690K
Municipal Asset Management Inc	Very High 76%	16	21	$4.9M
Tekmen Wells LLC	Very High 90%	19	21	$4.2M
J.P.Morgan Wealth Management Solutions Inc.	Low 19%	6	32	$270K
Pendragon Capital Management, Inc.	High 42%	18	43	$1M
Bruderman Private wealth	Very High 67%	22	33	$2.3M
MSM Financial Strategies	Low 21%	7	33	$1.1M
Robert W. Colby Asset Management, Inc.	High 41%	9	22	$210K
Kingsbridge Advisors, LLC	Very High 100%	45	45	—
Basile Financial Group, Inc.	Very Low 9%	2	23	$200K
Oak & Reed Capital Management, LLC	Very High 70%	16	23	$630K
Big Rock Advisors LLC	Very Low 0%	—	36	$430K
Centennial Wealth Management Inc.	Very Low 0%	—	24	$230K
Clearbrook Investment Solutions LLC	Very High 100%	36	36	$2.4M
HAPPYRICH Capital	High 50%	24	48	$910K
Nigido Mullin Investment Strategies, LLC	Typical 33%	8	24	$640K
Fealty Group LLC	Very Low 0%	—	25	$120K
Poxono Capital	Very High 64%	32	50	$360K
SAGE 360 Advisors LLC	Typical 24%	6	25	$860K
Smolin Wealth Advisors, LLC	Very Low 0%	—	25	—
Malatai Capital LLC	Low 21%	8	38	$1.7M
Cooney Financial Advisors Inc	Very Low 4%	1	26	$540K
Fidare Wealth Solutions LLC	Very High 77%	20	26	$540K
Garrison Murphy Wealth Management, LLC	Very High 96%	25	26	$8M
Magnifina, LLC	Very Low 0%	—	13	$2.4M
Strategic Wealth Management LLC	Very Low 0%	—	26	$630K
Anova Management	Very High 75%	30	40	$480K
Zor Capital, LLC	High 50%	20	40	$740K
First Light Investment Advisors	Very Low 0%	—	41	$300K
Barak Asset Management LLC	Low 14%	4	28	$160K
Bruin Wealth Advisors LLC	High 61%	17	28	$1.1M
Ford Financial Solutions, LLC	High 61%	17	28	$750K
Trimarc Wealth Management LLC	Very High 100%	14	14	$15M
Magnolia Capital Management	High 47%	27	57	$2.3M
Castfirm Advisors LLC	Low 10%	3	29	$1M
Springreef LLC	Very High 100%	29	29	$0
Summit Place Financial Advisors, LLC	Very High 85%	50	59	$5M
Acanto, LLC	Very Low 3%	1	30	$300K
Mighty Oak Management LLC	High 53%	24	45	$330K
RM Sincerbeaux Capital Management, LLC.	Very High 100%	15	15	$15M
RDG Capital Management LLC	High 46%	21	46	$1.6M
ARCAP Partners LLC	High 45%	14	31	$1M
Bluering Advisors, Inc	Very Low 0%	—	31	$480K
Cereus Financial Advisors, LLC	Typical 35%	11	31	$1.2M
Java Wealth Planning	Typical 26%	8	31	$660K
Beacon Financial Advisors	Very High 81%	38	47	$4.5M
Craft Wealth Management LLC	Very Low 0%	—	63	$160K
Tanaka Capital Management Inc	High 44%	7	16	$1.5M
The World Changers Investments, LLC	Very Low 0%	—	32	$300K
VII Capital Management LLC	Very High 65%	31	48	$580K
Unique Financial Advisors LLC	High 53%	26	49	$1.5M
Investors Mosaic	Very High 79%	26	33	$5.6M
Timm Financial Services	Very Low 0%	—	33	$360K
Snow Financial Management, LLC	Very High 70%	35	50	$2M
Apricity Financial, LLC	High 49%	33	67	$1.4M
Minerva Wealth Advisory	Very High 71%	24	34	$2.3M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
AG Asset Advisory, LLC	Very High 94%	33	35	$12M
Kamke Investment Strategies Inc.	High 60%	21	35	$2M
Upleft Asset Management	Typical 34%	18	53	$1M
VIM Wealth Management, LLC	Very High 70%	50	71	$440K
Compass	Low 20%	11	54	$880K
Evolve Investing LLC	High 42%	15	36	$1.9M
Stembrook Asset Management, LLC	Very High 75%	27	36	$4.1M
Penbrook Management LLC	High 50%	37	74	$2M
CM Capital Partners	High 46%	26	56	$260K
Mint Asset Management LLC	High 45%	25	56	$1.1M
Osprey Private Wealth LLC	Very High 79%	44	56	$6.1M
Paramount Wealth Advisors	Low 21%	12	56	$610K
WSA Affiliates, LLC	Low 18%	10	56	$0
Black Arrow Capital LLC	Typical 32%	12	38	$1M
CK Advisors, LLC	Very High 89%	34	38	$2.4M
Eagle's Crest Advisors, LLC	High 55%	21	38	$1.6M
Haron Capital Management, LLC	Very High 100%	38	38	$1.2M
Israel's Ferguson Asset Advisors LLC	High 47%	18	38	$480K
Lunin-Pack Planning and Advice, LLC	High 39%	15	38	$680K
ROW Management Inc.	Typical 26%	10	38	$290K
Steward Inc.	High 42%	16	38	$1.7M
Federmann Financial Advisors Inc.	High 59%	34	58	$1.9M
Queenbridge Capital, LLC	Low 14%	8	58	$1.4M
Re Envision Wealth	Typical 37%	29	78	$1.1M
Renew Family Wealth	Typical 23%	18	78	$1.2M
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Theory Planning Partners	Very Low 8%	5	59	$560K
Innovative Wealth Management	Very Low 6%	5	79	$96K
Epic Wealth Management LLC	Very Low 0%	—	80	$170K
Integrity Advisory Partners LLC	Typical 38%	15	40	$1.2M
Leeb Capital Management, Inc.	High 58%	35	60	$1.8M
Matrix Private Wealth Management Inc.	Low 13%	5	40	$270K
Sanders Smith Limited	Very Low 0%	—	40	—
Axiom Private Wealth, LLC	High 54%	22	41	$1.4M
CSG Financial	Very Low 6%	4	62	$250K
Xpotential Inc.	High 61%	38	62	$1.1M
Silicon Private Wealth, LLC	High 57%	47	83	$2.1M
Fifth Set Private Wealth Management LLC	Very High 70%	44	63	$2.5M
Tandem Capital Management, Inc.	Very High 86%	72	84	$2.9M
Attainable Wealth	High 44%	19	43	$1.1M
GCB Private Wealth	Typical 33%	14	43	$800K
GlassBead Capital Management LLC	Very High 100%	43	43	$3.2M
SMP Financial Planning, LLC	Very High 88%	38	43	$1.5M
TQM Wealth Partners	High 42%	27	65	$1.9M
AKPRIDE Financial Services	Low 20%	9	44	$560K
Elevate Planners	Typical 27%	12	44	$590K
Greenwich Financial Advisors, LLC	High 50%	22	44	$780K
Target Rock Wealth Management, LLC	High 45%	40	88	$1.1M
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Lexington Avenue Capital Management, LLC	Typical 31%	21	67	$1.1M
Sheehan Financial Advisors, LLC	High 57%	38	67	—
Benjamin Securities, Inc.	Very Low 7%	5	68	$490K
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Dorfman Value Investments LLC	Typical 28%	13	46	$700K
IHS Wealth Management LLC	High 39%	9	23	$1.7M
Inside Edge Capital Management, LLC	High 46%	21	46	$960K
J.C. Goodgal, Inc.	Very High 83%	19	23	$700K
Washington Square Capital Management LLC	High 43%	20	46	$2M
K2 Wealth Management LLC	Very High 100%	70	70	$1.7M
Livian & Co.	Very High 100%	47	47	$2.2M
Origin Wealth Advisers	Very High 77%	37	48	$1.7M
Kalantry Advisors LLC	Very High 65%	32	49	$350K
Caruso McLean & Co., Inc.	Very High 77%	76	99	$1.5M
Anchín Wealth Management LLC	Very High 100%	25	25	$0
Bluestone® Financial Advisors, LLC	Very High 100%	50	50	$3.9M
Firebrand Wealth Management, LLC	Low 21%	21	100	$790K
Jade & Cowry LLC	High 50%	25	50	$1.3M
Luesink Stenstrom Financial	High 58%	29	50	$1.9M
The Astorino Financial Group, Inc.	Very Low 0%	—	50	—
Copper River Advisors LLC	Low 14%	7	51	$1.8M
Great Wealth Investments	Low 14%	7	51	$310K
Midway Capital Research & Management LLC	High 57%	29	51	$1.6M
Naylor & Company	High 42%	43	102	$1M
Baer Investment Advisory LLC	Very High 65%	50	77	$1.5M
Lionshead Wealth Management, LLC	High 40%	41	103	$2.1M
Clutch Capital Management, LLC	Very Low 0%	—	104	$280K
Fiorile & Associates, LLC	Very Low 0%	—	52	$470K
Evident Financial	High 39%	31	79	$1.4M
Fyooz Financial Planning	High 47%	37	79	$750K
HV Capital Management	Typical 30%	16	53	$1M
Jersey Shore Portfolio Management, LLC	Typical 23%	12	53	$420K
Oak Maple Finance, LLC	High 44%	24	54	$1.7M
WWM Advisory Inc.	Very High 70%	38	54	$3.7M
The Goodland Group	Very High 70%	77	110	$650K
Whealth Advisors	High 58%	32	55	$1.6M
Clemensen Capital Company LLC	Typical 32%	36	112	$590K
I.M.S. Wealth Management, LLC	Low 14%	8	56	$680K
M & I Financial Planning Services	Very Low 0%	—	56	$330K
BPP Wealth Solutions, LLC	Very High 64%	72	113	$2.2M
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
Fieldstone Money Management, Inc.	Low 11%	6	57	$170K
Focus Point Capital LLC	Very High 100%	57	57	$1.1M
Coast Bridge Capital	Typical 24%	14	58	$270K
Colchester Investment Counsel LLC	Very High 66%	38	58	$2.2M
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Repex Investment Management Co., Inc.	Typical 29%	17	59	$930K
Mountain Vista Wealth Management	Typical 35%	21	60	$840K
Planful Finance LLC	Typical 33%	20	60	$890K
Propel Financial Advisors, LLC	Low 10%	12	120	$440K
Radix Organization, Inc.	Very High 100%	90	90	$2.2M
S Squared Retirement Solutions LLC	Very High 80%	48	60	$1M
The Bycoff Group LLC	High 43%	26	60	$710K
Symphony Retirement Partners LLC	Typical 37%	34	91	$400K
JR Snell Capital Management, LLC	Low 20%	12	61	$520K
Manhattan Wealth Management Group	Low 20%	12	61	$640K
Rockingstone Advisors	Very High 89%	54	61	$4.6M
Cove Private Wealth, LLC	Very High 100%	92	92	$4.9M
Garrison Bradford & Associates Inc	High 58%	53	92	$1.5M
Brennan Capital Management LLC	Typical 23%	14	62	$650K
Professional Financial	Very High 74%	69	93	$2.2M
Century Business & Financial Services	Low 11%	7	63	$220K
Domani Advisors	Very High 67%	42	63	$5.3M
Oppenheimer + Close, LLC	High 48%	61	126	$740K
Gramercy Strategic Capital LLC	Very High 81%	26	32	$7.7M
LL Financial Services, LLC	Typical 27%	17	64	$500K
Nobles & Richards Advisors, LLC	Very Low 9%	11	128	$270K
Semper Financial	Very Low 6%	4	64	$580K
Turtle Bay Group, Inc.	Very High 86%	55	64	$0
CS Advisors Inc.	Very High 64%	62	97	$1.2M
Experience Your Wealth, LLC	Typical 25%	16	65	$1.3M
One Hopper Asset Management	Low 12%	8	65	$760K
Strategic Wealth Capital	Low 22%	14	65	$3.6M
The Private Client Advisory Group, LLC	Low 11%	14	130	$450K
Main Street Financial	Low 22%	22	98	$730K
Abernathy Group II LLC	High 58%	19	33	$2.3M
Great Path Planning	Very High 83%	55	66	$2.5M
Kutz and Company Inc.	High 41%	27	66	$1.7M
RGA Investment Advisors, LLC	Low 19%	19	99	$850K
Taurus Financial	Very High 94%	62	66	$1.3M
TRG Capital Management, Inc.	Typical 38%	50	132	$720K
Shelter Rock Management, LLC	Very High 68%	91	133	$1.3M
Taconic Advisors	Very High 80%	107	133	$1.9M
Envest Asset Management, LLC	Low 19%	13	67	$680K
World Market Advisors	High 45%	30	67	$1.1M
Eagle Wealth Advisors	Typical 31%	31	101	$1.6M
Donalies Financial Planning, LLC	Very High 85%	115	135	$1.5M
Dorado Wealth Management LLC	Very Low 9%	6	68	$2.8M
Financial Decisions, LLC	Very High 88%	120	136	$2.3M
The Quick Group LLC	Very High 100%	34	34	$2.2M
DBA Seaside Financial & Insurance Services	Low 18%	24	137	$590K
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Terra Nova Asset Management LLC	Very High 84%	58	69	$3.2M
Cultivating Wealth	Typical 37%	64	175	$1.2M
Delaware Avenue Advisors Inc.	Very Low 0%	—	70	$380K
Matriarch Wealth Management, LLC	Very High 69%	48	70	$3.6M
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
WE Financial Group	Typical 31%	44	140	$910K
DGM Asset Management, L.L.C.	Very High 66%	47	71	$1.1M
Nottingham Wealth Partners, Inc.	Low 11%	16	142	$570K
Universal Wealth Management LLC	Very Low 6%	8	145	$190K
Shield Wealth Advisors	Low 21%	23	109	$630K
Steward Advisors Group, LLC	Typical 23%	25	109	$780K
L&L Partners Wealth Management, LLC	High 62%	46	74	$850K
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Wellspring Financial, LLC	Low 20%	22	112	$620K
Aldemar Research Corporation	High 56%	42	75	$1.1M
Compass Rose Strategic Partners LLC	High 45%	68	150	$690K
Rebellion Research	Very High 73%	55	75	$220K
Under Par Planning LLC	Low 13%	10	75	$440K
30-40 Wealth Partners	High 61%	23	38	$1.3M
Financial Freedom	Very High 84%	96	114	$3.9M
Imprint Wealth LLC	High 46%	35	76	$1.7M
Kentor Financial	Very Low 0%	—	76	—
Layline Advisors	High 42%	48	114	$1M
LeClair Wealth Partners	High 53%	80	152	$2.4M
Mollot & Hardy, Inc.	Low 13%	10	77	$880K
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
Settanni Financial LLC	Typical 32%	50	155	$2.2M
Bourne Lent Asset Managament, Inc.	Very High 67%	52	78	$3.5M
Ciro Capital LLC	Typical 37%	29	78	$1.4M
Franco Financial Advisors, Inc.	Very High 69%	27	39	$1.8M
Geneva Financial Group	Typical 31%	12	39	$4M
Stolzer Rothschild Levy LLC	High 42%	33	78	$1.5M
Value Investment Professionals, LLC	High 42%	66	156	$1.6M
Wealthnest Capital Inc.	Very Low 8%	6	78	$450K
Brewster Financial Planning LLC	Very High 89%	105	118	$2M
Wise Wealth Management, LLC	High 47%	37	79	$1.5M
Hemisphere Partners LLC	Very High 100%	40	40	$5.7M
Investment Advisor Group	Very Low 8%	10	123	$660K
Lyon Capital Management, LLC	High 57%	47	82	$1.1M
Rabenold Advisors, Inc.	Low 11%	9	82	$430K
MJC Advisors, LLC	Low 14%	12	83	$2.3M
SENIOR Financial and Realty Assoc.	Very Low 0%	—	83	$460K
Sonoma Private Wealth LLC	High 59%	49	83	$1.9M
Mana Financial Life Design	Typical 30%	38	126	$820K
Manhattan Global Asset Management LLC	Very High 100%	42	42	$4.9M
N.N.A.I.A	Very Low 0%	—	84	—
Blue Spark Capital Advisors	High 62%	53	85	$2.8M
Allstreet Wealth	Typical 35%	45	128	$510K
Capital Insights Group of WNY, LLC	Low 14%	18	128	$460K
Retirement Wealth Management, LLC	Typical 34%	29	86	$710K
Shope Advisors Group	Typical 23%	20	86	$760K
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M
Strategic Wealth Solutions LLC	Very Low 5%	7	130	$230K
Frazier Financial Consultants, LLC	Very High 64%	56	87	$2.2M
Formulate Financial LLC	Very High 100%	44	44	$2.6M
Orchestral Financial Group Inc.	Very Low 9%	8	88	$160K
Aventine Financial Group	High 42%	56	133	$1.1M
ADC Wealth Management, LLC	Typical 34%	31	90	$2.2M
Gen Y Planning	Low 12%	11	90	$600K
Serenity Capital Advisors Inc.	High 58%	26	45	$1.4M
KB Financial Advisors LLC	Low 12%	16	136	$850K
Exceed Advisory LLC	Typical 33%	30	91	$1.1M
Purevest	Low 11%	10	91	$570K
Alpha & Omega	Very Low 2%	3	137	$290K
Astra Wealth Partners	High 43%	59	137	$1.6M
First Light Wealth Advisors, LLC	Typical 29%	27	93	$1.2M
Thinking Big Financial	Typical 35%	33	93	$1M
RPM Capital Management, LLC	Very High 96%	135	140	$510K
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Iconoclastic Capital Management LLC	Low 14%	20	141	$480K
Oberon Asset Management, LLC	Very High 85%	40	47	$4.5M
United Financial Planning Group LLC	High 60%	112	188	$1.8M
Mussett Wealth Management, LLC	Typical 28%	27	95	$830K
The Herbst Group, LLC	Typical 24%	46	190	$1M
Sherman Wealth Management LLC	Typical 29%	41	143	$1.1M
Congress Park Capital LLC	High 43%	62	145	$2.8M
Hanley & Associates LLC	Very Low 9%	9	97	$250K
Lake Water Advisory, LLC	Low 16%	16	97	$610K
Clear Point Advisors, Inc.	High 56%	82	147	$1.7M
Nia Impact Capital	High 52%	77	147	$1.7M
Holistic Finance LLC	Very Low 1%	1	198	$40K
4Sight Advisors LLC	Very Low 6%	9	149	$85K
Tepp Wealth Management	Typical 35%	52	149	$1.3M
Alphanso	High 54%	27	50	$17K
G-Squared Advisory LLC	Very Low 0%	—	100	—
Elevation Wealth Partners LLC	High 45%	45	101	$2.1M
Haviland & Sams, LLC	Very High 79%	80	101	$0
Hegarty Advisors, LLC	High 51%	52	101	$1.7M
Lisch Investment Management LLC	Low 14%	14	101	$620K
Otto & Associates, Inc.	High 50%	76	152	$1.9M
Pinnacle Wealth Management Group, Inc.	High 39%	79	203	$1.2M
ProAthlete Wealth Management LLC	Very High 91%	185	203	$2M
Stage Wealth Management, Inc.	Very High 80%	162	203	$470K
American Trust Investment Services Advisory, Inc.	Very Low 4%	2	51	$110K
Fiduciary Pension Partners, LLC	Typical 24%	12	51	$730K
Beckerman Wealth	Very High 67%	139	206	$1.4M
Krusen Capital Management, LLC	Very High 100%	103	103	$1.2M
IKE Capital, LLC	High 63%	66	105	$2.3M
Jason Howell Company	Low 14%	15	105	$610K
Weiss Financial Group LLC	Typical 30%	31	105	$780K
Financial Advisor Network, Inc.	Typical 30%	47	158	$850K
Sincerus Advisory	Typical 28%	45	158	$1.1M
Two Point Capital Management, Inc.	Very High 75%	80	106	$2.9M
Brave Eagle Wealth Management	Typical 35%	37	107	$940K
Fien Capital Management, LLC	High 50%	54	107	$1.2M
Milestone Asset Management Group, LLC	High 58%	124	214	$1.4M
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
Blank Equity Management LLC	Typical 30%	49	162	$840K
Truesdell Wealth, Inc.	Low 17%	9	54	$92K
Craftwork Capital LLC	Low 18%	30	163	$620K
Shamrock Financial Services	Very Low 9%	10	109	$240K
Stratacore Capital Management, LLC.	Typical 29%	32	109	$600K
TimeCapital Investor Advisory Services Inc	Typical 28%	62	218	$1.1M
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
Cross Border Financial Planning USA LLC	Typical 38%	63	165	$880K
Reik & Co., LLC	Very High 91%	50	55	$4.6M
American Wealth Administration Group LLC	Typical 35%	58	167	$290K
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Heydorn Stone Capital Management LLC	High 56%	63	113	$1.2M
Prosperitus Wealth Advisors	Low 11%	25	227	$310K
Solid Point Wealth Advisors, LLC	High 56%	127	227	$450K
Forte Asset Management, LLC	High 58%	33	57	$5M
Infiniti Wealth Management	Typical 24%	41	171	$1.1M
Monthie Wealth Advisors	Typical 35%	40	115	$620K
Buckram Securities Ltd	Low 20%	34	173	$680K
Disciplined Portfolio Solutions LLC	High 57%	33	58	$3.5M
Quorus Inc.	Very High 75%	130	174	$830K
Birch Wealth Management	Low 11%	19	176	$350K
Jeffrey N. Mehler, CFP LLC	Very High 74%	131	177	$2.3M
McKinley Financial	Typical 27%	63	237	$480K
Gables Capital Management, Inc.	Very High 64%	76	119	$1.5M
Old Bridge Wealth, Inc.	Typical 28%	66	239	$320K
Andrew Hill Investment Advisors, Inc.	Typical 25%	60	240	$890K
Constitution Investment Advisory and Portfolio Management	Typical 30%	54	180	$1.3M
Healthview Asset Management, Inc.	Low 22%	39	180	$580K
HFH Planning Inc.	High 46%	56	122	$1.7M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
CSD Financial LLC	Very Low 6%	8	125	$220K
Redfield, Blonsky & Starinsky, LLC	Typical 26%	33	125	$470K
Oak Crest Advisory, LLC	Low 18%	33	188	$480K
Opulentia, LLC	Low 13%	25	188	$250K
Antonelli Financial Advisors, LLC	Typical 31%	58	189	$1.2M
BPC Advisors LLC	High 44%	56	126	$1.2M
RDM Capital Associates Inc	High 39%	49	126	$1.2M
United Success Wealth Management	Typical 35%	22	63	$1.2M
Northbrook Financial	Low 19%	24	127	$680K
Revalue LLC	High 60%	152	254	$370K
Ascent Financial Group	Typical 31%	40	128	$790K

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