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
Elphinstone	Very Low 0%	—	579	$2.5K
Arta Finance	Very High 100%	1,043	1,043	$150K
Cooper Financial Services, Inc.	Very Low 4%	51	1,335	$150K
Engleson & Associates	Typical 24%	88	362	$320K
GreenPortfolio Inc.	Very Low 6%	21	346	$0
The Dowling Group Wealth Management	Very Low 6%	20	321	$520K
Rochester Financial Services	High 41%	130	320	$1.1M
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Genesee Capital Advisors, LLC	Low 22%	118	544	$740K
Boyd Capital	Very Low 4%	23	532	$200K
Collins Advisors, LLC	Low 10%	52	525	$300K
Retirement Planning Group, LLC	Very Low 7%	75	1,043	$360K
The Gladowsky Group	Typical 26%	66	256	$640K
Socha Financial Group, LLC	Low 18%	130	734	$590K
Bayridge Financial Group, Inc.	Very Low 4%	18	488	$190K
O'Bannon & Davis Inc.	Very Low 0%	—	469	$150K
Metis Wealth Management & Planning LLC	Very Low 7%	31	461	$240K
Members Advisory Group, LLC	Low 14%	129	906	$490K
Arista Advisory Group, LLC	Low 13%	29	222	$470K
Joseph P. Lucia & Associates, LLC	Low 15%	101	662	$590K
Abra Capital Management, LP	Very High 100%	220	220	$630K
Federal Prep	Very Low 0%	—	637	$130K
Hepworth Equity Partners, LLC	Typical 30%	127	421	$320K
Summit Planning Group, Inc.	Low 11%	24	210	$520K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Markin Asset Management, LP	Very High 68%	281	412	$290K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Edwards Financial services	Very High 76%	310	410	$150K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Axiom Investment Management LLC	Very High 100%	201	201	$880K
Adirondack Financial Services Corp	Typical 23%	137	596	$590K
Graney & King, LLC	High 40%	313	791	$610K
Davidov Financial Coaching, LLC	Typical 26%	98	371	$370K
American Financial & Tax Strategies, Inc.	High 43%	80	185	$1.5M
Boyar Asset Management, Inc.	High 49%	91	185	$840K
Rosecliff Capital Advisory LLC	Very High 85%	158	185	$150K
Crescent Hill Partners LLC	Low 17%	31	183	$1.6M
Skyview Financial Group, LLC	Low 11%	41	362	$790K
Seraphim Capital Management, LLC	Very Low 4%	8	180	$350K
PCB Capital LLC	Low 19%	68	358	$520K
Sovereign Asset Management	Low 19%	65	350	$500K
Alsworth Capital Management, LLC	Typical 30%	52	172	$600K
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
Main Street Asset Management LLC	Very Low 0%	—	167	$94K
Mangolds Investment Advisors Inc.	Very Low 7%	34	493	$120K
MWM Group LLC	Low 19%	63	328	$760K
Tred Avon Family Wealth, LLC	Very High 90%	296	328	$1.2M
W & S Management Services, Inc.	Low 10%	51	487	$340K
Broadway Advisor Group	Typical 23%	71	315	$640K
Sage Capital Management LLC	Very High 79%	249	314	$1.1M
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
Kane Financial	Very Low 7%	20	296	$250K
Canty Financial Management, Inc.	High 44%	195	443	$540K
Castle Financial & Retirement Planning Associates Inc	Typical 23%	33	146	$740K
Greycliff Wealth Management, LLC	High 40%	58	146	$550K
Vitral Advisors LLC	Typical 29%	42	144	$470K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Sky Alpha Asset Advisors	Very High 67%	191	286	$540K
The Pitti Group Wealth Management, LLC	Low 13%	75	568	$520K
Fingerlakes Wealth Management, Inc.	Low 15%	87	564	$490K
Marstone LLC	Very Low 0%	—	139	$14K
Bautis Financial, LLC	Low 10%	27	275	$720K
Institutional Investment Advisors Corp	Typical 32%	44	137	$680K
Pearl Wealth Group	Very Low 8%	23	273	$380K
HYJC Capital of WNY	Typical 25%	67	272	$300K
Financial Solutions Associates	Typical 30%	80	270	$640K
Agemy Wealth Advisors, LLC	Typical 27%	111	404	$320K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Quantel Asset Management LLC	Typical 36%	47	132	$450K
Godfrey Financial Associates, Inc.	Low 11%	45	395	$460K
Sterling Manor Financial, LLC	Low 14%	54	393	$510K
Rice Wealth Management Group, Inc.	Low 20%	26	130	$700K
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Niles Asset Management, Inc	Very Low 3%	13	387	$230K
Tublin - DiFusco Advisors Inc.	Typical 26%	33	129	$980K
G & R Financial Solutions LLC	Typical 23%	30	128	$480K
Neu Wealth Group	Typical 30%	39	128	$2.2M
Digital Asset Investment Management	Very Low 9%	24	255	$310K
Reshape Wealth	Very High 69%	88	127	$1.8M
Milestones Private Investment Advisors LLC	Typical 28%	70	253	$870K
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Long Island Wealth Management, Inc.	High 56%	70	125	$2.3M
One Oak Capital Management, LLC	Low 15%	55	375	$640K
Pereon Wealth LLC	High 60%	75	125	$1.4M
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Murphy Wealth Management Group	Low 22%	80	367	$670K
Private Client Asset Management, Inc.	Typical 38%	92	244	$740K
Florin Pensions LLC	Very Low 0%	—	485	—
McGovern Financial Planning, LLC	Low 12%	15	121	$530K
Granite Islands Private Wealth, LLC	Very High 79%	379	477	$450K
The David J. Yvars Group Inc.	Typical 30%	141	476	$630K
Oaktrust Wealth Advisors, LLC	Typical 31%	74	236	$1.2M
WPM Wealth Advisors LLC	Very Low 2%	8	353	$210K
Linden Financial Consultants, LLC	Low 16%	37	234	—
Farrell Financial	Low 19%	44	233	$860K
Great Hill Advisory	High 58%	67	116	$1.8M
Stawnychy Financial Services, Inc.	Low 22%	25	116	$980K
ADIRONDACK CAPITAL ADVISORS, llc	Typical 37%	170	460	$770K
The Mustico Financial Group, Inc.	Low 15%	69	460	$680K
Timbuktu Capital Management, LLC	High 41%	47	115	$820K
Kahn Brothers Advisors LLC	High 42%	142	342	$1.3M
Lavish Financial Planning	High 47%	105	225	$160K
McCollum Christoferson Group, LLC	Typical 37%	124	337	$1.2M
Weybosset Research & Management, LLC	Typical 30%	67	224	$1.5M
Clover Leaf Financial LLC	Low 11%	25	223	$340K
Buffalo First Wealth Management, LLC	Very Low 4%	18	445	$180K
AllSquare Wealth Management, LLC	Low 18%	80	436	$660K
Bentham Wealth Advisors	Low 11%	23	218	$490K
Sicart Associates, LLC	Very High 83%	91	109	$4M
Saperston Legacy Advisors, Inc.	Typical 31%	134	429	$420K
Core Alpha, Inc.	Very Low 0%	—	321	$450K
Luther Forest Wealth Advisors, L.L.C.	Low 13%	28	214	$450K
Pelkonen and Associates LLC	High 41%	131	317	$930K
Act Advisors	Typical 30%	128	420	$1.1M
Merkkuri Wealth Advisors LLC	Low 14%	29	209	$600K
Circle N Advisors, LLC	Low 21%	22	104	$880K
Beyond Wealth Management Group, LLC	Low 20%	61	311	$330K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
Newman Ladd Capital Advisors, LLC.	Low 10%	21	206	$520K
Quality Financial Concepts	Low 13%	27	206	$580K
Forefront Asset Management, LLC	Low 10%	31	307	$440K
Sage Investment Advisers LLC	Typical 24%	75	307	$870K
Capital Estate Advisors, Inc.	Typical 38%	39	102	$1.1M
Enright, Mollin, Cascio & Ramusevic, Inc.	High 55%	55	100	$2.7M
Merryfield Barnes, LLC	Low 20%	40	200	$590K
Stephen J. Garry & Associates, LLC	Typical 23%	70	300	$480K
Winthrop Partners - WNY, LLC	Low 15%	44	299	$620K
Western New York Financial Group, LLC	Very Low 0%	—	199	$290K
LifeCapital Partners LLC	Low 14%	42	297	$450K
Sage Tree Wealth	Very Low 4%	8	198	$150K
Bay Rivers Group Wealth Partners	Typical 23%	90	395	$820K
Financial Planning First, LLC	Low 11%	31	291	$370K
VCP Financial LLC	Very High 65%	252	385	$290K
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	High 41%	118	287	$540K
JW Thompson Investments LLC	Low 20%	38	190	$160K
LynnLeigh & Company, LLC	Low 20%	57	281	$560K
Orchard Advisors	Very Low 3%	8	281	$320K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Emergent Wealth Advisors, LLC	Low 20%	74	370	$670K
Joel Adams and Associates Inc.	Low 16%	44	277	$990K
Innovative Family Office LLC	Very Low 5%	13	276	$240K
Arcadia Wealth Management	High 41%	113	275	$1.4M
Clarus Group LLC	Very Low 6%	11	182	$800K
Prato Capital Management	Low 12%	32	273	$570K
Bone Fide Wealth	Low 13%	23	180	$700K
Double Diamond Investment Group, LLC	Very High 72%	65	90	$720K
Omc Financial Services Ltd	Typical 38%	102	269	$1.2M
BCK Partners, Inc.	High 43%	76	178	$1.2M
Argus Equity Partners, LLC	Low 10%	17	177	$330K
Eden Advisory Services, LLC	Very Low 3%	5	177	$160K
MPM Advisors Group LLC	Low 13%	23	177	$650K
Forteris Wealth Management, Inc.	High 53%	92	175	$1.2M
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Impact Fiduciary LLC	High 43%	74	174	$730K
Meadowbrook Wealth Management, LLC	Low 18%	32	174	$630K
New Horizon Financial Strategies, LLC	Typical 28%	72	261	$830K
Stash Wealth, LLC	Very Low 0%	—	174	$300K
NorthLanding Financial Partners, LLC	Typical 25%	43	172	$880K
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
Guerra Pan Advisors, LLC	High 56%	48	85	$2.5M
Her Personal Finance	Very Low 0%	—	85	—
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Opulus	Low 19%	33	170	$520K
Corrado Advisors, LLC	Typical 24%	80	337	$720K
JB Meridian Advisors, LLC	Low 11%	18	167	$220K
Hudson Portfolio Management LLC	High 53%	44	83	$2.1M
Passive Management LLC	Very Low 8%	13	166	$130K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Countryside Financial LLC	Very Low 6%	15	248	$300K
Emergent Global Investments	Low 16%	13	82	$280K
Harvest Capital Assets, LLC	Very Low 4%	9	246	$290K
Florian Financial Group LLC	Typical 24%	58	245	$760K
Hamilton Capital Partners, LLC	High 39%	64	163	$1.8M
WMGNA	Typical 30%	98	326	$1.1M
BlackLines Financial	Low 22%	53	244	$220K
Prosperity Advisory Group LLC	Typical 36%	88	244	$890K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
R.W. Roge & Company, Inc	Typical 38%	121	322	$1.2M
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
Abbondandolo Wealth Management Corp	Low 22%	52	238	$470K
Lesa Sroufe & Company, Inc.	Very High 93%	221	238	$870K
Dynamic Trading Management, LLC.	High 51%	40	79	$900K
Hurley Capital, LLC	Typical 38%	60	158	$1.8M
Massey, Joshua	High 39%	31	79	$1.2M
NestEgg Advisors, Inc.	High 43%	102	237	$1.2M
Wealth Creation Management Group LLC	Low 13%	21	157	$650K
IQVestment, LLC	Very Low 0%	—	235	$4.4K
Felton & Peel Wealth Management, Inc.	Low 12%	9	78	$430K
FSP Advisors, Inc.	Very Low 0%	—	233	$140K
Gold Coast Wealth Management, LLC	High 42%	65	154	$2.3M
Cherrydale Wealth Management, LLC	Very High 100%	76	76	$6.5M
Davidson Wealth Management LLC	Typical 24%	54	228	$750K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Sikorski Wealth Management, LLC	Low 16%	37	227	$610K
Beacon Light Wealth Management	Very Low 7%	10	151	$260K
GA Pincus Funds, LLC	Typical 24%	36	150	$410K
Gebhardt Group, Inc	High 43%	96	225	$1.4M
Miller, Gesko & Company Inc.	High 53%	40	75	$2.3M
Marathon Mission, Inc.	Typical 28%	63	222	$790K
Golden Bay Advisors LLC	Low 15%	22	146	$1M
High Point Wealth Management, LLC	Typical 29%	43	146	$1.3M
Rooted Planning Group	Typical 37%	80	218	$700K
Capital Financial Advisors of New York, LLC	High 60%	87	144	$1.8M
Villafranco Wealth Management	Typical 36%	26	72	$1.8M
Eaton-Cambridge Inc.	High 50%	143	285	$1.6M
Nathan G. Hanna, LLC	Very Low 3%	4	142	$220K
The Bendix Financial Group, Inc.	Typical 37%	79	211	$930K
Third Eye Associates, Ltd	High 39%	82	211	$0
AJF Capital Management, Inc.	Typical 35%	97	280	$620K
Minko Wealth	Typical 31%	44	140	$650K
Income & Asset Advisory, Inc.	Low 19%	53	279	$620K
Promethium	Very High 75%	208	277	$830K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Anchor Capital Management, LLC	Very High 77%	53	69	$830K
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Excomp Asset Management Ltd	Typical 26%	36	137	$920K
994 Group	High 41%	83	204	$1.2M
Financial Asset Management Corp	High 51%	105	204	$2.1M
Lytle Investments	Very Low 8%	16	203	$370K
Singer Wealth Management	Typical 27%	36	135	$880K
Audible Wealth Management	Very Low 3%	9	269	$150K
East Coast Wealth Management, Inc.	Typical 30%	60	201	$760K
Bowline Financial, LLC	Very Low 8%	11	133	$340K
Investment Insight Wealth Management, LLC	Typical 24%	32	133	$1.2M
Katz Family Financial Advisors, LLC	Typical 27%	36	133	$830K
Clear Wealth Management	Typical 23%	31	132	$770K
Conrad Capital Management, Inc.	Low 15%	20	132	$690K
Fithian LLC	Very High 100%	66	66	$1M
Lake Road Advisors, LLC	Very High 71%	94	132	$700K
The Investment Connection LLC	Typical 35%	46	132	$820K
Silverberg Bernstein Capital Management	Typical 25%	33	131	$2.1M
Williams Financial, LLC	Typical 24%	63	261	$780K
Lincoln Park Capital LLC	Very Low 0%	—	65	$690K
IA Network, LLC	Typical 24%	62	259	$740K
North Woods Wealth Management	Typical 23%	45	194	$770K
Eagles Coast Wealth Management, LLC	Very Low 9%	12	129	$390K
Ascent Financial Group	Typical 31%	40	128	$790K
Northbrook Financial	Low 19%	24	127	$680K
Revalue LLC	High 60%	152	254	$370K
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
Oak Crest Advisory, LLC	Low 18%	33	188	$480K
Opulentia, LLC	Low 13%	25	188	$250K
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
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
HFH Planning Inc.	High 46%	56	122	$1.7M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
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
Old Bridge Wealth, Inc.	Typical 28%	66	239	$320K
Gables Capital Management, Inc.	Very High 64%	76	119	$1.5M
McKinley Financial	Typical 27%	63	237	$480K
Jeffrey N. Mehler, CFP LLC	Very High 74%	131	177	$2.3M
Birch Wealth Management	Low 11%	19	176	$350K
Disciplined Portfolio Solutions LLC	High 57%	33	58	$3.5M
Quorus Inc.	Very High 75%	130	174	$830K
Buckram Securities Ltd	Low 20%	34	173	$680K
Monthie Wealth Advisors	Typical 35%	40	115	$620K
Forte Asset Management, LLC	High 58%	33	57	$5M
Infiniti Wealth Management	Typical 24%	41	171	$1.1M
Prosperitus Wealth Advisors	Low 11%	25	227	$310K
Solid Point Wealth Advisors, LLC	High 56%	127	227	$450K
Heydorn Stone Capital Management LLC	High 56%	63	113	$1.2M
Brentview investment Management, LLC	Very High 100%	169	169	$620K
American Wealth Administration Group LLC	Typical 35%	58	167	$290K
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
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
Craftwork Capital LLC	Low 18%	30	163	$620K
Blank Equity Management LLC	Typical 30%	49	162	$840K
Truesdell Wealth, Inc.	Low 17%	9	54	$92K
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
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
Two Point Capital Management, Inc.	Very High 75%	80	106	$2.9M
Financial Advisor Network, Inc.	Typical 30%	47	158	$850K
Sincerus Advisory	Typical 28%	45	158	$1.1M
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
Beckerman Wealth	Very High 67%	139	206	$1.4M
Krusen Capital Management, LLC	Very High 100%	103	103	$1.2M
American Trust Investment Services Advisory, Inc.	Very Low 4%	2	51	$110K
Fiduciary Pension Partners, LLC	Typical 24%	12	51	$730K
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
Otto & Associates, Inc.	High 50%	76	152	$1.9M
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
Alphanso	High 54%	27	50	$17K
G-Squared Advisory LLC	Very Low 0%	—	100	—
4Sight Advisors LLC	Very Low 6%	9	149	$85K
Tepp Wealth Management	Typical 35%	52	149	$1.3M
Holistic Finance LLC	Very Low 1%	1	198	$40K
Clear Point Advisors, Inc.	High 56%	82	147	$1.7M
Nia Impact Capital	High 52%	77	147	$1.7M
Hanley & Associates LLC	Very Low 9%	9	97	$250K
Lake Water Advisory, LLC	Low 16%	16	97	$610K
Congress Park Capital LLC	High 43%	62	145	$2.8M
Sherman Wealth Management LLC	Typical 29%	41	143	$1.1M
Mussett Wealth Management, LLC	Typical 28%	27	95	$830K
The Herbst Group, LLC	Typical 24%	46	190	$1M
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
RPM Capital Management, LLC	Very High 96%	135	140	$510K
First Light Wealth Advisors, LLC	Typical 29%	27	93	$1.2M
Thinking Big Financial	Typical 35%	33	93	$1M
Alpha & Omega	Very Low 2%	3	137	$290K
Astra Wealth Partners	High 43%	59	137	$1.6M
Exceed Advisory LLC	Typical 33%	30	91	$1.1M
Purevest	Low 11%	10	91	$570K
KB Financial Advisors LLC	Low 12%	16	136	$850K
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
Aventine Financial Group	High 42%	56	133	$1.1M
Formulate Financial LLC	Very High 100%	44	44	$2.6M
Orchestral Financial Group Inc.	Very Low 9%	8	88	$160K
Frazier Financial Consultants, LLC	Very High 64%	56	87	$2.2M
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M
Strategic Wealth Solutions LLC	Very Low 5%	7	130	$230K
Retirement Wealth Management, LLC	Typical 34%	29	86	$710K
Shope Advisors Group	Typical 23%	20	86	$760K
Allstreet Wealth	Typical 35%	45	128	$510K
Capital Insights Group of WNY, LLC	Low 14%	18	128	$460K
Blue Spark Capital Advisors	High 62%	53	85	$2.8M
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	—
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
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
Hemisphere Partners LLC	Very High 100%	40	40	$5.7M
Wise Wealth Management, LLC	High 47%	37	79	$1.5M
Brewster Financial Planning LLC	Very High 89%	105	118	$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
Settanni Financial LLC	Typical 32%	50	155	$2.2M
Mollot & Hardy, Inc.	Low 13%	10	77	$880K
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
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
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
Wellspring Financial, LLC	Low 20%	22	112	$620K
L&L Partners Wealth Management, LLC	High 62%	46	74	$850K
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Shield Wealth Advisors	Low 21%	23	109	$630K
Steward Advisors Group, LLC	Typical 23%	25	109	$780K
Universal Wealth Management LLC	Very Low 6%	8	145	$190K
DGM Asset Management, L.L.C.	Very High 66%	47	71	$1.1M
Nottingham Wealth Partners, Inc.	Low 11%	16	142	$570K
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
Terra Nova Asset Management LLC	Very High 84%	58	69	$3.2M
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
DBA Seaside Financial & Insurance Services	Low 18%	24	137	$590K
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
Donalies Financial Planning, LLC	Very High 85%	115	135	$1.5M
Eagle Wealth Advisors	Typical 31%	31	101	$1.6M
Envest Asset Management, LLC	Low 19%	13	67	$680K
World Market Advisors	High 45%	30	67	$1.1M
Shelter Rock Management, LLC	Very High 68%	91	133	$1.3M
Taconic Advisors	Very High 80%	107	133	$1.9M
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
Main Street Financial	Low 22%	22	98	$730K
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
CS Advisors Inc.	Very High 64%	62	97	$1.2M
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
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
Brennan Capital Management LLC	Typical 23%	14	62	$650K
Professional Financial	Very High 74%	69	93	$2.2M
Cove Private Wealth, LLC	Very High 100%	92	92	$4.9M
Garrison Bradford & Associates Inc	High 58%	53	92	$1.5M
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
Symphony Retirement Partners LLC	Typical 37%	34	91	$400K
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
Repex Investment Management Co., Inc.	Typical 29%	17	59	$930K
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Coast Bridge Capital	Typical 24%	14	58	$270K
Colchester Investment Counsel LLC	Very High 66%	38	58	$2.2M
Fieldstone Money Management, Inc.	Low 11%	6	57	$170K
Focus Point Capital LLC	Very High 100%	57	57	$1.1M
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
BPP Wealth Solutions, LLC	Very High 64%	72	113	$2.2M
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
The Goodland Group	Very High 70%	77	110	$650K

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