HNW client percentage for Supported firms serving clients in North Carolina

Supported firms active in North Carolina 419 firms

Very Low 0%-10%

Low 10%-25%

Typical 25%-36%

High 36%-53%

Very High 53%-81%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K
Orca Wealth Management, LLC	Very High 54%	221	406	$420K
Kensington Financial Group, Inc.	Very Low 9%	72	763	$220K
Aurora Strategic Advisors, LLC	Very Low 2%	7	347	$67K
San Blas Advisory, Inc.	Very Low 9%	63	664	$330K
Stewards Wealth Planning, LLC	Very Low 8%	48	613	$160K
INTELUS Advisory Group, LLC	Low 14%	41	290	$220K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
Rhino Wealth Management	Low 10%	29	285	$280K
Copley Investment Management, LLC	Low 13%	71	537	$570K
Palmetto Private Wealth, LLC	Very Low 0%	—	478	$120K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Reliant Investment Partners, LLC	Low 16%	109	684	$340K
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Ciovacco Capital Management	Very High 69%	147	214	$960K
Rosewood Wealth Management	Low 10%	20	209	$400K
Borabond, LLC	Very Low 0%	—	207	$400
Align Wealth Advisors	Very Low 0%	—	205	$490K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Guernsey Financial, LLC	Typical 29%	59	204	$0
C F Parks Inc	Low 15%	30	202	$480K
The Pension Group	Very Low 2%	10	599	$300K
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
IntelliVest Wealth Management	Very Low 3%	10	351	$150K
WMC Capital Management, LLC	Very Low 0%	—	340	$48K
Steady Returns	Low 22%	75	336	$480K
Quest 10 Wealth Builders, Inc.	Low 22%	111	503	$470K
Second Half Financial Partners, LLC	Very Low 9%	46	485	$260K
HG Tailored Financial Services	Very Low 6%	20	312	$250K
Southeast Financial Advisors	Very Low 0%	—	303	$380K
First Oak Wealth Management, LLC	Very High 54%	80	149	$1.4M
Candace Shira Associates, LLC	High 39%	167	431	$1M
Kaplan Wealth Management, Inc.	Typical 30%	86	287	$310K
Terra Wealth	Very Low 8%	46	572	$260K
Center for Asset Management, LLC	Typical 30%	84	284	$900K
Family Wealth Partners Concord, Inc	Very Low 0%	—	139	$280K
Bowman Wealth Management Group	Very Low 7%	19	277	$320K
H. L. Ormond & Company, LLC	Typical 35%	98	277	$1.3M
Brightwater Advisory, LLC	High 47%	127	273	$1.1M
Holcombe & Mcgrath	Low 16%	43	268	$580K
The Pines Wealth Management, LLC	Very High 55%	144	262	$1.8M
Wood Creek Capital Advisors, LLC	Very Low 9%	23	261	$210K
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Pendleton Financial Wealth Management	High 41%	52	128	$680K
Townsend Asset Management Corp.	Typical 31%	118	382	$1.2M
BARR Financial Services, LLC	High 38%	97	253	$1.1M
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Long Island Wealth Management, Inc.	Very High 56%	70	125	$2.3M
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Kenneth Frenke & Co	Low 24%	58	245	$840K
Aptus Wealth Management, LLC	High 38%	92	242	$380K
Collie Financial Planning, Inc.	Low 22%	54	242	$670K
Pursuit Wealth Strategies, LLC	High 39%	186	483	$940K
Carolina Financial Advisors, Inc.	Low 10%	46	473	$510K
Aldebaran Financial Inc	Low 12%	43	350	$580K
White Oak Financial Management, Inc	Low 11%	40	350	$400K
Concorde Financial Resources	Typical 32%	74	231	$980K
BDC Capital Management, Inc.	Low 11%	25	228	$430K
Dovetail Financial Group LLC	Low 12%	41	341	$880K
BCD Advisors	Very Low 8%	38	448	$120K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Cascades Capital Asset Management, LLC	Typical 26%	84	329	$1M
AllSquare Wealth Management, LLC	Low 18%	80	436	$660K
RCS Financial Planning, LLC	High 49%	107	218	$1.2M
Falcon Financial	Very Low 9%	29	323	$300K
Shepherd Wealth Management	Low 10%	43	430	$380K
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Washington Financial Group, Inc.	Typical 29%	61	213	$560K
Act Advisors	Typical 30%	128	420	$1.1M
CONE ADVISORY GROUP, INC.	Very Low 8%	16	208	$77K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
New Perspectives, Inc.	Low 22%	91	414	$730K
Gragg Financial	Low 18%	55	310	$510K
Quality Financial Concepts	Low 13%	27	206	$580K
VIP Planners, Inc.	Low 15%	31	206	$610K
Synergy Investment Group, LLC	Very Low 3%	6	205	$260K
Cornerstone Financial Planning, Inc.	Low 11%	11	101	$420K
Moyer Wealth Management	Typical 28%	28	101	$750K
Parker Financial LLC	Low 13%	40	302	$890K
Milinovich & Co., Inc.	Low 10%	30	301	$330K
Carolina Financial Services Group, Inc.	Very Low 0%	—	100	$400K
Seaside Wealth Advisors LLC	Low 12%	46	400	$250K
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Law & Associates Inc	Low 18%	54	297	$1.1M
Charleston Financial Advisors, LLC	High 45%	88	196	$1.3M
Wealth For you Financial, LLC	Very Low 5%	14	292	$210K
VCP Financial LLC	Very High 65%	252	385	$290K
First Financial Group	Low 24%	89	378	$840K
Brightside Wealth Planning, LLC	Low 19%	35	188	$450K
Elm3 Financial Group, LLC	Low 23%	66	282	$660K
WealthPoint Advisors	Very Low 8%	30	375	$380K
Horizons Wealth Management	Typical 25%	69	281	$880K
Western Growers Financial Services, Inc.	Very Low 9%	26	281	$410K
Korving & Company LLC	Low 11%	31	278	$490K
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Joel Adams and Associates Inc.	Low 16%	44	277	$990K
Beacon Capital Advisory Group	Typical 26%	48	184	$1.2M
Henderson Financial Group LLC	Very Low 9%	26	276	$380K
Magnolia Financial Planning Services, Inc.	Typical 32%	88	276	$760K
Integrity Capital Management	Low 15%	54	361	$500K
Sound Financial Management, Inc.	Low 14%	26	180	$740K
Dreher Financial Partners	Low 20%	36	178	$790K
Private Wealth Management of North Carolina LLC	Low 13%	35	267	$550K
Invested Advisors	Low 23%	62	266	$830K
SafeBridge LLC	Very High 99%	87	88	$2.3M
WorthWhile Wealth Council	Very Low 8%	14	176	$420K
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Copperwood Financial	Low 18%	46	262	$450K
Almega Wealth Management	Low 14%	36	261	$450K
Davis Investment Partners, LLC	High 48%	84	174	$2.2M
The Journeys Group, Inc.	Very Low 0%	—	174	$360K
Crosswalk Investment Advisory, Inc.	Very Low 9%	15	171	$370K
Scipio Financial LLC	Very Low 0%	—	171	$78K
Emerald Asset Management, Inc.	High 46%	77	167	$720K
Strategic Advisory Partners	Low 22%	73	333	$470K
Clearview Financial	Low 19%	32	166	$620K
HFG Capital	Very Low 0%	—	166	$79K
Wealthway Financial Advisors	High 49%	81	166	$1.5M
Wallick Investments, LLC	Low 12%	30	247	$500K
Advanced Planning, Inc.	Low 14%	23	164	$300K
WMGNA	Typical 30%	98	326	$1.1M
Dixon and Company Wealth Management, LLC	Low 10%	25	244	$250K
Stillwater Wealth Management Group LLC	High 39%	96	244	$780K
Goepper Burkhardt LLC	Very High 58%	141	243	$1.5M
Hicks & Associates Wealth Management, LLC	Low 23%	37	162	$740K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
Eastover Capital Management	Very High 81%	197	242	$1.3M
Keel & Long Financial Management, LLC	Low 14%	22	161	$470K
DRS Wealth Management	High 36%	57	160	$460K
Hutchins Canning & Company PA	Very Low 0%	—	79	$990K
Prudent Financial Planning	Low 18%	14	79	$220K
IQVestment, LLC	Very Low 0%	—	235	$4.4K
Virginia Investment Advisory, Inc.	Low 16%	25	156	$520K
Oak Street Advisors	Typical 26%	40	155	$810K
Capital Management LLC	High 36%	84	232	$1.5M
Endurance Financial LLC	Low 17%	13	77	$450K
Forest Capital	High 44%	67	152	$880K
Lang Capital	Low 20%	31	152	$700K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Grand Central Investment Group, LLC	Typical 32%	72	227	$820K
Milestone Wealth	Typical 30%	67	226	$970K
4 Th River Financial Group, Inc.	Very Low 7%	21	301	$220K
Keating Investment Counselors Inc	Very High 57%	85	150	$1.7M
The Marin Group Inc.	Low 17%	26	150	$800K
Trusttree Financial LLC	Typical 33%	50	150	$520K
Integrative Planning, Inc.	Low 16%	36	224	$450K
Farley Financial	Very Low 0%	—	149	$440K
Copperleaf Capital, LLC	Typical 33%	98	297	$880K
Altamont Capital Management	Typical 28%	41	148	$2.1M
The Wealth Group, Ltd	Typical 28%	41	148	$1M
Twin City Private Wealth, LLC	Low 13%	39	291	$520K
Aventus Investment Advisors, Inc.	High 39%	56	145	$940K
Legacy Investment Partners, LLC	Typical 33%	72	216	$1.8M
Physicians Financial Services, Inc.	High 44%	96	216	$2.1M
Piedmont Wealth Advisory	High 48%	103	215	$1.6M
Muirfield Wealth Advisors LLC	High 46%	66	143	$1.8M
Bull Bear Investment Management LLC	Low 22%	31	142	$470K
Renaissance Wealth Management, LLC	Very Low 5%	7	142	$340K
Purpose Comprehensive Wealth Management, LLC	Low 24%	34	141	$910K
The Financial Legacy Group	High 44%	62	141	$730K
Third Eye Associates, Ltd	High 39%	82	211	$0
Zermatt Wealth Partners	High 41%	85	209	$730K
SJBenen Advisory, LLC	Typical 35%	49	139	$2.6M
Crown Private Wealth, LLC	Very Low 9%	13	138	$450K
Tarheel Advisors, LLC	High 41%	57	138	$890K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Macaulay & Associates, LLC	Low 24%	33	137	$590K
West Financial Strategies, Inc.	Typical 34%	46	137	$860K
Beacon Associates Wealth Management, LLC	Low 12%	24	204	$500K
Crossgen Wealth LLC	Low 15%	20	136	$1.1M
Audible Wealth Management	Very Low 3%	9	269	$150K
Bowline Financial, LLC	Very Low 8%	11	133	$340K
Advanta Wealth Management	Low 21%	14	66	$970K
Spartan Planning Group	High 45%	88	196	$1.8M
MD Investment Advisors	Very Low 4%	5	130	$260K
IA Network, LLC	Low 24%	62	259	$740K
Eagles Coast Wealth Management, LLC	Very Low 9%	12	129	$390K
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
Independent Wealth Advisors, LLC	High 52%	133	256	$760K
Archer Investment Management	Typical 28%	70	254	$1.5M
Peak Wealth Group LLC	Very Low 7%	9	127	$320K
Maryland Capital Advisors, Inc.	Very High 56%	107	190	$2.6M
Cairn Financial Group	Low 11%	20	189	$380K
Executive Money Managers, Inc.	Very Low 9%	22	252	$410K
Opulentia, LLC	Low 13%	25	188	$250K
Together Planning	Typical 30%	56	187	$940K
AIM Advisors, LLC	Typical 30%	56	186	$850K
Royal Wealth Management	Very Low 4%	5	124	$260K
Stravolo Wealth Management, LLC	Very Low 0%	—	62	$140K
Kinwell LLC	Typical 28%	34	123	$760K
Cunningham Wealth Management	Low 10%	19	184	$510K
Cannon Beach Financial Advisors	High 46%	56	122	$1.7M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Oak Wealth Advisors LLC	Very High 63%	115	182	$2M
Provision Wealth Management, Inc	Typical 27%	65	240	$400K
Tassel Capital Management, Inc	Typical 35%	85	240	$990K
Fortis Wealth Management	Very Low 0%	—	179	$380K
Smith Partners Wealth Management, LLC	High 52%	61	118	$1.5M
Thayer Financial, L.L.C.	High 38%	45	117	$870K
Davis Capital Management	Very High 70%	163	232	$1.1M
Disciplined Portfolio Solutions LLC	Very High 57%	33	58	$3.5M
Lighthouse Financial, LLC	High 36%	42	116	$830K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Guelich Capital Management, LLC	Typical 27%	31	115	$950K
AdvisorsTrust Partners LLC	High 42%	72	172	$1.4M
EADS & Heald Wealth Management	High 47%	107	229	$980K
Hicks Financial Partners, LLC	Typical 25%	29	114	$310K
Soaring Investment Management, LLC	Typical 35%	60	171	$660K
Greenway Wealth Advisors, LLC	Typical 27%	46	170	$1M
Arkagos Advisors & Asset Management, Inc.	High 50%	56	112	$580K
Campbell Asset Management, LLC	Typical 31%	52	168	$830K
Schrum Private Wealth Management, LLC	Low 19%	32	168	$1.1M
Rivertree Wealth	Typical 34%	56	167	$860K
Anderson Griggs Investments	Typical 31%	51	166	$790K
Secure Wealth, Inc.	Very High 77%	171	221	$600K
Spark Financial Advisors	Typical 27%	44	164	$900K
Calamita Wealth Management	High 38%	41	109	$1.2M
Shamrock Financial Services	Very Low 9%	10	109	$240K
Craftwork Capital LLC	Low 18%	30	163	$620K
Lumina Wealth Management, LLC	Typical 30%	49	162	$990K
Based Capital Wealth LLC	Very High 53%	57	107	$400K
Course Management Investment Advisors, LLC	Low 19%	30	160	$620K
Blue Water Capital Management, LLC	Very High 55%	58	106	$1.5M
Berg Faircloth Investment Advisors	Very Low 8%	8	105	$310K
Totem Wealth Management LLC	Very Low 0%	—	105	$120K
Valor Wealth Partners	Typical 29%	45	156	$410K
Rauch Advisory LLC	Very Low 5%	8	153	$290K
Otto & Associates, Inc.	High 50%	76	152	$1.9M
Cardinal Retirement Planning, Inc.	Typical 26%	26	101	$940K
Crutchfield Advisors, Inc.	Very Low 1%	1	101	$540K
Lakeshore Advisors	Very High 79%	80	101	$790K
Armor Investment Advisors, LLC	Very High 55%	110	201	$1.8M
Allison Investment Management, LLC	Very High 78%	78	100	$1.6M
Pinafore Wealth Counsel Inc.	High 49%	49	100	$1.7M
Telos Wealth Advisors	Typical 35%	35	100	$750K
Ridgeline Wealth Advisors, LLC.	High 36%	71	199	$940K
Heritage Advisors Group, Inc.	Low 22%	32	148	$580K
Powell Wealth	High 44%	43	98	$2.3M
Wolfbridge Wealth	Very High 65%	32	49	$1.8M
MKT and Associates LLC	High 41%	60	146	$2.6M
Cadence Wealth Partners, LLC	Low 18%	17	97	$450K
Sledge and Company Wealth Advisors	Typical 27%	53	194	$940K
Dominion Wealth Management, LLC	Low 10%	14	144	$420K
MontVue Capital Management, Inc.	High 45%	86	192	$1.9M
Evergreen Wealth Advisors	Very Low 6%	8	142	$520K
Apogee Wealth Partners, LLC	Typical 28%	26	94	$950K
Level Wealth Management LLC	Very High 84%	79	94	$2.5M
Phase Line Capital, LLC	Low 16%	23	141	$340K
Talisman Wealth Advisors, LLC	High 48%	68	141	$1.8M
Timonier	Very High 54%	100	186	$2.2M
Accruent Wealth Advisors	Very High 54%	74	138	$1.4M
Prosperitage Wealth	Low 11%	5	46	$160K
Shrier Associates, LLC	High 42%	58	138	$450K
Investor Advisory Group	Typical 30%	54	183	$930K
BrightPath Wealth Advisors LLC	Low 23%	41	182	$380K
Portus Wealth Advisors, LLC	High 36%	48	135	$1.5M
Realm Investment Consulting LLC	High 52%	47	90	$990K
Vista Investment Management, LLC	High 43%	78	180	$1.6M
Cassia Capital Partners LLC	High 46%	82	178	$1.3M
Tidal Creek Capital Advisors	Low 21%	37	177	$700K
Unconventional Investor, LLC	Very High 58%	51	88	$3.4M
Counterweight Private Wealth	Very High 66%	57	87	$2.4M
Frazier Financial Consultants, LLC	Very High 64%	56	87	$2.2M
MK3 Wealth LLC	Typical 34%	29	85	$1.2M
Southern Capital Management Corporation	Low 12%	10	85	$510K
Stout Wealth Advisory Group, LLC	Very Low 4%	5	126	$260K
Synergy FG	Very High 66%	83	126	$2.9M
TRICAPITAL Wealth Management, Inc.	High 40%	50	125	$1M
Dolan Capital Advisors, LLC	Very High 53%	44	83	$2.2M
Lyon Wealth Advisors	Very High 94%	115	123	$1.1M
Bryant & Brannock, LLC	Very Low 0%	—	122	$310K
Minerva Planning Group	Very High 57%	70	122	$1.9M
Lifestyle Freedom Advisory Group, LLC	Typical 28%	45	162	$780K
The Wealth Conservatory	High 48%	58	121	$1.1M
Guardian Rock Wealth Investment Management, Inc.	High 50%	40	80	$570K
Provident Wealth Management	Very Low 2%	2	120	$120K
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Fern Financial Group, LLC	Low 23%	18	77	$680K
Mollot & Hardy, Inc.	Low 13%	10	77	$880K
Passport Wealth Management	High 40%	31	77	$1.5M
30-40 Wealth Partners	Very High 61%	23	38	$1.3M
Tagstone Capital, Inc.	Very High 100%	38	38	$8.2M
Centerpiece Wealth Advisor	High 51%	38	75	$1.8M
Doxa Capital, LLC	Typical 33%	25	75	$930K
Paradigm Money Management, LLC	Very Low 0%	—	150	—
15 Equity	Very High 54%	60	112	$1.1M
Eden Capital Management, LLC	Typical 31%	35	112	$850K
Kingdom Capital Advisors, LLC	High 42%	31	74	$330K
ARIS Capital Strategies, LLC	Very Low 7%	5	73	$160K
South Atlantic Capital Management Group, Inc.	Very High 64%	47	73	$980K
Stone Legacy Capital LLC	Very Low 3%	2	73	$170K
Reichard Capital, LLC	Very High 68%	74	109	$2.7M
Clearview Wealth Management	High 44%	64	144	$1.3M
Northstar Capital Advisors LLC	High 44%	32	72	$720K
Brock Hill Wealth Management	Very High 70%	50	71	$1.2M
Iron River Capital LLC	Typical 32%	45	142	$640K
Westhampton Capital	Typical 26%	37	142	$1.7M
Tactical Investment Advisors, LLC	High 41%	43	106	$310K
Adolos Asset Management	Very High 77%	27	35	$5.3M
Beacon Financial Strategies Corp.	Very High 69%	97	140	$2.1M
Millennium Planning Group, LLC	Very Low 8%	8	105	$330K
CayDen Wealth Management	Very Low 9%	9	104	$210K
Nich Capital Partners, Inc.	Very High 100%	69	69	$2.1M
Amphora Wealth Management, LLC	Very High 74%	76	103	$1.9M
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Integrated Wealthcare, LLC	High 39%	52	135	$1.4M
EDK Advisory	Very High 67%	22	33	$770K
Great Path Planning	Very High 83%	55	66	$2.5M
TRG Capital Management, Inc.	High 38%	50	132	$720K
Capital Endurance Group, Inc	High 37%	24	65	$1.7M
Finwell, Inc.	Low 16%	21	130	$730K
ABW, LLC	Very Low 9%	6	64	$200K
Semper Financial	Very Low 6%	4	64	$580K
Colarion	Very High 57%	54	95	$1.7M
Hanover Square Wealth Advisors LLC	Very High 53%	50	95	$1M
Hollingsworth Avent Averre & Purvis, PA	High 47%	44	94	$1.8M
Ironbridge Wealth Counsel, LLC	Very Low 0%	—	31	$0
Trillium Square Advisors LLC	Very High 57%	35	61	$710K
Professional Wealth Management Services LLC	Typical 32%	19	60	$2.3M
Shepherd Wealth Partners	High 43%	39	90	$840K
Circa Capital, LLC	Typical 27%	16	59	$1.4M
Respire Wealth Management, LLC	Very Low 3%	2	59	$140K
Vision Capital & Management	High 36%	21	59	$2.3M
Lewis Financial Management, LLC	Very High 97%	85	88	$3.8M
Piedmont Capital Management, LLC	Very High 65%	57	88	$3.8M
Brooks Financial Advisory Group, Inc.	Low 10%	6	58	$260K
Broyhill Asset Management, LLC	Very High 90%	78	87	$1.1M
Latitude Investment Group	Very Low 0%	—	87	$73K
Red Reef Advisors LLC	High 49%	43	87	$1.4M
Bloomwood	Very High 61%	17	28	$530K
Fryar Financial	Very Low 4%	2	56	$260K
Liberated Investor Advisors, LLC	Very Low 2%	1	56	$160K
Incline Investment Advisors, LLC	High 51%	56	110	$830K
The Goodland Group	Very High 70%	77	110	$650K
Ark Royal Wealth Management LLC	Very High 64%	52	81	$1.9M
Aspentree Capital Corporation	Very High 96%	26	27	$1.2M
Fortitude Financial Planning LLC	High 46%	25	54	$1.1M
Masters Tax and Financial Planning LLC	Very High 81%	44	54	$590K
Sterling Wealth Advisors, Inc.	Very High 63%	50	80	$2.8M
Dean Dorton Wealth Management, LLC	Typical 33%	26	79	$1M
Fiduciary Organization, LLC	Very Low 1%	1	79	$190K
Gouws Capital LLC	Very High 77%	40	52	$4M
Meddent Solutions	Very High 100%	26	26	$1.1M
Inkwell Capital	Very High 59%	29	49	$1.5M
Miner Wealth Management	Typical 27%	13	48	$770K
Tackett Wealth Management, LLC	Very High 60%	29	48	$1.4M
Moran Tice Capital Management LLC	Very High 100%	47	47	$440K
Arimathea	Very Low 0%	—	23	$800K
Buie Investment Advisors, LLC	High 39%	18	46	$1.1M
Dorfman Value Investments LLC	Typical 28%	13	46	$700K
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Legend Private Wealth, LLC	Very High 67%	30	45	$1.6M
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Trio Wealth Management, LLC	Very High 57%	49	86	$1.6M
Long Family Office	Typical 26%	11	42	$1.2M
USA Asset Management, LLC	Very High 67%	28	42	$750K
Axiom Private Wealth, LLC	Very High 54%	22	41	$1.4M
Lexington Financial/Life Management, LLC	Very High 54%	22	41	$2.6M
Sorfis Investments, LLC	High 41%	17	41	$860K
Wake Wealth Management Co.	Very Low 0%	—	46	$210K
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Theory Planning Partners	Very Low 8%	5	59	$560K
Re Envision Wealth	High 37%	29	78	$1.1M
Kris Lewicki & Associates, LLC	High 36%	21	58	$1.5M
Hayden Harper Wealth Advisory, LLC	High 45%	34	76	$2M
Nexus Capital Inc	Very Low 0%	—	57	$97K
Spark Asset Management Group	High 38%	14	37	$280K
TARA Wealth	Typical 28%	10	36	$370K
Envest Advisors, LLC	Very Low 2%	1	53	$140K
Pathfinder Planning LLC	Low 11%	6	53	$550K
Tilly, Inc.	Very Low 0%	—	35	$0
Great Plans Capital Management, LLC	Very Low 9%	3	34	$220K
Apricity Financial, LLC	High 49%	33	67	$1.4M
Investors Mosaic	Very High 79%	26	33	$5.6M
Inspired Financial Planners	High 41%	13	32	$2.2M
The World Changers Investments, LLC	Very Low 0%	—	32	$300K
7PW Wealth, LLC	Low 15%	7	47	$830K
Fierce Financial Group LLC	High 42%	13	31	$1.3M
Grand Street Capital Management, L.L.C.	High 45%	14	31	$230K
Dyer & Company, L.L.C.	High 50%	15	30	$2.4M
Elbert Financial Consulting, Inc.	Very High 60%	18	30	—
Sanctuary Financial Planning, LLC	Very High 82%	36	44	$2.3M
Canopus Wealth Management	Low 12%	5	42	$1.9M
Cantata Wealth Management, LLC	Very High 70%	19	27	$3.2M
DeLeon Wealth LLC	High 44%	12	27	$420K
District Capital Management, LLC	Typical 33%	13	40	$710K
Shining Rock Advisors LLC	Very High 92%	23	25	$6M
Cary Financial Planning, LLC	High 46%	11	24	$1.1M
Sycamore Financial Planning, LLC	Very Low 9%	3	34	$3.1M
Ascendant Capital Research, Ltd.	Very Low 0%	—	22	$1.4M
Zulu Dreams Capital LLC	Very Low 0%	—	22	$340K
HIP Investor, Inc.	High 52%	16	31	$690K
Boundary Street Partners LP	Typical 25%	5	20	$900K
RPO Wealth Partners LLC	Very High 80%	16	20	$0
Wealthmind Financial Planning	Very Low 0%	—	10	$1.5M
Zak Investment Management Company, LLC	High 50%	10	20	$2.5M
Belmont Private Wealth	Very High 100%	29	29	$6.6M
Raymond Capital Advisors, LLC	Very High 100%	18	18	$1.6M
TrustStone Wealth Partners, LLC	Typical 33%	6	18	$680K
GT Investment Management, LLC	Very High 100%	35	35	$160K
Bolin Creek Wealth Advisors LLC	Very High 63%	10	16	$1.5M
Sharper Image Financial Services, LLC	Low 14%	2	14	$130K
Dunvegan Associates Inc	Very High 100%	13	13	$4.1M
Vilga Financial Planning LLC	Very High 100%	19	19	$8.9M
EQV Advisory, LLC	Very High 61%	11	18	$3.6M
Fleetstar Financial	Very Low 0%	—	6	$180K
Hammerhead Financial Strategies, LLC	Very High 100%	10	10	$380K
2pifinancial Corp.	Typical 33%	3	9	$170K
Storgate, LLC	Very High 100%	6	6	$14M
Three Phases Wealth Advisors LLC	Very Low 0%	—	8	$0
Thomas Smith And Associates, Inc.	Very High 100%	5	5	$2.3M
C2 Investment Group	Very Low 0%	—	6	—
Linkside Financial LLC	Very High 80%	4	5	$2M
Capital Financial Advisory Group, LLC	—	—	—	—
Golden Pine Advisory, LLC	—	—	—	—
Hesmer Wealth Management LLC	—	—	—	—
Legacy Advisory Network, LLC	—	—	—	—
Mauney-Pitt Financial Management, Inc.	—	—	—	—
Nortlov Advisory, LLC	—	—	—	—
Solaris Strategic Wealth	—	—	—	—
YSB Wealth Management	—	—	—	—

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