HNW client percentage for Supported firms serving clients in Ohio

Supported firms active in Ohio 384 firms

Very Low 0%-4%

Low 4%-13%

Typical 13%-25%

High 25%-47%

Very High 47%-67%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Strategic Planning, Inc.	High 43%	352	817	$460K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
First Mason Financial, LLC	Typical 17%	65	382	$480K
Livelsberger Financial Advisory	Very Low 2%	6	371	$450K
Edgewater Pro Sports Financial	Low 4%	27	741	$300K
Northfort Financial, LLC	Very Low 0%	—	356	$330K
Lonestar Registered Investment Advisors, PLLC	Low 4%	46	991	$250K
Encompass Wealth Advisors, LLC	Very High 47%	601	1,272	$360K
Spreng Capital Management, Inc.	Low 7%	64	927	$320K
Southwest Investment Advisors, Inc.	Typical 19%	218	1,149	$330K
River Raisin Investment Partners, Inc.	Typical 15%	87	574	$280K
Hendley & Co. Inc.	High 41%	115	281	$1.3M
Bullseye Investment Management, LLC	Low 5%	55	1,120	$200K
Lockshield Partners, Inc.	Low 5%	60	1,113	$260K
Boyd Capital	Low 4%	23	532	$200K
Resolute Wealth Advisor, Inc.	Very High 56%	442	796	$270K
Ross Wealth Advisors, LLC	Low 9%	22	247	$520K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Apollo Wealth Management	Very Low 1%	3	490	$45K
Fike Advisors, LLC	Very Low 2%	17	735	$140K
M3 Wealth Management	Low 12%	60	486	$330K
Bucket List Wealth Management, LLC	High 25%	120	480	$460K
Iron Gate Wealth Advisors, LLC	Very Low 1%	3	238	$670K
Brookside Financial Advisors, LLC	Very Low 0%	—	468	—
Safe Harbor Wealth Advisors, LLC	Low 8%	37	465	$360K
Adaptation Financial Advisors Inc.	Low 8%	53	690	$340K
Nye Wealth Management LLC	Low 11%	25	225	$480K
Vision Financial Management, LLC	Low 11%	48	449	$370K
Camelot Portfolios, LLC	Low 7%	45	662	$370K
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
Reservoir Wealth Management	Typical 18%	81	438	$390K
Peak Wealth Management, LLC	Typical 19%	123	643	$690K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Low 7%	31	414	$330K
Brown Financial Advisors, LLC	Typical 17%	103	613	$530K
Financial Counseling, Inc.	Low 6%	26	402	$230K
The Pension Group	Very Low 2%	10	599	$300K
Bullington Capital Management, LLC	Low 5%	20	394	$220K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Summit Capital Inc.	High 38%	74	193	$910K
Miami Valley Portfolio Management Inc	Low 12%	91	732	$260K
Foresight Capital Management Advisors, Inc.	High 46%	249	537	$540K
Rohr Capital Management	Very Low 3%	12	358	$180K
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Presper Financial Architects, LLC	Typical 21%	111	533	$670K
Cornerstone Financial Consulting, LLC	Low 5%	25	512	$100K
Appalachian Capital Management	Typical 15%	50	341	$500K
Isaacs & Associates, LLC	Low 8%	14	169	$430K
Second Half Financial Partners, LLC	Low 9%	46	485	$260K
Pathways Wealth Management, Inc.	Typical 15%	74	484	$570K
Garlikov Advisors Inc	High 25%	40	161	$1M
Kleinfelder Capital, Inc.	High 44%	212	481	$770K
ARD Advisory Services, LLC	Low 11%	17	156	$380K
Kellett Wealth Advisors, LLC	Low 11%	50	465	$680K
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
Prism Wealth Management	Low 8%	25	308	$250K
Affinity Wealth LLC	High 29%	90	307	$660K
Blue Waters Advisory Group, LLC	Very High 51%	78	152	$530K
M.K. Brown Wealth Advisory	High 28%	42	152	$1.1M
Ferris Wheel Finance, Inc.	Very Low 3%	9	296	$140K
von Adelung Wealth Management	Low 4%	11	296	$280K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Elios Financial Group, Inc.	High 42%	122	290	$1.1M
Great Lakes Benefits and Wealth Management	Low 10%	30	290	$240K
Retire Right Wealth Management	Low 10%	15	145	$410K
Future Finances Inc	Very High 68%	197	288	$1.1M
Tudor Financial, Inc.	Typical 17%	74	431	$590K
Finish Well RIA LLC	Low 8%	22	287	$340K
Phillips Wealth Management LLC	Low 6%	16	284	$310K
Elm Capital Management LLC	Low 5%	28	564	$240K
Lindahl & Mansager Inc	High 31%	87	281	$760K
Faith Financial Advisors, Inc.	Low 9%	24	280	$350K
Libertas Wealth Management Group, Inc.	Low 8%	21	280	$520K
Mediate Financial Investment Advisory Services, LLC	Low 10%	40	417	$220K
Kovalcik & Geraghty Wealth Partners LLP	High 38%	104	277	$1.1M
AMFG Wealth Management LLC	Very Low 2%	11	547	$98K
Chapman & Chapman Advisors LLC	Very Low 1%	2	268	$540K
Strong Investment Management, LLC	Typical 16%	64	401	$260K
Royal Oak Financial Group	High 30%	119	399	$920K
Applied Capital	High 29%	76	264	$600K
Fountain Square Asset Management	Typical 21%	83	394	$580K
Jericho Financial	Low 7%	29	390	$510K
Sound Financial Investment Management, LLC	Very Low 0%	—	259	—
Kirtland Hills Capital Management, LLC	Very High 65%	166	256	$1.4M
Neu Wealth Group	High 30%	39	128	$2.2M
Alcyon Wealth Partners	High 25%	94	383	$920K
Parkmont Wealth Advisors LLC	Very Low 2%	8	509	$84K
Kapstone Financial Advisors LLC	Typical 15%	76	508	$620K
Buckeye Wealth Partners, LLC	Low 4%	10	252	$270K
Gross Investments LLC	Very Low 3%	7	251	$53K
M&M Wealth Management, LLC	High 25%	62	251	$330K
Rik Saylor Financial, Inc.	High 26%	96	376	$520K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Lyke Financial	Low 8%	10	123	$640K
Hummel Wealth Management, LLC	Very Low 0%	—	122	—
Hardy & Hardy Co LLC	Very High 63%	154	243	$990K
Aptus Wealth Management, LLC	High 38%	92	242	$380K
Norris Financial Group, LLC	Typical 22%	78	362	$900K
Crowe Financial Group LLC	Very Low 3%	8	240	$72K
Transcend Wealth	High 25%	30	119	$790K
Warther Private Wealth	Typical 24%	56	237	$1.4M
Citadel Investment Advisory Inc	Very High 48%	57	118	$2.4M
Jarvis Global Investments LLC	Very Low 0%	—	354	$180K
Demma-Novak Wealth Management	Very Low 0%	—	235	$0
Eukles Asset Management, LLC	Low 4%	18	470	$700K
Keystone Financial Planning, Inc	Very High 63%	74	117	$3.5M
River Wealth Management LLC	Typical 20%	46	232	$360K
BCD Advisors	Low 8%	38	448	$120K
Worthington Wealth Management	Low 12%	41	336	$460K
Cox & Cook Wealth Advisors	High 28%	63	223	$540K
Heritage Financial Advisors, LLC	Typical 16%	35	220	$590K
Access Wealth Group, LLC	Very Low 0%	1	219	$89K
Alpha Planning and Financial Services, Inc.	Low 12%	26	218	$510K
Future Financial Wealth Management Group, LLC	High 27%	58	218	$890K
Michael Brady & Co., LLC	High 25%	55	218	$1.1M
Triple Crown Wealth Management	Very Low 1%	3	217	$66K
Walden Financial	High 31%	33	108	$490K
Eastwind Capital Wealth Management	Low 5%	16	323	$280K
Trueblood Wealth Management, LLC	High 27%	86	323	$1.3M
Messmer Capital Advisors LLC	Typical 22%	47	215	$600K
Peters Wealth Group	Very Low 3%	6	215	$230K
Shepherd Wealth Management	Low 10%	43	430	$380K
FamilyWealth Asset Management	Low 7%	29	413	$300K
Elevation Financial Partners, LLC	Very Low 0%	—	206	$290K
Cambridge Financial Group, Inc.	Typical 21%	65	306	$820K
McBryar Advisory Services, Inc.	Very Low 0%	—	200	—
Horowitz & Company, Inc.	Typical 21%	42	199	$680K
Alan B. Lancz & Associates, Inc.	Very High 64%	63	99	$1.6M
Shuttleworth & Company	High 28%	56	198	$820K
Summit Wealth Management LLC	High 25%	49	198	$610K
Oda And Company, Inc.	Typical 17%	33	197	$640K
Gem-Young Wealth Advisors, LLC	Low 4%	12	291	$380K
Julius Arthur Seibert & Company, LLC	High 31%	30	97	$680K
VCP Financial LLC	Very High 65%	252	385	$290K
Kosmin Wealth Management	Typical 17%	16	96	$180K
Centauri Advisory Group, Inc.	Low 10%	37	383	$200K
Skybox Financial Group LLC	Low 11%	21	189	$400K
Blue Jay Financial Group, LLC	Low 8%	23	283	$400K
Incline Wealth	Typical 14%	27	187	$390K
Graver Capital Management, LLC	Typical 18%	34	186	$830K
Game Plan Financial Advisors, LLC	High 28%	51	185	$1.2M
Wisdom Financial Planning	High 31%	57	185	$900K
The Private Investment Group, Inc.	Typical 23%	42	184	$970K
Total Financial Management, LLC	Low 12%	22	184	$490K
Coordinated Financial Planning Corp	High 31%	113	367	$930K
JPS Financial, LLC	High 42%	116	274	$1.4M
McCarthy Wealth & Tax Advisors	Typical 19%	51	272	$740K
ATLAS Lifestyle Planning Group LLC	Low 11%	20	180	$400K
Patriot Asset Advisors, LLC	Low 12%	31	268	$220K
Park + Elm Investment Advisers	Typical 13%	34	260	$330K
Scottsdale Wealth Advisory LLC	Low 6%	11	173	$370K
Research & Portfolio Management	Typical 21%	54	259	$620K
Safe Harbor Wealth Management, LLC	Very Low 1%	2	172	$170K
Reed Financial Services, Inc.	High 38%	129	343	$1.1M
Endeavor Wealth Advisors, LLC	High 44%	75	171	$1.5M
Ithax Financial LLC	Very Low 3%	5	171	$160K
Storehouse Investments LLC	Very Low 2%	3	170	$180K
Buckeye Wealth Management LLC	Typical 13%	32	252	$290K
McCarley & Cook Financial Planners	High 30%	50	168	$990K
Schulhoff & Co Inc	Very High 73%	61	84	$2.9M
Summit Investment Management, Ltd.	Low 4%	6	162	$520K
Investable	Very Low 0%	—	80	$6.1K
Theus Wealth Advisors	Very Low 0%	—	239	—
Compass Financial Group, Inc.	Very High 64%	101	158	$940K
Prudent Financial Planning	Typical 18%	14	79	$220K
Way Street Financial, LLC	Typical 24%	19	79	$430K
Rightwealth Advisors, LLC	High 25%	58	234	$850K
Andrews Wealth Management, LLC	Low 8%	6	77	$240K
Leonard Advisory Group LLC	Typical 13%	29	230	$420K
Sheikh Investments, Inc.	Typical 22%	33	153	$740K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Independence Wealth Advisors, LLC	Typical 14%	52	379	$550K
Beacon Light Wealth Management	Low 7%	10	151	$260K
4 Th River Financial Group, Inc.	Low 7%	21	301	$220K
Principled Wealth Advisors, LLC	Very High 65%	97	150	$1.5M
Hudson Financial Advisors Inc	Very Low 0%	—	223	—
Acme Jack Wealth Management	High 45%	33	73	$2.4M
Fourth Dimension Financial Group	Low 10%	15	146	$0
Peerless Wealth	High 36%	79	219	$560K
Family Wealth Advisory Group, LLC	Very High 47%	102	217	$1.8M
Prairieview Wealth & Tax Advisors	High 26%	75	288	$720K
Salem Advisory Group LLC	Low 9%	27	288	$250K
Schmitt Wealth Advisers, LLC	High 34%	49	144	$940K
ILG Private Wealth, Inc.	Low 10%	15	143	$580K
Polaris Financial Partners, LLC	Very High 48%	68	143	$1.5M
Austin Wealth Solutions	Very Low 0%	—	71	$76K
Bull Bear Investment Management LLC	Typical 22%	31	142	$470K
Farnsley Advisors	Typical 16%	34	213	$410K
Watch Guard Capital LLC	Typical 13%	18	141	$500K
Cardinal Capital Management, LLC	Typical 19%	26	140	$680K
Rabe Investment Consulting Group	Typical 21%	29	140	$810K
Randy L. Copus And Associates,LLC	Very Low 0%	—	140	$240K
Zenith Advisory Group, LLC	Low 7%	10	139	$470K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Vision Capital Partners	High 31%	43	137	$1M
Beacon Associates Wealth Management, LLC	Low 12%	24	204	$500K
Tidmore Retirement Planning Specialists	Typical 13%	18	136	$670K
VanWeelden Wealth Management, LLC	High 37%	76	203	$670K
The Wealth Advantage Group, Inc.	High 34%	46	135	$1.1M
Rookwood Wealth Management, LLC	Very High 58%	39	67	$3.1M
Timpe & Timpe Financial Advisory Services, L.L.C.	High 29%	39	133	$460K
Enza Financial, LLC	Typical 23%	45	198	$830K
SOBITZ Financial Group, LLC	Low 10%	19	198	$440K
Return on Life Wealth Partners	High 35%	88	255	$1.6M
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
Birchcreek Wealth Management, LLC	Very High 47%	89	191	$1.5M
Hicks Capital Management, LLC	High 26%	65	252	$1.4M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
Infinity Wealth Counsel, LLC	High 37%	46	125	$1.2M
On Point CRNA	Typical 14%	18	125	$600K
Firelands Wealth Management, LLC	Typical 13%	24	186	$380K
Royal Wealth Management	Low 4%	5	124	$260K
Walen Financial Group, LLC	Very Low 0%	—	124	$0
Wellness Investment Advisers LLC	Very Low 2%	2	124	$1.9K
Zenith Advisory Group, LLC	Typical 13%	25	186	$620K
Vawter Financial LTD	High 42%	103	247	$1.6M
Nvest Wealth Strategies, Inc.	High 25%	47	185	$1.3M
Harwood Investment Strategies, L.L.C.	Typical 15%	18	123	$470K
Cunningham Wealth Management	Low 10%	19	184	$510K
Baynes Investment Counsel LLC	Low 4%	10	245	$250K
Matune Basile Advisors	High 31%	76	245	$1.3M
G. Earl Mowrey & Co., L.L.C.	Low 5%	6	122	$300K
Williamson Wealth Management	Low 4%	7	182	$250K
Lynx Capital Group Ltd	Very High 73%	44	60	$4.5M
Inception Financial Services	Very Low 3%	4	119	$240K
Blue Bison Investments	Very Low 2%	3	177	$120K
Meyer Gates Financial Advisors, Inc	Typical 23%	40	177	$950K
Mench Financial Inc	Very High 47%	82	175	$550K
Brilliant Advice, LLC	Very High 78%	90	116	$3.2M
Heximer Investment Management Inc.	High 45%	52	116	$1.2M
Summit Investment Advisory Group LLC	High 25%	29	116	$490K
Kinetic Wealth Investment Advisors, LLC	Very High 55%	95	173	$1.2M
Meyer Capital Management LLC.	Low 10%	11	115	$1.6M
The Retirement Specialist of Central Ohio	Very Low 0%	—	115	$160K
YFP Wealth	Low 4%	9	230	$230K
Fruth Investment Management	Very High 59%	102	172	$2.4M
D C Voss & Company, LLC	Very High 70%	40	57	$4.1M
Labrador Investments, LLC	Low 12%	14	113	$260K
PEB Capital Management LLC	High 28%	48	169	$1M
KANU Asset Management, LLC	Low 8%	9	111	$140K
Midwest Capital Financial Advisors, LLC	Very Low 0%	—	111	$150K
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
Fiduciary Wealth Group, LLC	Very High 61%	134	221	$800K
Alexander Financial Planning, Inc.	Typical 19%	31	164	$620K
Bollin Wealth Management, LLC	Typical 16%	26	164	$520K
Equitta Advisors LLC	High 36%	39	109	$820K
Partnership Financial, LLC	Low 11%	12	109	$0
Purtill Financial LLC	Very High 47%	76	162	$1.3M
Truesdell Wealth, Inc.	Typical 17%	9	54	$92K
Ardent Capital Management, Inc.	Very High 59%	63	106	$2.8M
Personal Financial Advisors, Inc.	Low 11%	17	155	$520K
Demland Wealth LLC	Low 9%	9	103	$300K
Retirement Plan Advisors Ltd	Typical 14%	14	103	$470K
Capital Asset Management, Inc.	High 38%	39	102	$1.8M
GatePass Capital, LLC	Very High 59%	90	152	$1.8M
Powers Investment Advisory Corporation	High 35%	35	101	$1.1M
Western Reserve Capital Management, LLC	High 41%	41	101	$1.2M
Santori & Peters	High 36%	71	199	$2.1M
Ecos Wealth Advisors	Typical 19%	29	149	$560K
FC Wealth Solutions LLC	Typical 20%	30	148	$620K
Cambridge Financial Advisors, LLC	Typical 22%	44	197	$0
The Sherrington Group	High 42%	41	97	$940K
Highpass Asset Management LLC	Very High 71%	67	95	$2.3M
Winslow Financial LLC	High 29%	55	189	$520K
Shaffer Capital	Typical 16%	31	188	$750K
Gianola Financial Planning, LLC	Very Low 0%	—	140	—
Unity Wealth Strategies	Very Low 0%	—	93	$86K
Marsh Financial Group	Very Low 0%	—	92	$110K
NorthAvenue LLC	Very High 51%	70	138	$1.5M
Ultra Advisors LLC	Very Low 2%	1	46	$58K
Capital City Wealth Management, Inc.	High 30%	40	135	$960K
Klopp Investment Management LLC	Typical 19%	17	89	$1.1M
Dinergy	Very Low 0%	—	88	$330K
Vaultis Private Wealth Ltd	Very High 67%	59	88	$820K
Makke Financial Advisory Group	High 33%	43	130	$1.3M
Advocate Wealth Solutions	Low 5%	2	43	$160K
Greenport Financial Advisers Inc.	Typical 13%	17	129	$560K
Odingard Capital Management	Very High 56%	24	43	$670K
MDH Investment Management, Inc.	High 30%	25	84	$640K
T.T.G. Financial, Inc.	Very High 66%	110	166	$1M
Blake Schutter Theil Wealth Advisors, LLC	Very High 48%	80	165	$2.1M
Generations Wealth, LLC	Very High 66%	52	79	$3.9M
Shea Financial Advisors	High 43%	33	77	$1.5M
Dynasty Financial Planners	Low 8%	3	38	$330K
Financial Freedom	Very High 84%	96	114	$3.9M
Intentional Wealth Partners	Typical 13%	19	152	$400K
LeClair Wealth Partners	Very High 53%	80	152	$2.4M
GFM Asset Management LLC	Very High 54%	20	37	$660K
Objective Capital Management, LLC	Very High 65%	72	110	$1.9M
Gerstemeier Financial Group,LLC	Very High 59%	43	73	$1.9M
Life Stewardship Advisors	Very Low 0%	—	73	$230K
Harvest Advisors, LLC	Low 4%	4	107	$310K
McAvoy Kemp Wealth Management, LLC	High 29%	31	106	$660K
Haws Financial Planning LLC	Very Low 0%	—	105	$650K
Nest Financial LLC	Typical 14%	10	70	$440K
Nottinghill Investment Advisers, Ltd	Very High 69%	48	70	$760K
Schuler Wealth Planning LLC	Low 7%	5	70	$620K
Integrated Planning & Wealth Management, LLC	Typical 24%	32	136	$780K
Physicians Wealth Solutions, LLC	Low 7%	5	68	$640K
Summit Financial Advisors, Inc.	High 29%	39	136	$1.5M
Colburn Wealth Management, LLC	High 35%	46	133	$840K
Integrity Wealth Management, LLC	High 32%	32	99	$1.1M
Sovereign Asset Management	Typical 24%	16	66	$950K
Kirkey & Co. Financial Advisors, Inc.	High 37%	23	63	$1.2M
Brennan Capital Management LLC	Typical 23%	14	62	$650K
Harding Financial Group	Very High 47%	44	93	$1.7M
Sharper & Granite LLC	Very High 52%	65	124	$2.6M
Signal Tree Financial Partners LLC	Very High 55%	68	123	$1.7M
Forestview Financial Partners, LLC	Very High 51%	31	61	$1.1M
Monterey Wealth	High 28%	34	121	$1.1M
The McHugh Group, LLC	Very High 83%	25	30	$11M
2 Knights Wealth Management, LLC	Very High 58%	34	59	$2M
Sierra Hotel Financial LLC	Typical 14%	8	59	$410K
Excel Capital Management Corp	Very High 100%	58	58	$2.9M
Fry Investment Advisors, Inc.	Typical 14%	8	58	$380K
McDonald Capital Management, Inc.	Very High 59%	33	56	$1.8M
Plan & Act	Typical 17%	14	82	$780K
CCF Advisors LLC	Low 7%	4	54	$260K
Dean Dorton Wealth Management, LLC	High 33%	26	79	$1M
Schear Investment Advisers, LLC	Very High 49%	38	77	$2.9M
HP & Associates	Typical 16%	8	50	$910K
Tenacity Private Wealth	High 26%	13	50	$810K
Fairway Asset Management, LLC	Typical 15%	11	74	$930K
ArsenEAU Financial	High 29%	14	49	$860K
Ridge Creek Global, Inc.	Very High 63%	31	49	$4.5M
Turning Point Advisors, LLC	Typical 24%	12	49	$870K
Oelschlager Investments	Very High 100%	24	24	$910K
Lynch Financial Group	Very High 77%	36	47	$2.3M
Trinity Wealth Management LLC	Very High 78%	73	94	$4.5M
Wilde Capital Management, LLC	Very Low 0%	—	47	$220K
Meritum Wealth Management LLC	Very Low 0%	—	69	$200K
The Hendrickson Advisory Group, Inc.	Very Low 0%	—	68	—
Kennon-Green & Co.	Very High 59%	53	90	$1.9M
Legend Private Wealth, LLC	Very High 67%	30	45	$1.6M
DBK Financial Counsel, LLC	Very High 66%	44	67	$2.3M
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Kenneth A. Dery & Associates	Very High 86%	19	22	$1.6M
Huff Wealth Management LLC	Very High 67%	29	43	$970K
Beacon Hill Investment Advisory, LLC	High 37%	31	84	$1M
Sorfis Investments, LLC	High 41%	17	41	$860K
Shade Tree Partners LLC	Very Low 0%	—	60	$630K
Benchmark Wealth Management	Very High 49%	37	76	$2.3M
ROW Management Inc.	High 26%	10	38	$290K
Common Wealth Management LLC	Low 5%	2	37	$240K
First Hedge Capital Management	Very High 100%	37	37	$430K
CJC Wealth Management	High 43%	31	72	$1.3M
Tilly, Inc.	Very Low 0%	—	35	$0
Weinberg Advisory Group	High 38%	20	52	$1M
Columbus Wealth Management	High 44%	15	34	$1.1M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
Buttonwood Advisors, LLC	Very Low 0%	—	32	$73K
Millennial Wealth Advisors	Very High 94%	29	31	$2.3M
Olsen Family Financial, LLC	Very Low 0%	—	46	$300K
Hero Investors, LLC	Very Low 0%	—	29	—
Adviser Alliance, LLC	Very Low 0%	—	28	$210K
Coyne Capital Management, LLC	Very High 61%	17	28	$2.7M
TAVCO Financial Advisory, Inc	Low 11%	6	53	$200K
Cornerstone Family Office, LLC	Very High 100%	39	39	$0
ClearMind Capital	Very Low 0%	—	25	$560K
Tetelestai Capital	Typical 17%	2	12	$59K
KLD Wealth Management	Low 9%	2	23	$370K
World Choice Securities, Inc.	High 26%	11	43	$620K
Cbs Funding, Inc.	Low 6%	2	32	$780K
J.P.Morgan Wealth Management Solutions Inc.	Typical 19%	6	32	$270K
Darcy Brix Investment Representative, Inc	Very Low 0%	—	20	—
Lloyd Financial Group LLC	High 25%	5	20	$990K
Asbury Research LLC	Very Low 0%	—	19	$580K
Bluestone Private Wealth, LLC	Very High 59%	10	17	$11M
Streamline Financial Strategies Ltd	Very Low 0%	—	17	$70K
Ceva Advisors	Very High 54%	13	24	$2.2M
Investment Analytics, LLC	High 31%	5	16	$1.1M
Night Sky Capital Management, LLC	Very Low 0%	—	15	$210K
Wayne Financial LLC	High 40%	6	15	$980K
Integrated Financial Resources, Inc.	Very Low 0%	—	21	$540K
T.I.P.S. 4 Reps	High 29%	2	7	$770K
1TaxFinancial	Very Low 0%	—	12	$0
Front Edge Capital Management, LLC	Very High 100%	12	12	$7M
Chapel Bridge Wealth Advisors	Very High 53%	9	17	$12M
Virtera Partners LLC	Very High 100%	15	15	$12M
Robert M Walker & Associates	Very Low 0%	—	9	$1.5M
Chlebina Capital	Very High 55%	6	11	$460K
Gould Ruma Financial Advisors	Very Low 0%	—	5	—
CINCaP Asset Management	Very High 50%	2	4	$8.6M
The Siekmann Company	Very High 60%	3	5	$940K
15 Wealth Advisors LLC	—	—	—	—
212 Wealth Management Group, LLC	—	—	—	—
Bison Wealth Management, LLC	—	—	—	—
Cademuir Wealth Management	—	—	—	—
Childs Investment Group, Inc.	—	—	—	—
Creative Financial Solutions, LLC	—	—	—	—
eAdvisor LLC	—	—	—	—
Gudorf Financial Group, LLC	—	—	—	—
H&M Financial Advisors	—	—	—	—
KM&M PINNACLE, Ltd.	—	—	—	—
Legacy Advisory Group, Inc.	—	—	—	—
Legacy Advisory Network, LLC	—	—	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Meridian Wealth Management, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Navian Asset Management, LLC	—	—	—	—
Paradigm Investment Advisory LLC	—	—	—	—
Resource Strategies Inc	—	—	—	—
Tonjes Financial Group	—	—	—	—
Union Strategic Advisors	—	—	—	—
Woodland Wealth Partners	—	—	—	—
YSB Wealth Management	—	—	—	—

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