HNW client percentage for Supported firms serving clients in Pennsylvania

Supported firms active in Pennsylvania 431 firms

Very Low 0%-7%

Low 7%-17%

Typical 17%-31%

High 31%-47%

Very High 47%-78%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
Chapel Hill Investment Analysts Inc	Very Low 0%	3	1,411	$310K
Lange Financial Group, LLC	Very Low 0%	—	462	—
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Costello Asset Management, Inc.	Typical 23%	81	356	$970K
Schenley Capital, Inc	Very Low 6%	23	355	$200K
Kissling Financial Services, LLC	Low 10%	69	689	$220K
Sector Analysts LLC	Typical 17%	115	677	$350K
Tower Wealth Partners	Low 16%	146	920	$480K
Foundation Capital Management, LLC	Low 16%	95	589	$400K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
CMG Capital Management Group, Inc.	Low 12%	66	536	$440K
Boyd Capital	Very Low 4%	23	532	$200K
Nestlerode & Loy, Inc.	Typical 18%	47	262	$700K
Rockdale Financial Services, Inc.	Low 9%	24	262	$220K
Rolek Retirement Planning	Very High 51%	133	262	$910K
Pinnacle Strategic Wealth Management, LLC	Very High 100%	501	501	$290K
Capital Wealth Investments	Typical 23%	110	469	$900K
Trident Advisors Inc	Low 13%	28	224	$520K
HFM INVESTMENT ADVISORS, Inc.	Very High 58%	127	218	$2.2M
Federal Prep	Very Low 0%	—	637	$130K
Borabond, LLC	Very Low 0%	—	207	$400
Christine Messmer, P.C.	Very Low 3%	7	206	$1.2M
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Ata Management Strategies Inc	Low 9%	37	405	$310K
MFG Private Wealth	Typical 17%	129	777	$160K
Auspicious Financial Planning, LLC	High 44%	84	193	$1.4M
Taylor Securities Services, Inc.	Very Low 5%	35	765	$300K
Morgan Financial Incorporated	Low 9%	16	186	$330K
First Financial Advisory Services Inc	Low 15%	76	516	$540K
Investment Management & Planning LLC	Very High 62%	314	503	$470K
Omniwealth Investments LLC	Very Low 4%	6	167	$260K
Mangolds Investment Advisors Inc.	Low 7%	34	493	$120K
Advice & Planning Services LLC	Low 14%	44	319	$590K
Diccianni Financial Group, Inc.	Low 14%	44	316	$390K
Oars Capital	High 41%	64	158	$2.5M
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Grandview Asset Management LLC	Very Low 5%	31	606	$680K
Metanoia Financial, LLC	Typical 25%	37	151	$920K
Bradley Advisory	Very Low 6%	18	298	$240K
Atlas Wealth Partners LLC	Typical 23%	68	297	$720K
Semus Wealth Partners, LLC	High 35%	52	147	$1.8M
TruNorth Financial Services, Inc.	Typical 20%	88	439	$690K
VCM Wealth	Very High 51%	149	291	$360K
Prosperity Advisers, LLC	High 41%	118	289	$1.3M
Avail Investment Partners, LLC	High 40%	57	143	$1.3M
Financial Advisory Services, LLC	Typical 25%	71	286	$850K
Terra Wealth	Low 8%	46	572	$260K
Elm Capital Management LLC	Very Low 5%	28	564	$240K
Snavely Associates Financial Services	Typical 19%	52	279	$650K
Mediate Financial Investment Advisory Services, LLC	Low 10%	40	417	$220K
Bowman Wealth Management Group	Low 7%	19	277	$320K
JMS Capital Group Wealth Services, LLC	High 36%	150	415	$320K
AMFG Wealth Management LLC	Very Low 2%	11	547	$98K
Pearl Wealth Group	Low 8%	23	273	$380K
WealthFD	Very Low 3%	13	406	$190K
Financial Advisors Consortium, Inc.	Low 16%	22	134	$540K
Prometheus Capital Management Corp.	Very High 66%	177	268	$1.5M
Trendscast Financial LLC	Very Low 4%	12	267	$94K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Rice Wealth Management Group, Inc.	Typical 20%	26	130	$700K
Digital Asset Investment Management	Low 9%	24	255	$310K
Berkshire Advisors, Inc.	Very Low 6%	15	250	$370K
Connolly Financial Advisors, Inc.	High 37%	46	125	$750K
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
Massey Morgan Wealth Management, LLC	Very Low 0%	—	249	—
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
Northstar Advisory Group, LLC	High 31%	113	361	$1M
Flax Pond Capital, LLC	High 46%	55	119	$1.9M
Mccann Wealth Strategies,Inc.	Low 7%	8	119	$220K
Asset Strategy Retirement Plan Consultants, LLC	Low 11%	25	237	$470K
Coy Capital Management	High 41%	47	116	$350K
Financial Planning Advisors Inc.	High 43%	100	232	$450K
River Wealth Management LLC	Typical 20%	46	232	$360K
Concorde Financial Resources	High 32%	74	231	$980K
The Mustico Financial Group, Inc.	Low 15%	69	460	$680K
Roland Financial Wealth Management LLC	Very Low 1%	3	341	$200K
Carnegie Wealth Management, LLC	High 41%	93	226	$1.5M
Lavish Financial Planning	Very High 47%	105	225	$160K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Duke and Duke Wealth Management LLC	Very Low 0%	—	331	$230K
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Godshalk Welsh Capital Management, Inc.	Very High 65%	72	110	$2.6M
Myers Capital Management, Inc	Low 14%	15	110	$4.5K
Main Street Advisors, LLC	Low 16%	17	109	$730K
Eastwind Capital Wealth Management	Very Low 5%	16	323	$280K
Shepherd Wealth Management	Low 10%	43	430	$380K
Main Advisory, Inc.	Low 14%	30	214	$720K
Oxford Chase Advisors LLC	Low 14%	45	320	$280K
Borer Denton & Associates, Inc.	Very High 65%	136	209	$1.6M
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Winthrop Partners - WPA, LLC	Low 8%	8	104	$420K
Bouvel Investment Partners, LLC	Very High 47%	96	206	$1.8M
Synergy Investment Group, LLC	Very Low 3%	6	205	$260K
Bishop & Company Investment Management, LLC	Very High 51%	105	204	$2M
Moyer Wealth Management	Typical 28%	28	101	$750K
Pegasus Management Services L.L.C.	Very Low 5%	10	201	$190K
Milinovich & Co., Inc.	Low 10%	30	301	$330K
Seaside Wealth Advisors LLC	Low 12%	46	400	$250K
Winthrop Partners - WNY, LLC	Low 15%	44	299	$620K
Lancaster County Financial Group, LLC	Low 9%	17	198	$350K
Law & Associates Inc	Typical 18%	54	297	$1.1M
Bull Street Advisors	Very High 59%	58	98	$2.3M
Alere Planning LLC	High 33%	64	195	$1M
WMS Wealth Planners	Typical 27%	80	292	$1M
Gem-Young Wealth Advisors, LLC	Very Low 4%	12	291	$380K
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
VCP Financial LLC	Very High 65%	252	385	$290K
ONE-UP Financial	High 39%	37	96	$1.1M
Centauri Advisory Group, Inc.	Low 10%	37	383	$200K
Hippocratic Financial Advisors	Low 16%	61	382	$600K
Brightside Wealth Planning, LLC	Typical 19%	35	188	$450K
WealthPoint Advisors	Low 8%	30	375	$380K
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
TLC Group Investment Advisors, LLC	Low 15%	27	186	$600K
Total Financial Management, LLC	Low 12%	22	184	$490K
Archetype Advisors, LLC	High 38%	105	275	$950K
Cooper Eagle, LLC	Low 7%	13	179	$250K
Invested Advisors	Typical 23%	62	266	$830K
MF Advisers, Inc.	Very Low 2%	4	177	$200K
Englebert Financial Advisers, LLC	Low 11%	29	264	$440K
Erickson Financial Group, LLC	High 34%	89	260	$750K
Flagship Capital Management Inc	High 36%	63	173	$1.2M
Winthrop Partners - EPA, LLC	Low 10%	17	172	$460K
Crosswalk Investment Advisory, Inc.	Low 9%	15	171	$370K
Ithax Financial LLC	Very Low 3%	5	171	$160K
MB, Levis & Associates, LLC	High 46%	78	170	$2.4M
Opulus	Typical 19%	33	170	$520K
Storehouse Investments LLC	Very Low 2%	3	170	$180K
ECON Wealth Management	Low 14%	47	337	$680K
Vermillion & White Wealth Management Group	Typical 24%	79	334	$620K
Rowley Financial	Typical 18%	30	166	$590K
PTM Wealth Management, LLC	Very High 69%	113	164	$1.9M
Wagner Wealth Management, Corp.	Low 15%	36	246	$540K
Wellington Adams Investment Advisory, LLC	Typical 17%	57	328	$210K
Networth Asset Management, Inc.	Typical 18%	43	245	$420K
CWM Advisory, LLC	Low 14%	34	243	$420K
Guardian Capital, LLC	Low 13%	31	240	$530K
Qualified Planning	Very Low 0%	—	159	$280K
Main Line Retirement Advisors, LLC	High 38%	60	158	$1.6M
Meschel Wealth Management LLC	Typical 19%	29	155	$610K
Leonard Advisory Group LLC	Low 13%	29	230	$420K
Guidance Wealth Advisors LLC	Low 16%	25	153	$390K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Beacon Light Wealth Management	Low 7%	10	151	$260K
4 Th River Financial Group, Inc.	Low 7%	21	301	$220K
Holos Integrated Wealth	High 36%	81	225	$1M
Avantra Family Wealth, Inc.	Typical 29%	65	223	$990K
Harvest Financial Partners	High 33%	49	147	$950K
NexWealth LLC	Low 14%	20	147	$740K
High Point Wealth Management, LLC	Typical 29%	43	146	$1.3M
Nolan Capital Advisors LLC	Very Low 5%	7	145	$220K
Sovereign Financial Services, LLC	Typical 21%	30	145	$640K
Legend Financial Advisors Inc	Very High 54%	117	215	$1.8M
ILG Private Wealth, Inc.	Low 10%	15	143	$580K
Cedar Spring Advisors, LLC	Typical 19%	53	284	$590K
Renaissance Wealth Management, LLC	Very Low 5%	7	142	$340K
Stewardship Partners Investment Counsel, Inc.	Low 8%	12	142	$490K
Chartered Advisory Group	Low 7%	20	283	$450K
Third Eye Associates, Ltd	High 39%	82	211	$0
Gurniak Financial Advisors, Inc.	Typical 26%	18	70	$980K
Kagan Coccoza Asset Management	High 37%	51	139	$1.2M
Aspire Financial, Inc.	Very Low 2%	5	208	$140K
J. Benjamin Financial, LLC	Very Low 3%	4	138	$280K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Kapusta Financial Group	High 32%	65	205	$970K
Haddonfield Financial Planning LLC	High 34%	68	203	$650K
Audible Wealth Management	Very Low 3%	9	269	$150K
Braun-Bostich & Associates Inc.	High 33%	90	269	$910K
Kohlhepp Investment Advisors, Ltd.	Low 15%	31	201	$1M
NFI, LLC	Low 10%	14	134	$450K
Eagle Investment Advisors	Very Low 0%	—	132	$1.4M
The Investment Connection LLC	High 35%	46	132	$820K
N1 Advisors	Very High 54%	104	194	$2M
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
Silvestri Financial and Tax Advisors, Inc	Very Low 4%	5	129	$360K
Markle Financial LLC	Typical 18%	47	257	$520K
Wills Financial Group, LLC	High 35%	90	254	$1.5M
Odyssey Capital Advisors Inc.	Typical 19%	47	252	$690K
Schuylkill Financial, LLC	High 39%	49	126	$980K
U.S. Private Wealth, LLC	High 33%	62	189	$1.1M
Old Security Group	Low 10%	6	62	$750K
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Tufton Capital Management, LLC	Very High 69%	170	248	$1.7M
Pacific Landfall	Very Low 2%	2	123	$110K
Matune Basile Advisors	High 31%	76	245	$1.3M
Odyssey Group Wealth Advisors	High 41%	100	245	$1.7M
Crossgate Wealth Advisors, LLC	High 38%	70	183	$1.5M
G. Earl Mowrey & Co., L.L.C.	Very Low 5%	6	122	$300K
Hyperion Financial	Low 11%	20	182	$490K
Sullivan Financial, LLC	Typical 23%	28	121	$770K
360 Ira	Very Low 0%	—	180	—
Great Oak Wealth Management, Inc	Typical 27%	32	120	$830K
Healthview Asset Management, Inc.	Typical 22%	39	180	$580K
Main Line Group Wealth Management, LLC	Very High 68%	41	60	$1.9M
Moralis Technologies, LLC	Typical 30%	18	60	$1.1M
Fortis Wealth Management	Very Low 0%	—	179	$380K
McKinley Financial	Typical 27%	63	237	$480K
CGI Wealth Advisors, Inc.	Typical 30%	35	118	$1M
Hartley Advisors Corp.	High 31%	36	118	$900K
Rockford Financial Planning	Typical 25%	29	118	$610K
Mighty Oak Strong America Investment Company	Very High 50%	87	175	$2.3M
Eamon Capital Management, LLC	High 34%	20	58	$250K
Kailasa Capital Management LLC	High 38%	44	116	$2.1M
Quorus Inc.	Very High 75%	130	174	$830K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Alvin Clay Financial Advisors, LLC	Typical 28%	48	172	$970K
Riverchase Wealth Management, LLC	Very High 54%	91	169	$1.5M
Yardley Wealth Management LLC	Very High 54%	91	169	$1.4M
Herr Capital Management LLC	High 32%	36	112	$650K
Randall & Associates Wealth Management	Typical 28%	47	166	$1M
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
Cross Border Financial Planning USA LLC	High 38%	63	165	$880K
Trinity Wealth Management, LLC	Very High 52%	114	220	$1.4M
Walls Investment Management Company	Very Low 0%	—	110	$460K
Spark Financial Advisors	Typical 27%	44	164	$900K
Equitta Advisors LLC	High 36%	39	109	$820K
Vericrest Private Wealth, LLC	High 34%	37	109	$1.2M
Bannerman Wealth	High 39%	63	163	$1.1M
Craftwork Capital LLC	Typical 18%	30	163	$620K
River's Edge	Typical 26%	56	217	$700K
Yanni & Associates Investment Advisors, LLC	High 43%	46	107	$1.6M
Sigma Financial, Inc.	Very High 99%	158	160	—
RWM Asset Management, LLC	Very Low 4%	8	213	$170K
Addis & Hill, Incorporated	High 46%	73	159	$1.6M
North River Wealth Advisors	High 31%	33	106	$620K
Buffalo Valley Wealth Plus	Low 14%	30	209	$400K
Donald W. Nicholson & Associates Ltd	High 32%	50	156	$1.1M
Five Rivers Financial Advisors, LLC	Typical 20%	21	104	$530K
McDowell Associates Investments, LP	Low 8%	12	152	$120K
Larimer Capital Corporation	High 45%	45	101	$1.7M
Stone Pine Financial Partners	Very High 51%	102	202	$1.3M
Walsky Investment Management Inc	High 40%	40	101	$1.2M
Prepared Retirement Institute LLC	High 32%	81	252	$1.2M
Creative Capital Wealth Management Group	High 35%	70	200	$180K
Newbridge Wealth Management	Very High 90%	135	150	$1.5M
Santori & Peters	High 36%	71	199	$2.1M
Viable	Typical 25%	49	199	$810K
Crossover Capital	Very High 65%	64	99	$1.8M
RCPlanners	Low 12%	18	148	$540K
Nia Impact Capital	Very High 52%	77	147	$1.7M
Valley Brook Capital Group	Typical 30%	59	196	$960K
Arsenal Capital Advisors LLC	Very High 100%	97	97	$2.7M
Direct Financial Care	Very High 71%	69	97	$2.3M
MOR Wealth Management, LLC	Very High 60%	86	143	$2.7M
Northeastern Financial Consultants, Inc.	High 34%	32	95	$760K
RMAS, Inc.	High 36%	34	95	$760K
Lynch Investment Planning, LLC	High 33%	46	140	$1M
Lighthouse Wealth Management, LLC	Very High 61%	57	93	$2.7M
Northeast Advisory Group, LLC	Low 11%	10	93	$430K
Robbins Wealth Management	High 44%	61	139	$1.7M
Wyze Wealth Advisors, LLC	Very High 72%	100	138	$1.9M
Aspire Wealth Architects	High 39%	54	137	$2.1M
Obrien Greene & Co Inc	Very High 65%	89	136	$2.4M
Ethos Capital Management, Inc.	Very High 53%	96	181	$860K
46 Peaks Investment Advisory Group	Very High 67%	91	135	$2M
Gen Y Planning	Low 12%	11	90	$600K
Vista Investment Management, LLC	High 43%	78	180	$1.6M
Sensenig Capital Advisors, Inc.	High 46%	61	134	$1.5M
Alexis Advisors	Low 15%	13	89	$670K
Aventine Financial Group	High 42%	56	133	$1.1M
RockCrest Financial LLC	Typical 19%	25	133	$330K
Chesapeake Capital Management, LLC	Typical 26%	45	176	$190K
Compass Investments LLC	Low 15%	26	176	$530K
Magnolia Private Wealth, LLC	Very High 49%	87	176	$1.5M
Sound Wealth LLC	Typical 23%	10	44	$650K
Oak Tree Investment Advisors	Low 13%	17	130	$1.3M
Retirement Systems LLC	Very Low 0%	—	172	$220K
Your Planning Partner LLC	Typical 19%	16	86	$1.1M
Chestnut Street Investment Counsel, LLC	Typical 25%	21	85	$1.4M
Integrity Investment Advisors, LLC	Very Low 6%	11	170	$370K
Modern Wealth LLC	Very Low 0%	—	85	$290K
Persimmon Capital Management	High 42%	36	85	$3.4M
Ridgewood Investments	High 33%	56	170	$1.7M
Keller Financial Group	Typical 29%	24	84	$1.6M
Stout Wealth Advisory Group, LLC	Very Low 4%	5	126	$260K
Foundation Wealth Management, LLC	Very High 76%	127	167	$2.4M
Wealthcare Solutions, LLC	Typical 18%	15	83	$630K
Investment Advisor Group	Low 8%	10	123	$660K
Legacy Advisory Services, LLC	High 39%	48	123	$1.3M
Saddle River Capital Management, LLC	Very Low 0%	—	82	$210K
Proper Financial, LLC	Typical 18%	22	122	$530K
Limerick Financial Group, LLC	Typical 21%	17	81	$790K
Ridgewood Capital Management	Typical 18%	14	80	$490K
Stillwater Private Wealth	High 31%	50	160	$1.1M
APM Wealth	Typical 27%	21	79	$600K
Bullogic Wealth Management	Very Low 0%	—	79	$190K
JMH Wealth Management, LLC	High 41%	32	79	$1.6M
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
The Aranda Group Advisors, LLC	Typical 27%	42	156	$1.5M
VaMa Oak Wealth, LLC	High 31%	36	117	$780K
Zizzi Investments	Typical 27%	21	78	$580K
Abridge Partners, LLC	Very High 100%	116	116	$1.1M
MacDougall Financial Counseling	Very High 63%	73	116	$3.5M
Financial Freedom	Very High 84%	96	114	$3.9M
Paradigm Money Management, LLC	Very Low 0%	—	150	—
Falco Wealth Management	Low 11%	8	74	$430K
Kingdom Capital Advisors, LLC	High 42%	31	74	$330K
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Omicron Advisors, LLC	High 39%	29	74	$2M
Wissahickon Wealth Management LLC	Low 16%	18	110	$550K
Life Stewardship Advisors	Very Low 0%	—	73	$230K
KeyVantage Wealth Advisors	High 43%	62	143	$2.4M
Red Spruce Capital, LLC	High 45%	64	143	$1.8M
Cultivating Wealth	High 37%	64	175	$1.2M
Retire Pittsburgh Management LLC	Very High 83%	86	104	$610K
Amphora Wealth Management, LLC	Very High 74%	76	103	$1.9M
Integrated Planning & Wealth Management, LLC	Typical 24%	32	136	$780K
Mc2 Financial Advisers, Inc.	High 41%	28	68	$970K
Envest Asset Management, LLC	Typical 19%	13	67	$680K
M Financial Planning Services, Inc	Very Low 0%	—	100	—
Taconic Advisors	Very High 80%	107	133	$1.9M
TRG Capital Management, Inc.	High 38%	50	132	$720K
Argyle Capital Management, LLC	Very High 72%	47	65	$5.5M
Maguire Investments LLC	High 44%	57	130	$1.7M
The Private Client Advisory Group, LLC	Low 11%	14	130	$450K
Venn Wealth & Benefit Services, LLC	Very Low 0%	—	130	$210K
Aeternitas Investment Management, LLC	Very High 70%	45	64	$2.6M
Plan First Wealth LLC	Very High 67%	64	96	$1.5M
Provident Wealth Management Inc	Very Low 3%	2	64	$250K
Bergamot Asset Management LP	Very High 49%	47	95	$760K
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Century Business & Financial Services	Low 11%	7	63	$220K
Malvern Capital Management	Very High 49%	62	126	$1.7M
Atlas Wealth Management, LLC	Low 10%	9	93	$710K
Brennan Capital Management LLC	Typical 23%	14	62	$650K
Watkinson Capital Advisors LLC	High 40%	37	92	$1.4M
LiftPoint Family Wealth Advisors, LLC	Very High 74%	45	61	$3M
Barnstone Advisors LLC	High 37%	33	90	$2.5M
Impact Advisors Group	Typical 23%	21	90	$780K
Meridian Asset Management, LLC	High 37%	22	60	$840K
Montchanin Asset Management, LLC	Very High 53%	32	60	$2M
Reppond Investments, Inc.	Typical 18%	16	90	$490K
Roche Asset Management, LLC	Very Low 0%	—	60	$240K
Waypoint Financial, LLC	Typical 17%	10	60	$610K
Harmony Road Advisors	Low 14%	8	58	$530K
Strategic Financial	Very High 80%	69	86	$0
LMPG Wealth Advisors, LLC	Very High 75%	43	57	$2.3M
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
DeWitt Capital Management	Typical 27%	23	85	$1.4M
Hutchison Whitehead Wealth Management	High 31%	35	112	$810K
I.M.S. Wealth Management, LLC	Low 14%	8	56	$680K
Providers & Families Wealth Management	Very Low 2%	1	56	$140K
Webster Street Investment Advisors LLC	Very High 71%	40	56	$1.9M
Gwynedd Wealth Partners, LLC	Very High 49%	27	55	$460K
Nav Wealth Partners	Low 13%	7	55	$690K
Fortitude Financial Planning LLC	High 46%	25	54	$1.1M
Setarcos Wealth Advisors LLC	Very High 74%	40	54	$2.1M
Sankala Group LLC	High 46%	49	107	$1.3M
Evident Financial	High 39%	31	79	$1.4M
Gallatin Financial Advisors, LLC	Very High 82%	65	79	$600K
Financial Dimensions, LLC	Very Low 3%	3	104	$290K
Meddent Solutions	Very High 100%	26	26	$1.1M
Auerbach Investment Services, LLC	Very High 67%	34	51	$2.5M
Stone Securities Inc.	Low 10%	10	102	$700K
Apricus Wealth LLC	Very High 79%	79	100	$3.4M
The Astorino Financial Group, Inc.	Very Low 0%	—	50	—
Cubic Advisors, LLC	High 43%	21	49	$950K
Emancipare Investment Advisors	Very Low 0%	—	49	$0
Muntz Financial, LLC	High 34%	32	93	$1.2M
DuCharme Wealth Advisors, LLC	Typical 17%	8	46	$330K
Innovate Wealth	High 35%	16	46	$2M
Park Lane Financial Group LLC	Low 11%	5	45	$200K
Ubequity Wealth Management, LLC	High 38%	17	45	$1.1M
AEM Asset Management, LLC	Very High 50%	22	44	$2.4M
Constantia Capital LLC	Very High 98%	43	44	$420K
Legacy Investment Advisors, LLC	Low 11%	7	65	$460K
Elite Life Management LLC	Typical 17%	15	86	$1.7M
SeedSafe Financial LLC	Very High 56%	48	86	$1.5M
Atmos Advisory, LLC	Very High 49%	42	85	$2M
Bokeh Capital Partners LLC	Very High 57%	12	21	$630K
Securities Brokerage Services	Low 10%	4	42	$390K
CSG Financial	Very Low 6%	4	62	$250K
Defiant Capital Group	Very High 63%	25	40	$940K
Epic Wealth Management LLC	Very Low 0%	—	80	$170K
Innovative Wealth Management	Very Low 6%	5	79	$96K
Bowen Asset Management LLC	Typical 18%	7	39	$430K
ETCH Financial	Typical 23%	9	39	$180K
IWR Advisors	Very High 59%	23	39	$1.3M
S & A Financial Strategies & Services, LLC	Very Low 0%	—	39	$420K
World Capital Advisors, LLC	Very High 72%	28	39	$1.3M
Black Arrow Capital LLC	High 32%	12	38	$1M
Popa Financial Services, Inc.	Very Low 0%	—	38	$290K
Wealthwise Advisors	Typical 18%	7	38	$410K
Dillon Capital Management	High 34%	19	56	$1.2M
Axion Financial Group LLC	Very High 83%	30	36	$1.3M
Orion Financial Advisors	Very Low 0%	—	54	$280K
Sapient Investments LLC	Very High 100%	36	36	$1.8M
Vital Capital LLC	Typical 21%	15	71	$940K
Centurion Counsel Inc	Very Low 0%	—	52	$1.1M
Arnold Investment Group	Very High 71%	24	34	$2.3M
The J.O.. Johnson Group Inc.	Typical 21%	7	34	$670K
Krempa Associates Inc.	Very Low 0%	—	50	$1.5M
Grey Owl Capital Management, LLC	Very High 67%	22	33	$1.4M
Omsai Com LLC	Very Low 0%	—	16	$58K
Ethos Private Wealth	High 37%	17	46	$950K
VAM Group, LLC	Typical 23%	7	30	$1M
Steel Tower Investments	High 41%	18	44	$5M
Megaannum Capital, LLC	Typical 18%	5	28	$210K
Stone Fortress Wealth Strategies	Very High 100%	28	28	$2M
Cooney Financial Advisors Inc	Very Low 4%	1	26	$540K
Pflueger Wealth	Very High 77%	25	34	$3M
Poxono Capital	Very High 64%	32	50	$360K
Lakewood Financial Group, LLC	Very High 65%	24	37	$2.2M
The Financial Advisory Group	Very Low 0%	—	49	—
Bruce A.. Kraig Associates	Very Low 0%	—	24	$1.3M
Chestnut Investment Advisory	High 42%	5	12	$1.4M
Pendragon Capital Management, Inc.	High 42%	18	43	$1M
Third Sigma Investment Advisors LLC	Very High 69%	29	42	$1.1M
Goshen Capital LLC	High 35%	7	20	$1.2M
Prime Solutions Financial Services Corp.	Very Low 0%	—	29	$490K
Goydas Capital Investment Management, LLC	Very High 53%	10	19	$990K
Raskin Global Inc.	Typical 21%	8	38	$490K
1015 Capital Partners, LLC	Very High 100%	18	18	$8.2M
Cunningham Investment Management, LLC	Very High 62%	16	26	$420K
Byerly Investment Management Inc.	Very Low 0%	—	17	$370K
Collaborative Capital Advisors LLC	Very High 100%	17	17	$23M
Optimus Wealth Management Group, Inc.	Very Low 0%	—	15	—
Templeton Financial Planning	Very Low 0%	—	15	$890K
Glenayr Family Advisors LLC	Very Low 0%	—	14	—
Venture Financial Advisors, LLC	High 36%	5	14	$150K
BTG Capital LLC	Typical 23%	3	13	$190K
1st Financial Investment, Inc.	Typical 25%	4	16	$49K
Astra Prime Wealth Management	Very High 57%	8	14	$3.9M
Paoli Financial Advisors, Ltd.	Very High 100%	9	9	$580K
Luna Partners	Very Low 0%	—	8	$79K
Hill and Labarre Wealth Management	Very Low 0%	—	6	$42K
Anthony Petsis & Associates Inc.	Very Low 0%	—	5	—
Ziv Investment Company	Very High 100%	1	1	$1.2M
Brogan Asset Management, LLC	Very Low 0%	—	1	$500K
Suncoast Capital Management	Very High 100%	1	1	$1M
Bancroft Capital, LLC	—	—	—	—
Candlelight Financial Solutions	—	—	—	—
Deep Draft Consulting, LLC	—	—	—	—
Elder Law Management, Elder Law Planning Services	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
Firstrust Financial Advisors	—	—	—	—
Hyco River Investments, Incorporated	—	—	—	—
Irus Advisory Corporation	—	—	—	—
Katsutoshi Capital Management, LLC	—	—	—	—
Legacy Advisory Group, Inc.	—	—	—	—
Livelhood LLC	—	—	—	—
Peteralexander	—	—	—	—
Rational Capital Advisors LLC	—	—	—	—
Reliance Financial Advisors	—	—	—	—
The Investment Lab, LLC	—	—	—	—
True Path Financial LLC	—	—	—	—
YSB Wealth Management	—	—	—	—

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