HNW client percentage for Supported firms serving clients in Washington

Supported firms active in Washington 386 firms

Very Low 0%-11%

Low 11%-23%

Typical 23%-36%

High 36%-53%

Very High 53%-85%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Pacifica Partners Capital Management	Typical 26%	142	544	$430K
Arta Finance	Very High 100%	1,043	1,043	$150K
Elite Financial, Inc.	Low 17%	74	439	$620K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
North Financial Inc	Very Low 0%	—	380	$100K
Monson Wealth Management, Inc.	Very Low 9%	33	364	$410K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Blackburn Financial	Very Low 0%	—	593	$120K
Prevail Wealth Management	Typical 33%	86	264	$990K
Smartharvest Portfolios	Very High 100%	255	255	$1.4M
Baring Financial LLC	Low 11%	54	483	$440K
Trademark Financial Management, LLC	Low 11%	49	458	$640K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
Stock Management LLC	Low 18%	77	439	$320K
Palouse Capital Management, Inc.	Very Low 5%	40	877	$450K
Crown Point Wealth Advisors	Low 19%	126	653	$270K
Borabond, LLC	Very Low 0%	—	207	$400
Cornerstone Alternatives	Very High 100%	410	410	$390K
Arbor Capital Management Inc	Typical 27%	161	601	$610K
Lettin Wealth Management Group, Inc.	Very Low 0%	—	200	—
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Wayfinding Financial, LLC	Typical 26%	95	361	$980K
Saos Capital, LLC	Low 15%	80	536	$420K
Abound Financial	Typical 26%	136	525	$790K
Benham Advisory Group	Very Low 5%	17	345	$270K
Soundpath Retirement Strategies, LLC	Very Low 10%	66	690	$190K
Stangier Wealth Management	Low 20%	101	496	$600K
Intirety, LLC	Very Low 3%	20	650	$150K
Spectrum Wealth Advisory Group, LLC	Typical 35%	226	646	$650K
Burrus	Typical 25%	79	322	$750K
Kanno Capital	Typical 25%	41	161	$270K
Moulton Wealth Management, Inc	Low 11%	52	477	$330K
Timepiece Financial Planning, Inc.	Very Low 0%	—	159	$460K
Olde Wealth Management, LLC	Typical 28%	88	313	$1.2M
Cadence Wealth Management, LLC	Typical 26%	40	156	$580K
The Clark Group Asset Management	High 38%	174	458	$740K
Hallett Advisors	Low 17%	50	293	$510K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Portland Private Wealth Management, Inc.	Low 14%	60	439	$530K
Wood Tarver Financial	Typical 26%	148	575	$800K
Financial Forum, Inc.	Low 13%	77	572	$500K
Next Level Wealth Planning, LLC	Low 15%	85	572	$560K
Roosevelt Advisors LLC	Very Low 0%	—	286	$69K
Terra Wealth	Very Low 8%	46	572	$260K
3 Peaks Financial	Very Low 5%	14	280	$190K
Vorpahl Wing Securities, Inc.	Very Low 0%	—	557	$220K
Axiom Wealth Strategies, LLC	Typical 25%	69	272	$450K
ROI Financial	Typical 29%	80	272	$940K
Capstone RIA	Typical 33%	87	262	$920K
Viewpoint Capital Management	High 43%	54	125	$2.1M
Demars Financial Group LLC	Typical 33%	165	498	$750K
Ryan Financial Solutions, LLC	Very Low 9%	23	247	$320K
True North Retirement Advisors, LLC	Typical 34%	124	365	$1.1M
Phillip B. White Co., Inc	High 42%	103	243	$1.3M
Florin Pensions LLC	Very Low 0%	—	485	—
Baobab Wealth Management	Very Low 6%	14	240	$290K
FORS Financial	Low 18%	43	240	$560K
Newground Social Investment	High 44%	53	120	$1.3M
Five Pine Wealth	Low 14%	49	345	$540K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Telos Wealth	Low 21%	23	111	$680K
Vantage Financial Group	Typical 25%	110	441	$260K
Adams Financial Concepts, LLC	Very High 69%	76	110	$650K
James R. Martin Consulting, Inc	High 40%	87	220	$1.7M
Bellevue Asset Management, LLC	High 42%	91	219	$1.7M
Vantage Wealth Management LLC	Very Low 9%	19	219	$250K
Allen Capital Management, LLC	High 45%	49	109	$1.8M
Dale Q. Rice Investment Management	Very High 66%	71	108	$1.4M
Newbury Capital Management, LLC	Low 20%	87	430	$340K
Strada Financial Group LLC	Low 22%	46	213	$750K
Greystone Financial & Estate Services, Inc.	Low 16%	34	207	$530K
Cairn Investment Group	High 39%	120	309	$1.2M
Wealthspring	Typical 25%	102	409	$890K
Centurion Financial Strategies LLC	High 44%	45	102	$750K
Eldon Reese Advisory Group	Low 17%	50	302	$200K
Parker Financial LLC	Low 13%	40	302	$890K
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Lookahead Wealth LLC	High 44%	87	199	$230K
AIO Financial, LLC	Typical 24%	48	197	$1M
Lake Avenue Financial LLC	Low 12%	36	293	$490K
Financial Planning First, LLC	Low 11%	31	291	$370K
Investors Portfolio Services LLC	Typical 29%	83	289	$820K
Portfolio Strategies Inc	Very Low 0%	—	289	$140K
VCP Financial LLC	Very High 65%	252	385	$290K
Lodestone Wealth Management LLC	Typical 34%	99	287	$1.2M
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Urban Wealth Management or UWM	Low 19%	52	275	$710K
Sunrise Financial Services LLC	Low 11%	31	271	$560K
Sound Financial Center LLC	Low 17%	45	270	$370K
Madison Park Capital Advisors, LLC	Typical 30%	108	358	$770K
Arcadia Investment Advisors, LLC	High 44%	118	266	$1.2M
Park + Elm Investment Advisers	Low 13%	34	260	$330K
TradeWinds Wealth Management	Low 11%	28	260	$490K
Insight Capital Management	High 42%	143	343	$960K
Para Wealth Advisors, Inc.	Typical 30%	78	257	$860K
Mainstream Capital Management	Typical 35%	60	170	$1.3M
Miller Financial Group, LLC	Low 12%	21	170	$490K
Triple Summit Advisors, LLC	Low 21%	36	169	$620K
Integrity Wealth Management, Inc.	Typical 23%	39	167	$980K
MacFarlane Investors	Very Low 0%	—	167	$44K
TWM Wealth Management Corp	Low 16%	26	167	$530K
O'Brien Investment Management, LLC	Very High 58%	96	165	$1.5M
True Wealth Group	High 48%	78	164	$910K
Crafted Finance, LLC	High 48%	78	162	$480K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
Leeward Financial Partners, LLC	Very High 78%	187	241	$1.7M
DW Investment Solutions, Inc.	Typical 29%	46	159	$700K
Lesa Sroufe & Company, Inc.	Very High 93%	221	238	$870K
Concinnus Financial, Inc	Very Low 5%	8	158	$190K
Foresee Wealth Advisors	Typical 35%	55	158	$890K
South Cove Financial, LLC	Very Low 5%	12	237	$610K
Inman Financial Services, Inc.	Typical 28%	65	234	$820K
Twenty Twenty Investment Advisors, LLC	Very Low 7%	23	312	$370K
White & Company Financial Planning, Inc.	Low 13%	40	307	$490K
Financial Investment Team ("FIT")	Very Low 8%	24	303	$690K
Waystone Advisors LLC	Low 15%	45	303	$590K
Seneschal Family Office	High 39%	89	227	$1.3M
TFS Advisors, LLC	High 43%	65	151	$1M
Kaizen Financial Advisors, LLC	Very High 53%	80	150	$1.7M
Pavion Blue Capital, LLC	Very High 88%	132	150	$2.7M
Briggs Financial Inc.	Very Low 9%	13	148	$350K
Surience Private Wealth LLC	High 41%	60	148	$830K
Ares Financial Consulting LLC	Low 16%	46	289	$840K
COPIA Wealth Management	Low 20%	57	288	$540K
Legacy Investment Partners, LLC	Typical 33%	72	216	$1.8M
Stapp Wealth Management, PLLC	Low 16%	35	215	$670K
Sabin Investment Management, Inc.	Very Low 8%	12	143	$310K
RM Private Wealth Management	Very High 100%	71	71	$4.8M
The Planner's Edge LLC	Low 21%	45	213	$840K
AlpenGlobal Capital, LLC	Very High 57%	80	141	$1.3M
Sky-Mountain Capital Management	High 38%	54	141	$1.5M
Better Financial Services, LLC	Typical 29%	40	140	$680K
Schmidt Financial Management	Very High 69%	97	140	$3.6M
Erlandson Wealth Management	Typical 34%	47	139	$490K
Davenport Watts & Drake Investment Advisors, LLC	Low 13%	26	208	$750K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Lakeside Advisors Inc	High 46%	95	207	$1.9M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Columbia River Financial Group	Low 22%	60	274	$700K
Wealthcollab	Very High 71%	48	68	$4.7M
WMS Wealth Management LLC	High 38%	52	136	$340K
Prism Financial Planning, LLC	Very Low 0%	—	135	$0
Singer Wealth Management	Typical 27%	36	135	$880K
Ambassador Wealth Management, LLC	Typical 31%	41	134	$670K
Eagle Harbor Asset Management, Inc.	Very High 77%	153	199	$800K
Oregon Pacific Wealth Management	Low 14%	36	265	$570K
WE Alliance Wealth Advisors, Inc.	Low 11%	30	265	$880K
aLuman	Typical 23%	30	132	$940K
Clear Wealth Management	Typical 23%	31	132	$770K
Lake Road Advisors, LLC	Very High 71%	94	132	$700K
Park Wealth Management	Very Low 0%	—	66	$180K
Tamalpais Asset Management	Typical 28%	74	261	$1M
S. R. Schill & Associates, Inc.	Typical 31%	61	195	$730K
Grange Capital, LLC	High 45%	116	259	$790K
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
Simple Wealth LLC	Low 20%	26	129	$370K
Stolz & Associates, Ps	Typical 33%	63	193	$1.4M
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
Grant Koehler & Levin Ltd.	Very High 62%	118	191	$1.5M
917 Advisory Services LLC	Typical 31%	58	190	$790K
Adair Wealth Management	Low 17%	22	126	$410K
Shared Vision Wealth Group	High 40%	76	189	$1.8M
The Capeloto & Hedrick Co	Typical 29%	36	126	$1M
Emerald Blue Advisors	Very High 60%	112	188	$470K
Summa Global Advisors, LLC	Typical 33%	41	125	$1.1M
Capitol Family Office, Inc.	High 36%	45	124	$1.1M
Wealthmark, LLC	Very High 57%	70	123	$800K
Holm & Cawley Financial Group LLC	Low 11%	28	245	$440K
Fearless Wealth	High 43%	26	61	$1.3M
Snake River Investment Counsel LLC	Low 17%	21	121	$630K
Taurus Capital Advisors, LLC	Low 19%	47	242	$870K
Vega Financial LLC	Typical 23%	28	121	$490K
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Fortis Wealth Management	Very Low 0%	—	179	$380K
Optimist Retirement Group, LLC	Very High 60%	71	119	$2.1M
Cascade Investment Advisors, Inc.	Typical 35%	62	177	$2M
Xena Financial Planning, LLC	High 43%	51	118	$890K
Camelotta Advisors	Very High 67%	39	58	$4M
Regency Capital Management Inc.	Very High 59%	69	116	$3M
WLFB Inc	Very High 62%	36	58	$0
Columbia River Advisors	Low 12%	28	231	$830K
Marquam Capital	Typical 23%	39	173	$190K
Middleton & Company	High 37%	43	115	$1.1M
Millennial Wealth	High 45%	102	229	$1.2M
Stewardship Concepts Financial Services LLC	Typical 27%	62	229	$730K
Handy & Company Financial Advisors, Inc.	Typical 23%	26	114	$600K
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Bedrock Investment Advisors	Very High 62%	138	224	$220K
Gevers Wealth Management	High 50%	84	167	$1.3M
Selkirk Wealth Advisors, LLC	High 37%	61	164	$1.1M
Armour Wealth Advisors, LLC	Typical 29%	32	109	$1M
Coast Capital Management	Very Low 6%	3	54	$250K
Pacific Value, LLC	Typical 32%	52	162	$960K
Based Capital Wealth LLC	Very High 53%	57	107	$400K
Sawston Wealth Management LLC	Low 22%	23	106	$400K
Trail Financial Planning LLC	Typical 33%	52	157	$750K
Helm Capital Management	Very High 81%	42	52	$7.7M
UTA LLC	High 42%	43	102	$2.1M
ACP Investment Management	Typical 28%	42	152	$700K
Axia Wealth Management Inc	High 48%	73	152	$850K
Breakwater Investment Management	High 37%	56	152	$2M
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
Clarity Capital Management LLC	Typical 35%	35	100	$840K
Goodstein Wealth Management LLC	High 46%	46	100	$1.1M
LifeFocus Financial Advisors, LLC	High 36%	36	100	$820K
Seattle Wealth Management LLC	High 51%	51	100	$1.3M
Ervin Investment Management	Very High 56%	55	98	$2.8M
SAR Wealth Management	Very Low 0%	—	49	$77K
Gould Capital, LLC	High 36%	52	146	$1.1M
MKT and Associates LLC	High 41%	60	146	$2.6M
Roberts Wealth Advisors, LLC	Very High 86%	126	146	$2.8M
Waterrock Global Asset Management	High 36%	53	146	$500K
Firewall Capital Management	Low 21%	40	193	$330K
Fort Vancouver Investment Management, LLC	High 42%	82	193	$1.2M
Arbor Investment Management	Very High 69%	66	96	$1.7M
Sonata Capital Group Inc	Very High 62%	119	192	$1.9M
Fulcrum Wealth Advisors, LLC	Very High 78%	111	143	$1.5M
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Bridge Capital Consulting, LLC	Low 21%	30	141	$530K
Contango Wealth Management LLC	Very High 60%	56	94	$1.3M
Convexity Wealth Management, LLC	Typical 26%	24	94	$680K
Sound Investment Strategies, Inc.	Low 21%	20	94	$670K
TerraFirma Wealth Partners	High 46%	43	94	$1.3M
Investor Resources Inc	Low 20%	18	92	$370K
Pacific Financial Advisors	Typical 26%	48	184	$600K
Defined Wealth Management, LLC	Typical 32%	44	137	$1.6M
Aspen Financial Management, Inc.	Very Low 0%	—	91	$210K
Financial Freedom for Dentists LLC	High 42%	57	136	$760K
Macro Wealth Management, Inc.	Typical 35%	63	181	$380K
Gen Y Planning	Low 12%	11	90	$600K
Monteith Wealth	Typical 31%	28	90	$820K
Prentice Financial Planning, LLC	Typical 24%	43	180	$540K
Rainier Wealth Management LLC	High 49%	44	90	$820K
BBJS Financial Advisors, LLC	Typical 34%	30	89	$3.7M
Financial & Estate Advisors, Inc	High 37%	33	89	$610K
Waits Investments, LLC	Low 16%	14	89	$880K
Guide Financial Planning	Low 20%	26	132	$530K
Nexus Strategic Wealth	Low 17%	15	88	$640K
Change Wealth Advisors	Low 21%	18	87	$770K
Stock Pro	Very Low 5%	4	87	$450K
North Ridge	Very High 54%	70	130	$1.7M
Brackenwood Capital Management, LLC	Typical 34%	29	86	$1.5M
Radix Wealth	High 45%	39	86	$840K
Finance Wisdom	Very Low 2%	3	128	$460K
My Personal CFO, LLC	Very High 58%	49	85	$4.3M
Archer Wealth Advisors	Low 13%	16	127	$600K
Integrated Wealth Advisors, LLC	High 45%	38	84	$1.5M
Viento Financial Group, LLC	Typical 23%	19	83	$610K
Northern Lights Advisors, Inc.	High 41%	51	123	$2.1M
Opportunus Wealth Management, LLC	Typical 29%	36	123	$840K
MB Gen Wealth	Very High 60%	72	120	$3.3M
Skyline Financial Northwest	Very High 65%	77	119	$1.1M
PNW Asset Management	Very High 55%	43	78	$1.4M
Main Avenue Financial Services, LLC	Very High 56%	43	77	$1.3M
Cascade Wealth Advisors, Inc	Very High 72%	82	114	$2M
C.M.Bidwell & Associates Ltd	Very Low 9%	13	151	$1.2M
Clearbrook Investment Management, LLC	Typical 31%	35	113	$210K
Nfwm	Very High 67%	50	75	$2.4M
Smart Portfolios, LLC	High 39%	59	150	$1.4M
Coho Advisory Services, LLC	Very Low 5%	7	148	$310K
Leverage Planners Wealth Management, LLC	Very Low 0%	—	110	$190K
GK Capital Partners	Typical 34%	25	73	$740K
Johnson & Shute Investment Advisors, Inc.	Very High 63%	46	73	$1.8M
Waycross Investment Management Co	Typical 34%	50	146	$1.2M
Compass Investment Advisers, LLC	Typical 35%	25	72	$1.5M
Inland Financial Planning	Low 13%	9	72	$570K
Optivest, Inc.	High 52%	56	108	$2.9M
Settlement Capital Advisors	Typical 28%	30	108	$810K
Barker Wealth Management, LLC	Very High 61%	43	70	$3.3M
Galileo Planning Group, Inc.	Very Low 0%	—	140	—
Keith McBride Financial Services Inc.	Low 20%	14	70	$400K
Rainier Family Wealth, Inc.	Very High 68%	71	105	$2.9M
Gates Pass Advisors, LLC	Very High 91%	63	69	$3M
Strategy Cap, LLC	High 49%	33	68	$950K
Sila FInancial, LLC	High 49%	49	100	$1.2M
Hamrick Investment Counsel, LLC	Very High 56%	55	99	$2.8M
Omega Financial Investments & Insurance	High 42%	28	66	$1.1M
Sustain Financial Inc.	Typical 35%	23	66	$590K
Taurus Financial	Very High 94%	62	66	$1.3M
Liberty Capital Investment Corporation	Very Low 0%	—	131	$650K
Helmsman Financial Group, LLC	Very High 53%	52	98	$1.9M
MKG Financial Group, Inc.	Very Low 0%	—	65	$220K
Interactive Wealth Advisors	High 52%	33	63	$1.4M
Mellor & Associates LLC	Very Low 8%	5	63	$350K
Rain or Shine Planning, LLC	High 46%	29	63	$930K
Agate Pass Investment, LLC	Very High 73%	90	124	$2.7M
Alturas Wealth Management, LLC	Low 18%	11	61	$770K
FinSym Partners, LLC	High 51%	46	90	$2.1M
Illumine Investment Management, LLC	Typical 32%	29	90	$2.1M
One Day Wealth	High 40%	24	60	$730K
Planful Finance LLC	Typical 33%	20	60	$890K
Private Asset Management Inc	Very High 67%	40	60	$1.8M
Reppond Investments, Inc.	Low 18%	16	90	$490K
Radiant Wealth Planning	Very Low 0%	—	59	$250K
Trimaran Capital	High 44%	26	59	$1.2M
Balanced Investment Advisors, LLC	Typical 28%	16	58	$710K
Seek First Inc.	Very High 74%	63	85	$2.9M
Blue River Capital Management	Low 20%	11	55	$750K
Integrity Financial Strategies	Typical 24%	13	55	$430K
The Goodland Group	Very High 70%	77	110	$650K
Reliance Investing, Inc.	Very Low 0%	—	80	$400K
Long Bridge Capital Management	Very Low 0%	—	106	$510K
Fyooz Financial Planning	High 47%	37	79	$750K
Truvista Advisors LLC	High 45%	23	51	$1.1M
Seaborn Financial, LLC	Very High 64%	49	76	$2M
3rd Creek Investments	High 42%	42	100	$1.7M
Firebrand Wealth Management, LLC	Low 21%	21	100	$790K
Jade & Cowry LLC	High 50%	25	50	$1.3M
Hawkins Investment Counsel, LLC	High 51%	50	98	$1.7M
Asymmetric Advantage Capital Management, LLC	High 46%	22	48	$1.1M
Avos Capital Management, LLC	Very High 92%	44	48	$3.5M
Tenere Financial	Very Low 2%	1	48	$1.7M
NEOKAI Capital	High 41%	29	70	$620K
Sound Financial Advisors, Inc.	Low 17%	8	46	$520K
Capital Investment Services, LLC	Very High 80%	36	45	$2.2M
NWT Advisors, LLC	Typical 29%	13	45	$410K
Tieton Capital Management	Typical 31%	14	45	$2.8M
Wilkison Investment Services, LLC	Very Low 0%	—	45	$590K
Runde & Co. LLC	Very High 100%	44	44	$4.6M
Tollefson and Company Investment Management LLC	Very High 100%	22	22	$5M
Uplevel Wealth	Very High 84%	37	44	$2.6M
Acentrus Financial Partners LLC	Very Low 0%	—	43	$290K
Equilus Group Inc	Low 15%	13	86	$300K
Blueprint Investing LLC	Very High 100%	42	42	$10M
Tandem Capital Management, Inc.	Very High 86%	72	84	$2.9M
MCM Wealth	Very High 83%	69	83	$2M
Sound Legacy Wealth Advisors, LLC	High 49%	20	41	$2.2M
Insight Financial	Very Low 0%	—	40	$510K
Penny Lane Wealth Management, LLC	Typical 23%	9	40	$470K
Theory Planning Partners	Very Low 8%	5	59	$560K
Pacific Crest Financial Advisors, LLC	High 44%	25	57	$1.4M
M Stevens Wealth Advisors, LLC	Very Low 8%	3	37	$190K
Westlake Wealth Management LLC	High 36%	27	74	$1M
Nautical Star Financial Group LLC	Typical 32%	23	72	$620K
Pacific Horizon Investment Management LLC	Very High 81%	29	36	$2.2M
Stonebridge Capital Management NW, LLC	High 44%	16	36	$1.4M
Northern Monarch Capital LLC	Typical 23%	16	71	$570K
Upleft Asset Management	Typical 34%	18	53	$1M
LG Financial Services, LLC	Very Low 0%	—	35	—
Lci Advisors	High 44%	22	50	$1.2M
Mcmillen & Company, Inc.	Typical 31%	10	32	$2.5M
B3 Wealth Strategies	Very High 68%	42	62	$580K
Steward Capital LLC.	Very High 65%	20	31	$2M
Chimera Wealth	Low 20%	9	45	$370K
Paysse Jennison Financial Advisors, Paysse Jennison	Very High 57%	17	30	$2.2M
Sander Capital Advisors, Inc.	Very High 100%	15	15	$14M
Alegria Asset Management	Low 20%	9	44	$890K
Cedar River Capital, LLC	Very High 82%	23	28	$1.9M
Pacific Wealth Advisory, LLC	Very High 100%	42	42	$280K
Karel Capital, Inc.	Very High 63%	26	41	$2.7M
DeLeon Wealth LLC	High 44%	12	27	$420K
Sunnybranch Wealth LLC	Very High 70%	19	27	$1.1M
Pinnacle Portfolio Advisors	Very High 53%	21	40	$4.3M
Vela Consulting, LLC	Very High 100%	53	53	$890K
Abacus Financial Planning	Very Low 0%	—	26	$230K
Vita Planning Group LLC	High 48%	24	50	$1.4M
Legion Private Wealth Management	Very High 58%	14	24	$200K
Briarwood Financial	Very Low 0%	—	23	$150K
Anchor Financial	Very Low 0%	—	45	$130K
Humanize Wealth	Very High 100%	21	21	$2.3M
Conestoga Wealth Partners	Very Low 0%	—	30	—
Two Firs Financial	Very High 55%	11	20	$970K
Avantia Investment Services, LLC	Very High 55%	16	29	$4.1M
BDL Wealth Management PLLC	Very Low 6%	1	18	$310K
A5 Financial LLC	High 38%	6	16	$930K
Ceva Advisors	Very High 54%	13	24	$2.2M
Finomenon Investments LLC	Very High 63%	10	16	$190K
MindState Capital LLC	Very High 100%	16	16	$4.4M
Woodland Wealth Advisors	Typical 25%	4	16	$650K
Harborview Asset Management LLC	Very High 100%	15	15	$8.3M
Heritage Road Advisors	Very High 87%	13	15	$1.4M
Mercer Island Capital Management, LLC	Very High 53%	8	15	$1.5M
Rattlesnake Creek Capital LLC	High 47%	7	15	$1.5M
Simpli-FI Alpha LLC	Very Low 0%	—	15	$190K
Greenrock Asset Management LLC	Low 17%	2	12	$460K
BMMS Wealth Advisory LLC	Very Low 0%	—	22	—
Smithbrook, LLC	Very High 100%	15	15	$6M
FAP, LLC	Very Low 0%	—	12	—
PWR Financial Services	Very Low 0%	—	8	$12M
Summit Family Office Services, LLC	Very Low 0%	—	15	$430K
Walla Walla Wealth Advisors	Very High 71%	5	7	$2.3M
APEX Advisory Group, Inc.	Very Low 0%	—	7	$0
Third Stanza Group	Very Low 0%	—	1	$38K
AyurAsset LLC	—	—	—	—
Compton Financial Group, LLC	—	—	—	—
GenSphere Private Wealth, LLC	—	—	—	—
Kavout Algo Financial LLC	—	—	—	—
Myicon	—	—	—	—
NBW Capital LLC	—	—	—	—
Senior Financial Advisors, Inc.	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—

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