HNW client percentage for Team firms serving clients in California

Team firms active in California 890 firms

Very Low 2%-14%

Low 14%-29%

Typical 29%-44%

High 44%-60%

Very High 60%-90%

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

Median: 37%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
InterWealth Management, LLC	Low 27%	76	278	$1.1M
Burton Enright Welch	Very High 61%	371	612	$2.3M
Washington Trust Advisors	High 51%	400	781	$2.6M
Guide Advisors, Inc.	Very Low 0%	—	279	—
25 Financial	High 50%	250	505	$1.1M
Transcendent Capital Group	Low 14%	71	506	$710K
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Shotwell Rutter Baer Inc	Low 22%	62	282	$650K
Financial Perspectives	Typical 42%	309	734	$1.6M
Leisure Capital Management, Inc.	High 50%	169	339	$2.5M
The H Group, Inc.	Low 20%	147	735	$710K
GBM Wealth Management, Inc.	Very Low 12%	60	511	$480K
Kaizen Financial Strategies, LLC	Low 19%	55	284	$970K
Cohen Capital Management Inc	Very High 70%	40	57	$12M
Range Financial Group, LLC	Typical 33%	130	400	$1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Knightsbridge Wealth Management	Very High 64%	333	517	$1.9M
Godsey & Gibb Wealth Management	High 59%	440	747	$1.8M
Ar Asset Management, Inc.	Very High 84%	97	115	$2.9M
Castle Coast Wealth, LLC	High 47%	136	288	$1.3M
Aptus Financial, LLC	Very Low 0%	—	634	—
The Norden Group LLC	Low 23%	295	1,271	$1.4M
WaterRock Wealth Management	Very Low 13%	37	289	$530K
California Capital Management	Typical 32%	112	347	$1M
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Leach, Bickmore & Weiss Wealth Management, LLC	Low 14%	42	291	$390K
Cerro Pacific Wealth Advisors, LLC	High 52%	121	233	$1.8M
Investor FAN	Low 27%	235	874	$900K
Milestone Investment Advisors, LLC	High 53%	218	408	$2M
EQ Wealth Management	Very High 70%	369	525	$1.8M
Torrey Growth & Income Advisors, LLC	Low 22%	64	293	$1.1M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Cypress Wealth Services, LLC	Typical 43%	356	825	$1.5M
Bright Lake Wealth Management, LLC	Very Low 4%	14	354	$290K
Kilter Group	Typical 29%	119	413	$670K
Momentum Advisors	Typical 38%	134	354	$990K
Roof Eidam Maycock Peralta LLC	Very High 66%	194	296	$2.7M
T&T Capital Management	Very Low 10%	30	296	$380K
Etesian Wealth Advisors, Inc.	Very Low 5%	19	415	$1.1M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
CRUX Wealth Advisors	Low 18%	118	656	$740K
Team Wealth & Tax Advisors	Low 21%	74	358	$650K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Stolper & Co., Inc.	Very High 73%	44	60	$7M
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
MBM Wealth Consultants, LLC	Low 22%	131	604	$750K
Blume Capital Management, Inc.	Very High 72%	175	242	$3.5M
Encompass Advisory Services, LLC	Very Low 8%	33	425	$280K
Mathis Wealth Management	Low 25%	75	304	$660K
Arrivity Financial Planning	Very Low 0%	—	366	—
Eagleclaw Capital Management LLC	Very High 86%	263	305	$2.5M
Granite Group Advisors, LLC	Very High 100%	122	122	$3.2M
Bedel Financial Consulting Inc	Very High 64%	741	1,162	$2.5M
Brio Financial Group	Typical 42%	336	800	$1.3M
Statheros Financial Solutions, Inc.	Typical 29%	161	555	$1M
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
Capstone Investment Group	Very Low 9%	51	560	$300K
CLG LLC	High 48%	689	1,434	$770K
Whitwell Advisors	Low 18%	56	312	$320K
Cornerstone Capital, Inc.	Very High 79%	99	125	$6.9M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Financial Advisors Network, Inc.	Typical 40%	328	816	$1.3M
One Advisory Partners, LLC	Typical 32%	101	314	$1.2M
Liberty Wealth Management, LLC	Very High 66%	995	1,510	$1.1M
Comprehensive Wealth Management	Typical 29%	108	378	$880K
Insight Wealth Strategies, LLC	Typical 29%	167	567	$1.9M
Abundo Wealth	Very Low 0%	—	695	—
Bangerter Financial Services, Inc.	Very Low 11%	35	317	$210K
S.A. Mason, LLC	Typical 35%	90	254	$1.9M
Neumann Capital Management	Very High 67%	128	191	$3.3M
Schaefer Financial Management, Inc.	High 52%	233	446	$2.5M
Three Arch Wealth Management LLC	High 46%	118	256	$2.5M
Warren Street Wealth Advisors, LLC	Typical 37%	166	449	$1.2M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
WESCAP Group	Very High 64%	205	321	$3.3M
Falcon Wealth Planning, Inc.	Typical 29%	430	1,478	$1M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Simmons Capital Group	Very Low 12%	53	450	$460K
G&H Investments	Typical 29%	38	129	$2.6M
Prosperitas Financial, LLC	Very Low 9%	150	1,745	$400K
Traveka Wealth, LLC	Very High 69%	133	194	$3.8M
Asset One Wealth Management, LLC	Low 24%	282	1,170	$800K
CMG Wealth Management	Typical 38%	122	325	$1.1M
Hoopoe Advisors	Typical 40%	236	585	$990K
Financial Sense Advisors, Inc.	Typical 32%	189	588	$1.4M
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Armbruster Capital Management, Inc.	High 56%	257	462	$1.9M
Caldwell Sutter Capital, Inc.	Low 28%	147	528	$1.1M
Diversified Portfolios, Inc.	Low 28%	182	660	$2.8M
Professional Advisory Services Inc	Typical 42%	252	596	$2M
Stevens Foster Financial Advisors	High 45%	151	332	$2.3M
Strategy Asset Managers L.L.C.	Typical 36%	214	598	$1.4M
Fortem Financial Group, LLC	Typical 42%	140	333	$1.8M
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Stonebridge Financial Group	Low 27%	253	937	$950K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Whelan Financial	High 47%	222	470	$1.3M
HCM Wealth	High 58%	156	269	$3.1M
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
Ethos Financial Group, LLC	Low 22%	382	1,709	$970K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Nadler Financial Group, Inc.	Typical 43%	437	1,026	$2M
UAS Asset Management	High 47%	160	342	$900K
Cornerstone Financial Group, LLC	Low 28%	96	345	$810K
SP Asset Management LLC	Very High 100%	207	207	$8.9M
Westhill Financial Advisors, Inc.	High 52%	214	414	$1.9M
Hillcrest Financial Group	Typical 42%	146	347	$1.6M
Darwin Wealth Management	Low 19%	157	835	$740K
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Sustainable Advisors Alliance LLC	Low 17%	94	559	$410K
T2 Asset Management, LLC	Very Low 2%	10	560	$320K
Andina Advisors	Typical 35%	223	632	$1.5M
New Insight Wealth Advisors	High 47%	164	352	$1M
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Rebalance LLC	Typical 31%	197	636	$2.8M
Telos Capital Management, Inc.	High 49%	456	924	$1.7M
Guardian Financial Partners, LLC	High 58%	246	427	$960K
Plan Group Financial, INC.	Very Low 12%	149	1,221	$570K
JSF Financial, LLC	High 44%	346	791	$2.1M
Dash Investments	Very High 79%	340	432	$1.6M
rebel Financial, LLC	Low 23%	100	433	$820K
Blue Sky Capital Consultants Group, Inc.	Typical 33%	165	506	$600K
Pathview Wealth Advisors	Typical 37%	133	362	$1.6M
Prasad Wealth Partners	Low 18%	127	724	$790K
The Kelly Group	Low 23%	247	1,087	$960K
Bourgeon Capital Management LLC	Very High 61%	178	291	$3.4M
Quadrant Private Wealth Management, LLC	High 45%	394	875	$2.4M
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Bravias Financial	Very Low 9%	39	439	$480K
MA Private Wealth, LLC	Typical 40%	148	366	$1.9M
Capital Advantage, Inc.	High 53%	352	661	$1.9M
Peregrine Asset Advisers, Inc.	Very Low 12%	51	441	$1.3M
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Wagner Loftin Investment Services LLC	Typical 31%	136	442	$900K
Wealth Teams Alliance	Very Low 6%	52	812	$270K
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Pacific Asset Management, LLC	Typical 33%	122	370	$1M
O'Boyle Wealth Management, Inc.	High 50%	184	371	$1M
Arlington Financial Advisors, LLC	High 45%	267	595	$1.9M
Mountain Capital Investment Advisors Inc	Low 26%	308	1,191	$780K
Asset Planning, Inc	High 50%	186	373	$1.5M
BetterWealth LLC	High 58%	215	373	$1.7M
Dentist Advisors	Low 22%	167	752	$640K
Trinity Capital Management, LLC	High 46%	172	376	$1.1M
Vista Investment Partners LLC	Low 26%	118	452	$1.2M
Integrity Financial Corporation	Low 14%	164	1,209	$500K
American Money Management, LLC	Low 25%	211	832	$990K
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Tempus Wealth Planning, LLC	Typical 41%	282	683	$980K
Core Wealth Partners LLC	Low 22%	83	380	$1M
Concentrum Wealth Management	High 47%	179	381	$2.3M
The Marshall Financial Group LLC	Low 17%	166	994	$680K
Ironwood Wealth Management, LLC	Typical 34%	155	459	$1.3M
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Black Card Circle	Very Low 7%	34	460	$210K
One Degree Advisors, Inc.	Typical 33%	150	461	$1M
Capstone Investment Financial Group, LLC	Very Low 8%	30	387	$440K
Worthpointe	Typical 37%	233	622	$1.6M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Osborne Partners	Very High 61%	428	704	$3.3M
Mirador Capital Partners	Typical 35%	223	629	$1.4M
Alpha Wealth Management And Planning LLC	High 51%	241	473	$640K
Retirement Income Solutions, Inc.	Very High 69%	869	1,265	$2.3M
Bulman Wealth Group	Low 14%	78	555	$510K
First Financial Consulting	Very High 77%	487	636	$1.2M
Broadway Wealth Solutions	Low 17%	152	875	$340K
Mason & Associates, Inc.	Typical 34%	214	637	$1.1M
Omega Financial Group, LLC	High 46%	148	319	$1.7M
FLC Capital Advisors	High 58%	184	320	$2.5M
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
Potentia Wealth	High 54%	392	722	$740K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Seamount Financial Group Inc	Typical 37%	181	485	$1.5M
Invest Capital Partners	Low 14%	93	647	$390K
Redwood Wealth Management, LLC	High 51%	123	243	$3.4M
Elevatus Wealth Management, LLC	Typical 42%	136	326	$1.5M
Fortitude Financial LLC	Low 17%	69	408	$690K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Apriem Advisors	Typical 33%	346	1,062	$1.3M
Cornerstone Wealth	Very Low 13%	319	2,373	$1M
Confidence Wealth Management, Inc.	Low 26%	191	737	$610K
Boldin Advisors	Very High 63%	516	821	$0
Essex LLC	Low 28%	162	576	$1.1M
Cheviot Value Management, LLC	High 50%	287	578	$1.9M
Creative Money LLC	Very Low 0%	—	413	$0
Elderado Financial, Inc.	Low 15%	62	413	$570K
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Miramontes Capital, LLC	Low 15%	111	744	$530K
Washington Avenue Advisors	Very Low 13%	83	662	$460K
TFB Advisors, LLC	Very Low 13%	170	1,326	$600K
Addison Capital	High 55%	137	249	$2.2M
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Oath Planning, LLC	Very Low 12%	58	502	$570K
Regatta Capital Group, LLC	Typical 43%	471	1,088	$1.2M
ValueWealth Services, LLC	Low 27%	115	420	$760K
The Salvetti Group	Low 27%	162	590	$1.1M
TrueNorth Wealth	Typical 31%	259	843	$1.3M
Selby Wealth Management	Very High 66%	112	169	$2.8M
Romano Wealth Management	High 51%	478	934	$1.5M
Navalign, LLC	Typical 35%	241	680	$980K
The Wealth Collaborative, Inc.	Very High 60%	153	256	$3.1M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Prosperity Financial Group, Inc.	Low 20%	122	598	$820K
Epsilon Financial Group, Inc.	Typical 38%	164	428	$1.4M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Serenity Investment Advisors	Low 15%	66	430	$590K
SPG Advisors LLC	Low 23%	159	692	$770K
DLK Investment Management	Very Low 7%	31	433	$730K
Joel R. Mogy Investment Counsel Inc.	Very High 80%	208	260	$8.1M
Van Hulzen Financial Advisors	Low 27%	369	1,389	$1.2M
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
HIGH FALLS ADVISORS, Inc.	Low 27%	210	784	$870K
Granite Bay Wealth Management, LLC	Low 27%	164	610	$910K
GK Wealth Management LLC	Low 24%	125	525	$490K
Matauro, LLC	Typical 40%	354	876	$1.2M
SFE Investment Counsel Inc.	Low 22%	193	877	$760K
Foundation Wealth Management, LLC	High 55%	194	351	$1.7M
Level Financial Advisors, Inc.	Typical 34%	242	705	$1.2M
Arrowroot family office, LLC	Typical 42%	595	1,413	$290K
Blakeslee & Blakeslee Financial Advisers Inc.	Low 15%	121	797	$480K
Integral Wealth Management	Typical 35%	157	444	$1.4M
TCP Asset Management, LLC	Very Low 13%	287	2,221	$530K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
FSB Premier Wealth Management, Inc.	Very Low 13%	116	894	$470K
J.P. King Advisors, Inc.	Typical 39%	174	448	$2M
Oceaniq Capital, LLC	Very High 100%	448	448	$700K
Cornerstone Securities LLC	Very Low 10%	88	900	$230K
Eagle Wealth Management Group Inc.	Typical 29%	129	452	$770K
Smith & Wyatt	Very Low 5%	33	724	$290K
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Windsor Capital Management, LLC	Typical 40%	183	458	$1.4M
NOVA FINANCIAL SERVICES	Low 20%	144	738	$640K
Gradient Capital Advisors, LLC	High 56%	257	462	$1.6M
HCR Wealth Advisors	High 45%	420	937	$2.1M
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
MyTimeEquity	Very High 80%	378	471	$330K
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Mack Investment Securities, Inc.	Typical 43%	282	661	$450K
Mraz and Associates	High 47%	221	473	$1.8M
Triton Wealth Management, PLLC	Low 17%	147	853	$470K
Unison	Very High 60%	57	95	$20M
Keudell Morrison Wealth Management, LLC	Low 23%	178	766	$1M
Optima Capital LLC	Very Low 12%	81	671	$570K
Palisade Investments, LLC	Low 24%	136	578	$570K
Premier Wealth Advisors, LLC	Typical 36%	177	490	$1.3M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
L & S Advisors, Inc	Low 18%	172	981	$920K
Affiance Financial LLC	Typical 30%	358	1,178	$1.2M
Woodward Diversified Capital, LLC	Low 28%	111	396	$900K
3Edge Asset Management, LP	Low 24%	356	1,489	$750K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
The Planning Center, Inc.	Typical 36%	325	895	$1.5M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Aviso Wealth Management	Low 17%	158	913	$640K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Manchester Financial Inc	Typical 32%	322	1,018	$1M
Synergy Financial Partners, LLC	Low 16%	83	511	$570K
Trebuchet Consulting, LLC	High 54%	220	410	$2.6M
TSFG, LLC	Low 24%	315	1,337	$740K
Willow Creek Wealth Management, Inc.	High 55%	561	1,029	$2.1M
Moment Partners, LLC	High 52%	216	412	$2.2M
Teton Wealth Group LLC	Very Low 0%	1	828	$240K
Galvin, Gaustad & Stein, LLC	High 53%	440	831	$1.6M
Catalyst Private Wealth, LLC	Very High 79%	410	521	$710K
WealthPLAN Partners	Low 15%	248	1,677	$640K
Purus Wealth Management, LLC	Low 15%	96	635	$710K
Vantage Wealth Management, LLC	Typical 42%	264	635	$1.8M
TriCord Advisors, Inc.	High 55%	290	530	$770K
Affinity Capital Advisors LLC	Typical 39%	206	531	$1.6M
Apeiron	High 45%	526	1,178	$690K
Sykon Capital LLC	Very High 60%	390	647	$510K
LM Advisors LLC	High 55%	295	540	$4.5M
California Financial Advisors	High 44%	666	1,517	$1.5M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Kerr Wealth Management	Low 24%	131	543	$240K
Lodestar Private Asset Management LLC	High 59%	323	544	$2.4M
Alteri Wealth	Very Low 6%	20	328	$1.7M
Albitz/Miloe and Associates, Inc.	Typical 32%	212	657	$1.2M
Navigation Group LLC	Very High 77%	254	330	$2.8M
SLP Wealth	Very Low 1%	16	1,657	$38K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
LifeSteps Financial	Low 15%	97	669	$640K
Bridgeport Financial Solutions	Low 27%	241	895	$1M
Marquette Wealth Management	High 51%	115	224	$3.5M
Altus Wealth Group, LLC	Low 23%	181	785	$780K
Towerpoint Wealth, LLC	Typical 29%	161	561	$990K
Boltwood Capital Management	Typical 41%	92	225	$2.2M
Spinnaker Investment Group, LLC	Typical 29%	259	902	$1M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
Dedora Capital, Inc.	Low 23%	104	460	$1.2M
TSG Advice Partners, LLC	Low 24%	278	1,152	$740K
Stewart Wealth Management, Inc.	High 58%	201	346	$1.7M
De Groote Financial Group, LLC	Typical 42%	147	347	$2.5M
TriaGen Wealth Management LLC	Typical 31%	107	347	$1.5M
Beese Fulmer Private Wealth Management	Typical 42%	342	810	$2.3M
Roseman Wagner Wealth Management	High 47%	273	580	$2.2M
FINANCIAL FOCUS LLC	High 51%	294	581	$930K
CapWealth Advisors, LLC	Low 26%	366	1,407	$1.4M
Security Capital Management	Low 26%	613	2,357	$570K
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
Barnes Wealth Management Group	Low 15%	124	833	$360K
Westside Investment Management, LLC	High 44%	365	839	$910K
Discipline Wealth Solutions, Inc.	Very Low 13%	246	1,919	$370K
Eclectic Associates, Inc.	Typical 34%	410	1,207	$1.2M
Jackson Square Capital, LLC	Very High 83%	503	605	$880K
Tidemark, LLC	Low 27%	226	849	$530K
United Advisors America	Very Low 2%	57	2,809	$160K
AMI Asset Management Corp	Typical 35%	387	1,113	$1.4M
Rubicon Advisors	Low 22%	300	1,370	$300K
Providence Financial and Insurances, Inc.	Very Low 7%	42	624	$340K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Ttp Investments, Inc.	Typical 41%	155	381	$1.5M
Dew Point Capital	Low 26%	131	509	$910K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Silicon Valley Capital Partners, L.P.	Very High 66%	340	513	$2.4M
Centric Advisors, LLC	Very Low 2%	21	913	$190K
Parkshore Wealth Management	Typical 30%	154	522	$980K
Tru Independence Asset Management, LLC	High 58%	609	1,056	$320K
Measured Risk Portfolios	Low 21%	168	793	$580K
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
American Financial Advisors Inc	High 53%	421	799	$1.6M
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
Talbot Financial, LLC	Very High 93%	250	269	$5M
Creekside Partners	High 54%	147	274	$1.9M
Rothschild Wealth LLC	High 45%	1,614	3,569	$440K
Planned Solutions, Inc.	Low 28%	230	827	$810K
Secura Financial	High 49%	428	673	$260K
Opus Capital Management	Very High 62%	259	415	$2.2M
Evans Capital Management Associates	Typical 31%	130	422	$1.2M
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
LWM Advisory Services, LLC	Low 19%	188	989	$740K
Robertson Investment Management	Very High 67%	767	1,138	$430K
Aljian Capital Management	Typical 36%	154	428	$1.4M
Drucker Wealth	High 46%	333	721	$1.1M
Lighthouse Wealth Strategies, LLC	Low 25%	220	866	$980K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Bridgewealth Advisory Group, LLC	Low 24%	170	723	$950K
Walsh & Associates, LLC	Typical 37%	487	1,307	$620K
Hamilton Wealth, LLC	Typical 40%	179	447	$1.5M
Everest Financial Group	Low 18%	350	1,940	$520K
IFC	Very Low 3%	28	1,048	$150K
TLWM Financial	Low 25%	316	1,249	$470K
Triumph Capital Management	Low 17%	378	2,193	$280K
Plan Financial	Very Low 0%	—	788	$220K
Jeppson Wealth Management, LLC	High 56%	548	975	$750K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
Parker Investment Management, LLC	High 57%	188	331	$2.2M
O'Donnell Financial Services, LLC	Very Low 9%	94	995	$430K
Gainline Financial Partners, LLC	High 58%	581	998	$350K
Cross Financial Advisors	Typical 30%	548	1,831	$260K
Clarity Wealth Advisors	Very High 66%	223	336	$2.1M
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Sage Advisors, LLC	Low 22%	150	675	$770K
Saratoga Research & Investment Management	Low 18%	451	2,554	$750K
Robert L. Bender, Inc. dba Robert Bender & Associates	Very High 65%	220	341	$1.5M
Financial Designs Corporation	Typical 34%	177	515	$990K
American Wealth Management	Low 23%	200	873	$840K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
Scarborough Capital Management	Low 27%	732	2,664	$620K
Nectarine	Low 19%	609	3,210	$0
Sanchez Wealth Management Group, LLC	Typical 32%	172	538	$1M
Gemmer Asset Management LLC	High 44%	559	1,270	$1.8M
West Wealth Group, LLC	Very Low 3%	87	2,736	$220K
Ignite Planners LLC	Very Low 10%	450	4,605	$240K
Capital Planning Advisors LLC	High 54%	199	371	$2.9M
Safeguard Investment Advisory Group, LLC	Low 23%	395	1,726	$400K
Strategic Wealth Partners, Ltd.	Low 28%	1,020	3,646	$420K
Andrews, Lucia Wealth Management LLC	Very High 61%	118	192	$2.8M
KWB Wealth	High 45%	880	1,935	$620K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
The Pacific Center For Financial Services	Typical 42%	331	781	$1.2M
WP Advisors, LLC	High 53%	209	391	$1.5M
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Asset Dedication, LLC	Typical 42%	828	1,986	$1.5M
Newport Wealth Advisors, Inc.	Very Low 5%	60	1,193	$220K
Fermata Advisors	Low 25%	693	2,815	$240K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Riley Friedman Asset Management	High 59%	122	208	$2.7M
Sweeney & Michel, LLC	Low 16%	101	627	$1M
North Star Investment Management Corporation	Low 20%	513	2,536	$770K
Horizon Wealth Management	Typical 32%	412	1,280	$800K
McIlrath & Eck, LLC	Typical 32%	417	1,287	$1.1M
Chatterton & Associates	Low 26%	397	1,542	$860K
Storehouse Financial LLC	Very Low 3%	40	1,330	$180K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Prudent Investors	Low 23%	156	670	$770K
Nelson Securities,Inc.	Very Low 0%	—	2,016	$130K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
First Affirmative Financial Network LLC	High 56%	1,280	2,275	$390K
Schnieders Capital Management, LLC.	Typical 40%	183	459	$2.1M
Channel Wealth, LLC	Typical 43%	842	1,974	$410K
Tamar Securities, LLC	Very Low 5%	199	4,198	$340K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Diligent Investors, LLC	Low 25%	188	761	$670K
BW & Associates, Inc.	Typical 29%	156	529	$1.3M
Copley Financial Group, Inc.	Very Low 0%	9	2,690	$120K
Weaver Consulting Group, LLC	Typical 35%	376	1,085	$920K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
FREC	Very Low 5%	87	1,789	$300K
Capital Investment Counsel Inc	Typical 37%	457	1,221	$750K
ACT TWO INVESTORS LLC	Very High 85%	260	306	$2.1M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Portfolio Design Labs, LLC	Low 28%	97	346	$1.6M
Cardiff Park Advisors	Very High 100%	358	358	$8.2M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
Kozak & Tripp Private Asset Management, Inc.	Low 20%	153	775	$1M
Wilsey Asset Management Incorporated	Low 18%	156	844	$810K
Rudney Associates	High 56%	250	450	$2M
Granite Investment Partners, LLC	High 58%	266	462	$2.2M
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Axos Invest, Inc	Very Low 0%	—	6,792	$22K
NBC Capital Advisors	Typical 41%	900	2,183	$330K
Hoey Investments, Inc.	Typical 31%	185	589	$1.3M
Talon LLC	Very Low 5%	98	1,921	$550K
JDL Advisers	Low 18%	1,376	7,691	$250K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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