HNW client percentage for Team firms serving clients in Florida

Team firms active in Florida 914 firms

Very Low 2%-10%

Low 10%-21%

Typical 21%-37%

High 37%-55%

Very High 55%-88%

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

Median: 29%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Cohen Capital	—	980	1,457	—
Dawson James Asset Management, Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—
Algorithmic Investment Models	Typical 25%	2	8	$450K
D'Arcangelo Financial Advisors, LLC	Very Low 0%	—	15	—
Latin Securities Inc.	High 52%	12	23	$1.5M
Ceeto Capital Group, LLC	Very High 100%	16	16	$25M
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
Total Alignment Wealth Advisors, LLC	Very High 100%	28	28	—
Precise Investment Management, Inc.	Very High 68%	27	40	$4.7M
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Partners Capital, LLC	Typical 36%	15	42	$710K
Trident Advisors LLC	Very Low 0%	—	41	$300K
US Capital Global Wealth Management, LLC	Very Low 6%	3	50	$490K
Atlas	Low 15%	7	47	$3.2M
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Uyana Partners LLC	High 48%	33	69	$1.2M
Aston Capital Management	Very High 100%	31	31	$11M
Fairport Advisors, Inc.	Low 11%	7	62	$880K
Foundation Wealth & Tax Advisors, LLC	Typical 35%	33	93	$730K
Q3 Advisors, LLC	Very Low 0%	—	224	—
Sierra Capital LLC	Very High 100%	76	76	$20M
Aimcdonnaugh & Co. Inc.	Low 18%	10	55	$110K
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Downtown Wealth Studios, LLC	Very High 80%	36	45	$12M
Sagace Wealth Management	Very High 59%	47	79	$2M
401k Generation	Very Low 7%	5	68	$1.8M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Bulltick Wealth Management, LLC	Very High 71%	198	280	$5.6M
Valley FInancial Management, Inc.	Very Low 3%	4	124	$3.8K
Barrett Capital Management,LLC	Very High 55%	35	64	$740K
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
57 West Capital Advisors, Inc.	Low 14%	11	78	$390K
EPI Financial Group	Very Low 0%	—	65	$130K
Tiempo Capital Partners	Very High 100%	65	65	$14M
Avestar Capital, LLC	Very High 84%	142	170	$12M
ACP Capital Management, LLC	Very High 100%	118	118	$1.9M
Bigsur Partners, LLC	Very High 100%	79	79	$16M
Najarian Family Office, LLC	High 38%	25	66	$1.1M
Financial Transparency	Typical 23%	53	227	$1.3M
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
AtCap Partners, LLC	Very High 56%	192	342	$490K
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
The Mosaic Financial Group, LLC	Very High 100%	130	130	$7.2M
American Elite Advisory	Very Low 0%	—	73	$270K
Blue Jasper Capital LLC	Very Low 7%	5	73	$270K
Neptune Wealth	Typical 25%	18	73	$480K
Mora Capital Management, LLC	High 40%	170	429	$2.9M
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
ActiTrust Wealth Management LLC	Typical 25%	22	89	$680K
CSP Financial Group LLC	Low 10%	30	312	$380K
Dudley & Shanley, Inc.	Very High 100%	45	45	$9.4M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Augustine Asset Management Inc	Very High 100%	61	61	$11M
Coordinated Capital Securities, Inc.	Low 17%	43	248	$640K
Fidelis Capital	Very High 80%	175	218	$8.7M
MMA Asset Management LLC	High 52%	148	282	$1.2M
Searle & Co.	Very High 94%	119	126	$5M
Persium Advisors, LLC	High 49%	77	158	$2.5M
PCM Encore, LLC	High 52%	66	127	$13M
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
Manchester Capital Management LLC	Very High 73%	153	211	$11M
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	Typical 34%	114	331	$310K
Laidlaw Wealth Management LLC	Typical 27%	27	100	$960K
Canton Hathaway LLC	Very High 80%	67	84	$7.3M
Seabridge Investment Advisors LLC	Very High 66%	123	185	$2.7M
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Blacktower Financial Management (US) LLC	Very Low 7%	32	479	$530K
QM Advisors LLC	High 41%	63	154	$700K
Palisades Hudson Asset Management, L.P.	Very High 70%	96	138	$8.8M
Empirikal Partners LLC	Very High 75%	132	175	$500K
McNally Financial Services Corporation	Very Low 9%	12	140	$190K
Moment Private Wealth	Very High 62%	65	105	$3.4M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Exeter Financial, LLC	Very High 55%	48	88	$4.7M
Hebert Advisory Services Inc	Typical 23%	20	88	$820K
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
Princeton Global Asset Management LLC	High 47%	166	356	$2.5M
Naples Global Advisors	Very High 88%	252	286	$6.8M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Expressive Wealth LLC	Typical 22%	36	165	$1M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Provenio Capital	Very High 100%	94	94	$13M
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
American Northwest Advisory Services L.L.C.	High 38%	36	95	$430K
Tillman Hartley LLC	Very High 81%	46	57	$11M
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Mellig Group, LLC	Typical 31%	30	97	$1M
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
MMBG Investment Advisors Co.	Very High 99%	136	137	$22M
LRI Investments	High 45%	213	477	$4M
Star Wealth Advisors	Very Low 3%	4	159	$280K
KFG, LLC	High 54%	54	100	$1.8M
Miura Investment Advisors, Inc	Very High 58%	105	181	$2.1M
Blue Line Capital	Low 20%	24	121	$860K
Brainvest Wealth Management LLC	Very High 100%	101	101	$2.9M
Abacus Planning Group, Inc.	Very High 83%	255	307	$6.5M
Noble Family Wealth	High 54%	67	124	$4.3M
Navis Wealth Advisors LLC	Very High 74%	93	126	$7.2M
Your Choice Financial LLC	Low 12%	15	126	$310K
Forefront	Low 18%	104	572	$420K
freeGulliver, LLC	High 51%	87	170	$3.1M
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Naviter Wealth, LLC	Very High 77%	233	303	$5M
55 North Private Wealth	Very High 67%	102	152	$3.6M
Fruitful	Very Low 0%	1	351	$72K
Black Coral Financial Advisors, LLC	Very High 100%	88	88	$5.7M
11 Financial	Low 10%	13	133	$250K
Brand Asset Management Group, Inc.	Typical 25%	89	355	$3.2M
Maytech Global Investments	Very High 86%	95	111	$4.8M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Angeles Wealth Management, LLC	Very High 100%	203	203	$12M
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Solyco Wealth LLC	Typical 21%	33	158	$740K
F&V Capital Management, L.L.C.	Very High 89%	100	113	$4M
MDRN Capital	Very High 75%	425	569	$600K
Global Strategic NextGen OCIO	Very High 81%	92	114	$10M
The Coury Firm	Very High 57%	117	206	$3.5M
Fiduciary Family Office, LLC	Very High 100%	46	46	$16M
Storge	Very High 100%	69	69	$13M
Lumiere Financial	Low 16%	18	116	$710K
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Capital City Asset Management Group, LLC	Typical 22%	58	258	$300K
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
Wealthharbor Capital Group, LLC	Typical 31%	59	188	$730K
Amuni Financial, Inc.	Typical 21%	60	283	$680K
TLW Wealth Management, LLC	Typical 29%	34	118	$1.5M
Ash Matson Wealth Partners, Inc.	Very Low 0%	—	142	—
ELCO Management Company, LLC	Very High 58%	84	144	$1.5M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
camarda wealth advisory group	Typical 33%	88	266	$930K
Class VI Family Office, LLC	Very High 76%	148	195	$7.6M
Salvus Wealth Management, LLC	Very High 64%	125	195	$1.6M
Interchange Capital Partners	High 44%	86	196	$3.3M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
Financial Independence Advisors, LLC	Low 19%	28	148	$900K
SimplyRIA Advisor Network	Very Low 8%	46	602	$350K
Saling Wealth Advisors	High 52%	119	227	$2.6M
WJL Financial Advisors	Very Low 0%	—	152	—
CapSouth Wealth Management	High 37%	121	330	$1.3M
Firstrust	Very High 92%	117	127	$1.9M
Epic Advisory Services Corp	Typical 21%	37	178	$750K
Sharp Financial	High 38%	68	178	$2.6M
Napier Financial	High 52%	107	205	$2.5M
Sunpointe Investments	Very High 55%	169	309	$2.5M
Access Wealth	Typical 33%	121	363	$1.4M
Cloud Capital Management	High 50%	65	130	$2.3M
Global Investment Advisory	Low 12%	21	182	$390K
OneAscent Family Offices	High 45%	35	78	$3.2M
WMS Advisors, LLC	High 42%	55	131	$2.1M
Overbrook Management Corporation	Very High 100%	105	105	$5.6M
Feltl Advisors	Very Low 0%	—	395	$390K
LotusGroup Advisors	High 38%	71	186	$1.5M
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
1 St Discount Brokerage, Inc.	High 38%	83	216	$590K
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
Mha Financial Corp	Very High 57%	77	135	$720K
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
Compound Family Offices, LLC	High 50%	68	136	$3.9M
Global Trust	High 39%	85	218	$1.4M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Proverbi Capital Advisors, LLC	Very Low 0%	—	110	$130K
Boyd Wealth Management, LLC	Very High 63%	87	138	$2.4M
Oxler Private Wealth	High 41%	46	111	$4.8M
Anchor Capital Advisors LLC	Very High 63%	299	474	$2.4M
Global Financial Private Client	Very High 68%	95	140	$5.7M
Trust Advisory Group Ltd	Low 12%	70	562	$560K
Naples Wealth Planning	Low 20%	44	225	$1M
Arcadia Investment Management Corp	Very High 72%	61	85	$7.6M
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Dale K. Ehrhart, Inc.	Very High 81%	92	114	$4.4M
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Madison Global Advisors LLC	Low 11%	25	229	$290K
Financial Advisory Corporation	High 52%	133	258	$2.3M
Quartz Partners Investment Management	Low 10%	67	688	$520K
Innovative Asset Advisors Group	Low 17%	64	373	$800K
Indivisible Partners	Very High 58%	268	460	$3M
Coats Financial Planning	Very High 83%	120	144	$0
Portfolio Resources Advisor Group, Inc.	Very Low 3%	11	318	$320K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Wellington Shields & Co., LLC	Typical 28%	164	580	$860K
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
Green Ocean Global Advisors LLC	High 38%	56	147	$780K
Powell Investment Advisors, LLC	Very High 100%	59	59	$9.9M
Blue Ocean Capital	Very High 57%	84	148	$3.7M
Haven Private	High 50%	90	179	$2.3M
Intellectus Partners, LLC	Very High 100%	179	179	$8.4M
Activ8 Family Office LLC	High 50%	148	299	$5.1M
Belleair Wealth Management, LLC	Low 17%	25	150	$740K
Mowery & Schoenfeld Wealth Management, LLC	Very High 77%	138	180	$2.9M
Colliers Securities LLC	Very Low 9%	76	811	$340K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Foundry Financial LLC	High 44%	81	184	$1.3M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Dream Capital Advisors, LLC	Very High 100%	31	31	$22M
SlateStone Wealth LLC	Very High 55%	305	558	$2.6M
Stark Financial Advisers, Inc.	Low 10%	18	186	$510K
Saltmarsh Financial Advisors, LLC	High 39%	86	219	$1.6M
Riverplace Capital Management Inc	Typical 31%	48	157	$1.5M
Private Client Advisor Group, LLC	Typical 27%	52	190	$580K
Stirlingshire Investments	Very High 75%	570	760	$240K
Craft Wealth Services	Low 15%	34	222	$530K
Arena Private Wealth	Very High 71%	158	223	$1.5M
One Wealth Map, LLC	Typical 31%	70	223	$1.3M
Fortress Wealth Planning	High 50%	80	161	$4.9M
Bay Capital Advisors, LLC	High 41%	80	194	$1.1M
Omnia Family Wealth, LLC	Very High 57%	92	162	$5M
Sensible Money, LLC	Very High 68%	220	324	$2.3M
Destiny Capital Corporation	Typical 35%	92	260	$1.5M
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
St. Clair Advisors, LLC	Very High 68%	88	130	$8.1M
Equitycompass Investment Management, LLC	Very Low 8%	13	163	$1.4M
Orca Investment Management, LLC	Low 11%	38	359	$570K
Night Owl Capital Management, LLC	Very High 73%	143	196	$3.8M
WhaleRock Point Partners, LLC	Very High 57%	75	131	$5M
QTR Family Wealth, LLC	Very High 73%	144	197	$3.8M
Worth Asset Management	Typical 25%	82	329	$880K
Innovative Advisory Group	Very Low 9%	28	298	$640K
Bull Market Investment Management, Inc.	Very Low 0%	—	199	$110K
Harmony Asset Management LLC	High 50%	133	266	$1.4M
Alhambra Investment Management LLC	High 38%	77	202	$1.5M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
TIP Group LLC	Very Low 3%	11	372	$160K
Wealth Science Advisors LLC	High 51%	138	273	$2M
MAXIMAI Investment Partners, LLC	Very High 93%	159	171	$4.1M
HC Advisors LLC	High 50%	102	206	$2.3M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Capital Management Services, Inc.	Low 11%	27	242	$600K
Analog Capital Partners LLC	Low 12%	21	173	$540K
HDQ Wealth	Low 12%	21	173	$230K
Riskbridge Advisors, LLC	Typical 21%	59	277	$1.6M
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Plum Street Advisors, LLC	High 37%	65	175	$2.4M
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Carmel Capital Partners, LLC	High 38%	94	247	$1.5M
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
Keenan Financial	Very Low 6%	43	751	$270K
Meira Wealth	High 51%	91	179	$1.7M
MPWM Advisory Solutions LLC	Low 13%	76	573	$540K
Veracity Capital LLC	Very High 61%	219	359	$2.2M
RTD Financial Advisors Inc	Very High 69%	494	719	$2.5M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
Koss-Olinger Consulting, LLC.	Very High 58%	378	650	$3.2M
Imperity Wealth Alliance LLC	Very Low 7%	24	363	$370K
Rose Capital Advisors, LLC	Very High 64%	232	363	$1.7M
Econologics Financial Advisors	High 54%	157	291	$570K
FFT Wealth Management	Very High 100%	73	73	$32M
Cardea Capital Advisors, LLC	Low 10%	25	256	$480K
Cherry Tree Wealth Management, LLC	Very Low 9%	27	293	$2.2M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Wellment Financial	Low 19%	76	405	$770K
Kaufman Rossin Wealth, LLC	High 44%	98	221	$2M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
Richardson Capital Management, LLC	Very High 59%	153	261	$2.2M
Financial Rounds	Typical 30%	57	188	$1.1M
Strategic Portfolio Solutions, LLC	Typical 29%	55	188	$720K
Bearing Point Capital	High 41%	95	229	$4.8M
Intelligence Driven Advisers, LLC	Very High 65%	421	649	$1.3M
Asset Strategies, Inc	Very Low 0%	—	191	$310K
Verity Investment Partners	Very High 58%	264	459	$2.8M
Wallington Asset Management	Very High 64%	197	306	$3.7M
Alpha Zero LLC	Typical 21%	87	421	$610K
Nova Wealth Management, Inc.	Typical 24%	65	268	$920K
Avalon Wealth Advisory, Inc.	Very Low 0%	—	230	—
Catalyst Financial Partners	Very High 100%	347	347	$4.6M
Merit Financial Partners LLC	High 52%	100	193	$1.6M
Severin Investments LLC	Typical 22%	52	233	$600K
Greenline Wealth Management	Low 15%	35	234	$410K
Quantum Financial Services Inc.	Very High 100%	78	78	$9.4M
Financial Consultants Group Inc	Typical 27%	64	235	$790K
Valor Investments and Planning LLC	Very Low 6%	13	235	$380K
Ellevest	Very High 79%	371	471	$2.3M
Andbanc Advisory LLC	Very High 80%	377	472	$1.7M
Curio Wealth, LLC	Low 14%	50	354	$1.3M
Marotta Wealth Management, Inc.	High 52%	185	354	$1.9M
GFG Solutions	Very High 100%	315	315	$970K
DST Wealth Management LLC	Typical 25%	49	197	$2.7M
Fogel Capital Management Inc	High 45%	108	238	$1.7M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Leigh Baldwin & Co., LLC	Low 10%	68	676	$390K
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
Paradigm Wealth Advisory LLC	Typical 23%	65	280	$710K
Parkside Investments, LLC	Very High 75%	149	200	$4.6M
Pennsylvania Capital Management Inc.	Very High 55%	109	200	$4.1M
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Bts Asset Management, Inc.	Very Low 0%	2	443	$180K
Castle Wealth Management	High 42%	101	242	$1.7M
Inlet Private Wealth, LLC	Very High 74%	89	121	$4.9M
Activest Wealth Management, LLC	Very High 57%	301	530	$2.8M
Kingsbury Capital Investment Advisors LLC	Typical 24%	60	245	$630K
Charter Advisory Corporation	Typical 35%	203	575	$470K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Union Capital Company	Very Low 6%	26	414	$360K
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Tobias Financial Advisors	Very High 62%	232	374	$2.9M
J.V.B. Investment Company	Very Low 9%	18	208	$760K
Bayshore Wealth Advisors	Very High 75%	94	125	$5.7M
Smith Bruer	Typical 24%	61	250	$690K
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
JNBA Financial Advisors, LLC	High 47%	514	1,105	$1.8M
High Probability Advisors, LLC	High 44%	152	344	$2.6M
John G. Ullman & Associates, Inc	Typical 33%	324	992	$1.5M
Vizcaya Capital, LLC	Very High 100%	345	345	$1.8M
GPM Growth Investors, Inc.	Typical 30%	66	217	$1.3M
The Gleason Group, Inc.	High 52%	136	262	$6M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Coyle	High 53%	234	438	$2.4M
Blackhawk Capital Partners, LLC	High 53%	162	307	$1.3M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
American Capital Management, Inc.	Low 13%	58	440	$220K
BSG Advisers	Typical 24%	63	264	$500K
S.E.E.D. Planning Group, LLC	Typical 24%	182	748	$740K
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
L&S Investment Advisors, LLC	High 44%	139	315	$300K
True Wealth Design, LLC	High 45%	162	360	$1.3M
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Wealth with No Regrets®	High 43%	97	226	$840K
The Wealth Boutique	Very Low 9%	27	317	$380K
Horizon Investment Services, LLC.	Typical 21%	67	318	$1M
Castleview Partners, LLC	Low 14%	80	592	$570K
Wheelhouse Advisory Group, LLC	Typical 22%	121	548	$710K
Financial Harvest Wealth Advisors	High 53%	169	320	$1.7M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
R & R Financial Planners, Inc.	High 42%	98	232	$260K
Brasil Plural Investment Advisor LLC	Very Low 5%	20	373	$260K
Asio Capital, LLC	High 45%	126	280	$2.5M
Corrales & Co.	Low 20%	57	280	$580K
Landmark Wealth Management, LLC	High 49%	138	280	$1.5M
Treasure Coast Financial Planning, Inc.	Typical 35%	82	234	$990K
Amerant investments, Inc.	Low 15%	143	984	$410K
Total Clarity Wealth Management, Inc	Typical 25%	254	1,032	$730K
Bastion Fiduciary	Very Low 0%	—	235	$390K
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Ferguson Shapiro LLC	High 42%	139	332	$1.2M
Visionary Horizons, LLC	Low 15%	98	666	$550K
Azzendo Wealth Advisors	Typical 32%	77	238	$1.2M
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Regency Wealth Management	Very High 64%	184	287	$2M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Keyes, Stange & Wooten Wealth Management, LLC	Typical 28%	109	383	$910K
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Allegiance Financial Advisors, Inc.	Typical 29%	97	336	$520K
Private Capital Management	Very High 70%	302	432	$2.2M
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Wright Wealth LLC	Low 20%	48	240	$780K
Elser Financial Planning, Inc.	Very High 73%	420	578	$3.5M
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
Future Capital Management Inc.	Very Low 8%	26	338	$210K
Armstrong Dixon	High 54%	158	290	$1.5M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Corda Investment Management, LLC	High 42%	565	1,359	$1.5M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
WealthTrust Asset Management, LLC	Typical 25%	61	243	$850K
Fort Sheridan Advisors LLC	High 44%	171	389	$2.5M
Greenup Wealth	Typical 30%	290	973	$920K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Midwest Financial Partners	Very High 74%	326	438	$3.4M
Barry Investment Advisors, LLC	High 47%	182	391	$2.1M
Trubee Wealth Advisors, Inc.	Typical 24%	166	686	$1.2M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
Soulence Wealth Management	Very Low 5%	20	393	$240K
Trivium Point Advisory, LLC	High 41%	319	786	$1.8M
Cross State Financial Group LLC	Low 13%	50	395	$440K
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Millstone Financial Group	Typical 23%	67	297	$350K
AIS Planning	Typical 35%	176	496	$1M
Parsons Capital Management Inc	Very High 55%	381	695	$3.1M
Berman McAleer	Very High 59%	382	646	$2.7M
Amerity Wealth Management, LLC	Low 18%	138	748	$450K
Beck Capital Management LLC	High 43%	193	449	$1.2M
Blue Chip Partners, LLC	High 52%	522	1,001	$1.9M
Marquis Wealth Management Group	Typical 34%	103	301	$1.5M
The Institute	Typical 24%	191	803	$1.7M
One + One Wealth Management, LLC	High 42%	106	251	$1.5M
Client 1st Advisory Group	Typical 33%	115	353	$1.4M
Peak Financial Management Inc	High 46%	161	353	$1.5M
James Investment Research Inc	Typical 27%	109	404	$1.4M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Strategic Financial Services	High 41%	501	1,216	$1.6M
Hudson Value Partners, LLC	Very High 59%	119	203	$3.3M
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Precision Financial Services	Typical 22%	111	509	$810K
PlanVest Financial, Inc.	Typical 27%	83	307	$570K
Tilson Financial Group Inc	High 44%	180	410	$1.6M
Mckinley Carter Wealth Services, Inc.	High 54%	659	1,231	$1.8M
Lountzis Asset Management, LLC	Very High 64%	99	154	$3.9M
MBIA Capital Advisors	Typical 32%	81	257	$1.1M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Topsail Wealth Management LLC	Very High 62%	127	206	$6.1M
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
Benchmark Financial Wealth Advisors LLC	Typical 30%	110	361	$2.1M
Birchbrook	High 37%	114	310	$910K
Coyle Capital, LLC	Very High 60%	186	310	$3M
Noesis Capital Management Corp	High 50%	181	362	$2.1M
Harvest investment Services, LLC	Low 12%	184	1,500	$410K
Hudson Advisor Services, Inc.	High 54%	139	259	$1.2M
Dara Capital US, Inc.	Very High 92%	48	52	$8M
Bellwether Investment Group, LLC	Low 13%	42	313	$490K
Canopy 360 Wealth, LLC	High 43%	134	313	$1.1M
Invariant Investment Management	Low 14%	45	313	$550K
Livelife Capital Partners LLC	Typical 34%	89	261	$1.4M
Thrive Capital Management, LLC	Typical 25%	199	783	$830K
Cahaba Wealth Management, Inc.	High 49%	437	888	$2.2M
Verisail Partners, LLC	Very Low 0%	—	262	$1.1M
Holland Advisory Services, Inc.	Low 14%	74	526	$580K
Walser Wealth Management Company, A Limited Liability Company	Low 13%	88	685	$500K
Baldwin Wealth Partners, LLC	High 50%	366	738	$2.9M
Keystone Private Wealth	High 46%	246	531	$1.4M
Aviance Capital Partners LLC	Very High 56%	210	372	$3M
NobleBridge Wealth	Low 15%	57	372	$580K
Wealthbuilders Investments	Typical 29%	77	267	$580K
Post Oak Private Wealth Advisors	Typical 24%	89	376	$1M
Covington Investment Advisors, Inc.	Typical 34%	74	215	$2.9M
BOS Asset Management, LLC	Typical 23%	125	538	$770K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Harvey Capital Management Inc	Very High 62%	100	162	$3.3M
Northern Financial Advisors, Inc.	Very High 58%	188	324	$2.1M
Element Wealth, LLC	Low 19%	122	652	$820K
Continuum Wealth Advisors, LLC	Typical 32%	104	328	$1M
Formidable Asset management, LLC	Typical 23%	203	877	$980K
AMB Wealth, LLC	Low 20%	175	878	$1M
CPC Advisors, LLC	Low 11%	105	934	$1.6M
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
WestPoint Wealth Management, LLC	Very Low 6%	31	495	$210K
Lewis Asset Management	High 39%	109	276	$1.4M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
Washington Trust Advisors	High 51%	400	781	$2.6M
Fiori Financial Group	High 46%	102	224	$2.4M
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Atticus Wealth Management	High 37%	147	393	$1.3M
Sikich Financial	Low 18%	205	1,124	$990K

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