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
Xendia Wealth LLC	Very Low 0%	—	4,727	$78K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Retirement Management Systems	Low 18%	553	3,032	$620K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
McGowan Group Asset Management, Inc.	Typical 23%	1,112	4,754	$220K
Talon LLC	Very Low 5%	98	1,921	$550K
Jazz Wealth Managers, Inc.	Very Low 1%	37	3,182	$150K
Absolute Capital Management, LLC	Very Low 7%	113	1,663	$220K
NBC Capital Advisors	High 41%	900	2,183	$330K
Mariner	Very Low 1%	46	3,537	$780K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Miller Tabak Asset Management	Very Low 0%	—	936	$1.3M
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Ciccarelli Advisory Services Inc	Low 15%	546	3,553	$450K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Aspire Growth Partners LLC	Typical 34%	320	939	$1.2M
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
Financial Management Strategies, Inc.	Typical 32%	588	1,852	$330K
Investment Advisory Group LLC	Low 18%	275	1,542	$790K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
Glen Eagle Advisors, LLC	Low 10%	335	3,361	$300K
Guerra Wealth Advisors	Low 17%	507	2,951	$130K
Lineweaver Wealth Advisors	Very Low 8%	176	2,096	$450K
Parady Wealth Management	Very Low 1%	12	1,261	$110K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
CovingtonAlsina	Very Low 7%	90	1,236	$230K
Stonecrop Wealth Advisors, LLC	High 39%	464	1,185	$200K
Kelly Financial Services LLC	Low 15%	205	1,401	$450K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Nelson Securities,Inc.	Very Low 0%	—	2,016	$130K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Storehouse Financial LLC	Very Low 3%	40	1,330	$180K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Key Client Fiduciary Advisors, LLC	Very Low 9%	198	2,195	$330K
Coquina Private Wealth Advisors	High 44%	651	1,488	$270K
Materetsky Financial Group	High 40%	328	818	$870K
Jacksonville Wealth Management	High 51%	517	1,020	$520K
Cedar Cove Wealth Partners	High 43%	881	2,036	$220K
Harvest Investment Consultants LLC	Typical 24%	247	1,015	$510K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Aragon Capital LLC	Very Low 6%	70	1,187	$280K
Clarity Financial Advisors LLC	Very Low 2%	21	985	$150K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Essential Planning, LLC	Typical 28%	163	573	$920K
Reagan Companies Asset Management, Inc	High 37%	285	764	$1.2M
Sanchez Wealth Management Group, LLC	Typical 32%	172	538	$1M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
CPS Investment Advisors	Typical 21%	647	3,107	$760K
Saratoga Research & Investment Management	Low 18%	451	2,554	$750K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
LVM Capital Management Ltd	Very High 100%	1,341	1,341	$880K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Gainline Financial Partners, LLC	Very High 58%	581	998	$350K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Rogan & Associates	Low 20%	290	1,481	$480K
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
Drawbridge Capital	High 37%	359	972	$230K
Weitzel Financial Services, Inc.	Typical 27%	303	1,134	$290K
Byrne Financial Freedom, LLC	High 40%	378	956	$560K
Vision Retirement	High 41%	451	1,106	$560K
Sandhill Investment Management	Low 18%	374	2,044	$1M
TLWM Financial	Typical 25%	316	1,249	$470K
IAG Wealth Partners, LLC	Typical 23%	547	2,339	$790K
PSI Advisors, LLC	Typical 33%	563	1,704	$440K
Lord and Richards	Very Low 7%	87	1,228	$100K
Griffin Asset Management, LLC	Very High 100%	612	612	$1.1M
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
Hendricks Wealth and Estate Management	Low 18%	161	913	$580K
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Total Investment Management, Inc.	Typical 34%	406	1,184	$1.1M
Compass Financial Advisory Services, LLC	Typical 35%	362	1,031	$510K
Keystone Financial Services, LLC	Very Low 3%	30	1,028	$220K
Stonebrook Private LLC	High 45%	263	582	$1.5M
Synergy Investment Management LLC	Typical 32%	784	2,469	$270K
Walsh & Associates, LLC	High 37%	487	1,307	$620K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Acorn Financial Advisory Services, Inc.	Typical 21%	551	2,584	$460K
J.W. Burns & Company, Inc.	High 47%	267	572	$1.5M
Advantage Wealth Partners	Typical 35%	197	570	$1.1M
Schorn Wealth	Low 14%	98	712	$520K
Professional Planning Group	Typical 30%	378	1,281	$1M
MEDIQUS Asset Advisors, Inc.	High 42%	302	711	$1.4M
LWM Advisory Services, LLC	Low 19%	188	989	$740K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
W.A. Smith Financial Group	Low 20%	336	1,665	$700K
Opus Capital Management	Very High 62%	259	415	$2.2M
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
J. L. Bainbridge & Co., Inc.	High 42%	350	828	$1.6M
Rezny Wealth Management, Inc.	Very High 73%	200	275	$1.8M
Ballast Advisors, LLC	Typical 21%	169	814	$810K
Howe and Rusling, Inc.	Very High 56%	608	1,081	$2.1M
Summit Investment Advisory Services	Typical 30%	320	1,075	$690K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
SWAN Capital	Low 11%	74	667	$480K
American Financial Advisors Inc	High 53%	421	799	$1.6M
Richmond Brothers, Inc.	Low 15%	99	665	$350K
E. S. Barr & Company	Very High 68%	270	398	$4.7M
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
Lighthouse Financial	Typical 36%	48	132	$5.6M
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Alongside, LLC	Very Low 9%	191	2,103	$410K
Siler Wealth Management	Very Low 8%	54	655	$280K
RWM Capital, LLC	Low 13%	192	1,437	$150K
FRA Wealth Management LLC	Very Low 1%	8	910	$120K
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
Jackson Wealth Management, LLC	Typical 31%	278	900	$1.2M
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Redwood Financial Network	High 38%	387	1,012	$260K
Paulson Wealth Management Inc.	High 41%	156	379	$1.5M
Slagle Financial, LLC	Very Low 3%	49	1,510	$270K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Global Wealth Management Investment Advisory, Inc.	Very Low 9%	154	1,626	$430K
Alexander Investment Services Co.	Low 10%	123	1,240	$390K
Liberty Square Wealth Partners LLC	Typical 23%	145	620	$910K
Providence Wealth Advisors, LLC	Very Low 0%	—	617	$1M
United Advisors America	Very Low 2%	57	2,809	$160K
Maceratio LLC	Very High 100%	243	243	$2.3M
PW Nova Financial Services LLC	Low 19%	140	721	$870K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Suncoast Equity Management, LLC	Low 20%	168	838	$1.4M
Kerberrose Wealth Management, LLC	Very Low 9%	140	1,554	$380K
Caliber Wealth Management, LLC	Typical 30%	506	1,668	$1.1M
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Security Capital Management	Typical 26%	613	2,357	$570K
OxenFree Financial	Low 11%	99	941	$260K
CapWealth Advisors, LLC	Typical 26%	366	1,407	$1.4M
Cornerstone Financial Group	Low 10%	56	579	$380K
Beese Fulmer Private Wealth Management	High 42%	342	810	$2.3M
EPG Wealth Management LLC	High 49%	570	1,156	$460K
WNY Asset Management, LLC	Low 12%	383	3,234	$530K
OneAscent Wealth Management	Low 14%	126	916	$500K
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
WealthBridge Capital Management, LLC	Typical 32%	148	457	$1.6M
Compass Capital Corporation	Low 10%	136	1,367	$480K
Instrumental Wealth, LLC	Low 20%	116	568	$870K
RBF Wealth Advisors	Typical 22%	273	1,244	$540K
MinichMacgregor Wealth Management, LLC	Typical 21%	193	904	$730K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Marquette Wealth Management	High 51%	115	224	$3.5M
Bridgeport Financial Solutions	Typical 27%	241	895	$1M
Markowski Investments	Low 10%	119	1,227	$370K
Meld Financial, Inc.	Typical 26%	287	1,114	$660K
Intellus Advisors, LLC	Low 16%	157	1,002	$1.3M
Flaharty Asset Management, LLC	High 50%	556	1,104	$790K
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
White Oaks Wealth Advisors, Inc.	Very High 78%	171	219	$2.8M
IBEX Wealth Advisors, LLC	High 46%	400	869	$1.4M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Sykon Capital LLC	Very High 60%	390	647	$510K
Fourthought Financial Partners, LLC.	High 41%	401	970	$1.8M
Chicago Investment Advisory Group	Very Low 7%	54	751	$350K
Payne Capital Management, LLC	Typical 36%	349	964	$1.3M
Dumont & Blake Investment Advisors LLC	High 48%	205	428	$1.3M
Sollinda Capital Management LLC	Very Low 9%	149	1,710	$290K
WMG Financial Advisors, LLC	Very Low 7%	104	1,589	$290K
Cozad Asset Management Inc	High 44%	935	2,116	$1.2M
Fitzwilliams Wealth Management Inc.	Low 13%	82	634	$190K
Torray Investment Partners LLC	Low 12%	63	526	$700K
Wealthspan Partners, LLC	High 42%	219	526	$860K
CarsonAllaria Wealth Management, LTD.	Typical 27%	170	631	$900K
WealthPLAN Partners	Low 15%	248	1,677	$640K
WealthKare.com, Inc.	Typical 32%	234	733	$170K
Clearview Financial Partners	Very High 56%	349	627	$1.5M
One Day In July LLC	Typical 28%	379	1,351	$980K
Mitchell, Mcleod, Pugh & Williams, Inc.	High 42%	397	935	$1.9M
Lifespan Financial Strategies, Inc.	Low 19%	99	515	$690K
Inspirion Wealth Advisors, LLC	High 47%	428	920	$1.5M
Synergy Financial Partners, LLC	Low 16%	83	511	$570K
Manchester Financial Inc	Typical 32%	322	1,018	$1M
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Aviso Wealth Management	Low 17%	158	913	$640K
IMG Wealth Management, Inc.	Very Low 4%	29	710	$300K
Pinnacle Wealth Advisors	Very Low 9%	74	810	$580K
Simplified Wealth Management	Low 13%	91	707	$310K
Graham Capital Wealth Management, LLC	Very Low 9%	62	705	$350K
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Disciplined Equity Management, Inc.	Very High 55%	110	201	$2.5M
Landaas & Company	Typical 34%	617	1,800	$1.1M
Pearson Financial Services	Very Low 0%	—	500	—
Revere Asset	Typical 21%	105	500	$820K
Snyder Wealth Group	Very Low 9%	55	599	$620K
Altrius Capital Management, Inc.	High 50%	249	499	$1.4M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Young Richard C & Co Ltd	Very High 63%	505	798	$2.2M
Lake Street	High 49%	294	598	$1.7M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Heritage Investment Group, Inc.	High 50%	444	894	$2.4M
3Edge Asset Management, LP	Typical 24%	356	1,489	$750K
Great Oak Capital Partners, LLC	Typical 24%	144	591	$790K
VIMA, LLC	Very Low 3%	39	1,182	$190K
HHM Wealth Advisors, LLC	Typical 30%	352	1,180	$1.2M
Madison Advisory Services, Inc.	Low 19%	203	1,080	$470K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Prostatis Financial Advisors Group	Very Low 8%	131	1,568	$390K
Axis Wealth Partners, LLC	Low 13%	98	781	$480K
DiNuzzo Private Wealth, Inc.	High 44%	339	779	$1.5M
JLB & Associates Inc	Very High 56%	164	291	$3.1M
Navista Wealth Management, Inc.	High 51%	196	385	$1.7M
Shoker Investments	Very High 55%	105	192	$2.6M
Christian Financial Advisors	Low 18%	86	479	$460K
Mag Cap	Low 16%	236	1,437	$650K
Base Wealth Management	Very Low 3%	26	861	$380K
Lantz Financial LLC	High 38%	255	669	$1.5M
Evergreen Wealth	Typical 24%	139	573	$1.1M
Pettinga Financial Advisors, LLC	High 38%	257	668	$1.6M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
The Wealth Alliance, LLC	High 39%	443	1,144	$1.7M
Cortland Associates Inc	Very High 57%	217	380	$2.4M
Waller Financial Planning Group, Inc.	High 43%	243	570	$1.3M
Integrated Financial Strategies, LLC	Typical 32%	152	474	$680K
ForthRight Wealth Management, LLC	High 47%	266	567	$1.3M
Horizon Wealth Advisors	Low 13%	71	567	$400K
Mack Investment Securities, Inc.	High 43%	282	661	$450K
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Cyr Financial Inc.	Low 10%	46	472	$380K
MyTimeEquity	Very High 80%	378	471	$330K
Terril & Company	High 45%	214	471	$1.9M
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Delta Advisory Group, Inc.	Low 12%	55	468	$460K
Financial Action, Inc.	Very Low 7%	32	464	$220K
Prairie Wealth Advisors, Inc.	Typical 27%	100	370	$1.4M
Biondo Investment Advisors LLC	Typical 24%	266	1,108	$990K
Hilltop Wealth & Tax Solutions	Typical 23%	194	829	$740K
MG&A Wealth	Typical 36%	231	644	$1.5M
Tradition Wealth Management LLC	Typical 27%	572	2,107	$960K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Shepherd Financial Partners, LLC	High 47%	344	730	$1.7M
Souders Financial Advisors, LLC	Low 18%	231	1,275	$890K
Smith & Wyatt	Very Low 5%	33	724	$290K
Common Cents Planning	Typical 32%	144	452	$1.1M
Cornerstone Securities LLC	Low 10%	88	900	$230K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
O'Hagan Group, Inc.	High 44%	394	900	$1.4M
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
O'Keefe Stevens Advisory, Inc.	High 44%	157	357	$1.6M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Insight Financial Services	Typical 29%	130	444	$480K
AllGen Financial Advisors, Inc.	Very Low 9%	99	1,062	$420K
King Wealth Management Group, LLC	Typical 35%	248	708	$1.5M
Stewardship Advisory Group, LLC	Typical 25%	132	530	$580K
Prestige Wealth Management Group, LLC	High 41%	182	440	$1.5M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
Matauro, LLC	High 40%	354	876	$1.2M
GK Wealth Management LLC	Typical 24%	125	525	$490K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Bookends Financial Planning	Low 17%	89	520	$650K
SPG Advisors LLC	Typical 23%	159	692	$770K
IVC Wealth Advisors LLC	Low 17%	87	518	$840K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Frisch Financial Group, Inc.	Very High 60%	358	601	$1.5M
Summit Asset Management LLC	High 39%	200	515	$1.9M
Epsilon Financial Group, Inc.	High 38%	164	428	$1.4M
SkyOak Wealth	Typical 30%	127	428	$1.6M
Research Financial Strategies	Low 18%	93	511	$470K
Romano Wealth Management	High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Signature Wealth Management Partners, LLC	Typical 25%	107	423	$1.1M
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Caldwell Advisors, LLC	High 50%	250	499	$680K
Wellesley Asset Management, Inc.	Typical 23%	288	1,246	$710K
Rainey & Randall Wealth Advisors, Inc.	Very High 59%	196	332	$2.8M
Washington Avenue Advisors	Low 13%	83	662	$460K
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Droms Strauss Wealth Management	High 47%	192	412	$1.9M
Eldridge Investment Advisors Inc.	High 50%	329	659	$930K
Moisand Fitzgerald Tamayo, LLC	High 43%	389	906	$1.5M
Essex LLC	Typical 28%	162	576	$1.1M
Carr Financial Group	Typical 32%	183	574	$1.3M
Confidence Wealth Management, Inc.	Typical 26%	191	737	$610K
Cornerstone Wealth	Low 13%	319	2,373	$1M
Aufman Associates Inc	Very High 68%	166	245	$3.9M
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Horizon Financial	Low 16%	120	734	$700K
Elevatus Wealth Management, LLC	High 42%	136	326	$1.5M
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Means Wealth Management	Typical 30%	394	1,302	$1.1M
Hemsley Advisors, Ltd.	High 39%	127	324	$1.9M
Invest Capital Partners	Low 14%	93	647	$390K
Ameraudi Asset Management, Inc.	Very High 94%	832	888	$2.2M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
Brighton Securities Corp.	Typical 21%	374	1,753	$510K
Waterfront Wealth Inc.	Typical 33%	265	792	$1.4M
PFG Private Wealth Management, LLC	Low 14%	67	474	$590K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Old North State Wealth Management, LLC	Typical 24%	111	471	$960K
Ruggiero Investments	Very Low 7%	26	392	$300K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Capstone Investment Financial Group, LLC	Very Low 8%	30	387	$440K
J.J. Burns & Company	High 45%	280	617	$2M
TBH Global Asset Management, LLC	High 43%	431	1,002	$1.4M
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
Strive Financial Group, LLC	Low 14%	109	769	$310K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Infinity Tax & Financial Planning	Very Low 7%	28	382	$220K
Palm Wealth Partners	Very Low 6%	44	686	$260K
Seven Hills Financial, LLC	Low 19%	71	381	$740K
Oxford Wealth Group, LLC	Very Low 6%	55	913	$360K
Wealthcrest Financial Services, LLC	Very High 61%	232	380	$1.3M
Cadinha & Co LLC	High 47%	287	606	$1.7M
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Ullmann Wealth Partners	Very High 57%	304	529	$2.4M
Integrity Financial Corporation	Low 14%	164	1,209	$500K
Firestone Capital Management Inc	High 51%	192	375	$2.1M
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
Hunter Associates LLC	Typical 22%	263	1,193	$1M
Wealth Effects	Low 17%	100	596	$790K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Planning Alternatives Ltd	High 48%	324	669	$2.2M
Compass Group Investments Solutions LLC	Very High 100%	148	148	$3.6M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Evolution Wealth Management Inc.	Low 13%	37	294	$580K
Marshall Investment Management, LLC	High 44%	257	587	$510K
Bravias Financial	Very Low 9%	39	439	$480K
North Star Advisory Group, LLC	Low 15%	67	439	$580K
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Blue Bell Private Wealth Management, LLC	Typical 26%	209	804	$1.4M
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
Quadrant Private Wealth Management, LLC	High 45%	394	875	$2.4M
Bourgeon Capital Management LLC	Very High 61%	178	291	$3.4M
Sterling Investment Advisors Ltd.	High 45%	194	436	$2.4M
Winebrenner Capital Management LLC	Typical 29%	127	436	$410K
Trustwell Financial Advisors, LLC	Low 16%	59	363	$720K
MJP Wealth Advisors	Typical 32%	279	865	$1.4M
Eagle Wealth Strategies	Typical 23%	146	648	$940K
JSF Financial, LLC	High 44%	346	791	$2.1M
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Covenant Asset Management, LLC	Very High 64%	412	643	$1M
Wrenne Financial Planning LLC	Typical 23%	99	428	$700K
Sandbox Financial Partners, LLC	Very High 55%	273	498	$1.2M
Primoris Wealth Advisors, LLC	Low 20%	85	424	$520K
Freedom Advisory	High 39%	166	423	$1.9M
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Pension & Wealth Management Advisors	Typical 21%	105	493	$920K
Cornerstone Professional Advisor Services, LLC	Very Low 7%	26	352	$280K
Collaborative Wealth	Low 19%	175	915	$630K
Wealth Care LLC	Very High 59%	125	211	$3M
Axiom Value Wealth Management LLC	Low 17%	61	351	$270K
FEFA Financial	Very Low 2%	37	1,679	$260K
Uhler Vertich White Advisors	Typical 30%	126	419	$1.2M
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
The High Net Worth Advisory Group, LLC	Typical 21%	89	418	$2M
ARS Wealth Advisors	High 44%	459	1,044	$1.5M
Darwin Wealth Management	Low 19%	157	835	$740K
Compass Ion Advisors, LLC	Typical 28%	333	1,177	$1.2M
HD Money, Inc.	Very High 100%	484	484	$800K
Scala Capital LLC	Typical 24%	84	345	$690K
MFG Investments, LLC	Low 15%	52	344	$430K
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
Tiller Private Wealth, Inc.	High 52%	177	343	$2.1M
UAS Asset Management	High 47%	160	342	$900K
Turner Financial Group, Inc.	Low 10%	57	547	$400K
Stonebridge Financial Planning Group, LLC	Typical 24%	82	340	$960K
Access Financial Resources Inc.	Low 19%	89	472	$470K
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
Proxy Wealth Advisors LLC	Very Low 2%	10	605	$120K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Provise Management Group, LLC	Very High 55%	626	1,139	$1.7M
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
One Charles Private Wealth	Very High 58%	194	334	$2.6M
Stevens Foster Financial Advisors	High 45%	151	332	$2.3M
Alpine Private Wealth	Very High 78%	208	265	$5.2M
Professional Advisory Services Inc	High 42%	252	596	$2M
Armbruster Capital Management, Inc.	Very High 56%	257	462	$1.9M
WBH Advisory, Inc.	Very High 58%	418	725	$2.4M
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Brave Family Advisors	Typical 28%	93	327	$1.9M
Excel Financial, LLC	Typical 21%	83	392	$720K
Financial Sense Advisors, Inc.	Typical 32%	189	588	$1.4M
Asset One Wealth Management, LLC	Typical 24%	282	1,170	$800K
CAF Investments LLC	Very Low 1%	3	390	$80K
CMG Wealth Management	High 38%	122	325	$1.1M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Financial Consulate	High 39%	328	844	$1.3M
Global Brokerage Services, Inc.	Typical 27%	105	386	$360K
Simmons Capital Group	Low 12%	53	450	$460K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Headland Capital	Low 18%	116	637	$820K
S.A. Mason, LLC	Typical 35%	90	254	$1.9M
William Mack & Associates Inc	Typical 27%	260	952	$1.1M
Bangerter Financial Services, Inc.	Low 11%	35	317	$210K
Northstar Financial Companies, Inc.	Typical 22%	113	507	$1M
Gimbal Financial, LLC	Typical 28%	106	380	$700K
Measured Wealth Private Client Group, LLC	Typical 21%	131	633	$790K
Fmsa	Low 17%	218	1,264	$140K
Heartwood Wealth Advisors, LLC	Very High 100%	566	566	$2.5M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Destiny Wealth Partners, LLC	Typical 26%	262	999	$1.5M
Whitwell Advisors	Low 18%	56	312	$320K
Victrix Investment Advisors	Typical 21%	93	435	$780K
MRA Advisory Group	Typical 25%	125	497	$720K
Pgi Wealth Management	High 39%	193	497	$1.8M
Unique Wealth, LLC	Typical 34%	276	807	$1.1M
Fortress Wealth Group	Typical 29%	107	371	$1.2M
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
SmartPath Advisors	Very Low 0%	—	369	—
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Novak & Powell Financial Services, Inc.	Very Low 0%	—	426	$840K
Stevens Capital Partners	Very Low 8%	43	547	$930K
Ranch Capital Advisors Inc.	Typical 27%	114	425	$910K
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
MBM Wealth Consultants, LLC	Typical 22%	131	604	$750K
Northbridge Financial Group, LLC	Typical 35%	170	482	$840K
Preston Wealth Advisors, LLC.	Typical 21%	64	301	$810K
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
B&C Financial Advisors	Typical 27%	146	538	$1.1M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Team Wealth & Tax Advisors	Typical 21%	74	358	$650K
Transcend Capital Advisors, LLC	High 42%	450	1,073	$2.5M
Lucas Group Financial Advisors, LLC	Low 18%	76	416	$780K
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
Highland Investment Advisors LLC	Low 10%	60	593	$580K
Pinnacle Advisors	High 45%	477	1,064	$2M
Kilter Group	Typical 29%	119	413	$670K
SGL Financial, LLC	Low 10%	88	883	$470K
Thompson Davis & Co., Inc.	Very High 70%	206	294	$690K
Thayer Partners LLC	High 40%	140	352	$1.2M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Core Wealth Advisors, Inc.	Very High 76%	447	586	$1.2M
Capital Management Associates Inc	Typical 36%	317	877	$1.7M
BCR Financial Services, LLC	Very Low 0%	—	526	—
Milestone Investment Advisors, LLC	High 53%	218	408	$2M

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