HNW client percentage for Team firms serving clients in Illinois

Team firms active in Illinois 382 firms

Very Low 0%-12%

Low 12%-24%

Typical 24%-38%

High 38%-53%

Very High 53%-89%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Cohen Capital	—	980	1,457	—
Haese Financial Group Inc	—	—	—	—
M.Brown Financial Advisors	Very Low 0%	—	1	—
Sun Global LLC	High 45%	5	11	$420K
Precise Investment Management, Inc.	Very High 68%	27	40	$4.7M
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Barrington Asset Management, Inc.	Very High 100%	43	43	$1.2M
Atlas	Low 15%	7	47	$3.2M
Doyenne Wealth Advisors	Very High 98%	129	132	$15M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Eastgate Capital Advisors LLC	Very High 56%	31	55	$4.9M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Najarian Family Office, LLC	High 38%	25	66	$1.1M
Financial Transparency	Low 23%	53	227	$1.3M
Crescent Advisor Group, Inc.	Low 16%	36	228	$940K
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
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Ministry Partners Securities, LLC	Typical 34%	43	123	$100K
Searle & Co.	Very High 94%	119	126	$5M
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
Greenstone Belt Wealth Advisors, LLC	Very High 88%	73	83	$3.1M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Naples Global Advisors	Very High 88%	252	286	$6.8M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Expressive Wealth LLC	Low 22%	36	165	$1M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Capital Ideas	High 52%	50	96	$2.7M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
LRI Investments	High 45%	213	477	$4M
Blue Line Capital	Low 20%	24	121	$860K
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
Forefront	Low 18%	104	572	$420K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Brand Asset Management Group, Inc.	Typical 25%	89	355	$3.2M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
Strategic Asset Management LLC	Typical 32%	75	231	$930K
Kera Capital Partners	Very High 91%	282	310	$3.8M
Altman Advisors	Very High 57%	105	184	$2.6M
Feltl Advisors	Very Low 0%	—	395	$390K
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
Signature Financial Services, Ltd	Low 23%	76	336	$710K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Operose Advisors LLC	Very High 70%	302	430	$3.6M
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Indivisible Partners	Very High 58%	268	460	$3M
Guardian Wealth Management Inc.	High 40%	58	145	$1.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
Sterling Wealth Management, Inc.	Very High 56%	131	234	$1.9M
Pendulum Wealth Partners	High 38%	102	267	$1M
Activ8 Family Office LLC	High 50%	148	299	$5.1M
Mowery & Schoenfeld Wealth Management, LLC	Very High 77%	138	180	$2.9M
Colliers Securities LLC	Very Low 9%	76	811	$340K
American Investors Co	Typical 25%	192	755	$730K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Entasis Asset Management LLC	Typical 31%	47	153	$1.2M
Bluestem Financial Advisors, LLC	Very High 81%	149	185	$1.9M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Dream Capital Advisors, LLC	Very High 100%	31	31	$22M
Grey Fox Wealth Advisors, LLC	High 38%	118	311	$1.8M
Model Wealth	Very High 60%	94	157	$2M
Hamilton-Bates Investment Research, Inc.	High 43%	110	253	$240K
Stirlingshire Investments	Very High 75%	570	760	$240K
Arena Private Wealth	Very High 71%	158	223	$1.5M
Alley Company	Very High 78%	125	161	$5.2M
ISTO Advisors, LLC	Very High 68%	244	358	$2.9M
The Dala Group, LLC	Typical 27%	70	262	$1M
Zemenick & Walker Inc	Very High 87%	229	264	$9.5M
Zenith Wealth Partners	Very Low 10%	31	298	$300K
McBeath Financial Group	High 41%	97	236	$1.2M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
ShankerValleau Wealth Advisors, Inc.	Very High 64%	130	203	$3.1M
Capital Cities Investments	Low 13%	64	476	$600K
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Carmel Capital Partners, LLC	High 38%	94	247	$1.5M
Vantage Point Financial, LLC	Typical 27%	153	566	$860K
Feldman, Ingardona & Co	Very High 100%	177	177	$8.9M
LFG Wealth Partners, LLC	Typical 25%	89	360	$530K
Koss-Olinger Consulting, LLC.	Very High 58%	378	650	$3.2M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Keebeck Wealth Management	Very High 100%	147	147	$12M
JIM Saulnier & Associates, LLC	High 47%	86	184	$1.6M
Wellment Financial	Low 19%	76	405	$770K
Millington Financial Advisors, LLC	Low 22%	42	187	$1.6M
Copper Harbor Investment Advisors, LLC	Very High 53%	120	226	$3.3M
Capital Resource Management, Inc.	Very High 74%	28	38	$15M
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
Nova Wealth Management, Inc.	Typical 24%	65	268	$920K
Avalon Wealth Advisory, Inc.	Very Low 0%	—	230	—
Severin Investments LLC	Low 22%	52	233	$600K
Greenline Wealth Management	Low 15%	35	234	$410K
Ellevest	Very High 79%	371	471	$2.3M
Endowment Wealth Management, Inc.	Typical 31%	145	471	$1.1M
Peachcap Tax & Advisory, LLC	Typical 25%	59	237	$570K
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Oak Family Advisors, LLC	Very High 64%	128	200	$2.9M
Parkside Investments, LLC	Very High 75%	149	200	$4.6M
Wise Planning, Inc.	Very High 71%	145	203	$3M
Universal Financial Advisors, LLC	Low 21%	69	326	$850K
Kingsbury Capital Investment Advisors LLC	Typical 24%	60	245	$630K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Legacy Capital Wealth Partners, LLC	High 46%	304	660	$2.1M
Union Capital Company	Very Low 6%	26	414	$360K
Burling Wealth Partners	Very High 73%	183	250	$4M
Fiduciary Financial Partners, LLC	High 46%	99	213	$1.3M
Journey Advisory Group, LLC	High 39%	337	859	$1.9M
One Wealth Capital Management, LLC	High 51%	133	259	$1.2M
ATLATL Advisers	High 39%	101	260	$1.3M
Invicta Financial Group	High 38%	181	477	$780K
Dominion Portfolio Management, Inc.	Very Low 3%	26	782	$350K
XXI Wealth, LLC	Very High 93%	81	87	$6.1M
Financial Solutions Advisory Group	Very High 100%	350	350	$2.6M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Coyle	Very High 53%	234	438	$2.4M
Excalibur Management Corp	High 43%	131	307	$2.1M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
Hunter Street Investment Advisors LLC	Very Low 1%	2	352	$470K
Impact Investors	Typical 24%	52	220	$1.3M
Forthright Capital	Very Low 1%	9	978	$110K
Chicory Wealth	High 42%	225	539	$1.5M
Sierra Summit Advisors LLC	Very High 100%	135	135	$5.3M
Wheelhouse Advisory Group, LLC	Low 22%	121	548	$710K
Virtus Financial Group	Low 20%	46	230	$520K
4Wealth Advisors, Inc.	Low 12%	60	508	$410K
Stansberry Asset Management, LLC	Very High 59%	579	975	$1.3M
Amerant investments, Inc.	Low 15%	143	984	$410K
Total Clarity Wealth Management, Inc	Typical 25%	254	1,032	$730K
Walkner Condon Financial Advisors LLC	High 41%	327	799	$1.3M
AZA Capital Management	Typical 32%	105	331	$930K
Midwest Professional Planners, Ltd.	Typical 37%	264	710	$880K
River Street Advisors, LLC	Typical 29%	139	477	$1.1M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Fountainhead Financial, LLC	Very High 85%	82	96	$5.6M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Archford Capital Strategies, LLC	Typical 36%	278	774	$1.5M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Fort Sheridan Advisors LLC	High 44%	171	389	$2.5M
Greenup Wealth	Typical 30%	290	973	$920K
SJS Investment Services	Very High 53%	462	880	$2.4M
Evernest Financial Advisors	High 50%	148	294	$3.1M
Sound Financial, LLC	Typical 27%	68	248	$850K
Vestor Capital, LLC	High 49%	592	1,197	$1.7M
Beck Capital Management LLC	High 43%	193	449	$1.2M
Trifecta Capital Advisors, LLC	Very High 76%	114	151	$6.1M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
KEB Wealth Advisors	High 52%	344	662	$1.9M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Deerfield	Very High 53%	163	310	$3.7M
Harvest investment Services, LLC	Low 12%	184	1,500	$410K
Natural Investments	Low 22%	278	1,242	$1.6M
North Shore Private Asset Management, LLC	Very High 62%	128	208	$1.7M
Bellwether Investment Group, LLC	Low 13%	42	313	$490K
Ruggaard & Associates	Typical 33%	105	314	$1.1M
Walser Wealth Management Company, A Limited Liability Company	Low 13%	88	685	$500K
Baldwin Wealth Partners, LLC	High 50%	366	738	$2.9M
Timothy Financial Counsel, Inc.	Very Low 0%	—	1,007	—
Vermillion Financial Advisors, Inc.	High 39%	103	265	$1.4M
Three Seasons Wealth	Typical 37%	137	372	$3.3M
SAGE Private Wealth Group, LLC	Very High 70%	333	479	$890K
Kuhn Capital Partners	High 50%	134	267	$540K
BOS Asset Management, LLC	Low 23%	125	538	$770K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Riverpoint Wealth Management	Very High 69%	150	216	$4.2M
BCU Wealth Advisors, LLC	Low 15%	131	870	$750K
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
Sikich Financial	Low 18%	205	1,124	$990K
LCM Capital Management Inc.	High 42%	193	455	$780K
DHJJ Financial Advisors	Very High 54%	216	399	$1.5M
Leelyn Smith, LLC	Typical 27%	216	799	$1.1M
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Capital Management Associates Inc	Typical 36%	317	877	$1.7M
DAI Wealth, LLC	High 44%	643	1,466	$200K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Clearwater Capital Partners	Typical 35%	310	889	$1.4M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
Lucas Group Financial Advisors, LLC	Low 18%	76	416	$780K
CRUX Wealth Advisors	Low 18%	118	656	$740K
Embree Financial Group	High 43%	363	835	$1.6M
Factor Wealth Management	Very High 73%	175	239	$3.3M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
MBM Wealth Consultants, LLC	Low 22%	131	604	$750K
Murphy & Sylvest	Typical 36%	154	427	$1M
Geneva Partners, LLC	Low 14%	79	550	$750K
Capstone Financial Advisors Inc	Typical 35%	376	1,068	$2.7M
Arthur M.. Cohen & Associates LLC	Very High 86%	163	189	$5.9M
Abundo Wealth	Very Low 0%	—	695	—
S.A. Mason, LLC	Typical 35%	90	254	$1.9M
Neumann Capital Management	Very High 67%	128	191	$3.3M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Falcon Wealth Planning, Inc.	Typical 29%	430	1,478	$1M
Vertex Partners	Typical 34%	284	836	$1.2M
Global Brokerage Services, Inc.	Typical 27%	105	386	$360K
Journey Financial Group, Inc.	Typical 34%	109	323	$1M
Insight Folios	Very Low 6%	73	1,228	$270K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
RCM Wealth Advisors	Low 19%	151	797	$260K
Maridea Wealth Management	High 47%	725	1,530	$610K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Klaas Financial Asset Advisors, LLC.	Low 20%	203	1,015	$750K
Nadler Financial Group, Inc.	High 43%	437	1,026	$2M
Hunter Capital Management	Very High 100%	485	485	$1.5M
Matrix Private Capital Group	Very High 60%	124	208	$2.2M
Paradigm Wealth Management, LLC	High 41%	171	416	$1.3M
RAI Wealth	Typical 33%	137	418	$1.1M
FEFA Financial	Very Low 2%	37	1,679	$260K
T2 Asset Management, LLC	Very Low 2%	10	560	$320K
Rothschild Investment	High 44%	525	1,191	$2.2M
Vista Investment Partners	Low 19%	94	491	$760K
Riverbend Capital Advisors, LLC	Very High 100%	211	211	$4.6M
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
MIRAMAR CAPITAL	Very High 73%	103	141	$3M
Centric Wealth Management, LLC	Low 22%	126	568	$1.3M
Richmark Private Wealth Management	Very Low 2%	8	356	$140K
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Walled Lake Planning & Wealth Management, LLC	Low 12%	43	364	$2M
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Mountain Capital Investment Advisors Inc	Typical 26%	308	1,191	$780K
Wealth Effects	Low 17%	100	596	$790K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Strive Financial Group, LLC	Low 14%	109	769	$310K
CHJ Wealth Management	High 40%	124	309	$1.9M
Strong Retirement Solutions	Low 14%	54	388	$400K
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Century Management Financial Advisors	Low 19%	131	707	$790K
Bridgewater Asset Management LLC	High 42%	165	396	$860K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
Invest Capital Partners	Low 14%	93	647	$390K
Hemsley Advisors, Ltd.	High 39%	127	324	$1.9M
LEGACY FINANCIAL Advisors, INC.	High 45%	482	1,061	$1.4M
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Studio Investment Management	Very High 55%	180	329	$2.1M
Essex LLC	Typical 28%	162	576	$1.1M
Creative Money LLC	Very Low 0%	—	413	$0
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Washington Avenue Advisors	Low 13%	83	662	$460K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
Urban Financial Advisory Corporation	Very High 65%	163	250	$4.9M
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Quad-Cities Investment Group, LLC	Low 23%	137	593	$600K
Romano Wealth Management	High 51%	478	934	$1.5M
Navalign, LLC	Typical 35%	241	680	$980K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Cura Wealth Advisors, LLC	Very High 68%	117	172	$3.1M
Serenity Investment Advisors	Low 15%	66	430	$590K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Blakeslee & Blakeslee Financial Advisers Inc.	Low 15%	121	797	$480K
Convergence Financial	Typical 24%	647	2,665	$330K
RDA Financial network	Very Low 2%	26	1,514	$440K
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
Cornerstone Securities LLC	Very 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
Smith & Wyatt	Very Low 5%	33	724	$290K
PR Wealth Management Group	Very Low 8%	36	456	$350K
Skinner, Copper & Ehmen Wealth Management, LLC	Typical 28%	155	549	$1.1M
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
Hilltop Wealth & Tax Solutions	Low 23%	194	829	$740K
Ruedi Wealth Management, Inc.	Typical 27%	126	461	$1M
NOVA FINANCIAL SERVICES	Low 20%	144	738	$640K
Bentley Financial Group	Very Low 0%	—	470	$840K
Cora Capital Advisors	Typical 33%	248	752	$880K
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Terril & Company	High 45%	214	471	$1.9M
Cyr Financial Inc.	Very Low 10%	46	472	$380K
The Yanker Group	High 44%	209	472	$620K
Mack Investment Securities, Inc.	High 43%	282	661	$450K
Unison	Very High 60%	57	95	$20M
Evergreen Wealth	Typical 24%	139	573	$1.1M
Lantz Financial LLC	High 38%	255	669	$1.5M
Invicta Advisors LLC	Very Low 3%	35	1,152	$250K
Pinnacle Financial Group LLC	High 50%	196	390	$1.7M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Affiance Financial LLC	Typical 30%	358	1,178	$1.2M
Moller Wealth Partners	High 46%	137	296	$2.6M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
The Planning Center, Inc.	Typical 36%	325	895	$1.5M
Hedeker Wealth LLC	Very High 55%	109	199	$2.9M
Lake Street	High 49%	294	598	$1.7M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Creekmur Asset Management, LLC	Low 12%	225	1,897	$420K
PCG Wealth Management	Low 13%	233	1,819	$490K
Calder Financial Group	Very Low 9%	48	511	$350K
Inspirion Wealth Advisors, LLC	High 47%	428	920	$1.5M
TSFG, LLC	Typical 24%	315	1,337	$740K
Rosemeyer Management Group	Low 21%	243	1,154	$750K
CarsonAllaria Wealth Management, LTD.	Typical 27%	170	631	$900K
Wealthspan Partners, LLC	High 42%	219	526	$860K
Wealthquest Corporation	Typical 36%	571	1,583	$1.4M
Cozad Asset Management Inc	High 44%	935	2,116	$1.2M
Zuckerman Investment Group	Very High 63%	266	425	$4.8M
First Financial Coaching, Inc.	Low 12%	186	1,500	$440K
Chicago Investment Advisory Group	Very Low 7%	54	751	$350K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
SLP Wealth	Very Low 1%	16	1,657	$38K
Markowski Investments	Very Low 10%	119	1,227	$370K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Sequoia Wealth Management, LLC	Very Low 6%	92	1,640	$370K
CapWealth Advisors, LLC	Typical 26%	366	1,407	$1.4M
Quad City Investment Center	Typical 36%	253	708	$530K
United Advisors America	Very Low 2%	57	2,809	$160K
FYRA Capital Management	Low 15%	132	858	$590K
Providence Wealth Advisors, LLC	Very Low 0%	—	617	$1M
Alexander Investment Services Co.	Very Low 10%	123	1,240	$390K
Schamberger, Greylak & Utterback Wealth Management, LLC	Typical 30%	184	622	$370K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Slagle Financial, LLC	Very Low 3%	49	1,510	$270K
Paulson Wealth Management Inc.	High 41%	156	379	$1.5M
Ttp Investments, Inc.	High 41%	155	381	$1.5M
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Stenger Family Office, LLC	Typical 35%	311	897	$750K
Gehrig Capital Management, Inc.	Very Low 8%	50	644	$300K
Goldstone Financial Group, LLC	Low 12%	208	1,675	$630K
FRA Wealth Management LLC	Very Low 1%	8	910	$120K
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
Chicago Oakbrook Financial Group	Low 14%	189	1,336	$830K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
MPS-LORIA Financial Planners, LLC	Typical 28%	190	679	$1.2M
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Aberdeen Wealth Management LLC	Very High 93%	126	136	$5.1M
Rothschild Wealth LLC	High 45%	1,614	3,569	$440K
Rezny Wealth Management, Inc.	Very High 73%	200	275	$1.8M
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
Opus Capital Management	Very High 62%	259	415	$2.2M
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
MEDIQUS Asset Advisors, Inc.	High 42%	302	711	$1.4M
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Walsh & Associates, LLC	Typical 37%	487	1,307	$620K
Brucke Financial, Inc.	Typical 24%	175	738	$340K
Hendricks Wealth and Estate Management	Low 18%	161	913	$580K
KLCM Advisors, Inc.	Very High 64%	397	625	$2.8M
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Weitzel Financial Services, Inc.	Typical 27%	303	1,134	$290K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Carter Financial Group, Inc.	Very Low 6%	49	826	$450K
Gainline Financial Partners, LLC	Very High 58%	581	998	$350K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Wisdom Financial Services, L.L.C.	Very Low 0%	—	1,518	$510K
Tempo Wealth	Very High 61%	519	853	$940K
James T. Borello & Co.	Typical 24%	166	700	$730K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Nectarine	Low 19%	609	3,210	$0
New Vernon Wealth Management LLC	High 52%	97	187	$4.2M
210 Financial	Very Low 3%	32	936	$260K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Rooted Wealth Advisors	Very Low 7%	105	1,605	$250K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
North Star Investment Management Corporation	Low 20%	513	2,536	$770K
Horizon Wealth Management	Typical 32%	412	1,280	$800K
Chicago Investment Advisory Council, Inc.	Very Low 9%	100	1,100	$200K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
First Affirmative Financial Network LLC	Very High 56%	1,280	2,275	$390K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
Asset Management Strategies, Inc.	Very Low 0%	—	2,110	$100K
Graybill Wealth Management, Ltd.	High 38%	101	269	$1.9M
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
FREC	Very Low 5%	87	1,789	$300K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Nest Egg	Very Low 0%	—	2,819	$46K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
R.T. Jones Capital Equities Management Inc.	Very Low 1%	48	4,636	$78K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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