HNW client percentage for Team firms serving clients in New York

Team firms active in New York 521 firms

Very Low 2%-10%

Low 10%-23%

Typical 23%-39%

High 39%-59%

Very High 59%-86%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Seeds	Very Low 0%	—	937	$1.1M
Fagan Associates Inc	Low 14%	245	1,763	$510K
Valicenti Advisory Services Inc	Very High 59%	518	880	$790K
Estabrook Capital Management LLC	Low 21%	149	697	$1.1M
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
Public Advisors LLC	Low 22%	973	4,521	$4.2K
JDL Advisers	Low 18%	1,376	7,691	$250K
Hollow Brook Wealth Management LLC	Very High 84%	459	549	$2.3M
Kershner, Grosso & Co.	Low 19%	100	525	$1.4M
The Portfolio Strategy Group, LLC	Very High 89%	359	405	$5.1M
Weber Asset Management, Inc.	High 42%	169	405	$1.6M
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
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
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Charles Pratt & Company, L.L.C.	Very Low 5%	14	308	$2.2M
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
SYCAMORE FINANCIAL GROUP	Low 16%	186	1,136	$680K
Glen Eagle Advisors, LLC	Low 10%	335	3,361	$300K
Copley Financial Group, Inc.	Very Low 0%	9	2,690	$120K
Levin Capital Strategies, L.P.	High 53%	132	250	$5.1M
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Tamar Securities, LLC	Very Low 5%	199	4,198	$340K
StraightLine	Low 11%	265	2,358	$490K
Invictus Private Wealth, LLC	Very High 59%	271	461	$3.7M
Traynor Capital Management	Typical 26%	410	1,590	$1.5M
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Rockline Wealth Management LLC	High 39%	339	861	$740K
Materetsky Financial Group	High 40%	328	818	$870K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Focused Wealth Management, Inc.	Low 14%	296	2,163	$580K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Reagan Companies Asset Management, Inc	Typical 37%	285	764	$1.2M
NorthCape Wealth Management	Typical 29%	166	570	$1.2M
Lipe & Dalton Investment Counsel	Very High 100%	376	376	$2M
Orange Investment Advisors, Inc.	Typical 28%	370	1,307	$970K
Grandfield & Dodd, LLC	Typical 25%	183	742	$2.9M
HFR Wealth Management, LLC	High 44%	159	361	$1.4M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
IAM Advisory LLC	Low 14%	223	1,583	$430K
Prentice Wealth Management LLC	Very Low 5%	50	1,024	$540K
Sterling Investment Counsel, LLC	Typical 36%	307	853	$1.1M
Retirable	Low 12%	257	2,210	$140K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Rogan & Associates	Low 20%	290	1,481	$480K
Greenbush Financial Group, LLC	Typical 31%	200	648	$560K
Zoe Financial, Inc.	Very Low 2%	29	1,608	$180K
Vision Retirement	High 41%	451	1,106	$560K
Sandhill Investment Management	Low 18%	374	2,044	$1M
Able Wealth Management LLC	Low 21%	195	937	$520K
TLWM Financial	Typical 25%	316	1,249	$470K
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
Matrix Asset Advisors Inc	Very High 63%	381	607	$1.6M
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Deltec Asset Management LLC	Very High 83%	123	148	$2.8M
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Drucker Wealth	High 46%	333	721	$1.1M
J.W. Burns & Company, Inc.	High 47%	267	572	$1.5M
Robertson Investment Management	Very High 67%	767	1,138	$430K
Opus Capital Management	Very High 62%	259	415	$2.2M
Rockbridge Investment Management, LLC	Low 21%	316	1,518	$890K
Howe and Rusling, Inc.	High 56%	608	1,081	$2.1M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
American Financial Advisors Inc	High 53%	421	799	$1.6M
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
Measured Risk Portfolios	Low 21%	168	793	$580K
Siler Wealth Management	Very Low 8%	54	655	$280K
Private Capital Advisors, Inc.	Typical 30%	76	256	$4.8M
Patriot Investment Management Group Inc	Low 22%	328	1,518	$1.1M
Silver Grove Advisory Services	Very Low 3%	63	2,146	$210K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Alden Capital	Very Low 7%	183	2,504	$320K
South Street Advisors, LLC	Very Low 0%	—	124	$6.2M
Whitney & Company	Typical 28%	209	739	$2M
Curran Wealth Management	High 46%	168	369	$2.1M
Bluesphere Advisors LLC	Typical 35%	168	482	$1M
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Oxinas Partners Wealth Management	Low 12%	88	708	$490K
FINANCIAL FOCUS LLC	High 51%	294	581	$930K
Beese Fulmer Private Wealth Management	High 42%	342	810	$2.3M
WNY Asset Management, LLC	Low 12%	383	3,234	$530K
Moldenhauer & Associates	Low 20%	232	1,152	$660K
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
Ashton Thomas Securities, LLC	Low 13%	301	2,281	$810K
Compass Capital Corporation	Low 10%	136	1,367	$480K
CFS Investment Advisory Services LLC	High 47%	532	1,139	$1.5M
Instrumental Wealth, LLC	Low 20%	116	568	$870K
MinichMacgregor Wealth Management, LLC	Low 21%	193	904	$730K
Everstar Asset Management, LLC	Typical 32%	352	1,116	$200K
Markowski Investments	Low 10%	119	1,227	$370K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
Cornell Pochily Investment Advisors, Inc.	Typical 36%	199	549	$1.2M
Albitz/Miloe and Associates, Inc.	Typical 32%	212	657	$1.2M
IBEX Wealth Advisors, LLC	High 46%	400	869	$1.4M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Bouchey Financial Group Ltd	High 41%	483	1,190	$1.3M
Sykon Capital LLC	Very High 60%	390	647	$510K
Stratton Capital Investment Advisory LLC	Very Low 9%	61	643	$210K
Payne Capital Management, LLC	Typical 36%	349	964	$1.3M
Red Lighthouse Investment Management, LLC	Very High 77%	81	105	$5.3M
American Capital Management Inc	Very High 100%	313	313	$3.7M
Galvin, Gaustad & Stein, LLC	High 53%	440	831	$1.6M
Note Advisors, LLC	Low 10%	53	518	$700K
Silverlake Wealth Management LLC	Typical 25%	254	1,028	$790K
Premier Wealth Advisors, LLC	High 41%	251	614	$730K
Steginsky Capital LLC	High 55%	56	102	$4.3M
Aviso Wealth Management	Low 17%	158	913	$640K
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Pearson Financial Services	Very Low 0%	—	500	—
Revere Asset	Low 21%	105	500	$820K
Creekmur Asset Management, LLC	Low 12%	225	1,897	$420K
Snyder Wealth Group	Very Low 9%	55	599	$620K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Empire Financial Management Company, LLC	Very High 75%	733	982	$690K
Madison Advisory Services, Inc.	Low 19%	203	1,080	$470K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Lesko Securities Inc.	Low 14%	166	1,166	$610K
Ogorek Wealth Management, LLC	Very High 60%	115	192	$2.4M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
The Wealth Alliance, LLC	High 39%	443	1,144	$1.7M
Stark Wealth Management LLC	Low 19%	92	476	$490K
Unison	Very High 60%	57	95	$20M
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Ascent Wealth Partners, LLC	Typical 25%	258	1,036	$1.3M
West Branch Capital LLC	High 46%	171	372	$1.8M
Warner Wealth	High 45%	330	739	$600K
Holistic Wealth Advisors	Low 18%	116	642	$430K
United Asset Strategies Inc.	Typical 32%	501	1,553	$1.2M
Compass Advisors	Typical 34%	121	361	$1.2M
Fusion Family Wealth, LLC	High 56%	200	359	$3.8M
O'Keefe Stevens Advisory, Inc.	High 44%	157	357	$1.6M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Seasons of Advice Wealth Management	High 41%	368	891	$1.4M
Shulman Demeo Asset Management, LLC	High 49%	176	356	$2.3M
Dock Street Asset Management Inc.	High 51%	90	177	$6.1M
King Wealth Management Group, LLC	Typical 35%	248	708	$1.5M
Arrowroot family office, LLC	High 42%	595	1,413	$290K
Seneca Financial Advisors LLC	High 45%	159	353	$2.3M
Level Financial Advisors, Inc.	Typical 34%	242	705	$1.2M
Matauro, LLC	High 40%	354	876	$1.2M
HIGH FALLS ADVISORS, Inc.	Typical 27%	210	784	$870K
Platform Technology Partners	High 39%	336	871	$1.4M
Draper Asset Management, LLC	Low 11%	59	522	$370K
ARS Investment Partners, LLC	Very High 63%	217	346	$5.8M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Frisch Financial Group, Inc.	Very High 60%	358	601	$1.5M
Romano Wealth Management	High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Quad-Cities Investment Group, LLC	Typical 23%	137	593	$600K
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
Oath Planning, LLC	Low 12%	58	502	$570K
Strategic Wealth Management Group	High 47%	155	332	$2.4M
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Wealthshield Partners, LLC	Typical 25%	287	1,156	$1.1M
AlbanyAdvisor Group LLC	Low 17%	70	409	$740K
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
Opal Wealth Advisors, LLC	High 46%	334	730	$1.5M
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
Neville, Rodie & Shaw Inc	Very High 69%	222	320	$5.6M
Chemistry Wealth Management LLC	Very High 59%	331	558	$2.3M
Brighton Securities Corp.	Low 21%	374	1,753	$510K
Bridgewater Asset Management LLC	High 42%	165	396	$860K
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
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
The Marshall Financial Group LLC	Low 17%	166	994	$680K
Great Hill Capital, LLC	Very High 100%	76	76	$13M
Cross Border Wealth, LLC	Very High 100%	531	531	$420K
Kickstand Wealth Advisors	High 57%	215	376	$1.7M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Peregrine Asset Advisers, Inc.	Low 12%	51	441	$1.3M
Smallwood Wealth Management	Typical 25%	110	441	$680K
Post Resch Tallon Group	Typical 31%	135	440	$770K
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Elevage Partners, LLC	Very Low 6%	23	365	$420K
SteadTrust	Typical 24%	156	651	$920K
Oliver Luxxe Assets LLC	Very High 78%	338	432	$1.9M
Landmark Wealth Management	Very High 61%	175	287	$2.3M
First Long Island Investors, LLC	Very High 66%	325	495	$2.4M
Primoris Wealth Advisors, LLC	Low 20%	85	424	$520K
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Cornerstone Professional Advisor Services, LLC	Very Low 7%	26	352	$280K
Sustainable Advisors Alliance LLC	Low 17%	94	559	$410K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Masterworks Advisers, LLC	Typical 26%	270	1,045	$7.7K
Darwin Wealth Management	Low 19%	157	835	$740K
Round Rock Advisors LLC	Typical 32%	202	622	$1.2M
SP Asset Management LLC	Very High 100%	207	207	$8.9M
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
Tiller Private Wealth, Inc.	High 52%	177	343	$2.1M
Williamson Legacy Group, LLC	Low 15%	52	343	$530K
UAS Asset Management	High 47%	160	342	$900K
Turner Financial Group, Inc.	Low 10%	57	547	$400K
Wellington Shields Capital Management, LLC	High 50%	273	544	$1.6M
Stone House Investment Management, LLC	Low 22%	253	1,153	$720K
Shikiar Asset Management Inc	Very High 100%	135	135	$3.8M
Samalin Wealth	Typical 23%	122	539	$900K
Proxy Wealth Advisors LLC	Very Low 2%	10	605	$120K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Maridea Wealth Management	High 47%	725	1,530	$610K
Rise Advisors, LLC	Typical 23%	108	464	$800K
Armbruster Capital Management, Inc.	High 56%	257	462	$1.9M
Brave Family Advisors	Typical 28%	93	327	$1.9M
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
Warren Street Wealth Advisors, LLC	Typical 37%	166	449	$1.2M
5C Capital Management, LLC	Typical 32%	166	511	$1.2M
Uniting Wealth Partners	Very High 78%	651	830	$960K
Headland Capital	Low 18%	116	637	$820K
GoalVest Advisory LLC	High 47%	207	443	$1.5M
Abundo Wealth	Very Low 0%	—	695	—
The Northstar Group, Inc.	Very High 79%	199	252	$3.9M
Liberty Wealth Management, LLC	Very High 66%	995	1,510	$1.1M
Bright Futures Wealth Management, LLC	Low 12%	105	879	$330K
Whitwell Advisors	Low 18%	56	312	$320K
MRA Advisory Group	Typical 25%	125	497	$720K
Next Level Private LLC	Typical 29%	228	799	$1.5M
Pathway Partners Wealth Advisors, LLC	Low 16%	59	367	$220K
Granite Group Advisors, LLC	Very High 100%	122	122	$3.2M
Stevens Capital Partners	Very Low 8%	43	547	$930K
Kimelman & Baird, LLC	High 47%	113	242	$5.7M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
American Investment Services Inc	High 44%	157	359	$1.9M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
Kilter Group	Typical 29%	119	413	$670K
Momentum Advisors	Typical 38%	134	354	$990K
DAI Wealth, LLC	High 44%	643	1,466	$200K
EQ Wealth Management	Very High 70%	369	525	$1.8M
Investor FAN	Typical 27%	235	874	$900K
Dopkins Wealth Management, LLC	High 48%	140	289	$2.4M
Prospect Financial Services LLC	Low 14%	74	520	$630K
Aptus Financial, LLC	Very Low 0%	—	634	—
Cooper/Haims Advisors, LLC	High 56%	292	518	$2.2M
ARCH Global Advisors, LLC	Typical 33%	132	402	$490K
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
Palumbo Wealth Management LLC	High 56%	158	283	$1.9M
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Buckman Advisory Group LLC	Typical 30%	255	844	$290K
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Washington Trust Advisors	High 51%	400	781	$2.6M
Gagnon Securities, LLC	Very Low 3%	33	1,058	$450K
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
LVW Advisors, LLC	High 50%	247	493	$3.3M
Continuum Wealth Advisors, LLC	Typical 32%	104	328	$1M
Ashworth Wealth, LLC	Typical 29%	78	270	$1M
LifeGoal Investments, LLC	Very High 85%	230	270	$1.2M
Westco Advisory Services, Inc.	Typical 24%	77	323	$780K
NobleBridge Wealth	Low 15%	57	372	$580K
Blackdiamond Wealth Management, LLC	Typical 26%	96	371	$1.1M
East End Financial Group, Inc.	High 47%	151	318	$1.6M
Baldwin Wealth Partners, LLC	High 50%	366	738	$2.9M
Dara Capital US, Inc.	Very High 92%	48	52	$8M
Helium Advisors LLC	Typical 26%	67	260	$830K
Mezzasalma Advisors	High 50%	182	364	$1.4M
Hudson Advisor Services, Inc.	High 54%	139	259	$1.2M
TKC Wealth Management LLC	Very High 75%	193	259	$310K
Natural Investments	Low 22%	278	1,242	$1.6M
Birchbrook	Typical 37%	114	310	$910K
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Lountzis Asset Management, LLC	Very High 64%	99	154	$3.9M
Ashford Advisors, LLC	Very High 100%	51	51	$16M
Precision Financial Services	Low 22%	111	509	$810K
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
Strategic Financial Services	High 41%	501	1,216	$1.6M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Waterford Advisors, LLC	High 40%	139	351	$1.1M
Carlson Investments	Typical 31%	107	350	$1.5M
Circle Advisers Inc	Very High 100%	348	348	$2.5M
Berman McAleer	Very High 59%	382	646	$2.7M
Parsons Capital Management Inc	High 55%	381	695	$3.1M
Quint Investments and Insurance	Very Low 3%	11	397	$240K
NerdWallet Wealth Partners, LLC	Very Low 7%	47	694	$380K
Millstone Financial Group	Typical 23%	67	297	$350K
Soulence Wealth Management	Very Low 5%	20	393	$240K
Trivium Point Advisory, LLC	High 41%	319	786	$1.8M
Trubee Wealth Advisors, Inc.	Typical 24%	166	686	$1.2M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Evolve Private Wealth, LLC	Typical 27%	184	679	$3.2M
WealthEdge Investment Advisors, LLC	Typical 34%	98	290	$1.4M
Rialto Wealth Management	High 43%	146	338	$1.8M
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
Del-Sette Capital Management, LLC	Typical 23%	56	240	$800K
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Key Group Management, Inc.	Typical 25%	85	335	$890K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Hill Investment Group	High 55%	208	380	$2.9M
Walkner Condon Financial Advisors LLC	High 41%	327	799	$1.3M
Landmark Wealth Management, LLC	High 49%	138	280	$1.5M
Brasil Plural Investment Advisor LLC	Very Low 5%	20	373	$260K
Stansberry Asset Management, LLC	Very High 59%	579	975	$1.3M
R & R Financial Planners, Inc.	High 42%	98	232	$260K
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
Third View Private Wealth	High 57%	183	322	$3.6M
Tortoise Investment Management, LLC	Very High 71%	360	504	$4.1M
The Retirement Solution LLC	High 39%	324	823	$850K
Transatlantique Private Wealth LLC	Very High 84%	347	411	$2.1M
Bridgewater Advisors Inc.	Very High 62%	366	589	$4.2M
Commons Capital, LLC	Very High 71%	160	226	$1.4M
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Financial Alternatives, Inc.	High 55%	148	269	$2.3M
Hohimer Wealth Management, LLC	Typical 33%	179	535	$2.1M
Forthright Capital	Very Low 1%	9	978	$110K
First American Asset Advisory, LLC	Very High 100%	266	266	$720K
Passive Capital Management, LLC	Typical 25%	101	399	$2.1M
BSG Advisers	Typical 24%	63	264	$500K
Hunter Street Investment Advisors LLC	Very Low 1%	2	352	$470K
S.E.E.D. Planning Group, LLC	Typical 24%	182	748	$740K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Gould Asset Management LLC	Very High 66%	229	349	$2.8M
John G. Ullman & Associates, Inc	Typical 33%	324	992	$1.5M
Vizcaya Capital, LLC	Very High 100%	345	345	$1.8M
High Probability Advisors, LLC	High 44%	152	344	$2.6M
Herold Advisors, Inc.	Low 21%	118	557	$920K
Black Swift Group, LLC	High 39%	150	382	$1.6M
Twin Peaks Wealth Advisors	High 46%	194	422	$1.3M
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
Edge Wealth Management, LLC	High 52%	130	252	$3.2M
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
IBN Financial Services, Inc.	Very Low 8%	40	497	$150K
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Consilio Wealth Advisors, LLC	Very High 69%	199	288	$1.9M
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Satovsky Asset Management LLC	Very High 73%	149	205	$4.6M
Activest Wealth Management, LLC	High 57%	301	530	$2.8M
Castle Wealth Management	High 42%	101	242	$1.7M
Nasdaq Dorsey Wright	Very High 59%	479	806	$520K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
CFM Advisors Inc	Very Low 7%	14	199	$940K
Leigh Baldwin & Co., LLC	Low 10%	68	676	$390K
Alterna Wealth Management, Inc.	High 55%	633	1,151	$860K
Fogel Capital Management Inc	High 45%	108	238	$1.7M
Veris Wealth Partners, LLC	Very High 76%	239	316	$7.3M
DST Wealth Management LLC	Typical 25%	49	197	$2.7M
Ellevest	Very High 79%	371	471	$2.3M
Wilkins Investment Counsel, Inc	Very High 90%	177	196	$5.2M
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
FLFS Advisory LLC	Low 18%	35	194	$790K
Merit Financial Partners LLC	High 52%	100	193	$1.6M
Nova Wealth Management, Inc.	Typical 24%	65	268	$920K
Alpha Zero LLC	Low 21%	87	421	$610K
Wallington Asset Management	Very High 64%	197	306	$3.7M
Flower City Capital LLC	High 50%	114	227	$1.8M
Skybound Wealth USA	Low 14%	48	339	$490K
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Manhattan West Asset Management, LLC	High 45%	150	331	$1.9M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Cherry Tree Wealth Management, LLC	Very Low 9%	27	293	$2.2M
MYeCFO	Low 17%	31	183	$1.4M
Econologics Financial Advisors	High 54%	157	291	$570K
Imperity Wealth Alliance LLC	Very Low 7%	24	363	$370K
Rose Capital Advisors, LLC	Very High 64%	232	363	$1.7M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
MPWM Advisory Solutions LLC	Low 13%	76	573	$540K
Keenan Financial	Very Low 6%	43	751	$270K
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
Hurwitz Associates, Inc.	Low 15%	26	176	$430K
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Plum Street Advisors, LLC	Typical 37%	65	175	$2.4M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Sheets Smith Wealth Management	High 46%	174	382	$3.3M
Riskbridge Advisors, LLC	Low 21%	59	277	$1.6M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Burns Matteson Capital Management, LLC	High 40%	79	199	$2M
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Orca Investment Management, LLC	Low 11%	38	359	$570K
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
&wealth Partners	Very High 73%	70	96	$4.1M
Inscription Capital, LLC	Typical 34%	141	414	$4.5M
Sanderson Wealth Management, LLC	Very High 74%	234	318	$4.2M
Stirlingshire Investments	Very High 75%	570	760	$240K
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Empirical Research Partners LLC	Very Low 0%	—	562	—
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
AIRE Advisors, LLC	Very High 88%	300	340	$2.8M
Diastole Wealth Management	Typical 32%	86	273	$1.4M
Aerodigm Wealth LLC	Very High 75%	158	212	$5.8M
Investment Partners Asset Management	Very High 61%	148	241	$1.1M
RMR Wealth Management	Low 19%	34	178	$980K
Paradigm Capital Management, Inc.	Very High 100%	59	59	$17M
Perennial	Very High 95%	111	117	$6.3M
Equinum, LLC	Very High 63%	92	146	$2M
Wellington Shields & Co., LLC	Typical 28%	164	580	$860K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Portfolio Resources Advisor Group, Inc.	Very Low 3%	11	318	$320K
Indivisible Partners	High 58%	268	460	$3M
Innovative Asset Advisors Group	Low 17%	64	373	$800K
Quartz Partners Investment Management	Low 10%	67	688	$520K
Madison Global Advisors LLC	Low 11%	25	229	$290K
Heritage Financial Counselors, LLC	High 47%	67	143	$1.6M
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Avise Financial	Typical 28%	47	170	$1M
Oxler Private Wealth	High 41%	46	111	$4.8M
Snowwater Investment Partners, LLC	Very High 100%	55	55	$15M
Dutch Asset Corporation	Typical 27%	60	219	$780K
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
Chequers Financial Management LLC	Very High 100%	244	244	$5.3M
Belzberg & Co.	Very High 100%	27	27	$40M
Mha Financial Corp	High 57%	77	135	$720K
LotusGroup Advisors	Typical 38%	71	186	$1.5M
Blue Square Asset Management, LLC	Very High 70%	128	184	$2M
Overbrook Management Corporation	Very High 100%	105	105	$5.6M
Geremia Financial Services, LLC	Typical 24%	31	130	$1M
Verum Partners LLC	Very High 76%	274	361	$2.4M
Next Capital Management LLC	Very High 70%	181	257	$6.6M
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Francis Financial	Very High 78%	199	256	$3.1M
WJL Financial Advisors	Very Low 0%	—	152	—
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Salvus Wealth Management, LLC	Very High 64%	125	195	$1.6M
Northstar Asset Management, Inc.	Very High 64%	108	169	$3.8M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
ELCO Management Company, LLC	High 58%	84	144	$1.5M
Monument wealth Management	High 49%	105	215	$2.5M
Serenus Wealth Advisors, LLC	Very High 87%	123	141	$10M
Capital City Asset Management Group, LLC	Low 22%	58	258	$300K
Paradiem, LLC	Low 21%	30	140	$3.4M
Lumiere Financial	Low 16%	18	116	$710K

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