HNW client percentage for Team firms serving clients in North Carolina

Team firms active in North Carolina 386 firms

Very Low 2%-10%

Low 10%-23%

Typical 23%-33%

High 33%-57%

Very High 57%-76%

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

Median: 28%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
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
Miller Tabak Asset Management	Very Low 0%	—	936	$1.3M
Allen Wealth Management, LLC	Low 18%	199	1,099	$600K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Capital Investment Counsel Inc	High 37%	457	1,221	$750K
Glen Eagle Advisors, LLC	Low 10%	335	3,361	$300K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Channel Wealth, LLC	High 43%	842	1,974	$410K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Stonecrop Wealth Advisors, LLC	High 39%	464	1,185	$200K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
SEM Wealth Management	Low 13%	260	1,980	$380K
Phoenix Wealth Advisors Inc.	High 35%	545	1,538	$400K
Cordgrass Capital Advisors, LLC	Typical 31%	131	425	$1M
Capital Advisers, Inc.	Low 10%	60	610	$770K
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
Asset Dedication, LLC	High 42%	828	1,986	$1.5M
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Beacon Wealthcare LLC	Low 12%	109	908	$340K
Nectarine	Low 19%	609	3,210	$0
Scarborough Capital Management	Typical 27%	732	2,664	$620K
CPS Investment Advisors	Low 21%	647	3,107	$760K
Financial Designs Corporation	High 34%	177	515	$990K
GRP Retirement Planning	Very Low 6%	48	846	$180K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Whitener Capital Management, Inc	Typical 30%	237	800	$660K
Sandhill Investment Management	Low 18%	374	2,044	$1M
PSI Advisors, LLC	High 33%	563	1,704	$440K
IFC	Very Low 3%	28	1,048	$150K
Global View Investment Advisors, LLC	High 37%	219	585	$950K
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Legacy Wealth Management Group, Inc.	Low 19%	179	963	$300K
SWAN Capital	Low 11%	74	667	$480K
Richmond Brothers, Inc.	Low 15%	99	665	$350K
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Redwood Financial Network	High 38%	387	1,012	$260K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Liberty Square Wealth Partners LLC	Typical 23%	145	620	$910K
Resolute Capital, LLC	Very Low 6%	63	1,107	$270K
United Advisors America	Very Low 2%	57	2,809	$160K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Three Magnolias Financial Advisors	Very High 76%	455	599	$770K
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Semmax Financial Advisors, Inc.	Very Low 9%	77	826	$600K
Security Capital Management	Typical 26%	613	2,357	$570K
Arbor Investment Advisors	Very High 62%	290	471	$2.6M
EPG Wealth Management LLC	High 49%	570	1,156	$460K
Allegiance Financial Group	Typical 27%	153	571	$1M
Core Advisory Group	Typical 23%	268	1,141	$290K
Compass Capital Corporation	Low 10%	136	1,367	$480K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Everstar Asset Management, LLC	Typical 32%	352	1,116	$200K
SLP Wealth	Very Low 1%	16	1,657	$38K
Collegiate Capital Management, Inc.	High 47%	204	438	$1.5M
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Financial Council, LLC	High 53%	343	648	$2M
Hilton Head Capital Partners, LLC	Low 15%	95	646	$600K
First Financial Coaching, Inc.	Low 12%	186	1,500	$440K
Sollinda Capital Management LLC	Very Low 9%	149	1,710	$290K
BNA Wealth	Very High 73%	388	534	$1.1M
Fitzwilliams Wealth Management Inc.	Low 13%	82	634	$190K
Linden Thomas Advisory Services, LLC	High 34%	432	1,268	$1.3M
Capstone Wealth Management Group, LLC	Low 16%	82	524	$670K
Peak Planning Group, LLC	Low 21%	174	838	$850K
AdviceOne Advisory Services, LLC	High 54%	783	1,449	$1.4M
PACE Financial Advisors	Very Low 6%	79	1,240	$290K
Lifespan Financial Strategies, Inc.	Low 19%	99	515	$690K
Auctus Advisors LLC	Very High 63%	129	204	$3M
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Claris Financial, LLC	Typical 27%	161	599	$540K
Snyder Wealth Group	Very Low 9%	55	599	$620K
Altrius Capital Management, Inc.	High 50%	249	499	$1.4M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
3Edge Asset Management, LP	Typical 24%	356	1,489	$750K
Madison Advisory Services, Inc.	Low 19%	203	1,080	$470K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
A4 Wealth Advisors LLC	Typical 25%	146	587	$360K
Wilson Wealth Management Group, L. L. C.	Very Low 3%	12	480	$100K
Cardinal Capital Management Inc	High 53%	151	287	$2.7M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
Absher Wealth Management, LLC	Very High 57%	377	665	$1.8M
Integrated Financial Strategies, LLC	Typical 32%	152	474	$680K
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Tar River Wealth Planning, LLC	Low 20%	96	469	$790K
Defender Capital	Very High 69%	129	186	$2.4M
Bay Colony Advisors	High 33%	864	2,650	$530K
Eagle Wealth Management Group Inc.	Typical 29%	129	452	$770K
Cornerstone Securities LLC	Low 10%	88	900	$230K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Aspire Private Capital	Typical 28%	202	709	$720K
Curran Financial Partners, LLC	Very Low 9%	115	1,314	$500K
Matauro, LLC	High 40%	354	876	$1.2M
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Serenity Investment Advisors	Low 15%	66	430	$590K
Proactive Wealth Strategies, LLC	Typical 24%	105	429	$710K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Kuhn Advisors, Inc.	Very High 78%	200	256	$3.1M
Romano Wealth Management	High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
PAX Financial Group	Low 13%	174	1,350	$550K
Sound View Wealth Advisors Group, LLC	High 49%	455	927	$2.4M
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Oath Planning, LLC	Low 12%	58	502	$570K
Rainey & Randall Wealth Advisors, Inc.	Very High 59%	196	332	$2.8M
Washington Avenue Advisors	Low 13%	83	662	$460K
Hartline Investment Corporation	High 36%	90	248	$2.9M
Wealthshield Partners, LLC	Typical 25%	287	1,156	$1.1M
James River Asset Management, LLC	Typical 25%	104	411	$660K
Boldin Advisors	Very High 63%	516	821	$0
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
Redwood Wealth Management, LLC	High 51%	123	243	$3.4M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
Brighton Securities Corp.	Low 21%	374	1,753	$510K
Old North State Wealth Management, LLC	Typical 24%	111	471	$960K
Horizon Financial Services, LLC	Typical 24%	94	391	$670K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Zuraw Financial Advisors, LLC	High 42%	64	154	$2.8M
BCA Private Wealth, Inc.	High 44%	167	383	$820K
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Selective Wealth Management, Inc.	Typical 27%	184	688	$640K
Wealthcrest Financial Services, LLC	Very High 61%	232	380	$1.3M
Worth Advisors	Low 13%	57	451	$620K
Cannon Wealth Management Services	Low 14%	53	374	$530K
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Laurel Wealth Advisors, LLC	High 47%	244	520	$2M
Opus Financial Advisors, Inc.	Low 11%	40	369	$78K
Smallwood Wealth Management	Typical 25%	110	441	$680K
Carolina Wealth Management, Inc.	Typical 25%	144	587	$980K
Hilltop Wealth Advisors, LLC	High 42%	245	586	$1.1M
Cypress Capital, LLC	Low 16%	107	657	$640K
Trustwell Financial Advisors, LLC	Low 16%	59	363	$720K
The Kelly Group	Typical 23%	247	1,087	$960K
rebel Financial, LLC	Typical 23%	100	433	$820K
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Vista Investment Partners	Low 19%	94	491	$760K
Jt Stratford, LLC	Low 21%	261	1,238	$770K
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
Proxy Wealth Advisors LLC	Very Low 2%	10	605	$120K
Commonwealth Retirement Investments LLC	High 41%	138	336	$1.1M
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Buttonwood Wealth	Typical 27%	107	399	$1M
Professional Advisory Services Inc	High 42%	252	596	$2M
1808 Capital Partners	High 43%	113	264	$2.3M
Armbruster Capital Management, Inc.	High 56%	257	462	$1.9M
Tilia Fiduciary Partners, Inc.	Typical 23%	77	329	$1.2M
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Insight Folios	Very Low 6%	73	1,228	$270K
G&H Investments	Typical 29%	38	129	$2.6M
RZH Advisors LLC	Very High 68%	306	451	$5.4M
Global Brokerage Services, Inc.	Typical 27%	105	386	$360K
Smith Salley Wealth Management	Very High 62%	683	1,093	$2.5M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
DWD Portfolio Solutions, Inc.	Very Low 9%	27	316	$780K
Liberty Wealth Management, LLC	Very High 66%	995	1,510	$1.1M
One Advisory Partners, LLC	Typical 32%	101	314	$1.2M
Financial Advisors Network, Inc.	High 40%	328	816	$1.3M
Victrix Investment Advisors	Low 21%	93	435	$780K
Bedel Financial Consulting Inc	Very High 64%	741	1,162	$2.5M
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Murphy & Sylvest	High 36%	154	427	$1M
Grant Street Asset Management Inc	High 40%	168	425	$1.6M
Providence Capital Advisors, LLC	Very High 60%	254	424	$2.5M
Hobart Wealth	Typical 23%	167	725	$770K
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Low 15%	63	420	$1M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Embree Financial Group	High 43%	363	835	$1.6M
Highland Investment Advisors LLC	Low 10%	60	593	$580K
Momentum Advisors	High 38%	134	354	$990K
Four Financial Management	Low 12%	41	353	$460K
Normandy Investment Advisors	Typical 24%	72	294	$900K
Thompson Davis & Co., Inc.	Very High 70%	206	294	$690K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Proffitt & Goodson Inc.	Very High 58%	170	293	$2.6M
Torrey Growth & Income Advisors, LLC	Low 22%	64	293	$1.1M
Financial Symmetry Inc.	Very High 63%	546	872	$1.8M
California Capital Management	Typical 32%	112	347	$1M
Prospect Financial Services LLC	Low 14%	74	520	$630K
Castle Coast Wealth, LLC	High 47%	136	288	$1.3M
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Triangle Wealth Management	High 56%	289	516	$2.5M
Leelyn Smith, LLC	Typical 27%	216	799	$1.1M
Blue Ridge Wealth Planners	Very Low 9%	69	790	$450K
Fiori Financial Group	High 46%	102	224	$2.4M
Washington Trust Advisors	High 51%	400	781	$2.6M
LifePlan Group	High 50%	140	278	$1.2M
Henderson Brothers Financial Partners LLC	High 33%	342	1,044	$390K
AMB Wealth, LLC	Low 20%	175	878	$1M
MIAI, Inc.	Low 12%	32	274	$760K
Resurgent Advisors	Low 22%	82	379	$920K
Blue Financial	Very Low 9%	28	324	$450K
Holderness Investments Co	Typical 29%	93	324	$1.9M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
AP Wealth Management	High 51%	137	269	$1.2M
NobleBridge Wealth	Low 15%	57	372	$580K
Live Oak Private Wealth, LLC	High 56%	268	476	$2.7M
Act Wealth Management, LLC	Very High 86%	226	264	$2.2M
Uwharrie Investment Advisors, Inc.	Typical 27%	228	837	$350K
The Watchman Group, Inc.	High 55%	144	261	$2.4M
Bellwether Investment Group, LLC	Low 13%	42	313	$490K
Natural Investments	Low 22%	278	1,242	$1.6M
Atlantic Private Wealth, LLC	Very High 62%	128	206	$3.8M
Topsail Wealth Management LLC	Very High 62%	127	206	$6.1M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Riggs Asset Management Co Inc	High 35%	142	410	$1.5M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
Go Wealth Management	Very Low 9%	42	457	$270K
Cranbrook Wealth Management, LLC	High 50%	127	253	$3.6M
Carlson Investments	Typical 31%	107	350	$1.5M
Arjuna Capital, LLC	Very High 66%	98	149	$3.2M
Tradewinds, LLC	High 34%	167	495	$1.3M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Delta Financial Advisors, Inc.	Typical 29%	71	245	$950K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Wright Wealth LLC	Low 20%	48	240	$780K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
The Fiduciary Group	High 56%	350	621	$2.3M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
Visionary Horizons, LLC	Low 15%	98	666	$550K
Omnistar Financial Group, Inc.	High 33%	78	236	$940K
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Bastion Fiduciary	Very Low 0%	—	235	$390K
Scholar Financial Advising, LLC	Very High 57%	133	235	$0
Total Clarity Wealth Management, Inc	Typical 25%	254	1,032	$730K
Cannon Advisors	Typical 29%	66	228	$790K
Chicory Wealth	High 42%	225	539	$1.5M
Strathmore Capital Advisors	High 48%	237	493	$1.6M
Forthright Capital	Very Low 1%	9	978	$110K
Family Wealth Partners, LLC	Typical 23%	60	266	$1.4M
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
BSG Advisers	Typical 24%	63	264	$500K
Hunter Street Investment Advisors LLC	Very Low 1%	2	352	$470K
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Invicta Financial Group	High 38%	181	477	$780K
Alpha Financial Advisors, LLC	Very High 70%	181	259	$2.4M
John G. Ullman & Associates, Inc	High 33%	324	992	$1.5M
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
Nepsis, Inc.	Low 16%	96	590	$580K
Novare Capital Management	Very High 58%	440	757	$2.5M
Delegate Advisors, LLC	Very High 100%	42	42	$33M
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Cornerstone Wealth Planning	Typical 31%	127	409	$1.2M
Kingsbury Capital Investment Advisors LLC	Typical 24%	60	245	$630K
Peace of Mind Wealth Management	High 46%	150	324	$870K
Bts Asset Management, Inc.	Very Low 0%	2	443	$180K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Idle Hill Advisors LLC	Typical 29%	57	200	$540K
Leigh Baldwin & Co., LLC	Low 10%	68	676	$390K
Fortress Financial Solutions, LLC	Low 21%	59	278	$510K
Alterna Wealth Management, Inc.	High 55%	633	1,151	$860K
GFG Solutions	Very High 100%	315	315	$970K
Curio Wealth, LLC	Low 14%	50	354	$1.3M
Arkos Global Advisors, LLC	High 37%	161	432	$2.4M
Endowment Wealth Management, Inc.	Typical 31%	145	471	$1.1M
Bluesky Wealth Advisors, LLC	Very High 71%	248	350	$2.9M
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Alpha Zero LLC	Low 21%	87	421	$610K
Verity Investment Partners	Very High 58%	264	459	$2.8M
Strategic Portfolio Solutions, LLC	Typical 29%	55	188	$720K
Columbia Advisory Partners, LLC	Typical 29%	185	630	$470K
JIM Saulnier & Associates, LLC	High 47%	86	184	$1.6M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Benefit Financial Services Group	High 38%	325	861	$1.6M
FCIG Wealth Management, LLC	Low 13%	23	179	$500K
Keenan Financial	Very Low 6%	43	751	$270K
CP Advisors, Inc.	Low 17%	31	178	$390K
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Sheets Smith Wealth Management	High 46%	174	382	$3.3M
Colton Groome Financial Advisors, LLC	High 52%	180	346	$1.9M
Hamilton Point Investment Advisors, LLC	Very High 85%	203	239	$3.8M
Raleigh Capital Management Inc.	Typical 28%	123	443	$880K
Woodward Financial Advisors, Inc.	Very High 97%	197	203	$3.2M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
OLIO Financial Planning	High 42%	153	368	$1.6M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Low 10%	31	298	$300K
Masonboro Advisors	Typical 30%	69	228	$900K
Omnia Family Wealth, LLC	Very High 57%	92	162	$5M
Mill Capital Management, LLC	Very High 80%	78	97	$8M
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
The Capital Management Corporation	Very High 66%	124	187	$3.4M
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Stark Financial Advisers, Inc.	Low 10%	18	186	$510K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Foundry Financial LLC	High 44%	81	184	$1.3M
Crown Wealth Group LLC	High 47%	115	243	$1.7M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Oakworth Asset Management, LLC	Typical 31%	166	539	$1.3M
Intellectus Partners, LLC	Very High 100%	179	179	$8.4M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Indivisible Partners	Very High 58%	268	460	$3M
Integrity Financial Advisors, LLC	Low 10%	22	230	$480K
Quartz Partners Investment Management	Low 10%	67	688	$520K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Sapere Wealth Management, LLC	Very High 66%	149	227	$2.5M
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Arcadia Investment Management Corp	Very High 72%	61	85	$7.6M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Dutch Asset Corporation	Typical 27%	60	219	$780K
MBL Advisors	Very High 90%	242	270	$5.3M
Feltl Advisors	Very Low 0%	—	395	$390K
WMS Advisors, LLC	High 42%	55	131	$2.1M
Global Investment Advisory	Low 12%	21	182	$390K
Verum Partners LLC	Very High 76%	274	361	$2.4M
Sharp Financial	High 38%	68	178	$2.6M
CapSouth Wealth Management	High 37%	121	330	$1.3M
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
ABS Legacy Partners, LLC	Very High 75%	18	24	$18M
Global Strategic NextGen OCIO	Very High 81%	92	114	$10M
MDRN Capital	Very High 75%	425	569	$600K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Fruitful	Very Low 0%	1	351	$72K
Argonautica Private Wealth Management, Inc	High 53%	58	109	$4M
Old Peak Finance	Very High 61%	107	174	$4.1M
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Forefront	Low 18%	104	572	$420K
Glassy Mountain Advisors, Inc.	Very High 66%	84	127	$2.9M
Blue Line Capital	Low 20%	24	121	$860K
LRI Investments	High 45%	213	477	$4M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
Keener Financial Planning	Very High 75%	144	193	$2.4M
Ascendor Wealth, LLC	Typical 25%	34	135	$1M
PracticeCFO Investments	Very High 60%	126	211	$800K
Tillman Hartley LLC	Very High 81%	46	57	$11M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Wealth More Enterprise, Inc.	Very Low 0%	—	89	$1.1K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Ironsides Asset Advisors, LLC	Very High 76%	26	34	$41M
Capital Synergy Partners	High 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
PCM Encore, LLC	High 52%	66	127	$13M
Persium Advisors, LLC	High 49%	77	158	$2.5M
MMA Asset Management LLC	High 52%	148	282	$1.2M
Fidelis Capital	Very High 80%	175	218	$8.7M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
AtCap Partners, LLC	High 56%	192	342	$490K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Financial Transparency	Typical 23%	53	227	$1.3M
Capitalwize, LLC	Very Low 0%	—	101	$2.7K
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Acima Private Wealth LLC	Very High 61%	36	59	$7M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Investment Research Corp	Very Low 2%	4	163	$310K
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High 100%	119	119	$15M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Foundation Wealth & Tax Advisors, LLC	High 35%	33	93	$730K
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Saltbox Financial LLC	Very High 57%	26	46	$2M
Trident Advisors LLC	Very Low 0%	—	41	$300K
Granville Capital, Inc.	Very High 100%	25	25	$24M

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