HNW client percentage for Team firms serving clients in Pennsylvania

Team firms active in Pennsylvania 442 firms

Very Low 2%-11%

Low 11%-24%

Typical 24%-36%

High 36%-51%

Very High 51%-69%

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
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
JDL Advisers	Low 18%	1,376	7,691	$250K
Hoey Investments, Inc.	Typical 31%	185	589	$1.3M
Absolute Capital Management, LLC	Very Low 7%	113	1,663	$220K
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Berkshire Asset Management, LLC	Very High 100%	2,318	2,322	$1M
NewSquare Capital, LLC	Very Low 10%	205	2,105	$1.1M
MTM Financial Group, LLC	Very Low 0%	14	3,273	$230K
Tanager Wealth Management	High 45%	358	801	$1.7M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Ciccarelli Advisory Services Inc	Low 15%	546	3,553	$450K
Nest Egg	Very Low 0%	—	2,819	$46K
Laurel Oak Wealth Management, LLC	Very High 53%	2,477	4,640	$290K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Financial Management Strategies, Inc.	Typical 32%	588	1,852	$330K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
Oasis Advisors	Very Low 1%	27	4,987	$54K
DT Investment Partners, LLC	Typical 24%	315	1,296	$1.3M
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
McGowan & Co LLP	Very High 78%	187	240	$2.7M
Stonecrop Wealth Advisors, LLC	High 39%	464	1,185	$200K
Traynor Capital Management	Typical 26%	410	1,590	$1.5M
Stanley-Laman Group Ltd.	Very High 89%	200	225	$3.3M
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Chancellor Financial Group WB LP	Very Low 4%	46	1,298	$180K
Kennedy Investment Group	Low 12%	120	1,036	$610K
Harvest Investment Consultants LLC	Typical 24%	247	1,015	$510K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Vantus Wealth	Low 14%	137	980	$320K
Bruton Chisnell Advisors, LLC	Typical 32%	184	577	$700K
Nectarine	Low 19%	609	3,210	$0
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Integrated Capital Management, Inc.	Very Low 1%	10	882	$170K
IAM Advisory LLC	Low 14%	223	1,583	$430K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Milestone Asset Management, LLC	Very High 75%	1,012	1,347	$510K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
The Retirement Guys Formula	Very Low 3%	30	1,152	$240K
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
Byrne Financial Freedom, LLC	High 40%	378	956	$560K
Fischer Financial Services Inc	Typical 25%	154	609	$960K
Tower Bridge Advisors	Very High 51%	386	761	$1.8M
Guardian Asset Advisors, LLC	Very Low 8%	97	1,196	$230K
C2 Private WEalth	Typical 25%	514	2,056	$870K
Stillwater Capital Advisors, LLC	High 45%	261	577	$2.3M
Atwater Malick	Very High 57%	163	285	$1.9M
Schorn Wealth	Low 14%	98	712	$520K
Key Financial, Inc.	High 49%	687	1,409	$2M
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Aurdan Capital Management, LLC	Typical 28%	114	410	$1.2M
Purkiss Capital Advisors, LLC	High 38%	157	409	$2.1M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
SevenBridge Financial Group, LLC	Typical 35%	139	401	$1.7M
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Alliance Financial	Low 19%	124	652	$400K
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Alexander Investment Services Co.	Very Low 10%	123	1,240	$390K
Liberty Square Wealth Partners LLC	Low 23%	145	620	$910K
United Advisors America	Very Low 2%	57	2,809	$160K
Cresap, Inc.	Very Low 0%	—	604	$560K
Bluesphere Advisors LLC	Typical 35%	168	482	$1M
Ballast Financial Advisors, LLC	Low 20%	120	602	$540K
PW Nova Financial Services LLC	Low 19%	140	721	$870K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Security Capital Management	Typical 26%	613	2,357	$570K
Beacon Bridge Wealth Partners, LLC	Low 11%	75	698	$600K
Axiom Asset Management	High 39%	225	579	$1.5M
LJI Wealth Management, LLC	Low 16%	231	1,490	$700K
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
CFS Investment Advisory Services LLC	High 47%	532	1,139	$1.5M
Lone Peak Advisers	Very Low 6%	50	905	$140K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Valley National Advisers Inc	Typical 30%	410	1,353	$960K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
SLP Wealth	Very Low 1%	16	1,657	$38K
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Kerr Wealth Management	Typical 24%	131	543	$240K
Alliance Wealth Advisors, LLC	Very Low 9%	60	648	$760K
Sykon Capital LLC	Very High 60%	390	647	$510K
Payne Capital Management, LLC	High 36%	349	964	$1.3M
Dumont & Blake Investment Advisors LLC	High 48%	205	428	$1.3M
Fortis Group Advisors LLC	Very Low 7%	190	2,566	$310K
Hapanowicz Financial	Typical 28%	178	640	$810K
Fitzwilliams Wealth Management Inc.	Low 13%	82	634	$190K
Bill Few Associates, Inc.	Very Low 3%	83	2,954	$910K
Capstone Wealth Management Group, LLC	Low 16%	82	524	$670K
WealthKare.com, Inc.	Typical 32%	234	733	$170K
Clearview Financial Partners	Very High 56%	349	627	$1.5M
Capital A Wealth Management	Low 12%	139	1,143	$500K
Galvin, Gaustad & Stein, LLC	Very High 53%	440	831	$1.6M
Trebuchet Consulting, LLC	Very High 54%	220	410	$2.6M
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Innova Wealth Partners, LLC	Typical 27%	137	508	$550K
Valley Financial Group	Low 14%	73	508	$550K
Aviso Wealth Management	Low 17%	158	913	$640K
Pearson Financial Services	Very Low 0%	—	500	—
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
3Edge Asset Management, LP	Typical 24%	356	1,489	$750K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
DiNuzzo Private Wealth, Inc.	High 44%	339	779	$1.5M
Hudock Capital Group	Typical 30%	264	876	$1.1M
Allegheny Investments	Low 13%	175	1,360	$470K
Three Cord True Wealth Management, LLC	High 44%	254	577	$550K
Invicta Advisors LLC	Very Low 3%	35	1,152	$250K
Market Street Wealth Management	Low 19%	202	1,052	$790K
Stark Wealth Management LLC	Low 19%	92	476	$490K
Horizon Wealth Advisors	Low 13%	71	567	$400K
Comprehensive Financial Planning, Inc.	Low 19%	110	566	$470K
HCR Wealth Advisors	High 45%	420	937	$2.1M
Presilium Private Wealth, LLC	Very High 61%	228	373	$1.8M
Biondo Investment Advisors LLC	Typical 24%	266	1,108	$990K
Marion Wealth Management	High 36%	164	456	$1.2M
H Financial Management	Typical 31%	166	544	$1M
Smith & Wyatt	Very Low 5%	33	724	$290K
Common Cents Planning	Typical 32%	144	452	$1.1M
Bare Wealth Advisors	Typical 30%	240	813	$770K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
O'Hagan Group, Inc.	High 44%	394	900	$1.4M
Baldwin Investment Management, LLC	Very High 59%	157	268	$4.4M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
Financial Freedom House	Very Low 10%	50	523	$290K
IVC Wealth Advisors LLC	Low 17%	87	518	$840K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Brick & Kyle Associates Inc	Very High 74%	314	427	$1.2M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Sound View Wealth Advisors Group, LLC	High 49%	455	927	$2.4M
BDFS Capital LLC	Very Low 10%	75	756	$540K
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
Regatta Capital Group, LLC	High 43%	471	1,088	$1.2M
Oath Planning, LLC	Low 12%	58	502	$570K
Smithbridge Asset Management, Inc.	Typical 32%	161	500	$1.5M
Northeast Advisers, Inc.	Typical 32%	105	333	$1.3M
Addison Capital	Very High 55%	137	249	$2.2M
Fragasso Financial Advisors	High 37%	758	2,073	$1.3M
Rodgers & Associates	Very High 55%	549	994	$1.6M
Hartline Investment Corporation	High 36%	90	248	$2.9M
Sentinel Asset Management, LLC	Very Low 0%	—	495	$130K
Wealth Management Associates, Inc.	Typical 24%	216	907	$720K
Boldin Advisors	Very High 63%	516	821	$0
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Old Port Advisors	Typical 26%	215	816	$830K
Horizon Financial	Low 16%	120	734	$700K
Capitol Private Wealth Group LLC	Typical 30%	173	570	$990K
Opal Wealth Advisors, LLC	High 46%	334	730	$1.5M
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
Northstar Asset Management Company, LLC	Very High 61%	99	161	$4.1M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
Diversified, LLC	High 42%	828	1,982	$1.3M
Thrive Wealth Management, LLC	Typical 34%	297	865	$1.8M
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Quattro Advisors L.L.C.	High 50%	196	392	$890K
Osborne Partners	Very High 61%	428	704	$3.3M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Amplius Wealth Advisors	Very High 52%	406	775	$2.2M
Milestone Financial Associates, LLC	Typical 30%	185	618	$1M
Parallel Equity Advisors Ltd.	Very Low 2%	6	384	$120K
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Navpoint Financial, Inc.	Very High 82%	188	229	$3.3M
Cross Border Wealth, LLC	Very High 100%	531	531	$420K
Petredis Investment Advisors	Very High 57%	301	530	$3.2M
Stewardship Advisors, LLC	Low 22%	146	674	$760K
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Hunter Associates LLC	Low 22%	263	1,193	$1M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Macro Advisors, Inc.	Very Low 10%	66	669	$530K
KFA Private Wealth Group, LLC	Typical 28%	229	814	$990K
OMNI 360 Wealth, Inc.	Low 23%	86	370	$1.1M
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Smallwood Wealth Management	Typical 25%	110	441	$680K
Bravias Financial	Very Low 9%	39	439	$480K
Blue Bell Private Wealth Management, LLC	Typical 26%	209	804	$1.4M
Quadrant Private Wealth Management, LLC	High 45%	394	875	$2.4M
Sterling Investment Advisors Ltd.	High 45%	194	436	$2.4M
The Kelly Group	Low 23%	247	1,087	$960K
Eagle Wealth Strategies	Low 23%	146	648	$940K
Wellfull	High 37%	289	784	$1M
Sandbox Financial Partners, LLC	Very High 55%	273	498	$1.2M
A Better Way Financial, LLC	Very Low 4%	15	354	$310K
Meridian Wealth Partners, LLC	High 43%	302	707	$1.3M
Henry H. Armstrong Associates, Inc.	Very High 80%	113	141	$8.6M
Ventura Wealth Management	Typical 31%	173	562	$1.1M
Victory Wealth Partners	Very Low 4%	13	351	$180K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Capital Investment Advisors	Low 19%	79	417	$680K
Compass Ion Advisors, LLC	Typical 28%	333	1,177	$1.2M
MFG Investments, LLC	Low 15%	52	344	$430K
Insight Advisors, LLC	Typical 25%	227	894	$870K
Tiller Private Wealth, Inc.	Very High 52%	177	343	$2.1M
UAS Asset Management	High 47%	160	342	$900K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Ethos Financial Group, LLC	Low 22%	382	1,709	$970K
Certior Financial Group, LLC	Typical 35%	165	476	$940K
Stone House Investment Management, LLC	Low 22%	253	1,153	$720K
Networth Advisors, LLC	Low 14%	56	405	$460K
Samalin Wealth	Low 23%	122	539	$900K
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Johnson & White Wealth Management LLC	Low 21%	99	466	$950K
Liberty Asset Management	Very Low 8%	26	328	$420K
Brave Family Advisors	Typical 28%	93	327	$1.9M
Asset One Wealth Management, LLC	Typical 24%	282	1,170	$800K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Financial Consulate	High 39%	328	844	$1.3M
G&H Investments	Typical 29%	38	129	$2.6M
Global Brokerage Services, Inc.	Typical 27%	105	386	$360K
Oaktree Advisors LLC	High 37%	144	386	$720K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Northstar Financial Companies, Inc.	Low 22%	113	507	$1M
DWD Portfolio Solutions, Inc.	Very Low 9%	27	316	$780K
Success Wealth Management LLC	Very Low 1%	11	814	$130K
River Wealth Advisors LLC	High 42%	372	876	$1.6M
Jemma Financial Services	Typical 24%	74	312	$350K
MRA Advisory Group	Typical 25%	125	497	$720K
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
SmartPath Advisors	Very Low 0%	—	369	—
Cypress Financial Planning	Typical 25%	108	427	$1.1M
Ellsworth Advisors, LLC	Typical 25%	212	853	$1.6M
Hoffman Capital Advisors LLC	Low 13%	48	365	$480K
Grant Street Asset Management Inc	High 40%	168	425	$1.6M
Preston Wealth Advisors, LLC.	Low 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
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Embree Financial Group	High 43%	363	835	$1.6M
Kitching Partners, LLC	Very High 92%	110	119	$5.4M
Connors Investor Services Inc	Very High 62%	367	591	$1.5M
City Center Advisors, LLC	Low 13%	55	413	$390K
JMAC Enterprises LLC	Very High 51%	91	177	$3.6M
Wealth Advisors Network, Inc.	Low 22%	102	472	$550K
Thayer Partners LLC	High 40%	140	352	$1.2M
BCR Financial Services, LLC	Very Low 0%	—	526	—
Aptus Financial, LLC	Very Low 0%	—	634	—
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
The Estate Planners Group	Very High 51%	173	340	$1.2M
Buckman Advisory Group LLC	Typical 30%	255	844	$290K
Transcendent Capital Group	Low 14%	71	506	$710K
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Washington Trust Advisors	Very High 51%	400	781	$2.6M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
Lewis Asset Management	High 39%	109	276	$1.4M
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
Henderson Brothers Financial Partners LLC	Typical 33%	342	1,044	$390K
Abundance Wealth Counselors, LLC	High 48%	209	439	$2.5M
Oakbourne Advisors	Low 22%	95	437	$790K
Morton Brown Family Wealth LLC	High 46%	125	272	$1.8M
Fiat Wealth Management	Low 20%	129	647	$800K
Covington Investment Advisors, Inc.	Typical 34%	74	215	$2.9M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Stonebridge Financial Group, LLC	Typical 30%	391	1,287	$1.3M
Blackdiamond Wealth Management, LLC	Typical 26%	96	371	$1.1M
Blue Rock Financial Group	High 47%	125	265	$980K
Entrust Financial LLC	Typical 34%	89	264	$1.3M
Turning Point Financial	Low 13%	101	784	$430K
Thrive Capital Management, LLC	Typical 25%	199	783	$830K
Invariant Investment Management	Low 14%	45	313	$550K
Helium Advisors LLC	Typical 26%	67	260	$830K
Natural Investments	Low 22%	278	1,242	$1.6M
Harvest investment Services, LLC	Low 12%	184	1,500	$410K
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
McDonald Partners LLC	Typical 26%	293	1,131	$860K
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
Cordatus Wealth Management LLC	Very High 66%	203	308	$2M
Lountzis Asset Management, LLC	Very High 64%	99	154	$3.9M
Mckinley Carter Wealth Services, Inc.	Very High 54%	659	1,231	$1.8M
Riggs Asset Management Co Inc	Typical 35%	142	410	$1.5M
Brandywine oak Private Wealth LLC	Very High 69%	351	507	$3.1M
Financial Coach	Typical 32%	81	253	$1.6M
PSI Capital Management	Low 19%	94	503	$750K
Carlson Investments	Typical 31%	107	350	$1.5M
D.B. Root & Company, LLC	Low 13%	95	743	$1.1M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
Trubee Wealth Advisors, Inc.	Typical 24%	166	686	$1.2M
Fort Sheridan Advisors LLC	High 44%	171	389	$2.5M
Corda Investment Management, LLC	High 42%	565	1,359	$1.5M
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
Mitchell Sinkler & Starr	Very High 100%	240	240	$7.3M
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Lifeguide Financial Advisors, LLC	Low 20%	150	766	$720K
Key Group Management, Inc.	Typical 25%	85	335	$890K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Collective Family Office, LLC	Very High 56%	80	143	$3.7M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Westover Capital Advisors, LLC	Very High 53%	125	238	$2.4M
Liberty One Wealth Advisors	Low 11%	26	236	$750K
Bastion Fiduciary	Very Low 0%	—	235	$390K
Bamboo Wealth Strategies	High 37%	84	229	$990K
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Master's Wealth Management Inc.	High 46%	186	405	$1.1M
True Wealth Design, LLC	High 45%	162	360	$1.3M
IFS Group	Typical 27%	72	267	$900K
Forthright Capital	Very Low 1%	9	978	$110K
Passive Capital Management, LLC	Typical 25%	101	399	$2.1M
EWA, LLC	Very High 51%	203	397	$1.9M
Rigden Capital Strategies	Low 13%	33	263	$410K
Ellis Investment Partners, LLC	High 37%	291	786	$1.1M
TGS Financial Advisors	High 39%	100	259	$1.6M
The Kocen Financial Group, Inc.	High 39%	84	213	$820K
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
Edge Wealth Management, LLC	Very High 52%	130	252	$3.2M
Prudent Management Associates	Very High 75%	158	210	$4.8M
Clariti Wealth Advisors	Very High 78%	195	250	$3M
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
IBN Financial Services, Inc.	Very Low 8%	40	497	$150K
RKL Private Wealth	High 49%	462	948	$2.2M
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Guyasuta Investment Advisors, Incorporated	Very High 69%	310	451	$4.9M
Diamond Client Group, LLC	High 49%	180	367	$370K
Wick Capital Partners, LLC	Very High 66%	241	367	$2.5M
One Wealth Advisors, LLC	Very High 61%	246	406	$3M
Paradigm Wealth Advisory LLC	Low 23%	65	280	$710K
Pennsylvania Capital Management Inc.	Very High 55%	109	200	$4.1M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
GFG Solutions	Very High 100%	315	315	$970K
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
Valor Investments and Planning LLC	Very Low 6%	13	235	$380K
Pacifica Capital Investments	Very High 56%	87	156	$3.8M
Venator Management LLC	Very High 83%	65	78	$3.6M
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Kooman & Associates	Very High 51%	158	309	$1.7M
Crusonia Wealth Advisors LLC	Very High 60%	325	540	$2.2M
Radnor Capital Management, LLC	High 42%	80	192	$4.4M
Verity Investment Partners	Very High 58%	264	459	$2.8M
Concentus Wealth Advisors	Very High 54%	183	341	$3.1M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Peak American Investment Advisors, Inc.	Very Low 4%	18	403	$310K
FFT Wealth Management	Very High 100%	73	73	$32M
Econologics Financial Advisors	Very High 54%	157	291	$570K
Montis Financial, LLC	Very High 52%	303	580	$2.2M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
Veery Capital, LLC	Typical 35%	87	252	$1.6M
Weik Capital Management	Very High 54%	97	180	$1.3M
RTD Financial Advisors Inc	Very High 69%	494	719	$2.5M
Centura Wealth Advisory	High 37%	211	574	$2M
Keenan Financial	Very Low 6%	43	751	$270K
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
Almanack Investment Partners	Typical 30%	114	386	$1.8M
Plum Street Advisors, LLC	High 37%	65	175	$2.4M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Conservest Capital Advisors Inc	Very High 73%	204	278	$6.8M
Riversedge Advisors	High 44%	167	382	$2.2M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Black Knight Wealth Management, LLC	Low 19%	84	444	$1.2M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Apforia	Low 15%	56	368	$270K
OLIO Financial Planning	High 42%	153	368	$1.6M
SC&H Wealth	High 37%	248	668	$1.8M
McClarren Financial Advisors	Very High 60%	159	267	$1.7M
Members Wealth LLC	High 49%	81	166	$1.7M
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
Centerview Wealth Advisors, LLC	Typical 28%	47	165	$870K
Martin, Javan Von	High 45%	15	33	$29M
JECohen & CO., LLC	Low 14%	32	224	$290K
Hamilton-Bates Investment Research, Inc.	High 43%	110	253	$240K
Grey Fox Wealth Advisors, LLC	High 38%	118	311	$1.8M
Integrated Wealth Solutions, LLC	Very Low 8%	17	217	$210K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Chadds Ford Wealth Partners, LLC	Very High 82%	49	60	$18M
Defining Wealth	Typical 31%	56	178	$280K
RMR Wealth Management	Low 19%	34	178	$980K
Roble, Belko and Company, Inc.	Very High 64%	150	233	$5.8M
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
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Attleboro Wealth Management LLC	Very High 52%	73	140	$920K
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
1 St Discount Brokerage, Inc.	High 38%	83	216	$590K
Mclean Asset Management Corp.	Very High 53%	258	486	$1.9M
Cabin Advisors, LLC	Typical 30%	112	368	$490K
Access Wealth	Typical 33%	121	363	$1.4M
Sunpointe Investments	Very High 55%	169	309	$2.5M
Next Capital Management LLC	Very High 70%	181	257	$6.6M
Sharp Financial	High 38%	68	178	$2.6M
WJL Financial Advisors	Very Low 0%	—	152	—
Lansing Street Advisors	High 46%	69	150	$3.4M
Hamel Associates, Inc.	Very High 55%	68	123	$4.3M
Interchange Capital Partners	High 44%	86	196	$3.3M
Northstar Asset Management, Inc.	Very High 64%	108	169	$3.8M
ELCO Management Company, LLC	Very High 58%	84	144	$1.5M
Amuni Financial, Inc.	Low 21%	60	283	$680K
The Coury Firm	Very High 57%	117	206	$3.5M
MDRN Capital	Very High 75%	425	569	$600K
Solyco Wealth LLC	Low 21%	33	158	$740K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Clear Capital Management LP	Low 15%	17	112	$550K
Fruitful	Very Low 0%	1	351	$72K
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
Forefront	Low 18%	104	572	$420K
Summit Advisors, LLC	Very High 58%	60	103	$720K
LRI Investments	High 45%	213	477	$4M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
Keener Financial Planning	Very High 75%	144	193	$2.4M
PracticeCFO Investments	Very High 60%	126	211	$800K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Gibraltar Wealth Management, LLC	Very High 56%	51	91	$2.3M
Princeton Global Asset Management LLC	High 47%	166	356	$2.5M
Wealth More Enterprise, Inc.	Very Low 0%	—	89	$1.1K
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
Blacktower Financial Management (US) LLC	Very Low 7%	32	479	$530K
Capital Synergy Partners	Typical 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
GreenLeaf Financial Network, LLC	Low 21%	39	189	$620K
MMA Asset Management LLC	Very High 52%	148	282	$1.2M
Barton Investment Management, LLC	Very High 78%	73	93	$11M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Neptune Wealth	Typical 25%	18	73	$480K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Drexel Morgan & Co.	Very High 100%	12	12	$51M
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Comprehensive Investment Management, LLC	High 42%	23	55	$1M
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	—
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Atlas	Low 15%	7	47	$3.2M
Arx Private Wealth	Very High 57%	13	23	$4.8M
CPC Financial Planning, Inc	Very Low 0%	—	18	—
Sun Global LLC	High 45%	5	11	$420K
Advice Only	—	—	—	—
E. E. Powell & Company Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—

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