AUM per client for Supported firms serving clients in Texas

Supported firms active in Texas 3,537 firms

Very Low $160K-$410K

Low $410K-$690K

Typical $690K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.4M

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

Median: $850K

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Firm	AUM/client	AUM	Clients	HNW client %
Greenway Wealth Advisors, LLC	Typical $1M	$170M	170	27%
Quiver Financial Holdings LLC	Low $490K	$84M	170	41%
Schulz Wealth, Ltd.	Very High $1.8M	$310M	170	61%
Trumix Advisors	Typical $990K	$170M	170	29%
Willner & Heller LLC	High $1.1M	$190M	170	27%
Mentor Capital Management Inc.	Typical $990K	$230M	227	0%
Prosperitus Wealth Advisors	Very Low $310K	$69M	227	11%
Wallace Hart Capital Management	High $1.1M	$240M	227	39%
Cooke Wealth Management, LLC	High $1.2M	$130M	114	39%
D C Voss & Company, LLC	Very High $4.1M	$230M	57	70%
Hicks Financial Partners, LLC	Very Low $310K	$35M	114	25%
Infiniti Wealth Management	High $1.1M	$190M	171	24%
My Wealth Management, Inc.	High $1.3M	$150M	114	56%
Parish Investment Advisors LLC	Typical $780K	$89M	114	39%
Soaring Investment Management, LLC	Low $660K	$110M	171	35%
Tate Asset Management and DCO Wealth Management	High $1.4M	$320M	228	50%
Waverley Wealth Management LLC	Very High $1.8M	$200M	114	61%
Womack Investment Advisers, Inc	Low $520K	$89M	171	16%
EADS & Heald Wealth Management	Typical $980K	$220M	229	47%
Emissary Wealth	Typical $730K	$170M	229	17%
Millennial Wealth	High $1.2M	$280M	229	45%
SL Capital	Typical $1M	$230M	229	28%
Stewardship Concepts Financial Services LLC	Typical $730K	$170M	229	27%
AdvisorsTrust Partners LLC	High $1.4M	$230M	172	42%
Fruth Investment Management	Very High $2.4M	$410M	172	59%
Lightsquare Wealth Management, LLC	High $1.2M	$200M	172	27%
New England Research & Management, Inc.	High $1.6M	$280M	172	44%
Tetley Investments, LLC	High $1.1M	$190M	172	69%
TruAdvisors	Typical $770K	$130M	172	19%
Wacker & Associates, Inc.	Low $560K	$96M	172	23%
Core Financial	Very High $2M	$230M	115	49%
Cornerstone Investment Advisors, LLC	High $1.5M	$170M	115	50%
Freeman & Freeman Private Wealth Management LLC	Very Low $390K	$45M	115	3%
Guelich Capital Management, LLC	Typical $950K	$110M	115	27%
Meyer Capital Management LLC.	High $1.6M	$180M	115	10%
Middleton & Company	High $1.1M	$130M	115	37%
Presidio Financial, LLC	Low $470K	$54M	115	17%
Ronald Gelok & Associates, LLC	Very Low $320K	$75M	230	13%
The Archer Consulting Group, LLC	High $1.7M	$190M	115	49%
YFP Wealth	Very Low $230K	$52M	230	4%
Zuckerman Capital Management, LLC	Typical $1M	$120M	115	45%
Bridgelight Capital LLC	Typical $790K	$140M	173	26%
Fencl Advisory Services, LLC	Low $510K	$88M	173	41%
Kinetic Wealth Investment Advisors, LLC	High $1.2M	$210M	173	55%
Marquam Capital	Very Low $190K	$32M	173	23%
Review Services Inc	High $1.3M	$230M	173	54%
Strivus Wealth Partners LLC	Typical $920K	$160M	173	33%
Succession Financial, Inc	High $1.2M	$210M	173	36%
Valiant Wealth, LLC	High $1.6M	$270M	173	46%
Advize Wealth Management	Low $580K	$67M	116	17%
Alcosta Capital Management, Inc.	Very High $3.6M	$210M	58	90%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
Brilliant Advice, LLC	Very High $3.2M	$370M	116	78%
Camelotta Advisors	Very High $4M	$230M	58	67%
CMG Financial Consulting	High $1.3M	$150M	116	38%
DKM Wealth Management, Inc.	Very High $1.7M	$300M	174	59%
Firethorn Partners, LLC	Very Low $400K	$23M	58	41%
Fortune Financial Group, Inc.	Typical $810K	$140M	174	29%
Kailasa Capital Management LLC	Very High $2.1M	$240M	116	38%
Miller Wealth Advisors, LLC	Very High $1.9M	$230M	116	61%
Outfitter Financial	Very High $2.3M	$140M	58	40%
Purewater Capital, LLC	Low $640K	$150M	232	27%
Quorus Inc.	Typical $830K	$140M	174	75%
RidgeBrooke Capital Management LLC	Low $660K	$76M	116	32%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
The Moorings Group, LLC	Very High $3.6M	$420M	116	78%
Dogwood Wealth Management, LLC	High $1.1M	$260M	233	37%
Cassedy Financial Group, Inc.	High $1.4M	$240M	175	42%
Mighty Oak Strong America Investment Company	Very High $2.3M	$390M	175	50%
Robert Stephen Capital Management LLC	High $1.1M	$200M	175	14%
Allvet Financial	Very Low $11K	$1.3M	117	0%
Cardinal Wealth Advisors, L.L.C.	Typical $700K	$82M	117	22%
Integrity Investment Advisors	Very High $3.4M	$390M	117	66%
McCarter Private Wealth Services LLC	Very High $3.3M	$380M	117	71%
Momentum Wealth Planning	Very High $1.7M	$200M	117	42%
S.F. Ehrlich Associates, Inc.	High $1.6M	$190M	117	47%
Thayer Financial, L.L.C.	Typical $870K	$100M	117	38%
Birch Wealth Management	Very Low $350K	$62M	176	11%
CMC Financial Group, LLC	Low $630K	$110M	176	16%
Delta Wealth Advisors LLC	Typical $830K	$150M	176	37%
Mirretti Perryman Wealth Strategies, LLC	Typical $1M	$180M	176	30%
Higgins & Schmidt Wealth Strategies LLC	High $1.2M	$280M	235	43%
Reframe Wealth, LLC	Very High $1.7M	$390M	235	43%
The Wealthgarden F.S. LLC	Typical $960K	$220M	235	26%
Carter Financial, LLC	High $1.6M	$280M	177	60%
Cascade Investment Advisors, Inc.	Very High $2M	$360M	177	35%
Fairscale Capital, LLC	High $1.2M	$200M	177	31%
Forsythe Wealth Management, Inc.	Low $610K	$71M	118	20%
Heritage Wealth Management Group, Ltd	Typical $850K	$150M	177	23%
Longview Financial Advisors, LLC	Very High $2.7M	$320M	118	61%
Righthand Capital, LLC	High $1.5M	$180M	118	75%
Tyner Capital Management Investment Counsel, Inc.	Very High $4.3M	$250M	59	46%
Xena Financial Planning, LLC	Typical $890K	$100M	118	43%
American Harbour Wealth Management, LLC	Low $470K	$84M	178	18%
Clark & Stuart Inc	High $1.1M	$190M	178	100%
Scherer Financial Advisory Services, LLC	Typical $890K	$160M	178	33%
Brown Financial Group	Very Low $180K	$21M	119	6%
Chancellor Wealth Management, Inc.	High $1.5M	$170M	119	0%
Gables Capital Management, Inc.	High $1.5M	$180M	119	64%
Inception Financial Services	Very Low $240K	$29M	119	3%
Optimist Retirement Group, LLC	Very High $2.1M	$250M	119	60%
Argyle Capital Partners, LLC	High $1.2M	$210M	179	27%
Elevation Wealth Management	High $1.4M	$260M	179	52%
Fortis Wealth Management	Very Low $380K	$68M	179	0%
Holcombe Financial, Inc.	Very High $2.3M	$410M	179	54%
1620 Investment Advisors, Inc.	Typical $990K	$240M	239	20%
Old Bridge Wealth, Inc.	Very Low $320K	$77M	239	28%
St. Johns Investment Management Company, LLC	High $1.5M	$360M	239	46%
360 Ira	—	—	180	0%
Allstreet Capital LLC	Very High $1.8M	$220M	120	50%
Arbor Financial Services, LLC	Low $510K	$120M	240	16%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Eddleman & Eddleman Inc	Very Low $150K	$18M	120	8%
Heritage Oak Wealth Advisors	High $1.4M	$350M	240	26%
Make Way Wealth Management	Low $640K	$77M	120	18%
Mos Capital, Inc.	Very High $1.9M	$230M	120	48%
Mullaney Keating & Wright Inc	High $1.6M	$300M	180	39%
Oceanside Advisors LLC	Typical $760K	$180M	240	71%
Paragon Wealth Management	Typical $730K	$130M	180	17%
Peak Financial Advisors	Very High $2.2M	$260M	120	58%
Shearwater Capital	Very High $2.3M	$420M	180	67%
Village Wealth Advisors	High $1.1M	$260M	240	41%
Accretive Wealth Management, LLC	High $1.2M	$220M	181	98%
Marsh Wealth Management, LLC	Typical $1M	$180M	181	27%
Pleasantdale Wealth Management, LLC	Low $600K	$110M	181	19%
Global Wealth Management, Inc.	Very Low $400K	$49M	121	15%
Oak Asset Management, LLC	High $1.7M	$410M	242	51%
Peace of Mind Financial Planning, Inc	Typical $980K	$120M	121	14%
Redwood Park Advisors	High $1.4M	$170M	121	50%
Sullivan Financial, LLC	Typical $770K	$93M	121	23%
Vega Financial LLC	Low $490K	$60M	121	23%
Longview Financial Advisors, Inc.	High $1.1M	$210M	182	38%
Southport Station Financial Management, LLC	Typical $1M	$190M	182	46%
Stability Partners Advisory Group, LLC	Typical $690K	$130M	182	18%
Vines Capital Management, LLC	Typical $790K	$140M	182	14%
4J Wealth Management, LLC	High $1.4M	$340M	243	50%
Cadia Private Client LLC	High $1.5M	$180M	122	38%
Cannon Beach Financial Advisors	Very High $1.7M	$210M	122	46%
Core Capital Management and Research Inc.	Low $560K	$140M	244	68%
Crossgate Wealth Advisors, LLC	High $1.5M	$270M	183	38%
Dimensions Wealth Management, LLC	High $1.2M	$150M	122	58%
G. Earl Mowrey & Co., L.L.C.	Very Low $300K	$36M	122	5%
Investment Leadership, LLC	Low $680K	$83M	122	23%
Keystone Advisory Group	Low $560K	$68M	122	17%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Red SEVEN	Very Low $360K	$88M	244	7%
RJ Patterson Group	Low $680K	$130M	183	16%
Stagner Financial Advisory	Very Low $330K	$60M	183	16%
Baynes Investment Counsel LLC	Very Low $250K	$61M	245	4%
Matune Basile Advisors	High $1.3M	$320M	245	31%
SFG Wealth Advisors, LLC	Typical $750K	$180M	245	22%
Brindle & Bay Financial Advisors, LLC	Typical $1M	$180M	184	38%
Lowery Thomas, LLC	Very High $2.1M	$380M	184	53%
Pelican Advisory LLC	Low $460K	$85M	184	21%
Banyan Global Investment Advisors, LLC	High $1.3M	$160M	123	50%
Kinwell LLC	Typical $760K	$94M	123	28%
ReliaStar Capital Management, Inc.	Very Low $270K	$33M	123	7%
Joyce Wealth Management, LLC	Very High $2.5M	$460M	185	72%
Nvest Wealth Strategies, Inc.	High $1.3M	$240M	185	25%
Baldwin Financial Advisors, LLC	Very Low $0	$0	247	2%
Scarecrow Advisors, LLC	Very Low $300K	$74M	247	0%
Vawter Financial LTD	High $1.6M	$390M	247	42%
Advocacy Financial LLC	Typical $780K	$97M	124	24%
Atlantis Wealth Advisors LLC	Low $560K	$140M	248	10%
Bellingrath Wealth Management, L.L.C.	Typical $760K	$140M	186	38%
Chapman Investment Management, LLC	Very High $1.9M	$120M	62	39%
Crestmont Private Wealth LLC	Very High $1.9M	$360M	186	35%
Crossroads Planning	Low $510K	$63M	124	16%
Davis, Davis and Conover Wealth Management, LLC	Typical $780K	$140M	186	25%
Dwyer Financial, LLC	Low $410K	$51M	124	28%
Firelands Wealth Management, LLC	Very Low $380K	$70M	186	13%
Gates Investment Advisors, LLC	Very Low $180K	$23M	124	16%
Hillcrest Wealth Advisors - NY, LLC	Very High $6.3M	$390M	62	90%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Walen Financial Group, LLC	Very Low $0	$0	124	0%
Wellness Investment Advisers LLC	Very Low $1.9K	$230K	124	2%
CORE Financial Advisors	Typical $710K	$180M	249	18%
CTS Financial Planning, Inc.	High $1.3M	$310M	249	36%
Halbert Wealth Management, Inc	Low $650K	$160M	249	43%
Sterneck Capital Management LLC	High $1.3M	$320M	249	52%
The Karras Company, Inc.	High $1.5M	$370M	249	37%
Abundant Wealth Management LLC	High $1.3M	$240M	187	7%
Integras Partners, LLC	High $1.3M	$240M	187	43%
McAlister, Sweet & Associates, Inc.	High $1.2M	$220M	187	43%
Together Planning	Typical $940K	$170M	187	30%
Belleair Asset Management, LLC	Very High $1.9M	$230M	125	36%
Capital Investors Advisory Corporation	—	—	125	0%
Capstone Wealth Advisors, LLC	Typical $820K	$100M	125	26%
Great Lakes Retirement Solutions, Inc.	Very Low $170K	$42M	250	2%
Infinity Wealth Counsel, LLC	High $1.2M	$150M	125	37%
Merrithew & Thorsten, Inc.	High $1.2M	$160M	125	43%
On Point CRNA	Low $600K	$75M	125	14%
Retirementadvice \| Jka	High $1.1M	$270M	250	22%
Sphinx Investments LLC	Very Low $370K	$46M	125	9%
Summa Global Advisors, LLC	High $1.1M	$140M	125	33%
Trinity Financial Services, Inc.	Low $610K	$76M	125	26%
Oak Crest Advisory, LLC	Low $480K	$90M	188	18%
Retirement Wealth Solutions LLC	High $1.2M	$230M	188	40%
Fluent Financial, LLC	High $1.3M	$320M	251	35%
Adair Wealth Management	Very Low $410K	$51M	126	17%
Adelmann Financial, Inc.	Typical $840K	$110M	126	23%
Anchor Financial Group	Typical $810K	$100M	126	66%
Antonelli Financial Advisors, LLC	High $1.2M	$230M	189	31%
Bienvenue Wealth LLC	Typical $780K	$99M	126	59%
Cairn Financial Group	Very Low $380K	$72M	189	11%
Carlin Wealth Management Group, LLC	High $1.3M	$240M	189	38%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Hicks Capital Management, LLC	High $1.4M	$340M	252	26%
Irving Planning & Investments, Ltd.	Low $570K	$72M	126	13%
Nollenberger McCullough Investment Advisors LLC	High $1.2M	$73M	63	100%
Nvest Advisors, LLC	Very Low $110K	$20M	189	2%
Odyssey Capital Advisors Inc.	Typical $690K	$170M	252	19%
Schuylkill Financial, LLC	Typical $980K	$120M	126	39%
Shared Vision Wealth Group	Very High $1.8M	$330M	189	40%
Spivak Asset Management, LLC	Very High $7M	$440M	63	83%
The Planning Group	High $1.1M	$280M	252	24%
United Success Wealth Management	High $1.2M	$78M	63	35%
U.S. Private Wealth, LLC	High $1.1M	$200M	189	33%
Van der Noord Financial Advisors, Inc.	High $1.2M	$150M	126	46%
Westwood Wealth Management	Very High $2.2M	$280M	126	32%
Portfolio Design Services, LLC	Low $460K	$120M	253	8%
Affinity Wealth Management, LLC	Very Low $380K	$72M	190	15%
Daviman Financial, LLC	Typical $850K	$160M	190	21%
Maryland Capital Advisors, Inc.	Very High $2.6M	$490M	190	56%
Archer Investment Management	High $1.5M	$370M	254	28%
C.L. Sheldon & Company, LLC	Typical $800K	$100M	127	24%
Guardian Wealth Advisors, LLC	High $1.2M	$300M	254	31%
JDH Wealth Management, LLC	Very High $3.8M	$480M	127	57%
Paragon Financial Partners	Very High $2.6M	$330M	127	67%
Revalue LLC	Very Low $370K	$94M	254	60%
The Menard Financial Group, LLC	Very High $2.6M	$330M	127	34%
Wills Financial Group, LLC	High $1.5M	$380M	254	35%
Birchcreek Wealth Management, LLC	High $1.5M	$290M	191	47%
Forecast Capital Management	Low $560K	$110M	191	16%
Ryan Poage & Co.	Low $600K	$110M	191	13%
Tandem Investment Partners, LLC	Typical $1M	$190M	191	19%
Vitality Capital Management, LLC	Very Low $400K	$75M	191	24%
Return on Life Wealth Partners	High $1.6M	$410M	255	35%
The Professional Financial Company LLC	Typical $810K	$210M	255	28%
Beacon Financial Planners, Inc	Very Low $190K	$12M	64	9%
Ethos Capital Group, LLC	Low $600K	$77M	128	32%
Finances For Real Life	Typical $830K	$110M	128	34%
Financial Service Group Inc	High $1.1M	$210M	192	39%
High Plains Investment Advisors, Inc.	Typical $820K	$100M	128	20%
LifePlan Financial Services, LP	Low $680K	$87M	128	46%
Richardson Financial Services	High $1.2M	$220M	192	55%
Twin Rivers Wealth Management	Low $460K	$120M	256	9%
Markle Financial LLC	Low $520K	$130M	257	18%
Salient Wealth Planning	High $1.2M	$240M	193	27%
Advisors on Call	Very Low $370K	$48M	129	7%
Eagles Coast Wealth Management, LLC	Very Low $390K	$50M	129	9%
Index Wealth Advisors, LLC	Very Low $280K	$36M	129	27%
Jarrod Adams Investing, LLC	Low $650K	$84M	129	13%
Murray Financial Services, Inc.	Typical $990K	$130M	129	11%
Simple Wealth LLC	Very Low $370K	$47M	129	20%
Titan Capital Management	Low $630K	$81M	129	13%
Wise Wealth Partners, LLC	High $1.2M	$150M	129	49%
Agilis Investment Management LLC	Low $420K	$82M	194	84%
Calculated Wealth	Typical $1M	$200M	194	21%
N1 Advisors	Very High $2M	$380M	194	54%
Centerline Wealth Advisors, LLC	High $1.2M	$310M	259	37%
Grange Capital, LLC	Typical $790K	$210M	259	45%
Alpha Capital LLC	Low $520K	$68M	130	10%
Cypress Capital	Low $450K	$120M	260	11%
DL Wealth Management Group	Very Low $0	$0	130	15%
D.M. Wealth Management, Inc.	Very Low $240K	$47M	195	0%
Luna Capital Management, LLC	Low $530K	$68M	130	23%
Naviant Partners, LLC	High $1.3M	$170M	130	44%
S. R. Schill & Associates, Inc.	Typical $730K	$140M	195	31%
White McGowan	Low $580K	$75M	130	11%
Altura Wealth Advisors	Typical $880K	$230M	261	39%
Bonfire Financial, LLC	Typical $750K	$200M	261	21%
Tamalpais Asset Management	Typical $1M	$260M	261	28%
Williams Financial, LLC	Typical $780K	$200M	261	24%
Cargile Investment Management	High $1.6M	$320M	196	30%
Nefpg	High $1.3M	$250M	196	39%
Neuenschwander Asset Management, LLC	Typical $880K	$170M	196	18%
Bruce G. Allen Investments, LLC	Very High $2M	$260M	131	56%
Genesis Investments	Very Low $410K	$110M	262	7%
Harvard Avenue Investment Advisory	Low $430K	$57M	131	12%
Park Capital Group, Inc.	Very Low $400K	$53M	131	14%
Rothman Investment Management, LLC	Low $570K	$75M	131	25%
Trailwise Financial Partners, LLC	Typical $710K	$140M	197	26%
Robbins Farley LLC	Typical $940K	$250M	263	35%
SageOak Financial, LLC	Low $650K	$170M	263	19%
Titan Investment Management LLC	Low $450K	$120M	263	28%
aLuman	Typical $940K	$120M	132	23%
Awm Global Advisors	Typical $780K	$52M	66	21%
Clear Wealth Management	Typical $770K	$100M	132	23%
Commonwealth Financial Planners Inc	Very High $1.7M	$220M	132	50%
Darden Wealth Group	High $1.3M	$350M	264	38%
Enza Financial, LLC	Typical $830K	$160M	198	23%
Equilibrium Wealth LLC	Very High $1.9M	$130M	66	45%
Intentional Living FP	Very Low $310K	$41M	132	25%
Kane Company Wealth Management, Inc.	High $1.4M	$280M	198	39%
Lake Road Advisors, LLC	Typical $700K	$92M	132	71%
Montcalm TCR LLC	Very High $1.8M	$230M	132	45%
SOBITZ Financial Group, LLC	Low $440K	$86M	198	10%
Spring Capital Management	High $1.5M	$200M	132	59%
Symmetry Capital Advisors LLC	Very High $6.8M	$450M	66	97%
TSW Wealth Management	Very High $2.1M	$280M	132	57%
Variant Private Wealth LLC	High $1.3M	$260M	198	69%
Winans Investments	High $1.1M	$280M	264	25%
Zia Capital Investments LLC	Very Low $140K	$9.5M	66	0%
WE Alliance Wealth Advisors, Inc.	Typical $880K	$230M	265	11%
Financial Strategies, Inc.	Typical $750K	$150M	199	10%
Fortune Wealth Management, LLC	Very High $1.9M	$390M	199	51%
Bearing Financial Advisors, LLC	Low $670K	$89M	133	26%
Bowline Financial, LLC	Very Low $340K	$45M	133	8%
Clearview Investment Partners, LLC	Typical $790K	$110M	133	41%
Delta Wealth Solutions, LLC	Low $680K	$91M	133	16%
DeneWiler Capital Management Inc	Typical $760K	$100M	133	51%
Dumaine Investments LLC	High $1.1M	$150M	133	39%
Fusco Financial Services Inc	High $1.1M	$150M	133	36%
Hafnia Financial, Inc.	Very Low $340K	$46M	133	4%
Investment Insight Wealth Management, LLC	High $1.2M	$150M	133	24%
J.K. Financial, Inc.	High $1.5M	$200M	133	96%
Marin Bay Wealth Advisors, LLC	Very High $2.8M	$380M	133	100%
North Bay Wealth Management	Typical $750K	$100M	133	22%
Silverpeak Wealth Advisors	High $1.3M	$180M	133	42%
Timpe & Timpe Financial Advisory Services, L.L.C.	Low $460K	$61M	133	29%
Wilson & Boucher Capital Management, LLC	Very High $2M	$260M	133	50%
Archway Wealth Management, LLC	Very High $1.7M	$350M	200	45%
Avondale Wealth Management LLC	High $1.6M	$330M	200	37%
One Life Financial Group, Inc.	Low $590K	$120M	200	32%
Tactivest, LLC	Low $570K	$110M	200	21%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
Arena Wealth Management LLC	Low $600K	$80M	134	20%
CPA Advisory Services, P.C.	Low $560K	$76M	134	15%
East Coast Wealth Management, Inc.	Typical $760K	$150M	201	30%
Kohlhepp Investment Advisors, Ltd.	Typical $1M	$200M	201	15%
NFI, LLC	Low $450K	$60M	134	10%
Stone Oak Wealth Management, LLC	High $1.3M	$340M	268	32%
Braun-Bostich & Associates Inc.	Typical $910K	$240M	269	33%
First Choice Financial Services LLC	—	—	269	0%
TL Private Wealth	High $1.4M	$360M	269	46%
Barden Capital Management, Inc.	Typical $910K	$180M	202	21%
Fjell Capital	Typical $890K	$180M	202	24%
Odiorne Point Asset Management, LLC	Very Low $330K	$66M	202	0%
Sugar Maple Asset Management, LLC	High $1.4M	$280M	202	21%
TandemGrowth Financial Advisors, LLC	High $1.5M	$300M	202	67%
5T Wealth, LLC	High $1.1M	$290M	270	24%
Cottage Street Advisors	Very High $2.5M	$330M	135	38%
Decision Investments, Inc.	High $1.1M	$150M	135	36%
Greenshields Capital LLC	High $1.4M	$190M	135	53%
J.R. Prunier Capital Management LLC	Very High $3M	$410M	135	20%
Rise Private Wealth Advisors	Low $470K	$63M	135	20%
Singer Wealth Management	Typical $880K	$120M	135	27%
Haddonfield Financial Planning LLC	Low $650K	$130M	203	34%
Quarry Hill Advisors	Very High $1.9M	$390M	203	65%
The Sherry Group, Inc.	Low $640K	$130M	203	19%
VanWeelden Wealth Management, LLC	Low $670K	$140M	203	37%
Pinnacle Wealth Management, Inc.	Low $440K	$120M	271	26%
994 Group	High $1.2M	$240M	204	41%
Augustus Wealth, LLC	Typical $730K	$99M	136	33%
Bradley Wealth LLC	Typical $960K	$200M	204	25%
Conservative Wealth Management LLC	Very High $5M	$340M	68	82%
Crossgen Wealth LLC	High $1.1M	$160M	136	15%
Elmwood Wealth Management	Very High $2.3M	$460M	204	62%
Fortified Wealth	Very Low $240K	$16M	68	15%
Iowa Wealth Management, LLC	Typical $840K	$110M	136	28%
L & M Wealth Management and Retirement Solutions, LLC	Low $490K	$67M	136	15%
Moore Wealth	Typical $740K	$150M	204	22%
RossJohnson & Associates, LLC	Typical $750K	$210M	272	29%
Skrobonja Wealth Management, LLC	Very Low $220K	$46M	204	2%
Uptown Capital Advisors	High $1.1M	$150M	136	68%
Wealthcollab	Very High $4.7M	$320M	68	71%
Blue Heron Capital	Low $500K	$100M	205	39%
J2 Capital Management, Inc.	Typical $890K	$180M	205	37%
Providence Wealth Management LLC	Typical $740K	$150M	205	23%
Antonetti Capital Management, LLC	Typical $920K	$130M	137	25%
Banyan Capital Management, Inc.	Very High $1.9M	$270M	137	43%
Excomp Asset Management Ltd	Typical $920K	$130M	137	26%
First Family Wealth	Low $640K	$87M	137	100%
Freedom Capital Advisors Inc	Very Low $330K	$45M	137	66%
Investment Strategies, LLC	Very Low $49K	$6.7M	137	5%
Mindset Wealth Management, LLC	Typical $1.1M	$290M	274	69%
Philadelphia Investment Partners, LLC	High $1.1M	$150M	137	40%
Syrios Wealth Management Group	Very High $2.2M	$310M	137	42%
Bison Financial Group, LLC	Very Low $350K	$96M	275	15%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Private Wealth Solutions, LLC	Very High $1.8M	$500M	275	42%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Anchor Capital Management, LLC	Typical $830K	$57M	69	77%
Conscious Capital Wealth Management, LLC	Low $630K	$130M	207	32%
Fairfield Financial Advisors	Very High $2.2M	$310M	138	51%
Guilbault Capital	Very High $2.1M	$300M	138	78%
Lang & Becker, Inc.	Typical $890K	$120M	138	64%
Park Place Wealth Advisors, Inc	Low $590K	$81M	138	17%
Polaris Investment Advisors, LLC	High $1.3M	$180M	138	36%
Private Family Wealth Advisors	Very High $2.8M	$390M	138	54%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
Peak Wealth Management LLC	Typical $730K	$150M	208	32%
Avina Financial Group, Inc.	Very Low $380K	$53M	139	18%
Core Wealth Management, Inc.	High $1.4M	$390M	278	47%
Financial Independence, LLC	Typical $1M	$290M	278	31%
Invera Wealth Advisors LLC	High $1.6M	$220M	139	23%
Kagan Coccoza Asset Management	High $1.2M	$170M	139	37%
Partnership Wealth Management	Very High $1.7M	$230M	139	45%
Pinnacle Wealth Management, LLC	Low $690K	$95M	139	21%
Shinneman Wealth Group	Very Low $230K	$31M	139	0%
SJBenen Advisory, LLC	Very High $2.6M	$360M	139	35%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
Tableaux Wealth	High $1.1M	$230M	209	29%
Palatine Hill Wealth Management	Typical $1M	$290M	279	16%
Relevance Capital Management	Very High $1.8M	$490M	279	51%
Adkins Seale Capital Management LLC	Very High $2.8M	$390M	140	63%
Amida Wealth Advisors, LLC	Typical $770K	$54M	70	23%
Approach Retirement Advisors, LLC	High $1.6M	$220M	140	42%
Beaumont Asset Management, LLC	High $1.6M	$340M	210	38%
Cardinal Capital Management, LLC	Low $680K	$95M	140	19%
Cole Wealth Management, LLC	Low $610K	$170M	280	18%
Frank Financial Advisors	High $1.3M	$190M	140	43%
Glass Lakes Capital Management LLC	High $1.3M	$180M	140	64%
Luminvest Wealth Management LLC	Very High $2.8M	$400M	140	81%
Parkview Asset Management, Inc.	High $1.2M	$170M	140	65%
Schmidt Financial Management	Very High $3.6M	$500M	140	69%
SLO Money Managers	Typical $1M	$140M	140	44%
Womack Financial LLC	High $1.1M	$160M	140	43%
Cannon Capital Management, Inc.	High $1.2M	$250M	211	27%
Secure Retirement Financial & Insurance Services Corp.	Low $480K	$100M	211	11%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
AlpenGlobal Capital, LLC	High $1.3M	$180M	141	57%
Asset Planning Services Inc	Very High $2.5M	$360M	141	48%
Coastal Capital Advisors	Very Low $370K	$52M	141	11%
Locker Financial Services, LLC	High $1.5M	$210M	141	46%
Pathwise	Very High $1.8M	$250M	141	55%
The Financial Legacy Group	Typical $730K	$100M	141	44%
Watch Guard Capital LLC	Low $500K	$70M	141	13%
Heckman Financial & Insurance Services, Inc.	Very Low $390K	$110M	283	23%
Marks Wealth Management	High $1.4M	$410M	283	47%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Cedar Spring Advisors, LLC	Low $590K	$170M	284	19%
Douglass Investment Group	High $1.1M	$160M	142	39%
Nathan G. Hanna, LLC	Very Low $220K	$31M	142	3%
Octavia Investments LLC	Very High $4M	$280M	71	85%
Olive Branch Capital, LLC	Typical $990K	$140M	142	28%
Rydar Equities, Inc.	High $1.4M	$200M	142	40%
Sanchez & Zures, LLC	Very High $1.7M	$240M	142	44%
SilverOak Investments, LLC	Low $450K	$63M	142	10%
Wealth 360, LLC	Low $620K	$88M	142	24%
Eaton-Cambridge Inc.	High $1.6M	$440M	285	50%
Daniel Investment Group Inc.	Typical $980K	$210M	214	28%
FIT Wealth Management	Low $690K	$150M	214	20%
Amara Financial, LLC	Very High $1.7M	$250M	143	41%
Edward Haro Financial, LLC	Very Low $120K	$17M	143	7%
ILG Private Wealth, Inc.	Low $580K	$83M	143	10%
Martin Capital Partners, LLC	Low $680K	$200M	286	12%
McDonnell Capital Management	Typical $1M	$140M	143	24%

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