AUM per client for Team firms in Texas

Firm	AUM/client	AUM	Clients	HNW client %
Tom Johnson Investment Management, LLC	Very Low $270K	$1.5B	5,437	25%
Fagan Associates Inc	Low $510K	$910M	1,763	14%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Financial Directions LLC	Very Low $300K	$740M	2,488	6%
Retirement Management Systems	Low $620K	$1.9B	3,032	18%
Gearhart & Associates	Very Low $290K	$840M	2,884	7%
RSW Investments	High $1.6M	$2.3B	1,412	62%
Estabrook Capital Management LLC	Typical $1.1M	$750M	697	21%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
McGowan Group Asset Management, Inc.	Very Low $220K	$1B	4,754	23%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Jazz Wealth Managers, Inc.	Very Low $150K	$460M	3,182	1%
Hoey Investments, Inc.	Typical $1.3M	$790M	589	31%
Minneapolis Portfolio Management Group, LLC	Low $550K	$960M	1,732	35%
Main Street Retirement Planning, LLC	Very Low $420K	$720M	1,688	9%
Absolute Capital Management, LLC	Very Low $220K	$370M	1,663	7%
Hollow Brook Wealth Management LLC	High $2.3M	$1.3B	549	84%
Bellatore Financial, Inc.	Typical $1.1M	$580M	547	35%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Mariner	Low $780K	$2.8B	3,537	1%
Financial Concepts	Very Low $420K	$1.1B	2,518	12%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%
Kiley Juergens Wealth Management, LLC	Low $590K	$1.7B	2,937	21%
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
Campbell Newman Asset Management Inc	Low $760K	$1.1B	1,422	17%
Professional Financial Advisors, LLC	Very Low $150K	$500M	3,314	6%
Miller Tabak Asset Management	Typical $1.3M	$1.2B	936	0%
Granite Investment Partners, LLC	High $2.2M	$1B	462	58%
Oliver Capital Management	Typical $950K	$430M	452	24%
Rudney Associates	High $2M	$900M	450	56%
John A. Wolfe & Associates, Inc.	Typical $1.2M	$550M	446	39%
180 Wealth Advisors, LLC	Typical $970K	$1.3B	1,320	41%
Weinand Financial, Inc.	Typical $1.4M	$610M	437	38%
Catalyst Wealth Management LLC	Very Low $11K	$110M	9,549	0%
Wilsey Asset Management Incorporated	Low $810K	$690M	844	18%
Vantage Financial Group, Inc.	Very Low $330K	$820M	2,482	33%
MTM Financial Group, LLC	Very Low $230K	$770M	3,273	0%
American Financial Advisors, LLC.	Typical $1.1M	$940M	816	37%
Baltimore-Washington Financial Advisors	Low $560K	$3B	5,272	17%
Weber Asset Management, Inc.	High $1.6M	$650M	405	42%
Tanager Wealth Management	High $1.7M	$1.3B	801	45%
Alexander Labrurerie & Co., Inc.	Low $520K	$620M	1,184	26%
Kozak & Tripp Private Asset Management, Inc.	Typical $1M	$790M	775	20%
Revisor Wealth Management LLC	Low $780K	$2.4B	3,070	17%
Compass Financial Group, INC	Very Low $460K	$1.2B	2,675	10%
Southern Financial Group, LLC	Typical $920K	$1B	1,140	31%
Barnes Pettey Financial Advisors, LLC	Very Low $330K	$990M	3,024	31%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
Allen Wealth Management, LLC	Low $600K	$660M	1,099	18%
Benjamin F. Edwards Wealth Management, LLC	Low $620K	$690M	1,099	1%
Tony Walker Financial	Very Low $200K	$370M	1,828	3%
Wealthcare Investment Partners LLC	Very Low $460K	$830M	1,816	25%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Cardiff Park Advisors	Very High $8.2M	$2.9B	358	100%
Nest Egg	Very Low $46K	$130M	2,819	0%
Van Leeuwen Retirement & Investment Services	Low $780K	$550M	700	25%
McMill CPA and Advisors	Very Low $110K	$620M	5,574	25%
Portfolio Design Labs, LLC	High $1.6M	$550M	346	28%
N.E.W. Advisory Services, LLC	Very Low $330K	$1.6B	4,842	11%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Bright Financial Advisors, Inc.	Typical $1.1M	$730M	663	34%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Horst & Graben Wealth Management, LLC	Low $660K	$850M	1,299	17%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Rosel Wealth Management, LLC	High $1.9M	$600M	317	56%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Aspire Growth Partners LLC	Typical $1.2M	$1.1B	939	34%
Forge Financial	Very Low $310K	$1.5B	4,674	23%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
Financial Management Strategies, Inc.	Very Low $330K	$620M	1,852	32%
Guardian Wealth Strategies, LLC	Typical $900K	$1.1B	1,234	30%
Investment Advisory Group LLC	Low $790K	$1.2B	1,542	18%
ACT TWO INVESTORS LLC	High $2.1M	$640M	306	85%
Capital Investment Counsel Inc	Low $750K	$910M	1,221	37%
Lincoln Capital, LLC	Low $590K	$710M	1,210	53%
Market Investment Group, LLC	Very Low $230K	$420M	1,814	3%
Financial Network Wealth Advisors LLC	Very Low $260K	$460M	1,764	6%
Vermillion Wealth Management Inc.	Very Low $290K	$420M	1,464	6%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Melia Wealth LLC	Very Low $480K	$560M	1,163	13%
O'Rourke & Company, Incorporated	Typical $930K	$540M	580	85%
Castle Rock Wealth Management, LLC	Very Low $290K	$580M	2,024	5%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
AM Investment Strategies, LLC	Typical $1.3M	$730M	576	24%
Dynamic Financial Group	Low $620K	$540M	862	19%
The Capital Advisory Group Advisory Services, LLC	Very Low $360K	$520M	1,424	72%
SYCAMORE FINANCIAL GROUP	Low $680K	$770M	1,136	16%
Valtinson Bruner Financial Planning	Very Low $360K	$710M	1,985	9%
Reliant Wealth Planning, LLC	Very Low $350K	$600M	1,700	38%
Tradewinds Capital Management, LLC	Very Low $330K	$720M	2,224	9%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Navigate Private Wealth, LLC	Very Low $270K	$530M	1,929	11%
Weaver Consulting Group, LLC	Typical $920K	$1B	1,085	35%
Copley Financial Group, Inc.	Very Low $120K	$330M	2,690	0%
Graybill Wealth Management, Ltd.	High $1.9M	$510M	269	38%
Guerra Wealth Advisors	Very Low $130K	$380M	2,951	17%
CFM Wealth Partners LLC	Very High $3M	$810M	267	49%
BW & Associates, Inc.	Typical $1.3M	$690M	529	29%
Lineweaver Wealth Advisors	Very Low $450K	$940M	2,096	8%
DT Investment Partners, LLC	Typical $1.3M	$1.7B	1,296	24%
Diligent Investors, LLC	Low $670K	$510M	761	25%
Parady Wealth Management	Very Low $110K	$140M	1,261	1%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Levin Capital Strategies, L.P.	Very High $5.1M	$1.3B	250	53%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
CovingtonAlsina	Very Low $230K	$280M	1,236	7%
Tamar Securities, LLC	Very Low $340K	$1.4B	4,198	5%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
Evergreen Advisors, LLC	Typical $870K	$420M	487	27%
Drake & Associates, LLC	Very Low $180K	$610M	3,401	19%
Richard Young Advisors	Low $610K	$1.2B	1,940	17%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
Front Street Capital Management, Inc.	Low $510K	$610M	1,185	17%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
StraightLine	Low $490K	$1.2B	2,358	11%
93 Financial Group, LLC	Low $770K	$900M	1,175	26%
Kelly Financial Services LLC	Very Low $450K	$620M	1,401	15%
Elite Wealth Management, Inc.	High $1.9M	$860M	465	37%
McNamara Financial Services, Inc.	Low $850K	$790M	928	32%
Invictus Private Wealth, LLC	Very High $3.7M	$1.7B	461	59%
Schnieders Capital Management, LLC.	High $2.1M	$970M	459	40%
Family Wealth Planning Partners	Very Low $180K	$210M	1,141	4%
CGC Financial Services	Low $750K	$850M	1,140	18%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
WestEnd Advisors, LLC	Very Low $430K	$1.7B	4,050	6%
Colonial River Wealth Management LLC	Very Low $260K	$460M	1,798	10%
Affiliated Financial Advisors Inc	Low $600K	$540M	898	20%
Nelson Securities,Inc.	Very Low $130K	$270M	2,016	0%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Storehouse Financial LLC	Very Low $180K	$240M	1,330	3%
Innovative Wealth Building LLC	Very Low $370K	$660M	1,770	11%
GR Financial Group, LLC	Low $680K	$1B	1,548	19%
Chatterton & Associates	Low $860K	$1.3B	1,542	26%
SEM Wealth Management	Very Low $380K	$750M	1,980	13%
Phoenix Wealth Advisors Inc.	Very Low $400K	$620M	1,538	35%
Key Client Fiduciary Advisors, LLC	Very Low $330K	$730M	2,195	9%
Johnson Brunetti	Very Low $460K	$2.8B	6,038	12%
Rockline Wealth Management LLC	Low $740K	$640M	861	39%
McIlrath & Eck, LLC	Typical $1.1M	$1.4B	1,287	32%
Capital Investment Management, Inc	Low $520K	$560M	1,072	13%
REAP Financial Group, LLC	Low $500K	$650M	1,284	13%
Dougherty & Associates Financial Advisors, Inc.	Very Low $360K	$380M	1,069	7%
Horizon Wealth Management	Low $800K	$1B	1,280	32%
Coquina Private Wealth Advisors	Very Low $270K	$400M	1,488	44%
Cordgrass Capital Advisors, LLC	Typical $1M	$440M	425	31%
MBE Wealth Management, LLC	Very Low $290K	$750M	2,536	7%
North Star Investment Management Corporation	Low $770K	$2B	2,536	20%
Spectrum Financial Alliance, Ltd., L.L.C.	Typical $1.1M	$660M	630	38%
Sweeney & Michel, LLC	Typical $1M	$630M	627	16%
Titan Retirement Advisors LLC	Typical $1.3M	$260M	208	24%
Five Talents Financial Management Group LLC	Very Low $250K	$260M	1,039	5%
Kennedy Investment Group	Low $610K	$630M	1,036	12%
Hahn Financial Group	Very Low $99K	$180M	1,846	3%
Materetsky Financial Group	Typical $870K	$710M	818	40%
Jacksonville Wealth Management	Low $520K	$530M	1,020	51%
Capital Advisers, Inc.	Low $770K	$470M	610	10%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Rockport Wealth Advisors	Very Low $420K	$670M	1,612	15%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Whitaker-Myers Wealth Managers, Ltd.	Very Low $230K	$790M	3,422	5%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Pacific Sage Partners, LLC	Typical $1.2M	$950M	804	28%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
Cullinan Associates, Inc.	High $2.2M	$1.3B	599	49%
Split Rock Private Trading and Wealth Management LLC	Very Low $300K	$300M	997	40%
Adk Wealth Advisory Group	Low $640K	$760M	1,195	45%
Newport Wealth Advisors, Inc.	Very Low $220K	$260M	1,193	5%
Asset Dedication, LLC	High $1.5M	$2.9B	1,986	42%
Strategic Planning Group	Low $560K	$880M	1,582	22%
New England Capital Financial Advisors LLC	Low $520K	$610M	1,185	15%
Clarity Financial Advisors LLC	Very Low $150K	$140M	985	2%
Focused Wealth Management, Inc.	Low $580K	$1.3B	2,163	14%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Uncommon Cents Investing	Typical $870K	$510M	589	25%
Vantus Wealth	Very Low $320K	$310M	980	14%
Mach-1 Financial Group, LLC	Very Low $350K	$540M	1,566	10%
WP Advisors, LLC	High $1.5M	$590M	391	53%
The Pacific Center For Financial Services	Typical $1.2M	$960M	781	42%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
Berkeley Capital Partners, LLC	Low $490K	$760M	1,557	12%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
KWB Wealth	Low $620K	$1.2B	1,935	45%
Intergy Private Wealth, LLC	Typical $1M	$600M	580	40%
Bruni J V & Co	High $2.3M	$900M	386	68%
Stuart Investment Advisors, Inc.	High $1.6M	$610M	386	44%
Bruton Chisnell Advisors, LLC	Low $700K	$410M	577	32%
Andrews, Lucia Wealth Management LLC	Very High $2.8M	$540M	192	61%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Safeguard Investment Advisory Group, LLC	Very Low $400K	$690M	1,726	23%
Campbell Deegan Financial	Typical $970K	$740M	766	25%
Essential Planning, LLC	Typical $920K	$520M	573	28%
Reagan Companies Asset Management, Inc	Typical $1.2M	$900M	764	37%
NorthCape Wealth Management	Typical $1.2M	$670M	570	29%
Fellowship Financial Planning	Very Low $410K	$470M	1,130	11%
Sand Creek Capital, LLC	Very Low $400K	$380M	939	33%
Arkfeld Wealth Strategies, L.L.C.	Low $570K	$540M	937	14%
210 Financial	Very Low $260K	$240M	936	3%
New Vernon Wealth Management LLC	Very High $4.2M	$780M	187	52%
Orange Investment Advisors, Inc.	Typical $970K	$1.3B	1,307	28%
Ascend Investment Partners	Low $670K	$620M	931	20%
Grandfield & Dodd, LLC	Very High $2.9M	$2.2B	742	25%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Mcrae Capital Management Inc.	Typical $920K	$680M	736	100%
Wealth Alliance Advisory Group, LLC	Low $820K	$750M	916	24%
Financial Strategies Group, Inc	Low $520K	$670M	1,281	15%
Kaydan Wealth Management, Inc.	Low $650K	$720M	1,098	33%
West Wealth Group, LLC	Very Low $220K	$620M	2,736	3%
Gaddis Premier Wealth Advisors LLC	Very Low $250K	$370M	1,458	15%
Legacy Financial Group	Low $690K	$1B	1,450	22%
Rosecap Investment Advisors, LLC	Low $690K	$500M	721	40%
Summit Financial Working with People You Trust	Very Low $170K	$180M	1,081	8%
Cfci	Low $510K	$550M	1,078	14%
Sanchez Wealth Management Group, LLC	Typical $1M	$560M	538	32%
Nectarine	Very Low $0	$0	3,210	19%
Benin Management Corp	Typical $1.3M	$460M	356	51%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Teamwork Financial Advisors, LLC	Very Low $400K	$1B	2,480	40%
Integrated Capital Management, Inc.	Very Low $170K	$150M	882	1%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
Syntegra Private Wealth Group LLC	Low $660K	$1.4B	2,112	17%
IAM Advisory LLC	Very Low $430K	$690M	1,583	14%
James T. Borello & Co.	Low $730K	$510M	700	24%
Retirement Investment Advisors Inc	Typical $1M	$1.4B	1,399	29%
American Wealth Management	Low $840K	$730M	873	23%
J.M. Forbes & Co. Llp	High $1.4M	$1.5B	1,041	34%
MCCAY WEALTH ADVISORY LLC	Low $500K	$430M	859	39%
The Lloyd Advisory Group	Very Low $350K	$430M	1,202	5%
Financial Designs Corporation	Typical $990K	$510M	515	34%
GuideStream Financial, Inc.	Very Low $240K	$210M	854	5%
Prentice Wealth Management LLC	Low $540K	$550M	1,024	5%
Sterling Investment Counsel, LLC	Typical $1.1M	$980M	853	36%
Tempo Wealth	Typical $940K	$800M	853	61%
Saratoga Research & Investment Management	Low $750K	$1.9B	2,554	18%
Retirable	Very Low $140K	$300M	2,210	12%
GRP Retirement Planning	Very Low $180K	$160M	846	6%
Sage Advisors, LLC	Low $770K	$520M	675	22%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Wisdom Financial Services, L.L.C.	Low $510K	$780M	1,518	0%
Big Sioux Wealth Management	Very Low $270K	$230M	843	29%
New Harbor Financial Group, LLC	Low $800K	$810M	1,010	28%
Clarity Wealth Advisors	High $2.1M	$710M	336	66%
LVM Capital Management Ltd	Typical $880K	$1.2B	1,341	100%
Financial Innovations, LLC	High $1.5M	$510M	334	70%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Cross Financial Advisors	Very Low $260K	$470M	1,831	30%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Harfst and Associates, Inc.	High $1.4M	$710M	499	26%
O'Donnell Financial Services, LLC	Very Low $430K	$420M	995	9%
Capital Advisors Wealth Management	Typical $920K	$910M	993	29%
MSA Financial	Typical $1M	$1.4B	1,324	36%
Parker Investment Management, LLC	High $2.2M	$730M	331	57%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
Carter Financial Group, Inc.	Very Low $450K	$370M	826	6%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Wealth Preservation Advisors, LLC	High $1.8M	$590M	330	33%
SageGuard Financial Group, LLC	Very Low $310K	$760M	2,469	5%
Rogan & Associates	Very Low $480K	$710M	1,481	20%
Cloud Investments, LLC	Very Low $410K	$400M	980	8%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Southern Capital Advisors, LLC	Low $770K	$630M	812	20%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Greenbush Financial Group, LLC	Low $560K	$360M	648	31%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Westwind Capital	Low $760K	$740M	972	24%
Academy Capital Management	Typical $1.2M	$1.1B	962	4%
Whitener Capital Management, Inc	Low $660K	$520M	800	30%
Nvest Financial, LLC	Low $840K	$670M	799	24%
Advisors Management Group Inc	Very Low $430K	$820M	1,912	5%
Byrne Financial Freedom, LLC	Low $560K	$530M	956	40%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Kohmann Bosshard Financial Services, LLC.	High $2.1M	$1B	475	46%
Mid-American Wealth Advisory Group	Very Low $350K	$330M	948	5%
Vision Retirement	Low $560K	$620M	1,106	41%
Compass Financial Services	Very Low $360K	$400M	1,105	29%
Financial Security Management, Inc	Low $550K	$610M	1,102	12%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
Sequent Asset Management, LLC	Very High $3M	$930M	314	93%
Triumph Capital Management	Very Low $280K	$620M	2,193	17%
Equity Wealth Partners, LLC	Very Low $270K	$260M	939	5%
KLCM Advisors, Inc.	Very High $2.8M	$1.8B	625	64%
Able Wealth Management LLC	Low $520K	$490M	937	21%
TLWM Financial	Very Low $470K	$580M	1,249	25%
IAG Wealth Partners, LLC	Low $790K	$1.8B	2,339	23%
PSI Advisors, LLC	Very Low $440K	$760M	1,704	33%
Affinity Investment Group, LLC	Typical $1.2M	$560M	461	52%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
Lord and Richards	Very Low $100K	$130M	1,228	7%
LVZ, Inc.	Very Low $450K	$1.1B	2,438	5%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Fischer Financial Services Inc	Typical $960K	$590M	609	25%
The Wellington Grp LLC	Very Low $310K	$470M	1,516	5%
Retirement Planning Solutions, LLC	Very Low $390K	$470M	1,210	6%
Aspire Capital Advisors LLC	Low $520K	$1B	1,956	14%
Demming Financial Services Corp.	Typical $900K	$670M	751	29%
Red Oak Financial Group	Low $590K	$620M	1,051	0%
IFC	Very Low $150K	$150M	1,048	3%
Guardian Asset Advisors, LLC	Very Low $230K	$270M	1,196	8%
Everest Financial Group	Low $520K	$1B	1,940	18%
Hamilton Wealth, LLC	High $1.5M	$690M	447	40%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
Westchester Capital Management Inc	Typical $1.1M	$500M	445	44%
Hubbell Strickland Wealth Management, LLC	Typical $1.3M	$560M	444	36%
Total Investment Management, Inc.	Typical $1.1M	$1.4B	1,184	34%
Brucke Financial, Inc.	Very Low $340K	$250M	738	24%
Compass Financial Advisory Services, LLC	Low $510K	$530M	1,031	35%
Arbor Trust Wealth Advisors, LLC	Typical $1.3M	$570M	441	41%
C2 Private WEalth	Typical $870K	$1.8B	2,056	25%
Keystone Financial Services, LLC	Very Low $220K	$230M	1,028	3%
Strategic Wealth Group	Very Low $430K	$1.5B	3,524	33%
Redmond Asset Management, LLC	High $1.5M	$430M	292	39%
Stonebrook Private LLC	High $1.5M	$880M	582	45%
Walsh & Associates, LLC	Low $620K	$810M	1,307	37%
Wealth Advisors Group	Typical $1M	$1.1B	1,013	28%
Bridgewealth Advisory Group, LLC	Typical $950K	$690M	723	24%
Spectrum Financial Resources	Very Low $330K	$240M	723	19%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Stillwater Capital Advisors, LLC	High $2.3M	$1.3B	577	45%
Drucker Wealth	Typical $1.1M	$770M	721	46%
Barrett & Company	Low $840K	$480M	576	24%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
J.W. Burns & Company, Inc.	High $1.5M	$880M	572	47%
Sowa Financial Group	Typical $900K	$520M	572	27%
Munn Wealth Management, LLC	Very Low $320K	$220M	714	13%
Aljian Capital Management	High $1.4M	$610M	428	36%
Martel Wealth Advisors, LLC	Typical $1.2M	$1.2B	998	38%
Advantage Wealth Partners	Typical $1.1M	$650M	570	35%
Atwater Malick	High $1.9M	$550M	285	57%
Professional Planning Group	Typical $1M	$1.3B	1,281	30%
Robertson Investment Management	Very Low $430K	$490M	1,138	67%
MEDIQUS Asset Advisors, Inc.	High $1.4M	$1B	711	42%
Maple Capital Management, Inc.	High $1.5M	$2.4B	1,563	42%
Pegasus Asset Management Inc	High $1.6M	$460M	284	44%
Matheson & Rock Wealth Management, LLC	Typical $1.1M	$480M	425	38%
Chatham Wealth Management	High $1.5M	$640M	424	89%
LWM Advisory Services, LLC	Low $740K	$740M	989	19%
Sutterfield Financial Group, Inc.	Very Low $180K	$170M	989	5%
Alliance Wealth Management Partners LLC	Very Low $310K	$220M	706	16%
B.A. Schrock Wealth Management	Very Low $400K	$280M	706	13%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Key Financial, Inc.	High $2M	$2.8B	1,409	49%
Evergreen Wealth Management, LLC	Very Low $350K	$250M	704	7%
Evans Capital Management Associates	Typical $1.2M	$490M	422	31%
Rollins Financial Advisors, LLC	High $1.6M	$1.5B	982	41%
Greatmark Investment Partners, Inc.	Very High $2.4M	$1B	420	47%
Wealth Management Advisors, LLC	Low $740K	$510M	698	29%
Zevin Asset Management, LLC	Typical $1.1M	$590M	558	81%
Bristol Wealth Group	Typical $940K	$790M	836	12%
Consolidated Financial	Very Low $350K	$250M	695	16%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
W.A. Smith Financial Group	Low $700K	$1.2B	1,665	20%
Cedar Mountain Advisors, LLC	Typical $980K	$820M	832	29%
Opus Capital Management	High $2.2M	$910M	415	62%
Wallace Capital Management, Inc.	Very High $2.4M	$980M	415	63%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
J. L. Bainbridge & Co., Inc.	High $1.6M	$1.3B	828	42%
Planned Solutions, Inc.	Low $810K	$670M	827	28%
Legacy Wealth Management Group, Inc.	Very Low $300K	$290M	963	19%
Rezny Wealth Management, Inc.	High $1.8M	$510M	275	73%
Rothschild Wealth LLC	Very Low $440K	$1.6B	3,569	45%
Avity Investment Management Inc.	Very High $6.2M	$1.7B	274	88%
Purkiss Capital Advisors, LLC	High $2.1M	$840M	409	38%
Jennings & Associates Financial Advisors, LLC	Very Low $350K	$240M	680	26%
Pathway Financial Advisers, LLC	Low $640K	$520M	815	17%
Azzad Asset Management, Inc.	Low $830K	$1.2B	1,494	33%
MPS-LORIA Financial Planners, LLC	Typical $1.2M	$830M	679	28%
Ballast Advisors, LLC	Low $810K	$660M	814	21%
Howe and Rusling, Inc.	High $2.1M	$2.3B	1,081	56%
Financial Partners Group, Inc.	Typical $940K	$1.1B	1,213	31%
Talbot Financial, LLC	Very High $5M	$1.3B	269	93%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Altiora Financial Group, LLC	Very High $7.3M	$980M	134	78%
Werba Rubin Papier Wealth Management, LLC	High $2M	$1.4B	670	47%
CWS Financial Advisors LLC	High $1.6M	$1.3B	802	48%
SevenBridge Financial Group, LLC	High $1.7M	$700M	401	35%
Chicago Oakbrook Financial Group	Low $830K	$1.1B	1,336	14%
Carson Advisory Group	Typical $900K	$840M	933	41%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Richmond Brothers, Inc.	Very Low $350K	$230M	665	15%
E. S. Barr & Company	Very High $4.7M	$1.9B	398	68%
Check Capital Management Inc	High $1.9M	$2.2B	1,192	100%
Driven Investments LLC	Very Low $200K	$240M	1,192	1%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Cleveland Wealth, LLC	Typical $1.3M	$510M	396	33%
Perspective Wealth Management	High $2.3M	$590M	264	83%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Beacon Financial Group	Typical $1.2M	$1.3B	1,052	48%
Alongside, LLC	Very Low $410K	$870M	2,103	9%
Old Mission Investment Company, LLC	Low $820K	$860M	1,051	6%
TRUE Private Wealth Advisors, LLC	Typical $890K	$1.4B	1,576	23%
Boston Standard Wealth Management, LLC	High $1.6M	$650M	393	45%
Siler Wealth Management	Very Low $280K	$180M	655	8%
Blue Water Asset Management	Very Low $450K	$410M	916	13%
J. Hagan Capital, Inc.	Very Low $380K	$300M	785	9%
360 Financial	Low $520K	$610M	1,177	36%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
Parkshore Wealth Management	Typical $980K	$510M	522	30%
Centric Advisors, LLC	Very Low $190K	$170M	913	2%
Croak Capital	Very Low $440K	$340M	780	12%
FRA Wealth Management LLC	Very Low $120K	$110M	910	1%
CRA Financial Services, L.L.C.	Typical $1.1M	$1.4B	1,299	29%
12 Th Street Asset Management	Low $510K	$260M	517	100%
Accel Wealth Management	Low $510K	$660M	1,290	13%
Hendershot Investments, Inc.	High $1.9M	$980M	516	43%
Smedley Financial Services Inc	Very Low $440K	$340M	774	9%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
Capital Advisor Network	Very Low $140K	$120M	900	7%
Jackson Wealth Management, LLC	Typical $1.2M	$1.1B	900	31%
Center For Wealth Management Advisory	Very Low $350K	$230M	642	8%
Silicon Valley Capital Partners, L.P.	Very High $2.4M	$1.2B	513	66%
Fourpath Capital Management, LLC	Typical $1.1M	$860M	769	28%
Stenger Family Office, LLC	Low $750K	$680M	897	35%
Traphagen Financial Group	Typical $1.1M	$2.1B	1,922	29%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Private Capital Advisors, Inc.	Very High $4.8M	$1.2B	256	30%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Compass Retirement Group LLC	Very Low $150K	$110M	766	1%
Journey Retirement Planning and Investment Management, LLC	Very Low $290K	$190M	637	5%
Adell Harriman & Carpenter	Very High $2.5M	$1.9B	764	69%
Dew Point Capital	Typical $910K	$460M	509	26%
Asset Management Group, Inc.	Very High $3.4M	$870M	254	39%
Ttp Investments, Inc.	High $1.5M	$570M	381	41%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Paulson Wealth Management Inc.	High $1.5M	$550M	379	41%
Silver Grove Advisory Services	Very Low $210K	$450M	2,146	3%
ISC Financial Advisors	Typical $940K	$1.2B	1,262	24%
NCM Capital Management, LLC	High $2.1M	$540M	252	77%
New Capital Management, LP	Very High $4.2M	$530M	126	71%
Slagle Financial, LLC	Very Low $270K	$410M	1,510	3%
Jay A. Fishman, Ltd	High $2.2M	$1.1B	501	49%
Mattson Financial Services, LLC	Very Low $460K	$510M	1,127	11%
Global Wealth Management Investment Advisory, Inc.	Very Low $430K	$710M	1,626	9%
Holt Capital Partners, L.P.	Very High $7.8M	$970M	125	72%
BostonPremier Wealth	Low $690K	$520M	749	20%
von Borstel & Associates	Typical $1.4M	$680M	499	52%
Rubicon Advisors	Very Low $300K	$410M	1,370	22%
Grantvest Financial Group LLC	Very Low $350K	$220M	620	32%
Steel Grove Capital Advisors, LLC	High $1.8M	$1.6B	867	96%
AMI Asset Management Corp	High $1.4M	$1.6B	1,113	35%
Modell Capital Management LLC	Very High $4.9M	$1.8B	371	27%
Sunburst Financial Group, LLC	Low $830K	$720M	865	30%
Legacy Financial Independent Advisors LLC	Low $650K	$480M	741	21%
Waters, Parkerson & Co., LLC	Very High $3.2M	$2.4B	741	64%