HNW client percentage for Independent firms serving clients in Texas

Independent firms active in Texas 2,513 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-33%

High 33%-58%

Very High 58%-100%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JS Wealth Investment Group	Low 0%	—	6	$1.3M
JW Hall Financial LLC	Very High 67%	4	6	$1.1M
Lowercase Capital, LLC	Low 0%	—	6	$25K
McClain Value Management, LLC	Very High 100%	6	6	$3.8M
MDO Financial Planning, LLC	Low 0%	—	6	$52K
Medina Financial, LLC	Typical 17%	1	6	$240K
Nichol Capital Advisors, LLC	Low 0%	—	6	—
Optura Advisors, Inc.	Low 0%	—	6	$96K
Point 16 Capital, LLC	Low 0%	—	6	$260K
Sovereign Asset Advisors LLC	Low 0%	—	6	$68K
Springwood Financial Advisors	Very High 100%	6	6	$4M
Sunlight Investments	Low 0%	—	6	$490K
Visionary Wealth Management LLC	Low 0%	—	6	$91K
VSI Capital Group	Low 0%	—	6	$800K
West Fork Wealth Management LLC	Low 0%	—	6	$1.7M
10x10y LLC	High 57%	4	7	$2M
401K Assist, LLC	Low 0%	—	7	—
Abundant Capital Strategies LLC	Low 0%	—	7	$59K
Alitus Financial Services	Low 14%	1	7	$690K
Bloch Private Wealth, LLC	Very High 86%	6	7	$1.1M
Blue Kayak Partners	Very High 86%	6	7	$1.5M
Blue Mountain Financial Planning	Low 0%	—	7	$1.1M
Brookside Capital Group LLC	Low 14%	1	7	$110K
CapitalAlphabet	Typical 29%	2	7	$540K
Carter & Balsam Advisers	High 57%	4	7	$2.2M
Clark Financial LLC	Typical 29%	2	7	$33K
CMC Advisors LLC	High 57%	4	7	$2.7M
Concurrent Wealth Management	Low 0%	—	7	$1.4M
Crocker Capital, LLC	Low 0%	—	7	$310K
Edna J. Thompsen, CFP	Low 0%	—	7	$0
Family AI! Financial	Very High 100%	7	7	$1.8M
Family Investment Advisory, LLC	Low 0%	—	7	$260K
Harvest Capital Management	Typical 29%	2	7	$870K
Hilton Financial Group, LLC	Low 0%	—	7	$0
James G. McClellan CPA	High 43%	3	7	$2.7M
JMcMahan LLC	Typical 29%	2	7	$11K
Kehlet Capital Management, LLC	Low 0%	—	7	$470K
Lakes Wealth Advisory, LLC	Very High 100%	7	7	$3.9M
Marin Financial Group	High 43%	3	7	$690K
MBB Advisory LLC	Low 0%	—	7	$1.7M
Meadow Lake Capital LLC	Very High 100%	7	7	$2.4M
MoneyPro Wealth Management, LLC	Low 0%	—	7	$260K
MyFi Wealth Management, LLC	Low 0%	—	7	$210K
Old Drake, LLC	Low 0%	—	7	—
Parkhurst Consulting CPA PC	Very High 100%	7	7	$760K
Precision Vector Financial	Low 0%	—	7	$81K
Revise	Very High 100%	7	7	$1.3M
Robinson Wealth and Financial Planning	Low 0%	—	7	$43K
Ronald Ray Schulze	Low 0%	—	7	$800K
Salinas Asset Management, LLC	Low 0%	—	7	$57K
Thrifty Scotty Financial, LLC	Low 0%	—	7	$580K
True Riches Financial Planning	High 43%	3	7	$660K
Tusker Wealth Management, LLC	Low 0%	—	7	$120K
Waymaker Financial Planning	Typical 29%	2	7	$520K
Waypoint Financial Planning, LLC	High 57%	4	7	$820K
Wealth Acumen, Inc.	Very High 100%	7	7	$3.9M
Westside Financial Advisors LLC	Very High 71%	5	7	$590K
Wiedower Capital	Low 14%	1	7	$430K
Abbington Wells LLC.	Low 13%	1	8	$190K
Assist FP	Low 0%	—	8	$97K
Barnett Capital Management, LLC	Very High 100%	8	8	$3.6M
Bateman Capital Management, Inc.	Low 0%	—	8	$130K
BDB Wealth Advisors LLC	Low 0%	—	8	$140K
BOYTER Financial Services	Low 0%	—	8	$200K
BPBI LLC	Very High 100%	8	8	$5.6M
Circadia Financial Planning	Typical 25%	2	8	$3.6M
Clearwater Wealth Management	High 50%	4	8	$960K
CleverInvesting LLC	High 38%	3	8	$250K
Cornerstone Financial Consulting LLC	Low 0%	—	8	$370K
Cratero Capital LLC	Low 0%	—	8	$260K
Cresfund Advisors	Low 0%	—	8	$1.6M
Decision Tree Advisor	Low 0%	—	8	$250K
D.R. Harris & Co.	Low 0%	—	8	$0
Dye Family Office	High 38%	3	8	$4M
Earndex, LLC	Very High 100%	8	8	$3.3M
Financial Boss	Low 0%	—	8	—
Formynder Wealth Management, LLC	Low 0%	—	8	$27K
Ironwood Wealth Management LLC	Low 0%	—	8	$250K
Jade Financial LLC	Low 13%	1	8	$360K
Jane Financial, LLC	Very High 100%	8	8	$2.6M
Lamont Trading Advisors, Inc.	Low 13%	1	8	$280K
Luma Financial	Typical 25%	2	8	$650K
Mill Street Research	Low 0%	—	8	—
Mosaic Wealth Consultants, Inc.	Low 0%	—	8	$400K
New Day Wealth Management, LLC	Low 0%	—	8	$44K
Nytrx LLC	Low 0%	—	8	$330K
Partner Wealth Management, LLC	Low 13%	1	8	$2.3M
Pegasus Wealth Management	Low 0%	—	8	$480K
Penny Earned Financial	Low 13%	1	8	$0
PK Quantitative Investing, LLC	Low 13%	1	8	$590K
P&P Wealth Management LLC	Low 13%	1	8	$75K
QKM, L.L.C.	Low 0%	—	8	$0
Quality Financial Planning LLC	Low 0%	—	8	$190K
Red Tree Investments	Low 0%	—	8	$130K
Reset Financial Planning LLC	Very High 100%	8	8	$2M
Ridley Wealth Management	High 50%	4	8	$1M
Righteous Financial, LLC	Low 0%	—	8	$570K
S2O Capital Management	Typical 25%	2	8	$380K
SaveVest, LLC	Very High 88%	7	8	$1.7M
Strateon Intelligent Wealth LLC	Very High 88%	7	8	$0
The Wealth Observatory	High 50%	4	8	$1.2M
Walnut Hill Wealth Management	Low 13%	1	8	$570K
Winyah Financial Services, LLC	Low 0%	—	8	$330K
Aber Investments	Very High 100%	9	9	$3.5M
Adaptive Wealth, LLC	Low 0%	—	9	$370K
AS Investment Partners LLC	High 33%	3	9	$230K
Basilic	Low 0%	—	9	$10K
Blackwood Investment Group, LLC	Low 11%	1	9	$460K
Carter Ridge Strategic Advisors	Typical 22%	2	9	$610K
Cresvita Capital	Typical 22%	2	9	$900K
Echo Wealth Partners	Very High 89%	8	9	$930K
Financial Consulting Services	High 56%	5	9	$1.9M
Forward Financial Planning	Low 0%	—	9	$410K
Four Pines Financial	Low 0%	—	9	$1.3M
Freedom Capital Management	Very High 89%	8	9	$1.5M
Fruit of the Vine Financial, LLC	Typical 22%	2	9	$930K
Geoffry H. Oshman, CFP	Very High 67%	6	9	$1.7M
Hoover Capital Management, LLC	Low 0%	—	9	$930K
Jaston Capital, LLC	Low 0%	—	9	$150K
Kyso Financial	Low 0%	—	9	$140K
Luminary Wealth Advisors	Typical 22%	2	9	$1.5M
Main Street Asset Managment	Very High 67%	6	9	$510K
McCullough Wealth Management LLC	High 44%	4	9	$1.2M
Meridian Investment Management, Inc.	Very High 78%	7	9	$1.2M
Missio Investment Management LLC	Very High 67%	6	9	$2.7M
Orchard Wealth & Legacy Management LLC	Low 0%	—	9	$290K
Prime Sentry Wealth Management LLC	Low 0%	—	9	$5.7K
Roland, Criss Investment Research, LLC	Low 0%	—	9	—
Russell Advisory Group, Inc	Low 0%	—	9	$230K
Salt Creek Hills Money, Ltd.	Typical 22%	2	9	$300K
Shidoosh Wealth Management LLC	Typical 22%	2	9	$1.4M
SKB Advisory, LLC	Low 0%	—	9	$98K
Spartan Wealth Solutions LLC	Low 0%	—	9	$1M
Synergy Wealth Management	High 56%	5	9	$1.3M
Taylor Williams Private Wealth Management LLC	Typical 22%	2	9	$630K
The Legacy Collaborative, Inc.	Very High 100%	9	9	$500K
Total Financial Planning, LLC	Low 0%	—	9	$280K
Trane Capital, LLC	Low 0%	—	9	$470K
Wealthwyzr, LLC	Low 0%	—	9	—
Winding Trail Financial Planning, LLC	Low 0%	—	9	$1.3M
Wu Wealth Advisory, LLC	Low 0%	—	9	$77K
Altair Investment Management	Low 0%	—	10	$350K
Avenue 90	Low 0%	—	10	$950K
Axis Capital Management, LLC	High 40%	4	10	$1.6M
Bright Lantern Financial LLC	Very High 100%	10	10	$2.6M
Caplo Advisory LLC	Low 0%	—	10	$1.8M
Chauche & Associates LLC	Low 0%	—	10	—
Cogent Capital Group	Very High 60%	6	10	$8.7M
Compound Wealth Advisors	Very High 60%	6	10	$1.1M
CTG Wealth Management LLC	Typical 20%	2	10	$750K
EMW Capital Advisors, LLC	Typical 20%	2	10	$1.7M
Envisionvest	Typical 20%	2	10	$84K
Erenda Capital	Low 0%	—	10	$510K
Finpower	Low 0%	—	10	$0
Freedom Financial Advisors	Low 0%	—	10	$150K
Full Court Strategic Wealth, LLC	Very High 70%	7	10	$4.8M
Gemini Estate Plan LLC	Low 0%	—	10	—
Ghost Strategies LLC	Low 0%	—	10	$100K
Harrison Securities, Inc.	Low 0%	—	10	—
Insight Personal Finance	Typical 20%	2	10	$590K
Integrated Planning Strategies, LLC	Very High 60%	6	10	$1.2M
InvesDid	Low 0%	—	10	—
Kickpoint Financial, LLC	Very High 100%	10	10	$260K
Krivacs Capital Management, LLC	Very High 100%	10	10	$1.8M
KRM Advisory Services	Low 0%	—	10	$220K
Lakeside Planning	Typical 20%	2	10	$1.1M
Layered Financial, LLC	Low 0%	—	10	$0
Nabata Investment Group, LLC	Low 10%	1	10	$350K
Nemo Capital	Low 0%	—	10	$160K
Noble Advisory Group LLC	Low 10%	1	10	$200K
Oakwood Advisory Group, LLC	Typical 20%	2	10	$210K
Open Wealth Management LLC	Low 0%	—	10	$130K
Pacific Oak Financial Planning LLC	Low 0%	—	10	$770K
Paradox Financial LLC	Low 0%	—	10	—
Pashman Financial LLC	Low 0%	—	10	$70K
Quality Wealth Care, LLC	Low 0%	—	10	$64K
Quantwealth Advisors LLC	Very High 100%	10	10	$2M
Rufus Hayes Asset Management, LLC	Very High 100%	10	10	$2M
Spirit Global Investment Advisors, LLC	Very High 100%	10	10	$8.5M
Stevenson Advisory Services & Investments	Typical 20%	2	10	$530K
SynergOS Advisory	High 50%	5	10	$390K
TCP Investments LLC	Low 0%	—	10	$180K
Tech Wealth, LLC	Low 0%	—	10	$1.1M
The Jacobs Financial Group	Low 0%	—	10	$290K
Trellisent Investments	Very High 60%	6	10	$1.6M
Wealth Beyond Math	Low 10%	1	10	$500K
Zuma Capital Management, LLC	High 50%	5	10	$720K
1Up Financial Advisors LLC	Low 0%	—	11	$190K
Anchory, LLC	High 45%	5	11	$580K
APEX Research and Investments, LLC	Very High 100%	11	11	$8.5M
Aragon Advisors	Very High 100%	11	11	$10K
Armas Capital Management, LLC	Very High 73%	8	11	$660K
BG Financial Advisors, LLC	High 55%	6	11	$870K
Blueprint Retirement Advisors LLC	Low 0%	—	11	$240K
Boundless Advice LLC	High 36%	4	11	$1.6M
Brucker Wealth	Low 9%	1	11	$620K
Edward R.. Wildman, CPA, LLC	Very High 64%	7	11	$2.3M
ESG Wealth Advisors	Very High 73%	8	11	$2.9M
FamilyRoot Wealth Advisors, LLC	High 36%	4	11	$470K
Financial Strategies, Inc	Typical 27%	3	11	$1.8M
Find Your FI	Low 0%	—	11	—
Guiding Financial	Very High 64%	7	11	$7.7M
Guttman Financial Planning	Very High 100%	11	11	$150K
Haas Capital Management LLC	Very High 100%	11	11	$880K
Heiser Investment Advisers	Typical 18%	2	11	$280K
Hunter Value Capital LLC	High 55%	6	11	$1.5M
Insight Family Financial	Low 0%	—	11	$100K
Investably LLC	Low 0%	—	11	$230K
King Capital Management LLC	High 45%	5	11	$2M
Martin Financial Solutions, LLC	Low 0%	—	11	$200K
Motif Planning	Low 0%	—	11	—
MSA Capital Management, PLLC	Very High 91%	10	11	$910K
Nichols Wealth Advisors	High 55%	6	11	$880K
Noto Financial Planning	Very High 100%	11	11	$2.2M
Penn Street Capital Management LLC	Very High 100%	11	11	$6M
Process Wealth LLC	Very High 73%	8	11	$1.2M
Pursuit Planning and Investments, LLC	Low 0%	—	11	$170K
Rinzler Capital LLC	Low 0%	—	11	$290K
Sparrows Financial	Typical 18%	2	11	$23K
Spondeo Capital, LLC	Very High 64%	7	11	$2.4M
Tilden Path Capital LLC	Low 0%	—	11	$700K
Tourmaline Capital Management LLC	Typical 27%	3	11	$410K
Treveri Capital	Low 0%	—	11	$100K
Unrivaled Wealth Management	High 55%	6	11	$1.1M
Vedanta Sentinel Investment Advisors	Typical 27%	3	11	$350K
Walk You To Wealth	Low 0%	—	11	$790K
Whitfill Investment Management, LLC	Low 0%	—	11	$440K
Wise Financial Counsel, LLC	Low 0%	—	11	$0
Wysopal Wealth	High 55%	6	11	$610K
Aspen Wealth Advisors LLC	Low 0%	—	12	$310K
Atai Capital Management LLC	High 50%	6	12	$110K
Avant-Garde Wealth	Low 0%	—	12	$270K
Carr Consulting P.A.	Low 0%	—	12	$38K
Dreamfield Planning Group, LLC	Very High 75%	9	12	$810K
Elevate Wealth Management, L.L.C.	High 42%	5	12	$930K
Frew Street Capital	Very High 58%	7	12	$1.9M
Future U Financial Inc.	Very High 58%	7	12	$1
FWJ Planning LLC	Low 0%	—	12	—
Hamilton Gray Wealth Management LLC	High 50%	6	12	$2.9M
Hansen Wealth Management	Very High 100%	12	12	$7.9M
Hermitage Advisors, Ltd.	Very High 100%	12	12	$1.5M
Highrocks Wealth, LLC	Low 0%	—	12	$520K
HR Investment Consultants, Inc.	Low 0%	—	12	—
Jcm Capital Management	Very High 100%	12	12	$2.9M
JI Financial Services, LLC	Low 0%	—	12	$100K
John Wessler & Associates	Low 0%	—	12	—
Larsen Financial Management	Low 8%	1	12	$100K
MFT Wealth Management	Very High 100%	12	12	$11M
Modesto Capital	Very High 58%	7	12	$350K
MSM Advisory, LLC	High 42%	5	12	$200K
Personal Prosperity LLC	High 42%	5	12	$1.8M
Phan Capital	Low 0%	—	12	$130K
Prospero Financial Planning, LLC	Low 0%	—	12	$370K
Sharp Wealth Management	Very High 67%	8	12	$2.9M
Truenorth Financial Planning	Very High 100%	12	12	$750K
Ville Wealth Management	Typical 17%	2	12	$930K
49th Parallel Wealth Management	Typical 23%	3	13	$720K
Altruity Wealth	Typical 23%	3	13	$2.5M
Barac Capital Management, LLC	Very High 100%	13	13	$920K
Berlin Wealth Group Advisors	Low 0%	—	13	$110K
Brownsboro Financial	Low 0%	—	13	$380K
Bulle Rock	High 38%	5	13	$450K
Capital Alliance Wealth Management	Very High 77%	10	13	$2.3M
Chris C Crenshaw Financial Services, LLC	Very High 77%	10	13	$3.1M
Clear and Simple Financial Group LLC	Low 0%	—	13	$780K
Coah Financial	Typical 31%	4	13	$270K
Create Wealth Management, LLC	Low 8%	1	13	$470K
Dancourt Management, LLC	Very High 100%	13	13	$7.4M
David Lurch LLC	Very High 100%	13	13	$1.3M
DFW Wealthcare Advisors, LLC	Low 8%	1	13	$390K
Dorgeolis Capital LLC	Very High 100%	13	13	$190K
Equilibrium Financial Planning	Typical 23%	3	13	$1M
Faithful Financial LLC	Low 0%	—	13	$210K
Hensel Capital Management	Typical 31%	4	13	$410K
Hidden Hills Wealth	Very High 100%	13	13	$9.5M
MVM Advisors, LLC	Typical 23%	3	13	$550K
Peaceful Advisors LLC	Low 0%	—	13	$640K
ProsPurpose Wealth	Low 0%	—	13	$230K
Rabkin Advisors LLC	Low 0%	—	13	$540K
Royalty Wealth Management, Inc.	Low 0%	—	13	$1.1M
SAGE Portfolio Management LLC	Very High 100%	13	13	$270K
Serendib Capital Management LLC	Typical 23%	3	13	$470K
Simply Human Advisors	Very High 62%	8	13	$1.8M
Small Victories Wealth	Low 0%	—	13	$290K
Street Light Wealth Management, LLC	Typical 15%	2	13	$300K
TBMS Wealth LLC	High 46%	6	13	$720K
The NLW Capital Group LLC	Low 0%	—	13	$1.1M
Thomas Meyer Investments	Low 0%	—	13	$110K
TK^2 Advisers	Low 0%	—	13	—
Vineyard Family Wealth Advisors	Very High 100%	13	13	$6M
Wealth in Yourself LLC	Low 8%	1	13	$270K
Wealth Team LLC	Typical 23%	3	13	$110K
Wheeler & Mote, LLC	Low 0%	—	13	$53K
Winvest Investments L.P.	Typical 31%	4	13	$4.1M
Argo Wealth Management	Low 0%	—	14	$410K
Ascending Assets	Low 0%	—	14	$100K
Broyles Advisory, LLC	Very High 100%	14	14	$5.4M
Cedar Road Capital LLC	High 36%	5	14	$390K
Create Your Path LLC	Low 0%	—	14	$110K
DESMO Wealth Advisors, LLC	High 50%	7	14	$940K
Domani Investments Inc.	Low 0%	—	14	$720K
Enduring Investments LLC	High 36%	5	14	$250K
Hozie Consulting	High 57%	8	14	$1.2M
Johnson, Jason L.	Very High 100%	14	14	$5.7M
Kailix Advisors LLC	Very High 100%	14	14	$8.5M
Kenobi Wealth	Low 0%	—	14	$470K
Kitsman Investment Management	Very High 64%	9	14	$540K
Las Colinas Capital Management, LLC	Low 14%	2	14	$150K
Longitude Financial Planning	High 36%	5	14	$42K
Main Street Financial Advisors	High 36%	5	14	$320K
Millstein Advisors, LLC	Very High 64%	9	14	$700K
MOA Advisory & Financial Services Co	Low 0%	—	14	—
Openhanded Wealth LLC	Typical 29%	4	14	$61K
RCH Fields Family Wealth Management LLC	Low 14%	2	14	$1.9M
Sendera Wealth Advisors	Typical 29%	4	14	$1.2M
SFO Capital, Inc.	Very High 71%	10	14	$1.6M
Taylor Financial Management Inc	High 57%	8	14	$3.3M
The Dedicated Dollar	Low 0%	—	14	$290K
The Money Guys	High 50%	7	14	$1.2M
Tilatti Wealth Management LLC	Typical 21%	3	14	$300K
Ujjval Investments, LLC	High 57%	8	14	$670K
Vasquez Financial Consulting LLC	Low 0%	—	14	$470K
Watson House Investment Management, LLC	Very High 64%	9	14	$1.4M
WIN Private Wealth	Low 0%	—	14	$210K
Zolton Wealth	Very High 100%	14	14	$2.9M
A.B. Ridgeway Wealth Management LLC	Typical 20%	3	15	$270K
Angel Legacy Advisors, LLC	Low 0%	—	15	$150K
Annualitix	Low 0%	—	15	$130K
BF, LLC	Low 0%	—	15	$310K
BlueVine Advice	Low 0%	—	15	$360K
Carvalho Investment Group, LLC	Low 0%	—	15	$360K
Cimarron Capital Management, LLC	Very High 67%	10	15	$2M
Clifton Myers Financial Advisory	Low 0%	—	15	$150K
D. Moss Wealth Management	Very High 60%	9	15	$1.7M
Elemental Wealth Advisors, LLC	Low 0%	—	15	$540K
Financial Advantage	High 53%	8	15	$1.3M
gnrfunds LLC	High 33%	5	15	$460K
Gray Financial Planning LLC	High 33%	5	15	$370K
Helm Investment	Very High 87%	13	15	$440K
Holbrook Management, LLC	Very High 100%	15	15	$3.7M
Holman Wealth Management	Typical 27%	4	15	$450K
Indieplan LLC	Low 0%	—	15	—
Integra Private Wealth Management, LLC	Very High 100%	15	15	$4.4M
JKAY Securities Corporation	Very High 67%	10	15	$140K
Krueger Asset Management, LLC	Typical 27%	4	15	$130K
Martos Wealth Management	High 33%	5	15	$780K
May Tree Financial Planning LLC	Low 0%	—	15	$380K
Measure Twice Financial LLC	Low 0%	—	15	—
MJC Financial Fitness LLC	Typical 20%	3	15	$120K
NewGen Wealth Creation LLC	Typical 20%	3	15	$320K
OPCREST Investment Management, LLC	Very High 67%	10	15	$670K
Optifolio	High 40%	6	15	$910K
ORF Capital Management	Low 0%	—	15	$1.2M
Paceline Wealth Management, LLC	High 33%	5	15	$1.3M
Purpose Wealth	Very High 87%	13	15	$700K
Quillpen Advisors, LLC	High 53%	8	16	$1.2M
Ristau Capital, LLC	Very High 100%	15	15	$190K
Riverway Asset Management, Inc.	Low 0%	—	15	—
Safe Landing Financial	High 47%	7	15	$820K
Seacap Advisors, LLC	Typical 20%	3	15	$2.1M
Singh PWM LLC	High 33%	5	15	$1.6M
Solari Financial Planning, LLC	Low 0%	—	15	$1.4M
TwoTen Planning, PLLC	Very High 87%	13	15	$1.4M
Venture Partners Wealth Management, LLC	Low 0%	—	15	$1.2M
Wimer Investment Management	Low 7%	1	15	$5.7M
Age Wisely Financial	High 50%	8	16	—
Aligning Wealth	Low 0%	—	16	$250K
Allora Wealth, LLC	High 44%	7	16	$730K
Aspen Wealth Management, LLC	High 56%	9	16	$2M
Bollinger Wealth Management LLC	Typical 31%	5	16	$960K
Compendium Wealth Advisors, LLC	High 44%	7	16	$270K
CreativeVest Inc	Very High 75%	12	16	$760K
EID Capital	Low 13%	2	16	$830K
Emerald Waves Investments, LLC	High 56%	9	16	$260K
Encore Retirement Planning, LLC	Very High 69%	11	16	$2.4M
Healthy Wealth	High 50%	8	16	$520K
Hermosa Advisors	Very High 100%	16	16	$0
Houston Wealth Management	Low 13%	2	16	$420K
Houstoun Capital Management, Inc.	High 50%	8	16	$5.3M
IS Capital Management	Low 0%	—	16	$190K
JRM Tax & Wealth Management, LLC	Typical 31%	5	16	$56K
KTE Capital Management, LLC	High 38%	6	16	$680K
Money Illustrated Advisory Services	Typical 25%	4	16	$280K
Mountain Flower Investments & Planning, LLC	Low 0%	—	16	$900K
MRC Group LLC	Very High 69%	11	16	$1M
Mullett Financial LLC	High 56%	9	16	$1.7M
NoDa Wealth Management LLC	Typical 31%	5	16	$820K
Pecusavvy Financial, LLC	High 38%	6	16	$570K
Replica Wealth Advisors Inc	Low 0%	—	16	$130K
Resolute Retirement Consulting	High 44%	7	16	$5.1M
R&V Personal Finance, LLC	Typical 25%	4	16	$550K
Sancus Wealth Management LLC	Typical 25%	4	16	$180K
Sprout Capital Management, LLC	Typical 31%	5	16	$1.3M
Szafran Capital Management, LLC	Low 0%	—	16	$740K
Azure Sky Financial Life Planning, LLC	High 35%	6	17	$890K
Bellwether Financial Advisors	Low 0%	—	17	$0
Bentwood Investment Advisory	Very High 76%	13	17	$2.5M
Coleman River Capital LLC	Very High 71%	12	17	$450K
ConCap LLC	Typical 18%	3	17	$400K
CSG Wealth Management	Low 0%	—	17	—
Dumont Wealth	High 41%	7	17	$760K
Enso Financial	Low 0%	—	17	$77K
Fee-Only Financial Advisors, LLC	High 53%	9	17	$1M
Folse Financial	Low 6%	1	17	$84K
Freeman Global Investment Counsel	High 47%	8	17	$820K
Golden Goose Wealth Planning	Low 0%	—	17	$290K
INS Capital Management, LLC	Typical 18%	3	17	$680K
Knode Wealth Management LLC	Typical 24%	4	17	$1.2M
Lelah Financial, LLC	Low 0%	—	17	$530K
Noble Advisors, LLC	Typical 29%	5	17	$410K
Pavilion Financial Planning	Low 0%	—	17	$250K
Regan Financial Group, LLC	Low 0%	—	17	$26K
SF Planning Group LLC	Very High 59%	10	17	$280K
Simaris Financial	High 41%	7	17	$840K
Stellar Assets L.L.C.	High 35%	6	17	$290K
Sustainable Financial Planning	High 35%	6	17	$900K
Table Rock Financial Planning	Very High 94%	16	17	$2.3M
Vestis Advisors, LLC	Typical 29%	5	17	$610K
Wildflower Financial LLC	High 41%	7	17	$690K
Alpha-Tech Investments, LLC	Typical 17%	3	18	$69K
Atomic Planning LLC	Typical 22%	4	18	$420K
Boddington Capital, LLC	High 44%	8	18	$1.5M
Bsquare Investalytix LLC	Very High 61%	11	18	$590K
Business Blocks 101, Inc.	Low 0%	—	18	$0
Carriage House Planning LLC	Low 0%	—	18	$1.2M
Catalano Financial	Low 11%	2	18	$240K
Certified Wealth Management & Investment LLC	High 44%	8	18	$1.2M
Compo Advisors, LLC	Very High 72%	13	18	$1.3M
Coombs Wealth Advisory, LLC	Very High 100%	18	18	$7.8M
Darrell Capital Management, LLC	Very High 94%	17	18	$4.6M
DeStefano Wealth Management	Very High 72%	13	18	$2.1M
DP Capital Management Inc.	Very High 100%	18	18	$2.1M
Eightone Capital LLC	Low 0%	—	18	$180K
El Camino Real Financial Advisors	Low 0%	—	18	$41K
Flying Forward Wealth Management	Typical 28%	5	18	$700K
Focus Asset Management LLC	Low 0%	—	18	$740K
Fortress Capital Advisors	High 44%	8	18	$800K
FSI Advisory Group, Inc.	Low 11%	2	18	$690K
Grass Capital LLC	Very High 100%	18	18	$260K
Holland Strategic Wealth Advisors LLC	Low 0%	—	18	$140K
Hootor Financial Group, LLC	Low 6%	1	18	$2.3M
Howland Advisory Corporation	Typical 22%	4	18	$1.6M
Impactful Wealth Solutions	Low 0%	—	18	$24K
Magis Management, LLC	Typical 17%	3	18	$150K
McHenry Capital, L.L.C.	High 50%	9	18	$1.7M
Perceptive Wealth Advisors LLC	High 39%	7	18	$580K
Pinnacle Financial Freedom LLC	High 33%	6	18	$1.1M
Prestonwood Capital Management, LLC	Low 6%	1	18	$830K
QEX Asset Management LLC	Low 0%	—	18	$470K
Shutzer Investments, LLC	Low 11%	2	18	$1.2M

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