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
BullRock Capital, LLC	Typical 29%	25	85	$990K
Calibration Financial	Low 4%	3	85	$190K
Eagle Rock Financial Advisers, Ltd.	Typical 18%	15	85	$580K
Evia Investment Advisors	Low 8%	7	85	$220K
Sterling Advisory Group LLC	Low 11%	9	85	$350K
Strategic Financial Group, PLC	Low 0%	—	85	$200K
Alpha Omega Financial	High 53%	46	86	$2.2M
Apple & Company, Inc.	Typical 22%	19	86	$720K
Carmandalian Financial Group, LLC	Typical 29%	25	86	$1.7M
Gilliland Investment Management, Inc.	Typical 17%	15	86	$580K
Lighthouse Investment Advisors, Inc.	Low 1%	1	86	$280K
Matt Montgomery	Low 0%	—	86	$420K
MTR Financial Services, LLC	High 38%	33	86	$1.4M
Pennsylvania Advisory Services, Inc.	Low 0%	—	86	$88K
Prosperity Wealth Management	Low 6%	5	86	$670K
Reign Wealth Logic	Low 0%	—	86	$0
Aspetuck Financial Management LLC	High 38%	33	87	$1.8M
Bay Hill Capital Management USA, LLC	Very High 69%	60	87	$730K
BDJ Wealth Management LLC	Low 13%	11	87	$310K
Benzer Capital	Very High 63%	55	87	$1.1M
Celestial Wealth Management	High 44%	38	87	$880K
MDRN Wealth	Typical 23%	20	87	$830K
Melby Wealth Management	Low 9%	8	87	$210K
Retirement Money Management	Low 11%	10	87	$480K
Servo Wealth Management LLC	High 49%	43	87	$1.8M
All One Wealth, LLC	Typical 20%	18	88	$510K
Forward Financial LLC	Typical 23%	20	88	$890K
John H Taylor, LLC	Low 0%	—	88	$190K
Prima Wealth	Typical 28%	25	88	$1.1M
Qubera Wealth Management	High 38%	33	88	$600K
Runnymede Capital Management Inc	High 44%	39	88	$890K
Saber Capital Management LLC	High 56%	49	88	$780K
The Linkous Group, Ltd.	Very High 82%	72	88	$630K
Wealth Legacy Group, Inc.	Very High 65%	57	88	$990K
Wealth Mode	Low 5%	4	88	$140K
Abbott Capital Management Corp.	Low 9%	8	89	$490K
Benning Financial Group, LLC	Typical 29%	26	89	$990K
Bullseye Investment Group	Very High 94%	84	89	$630K
CF Financial	High 42%	37	89	$600K
Heal Financial LLC	Low 0%	—	89	$220K
Rockwall Wealth Advisors	Low 6%	5	89	$400K
GAMSG Financial Advisors LLC	Low 14%	13	90	$130K
Innovative Financial Solutions, Inc.	High 47%	42	90	$990K
Marshall Wealth Management, LLC	Low 10%	9	90	$68K
Rainier Capital Investments LLC	Low 0%	—	90	$500K
uVest Advisory Group, LLC	Low 0%	—	90	$120K
Cobalt Financial Partners LLC	Very High 84%	76	91	$990K
Flagship Wealth Management Group, LLC	Typical 19%	17	91	$500K
J Wilson Wealth Management	Typical 24%	22	91	$270K
KDWALLSTREET Investment Advisor LLC	Typical 22%	20	91	$310K
Momentum Financial and Insurance Services LLC	Low 0%	—	91	$650K
Picket Fence Financial, LLC	High 41%	37	91	$480K
Quraishi Wealth Management	Low 11%	10	91	$580K
Redefine Financial	Typical 15%	14	91	$410K
Candor Wealth Management, LLC	Very High 86%	79	92	$950K
JDG Wealth Management Group, LLC	Low 0%	—	92	—
Keep It Simple Financial Planning	Typical 21%	19	92	$770K
New Assets Investment Advisors LLC	Typical 15%	14	92	$560K
S.H. Capital Management Corp.	Typical 15%	14	92	$600K
Vickery Creek Capital Management	High 34%	31	92	$1M
Winchester Capital Services, LLC	Low 7%	6	92	$200K
Worthen Financial Advisors	Low 13%	12	92	$520K
Harmoney Wealth, PLLC	Typical 15%	14	93	$560K
Moore Financial Management, Inc.	Low 14%	13	93	$300K
Summitview Advisors	Typical 25%	23	93	$730K
Xponify, Inc.	Low 5%	5	93	$260K
Beacon Financial Advisors, LLC	Low 0%	—	94	—
Dark Horse Wealth LLC	Low 11%	10	94	$380K
InsuraWealth, LLC	Low 0%	—	94	$180K
VanDenburg Capital Management	High 46%	43	94	$1M
C.E.C. Wealth Management	Typical 32%	30	95	$620K
Corwin Company LLC	High 40%	38	95	$1.1M
Diamond Equity Advisors	Low 0%	—	95	$170K
Goldman Wealth Management	High 39%	37	95	$1.2M
Lewis Wealth Management, LLC	Typical 15%	14	95	$440K
Mears Money Management	Low 0%	—	95	$400K
Patriot Wealth Planners LLC	Low 0%	—	95	—
Peterson Wealth Management	Typical 16%	15	95	$570K
Saga Financial Management	Low 11%	10	95	$1.1M
Strategic Income Advisors	Low 0%	—	95	$420K
Integra Asset Advisors, L.C.	Very High 68%	65	96	$890K
Lanier Asset Management, LLC	High 53%	51	96	$1.3M
Maguire Stewardship Partners	Low 0%	—	96	$190K
Moore Financial Planning Advisors, LLC	Low 0%	—	96	$21K
RFK Capital Management	Very High 98%	94	96	$0
Schenkelberg Investments, LLC	Typical 15%	14	96	$620K
Wells Financial Management, LLC	High 43%	41	96	$1.4M
FBS Securities	Typical 19%	18	97	$430K
Howard Financial	Low 5%	5	97	$290K
Vertex Financial Advisors LLC	Low 4%	4	97	$230K
Arete Wealth Strategists	Very High 59%	58	98	$1.3M
Elevated Retirement Financial Services	Low 14%	14	98	$650K
First Look Capital Management, LLC	High 48%	47	98	$1.2M
KMR Wealth Advisory, LLC	Low 14%	14	98	$590K
Lewis Weil Co.	Low 0%	—	98	$63K
Mikel Wealth Management	Low 2%	2	98	$230K
Moore Wealth Partners, LLC	Typical 20%	20	98	$350K
New View Financial, LLC	Low 0%	—	98	$270K
Phillips Ray Capital Management, Inc.	Very High 94%	92	98	$590K
Twenty Fifty Capital	Low 13%	13	98	$480K
What About Us Financial	Low 5%	5	98	$290K
Wilkinson Capital Management, LLC	High 37%	36	98	$990K
Leading Edge Wealth Management, LLC	Typical 21%	21	99	$440K
Rincon Wealth Management	Typical 29%	29	99	$610K
Starkel Wealth Advisors, LLC	Low 5%	5	99	$140K
Trac Asset Management LLC	Typical 22%	22	99	$870K
True North Wealth	Low 7%	7	99	$240K
WealthTarget Investment Advisors, LLC	Typical 24%	24	99	$390K
Willis Financial Services, Inc.	Typical 24%	24	99	$970K
Wolf Financial Advisors LLC	Typical 24%	24	99	$1.3M
Approach Capital LLC	Very High 85%	85	100	$1M
Capital Retirement Planning, LLC	Low 5%	5	100	$200K
Caprock Wealth Management	Typical 31%	31	100	$830K
Comprehensive Financial Planning Inc	Low 7%	7	100	$1.8M
Harlow Capital Management LLC	Very High 78%	78	100	$1.2M
Harper Financial Planning	Low 14%	14	100	$350K
Hayden Capital	Very High 85%	85	100	$320K
HV Capital Advisors LLC	Very High 68%	68	100	$190K
JLJ Capital Management, LLC	Low 0%	—	100	$390K
Larson Wealth Management, LLC	Typical 17%	17	100	$590K
Lynchburg Wealth Management	Typical 15%	15	100	$690K
Organize, Protect & Grow Your Wealth, LLC	Typical 21%	21	100	$180K
Retirement Investment Advisors Inc.	Low 0%	—	100	—
Retirement Solutions	Low 0%	—	100	$150K
Talley Financial	Low 4%	4	100	$140K
TROIKA CAPITAL ADVISORS, LLC	Typical 20%	20	100	$560K
Troutman Wealth	High 49%	49	100	$1.5M
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Portico Financial Group, LLC	Typical 21%	21	101	$280K
Reitz Capital Advisors LLC	High 38%	38	101	$1M
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors	Low 0%	—	101	—
Affinity Financial - The Walker Group LLC	Low 4%	4	102	$410K
Azzendo Wealth Advisors	High 49%	50	102	$1.7M
Harvestwise Wealth Planning	Low 13%	13	102	$410K
Hyland Wealth Management LLC	Typical 17%	17	102	$620K
Midwest Financial Strategies	Typical 19%	19	102	$390K
North Shore Investment Consulting LLC	Low 0%	—	102	$1.7M
Spinnaker Financial Advisors, LLC	Typical 29%	30	102	$1M
Virtual Investment Planning LLC	Low 0%	—	102	$230K
Wardlaw Wealth Management LLC	Low 11%	11	102	$740K
Calder Financial LLC	High 52%	54	103	$1.3M
F3 Capital	Low 0%	—	103	$350K
Scout Asset Management	Typical 18%	19	103	$640K
Brava Financial	Low 0%	—	104	—
Circle City Wealth Management LLC	Typical 25%	26	104	$920K
Endeavor Financial Advisors, LLC	High 37%	38	104	$750K
Pacific United Planning, Inc.	Low 9%	9	104	$250K
Signal Research Group LLC	Low 10%	10	104	$170K
Anchor Wealth Management, LLC	High 46%	48	105	$940K
Babin Wealth Management	Low 8%	8	105	$270K
Bobb Financial Incorporated	Typical 25%	26	105	$820K
Brown Wealth Management, LLC	Typical 30%	32	105	$940K
Chancellor Financial Services, Inc.	Low 8%	8	105	$290K
Komons Financial LLC	Low 14%	15	105	$300K
Pacific Coast Investment Advisors, LLC	Typical 29%	30	105	$1.2M
Retirement Resources Wealth Management, Lp	Low 0%	—	105	$470K
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Dawson Investment Management	Typical 29%	31	106	$370K
Envision Wealth Planning Inc.	Low 3%	3	106	$200K
Gateway Asset Management, LLC	Typical 21%	22	106	$660K
ITI Financial Management	Typical 20%	21	106	$890K
Journey Equity Wealth Management LLC	Low 9%	10	106	$99K
Saubel Financial Group	Low 0%	—	106	$170K
The Cook Company, LLC	High 36%	38	106	$370K
Fairchild Capital LLC	Typical 25%	27	107	$950K
Hegarty Investment Logic, LLC	Low 14%	15	107	$240K
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
Hoyl Wealth Management, LLC	Low 6%	6	108	$220K
Overland Park Wealth Management LLC	High 34%	37	108	$1M
Personal Financial Management, Inc.	Low 8%	9	108	$290K
Rothamel Wealth Management, LLC	Low 13%	14	108	$370K
Spinnaker Financial Group, LLC	Low 13%	14	108	$550K
Calisi Wealth Management	High 35%	38	109	$680K
Columbia Benefits, LLC	High 44%	48	109	$880K
ECF Wealth, Inc.	Typical 22%	24	109	$690K
Harris and Harris Wealth Management Group, LLC	Low 0%	—	109	$200K
The Financial Group	Typical 20%	22	109	$310K
Allied Investments	Typical 32%	35	110	$770K
AL Locy Financial Services LLC	Low 4%	4	110	$200K
Fig Tree Wealth Management LLC	Low 14%	15	110	$290K
Ironcrest Capital Management LLC	Low 5%	6	110	$300K
Korbitz Financial Planning LLC	Very High 100%	110	110	—
Lessard Wealth Management	Very High 65%	72	110	$350K
Osgood Capital Management, Inc.	Typical 23%	25	110	$370K
Principled Advisors, Inc.	Low 5%	5	110	$140K
Deep Roots Capital	Low 9%	10	111	$410K
Harper Financial Strategies, LLC	Low 8%	9	111	$350K
Knecht Capital Management, LLC	Typical 29%	32	111	$990K
Successful Resource Management, Ltd.	Typical 20%	22	111	$390K
Financial Counsel, LLC	Very High 73%	82	112	$490K
Intentional Finance, LLC	Low 13%	15	112	$380K
Legacy & Wealth Financial Advisors	Low 13%	15	112	$530K
Malone Wealth Ventures LLC	Low 1%	1	112	$370K
Above & Beyond Investments, LLC	Low 4%	5	113	$120K
Bavarian Wealth Management, Inc.	Low 2%	2	113	$170K
FSC Advisors LLC	Low 0%	—	113	$150K
GSR Capital Management, Inc.	Typical 21%	24	113	$750K
Impact Investment Strategies, Inc	Low 13%	15	113	$470K
Lasting Legacy Wealth Management, LLC	Low 13%	15	113	$530K
Mountain View Financial Advisors	Typical 19%	22	113	$600K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Center Peak Financial	Typical 17%	19	114	$570K
DRM Wealth Management	High 44%	50	114	$960K
Financial Lifestyle Management	Typical 15%	17	114	$270K
Front Porch Financial Advisory	High 42%	48	114	$990K
Glacier Investment Management	Low 10%	11	114	$310K
Ironwood Wealth Advisors, LLC	Typical 22%	25	114	$820K
Liberty Wealth Managers	Typical 21%	24	114	$530K
Schayot Financial LLC	Typical 16%	18	114	$640K
Slagel Investment Management	Typical 26%	30	114	$460K
Stone Hill Wealth Management, LLC	Low 2%	2	114	$190K
Jake Carris Financial Planning	High 34%	39	115	$940K
JK Private Wealth, LLC	Very High 63%	73	115	$1.4M
Yandell Investments, LLC	High 35%	40	115	$1.1M
Fisher Financial Group, LLC	Low 7%	8	116	$350K
Flatirons Wealth Management	High 37%	43	116	$420K
Infresh, Inc.	Low 11%	13	116	$540K
Marathon Retirement Planning	Typical 29%	34	116	$550K
Patriot Advisory Group	Low 3%	4	116	$190K
Blueprint 360 LLC	Typical 17%	20	117	$230K
Capital Wealth Strategies, LLC	Typical 15%	17	117	$430K
Empowered Retirement, Inc.	Typical 32%	38	117	$670K
Retired Capital LLC	Very High 100%	117	117	$59K
Eastlake Planning LLC	Low 6%	7	118	$380K
Ursa Financial, LLC	Low 3%	3	118	$140K
Di Bello Financial	Typical 30%	36	119	$530K
Karpinski Financial, LLC	Typical 25%	30	119	$700K
Shepherd's Financial LLC	Low 0%	—	119	$70K
Kensington Securities, LLC	Typical 17%	20	120	$620K
Pathway Financial Planning, Inc.	Low 3%	4	120	$240K
Superior Financial, LLC	Typical 25%	30	120	$930K
Tigris Consulting LLC	Low 0%	—	120	$50K
Elevated Asset Management LLC	Typical 18%	22	121	$330K
Shockman Financial	Low 13%	16	121	$300K
1650 Wealth Management, LLC	Typical 30%	37	122	$920K
Asset Growth Associates Wealth Advisors	Low 0%	—	122	$120K
CSLA Financial Inc	Low 0%	—	122	$62K
Financial Elements, Inc	High 48%	58	122	$1.6M
Pyxis Capital Inc.	Low 0%	—	122	—
Monetary Solutions, Ltd.	Typical 31%	38	123	$1.1M
Rich Dewitt Wealth Management LLC	Low 14%	17	123	$390K
Seven Hills Capital Advisors	High 54%	67	123	$1.1M
TruNorth Financial LLC	Low 7%	9	123	$320K
CONE Wealth Management	Low 3%	4	124	$220K
Effective Assets	High 33%	41	124	$1.2M
Isgrig Capital Asset Management, LLC	High 45%	56	124	$0
Ridgeview Financial Planning	Typical 24%	30	124	$880K
Clear Resource Group, LLC	Typical 24%	30	125	$930K
Derive Wealth	High 50%	62	125	$1.1M
Elevation Financial LLC	Low 0%	—	125	$240K
Fierce Wealth Management Group LLC	Typical 18%	23	125	$550K
Paradigm Capital Management	High 56%	70	125	$1.4M
Robert Hunt Financial, LLC	Typical 20%	25	125	$0
Ydream Financial Services, Inc.	High 37%	46	125	$1M
Diamond Investment Management Services, LLC	Low 10%	13	126	$200K
Hamrick Financial, LLC	Typical 17%	21	126	$480K
Harding's Wealth Managers, Inc.	Low 0%	—	126	$47K
ERA Capital Management LLC	Low 4%	5	127	$270K
Timewealth Advisors Inc.	High 53%	67	127	$330K
Copper Beech Advisors, LLC	Typical 20%	25	128	$610K
Granite State Retirement Planning, Inc.	High 34%	44	128	$1.1M
OK401K, Inc.	Low 0%	—	128	$140K
Zidel Financial Inc.	High 34%	44	128	$1.2M
Beacon Asset Management	Low 9%	12	129	$250K
Green Investment Management, Inc.	Typical 16%	21	129	$520K
Palermo Wealth Management, LLC	Typical 16%	21	129	$750K
Perfetta Capital, LLC	Low 9%	12	129	$280K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
Wexford Wealth Advisors LLC	Typical 20%	26	129	$510K
Capital Benchmark Partners, LLC	Low 14%	18	130	$400K
Etzler Financial Advisors, LLC	Very High 73%	95	130	$0
Mottet Wealth	Low 12%	15	130	$520K
Delta Capital Investments, LLC	Low 0%	—	131	—
Freewood Private Wealth Management, LLC	Typical 19%	25	131	$470K
The Retirement Optimization Group, LLC	Low 0%	—	131	—
ASC 401(k) Management	Low 9%	12	132	$200K
Mann Financial Consulting Services	Low 0%	—	132	$8.6K
The WealthPlan LLC	Typical 28%	37	132	$660K
Downie Financial Group	Low 6%	8	133	$270K
Kelly Financial Group LLC	High 47%	62	133	$670K
PDE Wealth Advisors, LLC	Low 5%	6	139	$270K
The Gardner Group	Typical 28%	37	133	$940K
Kenai Investments, Inc.	Low 13%	17	134	$470K
White Oak Wealth LLC	Low 0%	—	134	—
Allen Financial Advisement, Inc.	Low 0%	—	135	$50K
Northstar Financial Advisors, Inc.	Very High 81%	109	135	$1.4M
Octo Capital, LLC	High 56%	76	135	$1.2M
Private Harbour Investment Management & Counsel LLC.	High 36%	49	135	$1.2M
Brightworks Financial Planning LLC	Typical 15%	21	136	$620K
Building Equities, LLC	Low 0%	—	136	$60K
Byrne & Company Wealth Management, LLC	High 38%	51	136	$990K
Barrister	Low 14%	19	137	$640K
Domo Capital Management, LLC	High 33%	45	137	$180K
Wyoming Wealth Management, LLC	Typical 17%	23	138	$300K
AJA Financial LLC	Low 3%	4	139	$170K
Conkin Financial Group, Inc.	Low 0%	—	139	$250K
Kapela	Typical 18%	25	139	$360K
Sabre Asset Management LLC	Typical 22%	30	139	$760K
Sierra Madre Partners LLC	Low 0%	—	139	$210K
Milestone Advisory Group, LLC	Low 4%	5	140	$160K
Missional Advisor Group	Low 11%	15	140	$300K
Pinedo Financial Services	Low 0%	—	140	$150K
Thornton Financial Management and Services	Typical 27%	38	140	$380K
Culbreth Wealth Management	Typical 18%	26	141	$470K
Paisley Financial LLC	Low 6%	9	141	$250K
Platt Investment Counsel, LLC	High 37%	52	142	$1M
Mission Retirement	Low 10%	15	143	$450K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Burne Financial Concepts, LLC	Typical 16%	23	144	$720K
JHP Planning, LLC	Typical 19%	27	145	$600K
Jon Bos Financial Advisor LLC	Low 6%	8	145	$320K
Sequoia Financial, LLC	Low 3%	5	145	$140K
A&G Financial Management, LLC	Low 3%	5	146	$160K
Alpha Squared Capital, LLC	Low 3%	5	146	$240K
Fogarty Wealth Management, Inc.	High 41%	60	146	$880K
Rochester Investments	Typical 16%	24	147	$470K
Saint Louis Investment Advisors Inc	Typical 24%	35	147	$490K
Stone Financial	Low 1%	1	148	$130K
Waterstone Wealth Advisors, LLC	High 34%	51	148	$1.1M
Arrow Investment Management LLC	Low 9%	14	149	$390K
Fidelis Financial Planning, LLC	High 40%	60	149	$1.1M
Loyd Financial Management Inc.	High 36%	53	149	$890K
Sutton Financial Group	Low 7%	10	149	$180K
Stability Financial, LLC	Low 5%	7	150	$200K
Turning Point Financial, Inc.	High 33%	50	150	$590K
Applied Financial Wisdom	Low 1%	1	151	$860K
Tax Advantage Advisors, Inc.	Low 11%	16	151	$450K
PARK Wealth Management, LLC	Low 11%	17	152	$210K
The Ducoat Financial Group	Typical 21%	32	152	$470K
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
Omega Advisory LLC	Low 9%	14	154	$540K
Retirement Income Advisory Group LLC	Typical 24%	38	156	$370K
Richwood Investment Advisors, LLC	High 46%	71	156	$990K
Vertical Wealth Management	Low 0%	—	156	—
Diversified Investment Services LLC	Low 4%	7	157	$190K
Mountain View Strategic Wealth, LLC	Low 11%	17	157	$400K
Peterson Financial Services LLC	Typical 17%	26	157	$760K
TRAC Wealth Management, Inc	Low 1%	2	157	$74K
Sustainvest Asset Management, LLC	Typical 18%	29	158	$820K
Henderson Capital & Wealth Management, LLC	Low 9%	15	159	$200K
Quantum Financial Planning LLC	Typical 28%	45	159	$0
Risley Capital Management LLC	Typical 30%	48	159	$1M
Caviness Wealth Management, LLC	Typical 28%	44	160	$340K
Intrepid Wealth Partners, LLC	Low 14%	23	160	$320K
G. Douglas Wealth Management	Low 4%	6	161	$210K
Powering Your Retirement	Typical 15%	24	162	$500K
Bridgeport Asset Management, LLC.	Low 0%	—	163	$190K
MD Wealth Advisors Inc	High 50%	81	163	$560K
Due North Financial, LLC	Low 4%	7	164	$230K
FinancialMD, LLC	Low 0%	—	164	$210K
Holdfast Wealth Management, LLC	Typical 17%	28	164	$490K
Neale Financial, LLC	Low 4%	7	165	$280K
Regal Capital Management, Inc.	Low 4%	7	165	$250K
RJJ Pasadena Securities, Inc.	High 35%	58	165	$660K
Liriano Wealth Advisory Group, LLC	Low 0%	—	167	$310K
Clark Company	Typical 25%	42	168	$790K
Pembroke Asset Advisors, LLC	Typical 15%	26	168	$300K
Ferguson Financial Planning	Typical 22%	37	169	$440K
Kingsley Advisors, LLC	Low 2%	4	170	$250K
MACC IV Group	Low 12%	20	170	$190K
Maciel Wealth Management	Low 0%	—	170	$110K
Cardenas Asset Management, LLC	Typical 32%	55	171	$720K
Heritage Financial Solutions, LLC	Typical 15%	26	171	$550K
Collier Financial, Inc	High 47%	80	172	$930K
Hudson Companies	Typical 16%	28	172	$280K
Purpose First Financial, LLC	Typical 18%	31	172	$350K
Anthony J. Orlando Inc.	Low 14%	24	173	$430K
Firm Foundation Wealth Management, LLC	Typical 18%	31	173	$390K
Financial Solutions Associates	High 37%	65	174	$880K
Tim Crawford CPA	Low 7%	12	175	$330K
Wealth Partners Corporation	Low 1%	2	175	$120K
ASL Financial, LLC	Very High 63%	110	176	$890K
Burgess Financial Planning	Very High 77%	137	177	$520K
Davis Financial Services	Low 13%	23	177	$460K
Concert Investment Advisory LLC	Low 0%	—	178	$510K
Alexander Advisory Services, LLC	Low 0%	—	179	$50K
Koda Wealth Management	Low 3%	5	179	$110K
Prudent Money Financial Services	Typical 21%	38	179	$170K
Fitbux RIA LLC	Low 0%	—	180	$28K
Kraus Capital Management, LLC	Typical 16%	29	180	$400K
Maxout Savings Advisors LLC	Typical 17%	31	180	$560K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Omni Wealth Management	Low 8%	15	181	$200K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Bridger Financial Services, LLC	Low 12%	22	182	$220K
Proficient Wealth Counselors, LLC	Typical 32%	59	182	$750K
Advanced Financial Management, Inc.	High 46%	84	184	$120K
Capital Wealth Advisors, Ltd.	Typical 21%	38	185	$680K
Northwest Planning Advisors LLC	Typical 18%	34	185	$160K
Pb Capital	Low 5%	10	185	$180K
KMI Wealth Advisors	Low 4%	7	186	$270K
Lemuel James Financial	Low 0%	—	186	$79K
MacDonald Wealth Management, LLC	Low 6%	11	187	$210K
Vision Wealth Advisors, LLC	Low 9%	17	187	$430K
Thompson Private Wealth	Very High 79%	150	189	$390K
Broussard Financial Group, LLC	High 38%	72	191	$730K
Dunamis Capital Consulting, LLC	Low 3%	5	192	$100K
Hyline Wealth	High 53%	102	194	$420K
Lindsey Wealth Management	Low 6%	12	194	$120K
Cook Financial Designs, Inc.	Typical 24%	47	195	$880K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Texas Capital Management	Typical 24%	46	195	$270K
Wright Wealth Strategies, LLC	High 35%	68	196	$480K
Castellano Wealth Planning	Low 2%	4	200	$400K
MWM Wealth Advisory, LLC	Typical 20%	40	200	$650K
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
Perpetual Financial	Low 0%	—	201	—
Lane Family Wealth Management	Typical 26%	53	202	$700K
Peconic Asset Planning	Low 7%	15	203	$300K
Wealth Ambassadors, LLC	Low 7%	15	203	$270K
Sovereign	Low 8%	16	205	$310K
Keystone Wealth Management	Typical 21%	43	207	$580K
Taylor Capital Management	Typical 15%	31	207	$650K
Ferri Investment Solutions	Very High 93%	193	208	$0
Winning Points Advisors, L.L.C.	Low 12%	25	208	$720K
deMauriac LLC	Low 4%	8	212	$170K
McGrath WealthCare, LLC	Low 14%	30	212	$0
The Baran James Company, Inc.	Low 13%	27	212	$420K
Advise Financial	Low 4%	8	216	$180K
AMES Financial Solutions, LLC	Low 0%	—	217	$30K
SKA Financial Services, Inc.	Typical 19%	42	217	$670K
Wealth & Wellness Group, LLC	Low 6%	14	218	$300K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Financial Aurora, LLC.	Low 9%	20	220	$590K
Sentinel Wealth Strategies	Low 0%	—	220	$180K
Knox Avenue Financial Corp.	Typical 21%	46	221	$610K
Pacific Wealth Advisory Services LLC	Low 11%	25	223	$430K
Spectrum Wealth Management, LLC	Low 12%	26	224	$430K
Webb Financial Group	Typical 24%	53	224	$420K
Financial Planning Advisors, Inc.	Low 3%	6	225	$170K
Lazarus Wealth Management LLC	Low 5%	11	225	$230K
Thompson Financial LLC	Low 8%	18	225	$330K
Barber & Associates	Low 0%	—	226	$220K
Callaway Financial Services	Low 2%	4	227	$78K
KALTBAUM Capital Management	High 48%	109	227	$490K
D & P Investment Advisors, Ltd.	Typical 25%	58	228	$830K
Legacy Group	Low 13%	29	228	$390K
Buellesfeld Financial Services, Inc.	Low 2%	5	229	$190K
BFI Wealth Solutions, LLC	Typical 32%	74	230	$630K
Foxstone Financial	Low 11%	25	230	$300K
Torrey Capital Investments	Very High 94%	218	231	$430K
Fleischer & Johnson Wealth Management, Inc.	Low 9%	20	232	$440K
Global Planning Stewards LLC	Low 3%	6	232	$320K
J Beaver Investment Advisors Inc	Low 6%	15	233	$190K
Financial Freedom Capital Management	Low 9%	20	234	$220K
Houston Wealth Advisers, LLC.	Low 6%	14	234	$210K
The Retirement Planners, USA, LLC	Low 3%	6	234	$260K
Schmidt Wealth Management, L.L.C.	Low 11%	26	235	$260K

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