HNW client percentage for Supported firms serving clients in Texas

Supported firms active in Texas 3,603 firms

Very Low 0%-12%

Low 12%-24%

Typical 24%-38%

High 38%-56%

Very High 56%-88%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Silo Financial LLC	Very Low 0%	—	1,861	—
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
Plan Confidence Corporation	Very Low 0%	—	859	—
Sierra Asset Management	Low 13%	111	849	$470K
Preston Investments	Very Low 1%	17	2,526	$78K
Tucker Financial Group	Very Low 3%	62	2,429	$130K
Four Seasons Investment Advisors, Inc.	Very Low 4%	28	655	$160K
Diversified Resources, LLC	Low 20%	129	640	$410K
Meixler Investment Management, Ltd.	Very Low 7%	41	561	$400K
Jackson Financial Services, LLC	Typical 32%	174	551	$900K
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Wealth Management Corporation	Very Low 2%	39	1,641	$150K
Pacifica Partners Capital Management	Typical 26%	142	544	$430K
Catalyst Financial NW Corporation	Low 15%	160	1,054	$200K
Superior Planning Wealth Management & Family Office	Low 15%	78	509	$680K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Hardin Capital Partners, LLC	Low 19%	94	504	$860K
Oliveira Wealth	Low 15%	145	988	$270K
Redwood Coast Financial Partners	Very Low 0%	3	987	$150K
Renaud & Company, LLC	Very Low 4%	36	953	$220K
Lange Financial Group, LLC	Very Low 0%	—	462	—
Unifimoney RIA	Very Low 0%	—	460	$680
Brighton Wealth Management, Inc.	Very High 75%	335	446	$290K
Private Wealth Advisors	Very Low 10%	89	890	$490K
Elite Financial, Inc.	Low 17%	74	439	$620K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Wealth Solutions, Inc.	Very Low 0%	—	431	$120K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
MFP Financial Services, LLC	Low 13%	168	1,284	$280K
Polaris Financial, LLC	Very Low 0%	—	852	$81K
Ring Mountain Capital, LLC	Low 12%	51	426	$520K
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K
Orca Wealth Management, LLC	High 54%	221	406	$420K
Hughes Warren, Inc.	Very Low 6%	47	808	$270K
American Retirement Planning Group Inc	Very Low 7%	52	796	$270K
First Mason Financial, LLC	Low 17%	65	382	$480K
Sapphire Blue Investment Partners	Low 18%	68	376	$500K
Investments & Financial Planning, LLC	Very Low 7%	54	750	$420K
Heritage Asset Management, LLC	Very Low 7%	55	746	$210K
Livelsberger Financial Advisory	Very Low 2%	6	371	$450K
Great Lakes Investment Advisors Inc.	Very Low 0%	—	367	—
A Sling & A Stone, Incorporated	Very Low 5%	19	364	$220K
Steve Lynch Wealth Management	Very Low 7%	51	727	$210K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K
Costello Asset Management, Inc.	Low 23%	81	356	$970K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Gunderson Capital Management	Low 15%	107	694	$570K
GreenPortfolio Inc.	Very Low 6%	21	346	$0
McKinney Capital Management	Very Low 0%	1	688	$360K
Financial Management Associates, LLC	High 41%	141	343	$390K
Floyd Financial Group LLC	Very Low 2%	16	686	$240K
McGuire Capital Advisors, Inc.	Very Low 2%	32	1,372	$150K
True Financial Group	Low 22%	149	667	$610K
Lonestar Registered Investment Advisors, PLLC	Very Low 4%	46	991	$250K
RPC Private Wealth, LLC	Low 22%	71	326	$840K
McAlvany Wealth Management, LLC	Very Low 0%	—	650	$330K
Koinonia Financial	Low 21%	68	321	$290K
Blueprint Wealth Management Inc.	Very High 69%	220	320	$590K
Security First Financial	Very Low 10%	67	639	$470K
Peakstone Financial Advisors	Typical 36%	116	319	$800K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Equanimity Financial Partners	Very Low 6%	41	636	$240K
FFP Wealth Management, LLC	Typical 31%	98	316	$950K
Elevation Capital Advisory	Very Low 10%	61	631	$400K
Wiregrass Asset Management	Typical 34%	105	313	$300K
Money Script Wealth Management, PLLC	Very Low 10%	30	310	$310K
Spreng Capital Management, Inc.	Very Low 7%	64	927	$320K
True Wave Wealth Planners	Typical 29%	266	922	$440K
Tower Wealth Partners	Low 16%	146	920	$480K
Gallagher Capital Advisors, LLC	Low 13%	40	302	$740K
Simplifi, Inc.	Typical 26%	77	301	$920K
Fisher & Wiens Wealth Management, LLC	High 51%	152	300	$830K
Jfr Financial Services, Inc.	Low 19%	114	597	$460K
Hinchley Advisory Group, LLC	Low 22%	65	296	$650K
6th Street Advisors, LLC	Very High 56%	165	295	$870K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
Mann Financial Group	Low 17%	97	585	$560K
Williams Financial Group	Typical 28%	163	585	$590K
RHM Capital Management, Inc.	Very Low 7%	19	292	$86K
Brian Low Financial Group, LLC	Very Low 5%	46	874	$270K
INTELUS Advisory Group, LLC	Low 14%	41	290	$220K
In Touch Financial Services	Very Low 6%	18	290	$250K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
S&A Financial Services, Inc.	Very Low 7%	84	1,160	$300K
Southwest Investment Advisors, Inc.	Low 19%	218	1,149	$330K
Immaculate Wealth Management, LLC	Low 16%	91	574	$240K
Dovetail Wealth Management, LLC	Typical 37%	313	857	$380K
Rhino Wealth Management	Very Low 10%	29	285	$280K
Gulfcoast Financial Services, Inc.	Very Low 7%	19	282	$270K
Hendley & Co. Inc.	High 41%	115	281	$1.3M
Golden Years Financial, LLC	Very Low 3%	9	279	$140K
APS Investment Management Group	Very Low 10%	54	557	$350K
Lockshield Partners, Inc.	Very Low 5%	60	1,113	$260K
Retirement Planning Specialists, Inc.	Very Low 0%	—	556	$670K
Stokes Capital Advisors, LLC	High 40%	110	277	$1.6M
Sanchez Gaunt Capital Management, LLC	Low 14%	116	830	$340K
Hawke Financial Group	Very Low 6%	35	551	$430K
Successful Money Strategies Inc	Typical 26%	72	273	$830K
Wisniewski Wealth Management	Typical 29%	78	273	$970K
Genesee Capital Advisors, LLC	Low 22%	118	544	$740K
CMG Capital Management Group, Inc.	Low 12%	66	536	$440K
Texas Family Wealth, LLC	Very Low 1%	12	1,072	$240K
Boyd Capital	Very Low 4%	23	532	$200K
Prevail Wealth Management	Typical 33%	86	264	$990K
Rockdale Financial Services, Inc.	Very Low 9%	24	262	$220K
Rolek Retirement Planning	High 51%	133	262	$910K
Tuve Investment Management, Inc.	Very Low 11%	56	523	$280K
Jones & Associates Premier Financial Solutions	Very Low 10%	52	521	$440K
Capital and Planning, LLC	Typical 24%	126	517	$370K
The Gladowsky Group	Typical 26%	66	256	$640K
Smartharvest Portfolios	Very High 100%	255	255	$1.4M
Smith Asset Management Co., LLC	Very Low 5%	39	765	$360K
New Era Investments LLC	Very Low 0%	1	761	$39K
First Dallas Securities, Inc.	High 39%	99	253	$1.1M
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
Latko Wealth Management, Ltd.	Typical 29%	143	499	$660K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Walton Financial	Low 20%	49	248	$720K
TCM	Low 19%	95	495	$330K
Fairchild Financial Advisors, Inc.	Low 14%	34	247	$520K
Apollo Wealth Management	Very Low 1%	3	490	$45K
Fike Advisors, LLC	Very Low 2%	17	735	$140K
Socha Financial Group, LLC	Low 18%	130	734	$590K
Calabasas Advisory Group, LLC	Typical 32%	154	488	$510K
NestEgg Wealth Advisors	Very Low 8%	19	244	$0
Old Forge Wealth Management, LLC	Very Low 10%	24	244	$400K
Wabash Capital, Inc.	Very Low 3%	17	488	$190K
M3 Wealth Management	Low 12%	60	486	$330K
Paragon Financial Services	High 41%	297	729	$500K
Hammond Iles Wealth Advisors	Low 13%	127	971	$490K
Baring Financial LLC	Very Low 11%	54	483	$440K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Cornerstone Advisory	Very Low 0%	—	240	$100K
Encircle Financial Strategies	Low 17%	41	240	$580K
Maynerich Financial	Very Low 4%	21	478	$260K
Palmetto Private Wealth, LLC	Very Low 0%	—	478	$120K
Challenger Wealth Management	Typical 37%	89	238	$1M
Pacific Financial Strategies, Inc.	Low 16%	113	713	$280K
Werner Financial	Low 18%	85	472	$270K
Rothwell Investment Advisors	Low 19%	131	707	$260K
Capital Wealth Investments	Low 23%	110	469	$900K
Des Moines Investments, LLC	Very Low 11%	75	700	$350K
Catoctin Ridge Wealth Partner	Very Low 1%	12	933	$210K
Crescent City Retirement Group	Very Low 2%	15	933	$140K
PASNAU Investment Management, Inc.	Very Low 11%	25	233	$550K
Safe Harbor Wealth Advisors, LLC	Very Low 8%	37	465	$360K
Piedmont Capital Management, LLC	Low 13%	61	464	$500K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Metis Wealth Management & Planning LLC	Very Low 7%	31	461	$240K
Adaptation Financial Advisors Inc.	Very Low 8%	53	690	$340K
HF Advisory Group, LLC	Low 22%	99	460	$700K
Titletown Wealth Management, LLC	Typical 34%	154	459	$320K
Trademark Financial Management, LLC	Very Low 11%	49	458	$640K
Vista Advisor Group, LLC	Low 12%	79	686	$450K
Solano Wealth Advisors	High 43%	194	456	$700K
Standfast Asset Management, LLC	Low 19%	43	227	$430K
Members Advisory Group, LLC	Low 14%	129	906	$490K
Peachtree Wealth Advisors, Inc	High 38%	174	453	$840K
RD Lewis Wealth Management	Typical 27%	121	451	$570K
Wisco Investment Management LLC	Typical 33%	149	448	$210K
Kiker Wealth Management, LLC	Very Low 9%	80	894	$420K
Intermountain Wealth Management, Inc.	Very Low 4%	20	446	$170K
Ark Wealth Advisors, LLC	Low 22%	49	221	$530K
Joseph P. Lucia & Associates, LLC	Low 15%	101	662	$590K
TFP Management, LLC	Very Low 10%	68	660	$410K
X Advisors, LLC	Very Low 8%	51	659	$350K
Palouse Capital Management, Inc.	Very Low 5%	40	877	$450K
Reservoir Wealth Management	Low 18%	81	438	$390K
HFM INVESTMENT ADVISORS, Inc.	Very High 58%	127	218	$2.2M
Crown Point Wealth Advisors	Low 19%	126	653	$270K
Best Invest	Low 12%	80	651	$450K
Hewell Financial Group, Inc.	High 42%	91	217	$1.5M
Holistic Financial Partners, LLC	Low 12%	103	862	$520K
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Fortune 45, LLC.	Very Low 4%	24	645	$360K
Peak Wealth Management, LLC	Low 19%	123	643	$690K
Ciovacco Capital Management	Very High 69%	147	214	$960K
The Chartist	Very Low 0%	—	426	$400K
A-Team Financial Investments	Very Low 5%	20	422	$92K
RBA Wealth Management, LLC	Typical 30%	125	421	$1M
Clay Northam Wealth Management	Typical 26%	109	420	$850K
Summit Planning Group, Inc.	Very Low 11%	24	210	$520K
Periope, LC	Low 19%	120	628	$280K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Vision Wealth Management, Inc.	Very Low 9%	36	416	$200K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Financial Avengers, Inc.	Very High 64%	131	206	$2.4M
Markin Asset Management, LP	Very High 68%	281	412	$290K
4:8 Financial	Very Low 8%	69	821	$370K
Align Wealth Advisors	Very Low 0%	—	205	$490K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Cornerstone Alternatives	Very High 100%	410	410	$390K
Edwards Financial services	Very High 76%	310	410	$150K
Granite Rose Wealth Alliance LLC	High 48%	98	205	$140K
Michels Family Financial, LLC	Low 16%	67	410	$850K
TRUFP	Low 15%	120	820	$510K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Integrity Wealth Advisors, LLC	Low 22%	177	818	$310K
Solomon API LLC	Very Low 2%	15	613	$280K
Cortez Wealth Management	Very Low 10%	21	204	$230K
Guernsey Financial, LLC	Typical 29%	59	204	$0
Vision Wealth Advisors LLC	Very Low 0%	—	203	$58K
RLB Financial	Very Low 4%	24	607	$290K
C F Parks Inc	Low 15%	30	202	$480K
Gabe Nelson Financial, Inc.	Low 20%	40	202	$450K
Fairhaven Financial Advisory Corporation	Very Low 9%	75	805	$450K
Kirtland Financial Management, Inc.	High 46%	92	201	$1.9M
Underdog Wealth Management, LLC	Low 13%	53	402	$260K
Virtus Financial Partners	Low 18%	111	602	$190K
Arbor Capital Management Inc	Typical 27%	161	601	$610K
Lettin Wealth Management Group, Inc.	Very Low 0%	—	200	—
Millennium Capital Advisors, LLC	Typical 36%	72	200	$1.1M
Miller Financial Services, Inc.	Very Low 0%	—	200	$640K
Classic Financial	Low 22%	43	199	$700K
Adirondack Financial Services Corp	Low 23%	137	596	$590K
Aljen Asset Management LLC	Low 23%	93	397	$410K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
Bullington Capital Management, LLC	Very Low 5%	20	394	$220K
Acute Investment Advisory	Very Low 8%	59	787	$300K
Lester Financial Group, LLC	Very Low 7%	53	784	$510K
Sanders & Scott, CHFC	Very Low 8%	30	392	$370K
Stackhouse Enterprises	Very Low 11%	21	196	$140K
Strategic Wealth Planning	High 51%	100	196	$1.1M
Demeter Tactical Investments Corp.	Very Low 2%	7	390	$530K
Fund Advisors of America Inc	Very Low 5%	32	585	$260K
Prosperity Asset Management, LLC	Very Low 8%	16	195	$290K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
Wealthguard Advisors, Inc.	Low 12%	47	390	$430K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
MFG Private Wealth	Low 17%	129	777	$160K
Hobbs Wealth Management	Typical 34%	65	194	$760K
Leicht Financial Planning and Wealth Management	High 44%	85	194	$1.2M
Windle Wealth	Low 18%	69	388	$550K
KPC Financial Solutions, LLC	Very Low 0%	—	775	$97K
Graystone Partners Wealth Management, LLC	Typical 27%	156	581	$510K
Spyrnal Financial Group	Very Low 9%	35	387	$370K
Welch Investment Group, LLC	Low 17%	66	387	$640K
Auspicious Financial Planning, LLC	High 44%	84	193	$1.4M
Meche and Associates LLC	Very Low 0%	—	192	$88K
Powers Advisory Group, LLC	Low 22%	125	575	$570K
Ted Buchan & Company	Typical 28%	107	383	$1.1M
Miller Financial Services LLC	Low 12%	66	574	$510K
Taylor Securities Services, Inc.	Very Low 5%	35	765	$300K
Financial Concepts Unlimited, Inc.	Typical 36%	68	191	$1.2M
Washington Park Capital Management, LLC	High 51%	97	191	$1.9M
Cherry Creek Investment Advisors Inc	Typical 24%	93	381	$920K
Ellija Capital Management, LLC	Very Low 4%	16	381	$150K
Threadgill Financial, LLC	High 38%	146	381	$1M
MN Wealth Advisors, LLC	Low 20%	112	571	$690K
Ingram Advisory Services, LLC	Very Low 6%	21	380	$290K
Modern Capital Concepts	Low 15%	29	189	$0
The Retirement Planning Company of New England, Inc.	Typical 24%	136	565	$700K
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
Branson Fowlkes & Co Inc	Very High 67%	126	188	$2.2M
CND Financial	High 39%	73	188	$1M
Fiduciary Solutions LLC	Low 14%	79	563	$0
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
Kessler Investment Group, LLC	Low 13%	71	558	$560K
The Holland Group, Retirement Wealth Advisors, LLC	Very Low 5%	38	744	$380K
Peak Financial Consulting, Inc.	Low 14%	51	371	$360K
Retirement Advisors, Inc.	High 44%	82	185	$860K
Rosecliff Capital Advisory LLC	Very High 85%	158	185	$150K
Sweetwater Financial Advisors, LLC	Very Low 10%	37	368	$200K
Wisdom Index Advisors	High 41%	75	184	$1.1M
Crescent Hill Partners LLC	Low 17%	31	183	$1.6M
Miami Valley Portfolio Management Inc	Low 12%	91	732	$260K
Plum Pointe Wealth Management	Low 15%	27	183	$560K
Morey & Quinn Wealth Partners	Very Low 7%	40	548	$680K
Longevity Capital Management	Very High 91%	165	182	$780K
Kondo Wealth Advisors, Inc	Typical 33%	119	362	$990K
Skyview Financial Group, LLC	Very Low 11%	41	362	$790K
Wayfinding Financial, LLC	Typical 26%	95	361	$980K
Bard Associates Inc	High 52%	93	180	$2.2M
HG Capital Advisors, LLC	Very Low 0%	—	180	$90K
Weis Advisory	Low 18%	131	716	$320K
Saos Capital, LLC	Low 15%	80	536	$420K
Easley Investment Consultants, Inc.	Low 15%	55	357	$630K
Family Dynasty Advisors LLC	High 50%	178	357	$140K
M.C. Byrd Wealth Management, LLC	Very Low 10%	53	534	$430K
Mascagni Wealth Management, Inc.	Low 16%	113	711	$580K
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Presper Financial Architects, LLC	Low 21%	111	533	$670K
Latour Asset Management LLC	Very Low 0%	—	710	—
Endurance Financial Planning, LLC	Very Low 5%	38	708	$140K
Evergreen Wealth Partners LLC	Low 17%	119	708	$560K
Financial Planning Center, LLP	Very Low 0%	—	354	—
KRM Financial Planning & Wealth Management, LLC	Typical 29%	51	177	$1.2M
IntelliVest Wealth Management	Very Low 3%	10	351	$150K
BCO Wealth Management, LLC	Low 21%	109	526	$590K
Abound Financial	Typical 26%	136	525	$790K
Fusion Capital, LLC	Low 17%	118	700	$700K
Premiere Wealth Advisors, LLC	High 43%	150	350	$140K
Sovereign Asset Management	Low 19%	65	350	$500K
Stride Investments, LLC	Low 15%	76	524	$380K
Antoine Williams & Associates Wealth Management, LLC	Low 19%	66	349	$850K
Premier Private Wealth Management, LLC	Very Low 2%	13	698	$180K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Eaton Financial Group	Low 21%	72	347	$910K
Federal Hill Capital Management	Low 12%	40	347	$160K
APEX Investment Group	Very Low 11%	56	519	$390K
Hall Capital Management Company, Inc.	Low 23%	121	519	$730K
Andersen Wealth Management	Very Low 0%	—	691	$140K
Cultivar Capital, Inc.	High 41%	142	345	$890K
FMI	Low 12%	80	690	$340K
First Financial Advisory Services Inc	Low 15%	76	516	$540K
Peterson Financial Group, Inc.	Low 12%	64	516	$570K
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
Carswell Investments, LLC	Low 22%	38	171	$1.7M
Wealthplans, LLC	High 41%	70	171	$1.2M
Capasso Planning Partners LLC	Low 18%	60	340	$760K
Avant Capital, LLC	Low 20%	67	339	$510K
J. L. Perkins Wealth Management, LLC	Very Low 2%	8	339	$420K
Udine Wealth Management Inc.	Typical 34%	115	338	$810K
Up North Financial, LLC	Low 17%	57	337	$600K
Tim Looney Investments, LLC	Typical 24%	123	504	$970K
Wright Wealth Management Group	Very Low 0%	—	168	—
Investment Management & Planning LLC	Very High 62%	314	503	$470K
Quest 10 Wealth Builders, Inc.	Low 22%	111	503	$470K
Omniwealth Investments LLC	Very Low 4%	6	167	$260K
Renaissance Advisors	Very Low 7%	25	334	$410K
Bell & Brown Wealth Advisors, LLC	Typical 30%	150	500	$960K
The Nalls Sherbakoff Group, LLC	Low 17%	86	500	$670K
Legacy Wealth Management Inc.	Very Low 8%	56	665	$380K
Berry Wealth Group	Typical 25%	83	332	$820K
Financial Institution Services, LLC	Low 15%	50	332	$780K
Dorval & Chorne Financial Advisors	Low 14%	90	663	$560K
Pacific Capital Associates	Very High 83%	411	497	$510K
Madden Advisory Services, Inc.	Typical 37%	122	331	$810K
Evermont Wealth	Low 18%	88	496	$670K
Stangier Wealth Management	Low 20%	101	496	$600K
Asset Preservation Group Inc	Typical 29%	96	330	$970K
M.Z. Kark & Associates, Inc.	Very High 57%	94	165	$2.2M
Financial Strategies Group	Very Low 9%	57	659	$280K
Paladin Financial	Low 12%	61	494	$400K
William Madison Advisors, Inc.	Typical 28%	137	494	$980K
Artesa Financial Group	Low 19%	62	329	$380K
Shaker Financial Services	Typical 31%	101	329	$870K
Tred Avon Family Wealth, LLC	Very High 90%	296	328	$1.2M
Lakeshore Financial Planning Inc.	Typical 30%	145	491	$960K
Fellowship Financial Group	Very Low 7%	33	489	$340K
ARK Advisors LLC	Typical 37%	120	325	$540K
Unified Wealth Management LLC	Very Low 10%	31	325	$460K
BWS Investment Management, LLC	Very Low 1%	4	324	$170K
Snowball Wealth Management	Low 17%	27	162	$850K
Proper Wealth	High 46%	224	485	$260K
Second Half Financial Partners, LLC	Very Low 9%	46	485	$260K
Armada Advisors	Low 14%	44	323	$420K
Spectrum Wealth Advisory Group, LLC	Typical 35%	226	646	$650K
Pathways Wealth Management, Inc.	Low 15%	74	484	$570K
Beyond Your Hammock LLC	Typical 30%	48	161	$720K
Burrus	Typical 25%	79	322	$750K
Kanno Capital	Typical 25%	41	161	$270K
Phase III Advisory Services, LTD	Low 14%	69	483	$440K
Brendel Financial Advisors LLC	Low 23%	73	321	$810K
Kleinfelder Capital, Inc.	High 44%	212	481	$770K
Paladino Wealth	High 41%	65	160	$900K
SharpePoint, LLC	Low 13%	64	479	$440K
Brighter Retirement Advisors LLC	Very Low 3%	9	319	$180K
Riverland Wealth Management	Very Low 8%	26	319	$170K
Sard Wealth Management Group, LLC	High 49%	155	319	$1.4M
Moulton Wealth Management, Inc	Very Low 11%	52	477	$330K
Timepiece Financial Planning, Inc.	Very Low 0%	—	159	$460K
Broadway Advisor Group	Low 23%	71	315	$640K
Blong Financial	Low 17%	53	314	$640K
Ceera Investments, LLC	Very High 64%	100	157	$1.7M
Orion Investment Co	Very High 56%	350	627	$690K
Luedtke & Associates	Low 12%	55	470	$470K
Brook Capital	Very Low 11%	68	626	$450K
Olde Wealth Management, LLC	Typical 28%	88	313	$1.2M
Gineris Wealth Management	Very Low 10%	30	312	$280K
HG Tailored Financial Services	Very Low 6%	20	312	$250K
Phillips Wealth Planners LLC	Typical 37%	114	312	$1.1M
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Kellett Wealth Advisors, LLC	Very Low 11%	50	465	$680K
Mobile Bay Wealth Management, LLC	Very Low 0%	—	310	$220K
Red Cedar	Very Low 5%	8	155	$260K
First Nebraska Financial Services	Low 18%	85	463	$940K
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
J.E. Simmons & Co., P.C.	Very Low 8%	24	308	$330K
Larson Financial Advisors	Typical 25%	39	154	$580K
Evans Investment Advisors, L.L.C.	Very High 61%	281	461	$770K
Cosner Financial Group, LLC	Low 21%	130	614	$490K
Baron Financial Group LLC	Typical 35%	106	306	$1.2M
Nardis Advisors LLC	High 52%	79	153	$1.1M
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
The Clark Group Asset Management	High 38%	174	458	$740K
Canterbury Capital Wealth Management, LLC	Low 18%	54	305	$420K
iTrust Asset Management, LLC	Very Low 11%	50	457	$410K
AGP Franklin, LLC	Low 19%	85	456	$540K
Blue Waters Advisory Group, LLC	High 51%	78	152	$530K
Craig Duvarney, Cfp	Very High 79%	120	152	$2.4M
M.K. Brown Wealth Advisory	Typical 28%	42	152	$1.1M
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Entruity Wealth, LLC	Typical 24%	73	302	$540K
Tevis Investment Management, LLC	Typical 36%	54	151	$1.5M
Secured Retirement Advisors, LLC	Very Low 11%	66	602	$420K
Asset Solutions, Inc.	Very Low 7%	22	300	$330K
Hofer & Associates Wealth Management	Low 18%	55	300	$720K
Kaizen Wealth Management, LLC	Very Low 0%	—	450	—
Live Oak Wealth Management, LLC	Low 22%	100	450	$130K
Money Methods, Inc.	Very Low 2%	6	300	$0
Moore Financial Strategies, LLC	Very Low 0%	—	300	—
P/E Capital Investments	Low 17%	25	150	$67K
Smith Securities LLC	Very Low 0%	—	450	$0
Flagship Private Wealth	High 45%	269	597	$730K
Harborfront Financial Group	Typical 27%	158	596	$250K
Mercurio Wealth Advisors	Very Low 3%	15	446	$320K
Atlas Wealth Partners LLC	Low 23%	68	297	$720K
Johnson Financial Advisors	Typical 26%	77	297	$1M
Clark Wealth Partners, LLC	Low 14%	61	444	$580K
Kane Financial	Very Low 7%	20	296	$250K
Masus Financial Group, Ltd.	Low 18%	52	296	$640K
Strategic Investment Management	Very Low 5%	7	148	$280K
Redstone Wealth Management, LLC	Very Low 7%	40	590	$320K
Sound Financial Strategies Group, LLC	Very Low 5%	30	590	$220K
The Perspective Group	Typical 36%	105	295	$760K
Arrian Investments, Inc.	Low 14%	60	442	$510K
Braeburn Wealth Management, LLC	Very Low 8%	37	441	$560K
Hallett Advisors	Low 17%	50	293	$510K
Peak Capital Management	Very Low 8%	23	293	$290K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Kachkovsky & Fisher, Inc.	Typical 28%	125	439	$620K
Portland Private Wealth Management, Inc.	Low 14%	60	439	$530K
Castle Financial & Retirement Planning Associates Inc	Low 23%	33	146	$740K
David P. Gilliam & Associates, Inc.	Low 15%	65	438	$400K
Grove Street Fiduciary, LLC	Very High 63%	184	292	$1.4M
Holland Financial Services, Inc.	Low 17%	25	146	$470K
Secure Financial Management	Low 20%	116	584	$680K
Thames Financial Management	Typical 36%	106	292	$1M
Eagle Capital Management, LLC	Typical 30%	87	291	$1.2M
Wilkerson Advisory Group LLC	Low 16%	96	582	$560K
Five Corners Financial Services	Typical 33%	95	290	$1M
Vivid Wealth Management, LLC	Low 21%	93	434	$670K
Prosperity Advisers, LLC	High 41%	118	289	$1.3M
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Boulder Investment Group	Typical 24%	35	144	$490K
Halcyon Global Advisors	Typical 36%	52	144	$1.4M
Stirling Financial Group	Typical 34%	98	288	$590K
Wood Tarver Financial	Typical 26%	148	575	$800K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Finish Well RIA LLC	Very Low 8%	22	287	$340K
Jeffery C. Welch and Associates, Inc.	Very Low 3%	10	287	$97K
Lyons Capital Group	Low 22%	62	287	$560K
NRI Wealth Management, LLC	Very High 64%	185	287	$1.1M
R2 Wealth Management Partners	Very Low 7%	30	430	$550K
Wolfgang Capital	Low 13%	55	430	$300K
Avail Investment Partners, LLC	High 40%	57	143	$1.3M
DFG Wealth Management, LLC	Very Low 4%	6	143	$450K
Financial Forum, Inc.	Low 13%	77	572	$500K

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