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
Abendstern Wealth Management, Inc.	—	—	—	—
Affordable Life Plans, LLC	—	—	—	—
Akros Investments, Inc.	—	—	—	—
Altamira Capital Management LLC	—	—	—	—
ArborStone Financial, LLC	—	153	1,129	—
Atlantic Financial	—	—	—	—
AyurAsset LLC	—	—	—	—
Bluegrass Legacy Planning	—	—	—	—
Blue Horizon Investments LLC	—	—	—	—
Bora Capital, LLC	—	—	—	—
BrightGuide Financial	—	—	—	—
Budnick Capital, LLC	—	—	—	—
Cruz Investments & Wealth Management	—	—	—	—
Ebquant, LLC	—	—	—	—
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Evolution Vision Wealth Management	—	—	—	—
Exceptional Wealth & Family Office	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
FactorPoint Planning, LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Forthright Partnerstm	—	—	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
Gebhart & Associates, Inc.	—	—	—	—
Golden Pine Advisory, LLC	—	—	—	—
Goldstrike Capital LLC	—	—	—	—
Great Lakes Bay Financial	—	—	—	—
Greystone Wealth Management LLC	—	—	—	—
Guardant Wealth Advisors	—	19	34	—
Gudorf Financial Group, LLC	—	—	—	—
Guided Wealth, LLC	—	28	115	—
Hamilton Capital Advisors LLC	—	—	—	—
Hesmer Wealth Management LLC	—	—	—	—
Homage Wealth Group LLC	—	—	—	—
Innova Wealth, LLC	—	—	—	—
Ironwood Investment Group LLC	—	—	—	—
IWC Financial Planning	—	—	—	—
KConnally Strategies, LLC	—	—	—	—
Kramer Investment Advisors, Inc.	—	—	—	—
KWM Partners LLC	—	—	—	—
Legacy Advisory Network, LLC	—	—	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Mexus Wealth Management	—	—	—	—
Money & Clarity	—	—	—	—
Money Evolution	—	—	—	—
Money Strategies, Inc.	—	—	—	—
Mosaic Wealth Management LLC	—	—	—	—
NBW Capital LLC	—	—	—	—
Novodyn Advisors LLC	—	—	—	—
Park Walk Investments LLC	—	—	—	—
Pinecrest Advisory Services, LLC	—	—	—	—
Pinnacle Treasury Investments, LLC	—	—	—	—
Potential Wealth Management LLC	—	—	—	—
Prairie View Wealth Partners LLC	—	—	—	—
Rainier Wealth Planning, LLC	—	—	—	—
Rea Financial	—	—	—	—
SCP Steward Capital Advisers LLC	—	—	—	—
Silverstone Private Wealth	—	—	—	—
SimplePath Wealth Management, LLC	—	—	—	—
Somos Financial Partners LLC	—	—	—	—
Sterling Capital Advisors	—	—	—	—
Sundial Capital Management, L.P.	—	—	—	—
Tenet Wealth Partners, LLC	—	33	379	—
Ten Seven Capital	—	—	—	—
The Better 401(k) Source	—	—	—	—
Trilogy Wealth Management, LLC	—	—	—	—
WB Advisors Texas LLC	—	—	—	—
Wealth intelligently navigated, LLC	—	—	—	—
Worth Wealth Advisors, LLC	—	—	—	—
Ensemble Financial, Inc.	Very High 100%	1	1	$0
Family Freedom Wealth Management, LLC	Very Low 0%	—	1	$1.5K
Trustee Empowerment & Protection, Inc.	Very Low 0%	—	3	$0
Antigravity Investments	Very Low 0%	—	2	$17K
Concentrated Risk Solutions Inc.	Very Low 0%	—	2	—
Dauntless Advisory, LLC	Very High 100%	3	3	$870K
DHL Wealth Management LLC	High 50%	2	4	$1.9M
True Wealth, LLC	Very Low 0%	—	1	—
Zacks Intelligence LLC	Very Low 0%	—	1	$2
One Oak	Very High 100%	5	5	$14M
Investa Asset Management LLC	Very Low 0%	—	3	$170K
SA Financial Solutions, LLC	Very High 100%	3	3	$150K
San Antonio Wealth, LLC	Very Low 0%	—	3	$170K
Your Path Financial LLC	Very High 100%	3	3	$820K
COR3 Investment Partners, LLC	Very High 100%	6	6	$1.1M
Douglas Capital Advisors	Very Low 0%	—	4	$25K
HHL Wealth Advisors Inc.	Very Low 0%	—	4	$38K
Hill and Labarre Wealth Management	Very Low 0%	—	6	$42K
Pomifer Capital Partners LLC	Very Low 0%	—	4	—
The Healy Group LLC	High 50%	2	4	$4.3M
True Wealth Nation	Very Low 0%	—	7	—
Acribus Capital LLC	Very Low 0%	—	5	$490K
Ambastha Financial LLC	Very High 100%	5	5	$1.2M
Idylian Capital	Very Low 0%	—	5	$100K
Maggi Investment Services, LLC	Low 20%	1	5	$260K
Neal Financial Group, L.P.	Very Low 0%	—	10	—
NorthPointe Financial Advisors LLC	Very Low 0%	—	5	—
Rogers Capital Advisors, LLC	Very High 100%	5	5	$860K
Strider Capital, LLC	Very High 100%	8	8	$6.1M
Three Phases Wealth Advisors LLC	Very Low 0%	—	8	$0
Martello Retirement and Wealth, LLC	Very High 100%	6	6	$5.7M
Pinnacle Stream Capital LLC	Very High 100%	6	6	$840K
Storgate, LLC	Very High 100%	6	6	$14M
Dynamique Capital Advisors	Very High 100%	10	10	$2.5M
Integritas Wealth Strategies, LLC	Very Low 10%	1	10	$350K
Rival Capital Management, LLC	Very Low 0%	—	10	$300K
Walnut Green Asset Management, LLC	Very High 100%	7	7	$9.3M
Concierge Financial Advisor LLC	Very High 88%	7	8	$4.9M
Golden Eagle Capital Advisors, Inc.	Very High 88%	14	16	$450K
Luna Partners	Very Low 0%	—	8	$79K
Maverick Private Wealth LLC	Very High 100%	8	8	$880K
NexAdvisors, LLC	Very Low 0%	—	4	$5.1M
Sunlight Peaks Financial Partners, LLC	Very Low 0%	—	12	$0
HP Wealth Management LLC	Very High 62%	8	13	$1.2M
Canterbury Tollgate	Very High 100%	9	9	$5.6M
D'Arcy Wealth Management, Inc.	Very Low 0%	—	9	$150K
Saddock Wealth, LLC	High 44%	4	9	$9.3M
WG Plan LLC	High 44%	4	9	$560K
Strive Retirement Group	Low 14%	2	14	$430K
Acorn Capital Partners, LLC	Very High 100%	10	10	$590K
Amerigo Asset Management Corporation	Very Low 0%	—	10	$390K
AMWH Asset Management LLC	Very Low 0%	—	10	$920K
Athenainvest Advisors LLC	High 50%	10	20	$480K
Divergent Capital Asset Management LLC	High 50%	10	20	$2M
Integrity Financial Planning, LLC	Typical 30%	3	10	$380K
MB Advisors LLC	Very High 100%	10	10	$4.7M
Midwest Wealth Management Inc	Very Low 0%	—	10	$23K
Old Beach Investment Advisors, LLC	Very High 100%	5	5	$13M
Orchid Advisory	Very High 100%	15	15	$20M
Sterling Growth Investments, LLC	Very Low 0%	—	10	$570K
Sumnicht & Associates, LLC	Very High 100%	10	10	$11M
Velaga Advisors	Very High 100%	10	10	$2.4M
Stavis Wealth Transfer Solutions	Very High 100%	21	21	$6.9M
1st Financial Investment, Inc.	Typical 25%	4	16	$49K
Glynn Capital Advisors	Very High 100%	11	11	$500K
Adaptive Advice, LLC	Typical 28%	5	18	$460K
Empiric Institutional	Very High 100%	6	6	$690K
FESC Asset Management LLC	Very Low 0%	—	6	$57K
Fleetstar Financial	Very Low 0%	—	6	$180K
Grantd Wealth, Inc.	Low 22%	4	18	$180K
Greenrock Asset Management LLC	Low 17%	2	12	$460K
ONESOURCE Wealth Advisors	Very Low 8%	1	12	$270K
Symphony Wealth Management	Very High 67%	4	6	$19M
Corps Capital Advisors, LLC	Very High 100%	19	19	$14M
Vilga Financial Planning LLC	Very High 100%	19	19	$8.9M
Avior Capital Markets US, LLC	Very Low 0%	—	13	—
Dunvegan Associates Inc	Very High 100%	13	13	$4.1M
Elm Asset Management Inc.	Very Low 0%	—	13	$310K
GBG Wealth Management LLC	Very High 81%	21	26	$910K
Nubian Square Investment Advisors, LLC	Very Low 8%	2	26	$260K
Pearl Capital Investments	Very High 100%	13	13	$1.2M
Prossimo Advisors LLC	Very High 100%	26	26	$7.8M
Upholdings	Very High 100%	13	13	$3.9M
AIM Advisors	Low 21%	3	14	$120K
Cannoles Asset Management, Inc.	Typical 29%	4	14	$410K
Dakota Asset Management, LLC	Very High 64%	9	14	$1.2M
DP Grow LLC	Very Low 0%	—	14	$170K
Fairbanks Financial Wealth Management	Very High 76%	16	21	$4.3M
Kopion Asset Management, LLC	Typical 36%	5	14	$10M
Lindsey Financial, Inc.	Very High 93%	13	14	$0
Obran Capital Advisors LLC	Very Low 0%	—	28	$490K
Parkstone Wealth Management, LLC	Very High 71%	15	21	$9M
Praestantia Capital, LLC	Very High 100%	14	14	$320K
Sharper Image Financial Services, LLC	Low 14%	2	14	$130K
Tigress Financial Partners, LLC	Very High 100%	14	14	$900K
T.I.P.S. 4 Reps	Typical 29%	2	7	$770K
Outrunner Capital, LLC	Very High 73%	16	22	$13M
Coral Reef Advisors LLC	Very High 80%	12	15	$5.3M
Crew Wealth Management	Very Low 0%	—	15	—
Empiric Advisors, Inc.	Very High 100%	15	15	$2.7M
Germana Capital LLC	Low 20%	3	15	$420K
Livingston Financial Planning, Inc.	Typical 27%	4	15	$780K
Mercer Island Capital Management, LLC	High 53%	8	15	$1.5M
Optimus Wealth Management Group, Inc.	Very Low 0%	—	15	—
Simpli-FI Alpha LLC	Very Low 0%	—	15	$190K
The Von Dohlen Knuffke Financial Group, LLC	Very High 100%	15	15	—
Virtuevian Ventures	Very Low 0%	—	15	$66K
Wullschleger Group	High 40%	6	15	$540K
Calm River Capital LLC	Very High 70%	16	23	$550K
Kai Wealth LLC	Very High 74%	17	23	$12M
JV Global Capital, Inc.	Low 19%	3	16	$690K
MindState Capital LLC	Very High 100%	16	16	$4.4M
RWR Investments LLC	Very High 100%	8	8	$20M
The Invictus Collective, LLC	Very High 100%	16	16	$29M
Woodland Wealth Advisors	Typical 25%	4	16	$650K
Brokaw Rice Investment Advisors, Incorporated	Low 18%	3	17	$320K
Comprehensive Wealth Services, LLC	Very High 100%	34	34	$2.7M
Jackson Money Management, Incorporated	Very High 71%	12	17	$2.5M
Laureate Wealth Management, LLC	Very High 100%	34	34	$3.2M
Ridgewood Wealth Management LLC	Very High 100%	17	17	$1.5M
2nd Market Capital Advisory Corp.	Low 23%	8	35	$1.3M
GT Investment Management, LLC	Very High 100%	35	35	$160K
McClure Capital Advisors, Inc.	Low 14%	5	35	$670K
Arrow Alliance	Very High 72%	13	18	$3M
Belonging Wealth Management	Very Low 0%	—	18	$600K
Dillow Wealth Management LLC	Very High 78%	14	18	$5.9M
Durable Dividend Growth Strategies, L.P.	Very High 100%	18	18	$1.4M
II Technology, LLC	High 50%	9	18	$1.6M
Kisher Capital, LLC	Very Low 0%	—	27	$200K
Lynch Financial Group	Typical 33%	6	18	$420K
Rose Wealth, LLC	Very Low 0%	—	36	$160K
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
Terraform Wealth, LLC	Very High 56%	5	9	$23M
Bull & Bear Advisors LLC	High 38%	14	37	$660K
Lindus Advisors, Inc.	High 54%	15	28	$490K
The Pacific Group	High 54%	15	28	$650K
Azimuth Wealth Advisors	High 53%	10	19	$1.3M
Blue Marlin Advisors, LLC	Very Low 0%	—	19	$300K
Fondren Oaks Capital Management	Very High 68%	13	19	$1.2M
Freund & Co Investment Advisors, L.C.	Very High 63%	12	19	$1.4M
Raskin Global Inc.	Low 21%	8	38	$490K
SBC Investment Management, LLC	Very High 79%	15	19	$4M
S Squared Advisors LLC	Very High 100%	19	19	$3.4M
Three Oaks Partners Investment Counsel LLC	Low 16%	3	19	$310K
TrueHaven Capital	High 53%	10	19	$2.8M
Upbeat Wealth	Very Low 0%	—	19	$770K
Vogel Consulting, LLC	Very Low 0%	—	19	—
Covato Capital Management, LLC	Very High 76%	22	29	$560K
Heritage Asset Managers, Inc.	High 55%	16	29	$2.8M
Legacy Financial Group	Typical 34%	10	29	$690K
Simplified Wealth Management, LLC	Very Low 0%	—	29	$800K
Vesteer Wealth Management, LLC	High 48%	14	29	$770K
KM Capital Management, Ltd.	Very High 59%	23	39	$7.6M
Panteles Advisors	Very High 95%	37	39	$2.8M
Advantage Wealth Management, L.L.C.	Very Low 0%	—	20	$240K
Axiom Founders Family Office	Very High 100%	20	20	$1.4M
Boundary Street Partners LP	Typical 25%	5	20	$900K
Caprock Capital Advisors Inc.	High 50%	10	20	$4.4M
Forth Capital (USA), LLC	Low 13%	5	40	$490K
JMN Investment Management LLC	Very High 70%	7	10	$1.6M
Patterson Advisors	Very High 60%	12	20	$0
Professional Asset Management, Inc	High 40%	8	20	$580K
Resource Consulting Group, Inc.	Very High 83%	25	30	$0
Shorebird Capital, LP	Very Low 0%	—	10	—
Sophronia Wealth Advisors	Typical 30%	3	10	$780K
Tactical Tax Wealth Management	High 40%	8	20	$1.4M
Tines Capital, LLC	Very High 90%	27	30	$170K
Direwolf Wealth Management, LLC	Very High 81%	25	31	$260K
Alexander D Cohen Investments, LLC	Very High 100%	21	21	$250K
Bass Rocks, LLC / Bass Rocks Asset Management	Very High 95%	20	21	$780K
ClearPoint Wealth Management	High 43%	18	42	$1.6M
Endurance Financial Group	Typical 29%	6	21	$850K
Third Sigma Investment Advisors LLC	Very High 69%	29	42	$1.1M
Tiercel Capital Texas LLC	Very High 67%	14	21	$670K
Toro West Capital Advisors	Very High 81%	17	21	$12M
Unity Wealth Partners	High 52%	11	21	$340K
Cbs Funding, Inc.	Very Low 6%	2	32	$780K
J.P.Morgan Wealth Management Solutions Inc.	Low 19%	6	32	$270K
Pendragon Capital Management, Inc.	High 42%	18	43	$1M
World Choice Securities, Inc.	Typical 26%	11	43	$620K
Blazing Star Financial	Very Low 0%	—	22	$160K
Garhwal, Chan & Williams Inc.	Very High 100%	22	22	$5.5M
Huber, Cardono, Moring & Richter, L.P.	Very Low 0%	—	33	$660K
Interlinc Financial Advisors, Inc.	Very Low 0%	—	22	—
Investment Strategies, L.L.C.	Typical 32%	7	22	$3.5M
Jones Kertz & Associates, Inc.	Very High 80%	35	44	$5.3M
Pathway Wealth Management, LLC	Very High 82%	18	22	$4.6M
Robert W. Colby Asset Management, Inc.	High 41%	9	22	$210K
SVRN Asset Management, LLC	Very High 77%	17	22	$7.8M
Timothy Craig Steenwyk	Low 23%	5	22	$1.4M
Anchor Financial	Very Low 0%	—	45	$130K
Crane Investments Inc	Very Low 0%	—	34	$260K
Lavelle Capital	Very High 100%	34	34	$9.5M
Sycamore Financial Planning, LLC	Very Low 9%	3	34	$3.1M
Acts Financial Advisors	Very High 78%	18	23	$5.5M
Brett Josey Wealth Management LLC	Very High 57%	13	23	$6.2M
KLD Wealth Management	Very Low 9%	2	23	$370K
Lift Asset Management	High 39%	9	23	$1.5M
Oak & Reed Capital Management, LLC	Very High 70%	16	23	$630K
Pivot Investment Planning, LLC	High 39%	9	23	$2M
Global Key Advisors	Very High 66%	31	47	$540K
A3 Capital Advisors	Very High 100%	24	24	$9.5M
AKG Financial Group	Very High 67%	16	24	$3.8M
BEE Financial Partners Wealth, LLC	Very Low 0%	—	24	$210K
Big Rock Advisors LLC	Very Low 0%	—	36	$430K
Confluent Asset Management LLC	Very Low 0%	—	24	$150K
Deep Think Investments	Very High 83%	20	24	$970K
Dornick Wealth Management	Very High 100%	24	24	$2.5M
Ellevate Advisors	Very Low 0%	—	12	—
Hanks Capital Management, LLC	Very Low 0%	—	24	$330K
HAPPYRICH Capital	High 50%	24	48	$910K
KP7 Investors LLC	Very High 100%	12	12	$860K
Springtide Partners	Very High 79%	19	24	$1.9M
The Financial Advisory Group	Very Low 0%	—	49	—
10Elms LLP	High 51%	19	37	$2.8M
Altere Financial, LLC	Very High 92%	34	37	$1.5M
RNS Wealth Management, LLC	Very Low 0%	—	37	$110K
Bright Vision Wealth	Low 20%	5	25	$1.1M
Course 26, LLC	Very High 100%	25	25	$700K
Daytona Street Capital	Very High 80%	40	50	$3.7M
Evan Capital	Typical 28%	7	25	$550K
Fortuna Investors LLC	Typical 26%	13	50	$420K
Geneva Financial Group LLC	Very Low 0%	—	25	$270K
NHABLA	Typical 32%	8	25	$1.3M
Pilot Retirement Advisors	Very High 100%	25	25	$1.7M
Poxono Capital	Very High 64%	32	50	$360K
Promus Advisors	Very High 88%	44	50	$7.7M
Redmount Capital Partners LLC	High 44%	11	25	$750K
Shining Rock Advisors LLC	Very High 92%	23	25	$6M
Vita Planning Group LLC	High 48%	24	50	$1.4M
Voyage Wealth Management LLC	Typical 36%	9	25	$900K
WealthValues, LLC	Very High 100%	25	25	$19M
Malatai Capital LLC	Low 21%	8	38	$1.7M
Mountain Goat Wealth Management LLC	Very Low 0%	—	71	$110K
Exos Wealth Strategies, LLC	Very Low 0%	—	51	$350K
Hampton Rock Wealth Management	High 43%	22	51	$3.5M
Artham Advisors	High 42%	11	26	$780K
AssetFusion	Very Low 0%	—	26	$610K
BMH Capital Management LLC	Low 12%	3	26	$330K
Cain Capital Management, LP	Typical 31%	4	13	$11M
Gatens Financial, LLC	Very High 58%	15	26	$1.6M
MDS Wealth Advisors, LLC	Typical 35%	9	26	$1.1M
Miltonian Capital Management, LLC	Very High 69%	18	26	$1.7M
Obsidiant Partners LLC	High 54%	7	13	$780K
Professional Financial Advisors Inc	Very Low 0%	—	26	$910K
QuantStreet Capital	Very High 73%	19	26	$7.4M
Spark Wealth Advisors	Low 23%	6	26	$590K
Symphony Financial Team	High 38%	10	26	$0
Anova Management	Very High 75%	30	40	$480K
Anovest Investment Advisors	Very High 88%	35	40	$990K
District Capital Management, LLC	Typical 33%	13	40	$710K
Pollux Wealth Management	High 38%	15	40	$1.3M
Zor Capital, LLC	High 50%	20	40	$740K
Cantata Wealth Management, LLC	Very High 70%	19	27	$3.2M
DeLeon Wealth LLC	High 44%	12	27	$420K
FS Financial Advisors, LLC	Low 19%	5	27	$640K
Holden Family Office, LLC	High 39%	21	54	$700K
New Frontier Wealth Management	Typical 26%	7	27	$910K
Sunnybranch Wealth LLC	Very High 70%	19	27	$1.1M
Palogic Value Management, L.P.	High 42%	23	55	$3.9M
Adviser Alliance, LLC	Very Low 0%	—	28	$210K
Ballast Capital Advisors, LLC	Very High 100%	42	42	$7.8M
Bisonwood Financial Management	Very High 68%	19	28	$2.2M
Ford Financial Solutions, LLC	Very High 61%	17	28	$750K
Global Wealth Management, L.C.	Very High 75%	21	28	$5.5M
Monetary Management Corporation	High 39%	11	28	$940K
Money Positive	Very Low 0%	—	28	—
Mountain Wealth Management, LLC	Very High 57%	16	28	$1.5M
Olson Consulting LLC	Very Low 0%	—	28	$790K
Ratio Capital	Very Low 0%	—	42	$320K
Silverstone Financial LLC	High 39%	11	28	$1M
Stone Fortress Wealth Strategies	Very High 100%	28	28	$2M
Trimarc Wealth Management LLC	Very High 100%	14	14	$15M
Verde Wealth Group, LLC	Very Low 0%	—	14	—
Your Richest Life	Typical 29%	8	28	$690K
Seek & Find Financial	Very Low 5%	2	43	$260K
Christensen Capital, LLC	High 55%	16	29	$290K
Exemplar Wealth Partners LLC	Low 21%	6	29	$840K
Lifetime Financial	Very High 72%	21	29	$1.5M
Macro Wealth Advisors, Inc.	High 55%	16	29	$720K
Partners Capital Management, Inc.	Very High 62%	18	29	$1M
Springreef LLC	Very High 100%	29	29	$0
Stone Wealth Strategies	Very Low 0%	—	58	$0
Aqua Capital Advisors	High 55%	24	44	$3.3M
Prospera Capital Management, LLC	Very High 84%	37	44	$7.8M
Sanctuary Financial Planning, LLC	Very High 82%	36	44	$2.3M
Redbud Advisors	Very High 97%	57	59	$5.9M
Chimera Wealth	Low 20%	9	45	$370K
Comprehensive Wealth Solutions, LLC	High 55%	33	60	$6.2M
Filigree Wealth Advisors, LLC	Very High 60%	27	45	$4.6M
Flourish Financial Planning	Low 22%	13	60	$550K
Mighty Oak Management LLC	High 53%	24	45	$330K
Rahlfs Capital, LLC	Very High 100%	15	15	$10M
BXM Wealth LLC	Very High 59%	36	61	$3.8M
Synchronous Wealth Advisors LLC	Very High 100%	61	61	$4.7M
Cooksen Wealth, LLC	Very High 83%	38	46	$4.5M
Mar Wealth Management Services, LLC	High 52%	24	46	$2.5M
Olsen Family Financial, LLC	Very Low 0%	—	46	$300K
RDG Capital Management LLC	High 46%	21	46	$1.6M
Catalyze Wealth Management	Very High 58%	18	31	$1.4M
Cayside Partners	Very High 100%	62	62	$4.4M
Coronado Investment Advisors, LLC	Typical 26%	8	31	$490K
Dickson Financial Group, LLC.	Very High 90%	28	31	$210K
Java Wealth Planning	Typical 26%	8	31	$660K
Pursue Wealth Partners, LLC	Very High 84%	26	31	$7M
Total Wealth Partners	Very High 74%	23	31	$1.1M
Town Lake Capital Management	Very High 68%	21	31	$1.6M
Upstream Financial Advisors LLC	Low 23%	7	31	$830K
Beacon Financial Advisors	Very High 81%	38	47	$4.5M
Decca Private Wealth Management, Inc.	Very Low 9%	4	47	$150K
Real Wealth Planning	Low 23%	11	47	$790K
The Wealth Conservancy, Inc.	High 45%	21	47	$5.1M
Accession Partners LLC	Very High 100%	16	16	$0
Black Capital Management, LLC	Very High 69%	33	48	$2.5M
Curran Financial Partners, LLC	Typical 28%	9	32	$640K
Estes Financial Services, Inc.	Typical 31%	10	32	$150K
Inspired Financial Planners	High 41%	13	32	$2.2M
Maclendon Wealth Management, LLC	Very High 69%	22	32	$4M
McMillan Analysis Corporation	Very High 60%	29	48	$490K
Mcmillen & Company, Inc.	Typical 31%	10	32	$2.5M
Western Pacific Wealth Management, LP	High 53%	17	32	$6.4M
Wolfson Wealth Management	Low 16%	5	32	$660K
Consolidated Financial Management Corp.	Very Low 0%	—	65	—
Financial Planning HQ, LLC	Very Low 0%	—	49	—
Unique Financial Advisors LLC	High 53%	26	49	$1.5M
Arcvest, LLC	Very High 61%	20	33	$1.7M
Foundry Wealth Advisors, LLC	High 50%	33	66	$2.5M
Gordon Asset Management LLC	Very High 85%	28	33	$2.5M
Investors Mosaic	Very High 79%	26	33	$5.6M
North Haven Financial LLC	Very High 67%	22	33	$1.1M
Poder Wealth Advisors	High 55%	18	33	$370K
Thales Investment Services, Inc.	Very Low 0%	—	33	$100K
TWRU Private Wealth Management, LLC	Very High 100%	33	33	$2.4M
M2 Capital Advisors	Typical 24%	12	50	$380K
Millares Asset Management, LLC	Very High 70%	35	50	$4.7M
Texas Asset Management	Very High 72%	36	50	$1.3M
Van Nostrand Wealth Management LLC	Very High 58%	29	50	$1.2M
Vision Research, LLC	Very Low 0%	—	50	—
Ajax Capital Advisors, Inc.	Low 19%	13	67	$490K
Apricity Financial, LLC	High 49%	33	67	$1.4M
21 West Wealth Management LLC	Very High 82%	28	34	$3.8M
Arnold Weitz & Co	Typical 35%	12	34	$13M
Columbus Wealth Management	High 44%	15	34	$1.1M
Echelons Capital, LLC	High 53%	18	34	$4.6M
EMC Capital Management, LLC	Very High 100%	17	17	$8.6M
Fortiter Wealth Management, LLC	Very High 88%	45	51	$7.4M
ISGAM US LLC	Typical 33%	17	51	$1.3M
Legacy Wealth Management, LLC	Very High 59%	40	68	$6.5M
Linch Financial, LLC	High 45%	23	51	$800K
MRM Financial Advisors, LLC	Very High 90%	46	51	$1.2M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
Partner Wealth	High 53%	18	34	$2.3M
Portia Capital Management	Typical 24%	8	34	$550K
Tyton Wealth	High 47%	16	34	$840K
White Pine Financial LLC	High 50%	17	34	$940K
Centurion Counsel Inc	Very Low 0%	—	52	$1.1M
AG Asset Advisory, LLC	Very High 94%	33	35	$12M
AIS Asset Management	Very Low 0%	—	35	$230K
Birch Capital Management, LLC	Very High 77%	27	35	$6.7M
Bright Angel Advisors LLC	High 51%	18	35	$6.4M
East Horizon Investments	High 49%	17	35	$1.6M
Mckeel Capital Management	Very High 89%	31	35	$1.8M
Tilly, Inc.	Very Low 0%	—	35	$0
Wingate Capital Advisors LLC	Very Low 0%	—	35	$69K
Crosswell Family Wealth Advisors	Very High 94%	50	53	$1.5M
Envest Advisors, LLC	Very Low 2%	1	53	$140K
New River Investments	Low 17%	9	53	$470K
K&S Wealth Advisors, LLC	Very High 56%	40	71	$1.1M
Northern Monarch Capital LLC	Low 23%	16	71	$570K
VIM Wealth Management, LLC	Very High 70%	50	71	$440K
Vital Capital LLC	Low 21%	15	71	$940K
A. Gary Shilling & Co.	Very High 100%	18	18	$2.3M
Alpha Wealth Strategies, LLC	Very High 92%	33	36	$6.1M
Axion Financial Group LLC	Very High 83%	30	36	$1.3M
Bellwether Capital Management LLC	Very High 81%	29	36	$1M
CIRRUS CAPITAL MANAGEMENT, LLC	Typical 33%	12	36	$710K
CJC Wealth Management	High 43%	31	72	$1.3M
Codex Capital Asset Management, L.L.C.	Very High 100%	18	18	$16M
Dorsey Wealth Management, LLC	High 44%	16	36	$1.6M
Evolve Investing LLC	High 42%	15	36	$1.9M
Generous Wealth Management	Very High 72%	52	72	$770K

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