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
Herrington Wealth Management Corporation	Typical 31%	11	36	$1M
ImpactAdvisor LLC	Very High 59%	32	54	$1.3M
Independence Wealth Group	Very Low 0%	—	54	$86K
Lifestyle Planning, LLC	Low 22%	16	57	$690K
Nautical Star Financial Group LLC	Typical 32%	23	72	$620K
RBG Wealth Advisors LLC	Very High 64%	46	72	$2M
Orion Wealth Management LLC	Typical 30%	22	73	$230K
Tremont Street Advisors, LLC	Low 18%	13	73	$830K
Vista Finance, LLC	Very High 79%	58	73	$3.6M
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Ideology Wealth Advisors, LLC	Very High 82%	45	55	$1.6M
Ithaka Financial Planning, LLC	High 55%	30	55	$1.7M
Wrwco, LLC	Very High 62%	34	55	$1.8M
Blend Wealth	Low 23%	17	74	$750K
Haywood Wealth Management	Very Low 0%	—	37	$310K
Heller Private Wealth	Typical 35%	13	37	$2.2M
Holland Investment Management, Inc.	Very High 59%	22	37	$1.7M
M Stevens Wealth Advisors, LLC	Very Low 8%	3	37	$190K
Next Bloom Wealth	Typical 24%	9	37	$770K
Penbrook Management LLC	High 50%	37	74	$2M
Eagle Point Capital LLC	Typical 34%	19	56	$370K
Mint Asset Management LLC	High 45%	25	56	$1.1M
WSA Affiliates, LLC	Low 18%	10	56	$0
Life Balance Financial	Very Low 0%	—	75	—
Black Arrow Capital LLC	Typical 32%	12	38	$1M
Chartmark Investments, Inc.	Low 21%	16	76	$1M
Datalign	Very Low 0%	—	38	—
Fowler Financial Management	Typical 32%	12	38	$880K
Haron Capital Management, LLC	Very High 100%	38	38	$1.2M
Hayden Harper Wealth Advisory, LLC	High 45%	34	76	$2M
Kala Capital	Very Low 7%	5	76	$330K
Lloyds Intrepid Wealth Management	High 55%	21	38	$1.6M
McMillan Capital Management, LLC	Very High 100%	38	38	$2.5M
Ocotillo Wealth Management LLC	Very Low 0%	—	38	$420K
Potomac Wealth Management LLC	Very High 71%	27	38	$1.3M
Southwestern Money Management LLC	Very High 100%	19	19	$2.5M
Steward Inc.	High 42%	16	38	$1.7M
Journey Financial Management, LLC	Typical 29%	22	77	$750K
SFC Financial LLC	High 52%	40	77	$2.7M
BF/Anderson	Typical 28%	16	58	$650K
Kris Lewicki & Associates, LLC	Typical 36%	21	58	$1.5M
Nashional Investments	Very Low 0%	—	58	$280K
IWR Advisors	Very High 59%	23	39	$1.3M
McKenna Capital, Inc.	Very High 59%	23	39	$1.8M
Premier Financial Planning, Inc.	High 38%	15	39	$1.3M
Red Tortoise	Very High 73%	57	78	$4.3M
Re Envision Wealth	Typical 37%	29	78	$1.1M
Renew Family Wealth	Low 23%	18	78	$1.2M
Signet Private Wealth, LLC	High 47%	37	78	$2.3M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
ClearPath Capital Partners LLC	Very High 85%	50	59	$2.7M
Summit Hill Wealth Management, LLC	Very High 58%	34	59	$2.4M
Theory Planning Partners	Very Low 8%	5	59	$560K
Innovative Wealth Management	Very Low 6%	5	79	$96K
Process Design Capital Management LLC	Typical 33%	26	79	$990K
Sage Investment Counsel	High 42%	33	79	$2.1M
Baucom Wealth Management LLC	Typical 30%	6	20	$240K
Beacon Advisors	Very High 65%	39	60	$7.6M
Crestview Wealth Management, LLC	Low 20%	8	40	$820K
Daniels & Erickson Financial Advisors, LLC	Very High 75%	45	60	$3.3M
HScore Advisors LLC	Very High 80%	16	20	$350K
Leeb Capital Management, Inc.	Very High 58%	35	60	$1.8M
Legacy Folios	Typical 33%	20	60	$1.2M
Matrix Private Wealth Management Inc.	Low 13%	5	40	$270K
Powerhouse Assets LLC	Very High 80%	48	60	$2.8M
Preserve Private Wealth, LLC	Very High 88%	35	40	$2.2M
Prudent Prospera Planning, Inc.	Very Low 0%	—	40	—
Sentinel Wealth Inc	High 45%	9	20	$1.7M
Shade Tree Partners LLC	Very Low 0%	—	60	$630K
Springwater Advisors, LLC	Very High 100%	40	40	$1.2M
Triad Investment Management, LLC	Very High 63%	25	40	$2.7M
Versatile Capital Management L.L.C.	Very High 75%	30	40	$3.1M
White River Investments	Low 20%	8	40	$590K
Zaki Financial LLC	Low 20%	8	40	$170K
Atlantis Investment Coaching, LLC	Low 20%	12	61	$0
Strategic Financial Planning, Inc.	Very High 74%	45	61	$3.6M
Alikos Wealth Management, LLC	High 49%	20	41	$2.3M
EGP Wealth Management, LLC	Low 18%	15	82	$470K
Iron Oak Capital Management	Very Low 0%	—	41	$320K
Krehbiel Financial LLC	Very High 56%	23	41	$1.4M
Pelion Investment Advisors, Inc.	Very High 71%	29	41	$1.5M
Veritas Wealth Partners, LLC	Very High 78%	32	41	$3.1M
VIE INVEST, LLC	Very High 68%	28	41	$1.2M
Safe Future Wealth Partners LLC	Very Low 0%	—	62	$160K
Xpotential Inc.	Very High 61%	38	62	$1.1M
Regent Wealth Management, Inc.	Typical 29%	24	83	$910K
Silicon Private Wealth, LLC	Very High 57%	47	83	$2.1M
Barton Advisory Services, L.L.C.	High 52%	22	42	$2.4M
Blueprint Investing LLC	Very High 100%	42	42	$10M
Bridgford Wealth Advisory, LLC	Typical 26%	11	42	$340K
CochranMickels Retirement Specialists, LLC	Low 21%	9	42	$720K
Composure Wealth Management, LLC	High 48%	20	42	$2M
Fifth Set Private Wealth Management LLC	Very High 70%	44	63	$2.5M
Fleishel Financial Associates, Inc.	Very Low 0%	—	63	—
QCI Partners LLC	High 52%	22	42	$1.9M
Thryve Wealth Management	Very High 69%	58	84	$3.5M
USA Asset Management, LLC	Very High 67%	28	42	$750K
Viden Arbor Capital	High 52%	11	21	$9.7M
WPA Family Office, LLC	Very High 100%	21	21	$8.3M
Yarash Global Solutions Inc.	Very Low 0%	—	21	$140K
Clark Wealth Strategies, Inc	Low 18%	15	85	$610K
Cogent Private Wealth	High 55%	47	85	$2.2M
Zenith Wealth Advisors	Very High 61%	52	85	$3.2M
Cedar Wealth Management	Very High 77%	49	64	$4.2M
Mundoval Capital Management, Inc.	High 44%	28	64	$870K
Attainable Wealth	High 44%	19	43	$1.1M
Beale Healy Investment Advisors Inc	Very High 84%	36	43	$2.4M
Cravens Brothers Private Wealth Management LLC	High 44%	19	43	$3.2M
Elite Life Management LLC	Low 17%	15	86	$1.7M
GCB Private Wealth	Typical 33%	14	43	$800K
GlassBead Capital Management LLC	Very High 100%	43	43	$3.2M
Grey Rhodes Advisors, LLC	Very Low 0%	—	43	$1M
Harvester Wealth, LLC	Very High 88%	38	43	$1.3M
Huff Wealth Management LLC	Very High 67%	29	43	$970K
One Brick Planning & Consulting, LLC	High 44%	19	43	$670K
Pile Wealth Management	Low 22%	19	86	$1.9M
SeedSafe Financial LLC	Very High 56%	48	86	$1.5M
Trio Wealth Management, LLC	Very High 57%	49	86	$1.6M
Legacy Investment Advisors, LLC	Very Low 11%	7	65	$460K
AIM Advisory Group, LLC	Typical 27%	12	44	$480K
AKPRIDE Financial Services	Low 20%	9	44	$560K
Brown and Brown Financial Services, Inc.	Very High 75%	33	44	$2.1M
Concert Financial Planning, LLC	Typical 34%	15	44	$650K
Elevate Planners	Typical 27%	12	44	$590K
Fountain Financial Group, Inc.	Low 12%	6	64	$580K
Integrity Road Wealth Partners LLC	Very High 64%	42	66	$1.9M
Isler Wealth Management, LLC	Typical 30%	13	44	$960K
Monocacy Wealth Management, LLC	High 38%	25	66	$520K
Optimal Wealth	Very High 57%	25	44	$2M
Redfish Capital	Low 23%	20	88	$860K
Tollefson and Company Investment Management LLC	Very High 100%	22	22	$5M
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Bowen Financial Services, LLC	Very High 75%	50	67	$2.9M
Custos Family Office LLC	Very High 69%	46	67	$4.7M
MC Financial Services, Inc.	Very Low 0%	—	67	$1M
Capital Assets Planning Incorporated	Very Low 0%	—	45	—
Custom Wealth Solutions	Very Low 0%	—	45	$580K
Eddy Financial, LLC	High 40%	18	45	$1.4M
Genuine Wealth Advisors, LLC	Typical 31%	14	45	$1.7M
Granite Capital Wealth Management LLC	Very High 100%	45	45	$670K
Kennon-Green & Co.	Very High 59%	53	90	$1.9M
Legend Private Wealth, LLC	Very High 67%	30	45	$1.6M
Seasonal Strategy	Very High 64%	29	45	$1.5M
Tieton Capital Management	Typical 31%	14	45	$2.8M
Twin Robins Capital	Typical 27%	12	45	$730K
Ubequity Wealth Management, LLC	High 38%	17	45	$1.1M
Lionsbridge Wealth Management LLC	Very High 60%	41	68	$1.8M
The Hendrickson Advisory Group, Inc.	Very Low 0%	—	68	—
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Zeches Wealth Management	Typical 34%	31	91	$1M
Arimathea	Very Low 0%	—	23	$800K
Dorfman Value Investments LLC	Typical 28%	13	46	$700K
Guideway Financial, LLC	Very High 83%	38	46	$1.5M
Guiding Wealth Management, LLC	Typical 29%	20	69	$860K
Innovate Wealth	Typical 35%	16	46	$2M
Inside Edge Capital Management, LLC	High 46%	21	46	$960K
Jackson Private Wealth Management, Inc.	Low 22%	10	46	$350K
King Financial	Very High 86%	59	69	$1M
Maiden Cove Capital	Very High 100%	46	46	$2.7M
Padden Financial Planning LLC	Very Low 0%	—	46	—
Palmer Wealth Management LLC	Typical 28%	13	46	$940K
Root Wealth Management	High 52%	24	46	$720K
Stableford Capital LLC	High 54%	50	92	$3.2M
Washington Square Capital Management LLC	High 43%	20	46	$2M
Forest Park Capital LLC	Low 14%	10	70	$690K
JM2 Capital Inc.	Very High 59%	41	70	$2.8M
K2 Wealth Management LLC	Very High 100%	70	70	$1.7M
NEOKAI Capital	High 41%	29	70	$620K
Strong Bridge Advisors LLC	Very High 97%	68	70	$880K
Balancing Life Financial Planning	Very Low 0%	—	47	$410K
Concordia Wealth Management, LLC	Very High 85%	40	47	$3.3M
Lane Generational LLC	Very High 68%	32	47	$2.5M
Lentz Advisors	High 55%	26	47	$840K
Prime Capital Equities LLC	Typical 30%	14	47	$1.1M
Steadfast Financial Services	High 53%	25	47	$1.3M
Sunbeam Capital Management, LLC	Very High 100%	47	47	$8.7M
The Sher Wealth Management Group	Very High 72%	34	47	$2.7M
Trinsic Capital, LLC	High 53%	25	47	$1.8M
Cypress Asset Management Inc	Very High 83%	59	71	$3.9M
Elevate Wealth Advisors, LLC	Low 15%	11	71	$270K
K&H Wealth Partners	High 38%	27	71	$890K
Open Range Financial Group, LLC	High 38%	27	71	$1.1M
1836 Asset Management, LLC	Very High 100%	48	48	$8.1M
5280 Capital	Low 23%	11	48	$680K
ACE Wealth Management LLC	Typical 31%	15	48	$300K
A & L Financial Services, LLC	Low 18%	13	72	$750K
Asymmetric Advantage Capital Management, LLC	High 46%	22	48	$1.1M
Bassam Wealth Management, LLC	Very High 100%	24	24	$8.7M
Compass Planning Associates, Inc.	Very High 92%	66	72	$3M
Drum Hill Capital, LLC	Very High 60%	43	72	$2.7M
Forem Investments LLC	Very High 69%	33	48	$1.3M
Gqo Investment Advisors, Inc.	Typical 29%	7	24	$830K
Hill Country Kingdom Advisors	Typical 25%	12	48	$210K
Keen Capital, Ltd	High 50%	48	96	$1.5M
Merit Advisors, Inc.	Very Low 7%	7	96	$350K
Miner Wealth Management	Typical 27%	13	48	$770K
Mission Advisors, LP	High 46%	11	24	$840K
Origin Wealth Advisers	Very High 77%	37	48	$1.7M
Tackett Wealth Management, LLC	Very High 60%	29	48	$1.4M
Tenere Financial	Very Low 2%	1	48	$1.7M
Wold Financial Group	High 43%	31	72	$2.5M
M&A Wealth	Typical 35%	34	97	$170K
Soar Financial LLC	Very Low 3%	3	97	$150K
Illuminate Wealth Management	High 49%	36	73	$2.3M
LCR Wealth Management LLC	Very High 59%	43	73	$2M
Desla Wealth Management	Typical 29%	14	49	$670K
Emancipare Investment Advisors	Very Low 0%	—	49	$0
Fairway Capital Advisors	Very High 59%	29	49	$1.4M
Hawkins Investment Counsel, LLC	High 51%	50	98	$1.7M
Inkwell Capital	Very High 59%	29	49	$1.5M
Live Oak Wealth Advisory Group, LLC	Typical 33%	32	98	$1.6M
Longhouse Wealth Management	High 39%	19	49	$140K
Redstone Advisors Inc	Very High 67%	66	98	$2.7M
Shepherd Street Advisors	Very High 78%	38	49	$2.6M
Turning Point Advisors, LLC	Typical 24%	12	49	$870K
VergePointe Wealth Management, LLC	Very High 82%	80	98	$2.2M
Contour Financial	Very Low 0%	—	74	$970K
Ellerbrock-Norris Wealth Strategies LLC	High 53%	39	74	$2.1M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Global Kandor Advisors, LLC	Very High 70%	52	74	$6.5M
Adams-Hansen & Associates	Low 21%	16	75	$840K
Apricus Wealth LLC	Very High 79%	79	100	$3.4M
Firebrand Wealth Management, LLC	Low 21%	21	100	$790K
Frankly Finances	Very High 84%	21	25	$8.1M
Jade & Cowry LLC	High 50%	25	50	$1.3M
Keel Wealth Management, LLC	Very High 60%	15	23	$9.4M
KWS Advisory Group, LLC	Very Low 0%	—	100	$91K
Masterpiece Capital, LLC	Very High 76%	19	25	$4.2M
New Horizon Retirement Advisors	Very Low 0%	—	50	$210K
Optimum Capital Strategies	Typical 30%	15	50	$670K
Polley Wealth Management LLC	Low 20%	10	50	$380K
Season Investments, LLC	High 49%	37	75	$1.5M
South Bay Financial Partners	High 54%	27	50	$2.3M
SunStreet Securities, LLC	Low 22%	11	50	$130K
Tenacity Private Wealth	Typical 26%	13	50	$810K
The Astorino Financial Group, Inc.	Very Low 0%	—	50	—
Vantage Wealth Management LLC	Very High 100%	50	50	$1.1M
Cornerstone Financial Management LLC	High 49%	49	101	$1.6M
Taber Asset Management L.L.C.	Very High 100%	101	101	$1M
Arthur Stein Financial, LLC	Very High 76%	58	76	$1.9M
Ashford Investment Advisors	Typical 32%	24	76	$1M
Seaborn Financial, LLC	Very High 64%	49	76	$2M
Sky Vision Wealth Management Corp.	Low 21%	16	76	$590K
Aligned Advisors	Very High 100%	51	51	$440K
Auerbach Investment Services, LLC	Very High 67%	34	51	$2.5M
Bona Fide Finance	Low 16%	8	51	$310K
Capital Management Advisors LP	Very High 65%	33	51	$1.3M
Champion Advisors LLC	High 39%	20	51	$2.7M
FB Advisory Services, LLC	Very Low 0%	—	51	$170K
Midway Capital Research & Management LLC	Very High 57%	29	51	$1.6M
Naylor & Company	High 42%	43	102	$1M
Onitus Capital, LLC	Typical 35%	18	51	$120K
Pierce Wealth Partners, Inc.	Very High 71%	36	51	$1.3M
Prosper Private Wealth	Very High 63%	32	51	$3M
Grace Capital Management, LLC	Typical 30%	23	77	$950K
OPPOQUEST	High 43%	33	77	$540K
Profusion Private Wealth	Very High 64%	49	77	$2.3M
QVG, LLC	High 52%	40	77	$1.2M
SG Wealth Managers LLC	High 42%	32	77	$500K
TruePath Financial Planning	Low 17%	13	77	$480K
BHK Securities, LLC	Very High 59%	61	103	$1.2M
77 Financial Group	Very Low 0%	—	78	$350K
Cauble & Harre Wealth Management, Inc.	Very High 63%	65	104	$2.8M
CIG Asset Management, Inc.	Very High 58%	45	78	$2M
Cornerstone Investment Services	Low 23%	18	78	$790K
Enspire Wealth Management, LLC	Very High 56%	29	52	$2.1M
Gouws Capital LLC	Very High 77%	40	52	$4M
Meddent Solutions	Very High 100%	26	26	$1.1M
Point Bridge Capital, LLC	Very High 100%	26	26	$9.1M
Saint Francis Capital	Low 15%	12	78	$470K
Taursas Investments	Typical 27%	14	52	$730K
Westfield Wealth Management, LLC	High 41%	32	78	$1.2M
Fortify Wealth, Inc.	High 41%	32	79	$1.5M
Fyooz Financial Planning	High 47%	37	79	$750K
323 Wealth Management, LLC	Very High 64%	34	53	$2M
Birchwood Capital	Very High 57%	30	53	$2M
DBA Generational Wealth Strategies	Typical 26%	14	53	$800K
Figtree Financial Advisors, LLC	High 38%	20	53	$610K
Hampton Park Financial Planners	Typical 32%	17	53	$370K
Jersey Shore Portfolio Management, LLC	Low 23%	12	53	$420K
Walsh Advisors	High 38%	20	53	$1.5M
West End Wealth Management, LLC	Very High 62%	33	53	$3.2M
WWA Planning & Investments	Typical 37%	39	106	$990K
Honu Wealth Management	Very High 65%	52	80	$1.8M
Jackson & Associates, Inc.	Very High 56%	45	80	$1.2M
Sterling Wealth Advisors, Inc.	Very High 63%	50	80	$2.8M
Thompson Capital Management, LLC	Very High 86%	69	80	$1.1M
Alta Strada Wealth Management	High 41%	22	54	$980K
Ark Royal Wealth Management LLC	Very High 64%	52	81	$1.9M
A V Capital Management, LLC	Very High 63%	34	54	$1.1M
Beach Cities Wealth Management, LLC	Very High 83%	45	54	$2M
Carl Domino Inc.	Typical 35%	19	54	$1.2M
Clientfirst Wealth Management, LLC	Very High 83%	45	54	$5.6M
Downshift Financial	Very High 100%	81	81	$2.7M
Farnam Financial	Very High 73%	59	81	$2M
Florin Group, LLC	Typical 27%	22	81	$980K
Fortitude Financial Planning LLC	High 46%	25	54	$1.1M
Gump and McHugh Asset Management	High 41%	22	54	$1.1M
Hermosa Wealth Management	Typical 24%	13	54	$450K
Inflection Financial	Very High 72%	39	54	$3.7M
Olive Wealth Management	Very High 69%	37	54	$1.6M
Peterson Rogers Private Wealth, LLC	Very High 100%	81	81	$1.9M
Setarcos Wealth Advisors LLC	Very High 74%	40	54	$2.1M
Strada Wealth Management, LLC	Very High 78%	21	27	$1.1M
TAG Wealth Advisors	Typical 31%	17	54	$300K
The Summit Group	Very Low 4%	2	54	$300K
The Table Financial Planning LLC	Very Low 9%	10	108	$530K
Value Monitoring, Inc	High 52%	28	54	$790K
Vannoy Advisory Group, Inc.	Very High 89%	48	54	$3.2M
Journey Beyond Wealth	High 47%	51	109	$2.3M
Vistica Wealth Advisors, LLC	Very High 61%	66	109	$2M
Paradigm Advisors, LLC	High 50%	41	82	$1.6M
Plan & Act	Low 17%	14	82	$780K
Ahara Advisors	Very High 100%	55	55	$3.4M
Flagstone Financial Advisors, Inc.	High 45%	25	55	$1.5M
Incline Investment Advisors, LLC	High 51%	56	110	$830K
Integrity Financial Strategies	Typical 24%	13	55	$430K
Integrity Wealth Management	Very Low 10%	11	110	$700K
Nav Wealth Partners	Low 13%	7	55	$690K
Osbon Capital Management, LLC	Very High 100%	55	55	$3.7M
Plan Ahead Financial Management, Inc.	High 49%	27	55	$1.2M
Prosperity Wealth Strategies LLC	High 45%	25	55	$1.7M
Schultz Financial Group Incorporated	High 52%	57	110	$1.9M
The Goodland Group	Very High 70%	77	110	$650K
Cela Wealth Management	Low 19%	16	83	$700K
Strategic Wealth Advisors, LLC	Very High 68%	75	111	$2.9M
Benold Financial Planning	Very High 66%	37	56	$2.2M
Capview Advisors, LLC.	Very High 100%	28	28	$1.5M
Clemensen Capital Company LLC	Typical 32%	36	112	$590K
Essential Partners LLC	Very High 100%	56	56	$6.4M
Fryar Financial	Very Low 4%	2	56	$260K
Hutchison Whitehead Wealth Management	Typical 31%	35	112	$810K
JMJRG, Inc. dba Strategic Wealth Management Group	Low 13%	7	56	$220K
Kanan Advisors	Typical 34%	19	56	$910K
Liberated Investor Advisors, LLC	Very Low 2%	1	56	$160K
Manuka Financial	Very High 89%	50	56	$3.9M
McDonald Capital Management, Inc.	Very High 59%	33	56	$1.8M
Providers & Families Wealth Management	Very Low 2%	1	56	$140K
Robinson Value Management, Ltd.	Very High 79%	44	56	$3.6M
Sage Wealth Advisory	Very High 57%	32	56	$1.6M
The Rosamond Financial Group Wealth Management, LLC	Typical 36%	20	56	$1.2M
Tidecrest Wealth Management, LLC	Very High 81%	68	84	$2.4M
BPP Wealth Solutions, LLC	Very High 64%	72	113	$2.2M
Integra Financial, Inc.	Typical 27%	30	113	$1.1M
Brooklyn Plans LLC	Very Low 5%	4	85	$240K
Creative Resources Investment Advisors LLC	Typical 24%	20	85	$200K
DeWitt Capital Management	Typical 27%	23	85	$1.4M
Graeter Wealth Advisors, LLC	Typical 35%	30	85	$1.2M
Seek First Inc.	Very High 74%	63	85	$2.9M
Bonwell Capital Management, LLC	Typical 35%	20	57	$1.8M
Connecticut Capital Management Group, LLC	High 46%	53	114	$2.2M
Focus Point Capital LLC	Very High 100%	57	57	$1.1M
Hawley Advisors	High 42%	24	57	$1.3M
LMPG Wealth Advisors, LLC	Very High 75%	43	57	$2.3M
Next Step Financial Transitions	Low 12%	7	57	$180K
Rechter Wealth Management, LLC	Very High 65%	37	57	$2.3M
Copia Wealth Management Advisors, Inc.	Very Low 2%	2	86	$230K
CS Tomasi Wealth Management	Typical 33%	28	86	$1.2M
Peregrine Investment Advisors, LLC	Very High 57%	49	86	$3.8M
Strategic Financial	Very High 80%	69	86	$0
Asempa Wealth Advisors	Very High 92%	80	87	$2.7M
Balanced Investment Advisors, LLC	Typical 28%	16	58	$710K
Bethesda Financial Advisors, LLC	High 47%	27	58	$1.5M
Broyhill Asset Management, LLC	Very High 90%	78	87	$1.1M
Coast Bridge Capital	Typical 24%	14	58	$270K
Integra Wealth Advisors, LLC	Very High 64%	37	58	$2M
Latitude Investment Group	Very Low 0%	—	87	$73K
Lyons Investment Management	High 48%	14	29	$1.9M
Sherwood Financial Partners, LLC	High 45%	39	87	$2.9M
Sundial Wealth LLC	Very High 88%	51	58	$2.2M
Thompson Creek Wealth Advisors	Very High 62%	36	58	$730K
Utopia Wealth Management, LLC	Very High 67%	39	58	$4.2M
Virji Investments, Inc.	Low 12%	7	58	$580K
Weisberg Capital Management	Low 19%	11	58	$180K
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Carrington Advisors, LLC	Typical 24%	28	117	$910K
Five Oceans Advisors	Very High 63%	74	117	$3.8M
9I Capital Group LLC	Typical 26%	23	88	$540K
Alteris Capital Partners, LLC	Low 17%	15	88	$1.3M
First Financial Services, LLC	High 42%	37	88	$1.1M
Lewis Financial Management, LLC	Very High 97%	85	88	$3.8M
Motive Wealth Advisors, LLC	Very High 66%	58	88	$4.1M
Piedmont Capital Management, LLC	Very High 65%	57	88	$3.8M
4-C Personal Wealth Management Consultants, LLC	Very High 56%	33	59	$1.7M
CMH Wealth Management	Very High 71%	42	59	$1.4M
Marathon Financial Group	Very High 73%	86	118	$2.6M
Radiant Wealth Planning	Very Low 0%	—	59	$250K
Repex Investment Management Co., Inc.	Typical 29%	17	59	$930K
Respire Wealth Management, LLC	Very Low 3%	2	59	$140K
Sierra Hotel Financial LLC	Low 14%	8	59	$410K
Strong Wealth	Typical 27%	16	59	$410K
West Arbor Solutions, LLC	Low 17%	10	59	$400K
103 Advisory Group	High 45%	40	89	$2.9M
Aureum Wealth Management, LLC	High 47%	42	89	$1.7M
Cove Wealth Management	High 55%	49	89	$2.1M
Caleo Capital N.A. LLC	Very Low 8%	9	119	$910K
Define Financial, LLC	Very High 72%	86	119	$2.3M
August Wealth Group, Inc.	Very Low 5%	3	60	$790K
Barnstone Advisors LLC	Typical 37%	33	90	$2.5M
Benchmark Financial, LLC	Very High 72%	65	90	$1.5M
Blue Cypress Wealth Management, LLC	Low 17%	10	60	$250K
Catalyst Investment Management LLC	Very High 58%	35	60	$2.2M
Demand Wealth	Very High 65%	39	60	$2.7M
Directional Advisors	Low 14%	13	90	$480K
FinSym Partners, LLC	High 51%	46	90	$2.1M
Goldfinch Financial, Inc.	Very Low 0%	—	30	—
Highmark, LLC	Very High 62%	37	60	$990K
Illumine Investment Management, LLC	Typical 32%	29	90	$2.1M
Legacy Family Office, LLC	Very High 87%	26	30	$2.1M
Marathon Capital Management, LLC	Typical 33%	20	60	$1.2M
Planful Finance LLC	Typical 33%	20	60	$890K
Plutus21 Capital Management, L.L.C	Very High 100%	60	60	$45K
Pysnik Financial, LLC	Typical 37%	22	60	$750K
Reppond Investments, Inc.	Low 18%	16	90	$490K
Thomas Wright Asset Management, Inc.	Very High 100%	30	30	$11M
Thompson Wealth Management, Inc.	Very Low 0%	—	30	—
Trinity Financial Planning	High 53%	32	60	$1.7M
Willkate Wealth Management, LLC	Typical 33%	10	30	$1.4M
Yendrey Wealth Management LLC	Very Low 0%	—	60	$180K
Omega Wealth Management LLC	Very High 80%	97	121	$2.5M
Align Financial Advisors, LLC	Typical 32%	29	91	$800K
LTG Capital LLC	Typical 33%	30	91	$1.6M
Open Window Financial Solutions, Ltd.	Very High 71%	65	91	$2.8M
Symphony Retirement Partners LLC	Typical 37%	34	91	$400K
Three Oaks Wealth	High 51%	46	91	$850K
Cypress Path Capital, LLC	Very High 70%	43	61	$1.3M
Heritage Financial Advisory, LLC	Very Low 11%	7	61	$310K
LiftPoint Family Wealth Advisors, LLC	Very High 74%	45	61	$3M
Manhattan Wealth Management Group	Low 20%	12	61	$640K
NorthStar Wealth Management, Inc.	High 41%	25	61	$1.4M
Private Group Wealth Management, LLC	Very High 57%	35	61	$490K
Rockingstone Advisors	Very High 89%	54	61	$4.6M
Stewards Advisory Services	High 46%	28	61	$1M
Sucre'-Vail Wealth Advisors	Typical 25%	15	61	$900K
Trillium Square Advisors LLC	Very High 57%	35	61	$710K
Cove Private Wealth, LLC	Very High 100%	92	92	$4.9M
Jupiter Wealth Management, LLC	Very High 64%	59	92	$4.3M
Collar Capital Management, LLC	High 41%	50	123	$1.4M
ABG Financial Services, Inc.	Very Low 3%	2	62	$160K
Agate Pass Investment, LLC	Very High 73%	90	124	$2.7M
Brennan Capital Management LLC	Low 23%	14	62	$650K
Brookline Wealth, LLC	Very High 100%	31	31	$4.7M
Butler Financial Services	Very High 71%	44	62	$2.5M
Capital South Wealth Management, LLC	Typical 27%	34	124	$760K
Dallas Financial Advisors, LLC	Very Low 1%	1	124	$650K
D. M. Brenner, Inc.	High 44%	55	124	$1.5M
Forethought Planning LLC	Very Low 0%	—	62	—
Genesis Advisors, LLC	Very Low 11%	14	124	$800K
Harding Financial Group	High 47%	44	93	$1.7M
Hurley Wealth Management Group, Inc	Typical 35%	11	31	$960K

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