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
Founders Capital Management Inc	High 52%	68	130	$2M
Meritis Wealth Management, Inc.	High 52%	68	130	$1.7M
North Ridge	High 54%	70	130	$1.7M
Wiser Advisor Group	Very High 75%	97	130	$870K
Counterweight Private Wealth	Very High 66%	57	87	$2.4M
Essential Investing	Very Low 10%	9	87	$460K
Global Value Investment Corporation	Typical 31%	54	174	$1.1M
Moler Capital Management	High 51%	44	87	$2.1M
Nabity-Jensen Investment Management, Inc.	High 48%	42	87	$2.9M
StratFI	High 53%	46	87	$1.3M
W. Swartz & Co., LLC	High 45%	39	87	$450K
Clear Ridge Wealth Management, LLC	High 55%	72	131	$1.9M
Dean Roland Russell, LLC	Very High 79%	138	175	$2M
Providence Financial Advisors, LLC	Typical 33%	58	175	$1.1M
Blue Monarch Financial Inc.	Very Low 2%	1	44	$200K
Carroll Investors, Inc.	High 55%	48	88	$2.5M
Dinergy	Very Low 0%	—	88	$330K
Evidence Advisors Investment Management	Low 17%	15	88	$590K
Family Financial	Very High 59%	52	88	$2.8M
Freeman Wealth Management	High 50%	22	44	$1.2M
Guide Financial Planning	Low 20%	26	132	$530K
Invest Smart USA, Inc.	Low 16%	14	88	$510K
Magnolia Private Wealth, LLC	High 49%	87	176	$1.5M
Nexus Strategic Wealth	Low 17%	15	88	$640K
Perspective Wealth Advisors	Typical 30%	53	176	$890K
Sound Wealth LLC	Low 23%	10	44	$650K
The Freyr Group	Low 19%	25	132	$490K
Unconventional Investor, LLC	Very High 58%	51	88	$3.4M
Unified Investment Management	High 49%	43	88	$1.7M
Upper Left Wealth Management, LLC	Very High 59%	52	88	$1.8M
Vesta Wealth Management, LLC	Very High 86%	38	44	$7.6M
Tidal Creek Capital Advisors	Low 21%	37	177	$700K
Aventine Financial Group	High 42%	56	133	$1.1M
Commerce Advisors, LLC	High 44%	59	133	$1.9M
Financial Advisory Partners, LLC	Very High 68%	91	133	$2.3M
Pogson & Matt Wealth Management Group	Low 22%	29	133	$680K
Wittenberg Investments Inc.	Low 20%	26	133	$660K
Bernard & Johnson Family Wealth Management	Typical 34%	30	89	$1.2M
Cassia Capital Partners LLC	High 46%	82	178	$1.3M
Eaglestrong Financial	Typical 34%	30	89	$890K
Good Life Private Wealth, LLC	Typical 28%	25	89	$500K
Klopp Investment Management LLC	Low 19%	17	89	$1.1M
Marrick Wealth	Very High 93%	83	89	$2.4M
Samara Capital	Typical 24%	21	89	$1.3M
SummitPoint Capital Management	High 46%	41	89	$1.5M
Waits Investments, LLC	Low 16%	14	89	$880K
Avrio Wealth PTE LTD	Very High 100%	134	134	$1.3M
Dwp	Low 20%	27	134	$1.1M
Financial Design Studio, Inc.	Typical 24%	32	134	$780K
Galaria Capital Management, LLC	Low 15%	20	134	$610K
High Country Capital Management	Low 19%	26	134	$620K
LGT Financial Advisors LLC	High 47%	63	134	$3.1M
LFN Advisors Inc.	Very Low 0%	—	179	$130K
46 Peaks Investment Advisory Group	Very High 67%	91	135	$2M
Argo Wealth Advisory, LLC	Very High 78%	70	90	$2.5M
Aspen Leaf Wealth Management, PBC	Typical 29%	26	90	$1M
Aull & Monroe	Typical 33%	59	180	$1.6M
Capital City Wealth Management, Inc.	Typical 30%	40	135	$960K
CMA Financial Services	Very Low 0%	—	90	$150K
Compass Capital Investments LLC	Low 12%	16	135	$100K
Everest Private Wealth	Very High 96%	86	90	$4.6M
EverythingHR Financial Services LLC	Very Low 0%	—	90	$260K
Gen Y Planning	Low 12%	11	90	$600K
J.S. Replogle & Associates LLC	Very Low 0%	—	90	$450K
Keystone Wealth Advisors, LLC	Low 12%	11	90	$340K
Midwestern Financial Group	Typical 30%	41	135	$1.3M
Miller Global Investments, LLC	High 53%	48	90	$1.9M
Money Management Concepts Inc.	Typical 36%	32	90	$1.3M
Oder Investment Management, LLC	High 40%	72	180	$1.8M
Pivot Point Advisors, LLC	Typical 30%	27	90	$1.6M
Portus Wealth Advisors, LLC	Typical 36%	48	135	$1.5M
Prentice Financial Planning, LLC	Typical 24%	43	180	$540K
PurposePath Capital, LLC	Low 14%	19	135	$470K
RK Retirement Solutions LLC	Very Low 0%	—	90	$210K
Sulzberger Capital Advisors, Inc.	High 54%	49	90	$1.3M
Ethos Capital Management, Inc.	High 53%	96	181	$860K
Macro Wealth Management, Inc.	Typical 35%	63	181	$380K
Strategic Wealth Management LLC	Very High 74%	134	181	$440K
Obrien Greene & Co Inc	Very High 65%	89	136	$2.4M
RF&L Wealth Management, LLC	Very High 57%	77	136	$2.7M
Wulff, Hansen & Co.	High 48%	65	136	$970K
5 Stone Financial Group, LLC	Low 12%	11	91	$380K
Alpha Fiduciary	Typical 37%	34	91	$790K
Aspen Financial Management, Inc.	Very Low 0%	—	91	$210K
Centurion Advisory Group, Inc	Typical 26%	24	91	$810K
Collaborative Portfolio Management	Typical 37%	68	182	$830K
McCauley Investment Advisory, LLC	Very Low 1%	1	91	$180K
Merited Wealth, LLC	Typical 28%	51	182	$970K
Stegent Equity Advisors Inc.	Very High 69%	63	91	$2.6M
Sturman Wealth Advisors	High 44%	40	91	$1.3M
Yukon Wealth Management, Inc.	High 45%	41	91	$5.1M
Alpha & Omega	Very Low 2%	3	137	$290K
Astra Wealth Partners	High 43%	59	137	$1.6M
BLVD Private Wealth, LLC	Typical 34%	46	137	$1.6M
Deane Retirement Strategies, Inc.	Very High 60%	82	137	$1.8M
Defined Wealth Management, LLC	Typical 32%	44	137	$1.6M
Investor Advisory Group	Typical 30%	54	183	$930K
Accruent Wealth Advisors	High 54%	74	138	$1.4M
Insight Investment Counsel	Very High 64%	59	92	$2.7M
Investor Resources Inc	Low 20%	18	92	$370K
MRP Capital Investments, LLC	High 49%	68	138	$1.4M
NorthAvenue LLC	High 51%	70	138	$1.5M
Peloton Capital Management	Very High 100%	138	138	$2M
Prosperitage Wealth	Very Low 11%	5	46	$160K
Revolution Capital, LLC	High 51%	93	184	$1.2M
Shrier Associates, LLC	High 42%	58	138	$450K
SpraKer West Wealth Management, Inc	Very High 59%	82	138	$1.9M
Ridgeline Private Wealth	Typical 32%	60	185	$930K
Signet Investment Advisory Group, Inc.	High 52%	97	185	$2.1M
AFS Investments	Very High 89%	124	139	$390K
JayKay Wealth Advisors, Inc.	Very High 63%	88	139	$1.2M
Robbins Wealth Management	High 44%	61	139	$1.7M
The Scott S. James Company	Very High 61%	85	139	$1M
Abens Financial Services Inc	High 44%	41	93	$1.2M
CEF Advisors	High 54%	50	93	$1.2M
Chung Wu Investment Group, LLC	Very High 71%	66	93	$1.3M
Clear Harbor Wealth Management	Low 20%	19	93	$740K
Financial Zen	Typical 37%	34	93	$1.6M
Finarc Investments, Inc.	Very High 56%	52	93	$2M
First Light Wealth Advisors, LLC	Typical 29%	27	93	$1.2M
Gw Financial	Very High 56%	52	93	$1.4M
Luxon Brown	Very Low 10%	9	93	$430K
Oldfield Wealth Partners	Typical 32%	30	93	$1.2M
P.A. Schopen & Associates, LLC	Low 18%	17	93	$590K
St. Clair Financial	High 41%	38	93	$1.5M
Thinking Big Financial	Typical 35%	33	93	$1M
Three Sixty Wealth Management, LLC	Typical 29%	54	186	$1M
Timonier	High 54%	100	186	$2.2M
Unity Wealth Strategies	Very Low 0%	—	93	$86K
Fireside Capital Advisors	Typical 31%	43	140	$1.6M
Iron Horse Financial Services LLC	Very Low 6%	8	140	$360K
RPM Capital Management, LLC	Very High 96%	135	140	$510K
Addington Financial Group LLC	High 41%	39	94	$2.2M
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Apogee Wealth Partners, LLC	Typical 28%	26	94	$950K
Bridge Capital Consulting, LLC	Low 21%	30	141	$530K
Convexity Wealth Management, LLC	Typical 26%	24	94	$680K
Drh Investments, Inc.	Very High 87%	82	94	$1.9M
Fee-Only Financial Planning, L.C.	Very High 66%	93	141	$2.9M
Greenfield Seitz Capital Management, LLC	High 40%	75	188	$1.9M
Marin Wealth Advisors LLC	Very Low 0%	—	94	$690K
Messina Wealth Management, LLC	Low 22%	21	94	$750K
Orser Capital Management LLC	High 45%	64	141	$2M
Palisade Wealth Management	Typical 32%	45	141	$940K
Retire Agile	Very High 56%	105	188	$2.3M
Shaffer Capital	Low 16%	31	188	$750K
Signify Wealth LLC	Typical 34%	32	94	$3.2M
Stone Pillars Wealth Management	Typical 32%	15	47	$1.3M
TNT Asset Management, LLC	Typical 35%	66	188	$810K
United Financial Planning Group LLC	Very High 60%	112	188	$1.8M
Virtue Wealth Counsel, LLC	Very Low 4%	6	141	$200K
Wakefield Asset Management, LLLP	High 45%	85	188	$1.7M
White Sand Wealth Management	Typical 29%	55	188	$880K
InTrack Investment Management, Inc.	Typical 30%	56	189	$1.3M
Winslow Financial LLC	Typical 29%	55	189	$520K
Evergreen Wealth Advisors	Very Low 6%	8	142	$520K
Meadowbrook Advisors	Very High 57%	81	142	$2.3M
Pathfinder Advisory, Inc.	Typical 33%	47	142	$840K
Silver Oak Wealth Advisors Services, LLC	Very High 56%	80	142	$2.1M
All Terrain Financial Advisors	High 52%	98	190	$1.9M
ARK Alliance Financial LLC	High 40%	38	95	$880K
Community Financial Group, Inc.	Low 22%	21	95	$950K
DWP Investment Management, LLC	Typical 28%	27	95	$700K
Friedenthal Financial, LLC	Typical 36%	68	190	$1M
Highpass Asset Management LLC	Very High 71%	67	95	$2.3M
Horizon Wealth Advisors	High 49%	94	190	$2.3M
Kenora Financial, LLC	Typical 37%	70	190	$1.2M
Linden Rose Investment LLC	Typical 33%	31	95	$650K
Northeastern Financial Consultants, Inc.	Typical 34%	32	95	$760K
Point Nemo Capital, LLC	Very High 86%	82	95	$1.1M
RMAS, Inc.	Typical 36%	34	95	$760K
Rylander Richter	High 49%	47	95	$1.1M
The Herbst Group, LLC	Typical 24%	46	190	$1M
W Advisors LLC	Typical 28%	27	95	$2.6M
Wealthgen Advisors, LLC	Typical 31%	29	95	$1.4M
Fulcrum Wealth Advisors, LLC	Very High 78%	111	143	$1.5M
MOR Wealth Management, LLC	Very High 60%	86	143	$2.7M
Sacks & Associates, LLC	High 46%	66	143	$1.5M
Sherman Wealth Management LLC	Typical 29%	41	143	$1.1M
Watershed Private Wealth	High 55%	78	143	$2.9M
Crescent Sterling Ltd.	Typical 28%	54	191	$960K
Optimus Capital Advisors, LLC	Low 23%	44	191	$1M
Arbor Investment Management	Very High 69%	66	96	$1.7M
Bayworth Capital	Typical 27%	51	192	$460K
Black Dog Financial Ltd.	Very Low 0%	—	96	$110K
Gulf Coast Financial Advisors	Low 22%	21	96	$300K
Harbor Advisory Corporation	Very High 69%	99	144	$3.3M
Levin Funding Group LLC	Very High 69%	33	48	$3.9M
Primeaumayer Financial	High 44%	42	96	$510K
Redemption Capital	Very High 66%	63	96	$2.3M
Advocates Wealth Planning	Very High 69%	134	193	$2.3M
Fort Vancouver Investment Management, LLC	High 42%	82	193	$1.2M
Gibson Wealth Advisors, LLC	Typical 34%	65	193	$960K
Bey-Douglas, LLC Investment Counsel	Very High 87%	126	145	$1.2M
Insight Investment Advisers LLC	Low 23%	34	145	$490K
Arsenal Capital Advisors LLC	Very High 100%	97	97	$2.7M
Asset Management Financial Services Inc.	High 38%	37	97	$810K
Atwob	Typical 27%	26	97	$1.1M
Dudley Capital Management LLC	Very High 62%	60	97	$2.8M
Medicus Wealth Planning, Inc.	Low 21%	40	194	$820K
Pebble Valley Wealth Management	High 42%	41	97	$1.3M
RWC for Life	Very Low 10%	10	97	$310K
The Sherrington Group	High 42%	41	97	$940K
You First Financial LLC	Very Low 4%	4	97	$230K
Heritage Capital, LLC	High 47%	68	146	$980K
Lucien Stirling & Gray Advisory Group Inc	Typical 34%	50	146	$980K
Roberts Wealth Advisors, LLC	Very High 86%	126	146	$2.8M
Carey Wealth Management	High 47%	46	98	$2.2M
Clear Point Advisors, Inc.	Very High 56%	82	147	$1.7M
Gladwyn Financial Advisors, Inc.	High 48%	47	98	$1.7M
Kipos Wealth	Typical 36%	35	98	$690K
Marcus Capital, LLC	High 43%	42	98	$1.3M
Nia Impact Capital	High 52%	77	147	$1.7M
Noble Wealth Management P.B.C.	Very High 60%	118	196	$2M
Silverlight Asset Management, LLC	High 51%	25	49	$1.3M
Triumph Wealth Advisors, Inc.	Very Low 0%	—	196	$94K
Wealth Financial Group West, Inc.	Very Low 10%	10	98	$220K
Wealthrise Financial Planning, LLC	Very High 57%	56	98	$1.4M
Cambridge Financial Advisors, LLC	Low 22%	44	197	$0
Divvi Wealth Management	Low 21%	42	197	$650K
FC Wealth Solutions LLC	Low 20%	30	148	$620K
Heritage Advisors Group, Inc.	Low 22%	32	148	$580K
RCPlanners	Low 12%	18	148	$540K
Asset Management Advisors, LLC	High 40%	40	99	$2.2M
Capstone Capital Wealth Advisors	High 46%	92	198	$1.8M
Crossover Capital	Very High 65%	64	99	$1.8M
Hanke & Apolonio Wealth Advisors LLC	High 47%	47	99	$1.7M
Harbor Asset Planning, Inc.	Very High 75%	74	99	$1.9M
Holistic Finance LLC	Very Low 1%	1	198	$40K
Legacy Consulting Group	Very High 71%	141	198	$1.8M
OFC Wealth Management	High 40%	40	99	$1.8M
T.M. Wealth Management	Very High 67%	66	99	$2.1M
4Sight Advisors LLC	Very Low 6%	9	149	$85K
Balanced Plan Financial Investment Advisors, Inc.	Very Low 3%	5	149	$330K
Boyd Financial Strategies, Inc.	Typical 28%	41	149	$910K
Ecos Wealth Advisors	Low 19%	29	149	$560K
KDM Wealth Management Inc.	Typical 25%	37	149	$750K
Lipscomb Investment Group, LLC	High 39%	58	149	$520K
Tax Favored Retirement	Very Low 6%	9	149	$280K
Tepp Wealth Management	Typical 35%	52	149	$1.3M
Ridgeline Wealth Advisors, LLC.	Typical 36%	71	199	$940K
Santori & Peters	Typical 36%	71	199	$2.1M
Allison Investment Management, LLC	Very High 78%	78	100	$1.6M
Arbor Private Wealth, LLC	High 48%	48	100	$1.6M
ASK Capital Investment Managers	Low 23%	23	100	$980K
Carnegie Wealth Management LLC	Very Low 7%	10	150	$430K
D'Arcy Capital Management, LLC	High 38%	38	100	$2.1M
Financial Empowerment LLC	Very High 73%	73	100	$1.3M
Goodstein Wealth Management LLC	High 46%	46	100	$1.1M
Increase Consultants LLC	Very Low 0%	—	200	$70K
Sapphire Wealth Planning LLC	Very Low 2%	2	100	$120K
Telos Wealth Advisors	Typical 35%	35	100	$750K
Wealth Benefit Advisors, LLC	High 41%	62	150	$1.8M
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
Armor Investment Advisors, LLC	High 55%	110	201	$1.8M
Cox Capital Management LLC	High 46%	93	201	$1.7M
Graham, Bordelon, Golson & Gilbert, Inc.	Very High 57%	114	201	$2.1M
Solutions 4 Wealth	High 38%	77	201	$920K
Lee-Kelleher Wealth Management	High 40%	60	151	$1.5M
Legacy Wealth Concepts	Very Low 0%	—	151	$430K
Q2 Wealth Management	Typical 24%	36	151	$820K
Trailhead Planners, LLC	Typical 28%	43	151	$1.2M
Prepared Retirement Institute LLC	Typical 32%	81	252	$1.2M
ArborFi Advisors, LLC	High 45%	45	101	$1.4M
Cardinal Retirement Planning, Inc.	Typical 26%	26	101	$940K
Carroll Advisory Group	High 46%	92	202	$1.6M
Elevation Wealth Partners LLC	High 45%	45	101	$2.1M
Gateway Financial Advisors Texas, LLC	Very Low 7%	7	101	$340K
Hegarty Advisors, LLC	High 51%	52	101	$1.7M
Powers Investment Advisory Corporation	Typical 35%	35	101	$1.1M
Stone Pine Financial Partners	High 51%	102	202	$1.3M
Walsky Investment Management Inc	High 40%	40	101	$1.2M
ACP Investment Management	Typical 28%	42	152	$700K
Axia Wealth Management Inc	High 48%	73	152	$850K
Conscious Capital	Very Low 11%	17	152	$450K
Otto & Associates, Inc.	High 50%	76	152	$1.9M
Watercolor Financial	High 54%	82	152	$1.5M
Water Valley Investment Advisors, Inc.	Typical 29%	44	152	$910K
KilterHowling LLC	High 45%	91	203	$1.4M
Pinnacle Wealth Management Group, Inc.	High 39%	79	203	$1.2M
ProAthlete Wealth Management LLC	Very High 91%	185	203	$2M
Stage Wealth Management, Inc.	Very High 80%	162	203	$470K
Winter & Associates, Inc.	Low 21%	42	203	$820K
Ark Wealth Management	Typical 34%	52	153	$1.3M
ButlerJeffrey, LLC	Very Low 0%	—	51	$550K
Cornerstone Select Advisors, LLC	Low 20%	40	204	$660K
Everwealth	High 39%	40	102	$800K
Fuhrmann Capital	Typical 35%	36	102	$590K
Kinghorn Law \| Financial	Low 17%	26	153	—
Modern Financial	Very Low 6%	9	153	$230K
Rauch Advisory LLC	Very Low 5%	8	153	$290K
Resilient Asset Management	Very High 63%	32	51	$1.3M
TOR Wealth Advisors, LLC	Typical 29%	15	51	$1.3M
Werlinich Asset Management, L.L.C.	High 47%	24	51	$3.2M
V2 Financial Group, LLC	Very High 58%	119	205	$1.7M
Schlegel Dunn LLC	High 49%	75	154	$1.8M
Beckerman Wealth	Very High 67%	139	206	$1.4M
Krusen Capital Management, LLC	Very High 100%	103	103	$1.2M
Left Brain Wealth Management, LLC	High 46%	94	206	$1.6M
RiverTree Advisors, LLC	Low 22%	23	103	$1.8M
Tower View Wealth Management LLC	Typical 34%	70	206	$1.5M
Wilshire-Pennington Group, Inc.	Very High 82%	84	103	$510K
Personal Financial Advisors, Inc.	Very Low 11%	17	155	$520K
Red Crane Wealth Management, LLC	High 39%	60	155	$950K
Western Financial Corporation	Very High 68%	106	155	$1.7M
Ehrlich Financial Group	High 40%	82	207	$1.2M
Opinicus	High 39%	80	207	$1.1M
Strategic Advisory Services, L.L.C.	Typical 25%	51	207	$890K
Archer Pointe Wealth Management, LLC	Very High 58%	60	104	$1.7M
Capital Research Advisors, LLC	Very Low 4%	7	156	$390K
Delarme Wealth Management, Inc.	Very High 56%	87	156	$1.4M
Donald W. Nicholson & Associates Ltd	Typical 32%	50	156	$1.1M
Haynie Wealth Management LLC	Low 22%	35	156	$680K
Helm Capital Management	Very High 81%	42	52	$7.7M
Janus Financial	Low 15%	8	52	$650K
Landing Financial Group, Inc.	Very Low 0%	—	156	—
O'Donnell Wealth Management	High 46%	95	208	$570K
Ortman Financial Planning	Low 18%	19	104	$610K
Paller Financial Services, Inc.	Typical 28%	43	156	$940K
RMC Financial Advisors, LLC	Very Low 6%	10	156	$250K
Rosman Asset Management, LLC	Low 15%	16	104	$750K
Valor Wealth Partners	Typical 29%	45	156	$410K
Aligne Wealth Advisors Investment Management (AWAIM)	High 50%	105	209	$1M
Signature Financial Advisors	Low 16%	34	209	$330K
Balanced Rock Investment Advisors	High 38%	80	210	$920K
Bazis Private Wealth, LLC	High 40%	84	210	$1.1M
Berg Faircloth Investment Advisors	Very Low 8%	8	105	$310K
Brexton Family Financial, LLC	High 51%	54	105	$760K
Green & Deckert LLC	Typical 25%	26	105	$1.2M
Gunder Wealth Management, LLC	Very High 76%	80	105	$1.2M
Jason Howell Company	Low 14%	15	105	$610K
Pillar Financial Advisors, LLC	Typical 28%	59	210	$1.7M
Sonas Financial Group, Inc.	High 43%	45	105	$1.3M
Toptier Wealth Management	High 50%	52	105	$1.7M
Weiss Financial Group LLC	Typical 30%	31	105	$780K
Bison Investment Advisors, LLC	Typical 37%	59	158	$920K
Shrier Wealth Management, LLC	Very High 69%	109	158	$2.5M
Sincerus Advisory	Typical 28%	45	158	$1.1M
Strategic Financial Group, L.L.C.	Low 15%	24	158	$670K
Mendel Money Management Inc.	Typical 36%	76	211	$1.5M
Addis & Hill, Incorporated	High 46%	73	159	$1.6M
AFG Fiduciary Services	Very High 71%	113	159	$1M
Ardent Capital Management, Inc.	Very High 59%	63	106	$2.8M
Ataraxis Financial	Very Low 8%	8	106	$480K
Birks Financial Corp.	High 52%	83	159	$1.8M
Blue Water Capital Management, LLC	High 55%	58	106	$1.5M
Burr Financial Services, LLC	Typical 34%	54	159	$870K
Genesis Wealth Management, Inc.	High 43%	46	106	$810K
Guerra Investment Advisors	Low 14%	15	106	$370K
Lashley Wealth Management	Very High 64%	34	53	$1.4M
North River Wealth Advisors	Typical 31%	33	106	$620K
Pacific Specialty Investment Group, LLC	High 41%	43	106	$1.1M
R.J. Cloud Advisors & Company	Typical 31%	49	159	$1.1M
The Planners Inc.	Low 18%	19	106	$320K
Course Management Investment Advisors, LLC	Low 19%	30	160	$620K
Trend Management, Inc.	Typical 25%	40	160	$510K
Based Capital Wealth LLC	High 53%	57	107	$400K
Fiduciary Tactical Strategies, Inc.	Typical 26%	28	107	$130K
Global Investment Solutions, LLC	Low 21%	22	107	$250K
Networth Financial Services, LLC	High 39%	42	107	$1.2M
Rgb Capital Group	High 44%	47	107	$790K
Yanni & Associates Investment Advisors, LLC	High 43%	46	107	$1.6M
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
Intentional Wealth Strategies	Typical 32%	52	161	$1M
McDonald Capital Management	High 48%	77	161	$1.7M
Optima Capital Management	Low 17%	36	215	$610K
Chisholm Wealth Management	Low 14%	15	108	$650K
DCJ Global Wealth Management	Low 23%	25	108	$470K
Essex Private Wealth Management LLC	High 44%	96	216	$1.5M
FPC Investment Advisory, Inc.	Very High 57%	92	162	$2.3M
Kevin M. Gibney and Company, LLC	High 49%	53	108	$2.8M
Mark Gillam Enterprises	Typical 36%	39	108	$1.8M
Millennial Wealth Management, LLC	High 44%	48	108	$330K
Monticello Financial Advisors	Very Low 10%	7	79	$26K
Pacific Value, LLC	Typical 32%	52	162	$960K
Podell Financial Group LLC	Low 15%	32	216	$880K
Purtill Financial LLC	High 47%	76	162	$1.3M
Redwood Money	Typical 31%	34	108	$810K
The Broughton Investment Group, Inc.	Very Low 0%	—	54	$360K
Vigil Wealth Management, LLC	High 45%	73	162	$880K
RetireMitten Financial LLC	Typical 36%	79	217	$990K
River's Edge	Typical 26%	56	217	$700K
Bannerman Wealth	High 39%	63	163	$1.1M
Craftwork Capital LLC	Low 18%	30	163	$620K
Trust Investment Advisors	Typical 27%	44	163	$1.4M
American Wealth Advisors, LLC	High 40%	44	109	$1.1M
Calamita Wealth Management	High 38%	41	109	$1.2M
Costello Financial Planning, Inc.	Typical 37%	40	109	$1.8M
Green Peaks Planning	Very Low 8%	9	109	$420K
Heritage Wealth Management	High 51%	111	218	$1.6M
HK Private Client, LLC	Very High 57%	62	109	$810K
Stratacore Capital Management, LLC.	Typical 29%	32	109	$600K
Vericrest Private Wealth, LLC	Typical 34%	37	109	$1.2M
Waterford Capital Investment Advisory Services LLC	Typical 25%	27	109	$2M
Professional Financial Management, Inc.	Low 23%	38	164	$700K
Spark Financial Advisors	Typical 27%	44	164	$900K
Assetgrade, LLC	Very High 56%	93	165	$2M
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
Cross Border Financial Planning USA LLC	High 38%	63	165	$880K
Eagle Bluffs Wealth Management LLC	High 46%	76	165	$1.7M
Evansbrook Capital Management	Very High 61%	67	110	$2.1M
FRAZEE Investment Consulting, Inc.	High 46%	51	110	$1.7M
Orchard City Wealth Management, LLC	Very High 71%	39	55	$2.1M
Silvia McColl Wealth Management, LLC	High 54%	59	110	$2.5M
Stonekeep Investments, LLC	Low 21%	23	110	$1.2M
Tenzing Financial LLC	High 44%	73	165	$1.3M
Trinity Wealth Management, LLC	High 52%	114	220	$1.4M
Woodside Wealth Management	Very High 80%	88	110	$2.4M
Kropog FInancial Group, LLC	Low 23%	51	221	$680K
ChappelWood Financial Services	Very Low 11%	18	166	$680K
Envision Retirement LLC	Low 16%	26	166	$570K
Randall & Associates Wealth Management	Typical 28%	47	166	$1M
R.O.I.	Low 23%	38	166	$540K
Arbor Wealth Management, LLC	High 40%	44	111	$1.2M
Arlen Capital, LLC	Typical 37%	83	222	$1.6M
Avanti Wealth Management	Low 22%	24	111	$430K
KANU Asset Management, LLC	Very Low 8%	9	111	$140K
New Dimensions Wealth Management, L.L.C.	Very High 65%	72	111	$1.6M
Orographic Financial Advisors	High 44%	49	111	$1.9M
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
Portfolio Management, LLC	Very High 59%	65	111	$1.4M
Steele Street Private Wealth Management	High 54%	60	111	$1.6M
Hwa Financial Group	Typical 37%	62	167	$1.6M
Rivertree Wealth	Typical 34%	56	167	$860K
Advisor.Investments	High 47%	79	168	$1.2M
Arkagos Advisors & Asset Management, Inc.	High 50%	56	112	$580K
Bedrock Investment Advisors	Very High 62%	138	224	$220K
Campbell Asset Management, LLC	Typical 31%	52	168	$830K
Capital Area Planning Group	Very High 88%	49	56	$1.1M
EFC Wealth Management Firm LLC	Very Low 5%	8	168	$340K
Harbour Financial Resources, Ltd	High 48%	54	112	$1.6M
Herr Capital Management LLC	Typical 32%	36	112	$650K
Konza Global Wealth Group	Typical 29%	33	112	$1.1M
Poinciana Advisors Group, LLC	Very High 68%	76	112	$3.4M
Rockbridge Asset Management, Llc	Very High 79%	44	56	$3M
Schrum Private Wealth Management, LLC	Low 19%	32	168	$1.1M
Swan DFW Financial Solutions, LLC	Very Low 0%	—	112	$300K
Wealth Management Solutions	Typical 24%	40	168	$630K
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Harding Wealth, Inc.	High 38%	64	169	$1.3M
Madson Wealth Advisors Inc.	High 43%	73	169	$1.2M
PEB Capital Management LLC	Typical 28%	48	169	$1M
Perennial Wealth Advisors, LLC	Low 12%	20	169	$470K
Riverchase Wealth Management, LLC	High 54%	91	169	$1.5M
B.E.S.T. Wealth Management LLC	Low 12%	14	113	$440K
Heydorn Stone Capital Management LLC	Very High 56%	63	113	$1.2M
Infinium Investment Advisors, LLC	Very High 58%	67	115	$1.2M
Phil A. Younker & Associates, Ltd.	Low 23%	26	113	$840K
Ridgeback Capital Management	Very High 64%	72	113	$1.5M
SS&H Financial Advisors, Inc.	Very High 59%	67	113	$4.1M

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