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
Greenway Wealth Advisors, LLC	Typical 27%	46	170	$1M
Quiver Financial Holdings LLC	High 41%	70	170	$490K
Schulz Wealth, Ltd.	Very High 61%	104	170	$1.8M
Trumix Advisors	Typical 29%	50	170	$990K
Willner & Heller LLC	Typical 27%	46	170	$1.1M
Mentor Capital Management Inc.	Very Low 0%	—	227	$990K
Prosperitus Wealth Advisors	Very Low 11%	25	227	$310K
Wallace Hart Capital Management	High 39%	89	227	$1.1M
Cooke Wealth Management, LLC	High 39%	44	114	$1.2M
D C Voss & Company, LLC	Very High 70%	40	57	$4.1M
Hicks Financial Partners, LLC	Typical 25%	29	114	$310K
Infiniti Wealth Management	Typical 24%	41	171	$1.1M
My Wealth Management, Inc.	Very High 56%	64	114	$1.3M
Parish Investment Advisors LLC	High 39%	44	114	$780K
Soaring Investment Management, LLC	Typical 35%	60	171	$660K
Tate Asset Management and DCO Wealth Management	High 50%	114	228	$1.4M
Waverley Wealth Management LLC	Very High 61%	70	114	$1.8M
Womack Investment Advisers, Inc	Low 16%	27	171	$520K
EADS & Heald Wealth Management	High 47%	107	229	$980K
Emissary Wealth	Low 17%	38	229	$730K
Millennial Wealth	High 45%	102	229	$1.2M
SL Capital	Typical 28%	65	229	$1M
Stewardship Concepts Financial Services LLC	Typical 27%	62	229	$730K
AdvisorsTrust Partners LLC	High 42%	72	172	$1.4M
Fruth Investment Management	Very High 59%	102	172	$2.4M
Lightsquare Wealth Management, LLC	Typical 27%	47	172	$1.2M
New England Research & Management, Inc.	High 44%	75	172	$1.6M
Tetley Investments, LLC	Very High 69%	118	172	$1.1M
TruAdvisors	Low 19%	32	172	$770K
Wacker & Associates, Inc.	Low 23%	39	172	$560K
Core Financial	High 49%	56	115	$2M
Cornerstone Investment Advisors, LLC	High 50%	58	115	$1.5M
Freeman & Freeman Private Wealth Management LLC	Very Low 3%	3	115	$390K
Guelich Capital Management, LLC	Typical 27%	31	115	$950K
Meyer Capital Management LLC.	Very Low 10%	11	115	$1.6M
Middleton & Company	Typical 37%	43	115	$1.1M
Presidio Financial, LLC	Low 17%	19	115	$470K
Ronald Gelok & Associates, LLC	Low 13%	30	230	$320K
The Archer Consulting Group, LLC	High 49%	56	115	$1.7M
YFP Wealth	Very Low 4%	9	230	$230K
Zuckerman Capital Management, LLC	High 45%	52	115	$1M
Bridgelight Capital LLC	Typical 26%	45	173	$790K
Fencl Advisory Services, LLC	High 41%	71	173	$510K
Kinetic Wealth Investment Advisors, LLC	High 55%	95	173	$1.2M
Marquam Capital	Low 23%	39	173	$190K
Review Services Inc	High 54%	94	173	$1.3M
Strivus Wealth Partners LLC	Typical 33%	57	173	$920K
Succession Financial, Inc	Typical 36%	62	173	$1.2M
Valiant Wealth, LLC	High 46%	80	173	$1.6M
Advize Wealth Management	Low 17%	20	116	$580K
Alcosta Capital Management, Inc.	Very High 90%	52	58	$3.6M
Athena Advisor Services, LLC	Low 18%	32	174	$480K
Brilliant Advice, LLC	Very High 78%	90	116	$3.2M
Camelotta Advisors	Very High 67%	39	58	$4M
CMG Financial Consulting	High 38%	44	116	$1.3M
DKM Wealth Management, Inc.	Very High 59%	103	174	$1.7M
Firethorn Partners, LLC	High 41%	24	58	$400K
Fortune Financial Group, Inc.	Typical 29%	50	174	$810K
Kailasa Capital Management LLC	High 38%	44	116	$2.1M
Miller Wealth Advisors, LLC	Very High 61%	71	116	$1.9M
Outfitter Financial	High 40%	23	58	$2.3M
Purewater Capital, LLC	Typical 27%	63	232	$640K
Quorus Inc.	Very High 75%	130	174	$830K
RidgeBrooke Capital Management LLC	Typical 32%	37	116	$660K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
The Moorings Group, LLC	Very High 78%	90	116	$3.6M
Dogwood Wealth Management, LLC	Typical 37%	87	233	$1.1M
Cassedy Financial Group, Inc.	High 42%	74	175	$1.4M
Mighty Oak Strong America Investment Company	High 50%	87	175	$2.3M
Robert Stephen Capital Management LLC	Low 14%	25	175	$1.1M
Allvet Financial	Very Low 0%	—	117	$11K
Cardinal Wealth Advisors, L.L.C.	Low 22%	26	117	$700K
Integrity Investment Advisors	Very High 66%	77	117	$3.4M
McCarter Private Wealth Services LLC	Very High 71%	83	117	$3.3M
Momentum Wealth Planning	High 42%	49	117	$1.7M
S.F. Ehrlich Associates, Inc.	High 47%	55	117	$1.6M
Thayer Financial, L.L.C.	High 38%	45	117	$870K
Birch Wealth Management	Very Low 11%	19	176	$350K
CMC Financial Group, LLC	Low 16%	29	176	$630K
Delta Wealth Advisors LLC	Typical 37%	65	176	$830K
Mirretti Perryman Wealth Strategies, LLC	Typical 30%	52	176	$1M
Higgins & Schmidt Wealth Strategies LLC	High 43%	102	235	$1.2M
Reframe Wealth, LLC	High 43%	100	235	$1.7M
The Wealthgarden F.S. LLC	Typical 26%	61	235	$960K
Carter Financial, LLC	Very High 60%	106	177	$1.6M
Cascade Investment Advisors, Inc.	Typical 35%	62	177	$2M
Fairscale Capital, LLC	Typical 31%	55	177	$1.2M
Forsythe Wealth Management, Inc.	Low 20%	24	118	$610K
Heritage Wealth Management Group, Ltd	Low 23%	40	177	$850K
Longview Financial Advisors, LLC	Very High 61%	72	118	$2.7M
Righthand Capital, LLC	Very High 75%	88	118	$1.5M
Tyner Capital Management Investment Counsel, Inc.	High 46%	27	59	$4.3M
Xena Financial Planning, LLC	High 43%	51	118	$890K
American Harbour Wealth Management, LLC	Low 18%	32	178	$470K
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Scherer Financial Advisory Services, LLC	Typical 33%	59	178	$890K
Brown Financial Group	Very Low 6%	7	119	$180K
Chancellor Wealth Management, Inc.	Very Low 0%	—	119	$1.5M
Gables Capital Management, Inc.	Very High 64%	76	119	$1.5M
Inception Financial Services	Very Low 3%	4	119	$240K
Optimist Retirement Group, LLC	Very High 60%	71	119	$2.1M
Argyle Capital Partners, LLC	Typical 27%	48	179	$1.2M
Elevation Wealth Management	High 52%	93	179	$1.4M
Fortis Wealth Management	Very Low 0%	—	179	$380K
Holcombe Financial, Inc.	High 54%	96	179	$2.3M
1620 Investment Advisors, Inc.	Low 20%	47	239	$990K
Old Bridge Wealth, Inc.	Typical 28%	66	239	$320K
St. Johns Investment Management Company, LLC	High 46%	111	239	$1.5M
360 Ira	Very Low 0%	—	180	—
Allstreet Capital LLC	High 50%	60	120	$1.8M
Arbor Financial Services, LLC	Low 16%	38	240	$510K
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Eddleman & Eddleman Inc	Very Low 8%	10	120	$150K
Heritage Oak Wealth Advisors	Typical 26%	63	240	$1.4M
Make Way Wealth Management	Low 18%	21	120	$640K
Mos Capital, Inc.	High 48%	58	120	$1.9M
Mullaney Keating & Wright Inc	High 39%	70	180	$1.6M
Oceanside Advisors LLC	Very High 71%	170	240	$760K
Paragon Wealth Management	Low 17%	31	180	$730K
Peak Financial Advisors	Very High 58%	70	120	$2.2M
Shearwater Capital	Very High 67%	120	180	$2.3M
Village Wealth Advisors	High 41%	99	240	$1.1M
Accretive Wealth Management, LLC	Very High 98%	177	181	$1.2M
Marsh Wealth Management, LLC	Typical 27%	49	181	$1M
Pleasantdale Wealth Management, LLC	Low 19%	35	181	$600K
Global Wealth Management, Inc.	Low 15%	18	121	$400K
Oak Asset Management, LLC	High 51%	124	242	$1.7M
Peace of Mind Financial Planning, Inc	Low 14%	17	121	$980K
Redwood Park Advisors	High 50%	60	121	$1.4M
Sullivan Financial, LLC	Low 23%	28	121	$770K
Vega Financial LLC	Low 23%	28	121	$490K
Longview Financial Advisors, Inc.	High 38%	70	182	$1.1M
Southport Station Financial Management, LLC	High 46%	84	182	$1M
Stability Partners Advisory Group, LLC	Low 18%	33	182	$690K
Vines Capital Management, LLC	Low 14%	25	182	$790K
4J Wealth Management, LLC	High 50%	122	243	$1.4M
Cadia Private Client LLC	High 38%	46	122	$1.5M
Cannon Beach Financial Advisors	High 46%	56	122	$1.7M
Core Capital Management and Research Inc.	Very High 68%	165	244	$560K
Crossgate Wealth Advisors, LLC	High 38%	70	183	$1.5M
Dimensions Wealth Management, LLC	Very High 58%	71	122	$1.2M
G. Earl Mowrey & Co., L.L.C.	Very Low 5%	6	122	$300K
Investment Leadership, LLC	Low 23%	28	122	$680K
Keystone Advisory Group	Low 17%	21	122	$560K
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Red SEVEN	Very Low 7%	18	244	$360K
RJ Patterson Group	Low 16%	30	183	$680K
Stagner Financial Advisory	Low 16%	30	183	$330K
Baynes Investment Counsel LLC	Very Low 4%	10	245	$250K
Matune Basile Advisors	Typical 31%	76	245	$1.3M
SFG Wealth Advisors, LLC	Low 22%	55	245	$750K
Brindle & Bay Financial Advisors, LLC	High 38%	69	184	$1M
Lowery Thomas, LLC	High 53%	97	184	$2.1M
Pelican Advisory LLC	Low 21%	38	184	$460K
Banyan Global Investment Advisors, LLC	High 50%	61	123	$1.3M
Kinwell LLC	Typical 28%	34	123	$760K
ReliaStar Capital Management, Inc.	Very Low 7%	8	123	$270K
Joyce Wealth Management, LLC	Very High 72%	134	185	$2.5M
Nvest Wealth Strategies, Inc.	Typical 25%	47	185	$1.3M
Baldwin Financial Advisors, LLC	Very Low 2%	5	247	$0
Scarecrow Advisors, LLC	Very Low 0%	—	247	$300K
Vawter Financial LTD	High 42%	103	247	$1.6M
Advocacy Financial LLC	Typical 24%	30	124	$780K
Atlantis Wealth Advisors LLC	Very Low 10%	25	248	$560K
Bellingrath Wealth Management, L.L.C.	High 38%	70	186	$760K
Chapman Investment Management, LLC	High 39%	24	62	$1.9M
Crestmont Private Wealth LLC	Typical 35%	65	186	$1.9M
Crossroads Planning	Low 16%	20	124	$510K
Davis, Davis and Conover Wealth Management, LLC	Typical 25%	46	186	$780K
Dwyer Financial, LLC	Typical 28%	35	124	$410K
Firelands Wealth Management, LLC	Low 13%	24	186	$380K
Gates Investment Advisors, LLC	Low 16%	20	124	$180K
Hillcrest Wealth Advisors - NY, LLC	Very High 90%	56	62	$6.3M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Walen Financial Group, LLC	Very Low 0%	—	124	$0
Wellness Investment Advisers LLC	Very Low 2%	2	124	$1.9K
CORE Financial Advisors	Low 18%	46	249	$710K
CTS Financial Planning, Inc.	Typical 36%	89	249	$1.3M
Halbert Wealth Management, Inc	High 43%	106	249	$650K
Sterneck Capital Management LLC	High 52%	129	249	$1.3M
The Karras Company, Inc.	Typical 37%	93	249	$1.5M
Abundant Wealth Management LLC	Very Low 7%	13	187	$1.3M
Integras Partners, LLC	High 43%	80	187	$1.3M
McAlister, Sweet & Associates, Inc.	High 43%	80	187	$1.2M
Together Planning	Typical 30%	56	187	$940K
Belleair Asset Management, LLC	Typical 36%	45	125	$1.9M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
Capstone Wealth Advisors, LLC	Typical 26%	32	125	$820K
Great Lakes Retirement Solutions, Inc.	Very Low 2%	6	250	$170K
Infinity Wealth Counsel, LLC	Typical 37%	46	125	$1.2M
Merrithew & Thorsten, Inc.	High 43%	54	125	$1.2M
On Point CRNA	Low 14%	18	125	$600K
Retirementadvice \| Jka	Low 22%	55	250	$1.1M
Sphinx Investments LLC	Very Low 9%	11	125	$370K
Summa Global Advisors, LLC	Typical 33%	41	125	$1.1M
Trinity Financial Services, Inc.	Typical 26%	32	125	$610K
Oak Crest Advisory, LLC	Low 18%	33	188	$480K
Retirement Wealth Solutions LLC	High 40%	75	188	$1.2M
Fluent Financial, LLC	Typical 35%	87	251	$1.3M
Adair Wealth Management	Low 17%	22	126	$410K
Adelmann Financial, Inc.	Low 23%	29	126	$840K
Anchor Financial Group	Very High 66%	83	126	$810K
Antonelli Financial Advisors, LLC	Typical 31%	58	189	$1.2M
Bienvenue Wealth LLC	Very High 59%	74	126	$780K
Cairn Financial Group	Very Low 11%	20	189	$380K
Carlin Wealth Management Group, LLC	High 38%	72	189	$1.3M
Executive Money Managers, Inc.	Very Low 9%	22	252	$410K
Hicks Capital Management, LLC	Typical 26%	65	252	$1.4M
Irving Planning & Investments, Ltd.	Low 13%	16	126	$570K
Nollenberger McCullough Investment Advisors LLC	Very High 100%	63	63	$1.2M
Nvest Advisors, LLC	Very Low 2%	3	189	$110K
Odyssey Capital Advisors Inc.	Low 19%	47	252	$690K
Schuylkill Financial, LLC	High 39%	49	126	$980K
Shared Vision Wealth Group	High 40%	76	189	$1.8M
Spivak Asset Management, LLC	Very High 83%	52	63	$7M
The Planning Group	Typical 24%	60	252	$1.1M
United Success Wealth Management	Typical 35%	22	63	$1.2M
U.S. Private Wealth, LLC	Typical 33%	62	189	$1.1M
Van der Noord Financial Advisors, Inc.	High 46%	58	126	$1.2M
Westwood Wealth Management	Typical 32%	40	126	$2.2M
Portfolio Design Services, LLC	Very Low 8%	20	253	$460K
Affinity Wealth Management, LLC	Low 15%	28	190	$380K
Daviman Financial, LLC	Low 21%	39	190	$850K
Maryland Capital Advisors, Inc.	Very High 56%	107	190	$2.6M
Archer Investment Management	Typical 28%	70	254	$1.5M
C.L. Sheldon & Company, LLC	Typical 24%	31	127	$800K
Guardian Wealth Advisors, LLC	Typical 31%	79	254	$1.2M
JDH Wealth Management, LLC	Very High 57%	73	127	$3.8M
Paragon Financial Partners	Very High 67%	85	127	$2.6M
Revalue LLC	Very High 60%	152	254	$370K
The Menard Financial Group, LLC	Typical 34%	43	127	$2.6M
Wills Financial Group, LLC	Typical 35%	90	254	$1.5M
Birchcreek Wealth Management, LLC	High 47%	89	191	$1.5M
Forecast Capital Management	Low 16%	30	191	$560K
Ryan Poage & Co.	Low 13%	24	191	$600K
Tandem Investment Partners, LLC	Low 19%	36	191	$1M
Vitality Capital Management, LLC	Typical 24%	46	191	$400K
Return on Life Wealth Partners	Typical 35%	88	255	$1.6M
The Professional Financial Company LLC	Typical 28%	71	255	$810K
Beacon Financial Planners, Inc	Very Low 9%	6	64	$190K
Ethos Capital Group, LLC	Typical 32%	41	128	$600K
Finances For Real Life	Typical 34%	44	128	$830K
Financial Service Group Inc	High 39%	74	192	$1.1M
High Plains Investment Advisors, Inc.	Low 20%	25	128	$820K
LifePlan Financial Services, LP	High 46%	59	128	$680K
Richardson Financial Services	High 55%	106	192	$1.2M
Twin Rivers Wealth Management	Very Low 9%	22	256	$460K
Markle Financial LLC	Low 18%	47	257	$520K
Salient Wealth Planning	Typical 27%	53	193	$1.2M
Advisors on Call	Very Low 7%	9	129	$370K
Eagles Coast Wealth Management, LLC	Very Low 9%	12	129	$390K
Index Wealth Advisors, LLC	Typical 27%	35	129	$280K
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
Murray Financial Services, Inc.	Very Low 11%	14	129	$990K
Simple Wealth LLC	Low 20%	26	129	$370K
Titan Capital Management	Low 13%	17	129	$630K
Wise Wealth Partners, LLC	High 49%	63	129	$1.2M
Agilis Investment Management LLC	Very High 84%	163	194	$420K
Calculated Wealth	Low 21%	40	194	$1M
N1 Advisors	High 54%	104	194	$2M
Centerline Wealth Advisors, LLC	Typical 37%	97	259	$1.2M
Grange Capital, LLC	High 45%	116	259	$790K
Alpha Capital LLC	Very Low 10%	13	130	$520K
Cypress Capital	Very Low 11%	28	260	$450K
DL Wealth Management Group	Low 15%	20	130	$0
D.M. Wealth Management, Inc.	Very Low 0%	—	195	$240K
Luna Capital Management, LLC	Low 23%	30	130	$530K
Naviant Partners, LLC	High 44%	57	130	$1.3M
S. R. Schill & Associates, Inc.	Typical 31%	61	195	$730K
White McGowan	Very Low 11%	14	130	$580K
Altura Wealth Advisors	High 39%	103	261	$880K
Bonfire Financial, LLC	Low 21%	55	261	$750K
Tamalpais Asset Management	Typical 28%	74	261	$1M
Williams Financial, LLC	Typical 24%	63	261	$780K
Cargile Investment Management	Typical 30%	58	196	$1.6M
Nefpg	High 39%	76	196	$1.3M
Neuenschwander Asset Management, LLC	Low 18%	35	196	$880K
Bruce G. Allen Investments, LLC	Very High 56%	74	131	$2M
Genesis Investments	Very Low 7%	19	262	$410K
Harvard Avenue Investment Advisory	Low 12%	16	131	$430K
Park Capital Group, Inc.	Low 14%	18	131	$400K
Rothman Investment Management, LLC	Typical 25%	33	131	$570K
Trailwise Financial Partners, LLC	Typical 26%	51	197	$710K
Robbins Farley LLC	Typical 35%	91	263	$940K
SageOak Financial, LLC	Low 19%	51	263	$650K
Titan Investment Management LLC	Typical 28%	73	263	$450K
aLuman	Low 23%	30	132	$940K
Awm Global Advisors	Low 21%	14	66	$780K
Clear Wealth Management	Low 23%	31	132	$770K
Commonwealth Financial Planners Inc	High 50%	66	132	$1.7M
Darden Wealth Group	High 38%	100	264	$1.3M
Enza Financial, LLC	Low 23%	45	198	$830K
Equilibrium Wealth LLC	High 45%	30	66	$1.9M
Intentional Living FP	Typical 25%	33	132	$310K
Kane Company Wealth Management, Inc.	High 39%	78	198	$1.4M
Lake Road Advisors, LLC	Very High 71%	94	132	$700K
Montcalm TCR LLC	High 45%	59	132	$1.8M
SOBITZ Financial Group, LLC	Very Low 10%	19	198	$440K
Spring Capital Management	Very High 59%	78	132	$1.5M
Symmetry Capital Advisors LLC	Very High 97%	64	66	$6.8M
TSW Wealth Management	Very High 57%	75	132	$2.1M
Variant Private Wealth LLC	Very High 69%	136	198	$1.3M
Winans Investments	Typical 25%	67	264	$1.1M
Zia Capital Investments LLC	Very Low 0%	—	66	$140K
WE Alliance Wealth Advisors, Inc.	Very Low 11%	30	265	$880K
Financial Strategies, Inc.	Very Low 10%	19	199	$750K
Fortune Wealth Management, LLC	High 51%	101	199	$1.9M
Bearing Financial Advisors, LLC	Typical 26%	34	133	$670K
Bowline Financial, LLC	Very Low 8%	11	133	$340K
Clearview Investment Partners, LLC	High 41%	55	133	$790K
Delta Wealth Solutions, LLC	Low 16%	21	133	$680K
DeneWiler Capital Management Inc	High 51%	68	133	$760K
Dumaine Investments LLC	High 39%	52	133	$1.1M
Fusco Financial Services Inc	Typical 36%	48	133	$1.1M
Hafnia Financial, Inc.	Very Low 4%	5	133	$340K
Investment Insight Wealth Management, LLC	Typical 24%	32	133	$1.2M
J.K. Financial, Inc.	Very High 96%	128	133	$1.5M
Marin Bay Wealth Advisors, LLC	Very High 100%	133	133	$2.8M
North Bay Wealth Management	Low 22%	29	133	$750K
Silverpeak Wealth Advisors	High 42%	56	133	$1.3M
Timpe & Timpe Financial Advisory Services, L.L.C.	Typical 29%	39	133	$460K
Wilson & Boucher Capital Management, LLC	High 50%	66	133	$2M
Archway Wealth Management, LLC	High 45%	90	200	$1.7M
Avondale Wealth Management LLC	Typical 37%	73	200	$1.6M
One Life Financial Group, Inc.	Typical 32%	64	200	$590K
Tactivest, LLC	Low 21%	41	200	$570K
Luken Investment Analytics, LLC	Typical 31%	83	267	$1.1M
Arena Wealth Management LLC	Low 20%	27	134	$600K
CPA Advisory Services, P.C.	Low 15%	20	134	$560K
East Coast Wealth Management, Inc.	Typical 30%	60	201	$760K
Kohlhepp Investment Advisors, Ltd.	Low 15%	31	201	$1M
NFI, LLC	Very Low 10%	14	134	$450K
Stone Oak Wealth Management, LLC	Typical 32%	85	268	$1.3M
Braun-Bostich & Associates Inc.	Typical 33%	90	269	$910K
First Choice Financial Services LLC	Very Low 0%	—	269	—
TL Private Wealth	High 46%	125	269	$1.4M
Barden Capital Management, Inc.	Low 21%	42	202	$910K
Fjell Capital	Typical 24%	48	202	$890K
Odiorne Point Asset Management, LLC	Very Low 0%	—	202	$330K
Sugar Maple Asset Management, LLC	Low 21%	42	202	$1.4M
TandemGrowth Financial Advisors, LLC	Very High 67%	135	202	$1.5M
5T Wealth, LLC	Typical 24%	64	270	$1.1M
Cottage Street Advisors	High 38%	51	135	$2.5M
Decision Investments, Inc.	Typical 36%	49	135	$1.1M
Greenshields Capital LLC	High 53%	71	135	$1.4M
J.R. Prunier Capital Management LLC	Low 20%	27	135	$3M
Rise Private Wealth Advisors	Low 20%	27	135	$470K
Singer Wealth Management	Typical 27%	36	135	$880K
Haddonfield Financial Planning LLC	Typical 34%	68	203	$650K
Quarry Hill Advisors	Very High 65%	132	203	$1.9M
The Sherry Group, Inc.	Low 19%	39	203	$640K
VanWeelden Wealth Management, LLC	Typical 37%	76	203	$670K
Pinnacle Wealth Management, Inc.	Typical 26%	70	271	$440K
994 Group	High 41%	83	204	$1.2M
Augustus Wealth, LLC	Typical 33%	45	136	$730K
Bradley Wealth LLC	Typical 25%	52	204	$960K
Conservative Wealth Management LLC	Very High 82%	56	68	$5M
Crossgen Wealth LLC	Low 15%	20	136	$1.1M
Elmwood Wealth Management	Very High 62%	127	204	$2.3M
Fortified Wealth	Low 15%	10	68	$240K
Iowa Wealth Management, LLC	Typical 28%	38	136	$840K
L & M Wealth Management and Retirement Solutions, LLC	Low 15%	20	136	$490K
Moore Wealth	Low 22%	45	204	$740K
RossJohnson & Associates, LLC	Typical 29%	80	272	$750K
Skrobonja Wealth Management, LLC	Very Low 2%	4	204	$220K
Uptown Capital Advisors	Very High 68%	92	136	$1.1M
Wealthcollab	Very High 71%	48	68	$4.7M
Blue Heron Capital	High 39%	80	205	$500K
J2 Capital Management, Inc.	Typical 37%	76	205	$890K
Providence Wealth Management LLC	Low 23%	48	205	$740K
Antonetti Capital Management, LLC	Typical 25%	34	137	$920K
Banyan Capital Management, Inc.	High 43%	59	137	$1.9M
Excomp Asset Management Ltd	Typical 26%	36	137	$920K
First Family Wealth	Very High 100%	137	137	$640K
Freedom Capital Advisors Inc	Very High 66%	90	137	$330K
Investment Strategies, LLC	Very Low 5%	7	137	$49K
Mindset Wealth Management, LLC	Very High 69%	189	274	$1.1M
Philadelphia Investment Partners, LLC	High 40%	55	137	$1.1M
Syrios Wealth Management Group	High 42%	58	137	$2.2M
Bison Financial Group, LLC	Low 15%	40	275	$350K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Private Wealth Solutions, LLC	High 42%	115	275	$1.8M
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Anchor Capital Management, LLC	Very High 77%	53	69	$830K
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Fairfield Financial Advisors	High 51%	70	138	$2.2M
Guilbault Capital	Very High 78%	108	138	$2.1M
Lang & Becker, Inc.	Very High 64%	88	138	$890K
Park Place Wealth Advisors, Inc	Low 17%	24	138	$590K
Polaris Investment Advisors, LLC	Typical 36%	49	138	$1.3M
Private Family Wealth Advisors	High 54%	74	138	$2.8M
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Peak Wealth Management LLC	Typical 32%	67	208	$730K
Avina Financial Group, Inc.	Low 18%	25	139	$380K
Core Wealth Management, Inc.	High 47%	131	278	$1.4M
Financial Independence, LLC	Typical 31%	87	278	$1M
Invera Wealth Advisors LLC	Low 23%	32	139	$1.6M
Kagan Coccoza Asset Management	Typical 37%	51	139	$1.2M
Partnership Wealth Management	High 45%	62	139	$1.7M
Pinnacle Wealth Management, LLC	Low 21%	29	139	$690K
Shinneman Wealth Group	Very Low 0%	—	139	$230K
SJBenen Advisory, LLC	Typical 35%	49	139	$2.6M
Zenith Advisory Group, LLC	Very Low 7%	10	139	$470K
Tableaux Wealth	Typical 29%	61	209	$1.1M
Palatine Hill Wealth Management	Low 16%	46	279	$1M
Relevance Capital Management	High 51%	143	279	$1.8M
Adkins Seale Capital Management LLC	Very High 63%	88	140	$2.8M
Amida Wealth Advisors, LLC	Low 23%	16	70	$770K
Approach Retirement Advisors, LLC	High 42%	59	140	$1.6M
Beaumont Asset Management, LLC	High 38%	80	210	$1.6M
Cardinal Capital Management, LLC	Low 19%	26	140	$680K
Cole Wealth Management, LLC	Low 18%	49	280	$610K
Frank Financial Advisors	High 43%	60	140	$1.3M
Glass Lakes Capital Management LLC	Very High 64%	89	140	$1.3M
Luminvest Wealth Management LLC	Very High 81%	113	140	$2.8M
Parkview Asset Management, Inc.	Very High 65%	91	140	$1.2M
Schmidt Financial Management	Very High 69%	97	140	$3.6M
SLO Money Managers	High 44%	62	140	$1M
Womack Financial LLC	High 43%	60	140	$1.1M
Cannon Capital Management, Inc.	Typical 27%	57	211	$1.2M
Secure Retirement Financial & Insurance Services Corp.	Very Low 11%	24	211	$480K
Third Eye Associates, Ltd	High 39%	82	211	$0
AlpenGlobal Capital, LLC	Very High 57%	80	141	$1.3M
Asset Planning Services Inc	High 48%	68	141	$2.5M
Coastal Capital Advisors	Very Low 11%	15	141	$370K
Locker Financial Services, LLC	High 46%	65	141	$1.5M
Pathwise	High 55%	77	141	$1.8M
The Financial Legacy Group	High 44%	62	141	$730K
Watch Guard Capital LLC	Low 13%	18	141	$500K
Heckman Financial & Insurance Services, Inc.	Low 23%	65	283	$390K
Marks Wealth Management	High 47%	132	283	$1.4M
Bull Bear Investment Management LLC	Low 22%	31	142	$470K
Cedar Spring Advisors, LLC	Low 19%	53	284	$590K
Douglass Investment Group	High 39%	55	142	$1.1M
Nathan G. Hanna, LLC	Very Low 3%	4	142	$220K
Octavia Investments LLC	Very High 85%	60	71	$4M
Olive Branch Capital, LLC	Typical 28%	40	142	$990K
Rydar Equities, Inc.	High 40%	57	142	$1.4M
Sanchez & Zures, LLC	High 44%	63	142	$1.7M
SilverOak Investments, LLC	Very Low 10%	14	142	$450K
Wealth 360, LLC	Typical 24%	34	142	$620K
Eaton-Cambridge Inc.	High 50%	143	285	$1.6M
Daniel Investment Group Inc.	Typical 28%	60	214	$980K
FIT Wealth Management	Low 20%	43	214	$690K
Amara Financial, LLC	High 41%	59	143	$1.7M
Edward Haro Financial, LLC	Very Low 7%	10	143	$120K
ILG Private Wealth, Inc.	Very Low 10%	15	143	$580K
Martin Capital Partners, LLC	Low 12%	35	286	$680K
McDonnell Capital Management	Typical 24%	35	143	$1M

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