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
Muirfield Wealth Advisors LLC	High 46%	66	143	$1.8M
Panoramic Financial	Low 22%	32	143	$650K
Sabin Investment Management, Inc.	Very Low 8%	12	143	$310K
Statetrust Capital, LLC.	Typical 36%	52	143	$490K
Strategic Asset Management, LLC	Very Low 8%	11	143	$200K
Stronghold Wealth Management L.L.C.	Typical 31%	44	143	$1.2M
Legend Financial Advisors Inc	High 54%	117	215	$1.8M
Position Wealth	Typical 34%	73	215	$1.1M
Austin Money Management Corporation	Very High 94%	68	72	$2.2M
Certified Financial Strategies Corporation	High 44%	64	144	$830K
Chicago Wealth Management, Inc.	High 40%	116	288	$1.2M
COPIA Wealth Management	Low 20%	57	288	$540K
Financial Economics Consulting Group, Inc.	Low 23%	33	144	$570K
Gagni Wealth Management LLC	Typical 27%	39	144	$390K
Garabedian Wealth Management Group	Low 13%	9	72	$440K
Hanseatic Management Services Inc	Typical 35%	76	216	$470K
Henry Bragg & Co.	Very High 82%	59	72	$6.4M
Intrinsic Wealth Counsel, Inc.	High 52%	112	216	$1.6M
Laguna Wealth Advisors, LLC	Low 16%	46	288	$540K
Legacy Chief Financial Office, LLC	Very High 60%	43	72	$1.5M
Legacy Financial Advisors	Typical 27%	59	216	$640K
Legacy Investment Partners, LLC	Typical 33%	72	216	$1.8M
Prairieview Wealth & Tax Advisors	Typical 26%	75	288	$720K
Responsible Asset Management	Very Low 6%	9	144	$170K
Salem Advisory Group LLC	Very Low 9%	27	288	$250K
Thomas Leo Advisory, LLC	Typical 37%	53	144	$1.1M
Villafranco Wealth Management	Typical 36%	26	72	$1.8M
Ares Financial Consulting LLC	Low 16%	46	289	$840K
Russell Capital Management, LLC	Typical 24%	69	289	$860K
Personal Money Planning, LLC	Low 13%	28	217	$580K
Bison Capital Advisors, LLC	Very High 100%	145	145	$1.7M
Brazos Wealth Advisors LLC	Typical 34%	49	145	$1.2M
Cothran Capital, LLC	Very Low 3%	4	145	$250K
InvestLinc Wealth Services	Typical 26%	38	145	$720K
Morris Wealth Management	Low 17%	25	145	$430K
Trippon Wealth Management Group LLC	Low 21%	60	290	$660K
Malaga Cove Capital, LLC	Typical 24%	52	218	$1.3M
Paradigm, Strategies in Wealth Management, LLC	High 43%	93	218	$1.4M
Rooted Planning Group	Typical 37%	80	218	$700K
Tier One Wealth Management	Typical 28%	60	218	$690K
Sarver Vrooman Wealth Advisors LLC	High 42%	122	291	$1.5M
Acme Jack Wealth Management	High 45%	33	73	$2.4M
CAM Investor Solutions	Very High 70%	102	146	$1M
Cenacle Capital Management, LLC	Low 23%	17	73	$270K
Dunham Lane Capital Partners LLC	High 49%	72	146	$780K
Fourth Dimension Financial Group	Very Low 10%	15	146	$0
Golden Bay Advisors LLC	Low 15%	22	146	$1M
High Point Wealth Management, LLC	Typical 29%	43	146	$1.3M
Pecaut Wealth Management	Typical 34%	75	219	$1.7M
Peerless Wealth	Typical 36%	79	219	$560K
Aldebaran Capital, LLC	Typical 29%	42	147	$1.1M
Aspen Ridge Wealth Management, LLC	Very Low 0%	—	147	$140K
Ball & Company	High 39%	58	147	$1.3M
Stone Island Financial Planning	Very High 81%	119	147	$910K
The Financial Team, Inc.	Very Low 0%	—	147	—
Capital Financial Planners	High 42%	92	221	$1.2M
First Investment Corporation	Low 13%	28	221	$300K
HOLDER Wealth Management	Typical 26%	77	295	$960K
Ascension Wealth Advisors	Very High 95%	70	74	$0
Briggs Financial Inc.	Very Low 9%	13	148	$350K
Courage Miller Partners, LLC	High 46%	101	222	$2M
Marathon Mission, Inc.	Typical 28%	63	222	$790K
Plan2Thrive Financial	Very Low 11%	25	222	$580K
Privus Financial, LLC	Very High 58%	43	74	$0
Storms & Rowdon Financial Services, Inc.	Very Low 11%	24	222	$610K
Surience Private Wealth LLC	High 41%	60	148	$830K
UP Capital Management, Inc.	Typical 29%	43	148	$890K
Copperleaf Capital, LLC	Typical 33%	98	297	$880K
APEX Wealth Advisors LLC	Very Low 7%	16	223	$390K
AO Wealth Advisory	Low 20%	60	298	$670K
Arrowhead Wealth Management Corp.	Very Low 0%	—	149	$210K
Financial Life Planners	Low 23%	69	298	$700K
Keystone Financial Services	High 46%	136	298	$1.3M
Legacy Advisory Limited Company	Low 14%	21	149	$680K
Arlington Wealth Management	Typical 26%	59	224	$940K
Redeem Wealth Management	Low 16%	35	224	$450K
Downing Street Wealth Management LLC	High 38%	57	150	$1.2M
Enduring Wealth Advisors	Low 15%	33	225	$540K
GA Pincus Funds, LLC	Typical 24%	36	150	$410K
Keating Investment Counselors Inc	Very High 57%	85	150	$1.7M
Pavion Blue Capital, LLC	Very High 88%	132	150	$2.7M
Perry D. Reed & Company, P.C.	Very Low 0%	—	75	—
The Marin Group Inc.	Low 17%	26	150	$800K
Trusttree Financial LLC	Typical 33%	50	150	$520K
White Wing Wealth Management, LLC	High 54%	81	150	$1.2M
4 Th River Financial Group, Inc.	Very Low 7%	21	301	$220K
Boyer Financial Services, Inc.	Typical 29%	66	226	$720K
Milestone Wealth	Typical 30%	67	226	$970K
The William Allan Corporation	Typical 29%	65	226	$890K
Beacon Light Wealth Management	Very Low 7%	10	151	$260K
TFS Advisors, LLC	High 43%	65	151	$1M
The Foundation Investment Group	Very High 72%	108	151	$1.9M
Wealth Management Advisors RIA, Inc.	Low 20%	30	151	$760K
Forness Financial LLC	Typical 34%	77	227	$890K
Grand Central Investment Group, LLC	Typical 32%	72	227	$820K
Seneschal Family Office	High 39%	89	227	$1.3M
Sikorski Wealth Management, LLC	Low 16%	37	227	$610K
Toro Bravo Investment Advisors, LLC	Very Low 2%	4	227	$140K
Financial Investment Team ("FIT")	Very Low 8%	24	303	$690K
Waystone Advisors LLC	Low 15%	45	303	$590K
Independence Wealth Advisors, LLC	Low 14%	52	379	$550K
Altius Financial, Inc.	High 44%	67	152	$1.3M
Blue Summit Wealth Management	High 43%	98	228	$930K
Capital Strategies Group, LLC	Very Low 6%	14	228	$430K
Cherrydale Wealth Management, LLC	Very High 100%	76	76	$6.5M
Davidson Wealth Management LLC	Typical 24%	54	228	$750K
Dunnavan & Co.	Typical 32%	73	228	$1.4M
Fairbanks Capital Management, Inc.	Very High 78%	177	228	$890K
Spinosa Wealth Management Group	High 38%	58	152	$1.3M
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Lake Hills Wealth Management, LLC	Low 13%	29	229	$900K
Boca Wealth Advisors	Very High 57%	87	153	$2.2M
Mendel Capital Management, LLC	High 47%	72	153	$1.4M
Modern Dollar Planning, LLC	Typical 32%	49	153	$1M
Quantitative Asset Management, LLC	Typical 29%	44	153	$1.1M
Lakeshore Capital Group, Inc.	Low 21%	49	230	$790K
Tealwood Asset Management	Very High 73%	169	230	$1.5M
The Personal Wealth Coach	Very Low 3%	8	230	$940K
Atlantic Wealth Partners, LLC	Very High 74%	227	307	$650K
Brown Capital Management, LLC	Low 20%	61	307	$630K
Archvest Wealth Advisors, Inc.	Very High 56%	173	308	$1.2M
BayRock Financial, L.L.C.	Very Low 1%	1	154	$400K
Bridgeview Capital Advisors, Inc.	Typical 24%	37	154	$540K
Capital Trust Advisors	High 48%	112	231	$1.7M
Compass Capital Management, LLC	Low 17%	39	231	$490K
Endurance Financial LLC	Low 17%	13	77	$450K
Gold Coast Wealth Management, LLC	High 42%	65	154	$2.3M
Horrell Capital Management, Inc.	Typical 29%	22	77	$3M
LymanWealth LLC	Very Low 0%	—	231	$70K
Mathies Financial Partners	Very Low 5%	15	308	$300K
Peak Financial Management, Inc.	Low 16%	25	154	$710K
Rogue Advisors, LLC	Very Low 8%	13	154	$520K
Spectrum Advisors, Inc.	Low 12%	38	308	$520K
Stone Summit Wealth LLC	Very High 65%	150	231	$1.9M
Box Financial Advisors, LLC	High 47%	108	232	$390K
Noble Wealth Management, Inc.	Low 15%	35	232	$960K
Broadview Wealth Partners	Typical 30%	94	310	$980K
D.L. Fields Advisory Group, LLC	Very Low 0%	1	310	$81K
Griffin Financial Advisors, LLC	Low 13%	20	155	$420K
MHS Advisory Services, LLC	Low 23%	70	310	$820K
Thunderbird Wealth Management, Inc.	Low 19%	29	155	$390K
Wilson Wealth Stewardship	Very Low 6%	9	155	$380K
Capital Financial Group, Inc.	Typical 27%	62	233	$950K
Davidson Kahn Capital Management, LLC	Very High 72%	167	233	$1.7M
GFN Capital Management	High 39%	121	311	$260K
Ideal Retirement Solutions	Typical 31%	97	311	$400K
Allred Harris Wealth Management.	Typical 28%	88	312	$1.2M
Inman Financial Services, Inc.	Typical 28%	65	234	$820K
Morgan-Aly Wealth Management, LLC	Low 13%	20	156	$670K
Peak Investment Solutions, LLC	Low 17%	13	78	$920K
Second 50 Financial	High 46%	71	156	$2.2M
Town Capital	Typical 35%	54	156	$1.1M
T.R.U.E. Coastal Capital, LLC	Typical 32%	50	156	$800K
Twenty Twenty Investment Advisors, LLC	Very Low 7%	23	312	$370K
Blue Marble Investments	Low 21%	50	238	$760K
Aquilant Advisors	Typical 26%	82	314	$880K
Edwards Financial & Insurance Services	Very Low 0%	—	157	$27K
Pivotal Wealth and Tax	Very Low 2%	5	314	$53K
Rall Capital Management, Inc.	Typical 25%	40	157	$780K
Optimum Financial Services, LLC	Low 18%	42	236	$1.2M
Cane Capital Partners, LLC	Typical 35%	109	315	$850K
S&S Wealth Management	Low 15%	48	315	$490K
Cohen Investment Advisors, LLC	Typical 35%	82	237	$1.1M
Concinnus Financial, Inc	Very Low 5%	8	158	$190K
Dynamic Trading Management, LLC.	High 51%	40	79	$900K
Harold Davidson & Associates, Inc	Typical 32%	77	237	$1.5M
Hurley Capital, LLC	High 38%	60	158	$1.8M
Main Line Retirement Advisors, LLC	High 38%	60	158	$1.6M
Massey, Joshua	High 39%	31	79	$1.2M
Professional Investment Counsel, Inc	Very Low 11%	9	79	$490K
Prudent Financial Planning	Low 18%	14	79	$220K
Rock Creek Wealth Management	Very Low 10%	23	237	$420K
Way Street Financial, LLC	Typical 24%	19	79	$430K
Macco Financial Group, Inc.	Typical 26%	81	317	$870K
Kubhera Enterprises LLC	Very High 91%	216	238	$850K
Portfolio Advisors, Inc.	Typical 34%	80	238	$1.1M
Portus Capital Management, LLC	High 50%	119	238	$450K
Access Financial Services, Inc.	High 45%	142	318	$1.4M
DW Investment Solutions, Inc.	Typical 29%	46	159	$700K
Patron Partners, LLC	High 54%	86	159	$1.9M
Apple & Associates	Low 17%	40	239	$550K
Inman Jager Wealth Management, LLC	Typical 26%	62	239	$860K
Theus Wealth Advisors	Very Low 0%	—	239	—
DRS Wealth Management	Typical 36%	57	160	$460K
Eagle Investors LLC	Very Low 0%	—	240	$0
Farnsley Wealth Management, LLC	Very High 78%	62	80	$640K
Guardian Capital, LLC	Low 13%	31	240	$530K
Investable	Very Low 0%	—	80	$6.1K
Koa Wealth Management, LLC	High 39%	62	160	$1.6M
McNaughton Wealth Management, LLC	High 51%	122	240	$1.2M
New England Schooner, Inc.	Very Low 11%	35	320	$520K
October Wealth Advisors, Inc	Low 14%	23	160	$810K
Stephen Smith Financial Inc.	Very Low 0%	—	160	$810K
Stone Bridge Asset Management, LLC	Low 21%	50	240	$350K
Terry Peschl & Associates, Inc.	Very Low 0%	—	80	—
Releve Financial Group	Typical 27%	87	321	$800K
Shum Financial Group, Inc.	High 38%	121	321	$960K
Gentry Private Wealth	Typical 37%	88	241	$970K
Leeward Financial Partners, LLC	Very High 78%	187	241	$1.7M
RIA Wealth Advisors, LLC	Low 13%	31	241	$520K
Code Waechter LLC	High 41%	133	322	$1.3M
Darrow Wealth Group	Very Low 0%	—	161	$110K
Millennium Portfolio Advisors	Very Low 0%	—	161	$280K
Morrissey Wealth Management LLC	Typical 30%	48	161	$1M
Saber and Shield Wealth Management, L.L.C	Low 14%	22	161	$460K
Shri Advisors	Low 17%	28	161	$630K
Eastover Capital Management	Very High 81%	197	242	$1.3M
F.I.G. Financial Advisory Services, Inc.	Low 23%	55	242	$670K
Financial Security Services Group, Inc.	Low 13%	41	323	$260K
Nova R Wealth, Inc.	Typical 35%	113	323	$1.3M
Crafted Finance, LLC	High 48%	78	162	$480K
CWM Advisory, LLC	Low 14%	34	243	$420K
Hicks & Associates Wealth Management, LLC	Low 23%	37	162	$740K
Liberty Asset Management, Inc.	Low 16%	39	243	$710K
McKinley Money, LLC	High 48%	78	162	$1M
Sierra Management Group	Typical 28%	45	162	$760K
BlackLines Financial	Low 22%	53	244	$220K
Dixon and Company Wealth Management, LLC	Very Low 10%	25	244	$250K
Prosperity Advisory Group LLC	Typical 36%	88	244	$890K
Stillwater Wealth Management Group LLC	High 39%	96	244	$780K
Access Financial Group, LLC	Very Low 4%	6	163	$240K
Barrett Wealth Connection LLC	Typical 36%	59	163	$870K
Centered Financial	Very Low 10%	16	163	$440K
Greater Than Financial	Very Low 10%	16	163	$390K
Hamilton Capital Partners, LLC	High 39%	64	163	$1.8M
High Pines Wealth Management LLC	High 45%	74	163	$1.1M
Professional Financial Management, Inc.	High 51%	83	163	$1.8M
Wealthspan Investment Management, LLC	Very Low 8%	26	326	$290K
WMGNA	Typical 30%	98	326	$1.1M
Networth Asset Management, Inc.	Low 18%	43	245	$420K
Next Generation Investing, LLC	High 47%	115	245	$510K
Provident Living Financial Services	Typical 25%	62	245	$600K
Buchanan Wealth Management	Very High 67%	110	164	$1.1M
Emergent Global Investments	Low 16%	13	82	$280K
GEN Financial Management Inc.	High 46%	113	246	$1.3M
Harvest Capital Assets, LLC	Very Low 4%	9	246	$290K
Launch Wealth	Low 13%	22	164	$310K
Lincolnbridge Financial Planning, LLC	Low 22%	55	246	$210K
PTM Wealth Management, LLC	Very High 69%	113	164	$1.9M
Red Triangle, LLC	Low 16%	26	164	$370K
Roan Capital Partners	Low 13%	44	328	$460K
Sagent Wealth Management	High 51%	42	82	$1.2M
True Wealth Group	High 48%	78	164	$910K
Wagner Wealth Management, Corp.	Low 15%	36	246	$540K
Magellan Planning Group	Typical 25%	61	247	$830K
PPS & V Asset Management Consultants Inc	Low 23%	58	247	$970K
RAI Wealth Management	Low 15%	37	247	$630K
Wallick Investments, LLC	Low 12%	30	247	$500K
Bay Capital	Low 16%	26	165	$330K
ELLIS Financial Planning	Low 13%	42	330	$550K
Kennedy Wealth Management, LLC	Very Low 0%	—	165	—
Vine Capital Management, LLC	Typical 36%	60	165	$1M
Carlsbad Wealth Advisory Group, Inc.	Typical 32%	80	248	$960K
Ensign Advisory Partners LLC	Very Low 5%	12	248	$330K
Exchange Place Advisors, LLC	Typical 37%	92	248	$1.5M
Golden Road Advisors LLC	Typical 31%	77	248	$940K
Apex Capital Management, L.L.C.	Typical 35%	116	332	$600K
Avant Financial Advisors	Very High 67%	111	166	$1.2M
Benchmark Capital Group Ltd.	Typical 32%	53	166	$1M
Clearview Financial	Low 19%	32	166	$620K
Hudson Portfolio Management LLC	High 53%	44	83	$2.1M
Kowalski Financial Inc.	Very Low 0%	—	166	$1.2M
Merino Wealth Management	Low 13%	11	83	$560K
Passive Management LLC	Very Low 8%	13	166	$130K
Patina Wealth	Low 21%	35	166	$710K
Revo Financial, LLC	Low 20%	34	166	$820K
Steadmont Advisors, LLC	High 39%	130	333	$1.3M
Gainspoletti Wealth Planners	Low 18%	45	250	$450K
Emerald Asset Management, Inc.	High 46%	77	167	$720K
JB Meridian Advisors, LLC	Very Low 11%	18	167	$220K
Krane Financial Solutions	High 39%	65	167	$1.5M
Ross Wealth Group, LLC	Very Low 6%	10	167	$110K
TWM Wealth Management Corp	Low 16%	26	167	$530K
Vermillion & White Wealth Management Group	Typical 24%	79	334	$620K
The Jenkins Group	Typical 36%	91	251	$1.1M
DC Capital Management, LLC	High 45%	38	84	$1.3M
Hackett Financial Group, LLC	Low 18%	46	252	$630K
Klein Pavlis & Peasley Financial, Inc.	Low 18%	59	336	$690K
Lifeway Financial Corporation	High 49%	82	168	$2.1M
McCarley & Cook Financial Planners	Typical 30%	50	168	$990K
Pursuit Wealth Management	Very Low 8%	13	168	$190K
Strategic Wealth Solutions, LLC	Very Low 1%	1	84	$180K
Theory Financial	High 42%	106	252	$1.3M
URS Advisory	Very High 73%	52	169	$950K
Measured Financial	Typical 32%	82	253	$270K
Agnello Financial Group, Inc.	Typical 33%	56	169	$2.1M
Angell Capital Management, LLC	Typical 28%	47	169	$630K
Sentara Capital	Low 23%	39	169	$710K
Core Partners	Very Low 4%	10	254	$180K
Cambridge Capital Management, LLC	Typical 33%	112	339	$1.3M
Bowers Wealth Management, Inc.	High 48%	81	170	$1.7M
COPE Private Wealth	Very Low 2%	4	170	$520K
Her Personal Finance	Very Low 0%	—	85	—
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Mainstream Capital Management	Typical 35%	60	170	$1.3M
MB, Levis & Associates, LLC	High 46%	78	170	$2.4M
Miller Financial Group, LLC	Low 12%	21	170	$490K
Opulus	Low 19%	33	170	$520K
Stewardship Financial	Very Low 8%	21	255	$330K
Asset Advisory Group, Inc.	High 50%	86	171	$2.8M
Elevation Wealth Partners, LLC	Very Low 0%	—	171	$310K
Ithax Financial LLC	Very Low 3%	5	171	$160K
NWM Advisors, LLC	Very High 73%	124	171	$1.7M
Catawba River Capital	High 46%	118	257	$1.1M
Eastown Financial Advisors, LLC	Low 12%	32	257	$420K
Para Wealth Advisors, Inc.	Typical 30%	78	257	$860K
Insight Capital Management	High 42%	143	343	$960K
Reed Financial Services, Inc.	High 38%	129	343	$1.1M
Affinity Capital, L.P.	Typical 28%	24	86	$1.1M
Alessandra Capital Management, LLC	High 51%	87	172	$850K
Blossom Wealth Management, LLC	Low 20%	52	258	$1.4M
Endeavor Advisors LLC	Very Low 1%	5	344	$120K
Opulen Financial Group, LLC	Typical 31%	54	172	$1M
Pavlic Investment Advisors, Inc.	Typical 33%	28	86	$1.2M
Perspective Advisors, LLC	Very Low 3%	6	172	$190K
Safe Harbor Wealth Management, LLC	Very Low 1%	2	172	$170K
MOKAN Wealth Management	High 54%	93	173	$1.4M
Mustard Seed Financial	Low 14%	49	346	$240K
Scottsdale Wealth Advisory LLC	Very Low 6%	11	173	$370K
Sensible Portfolios, LLC	Very High 59%	102	173	$1.1M
Sierra Financial Advisory	Typical 26%	45	173	$790K
56 Capital Partners, Ltd	Low 14%	36	260	$320K
Erickson Financial Group, LLC	Typical 34%	89	260	$750K
TradeWinds Wealth Management	Very Low 11%	28	260	$490K
Babb Wealth Advisors LLC	Low 23%	81	347	$600K
Almega Wealth Management	Low 14%	36	261	$450K
Davis Investment Partners, LLC	High 48%	84	174	$2.2M
Impact Fiduciary LLC	High 43%	74	174	$730K
New Horizon Financial Strategies, LLC	Typical 28%	72	261	$830K
Quantumvest, Inc.	Low 17%	29	174	$230K
Sheller Wealth Management, Inc.	Typical 25%	44	174	$380K
Stash Wealth, LLC	Very Low 0%	—	174	$300K
Stone Creek Group, LLC	Very High 59%	51	87	$2M
Strategic Wealth Management, LLC	Typical 37%	64	174	$900K
The Monitor Group, Inc.	Typical 35%	61	174	$960K
Wallace Advisory Group, LLC	High 40%	35	87	$3.1M
Glass Wealth Management Co., LLC	High 43%	149	349	$780K
Copperwood Financial	Low 18%	46	262	$450K
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
TSA Wealth Management	High 48%	126	262	$1.3M
AG Financial	Very Low 7%	12	175	$480K
Dove Investment Research and Management, Inc.	High 54%	94	175	$580K
Fairlane Investment Advisors Inc	Low 19%	33	175	$460K
Forteris Wealth Management, Inc.	High 53%	92	175	$1.2M
MY Wealth Planners	Low 21%	36	175	$540K
Perk Planning	Very Low 0%	—	175	—
Rice Financial Consulting, Inc.	Low 19%	66	351	$770K
Englebert Financial Advisers, LLC	Very Low 11%	29	264	$440K
Freshfield Capital, LLC	Low 23%	20	88	$1M
Independent Wealth Management, LLC	Typical 35%	61	176	$1.2M
Mutual Trust Advisory Group	Typical 28%	50	176	$940K
Prosperifi LLC	High 44%	39	88	$840K
Hiley Hunt Wealth Management, Inc.	High 41%	108	265	$1.1M
Legacy Planning Advisors, LLC	Typical 28%	75	265	$880K
Lincoln Capital Corporation	High 44%	116	265	$1.5M
Stephenson and Company, Inc.	High 50%	132	265	$1.7M
Sterling Investment Advisors, LLC	Low 19%	50	265	$740K
Argus Equity Partners, LLC	Very Low 10%	17	177	$330K
Imperium Wealth Management, LLC	High 41%	72	177	$1.4M
Meridian Financial Advisors, LLC	High 50%	88	177	$1.6M
MF Advisers, Inc.	Very Low 2%	4	177	$200K
MPM Advisors Group LLC	Low 13%	23	177	$650K
Nerad + Deppe Wealth Management	High 42%	74	177	$1M
Tortuga Wealth Management	Very High 100%	354	354	$630K
Arcadia Investment Advisors, LLC	High 44%	118	266	$1.2M
Invested Advisors	Low 23%	62	266	$830K
Vista Cima Wealth Management LLC	Low 12%	31	266	$540K
Breen Wealth Management, LLC	Very High 57%	101	178	$1.8M
Hillman Capital Management Inc	Typical 34%	61	178	$520K
Milborn Advisors, ltd	Very Low 10%	17	178	$600K
Moffatt Financial Strategies	Low 21%	38	178	$650K
Private Wealth Management of North Carolina LLC	Low 13%	35	267	$550K
Roth Financial Partners LLC	Very High 58%	156	267	$1.7M
Sequoia Wealth Management Group	Very High 65%	58	89	$2.7M
Wilkins Miller Wealth Management, LLC	High 44%	79	178	$1.2M
Snider Advisors	High 55%	196	357	$620K
Cooper Eagle, LLC	Very Low 7%	13	179	$250K
Giverny Capital Advisors	High 54%	96	179	$1.8M
Madison Park Capital Advisors, LLC	Typical 30%	108	358	$770K
Northstar Financial Planners, Inc.	Typical 26%	94	358	$850K
Townsend Wealth Management	Typical 34%	60	179	$1.1M
Omc Financial Services Ltd	High 38%	102	269	$1.2M
Moseley Investment Management, Inc.	Typical 31%	113	359	$1.2M
ATLAS Lifestyle Planning Group LLC	Very Low 11%	20	180	$400K
Bone Fide Wealth	Low 13%	23	180	$700K
Gasber Financial Advisors, Inc	Typical 34%	62	180	$940K
MWA Asset Management	High 52%	93	180	$1.7M
October Effect Ltd.	Very Low 5%	17	360	$380K
Quantum Private Wealth, LLC	Very High 63%	57	90	$4.6M
Rmdr Advisors, Inc.	High 38%	69	180	$1.1M
Treiberg Wealth Management	Very High 56%	151	270	$1.2M
Sunrise Financial Services LLC	Very Low 11%	31	271	$560K
Charter Capital Management, Inc	High 38%	139	362	$1.3M
Lifelong Wealth Management Group, LLC	Low 17%	30	181	$650K
Capital Wealth, LLC	Very Low 4%	11	272	$350K
McCarthy Wealth & Tax Advisors	Low 19%	51	272	$740K
Auour Investments LLC	Low 18%	67	363	$990K
Accordant Advisory Group, Inc.	High 41%	74	182	$1.4M
Clarus Group LLC	Very Low 6%	11	182	$800K
Diversified Planning Strategies Advisors LLC	Very Low 11%	39	364	$420K
Everest Wealth Management	Low 20%	18	91	$2.6M
Fenway Financial Advisors, LLC	Very High 76%	69	91	$2.7M
Hartmann Taylor Wealth Management, LLC	Very High 59%	54	91	$2.8M
Pacific Peak Advisors, LLC	Typical 30%	54	182	$1.2M
Prato Capital Management	Low 12%	32	273	$570K
Prattes Wealth Partners	High 46%	42	91	$1.7M
Sonmore Financial LLC	Typical 27%	25	91	$950K
JPS Financial, LLC	High 42%	116	274	$1.4M
Arcadia Wealth Management	High 41%	113	275	$1.4M
Urban Wealth Management or UWM	Low 19%	52	275	$710K
Coordinated Financial Planning Corp	Typical 31%	113	367	$930K
True Vision Financial Advisors	Low 23%	84	367	$740K
Cassilly Financial	High 52%	96	184	$730K
Golden Bell Financial Planning, LLC	Very High 71%	65	92	$2.3M
Henderson Financial Group LLC	Very Low 9%	26	276	$380K
Ironwood Wealth Management, Inc.	Typical 29%	79	276	$830K
Kuhn Wealth Management Inc.	Low 16%	43	276	$550K
Magnolia Financial Planning Services, Inc.	Typical 32%	88	276	$760K
The Private Investment Group, Inc.	Low 23%	42	184	$970K
Total Financial Management, LLC	Low 12%	22	184	$490K
Joel Adams and Associates Inc.	Low 16%	44	277	$990K
Savant Investment Advisers, Inc.	Typical 24%	67	277	$550K
SKG Capital Advisors, LLC	Low 13%	37	277	$470K
An Exceptional Life Financial, LLC	Low 14%	53	370	$690K
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Cypress Capital Management, LLC	Low 21%	39	185	$590K
Hale & Doerr Wealth Management LLC	Very Low 7%	13	185	$260K
Legacy Wealth Advisors, Inc.	Very Low 7%	13	185	$270K
Peninsula Asset Management Inc	High 42%	77	185	$1.5M
Korving & Company LLC	Very Low 11%	31	278	$490K
Coastline Complete Wealth LLC	Typical 35%	65	186	$1.1M
Floyd Capital Management	Very High 79%	221	279	$610K
Graver Capital Management, LLC	Low 18%	34	186	$830K
Integrity Wealth Solutions LLC	High 38%	71	186	$2M
Legacy Capital	High 51%	143	279	$970K
Lexus Wealth Management	Very Low 3%	8	279	$150K
Manzil Investment Advisors, LLC	Very Low 0%	—	93	$1.6K
Prestige Wealthwide, LLC	Typical 32%	59	186	$1.1M
Shorebreak Capital, LLC	Very Low 2%	3	186	$110K
Valpey Financial Services LLC	Typical 37%	69	186	$1.2M
Global Financial Advisory Services, Inc.	Low 23%	64	280	$820K
Harger and Company, Inc.	Very Low 0%	—	280	$490K
Prairie Rivers Investments, LLC	Low 13%	37	280	$690K
Blue Point Financial, Inc.	Typical 36%	68	187	$780K
MKT Advisors LLC	Typical 37%	137	374	$1.2M
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
Horizons Wealth Management	Typical 25%	69	281	$880K
WealthPoint Advisors	Very Low 8%	30	375	$380K
Brightside Wealth Planning, LLC	Low 19%	35	188	$450K

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