HNW client percentage for Team firms serving clients in Texas

Team firms active in Texas 2,814 firms

Very Low 3%-14%

Low 14%-28%

Typical 28%-41%

High 41%-57%

Very High 57%-81%

5th 20th 40th 60th 80th 95th

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Advice Only	—	—	—	—
Ascentis Asset Management, LLC	—	—	—	—
Cohen Capital	—	980	1,457	—
E. E. Powell & Company Inc.	—	—	—	—
Ocean Path Advisors, LLC	—	—	—	—
Pathway Financial Solutions, Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—
TBG-Bedford Group LLC	—	—	—	—
Thirteen Twenty-Two Advisors	—	27	382	—
Williams Asset Management	—	433	433	—
Branson Fowkes Russell Inc.	Very High 100%	1	1	$1.6M
JCP Investment Management, LLC	Very High 100%	9	9	$15M
Maven Capital Partners, LLC	High 56%	5	9	$15M
Sun Global LLC	High 45%	5	11	$420K
Inflection Capital Management, LLC	Very High 100%	17	17	$21M
Ascend Interplay, LLC	Very High 100%	19	19	$21M
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
Total Alignment Wealth Advisors, LLC	Very High 100%	28	28	—
Lavaca Capital, LLC	Very High 100%	20	20	$19M
Precise Investment Management, Inc.	Very High 68%	27	40	$4.7M
First Western Securities, Inc.	High 50%	14	28	$1.5M
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Partners Capital, LLC	Typical 36%	15	42	$710K
Better Pockets Financial	Very Low 0%	—	36	$200K
Christensen Group Financial, LLC	Typical 38%	15	40	$620K
Service Academy Capital Management LLC	Very High 71%	40	56	$12M
Market Gauge Asset Management	Typical 29%	12	41	$440K
Crescent Wealth Advisory, LLC	High 52%	24	46	$2M
Saltbox Financial LLC	Very High 57%	26	46	$2M
Hurley Investments, LLC	Low 25%	14	56	$540K
Lexington Hill Partners, LLC	Very High 95%	53	56	$4.7M
Atlas	Low 15%	7	47	$3.2M
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Kingsbridge Wealth Management, Inc.	Very High 90%	45	50	$8.8M
Doyenne Wealth Advisors	Very High 98%	129	132	$15M
Elyxium Wealth LLC	Very High 100%	51	51	$16M
Planrock Wealth Strategies, LLC	Typical 31%	16	51	$1.1M
Xenith Financial Advisory Services, LLC	Very Low 6%	3	52	$130K
Q3 Advisors, LLC	Very Low 0%	—	224	—
7Two	Very High 78%	42	54	$3.2M
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High 100%	119	119	$15M
Sierra Capital LLC	Very High 100%	76	76	$20M
Investment Research Corp	Very Low 2%	4	163	$310K
Parcion Private Wealth LLC	Very High 64%	106	165	$18M
Solstein Capital, LLC	Very High 64%	14	22	$17M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
401k Generation	Very Low 7%	5	68	$1.8M
Prospero Wealth, LLC	High 53%	42	80	$1.1M
PUREfi Wealth, LLC	Very High 71%	65	92	$3.2M
Salem Partners Wealth Management, LLC	Very High 100%	46	46	$33M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Martin Capital Advisors, LLP	Very High 68%	56	82	$2.2M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Acima Private Wealth LLC	Very High 61%	36	59	$7M
Bespoke Investment Group, LLC	Very High 76%	45	59	$1.7M
Bulltick Wealth Management, LLC	Very High 71%	198	280	$5.6M
Generational Wealth Advisors	Very High 62%	98	159	$2.8M
Barrett Capital Management,LLC	High 55%	35	64	$740K
57 West Capital Advisors, Inc.	Low 14%	11	78	$390K
EPI Financial Group	Very Low 0%	—	65	$130K
Avestar Capital, LLC	Very High 84%	142	170	$12M
ACP Capital Management, LLC	Very High 100%	118	118	$1.9M
Najarian Family Office, LLC	Typical 38%	25	66	$1.1M
Anchyra Partners LLC	Very High 100%	40	40	$17M
Financial Transparency	Low 23%	53	227	$1.3M
Crescent Advisor Group, Inc.	Low 16%	36	228	$940K
Harbour Capital Advisors, LLC	Very High 100%	55	55	$13M
Fielder Capital Group LLC	Very High 88%	99	112	$9.1M
Pacific Point Advisors, LLC	Very High 90%	76	84	$3.6M
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
AtCap Partners, LLC	High 56%	192	342	$490K
Four Quadrant Wealth Advisors, Inc.	Very High 62%	62	100	$2.2M
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
FCA Corp	High 48%	84	175	$2.6M
American Elite Advisory	Very Low 0%	—	73	$270K
Pacific Capital	Very High 85%	62	73	$9M
Autumn Lane Advisors, LLC	Very High 100%	59	59	$13M
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
ActiTrust Wealth Management LLC	Low 25%	22	89	$680K
CSP Financial Group LLC	Very Low 10%	30	312	$380K
MDX Wealth Management	Very Low 0%	—	105	$630K
North Capital	Low 27%	51	170	$1.4M
Partners Capital Services, Inc.	High 56%	118	210	$310K
View Capital RIA, LP	Very High 93%	126	135	$13M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Augustine Asset Management Inc	Very High 100%	61	61	$11M
Banyan Tree Asset Management, LLC	Very High 100%	46	46	$20M
Delos Capital Advisors	Very High 64%	59	92	$1.9M
Ministry Partners Securities, LLC	Typical 34%	43	123	$100K
Barton Investment Management, LLC	Very High 78%	73	93	$11M
Fidelis Capital	Very High 80%	175	218	$8.7M
MMA Asset Management LLC	High 52%	148	282	$1.2M
Leonard Investment Advisors Inc.	Typical 34%	37	110	$840K
GreenLeaf Financial Network, LLC	Low 21%	39	189	$620K
Searle & Co.	Very High 94%	119	126	$5M
Persium Advisors, LLC	High 49%	77	158	$2.5M
Corus Family Wealth Advisors, Inc.	High 55%	70	127	$4.4M
PCM Encore, LLC	High 52%	66	127	$13M
Concordia Wealth Planning, LLC	Low 19%	15	80	$550K
Values Added Financial	Very High 66%	74	112	$2.8M
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
Manchester Capital Management LLC	Very High 73%	153	211	$11M
AWM Capital, LLC	High 52%	236	455	$3M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Lee Financial Company, LLC	High 51%	220	428	$3.8M
Capital Synergy Partners	Typical 34%	114	331	$310K
Greenstone Belt Wealth Advisors, LLC	Very High 88%	73	83	$3.1M
Laidlaw Wealth Management LLC	Low 27%	27	100	$960K
Seabridge Investment Advisors LLC	Very High 66%	123	185	$2.7M
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Allegiant Wealth Advisors, LLC	Very High 100%	34	34	$28M
GAP Financial Services or GAP Financial	Very High 72%	61	85	$1.2M
Blacktower Financial Management (US) LLC	Very Low 7%	32	479	$530K
QM Advisors LLC	High 41%	63	154	$700K
Goodman Financial Corporation	Very High 76%	207	274	$3.1M
Brownlee Wealth Management	Very High 80%	69	86	$3.7M
Palisades Hudson Asset Management, L.P.	Very High 70%	96	138	$8.8M
Empirikal Partners LLC	Very High 75%	132	175	$500K
McNally Financial Services Corporation	Very Low 9%	12	140	$190K
Moment Private Wealth	Very High 62%	65	105	$3.4M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Eight 31 Financial, LLC	Very High 100%	71	71	$7M
Princeton Global Asset Management LLC	High 47%	166	356	$2.5M
Wealth More Enterprise, Inc.	Very Low 0%	—	89	$1.1K
Gambit Capital Management, LLC	High 46%	49	107	$1.5M
Naples Global Advisors	Very High 88%	252	286	$6.8M
Braypark Wealth Management	Very Low 6%	5	90	$440K
Providence Capital	Very Low 6%	5	90	$340K
Maslow Wealth Advisors	Very High 82%	311	381	$6.9M
Gibraltar Wealth Management, LLC	High 56%	51	91	$2.3M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
CoastEdge Partners, LLC	Very High 100%	131	131	$12M
Litvak Wealth, LLC	Very High 77%	58	75	$7.1M
Altitude Capital Management LLC	Low 26%	128	488	$210K
Highline Wealth Partners	Typical 28%	91	320	$2.3M
Tillman Hartley LLC	Very High 81%	46	57	$11M
PracticeCFO Investments	Very High 60%	126	211	$800K
Capital Ideas	High 52%	50	96	$2.7M
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Ascendor Wealth, LLC	Low 25%	34	135	$1M
Keener Financial Planning	Very High 75%	144	193	$2.4M
Fire Capital Management, LLC	Very High 57%	33	58	$8.8M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
Spectrum Investment Advisors, Inc.	High 51%	209	407	$1.2M
Life Line Wealth Management LLC	High 52%	50	97	$5.7M
Mellig Group, LLC	Typical 31%	30	97	$1M
Anderson Hoagland & Co	Very High 82%	112	136	$7M
Marietta Investment Partners, LLC	Typical 40%	55	137	$4.5M
MMBG Investment Advisors Co.	Very High 99%	136	137	$22M
Morling Financial Advisors, LLC	Very High 77%	256	333	$2.8M
Abbey Street	Very High 64%	89	138	$2.7M
Trail Ridge Investment Advisors, LLC	Typical 32%	51	158	$1.5M
TDC Capital Advisors, Inc.	Typical 38%	38	99	$1.6M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
LRI Investments	High 45%	213	477	$4M
Bitterroot Capital Advisors LLC	Very High 100%	20	20	$89M
Evidence Wealth, LLC	Very Low 10%	14	140	$410K
Financial Management, Inc.	Low 19%	26	140	$690K
KFG, LLC	High 54%	54	100	$1.8M
Miura Investment Advisors, Inc	Very High 58%	105	181	$2.1M
Blue Line Capital	Low 20%	24	121	$860K
Brainvest Wealth Management LLC	Very High 100%	101	101	$2.9M
Birch Hill Investment Advisors LLC	Very High 93%	169	182	$15M
Family WMS, LLC	Very High 64%	39	61	$9.4M
Consilium Wealth Advisory, LLC	Very High 57%	58	102	$3.5M
Abacus Planning Group, Inc.	Very High 83%	255	307	$6.5M
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
FI3 Financial Advisors, LLC	Very High 74%	183	246	$4.5M
Boston Research and Management, Inc.	Very High 71%	88	124	$5.4M
Noble Family Wealth	High 54%	67	124	$4.3M
Targeted Wealth Solutions	Low 23%	24	104	$680K
AAN Wealth Advisors LLC	Low 25%	57	229	$570K
Legacy Investment Strategies, LLC	Low 25%	42	167	$660K
Aletheian Wealth Advisors LLC	Very High 66%	69	105	$3.9M
Navis Wealth Advisors LLC	Very High 74%	93	126	$7.2M
Twenty-First Tailored Solutions, Inc.	Very High 100%	21	21	$12M
Your Choice Financial LLC	Very Low 12%	15	126	$310K
Forefront	Low 18%	104	572	$420K
Avisen Advisors, LLC	High 48%	91	191	$2M
freeGulliver, LLC	High 51%	87	170	$3.1M
Finec Asset Management	High 45%	57	128	$740K
Capital Creek Partners	Very High 91%	97	107	$6.8M
Lynx Investment Advisory, LLC	High 45%	97	214	$4.2M
Milestone Financial Planning, LLC	Very High 70%	180	257	$2.3M
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
Moss, Luse & Womble, LLC	Low 23%	110	475	$950K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Naviter Wealth, LLC	Very High 77%	233	303	$5M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
55 North Private Wealth	Very High 67%	102	152	$3.6M
Old Peak Finance	Very High 61%	107	174	$4.1M
Argonautica Private Wealth Management, Inc	High 53%	58	109	$4M
Endeavor Advisors, LLC	High 49%	85	175	$3.2M
Fruitful	Very Low 0%	1	351	$72K
Black Coral Financial Advisors, LLC	Very High 100%	88	88	$5.7M
Enclave Advisors, LLC	Very High 86%	57	66	$15M
KDK Private Wealth Management	Very High 72%	63	88	$6.6M
11 Financial	Very Low 10%	13	133	$250K
Brand Asset Management Group, Inc.	Low 25%	89	355	$3.2M
Willis Johnson Wealth	Low 16%	92	578	$3.2M
Clear Capital Management LP	Low 15%	17	112	$550K
Painted Porch Advisors LLC	Typical 37%	107	292	$1.9M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Keystone Global Partners LLC	Very High 89%	40	45	$12M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Angeles Wealth Management, LLC	Very High 100%	203	203	$12M
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Solyco Wealth LLC	Low 21%	33	158	$740K
Summit Portfolio Management LLC	High 50%	56	113	$1.9M
Pasadena Private Wealth, LLC	Very High 59%	255	432	$2.7M
MDRN Capital	Very High 75%	425	569	$600K
Bland Garvey Wealth Advisors, LLC	Very High 59%	67	114	$2M
Global Strategic NextGen OCIO	Very High 81%	92	114	$10M
Gordian Wealth Advisors, LLC	Very High 100%	114	114	$4.3M
Fairway Wealth Management LLC	Very High 83%	268	321	$9.3M
Fiduciary Family Office, LLC	Very High 100%	46	46	$16M
J.P. Marvel Wealth Management, Inc.	Very High 68%	47	69	$12M
Sage Financial Advisors Inc.	Very High 69%	79	115	$2.3M
Searcy Financial Services, Inc.	High 56%	104	185	$2.3M
Lumiere Financial	Low 16%	18	116	$710K
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Horizon Wealth	High 47%	76	163	$900K
Acumen Wealth Advisors, LLC	High 51%	144	280	$1.9M
Paradiem, LLC	Low 21%	30	140	$3.4M
Serenus Wealth Advisors, LLC	Very High 87%	123	141	$10M
Wealthharbor Capital Group, LLC	Typical 31%	59	188	$730K
Amuni Financial, Inc.	Low 21%	60	283	$680K
TLW Wealth Management, LLC	Typical 29%	34	118	$1.5M
Sound Stewardship, LLC	Very High 68%	129	190	$1.5M
BSW Wealth Partners	Very High 69%	330	476	$4.6M
Lifetime Wealth Management P.C.	High 55%	65	119	$1.8M
Monument wealth Management	High 49%	105	215	$2.5M
Black Diamond Financial, LLC	Very High 65%	218	335	$3.4M
Argentarii, LLC	Very High 75%	90	120	$3.4M
ELCO Management Company, LLC	Very High 58%	84	144	$1.5M
Avalan, LLC	High 46%	121	265	$1.6M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Goldbloom Wealth Management LLC	Low 26%	38	145	$690K
camarda wealth advisory group	Typical 33%	88	266	$930K
Solidarity Wealth, LLC	Very High 80%	175	218	$3.2M
Laffer Tengler Investments, Inc.	Typical 40%	98	243	$2.4M
Class VI Family Office, LLC	Very High 76%	148	195	$7.6M
Salvus Wealth Management, LLC	Very High 64%	125	195	$1.6M
Colman Knight Advisory Group, LLC	High 42%	51	122	$1.5M
Signature Resources Capital Management, LLC	Low 25%	90	366	$780K
Tushaus Wealth Management	Low 27%	33	122	$610K
Interchange Capital Partners	High 44%	86	196	$3.3M
Aegis Wealth	Very High 83%	102	123	$6M
Hamel Associates, Inc.	High 55%	68	123	$4.3M
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
Richard Brothers, Financial Advisors	Typical 31%	54	173	$1M
Astoria Strategic Wealth, Inc.	Very High 70%	122	175	$2.7M
AWM Financial Services Inc.	Low 21%	42	200	$1.6M
Bright Wealth Management, LLC	Typical 33%	58	175	$1.4M
Jrm Investment Counsel.	Very High 72%	54	75	$3.9M
SimplyRIA Advisor Network	Very Low 8%	46	602	$350K
GenCap Portfolio Management	Very High 68%	120	176	$2.3M
Integrated Investment Consultants, LLC	Very High 57%	144	252	$3M
Saling Wealth Advisors	High 52%	119	227	$2.6M
Strata Wealth Advisors, LLC	Very High 67%	151	227	$3.9M
Boyum Wealth Architects LLC	High 43%	141	330	$1.3M
CapSouth Wealth Management	Typical 37%	121	330	$1.3M
Joss Brown Wealth Advisors	High 54%	69	127	$1.2M
Private Wealth Asset Management	Very High 73%	406	559	$4.5M
Sharp Financial	Typical 38%	68	178	$2.6M
Ascent Advisors	Very Low 13%	29	230	$430K
Francis Financial	Very High 78%	199	256	$3.1M
Platform Wealth Advisors	Typical 30%	78	256	$1.9M
Napier Financial	High 52%	107	205	$2.5M
Eagle Rock Investment Company, LLC	Very High 82%	63	77	$7.2M
Strategic Asset Management LLC	Typical 32%	75	231	$930K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Next Capital Management LLC	Very High 70%	181	257	$6.6M
Regent Peak Wealth Advisors, LLC	Very High 68%	141	206	$3.5M
Sunpointe Investments	High 55%	169	309	$2.5M
Bear Mountain Capital Inc.	Typical 39%	91	232	$1.6M
Verum Partners LLC	Very High 76%	274	361	$2.4M
Kera Capital Partners	Very High 91%	282	310	$3.8M
Access Wealth	Typical 33%	121	363	$1.4M
Chase Investment Counsel Corporation	Very High 58%	76	130	$2.8M
Cloud Capital Management	High 50%	65	130	$2.3M
Franklin, Parlapiano, Turner & Welch LLC	Very High 100%	104	104	$7.8M
Global Investment Advisory	Very Low 12%	21	182	$390K
Hill Island Financial LLC	Very High 80%	167	208	$2.7M
Abel Hall, LLC	Typical 38%	69	183	$3.2M
Hendershott Wealth Management, LLC	High 46%	72	157	$1.9M
Optas, LLC	Very High 63%	83	131	$6.6M
WMS Advisors, LLC	High 42%	55	131	$2.1M
Altman Advisors	Very High 57%	105	184	$2.6M
Blue Square Asset Management, LLC	Very High 70%	128	184	$2M
Cabin Advisors, LLC	Typical 30%	112	368	$490K
Feltl Advisors	Very Low 0%	—	395	$390K
Keeler Thomas Management LLC	High 42%	56	132	$2.3M
Chief Advisors Corp	Very Low 4%	7	185	$380K
Panoramic Capital Partners LLC	Very High 64%	101	159	$2.4M
LotusGroup Advisors	Typical 38%	71	186	$1.5M
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
Arnold and Mote Wealth Management	Typical 40%	53	133	$1.3M
Kingstone Capital Partners Texas, LLC	Low 20%	37	187	$970K
Riverwater Partners LLC	High 54%	87	161	$3M
1 St Discount Brokerage, Inc.	Typical 38%	83	216	$590K
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
Hardy Reed, LLC	Very High 58%	203	351	$4.6M
MBL Advisors	Very High 90%	242	270	$5.3M
Mclean Asset Management Corp.	High 53%	258	486	$1.9M
Mha Financial Corp	Very High 57%	77	135	$720K
The Lam Group, Inc.	Very High 100%	54	54	$9M
Wealth Architects, LLC	Very High 82%	356	433	$5.5M
Compass Capital Management Inc	Very High 73%	278	379	$5M
Chequers Financial Management LLC	Very High 100%	244	244	$5.3M
Freestate Advisors LLC	Typical 34%	83	244	$740K
Westshore Wealth	Very High 91%	172	190	$3.4M
IronBridge Private Wealth, LLC	High 45%	74	163	$2.3M
Portland Global Advisors LLC	High 56%	168	300	$3.8M
Cordant Wealth Partners	Very High 77%	126	164	$2.3M
Howard Financial Services, Ltd.	Very High 63%	259	410	$2.8M
Solitude Financial Services, Inc.	Very High 81%	133	164	$2.2M
Dutch Asset Corporation	Low 27%	60	219	$780K
Fortitude Family Office	Very High 88%	312	356	$2.4M
Aspirean Wealth, LLC	High 45%	75	165	$1.4M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Sivia Capital Partners, LLC	Very High 98%	54	55	$23M
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
Oxler Private Wealth	High 41%	46	111	$4.8M
Peak Asset Management, LLC	Very High 65%	215	333	$2.9M
EverPar Advisors LLC	High 56%	140	250	$2.2M
Waterway Wealth Management, L.L.C.	Very High 89%	124	139	$4.9M
Narwhal Capital Management	Typical 33%	111	334	$2.9M
Opes Wealth Management, LLC	High 51%	215	419	$2M
Attleboro Wealth Management LLC	High 52%	73	140	$920K
Global Financial Private Client	Very High 68%	95	140	$5.7M
Signature Financial Services, Ltd	Low 23%	76	336	$710K
White Knight Strategic Wealth Advisors, LLC	Low 24%	48	196	$1.1M
Gibraltar Capital Management, Inc.	High 48%	240	505	$2.2M
Blue Barn Wealth	Low 20%	46	226	$1.3M
Brown, Lisle/Cummings, Inc.	High 47%	107	226	$2.1M
Arcadia Investment Management Corp	Very High 72%	61	85	$7.6M
Avise Financial	Typical 28%	47	170	$1M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Ridgegate Advisors, LLC	Low 14%	27	199	$590K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Financial Advisory Corporation	High 52%	133	258	$2.3M
Northstar Financial Planning, LLC	High 53%	92	172	$1.6M
Operose Advisors LLC	Very High 70%	302	430	$3.6M
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Indivisible Partners	Very High 58%	268	460	$3M
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Baron Wealth Management, LLC	Very High 72%	104	144	$5.8M
Coats Financial Planning	Very High 83%	120	144	$0
Register Financial Advisors, LLC	Typical 31%	136	433	$1.1M
Portfolio Resources Advisor Group, Inc.	Very Low 3%	11	318	$320K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
Finamex Asset Management, LLC	Low 20%	34	174	$620K
Guardian Wealth Management Inc.	Typical 40%	58	145	$1.2M
Pointe Capital Management LLC	High 51%	89	174	$2.1M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Roble, Belko and Company, Inc.	Very High 64%	150	233	$5.8M
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
Perennial	Very High 95%	111	117	$6.3M
Sterling Wealth Management, Inc.	High 56%	131	234	$1.9M
Adaptive Financial Consulting, LLC	High 47%	83	176	$1.6M
Evermay Wealth Management, LLC	High 42%	234	558	$2.4M
AMJ Financial Wealth Management LLC	Low 21%	99	470	$1M
Ballast Rock Private Wealth	Typical 40%	95	235	$1.6M
SWBC Investment Company	Low 17%	79	470	$420K
Alpha Capital Family Office, LLC	High 56%	83	147	$1.9M
Elgethun Capital Management	Very High 60%	177	294	$3.5M
FCG Investment Company	Low 17%	50	294	$980K
Laurel Wealth Planning	Very High 73%	129	177	$2.6M
Paradigm Capital Management, Inc.	Very High 100%	59	59	$17M
Ascension Capital Advisors, Inc.	High 56%	115	207	$3.2M
Financial Life Advisors	Very High 57%	118	207	$1.7M
Blue Ocean Capital	Very High 57%	84	148	$3.7M
Greenbelt Investment Advisors, LLC	Low 26%	39	148	$1M
Defining Wealth	Typical 31%	56	178	$280K
Pendulum Wealth Partners	Typical 38%	102	267	$1M
RMR Wealth Management	Low 19%	34	178	$980K
Monex Asset Management, Inc.	Very High 69%	351	506	$660K
SWS Partners, LLC	Very High 60%	89	149	$2.7M
Haven Private	High 50%	90	179	$2.3M
Intellectus Partners, LLC	Very High 100%	179	179	$8.4M
Silverleafe Capital Partners, LLC	High 49%	87	179	$2.5M
Assembly Wealth	Low 14%	29	209	$1.6M
Carnegie Lake Advisors LLC	Typical 35%	74	209	$1.8M
The Sum	Very High 76%	159	209	$2.6M
Activ8 Family Office LLC	High 50%	148	299	$5.1M
Oakworth Asset Management, LLC	Typical 31%	166	539	$1.3M
Argos Capital Partners, LLC	Very High 100%	60	60	$32M
Cresta Advisors	High 53%	111	210	$1.6M
Vann Equity Management LLC	High 52%	94	180	$1.1M
Colliers Securities LLC	Very Low 9%	76	811	$340K
West Ridge Advisors	Low 15%	55	361	$510K
Attessa Capital LLC	High 48%	116	241	$1.4M
Investment Partners Asset Management	Very High 61%	148	241	$1.1M
Blue Zone Wealth Advisors, LLC	Very High 57%	104	181	$4.3M
American Investors Co	Low 25%	192	755	$730K
TPG Financial Advisors, LLC	Typical 32%	176	545	$1.7M
Aerodigm Wealth LLC	Very High 75%	158	212	$5.8M
Diastole Wealth Management	Typical 32%	86	273	$1.4M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
OFG Financial Services, Inc.	Very Low 0%	—	850	$250K
Crown Wealth Group LLC	High 47%	115	243	$1.7M
Coker & Palmer	Low 19%	40	213	$520K
Sargent Investment Group	Very High 63%	251	396	$3.5M
Eastsound Capital Advisors, LLC	Low 20%	49	244	$830K
JMF Capstone Wealth Management	High 50%	107	214	$1.9M
Lauterbach Financial Advisors, LLC	High 43%	156	367	$1.5M
Entasis Asset Management LLC	Typical 31%	47	153	$1.2M
Foundry Financial LLC	High 44%	81	184	$1.3M
Stiles Financial Services, Inc.	High 42%	104	246	$2M
Camden Wealth Advisors LLC	Very High 62%	96	154	$2.3M
Bluestem Financial Advisors, LLC	Very High 81%	149	185	$1.9M
AIRE Advisors, LLC	Very High 88%	300	340	$2.8M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
SlateStone Wealth LLC	High 55%	305	558	$2.6M
Grey Fox Wealth Advisors, LLC	Typical 38%	118	311	$1.8M
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Requisite Capital Management LLC	Very High 88%	191	218	$8.4M
Integris Wealth Management, LLC	Very High 67%	231	344	$2.3M
Saltmarsh Financial Advisors, LLC	Typical 39%	86	219	$1.6M
Valtrion Capital Management, LLC	Low 24%	45	188	$1.5M
Elk River Wealth Management LLC	High 56%	140	251	$3.6M
Flourish Wealth Management Inc.	Very High 94%	148	157	$2.9M
Team Financial Strategies	Low 25%	72	283	$770K
Strategic Advisory Services	Low 15%	39	252	$740K
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Hamilton-Bates Investment Research, Inc.	High 43%	110	253	$240K
Private Client Advisor Group, LLC	Low 27%	52	190	$580K
Stirlingshire Investments	Very High 75%	570	760	$240K
Craft Wealth Services	Low 15%	34	222	$530K
Sanderson Wealth Management, LLC	Very High 74%	234	318	$4.2M
Kane Investment Management, Inc.	Low 17%	33	191	$1.3M
Inscription Capital, LLC	Typical 34%	141	414	$4.5M
Arena Private Wealth	Very High 71%	158	223	$1.5M
San Luis Wealth Advisors	Low 19%	42	223	$2.6M
Childress Capital Advisors, LLC	Very High 95%	122	128	$7.3M
Indelible Wealth Group	High 41%	65	160	$970K
JECohen & CO., LLC	Low 14%	32	224	$290K
SJHL Financial Group	Very Low 13%	48	384	$450K
Quantum Financial Advisors, LLC	Typical 38%	171	451	$3.3M
Alaethes Wealth, LLC	Very High 84%	81	97	$5.2M
Bay Capital Advisors, LLC	High 41%	80	194	$1.1M
Mill Capital Management, LLC	Very High 80%	78	97	$8M
Omnia Family Wealth, LLC	Very High 57%	92	162	$5M
Sensible Money, LLC	Very High 68%	220	324	$2.3M
BMSS Wesson Wealth Solutions	Very High 71%	184	260	$2.7M

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