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
Tom Johnson Investment Management, LLC	Low 25%	1,333	5,437	$270K
Fagan Associates Inc	Low 14%	245	1,763	$510K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Financial Directions LLC	Very Low 6%	156	2,488	$300K
Retirement Management Systems	Low 18%	553	3,032	$620K
Gearhart & Associates	Very Low 7%	212	2,884	$290K
RSW Investments	Very High 62%	882	1,412	$1.6M
Estabrook Capital Management LLC	Low 21%	149	697	$1.1M
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
McGowan Group Asset Management, Inc.	Low 23%	1,112	4,754	$220K
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
Public Advisors LLC	Low 22%	973	4,521	$4.2K
JDL Advisers	Low 18%	1,376	7,691	$250K
Jazz Wealth Managers, Inc.	Very Low 1%	37	3,182	$150K
Hoey Investments, Inc.	Typical 31%	185	589	$1.3M
Minneapolis Portfolio Management Group, LLC	Typical 35%	603	1,732	$550K
Main Street Retirement Planning, LLC	Very Low 9%	145	1,688	$420K
Absolute Capital Management, LLC	Very Low 7%	113	1,663	$220K
Hollow Brook Wealth Management LLC	Very High 84%	459	549	$2.3M
Bellatore Financial, Inc.	Typical 35%	194	547	$1.1M
NBC Capital Advisors	High 41%	900	2,183	$330K
Mariner	Very Low 1%	46	3,537	$780K
Financial Concepts	Very Low 12%	310	2,518	$420K
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Kiley Juergens Wealth Management, LLC	Low 21%	618	2,937	$590K
Axos Invest, Inc	Very Low 0%	—	6,792	$22K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Campbell Newman Asset Management Inc	Low 17%	236	1,422	$760K
Professional Financial Advisors, LLC	Very Low 6%	193	3,314	$150K
Miller Tabak Asset Management	Very Low 0%	—	936	$1.3M
Granite Investment Partners, LLC	Very High 58%	266	462	$2.2M
Oliver Capital Management	Low 24%	110	452	$950K
Rudney Associates	High 56%	250	450	$2M
John A. Wolfe & Associates, Inc.	Typical 39%	175	446	$1.2M
180 Wealth Advisors, LLC	High 41%	540	1,320	$970K
Weinand Financial, Inc.	Typical 38%	167	437	$1.4M
Catalyst Wealth Management LLC	Very Low 0%	5	9,549	$11K
Wilsey Asset Management Incorporated	Low 18%	156	844	$810K
Vantage Financial Group, Inc.	Typical 33%	818	2,482	$330K
MTM Financial Group, LLC	Very Low 0%	14	3,273	$230K
American Financial Advisors, LLC.	Typical 37%	299	816	$1.1M
Baltimore-Washington Financial Advisors	Low 17%	872	5,272	$560K
Weber Asset Management, Inc.	High 42%	169	405	$1.6M
Tanager Wealth Management	High 45%	358	801	$1.7M
Alexander Labrurerie & Co., Inc.	Low 26%	304	1,184	$520K
Kozak & Tripp Private Asset Management, Inc.	Low 20%	153	775	$1M
Revisor Wealth Management LLC	Low 17%	537	3,070	$780K
Compass Financial Group, INC	Very Low 10%	276	2,675	$460K
Southern Financial Group, LLC	Typical 31%	352	1,140	$920K
Barnes Pettey Financial Advisors, LLC	Typical 31%	945	3,024	$330K
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
Allen Wealth Management, LLC	Low 18%	199	1,099	$600K
Benjamin F. Edwards Wealth Management, LLC	Very Low 1%	14	1,099	$620K
Tony Walker Financial	Very Low 3%	56	1,828	$200K
Wealthcare Investment Partners LLC	Low 25%	461	1,816	$460K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Cardiff Park Advisors	Very High 100%	358	358	$8.2M
Nest Egg	Very Low 0%	—	2,819	$46K
Van Leeuwen Retirement & Investment Services	Low 25%	173	700	$780K
McMill CPA and Advisors	Low 25%	1,382	5,574	$110K
Portfolio Design Labs, LLC	Typical 28%	97	346	$1.6M
N.E.W. Advisory Services, LLC	Very Low 11%	535	4,842	$330K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Bright Financial Advisors, Inc.	Typical 34%	223	663	$1.1M
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Horst & Graben Wealth Management, LLC	Low 17%	217	1,299	$660K
Global Assets Advisory, LLC	Very Low 8%	200	2,572	$210K
Rosel Wealth Management, LLC	High 56%	178	317	$1.9M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Aspire Growth Partners LLC	Typical 34%	320	939	$1.2M
Forge Financial	Low 23%	1,057	4,674	$310K
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
Financial Management Strategies, Inc.	Typical 32%	588	1,852	$330K
Guardian Wealth Strategies, LLC	Typical 30%	376	1,234	$900K
Investment Advisory Group LLC	Low 18%	275	1,542	$790K
ACT TWO INVESTORS LLC	Very High 85%	260	306	$2.1M
Capital Investment Counsel Inc	Typical 37%	457	1,221	$750K
Lincoln Capital, LLC	High 53%	639	1,210	$590K
Market Investment Group, LLC	Very Low 3%	62	1,814	$230K
Financial Network Wealth Advisors LLC	Very Low 6%	114	1,764	$260K
Vermillion Wealth Management Inc.	Very Low 6%	81	1,464	$290K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
Melia Wealth LLC	Very Low 13%	148	1,163	$480K
O'Rourke & Company, Incorporated	Very High 85%	494	580	$930K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
AM Investment Strategies, LLC	Low 24%	140	576	$1.3M
Dynamic Financial Group	Low 19%	165	862	$620K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
SYCAMORE FINANCIAL GROUP	Low 16%	186	1,136	$680K
Valtinson Bruner Financial Planning	Very Low 9%	185	1,985	$360K
Reliant Wealth Planning, LLC	Typical 38%	642	1,700	$350K
Tradewinds Capital Management, LLC	Very Low 9%	196	2,224	$330K
Oasis Advisors	Very Low 1%	27	4,987	$54K
Navigate Private Wealth, LLC	Very Low 11%	216	1,929	$270K
Weaver Consulting Group, LLC	Typical 35%	376	1,085	$920K
Copley Financial Group, Inc.	Very Low 0%	9	2,690	$120K
Graybill Wealth Management, Ltd.	Typical 38%	101	269	$1.9M
Guerra Wealth Advisors	Low 17%	507	2,951	$130K
CFM Wealth Partners LLC	High 49%	131	267	$3M
BW & Associates, Inc.	Typical 29%	156	529	$1.3M
Lineweaver Wealth Advisors	Very Low 8%	176	2,096	$450K
DT Investment Partners, LLC	Low 24%	315	1,296	$1.3M
Diligent Investors, LLC	Low 25%	188	761	$670K
Parady Wealth Management	Very Low 1%	12	1,261	$110K
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
Levin Capital Strategies, L.P.	High 53%	132	250	$5.1M
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
CovingtonAlsina	Very Low 7%	90	1,236	$230K
Tamar Securities, LLC	Very Low 5%	199	4,198	$340K
Channel Wealth, LLC	High 43%	842	1,974	$410K
Evergreen Advisors, LLC	Low 27%	130	487	$870K
Drake & Associates, LLC	Low 19%	645	3,401	$180K
Richard Young Advisors	Low 17%	332	1,940	$610K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Front Street Capital Management, Inc.	Low 17%	203	1,185	$510K
Stonecrop Wealth Advisors, LLC	Typical 39%	464	1,185	$200K
StraightLine	Very Low 11%	265	2,358	$490K
93 Financial Group, LLC	Low 26%	302	1,175	$770K
Kelly Financial Services LLC	Low 15%	205	1,401	$450K
Elite Wealth Management, Inc.	Typical 37%	174	465	$1.9M
McNamara Financial Services, Inc.	Typical 32%	298	928	$850K
Invictus Private Wealth, LLC	Very High 59%	271	461	$3.7M
Schnieders Capital Management, LLC.	Typical 40%	183	459	$2.1M
Family Wealth Planning Partners	Very Low 4%	51	1,141	$180K
CGC Financial Services	Low 18%	208	1,140	$750K
Traynor Capital Management	Low 26%	410	1,590	$1.5M
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Colonial River Wealth Management LLC	Very Low 10%	174	1,798	$260K
Affiliated Financial Advisors Inc	Low 20%	178	898	$600K
Nelson Securities,Inc.	Very Low 0%	—	2,016	$130K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Storehouse Financial LLC	Very Low 3%	40	1,330	$180K
Innovative Wealth Building LLC	Very Low 11%	203	1,770	$370K
GR Financial Group, LLC	Low 19%	290	1,548	$680K
Chatterton & Associates	Low 26%	397	1,542	$860K
SEM Wealth Management	Very Low 13%	260	1,980	$380K
Phoenix Wealth Advisors Inc.	Typical 35%	545	1,538	$400K
Key Client Fiduciary Advisors, LLC	Very Low 9%	198	2,195	$330K
Johnson Brunetti	Very Low 12%	724	6,038	$460K
Rockline Wealth Management LLC	Typical 39%	339	861	$740K
McIlrath & Eck, LLC	Typical 32%	417	1,287	$1.1M
Capital Investment Management, Inc	Very Low 13%	140	1,072	$520K
REAP Financial Group, LLC	Very Low 13%	163	1,284	$500K
Dougherty & Associates Financial Advisors, Inc.	Very Low 7%	80	1,069	$360K
Horizon Wealth Management	Typical 32%	412	1,280	$800K
Coquina Private Wealth Advisors	High 44%	651	1,488	$270K
Cordgrass Capital Advisors, LLC	Typical 31%	131	425	$1M
MBE Wealth Management, LLC	Very Low 7%	180	2,536	$290K
North Star Investment Management Corporation	Low 20%	513	2,536	$770K
Spectrum Financial Alliance, Ltd., L.L.C.	Typical 38%	240	630	$1.1M
Sweeney & Michel, LLC	Low 16%	101	627	$1M
Titan Retirement Advisors LLC	Low 24%	50	208	$1.3M
Five Talents Financial Management Group LLC	Very Low 5%	47	1,039	$250K
Kennedy Investment Group	Very Low 12%	120	1,036	$610K
Hahn Financial Group	Very Low 3%	52	1,846	$99K
Materetsky Financial Group	Typical 40%	328	818	$870K
Jacksonville Wealth Management	High 51%	517	1,020	$520K
Capital Advisers, Inc.	Very Low 10%	60	610	$770K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Rockport Wealth Advisors	Low 15%	248	1,612	$420K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
Fermata Advisors	Low 25%	693	2,815	$240K
Pacific Sage Partners, LLC	Typical 28%	222	804	$1.2M
Rooted Wealth Advisors	Very Low 7%	105	1,605	$250K
Cullinan Associates, Inc.	High 49%	293	599	$2.2M
Split Rock Private Trading and Wealth Management LLC	Typical 40%	401	997	$300K
Adk Wealth Advisory Group	High 45%	540	1,195	$640K
Newport Wealth Advisors, Inc.	Very Low 5%	60	1,193	$220K
Asset Dedication, LLC	High 42%	828	1,986	$1.5M
Strategic Planning Group	Low 22%	342	1,582	$560K
New England Capital Financial Advisors LLC	Low 15%	173	1,185	$520K
Clarity Financial Advisors LLC	Very Low 2%	21	985	$150K
Focused Wealth Management, Inc.	Low 14%	296	2,163	$580K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Uncommon Cents Investing	Low 25%	148	589	$870K
Vantus Wealth	Low 14%	137	980	$320K
Mach-1 Financial Group, LLC	Very Low 10%	161	1,566	$350K
WP Advisors, LLC	High 53%	209	391	$1.5M
The Pacific Center For Financial Services	High 42%	331	781	$1.2M
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
Berkeley Capital Partners, LLC	Very Low 12%	180	1,557	$490K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
KWB Wealth	High 45%	880	1,935	$620K
Intergy Private Wealth, LLC	Typical 40%	233	580	$1M
Bruni J V & Co	Very High 68%	263	386	$2.3M
Stuart Investment Advisors, Inc.	High 44%	169	386	$1.6M
Bruton Chisnell Advisors, LLC	Typical 32%	184	577	$700K
Andrews, Lucia Wealth Management LLC	Very High 61%	118	192	$2.8M
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Safeguard Investment Advisory Group, LLC	Low 23%	395	1,726	$400K
Campbell Deegan Financial	Low 25%	195	766	$970K
Essential Planning, LLC	Typical 28%	163	573	$920K
Reagan Companies Asset Management, Inc	Typical 37%	285	764	$1.2M
NorthCape Wealth Management	Typical 29%	166	570	$1.2M
Fellowship Financial Planning	Very Low 11%	125	1,130	$410K
Sand Creek Capital, LLC	Typical 33%	312	939	$400K
Arkfeld Wealth Strategies, L.L.C.	Low 14%	132	937	$570K
210 Financial	Very Low 3%	32	936	$260K
New Vernon Wealth Management LLC	High 52%	97	187	$4.2M
Orange Investment Advisors, Inc.	Typical 28%	370	1,307	$970K
Ascend Investment Partners	Low 20%	183	931	$670K
Grandfield & Dodd, LLC	Low 25%	183	742	$2.9M
Ignite Planners LLC	Very Low 10%	450	4,605	$240K
Mcrae Capital Management Inc.	Very High 100%	736	736	$920K
Wealth Alliance Advisory Group, LLC	Low 24%	223	916	$820K
Financial Strategies Group, Inc	Low 15%	195	1,281	$520K
Kaydan Wealth Management, Inc.	Typical 33%	357	1,098	$650K
West Wealth Group, LLC	Very Low 3%	87	2,736	$220K
Gaddis Premier Wealth Advisors LLC	Low 15%	218	1,458	$250K
Legacy Financial Group	Low 22%	314	1,450	$690K
Rosecap Investment Advisors, LLC	Typical 40%	288	721	$690K
Summit Financial Working with People You Trust	Very Low 8%	82	1,081	$170K
Cfci	Low 14%	148	1,078	$510K
Sanchez Wealth Management Group, LLC	Typical 32%	172	538	$1M
Nectarine	Low 19%	609	3,210	$0
Benin Management Corp	High 51%	180	356	$1.3M
Scarborough Capital Management	Low 27%	732	2,664	$620K
Teamwork Financial Advisors, LLC	Typical 40%	993	2,480	$400K
Integrated Capital Management, Inc.	Very Low 1%	10	882	$170K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
Syntegra Private Wealth Group LLC	Low 17%	354	2,112	$660K
IAM Advisory LLC	Low 14%	223	1,583	$430K
James T. Borello & Co.	Low 24%	166	700	$730K
Retirement Investment Advisors Inc	Typical 29%	403	1,399	$1M
American Wealth Management	Low 23%	200	873	$840K
J.M. Forbes & Co. Llp	Typical 34%	356	1,041	$1.4M
MCCAY WEALTH ADVISORY LLC	Typical 39%	331	859	$500K
The Lloyd Advisory Group	Very Low 5%	60	1,202	$350K
Financial Designs Corporation	Typical 34%	177	515	$990K
GuideStream Financial, Inc.	Very Low 5%	39	854	$240K
Prentice Wealth Management LLC	Very Low 5%	50	1,024	$540K
Sterling Investment Counsel, LLC	Typical 36%	307	853	$1.1M
Tempo Wealth	Very High 61%	519	853	$940K
Saratoga Research & Investment Management	Low 18%	451	2,554	$750K
Retirable	Very Low 12%	257	2,210	$140K
GRP Retirement Planning	Very Low 6%	48	846	$180K
Sage Advisors, LLC	Low 22%	150	675	$770K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Wisdom Financial Services, L.L.C.	Very Low 0%	—	1,518	$510K
Big Sioux Wealth Management	Typical 29%	246	843	$270K
New Harbor Financial Group, LLC	Typical 28%	282	1,010	$800K
Clarity Wealth Advisors	Very High 66%	223	336	$2.1M
LVM Capital Management Ltd	Very High 100%	1,341	1,341	$880K
Financial Innovations, LLC	Very High 70%	234	334	$1.5M
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Cross Financial Advisors	Typical 30%	548	1,831	$260K
Gainline Financial Partners, LLC	Very High 58%	581	998	$350K
Harfst and Associates, Inc.	Low 26%	130	499	$1.4M
O'Donnell Financial Services, LLC	Very Low 9%	94	995	$430K
Capital Advisors Wealth Management	Typical 29%	284	993	$920K
MSA Financial	Typical 36%	474	1,324	$1M
Parker Investment Management, LLC	Very High 57%	188	331	$2.2M
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
Carter Financial Group, Inc.	Very Low 6%	49	826	$450K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Wealth Preservation Advisors, LLC	Typical 33%	108	330	$1.8M
SageGuard Financial Group, LLC	Very Low 5%	131	2,469	$310K
Rogan & Associates	Low 20%	290	1,481	$480K
Cloud Investments, LLC	Very Low 8%	76	980	$410K
Jeppson Wealth Management, LLC	High 56%	548	975	$750K
Southern Capital Advisors, LLC	Low 20%	159	812	$770K
Drawbridge Capital	Typical 37%	359	972	$230K
Greenbush Financial Group, LLC	Typical 31%	200	648	$560K
Weitzel Financial Services, Inc.	Low 27%	303	1,134	$290K
Westwind Capital	Low 24%	230	972	$760K
Academy Capital Management	Very Low 4%	36	962	$1.2M
Whitener Capital Management, Inc	Typical 30%	237	800	$660K
Nvest Financial, LLC	Low 24%	192	799	$840K
Advisors Management Group Inc	Very Low 5%	105	1,912	$430K
Byrne Financial Freedom, LLC	Typical 40%	378	956	$560K
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Kohmann Bosshard Financial Services, LLC.	High 46%	219	475	$2.1M
Mid-American Wealth Advisory Group	Very Low 5%	46	948	$350K
Vision Retirement	High 41%	451	1,106	$560K
Compass Financial Services	Typical 29%	317	1,105	$360K
Financial Security Management, Inc	Very Low 12%	129	1,102	$550K
Sandhill Investment Management	Low 18%	374	2,044	$1M
Sequent Asset Management, LLC	Very High 93%	292	314	$3M
Triumph Capital Management	Low 17%	378	2,193	$280K
Equity Wealth Partners, LLC	Very Low 5%	44	939	$270K
KLCM Advisors, Inc.	Very High 64%	397	625	$2.8M
Able Wealth Management LLC	Low 21%	195	937	$520K
TLWM Financial	Low 25%	316	1,249	$470K
IAG Wealth Partners, LLC	Low 23%	547	2,339	$790K
PSI Advisors, LLC	Typical 33%	563	1,704	$440K
Affinity Investment Group, LLC	High 52%	239	461	$1.2M
KPP Advisory Services LLC	Very Low 8%	318	3,995	$310K
Lord and Richards	Very Low 7%	87	1,228	$100K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
Fischer Financial Services Inc	Low 25%	154	609	$960K
The Wellington Grp LLC	Very Low 5%	77	1,516	$310K
Retirement Planning Solutions, LLC	Very Low 6%	74	1,210	$390K
Aspire Capital Advisors LLC	Low 14%	264	1,956	$520K
Demming Financial Services Corp.	Typical 29%	215	751	$900K
Red Oak Financial Group	Very Low 0%	—	1,051	$590K
IFC	Very Low 3%	28	1,048	$150K
Guardian Asset Advisors, LLC	Very Low 8%	97	1,196	$230K
Everest Financial Group	Low 18%	350	1,940	$520K
Hamilton Wealth, LLC	Typical 40%	179	447	$1.5M
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Westchester Capital Management Inc	High 44%	198	445	$1.1M
Hubbell Strickland Wealth Management, LLC	Typical 36%	158	444	$1.3M
Total Investment Management, Inc.	Typical 34%	406	1,184	$1.1M
Brucke Financial, Inc.	Low 24%	175	738	$340K
Compass Financial Advisory Services, LLC	Typical 35%	362	1,031	$510K
Arbor Trust Wealth Advisors, LLC	High 41%	181	441	$1.3M
C2 Private WEalth	Low 25%	514	2,056	$870K
Keystone Financial Services, LLC	Very Low 3%	30	1,028	$220K
Strategic Wealth Group	Typical 33%	1,177	3,524	$430K
Redmond Asset Management, LLC	Typical 39%	114	292	$1.5M
Stonebrook Private LLC	High 45%	263	582	$1.5M
Walsh & Associates, LLC	Typical 37%	487	1,307	$620K
Wealth Advisors Group	Typical 28%	283	1,013	$1M
Bridgewealth Advisory Group, LLC	Low 24%	170	723	$950K
Spectrum Financial Resources	Low 19%	139	723	$330K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Lighthouse Wealth Strategies, LLC	Low 25%	220	866	$980K
Stillwater Capital Advisors, LLC	High 45%	261	577	$2.3M
Drucker Wealth	High 46%	333	721	$1.1M
Barrett & Company	Low 24%	139	576	$840K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
J.W. Burns & Company, Inc.	High 47%	267	572	$1.5M
Sowa Financial Group	Low 27%	153	572	$900K
Munn Wealth Management, LLC	Very Low 13%	90	714	$320K
Aljian Capital Management	Typical 36%	154	428	$1.4M
Martel Wealth Advisors, LLC	Typical 38%	382	998	$1.2M
Advantage Wealth Partners	Typical 35%	197	570	$1.1M
Atwater Malick	Very High 57%	163	285	$1.9M
Professional Planning Group	Typical 30%	378	1,281	$1M
Robertson Investment Management	Very High 67%	767	1,138	$430K
MEDIQUS Asset Advisors, Inc.	High 42%	302	711	$1.4M
Maple Capital Management, Inc.	High 42%	654	1,563	$1.5M
Pegasus Asset Management Inc	High 44%	126	284	$1.6M
Matheson & Rock Wealth Management, LLC	Typical 38%	160	425	$1.1M
Chatham Wealth Management	Very High 89%	378	424	$1.5M
LWM Advisory Services, LLC	Low 19%	188	989	$740K
Sutterfield Financial Group, Inc.	Very Low 5%	45	989	$180K
Alliance Wealth Management Partners LLC	Low 16%	112	706	$310K
B.A. Schrock Wealth Management	Very Low 13%	89	706	$400K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Key Financial, Inc.	High 49%	687	1,409	$2M
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
Evans Capital Management Associates	Typical 31%	130	422	$1.2M
Rollins Financial Advisors, LLC	High 41%	402	982	$1.6M
Greatmark Investment Partners, Inc.	High 47%	197	420	$2.4M
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Zevin Asset Management, LLC	Very High 81%	451	558	$1.1M
Bristol Wealth Group	Very Low 12%	104	836	$940K
Consolidated Financial	Low 16%	112	695	$350K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
W.A. Smith Financial Group	Low 20%	336	1,665	$700K
Cedar Mountain Advisors, LLC	Typical 29%	239	832	$980K
Opus Capital Management	Very High 62%	259	415	$2.2M
Wallace Capital Management, Inc.	Very High 63%	262	415	$2.4M
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
J. L. Bainbridge & Co., Inc.	High 42%	350	828	$1.6M
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Legacy Wealth Management Group, Inc.	Low 19%	179	963	$300K
Rezny Wealth Management, Inc.	Very High 73%	200	275	$1.8M
Rothschild Wealth LLC	High 45%	1,614	3,569	$440K
Avity Investment Management Inc.	Very High 88%	241	274	$6.2M
Purkiss Capital Advisors, LLC	Typical 38%	157	409	$2.1M
Jennings & Associates Financial Advisors, LLC	Low 26%	176	680	$350K
Pathway Financial Advisers, LLC	Low 17%	142	815	$640K
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
MPS-LORIA Financial Planners, LLC	Typical 28%	190	679	$1.2M
Ballast Advisors, LLC	Low 21%	169	814	$810K
Howe and Rusling, Inc.	High 56%	608	1,081	$2.1M
Financial Partners Group, Inc.	Typical 31%	373	1,213	$940K
Talbot Financial, LLC	Very High 93%	250	269	$5M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Altiora Financial Group, LLC	Very High 78%	104	134	$7.3M
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
CWS Financial Advisors LLC	High 48%	381	802	$1.6M
SevenBridge Financial Group, LLC	Typical 35%	139	401	$1.7M
Chicago Oakbrook Financial Group	Low 14%	189	1,336	$830K
Carson Advisory Group	High 41%	382	933	$900K
American Financial Advisors Inc	High 53%	421	799	$1.6M
Richmond Brothers, Inc.	Low 15%	99	665	$350K
E. S. Barr & Company	Very High 68%	270	398	$4.7M
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Driven Investments LLC	Very Low 1%	15	1,192	$200K
Measured Risk Portfolios	Low 21%	168	793	$580K
Cleveland Wealth, LLC	Typical 33%	131	396	$1.3M
Perspective Wealth Management	Very High 83%	218	264	$2.3M
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Beacon Financial Group	High 48%	510	1,052	$1.2M
Alongside, LLC	Very Low 9%	191	2,103	$410K
Old Mission Investment Company, LLC	Very Low 6%	63	1,051	$820K
TRUE Private Wealth Advisors, LLC	Low 23%	357	1,576	$890K
Boston Standard Wealth Management, LLC	High 45%	177	393	$1.6M
Siler Wealth Management	Very Low 8%	54	655	$280K
Blue Water Asset Management	Very Low 13%	122	916	$450K
J. Hagan Capital, Inc.	Very Low 9%	72	785	$380K
360 Financial	Typical 36%	421	1,177	$520K
RWM Capital, LLC	Very Low 13%	192	1,437	$150K
Parkshore Wealth Management	Typical 30%	154	522	$980K
Centric Advisors, LLC	Very Low 2%	21	913	$190K
Croak Capital	Very Low 12%	90	780	$440K
FRA Wealth Management LLC	Very Low 1%	8	910	$120K
CRA Financial Services, L.L.C.	Typical 29%	377	1,299	$1.1M
12 Th Street Asset Management	Very High 100%	517	517	$510K
Accel Wealth Management	Very Low 13%	166	1,290	$510K
Hendershot Investments, Inc.	High 43%	224	516	$1.9M
Smedley Financial Services Inc	Very Low 9%	72	774	$440K
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
Capital Advisor Network	Very Low 7%	66	900	$140K
Jackson Wealth Management, LLC	Typical 31%	278	900	$1.2M
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Silicon Valley Capital Partners, L.P.	Very High 66%	340	513	$2.4M
Fourpath Capital Management, LLC	Typical 28%	212	769	$1.1M
Stenger Family Office, LLC	Typical 35%	311	897	$750K
Traphagen Financial Group	Typical 29%	561	1,922	$1.1M
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Private Capital Advisors, Inc.	Typical 30%	76	256	$4.8M
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Compass Retirement Group LLC	Very Low 1%	9	766	$150K
Journey Retirement Planning and Investment Management, LLC	Very Low 5%	34	637	$290K
Adell Harriman & Carpenter	Very High 69%	524	764	$2.5M
Dew Point Capital	Low 26%	131	509	$910K
Asset Management Group, Inc.	Typical 39%	98	254	$3.4M
Ttp Investments, Inc.	High 41%	155	381	$1.5M
Patriot Investment Management Group Inc	Low 22%	328	1,518	$1.1M
Redwood Financial Network	Typical 38%	387	1,012	$260K
Paulson Wealth Management Inc.	High 41%	156	379	$1.5M
Silver Grove Advisory Services	Very Low 3%	63	2,146	$210K
ISC Financial Advisors	Low 24%	307	1,262	$940K
NCM Capital Management, LLC	Very High 77%	194	252	$2.1M
New Capital Management, LP	Very High 71%	90	126	$4.2M
Slagle Financial, LLC	Very Low 3%	49	1,510	$270K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Mattson Financial Services, LLC	Very Low 11%	127	1,127	$460K
Global Wealth Management Investment Advisory, Inc.	Very Low 9%	154	1,626	$430K
Holt Capital Partners, L.P.	Very High 72%	90	125	$7.8M
BostonPremier Wealth	Low 20%	147	749	$690K
von Borstel & Associates	High 52%	258	499	$1.4M
Rubicon Advisors	Low 22%	300	1,370	$300K
Grantvest Financial Group LLC	Typical 32%	200	620	$350K
Steel Grove Capital Advisors, LLC	Very High 96%	831	867	$1.8M
AMI Asset Management Corp	Typical 35%	387	1,113	$1.4M
Modell Capital Management LLC	Low 27%	101	371	$4.9M
Sunburst Financial Group, LLC	Typical 30%	256	865	$830K
Legacy Financial Independent Advisors LLC	Low 21%	156	741	$650K
Waters, Parkerson & Co., LLC	Very High 64%	471	741	$3.2M

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