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
Market Street Wealth Management Advisors, LLC	High 47%	200	422	$1.8M
Total Clarity Wealth Management, Inc	Low 25%	254	1,032	$730K
Second Line Capital, LLC	Low 25%	277	1,127	$590K
3Chopt Investment Partners LLC	Very High 61%	144	235	$3.8M
Autumn Glory Partners, LLC	Very High 74%	35	47	$13M
Bastion Fiduciary	Very Low 0%	—	235	$390K
Catalina Capital Group, LLC	Very High 59%	110	188	$2.1M
EdgeRock Wealth Management	Typical 28%	156	564	$1M
Scholar Financial Advising, LLC	Very High 57%	133	235	$0
TRADEway	Very Low 2%	10	611	$150K
Walkner Condon Financial Advisors LLC	High 41%	327	799	$1.3M
Promontory Financial Planning, LLC	Very Low 12%	65	565	$560K
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Fortress Financial Group, LLC	Typical 28%	93	330	$1.1M
Cascade Financial Partners, LLC	Very High 71%	201	283	$4.9M
Elevation Wealth Partners, LLC	High 55%	155	283	$2.3M
Hopwood Financial Services, Inc.	Very High 60%	169	283	$2.6M
Omnistar Financial Group, Inc.	Typical 33%	78	236	$940K
AZA Capital Management	Typical 32%	105	331	$930K
Midwest Professional Planners, Ltd.	Typical 37%	264	710	$880K
Alliance Advisory & Securities, LLC	Typical 34%	225	663	$1M
Sentinel Advisory Group, LLC	Low 25%	95	379	$850K
MKD Wealth	High 51%	121	237	$2.1M
Ferguson Shapiro LLC	High 42%	139	332	$1.2M
Ironoak Wealth	Very High 87%	290	332	$490K
LeConte Wealth Management, LLC	Low 23%	78	332	$1M
Covenant Wealth Advisors	High 54%	280	522	$1.7M
SGL Investment Advisors, Inc.	Low 14%	98	712	$480K
Hill Investment Group	High 55%	208	380	$2.9M
Visionary Horizons, LLC	Low 15%	98	666	$550K
Azzendo Wealth Advisors	Typical 32%	77	238	$1.2M
Willow Creek Financial	Very High 65%	155	238	$2.2M
Brasada Capital Management, LP	High 48%	182	381	$1.7M
Bell Investment Advisors Inc	Very High 59%	252	429	$1.7M
Collective Family Office, LLC	High 56%	80	143	$3.7M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Hurlow Wealth Management Group, Inc.	High 47%	223	477	$1.4M
River Street Advisors, LLC	Typical 29%	139	477	$1.1M
Meridian Investment Advisors	High 54%	103	191	$2M
The Fiduciary Group	High 56%	350	621	$2.3M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Key Group Management, Inc.	Low 25%	85	335	$890K
Keyes, Stange & Wooten Wealth Management, LLC	Typical 28%	109	383	$910K
Lifeguide Financial Advisors, LLC	Low 20%	150	766	$720K
Elevated Capital Advisors, LLC	Very Low 13%	128	1,006	$490K
Del-Sette Capital Management, LLC	Low 23%	56	240	$800K
Fountainhead Financial, LLC	Very High 85%	82	96	$5.6M
Manske Wealth Management, LLC	Very Low 0%	—	480	$1.4M
Private Capital Management	Very High 70%	302	432	$2.2M
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Wright Wealth LLC	Low 20%	48	240	$780K
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
Ankerstar Wealth, LLC	Low 18%	52	289	$500K
Elser Financial Planning, Inc.	Very High 73%	420	578	$3.5M
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
Wellington Investment Advisors	Low 17%	65	386	$680K
Future Capital Management Inc.	Very Low 8%	26	338	$210K
Keen Wealth Advisors	Typical 40%	404	1,014	$1.2M
Rialto Wealth Management	High 43%	146	338	$1.8M
Armstrong Dixon	High 54%	158	290	$1.5M
Austin Wealth Management, LLC	Typical 33%	189	580	$1.1M
WealthEdge Investment Advisors, LLC	Typical 34%	98	290	$1.4M
Financial Enhancement Group	Low 21%	261	1,257	$760K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Archford Capital Strategies, LLC	Typical 36%	278	774	$1.5M
Prism Advisors, Inc.	Typical 37%	89	242	$2.1M
Stepp & Rothwell Inc	Very High 81%	274	339	$3.1M
Evolve Private Wealth, LLC	Low 27%	184	679	$3.2M
Halter Ferguson Financial Inc	Very High 67%	194	291	$2.4M
Hourglass Capital, LLC	Very High 71%	69	97	$7.3M
Corda Investment Management, LLC	High 42%	565	1,359	$1.5M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Bellingham Capital	Very Low 10%	25	243	$600K
Henrickson Nauta Wealth Advisors, Inc.	High 49%	238	486	$1.6M
WealthTrust Asset Management, LLC	Low 25%	61	243	$850K
Fort Sheridan Advisors LLC	High 44%	171	389	$2.5M
Greenup Wealth	Typical 30%	290	973	$920K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Midwest Financial Partners	Very High 74%	326	438	$3.4M
BankPlus Wealth Advisors	Very Low 8%	51	633	$410K
Kingwood Investment Group	Very Low 7%	16	244	$520K
RPG Family Wealth Advisory, LLC	Low 25%	133	537	$1.2M
Cambridge Financial Group, LLC	Very High 57%	166	293	$2.2M
Gilbert & Cook, Inc.	High 48%	421	879	$1.8M
Partners in Financial Planning, LLC	Very Low 9%	37	391	$2.3M
SJS Investment Services	High 53%	462	880	$2.4M
RB Capital Management, LLC	Typical 31%	198	636	$1.4M
Cedar Point Capital Partners, LLC	Typical 35%	104	294	$820K
Delta Financial Advisors, Inc.	Typical 29%	71	245	$950K
Fiduciary Financial Group, LLC	Very High 60%	237	392	$2.6M
Sierra Investment Management, LLC	Typical 34%	101	294	$1.1M
Trubee Wealth Advisors, Inc.	Low 24%	166	686	$1.2M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
K2 Financial Inc.	Very Low 8%	33	393	$490K
Soulence Wealth Management	Very Low 5%	20	393	$240K
Trivium Point Advisory, LLC	High 41%	319	786	$1.8M
Avid Wealth Partners, LLC	Typical 34%	83	246	$1.2M
Marble Harbor Investment Counsel, LLC	Very High 73%	143	197	$6.5M
Blue Anchor Wealth Advisors, LLC	Very Low 13%	39	296	$450K
Cross State Financial Group LLC	Very Low 13%	50	395	$440K
Reify Wealth Advisors, Inc.	High 55%	137	247	$2.1M
Schaeffer Financial LLC	Typical 31%	76	247	$1M
Banorte Asset Management, Inc.	Very Low 11%	93	840	$680K
RMC Investment Advisors	High 46%	160	346	$2.5M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Summit Wealth and Retirement Partners	High 56%	194	346	$2.8M
TD Capital Management LLC	High 56%	250	445	$2.8M
Expand Financial Group, LLC	Low 22%	65	297	$340K
Stordahl Capital Management, Inc.	Very High 58%	173	297	$1.8M
D.B. Root & Company, LLC	Very Low 13%	95	743	$1.1M
CAVU Wealth Management	Low 17%	58	347	$570K
Heffernan Advisory, Inc.	High 48%	165	347	$1.2M
AIS Planning	Typical 35%	176	496	$1M
Sound Financial, LLC	Low 27%	68	248	$850K
Goodwin Investment Advisory	Typical 30%	118	397	$980K
Parsons Capital Management Inc	High 55%	381	695	$3.1M
Arjuna Capital, LLC	Very High 66%	98	149	$3.2M
Creative Capital Management Investments LLC	Very High 65%	194	298	$2.6M
Pin Oak Investment Advisors Inc	Very High 59%	175	298	$1.4M
Circle Advisers Inc	Very High 100%	348	348	$2.5M
Nelson Capital Management, LLC	Very High 89%	178	199	$3.6M
Marietta Wealth Management, LLC	High 52%	232	448	$2.4M
Sather Financial Group, Inc.	High 55%	247	448	$3.7M
Wealth Advisors NW	Typical 35%	105	299	$1.2M
Amerity Wealth Management, LLC	Low 18%	138	748	$450K
Vestor Capital, LLC	High 49%	592	1,197	$1.7M
Beck Capital Management LLC	High 43%	193	449	$1.2M
Pioneer Wealth Management Group	Very Low 9%	46	499	$800K
L. Roy Papp & Associates, LLP	High 50%	276	549	$2.7M
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Doliver Advisors, L.P.	High 48%	96	200	$2.6M
OWL Creek Wealth Partners	Very High 89%	89	100	$5.9M
Blue Chip Partners, LLC	High 52%	522	1,001	$1.9M
The Investment Counsel Company	Very High 96%	384	401	$5.2M
Waterford Advisors, LLC	Typical 40%	139	351	$1.1M
Marquis Wealth Management Group	Typical 34%	103	301	$1.5M
The Institute	Low 24%	191	803	$1.7M
One + One Wealth Management, LLC	High 42%	106	251	$1.5M
Peterson Wealth Advisors, LLC	Typical 34%	224	653	$1.2M
Maltin Wealth Management, Inc.	Very High 63%	126	201	$2.4M
PSI Capital Management	Low 19%	94	503	$750K
Pactolus	Very High 100%	302	302	$380K
Trifecta Capital Advisors, LLC	Very High 76%	114	151	$6.1M
WealthStar Advisors, LLC	High 51%	231	453	$1.6M
Weinberger Asset Management, Inc	Very High 73%	110	151	$3.1M
Graves Light Lenhart	Very High 62%	248	403	$2.6M
Guidance Point Advisors, LLC	Typical 36%	90	252	$2.2M
Peak Financial Management Inc	High 46%	161	353	$1.5M
Scott & Selber, Inc. Capital Management	Very High 69%	70	101	$4.6M
BCR Wealth Strategies	Typical 36%	127	354	$1.4M
Cranbrook Wealth Management, LLC	High 50%	127	253	$3.6M
Financial Coach	Typical 32%	81	253	$1.6M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Summit Financial Strategies Inc	Very High 57%	575	1,013	$2.2M
Adapt Wealth Advisors, LLC	Typical 33%	149	456	$1M
Centennial Advisors, LLC	Very Low 10%	47	456	$510K
Strategic Financial Services	High 41%	501	1,216	$1.6M
Brandywine oak Private Wealth LLC	Very High 69%	351	507	$3.1M
Hudson Value Partners, LLC	Very High 59%	119	203	$3.3M
Alaska Wealth Advisors	High 50%	332	660	$1.7M
Go Wealth Management	Very Low 9%	42	457	$270K
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
Juno Financial Group LLC	Typical 28%	84	305	$1M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Precision Financial Services	Low 22%	111	509	$810K
KEB Wealth Advisors	High 52%	344	662	$1.9M
Oak Harvest Investment Services	High 42%	404	968	$1.1M
Elysium Wealth Management, LLC	Low 19%	143	765	$460K
Erguz, LLC	Very High 100%	51	51	$17M
Investors Asset Management of Georgia Inc	Typical 38%	136	357	$880K
Condor Capital Wealth Management	High 49%	424	869	$2.4M
Interwise	High 49%	149	307	$1M
Aspen Investment Management Inc.	Low 21%	55	256	$1.8M
Curbstone Financial Management Corp.	High 50%	127	256	$1.3M
Riggs Asset Management Co Inc	Typical 35%	142	410	$1.5M
Tilson Financial Group Inc	High 44%	180	410	$1.6M
Mckinley Carter Wealth Services, Inc.	High 54%	659	1,231	$1.8M
Gallacher Capital Management, LLC	Low 23%	119	513	$1M
Garde Capital, Inc.	Very High 74%	342	462	$4.9M
GDS Wealth Management	Typical 29%	310	1,078	$1.7M
Juncture Wealth Strategies, LLC	Typical 37%	171	462	$1M
Lountzis Asset Management, LLC	Very High 64%	99	154	$3.9M
The Lewis Financial Group	Very High 58%	179	308	$1.6M
MBIA Capital Advisors	Typical 32%	81	257	$1.1M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
McDonald Partners LLC	Low 26%	293	1,131	$860K
Advanced Portfolio Strategies	Low 16%	49	309	$450K
Atlantic Private Wealth, LLC	Very High 62%	128	206	$3.8M
Topsail Wealth Management LLC	Very High 62%	127	206	$6.1M
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
OverRidge Wealth Advisors	Low 26%	121	464	$780K
Benchmark Financial Wealth Advisors LLC	Typical 30%	110	361	$2.1M
HBE Wealth Management, LLC	Typical 28%	73	258	$1M
Birchbrook	Typical 37%	114	310	$910K
Coyle Capital, LLC	Very High 60%	186	310	$3M
Deerfield	High 53%	163	310	$3.7M
Mountain Hill Investment Partners	Typical 31%	48	155	$2.3M
Hobbs Group Advisors LLC	Typical 39%	140	362	$960K
Noesis Capital Management Corp	High 50%	181	362	$2.1M
Harvest investment Services, LLC	Very Low 12%	184	1,500	$410K
Johnson Bixby	Typical 39%	305	776	$1.2M
Rhame & Gorrell Wealth Management	Typical 38%	294	776	$1.4M
5th Street Advisors, LLC	High 44%	92	207	$1.5M
Prota Financial	Very Low 13%	85	673	$400K
Yeske Buie Inc.	High 48%	225	466	$2.3M
RPR Financial	Low 15%	38	259	$630K
TKC Wealth Management LLC	Very High 75%	193	259	$310K
A. N. Culbertson & Company, Inc.	High 54%	168	311	$2.6M
Revolve Wealth Partners, LLC	High 43%	288	674	$2.1M
Dara Capital US, Inc.	Very High 92%	48	52	$8M
Helium Advisors LLC	Low 26%	67	260	$830K
Mezzasalma Advisors	High 50%	182	364	$1.4M
Shakespeare Wealth Management, LLC	Very High 59%	184	312	$2M
Bellwether Investment Group, LLC	Very Low 13%	42	313	$490K
Livelife Capital Partners LLC	Typical 34%	89	261	$1.4M
The Watchman Group, Inc.	High 55%	144	261	$2.4M
Thrive Capital Management, LLC	Low 25%	199	783	$830K
Cahaba Wealth Management, Inc.	High 49%	437	888	$2.2M
Turning Point Financial	Very Low 13%	101	784	$430K
IRC Wealth	High 41%	149	366	$1.7M
Ruggaard & Associates	Typical 33%	105	314	$1.1M
Verisail Partners, LLC	Very Low 0%	—	262	$1.1M
NovaPoint Capital LLC	Typical 30%	63	210	$1.3M
Alpha Omega Wealth Management, LLC	High 44%	206	473	$2.1M
Holland Advisory Services, Inc.	Low 14%	74	526	$580K
Quantum Financial Planning Services, Inc.	Typical 32%	253	790	$910K
Walser Wealth Management Company, A Limited Liability Company	Very Low 13%	88	685	$500K
Baldwin Wealth Partners, LLC	High 50%	366	738	$2.9M
Act Wealth Management, LLC	Very High 86%	226	264	$2.2M
Entrust Financial LLC	Typical 34%	89	264	$1.3M
Mitchell Capital Management Co	High 44%	140	317	$1.8M
Terry McDaniel & Company	Very High 67%	248	370	$5.1M
Live Oak Private Wealth, LLC	High 56%	268	476	$2.7M
Legacy Financial Strategies, LLC	High 48%	304	635	$1.2M
Blackdiamond Wealth Management, LLC	Low 26%	96	371	$1.1M
Mainsail Financial Group	Typical 31%	132	424	$940K
Montag	Very High 79%	377	477	$5.9M
Nichols & Pratt Advisers LLP	Very High 80%	85	106	$21M
Timothy Financial Counsel, Inc.	Very Low 0%	—	1,007	—
Vermillion Financial Advisors, Inc.	Typical 39%	103	265	$1.4M
Elliott Cove Capital Management	Very Low 5%	28	584	$250K
Keystone Private Wealth	High 46%	246	531	$1.4M
Aviance Capital Partners LLC	High 56%	210	372	$3M
NobleBridge Wealth	Low 15%	57	372	$580K
Three Seasons Wealth	Typical 37%	137	372	$3.3M
Forty North Wealth	Low 14%	74	532	$660K
Marco Investment Management LLC	Very High 70%	185	266	$5.4M
Wealth Advisors of Iowa, LLC	Typical 28%	149	532	$980K
SAGE Private Wealth Group, LLC	Very High 70%	333	479	$890K
Avalon Capital Management	Very High 81%	129	160	$3.5M
Kuhn Capital Partners	High 50%	134	267	$540K
Wealthbuilders Investments	Typical 29%	77	267	$580K
Stonebridge Financial Group, LLC	Typical 30%	391	1,287	$1.3M
Clear Creek Advisors	Low 21%	99	483	$1.5M
Post Oak Private Wealth Advisors	Low 24%	89	376	$1M
Ascentis Wealth Management, LLC	High 56%	120	215	$2.3M
Covington Investment Advisors, Inc.	Typical 34%	74	215	$2.9M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
AP Wealth Management	High 51%	137	269	$1.2M
BOS Asset Management, LLC	Low 23%	125	538	$770K
Westco Advisory Services, Inc.	Low 24%	77	323	$780K
Correct Capital Wealth Management, LLC	Typical 40%	174	431	$1.7M
Pinion Wealth Management, LLC	Low 24%	105	431	$900K
Armstrong, Fleming & Moore, Inc.	High 49%	266	539	$2.3M
Ashworth Wealth, LLC	Typical 29%	78	270	$1M
Harvey Capital Management Inc	Very High 62%	100	162	$3.3M
Holderness Investments Co	Typical 29%	93	324	$1.9M
Leibman Financial Servces, Inc.	Low 25%	67	270	$640K
LifeGoal Investments, LLC	Very High 85%	230	270	$1.2M
Meritas Wealth Management, LLC	High 53%	172	324	$1.8M
Northern Financial Advisors, Inc.	Very High 58%	188	324	$2.1M
Riverpoint Wealth Management	Very High 69%	150	216	$4.2M
Wealthtrak Advisors	Low 23%	63	270	$710K
Yarger Wealth Strategies, LLC	Very High 70%	152	216	$2.4M
Sachetta, LLC	High 44%	259	595	$1.7M
Resurgent Advisors	Low 22%	82	379	$920K
Founders Capital Management, LLC	Very High 62%	134	217	$4.1M
Element Wealth, LLC	Low 19%	122	652	$820K
Traction Financial Partners	Very High 61%	198	326	$840K
BCU Wealth Advisors, LLC	Low 15%	131	870	$750K
Mosley Wealth Management, Inc.	Very Low 12%	83	707	$400K
Morton Brown Family Wealth LLC	High 46%	125	272	$1.8M
Precision Wealth Strategies, LLC	Very High 65%	282	436	$1.3M
Financial Synergies	Very High 60%	558	927	$1.9M
Rather & Kittrell, Inc.	Typical 38%	369	982	$1.3M
Continuum Wealth Advisors, LLC	Typical 32%	104	328	$1M
Rs Crum Inc.	Very High 57%	186	328	$2.2M
Cadent Capital Advisors, LLC	Low 25%	152	602	$1.3M
LVW Advisors, LLC	High 50%	247	493	$3.3M
Centerpoint Advisory Group, LLC	Typical 35%	97	274	$960K
MIAI, Inc.	Very Low 12%	32	274	$760K
Capital Wealth Management, LLC	Very High 70%	423	603	$1.3M
Bass and Bell, Inc.	Very High 67%	220	329	$2.7M
AMB Wealth, LLC	Low 20%	175	878	$1M
CPC Advisors, LLC	Very Low 11%	105	934	$1.6M
Henderson Brothers Financial Partners LLC	Typical 33%	342	1,044	$390K
Gerber, LLC	Very High 69%	151	220	$2.7M
Rademacher Financial, Inc.	Very Low 13%	44	330	$570K
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
Vault Wealth	Very Low 13%	37	275	$220K
Sky Investment Group LLC	Very High 100%	386	386	$2.4M
Cimarron Wealth Management, Inc.	Very Low 13%	74	552	$550K
Lewis Asset Management	Typical 39%	109	276	$1.4M
Centerpoint Advisors, LLC	Typical 40%	201	498	$1.5M
Dixon Financial Services	High 46%	154	332	$3.2M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
Spartan Wealth Management	Very High 70%	813	1,165	$1.3M
Mv Capital Management, Inc.	Very High 66%	295	444	$2.3M
Optima Asset Management Inc	Very High 87%	97	111	$5.9M
InterWealth Management, LLC	Low 27%	76	278	$1.1M
LifePlan Group	High 50%	140	278	$1.2M
Burton Enright Welch	Very High 61%	371	612	$2.3M
Elevate Wealth Advisory, Inc.	Low 17%	107	613	$610K
Washington Trust Advisors	High 51%	400	781	$2.6M
Guide Advisors, Inc.	Very Low 0%	—	279	—
Watts Gwilliam & Company, LLC	Very High 91%	458	503	$2M
Aspect Partners, LLC	High 45%	126	280	$1.4M
Diesslin Group, Inc.	High 53%	147	280	$2.3M
Martha's Vineyard Investment Advisors, LLC	Typical 34%	113	336	$810K
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Spectrum Strategic Capital Management, LLC	Typical 31%	86	280	$890K
25 Financial	High 50%	250	505	$1.1M
Atticus Wealth Management	Typical 37%	147	393	$1.3M
Marathon Capital Management	Very High 65%	182	281	$1.8M
Transcendent Capital Group	Low 14%	71	506	$710K
Clare Market Investments, LLC	High 49%	110	225	$2.8M
Buckman Advisory Group LLC	Typical 30%	255	844	$290K
Monument Group Wealth Advisors, LLC	Very High 88%	149	169	$4M
Shotwell Rutter Baer Inc	Low 22%	62	282	$650K
Blue Ridge Wealth Planners	Very Low 9%	69	790	$450K
Wealth Management CPAs, LLC	Low 15%	59	395	$830K
Financial Perspectives	High 42%	309	734	$1.6M
Diversified Management Inc	Very High 63%	212	339	$5.2M
Leisure Capital Management, Inc.	High 50%	169	339	$2.5M
The H Group, Inc.	Low 20%	147	735	$710K
BCM Advisors, LLC	High 42%	165	396	$1.4M
Fortress Planning Group	Low 24%	68	283	$1.2M
Green Ridge Wealth Planning LLC	Typical 36%	103	283	$1.3M
Palumbo Wealth Management LLC	High 56%	158	283	$1.9M
Strategic Financial Partners, LTD	Low 25%	86	340	$940K
Ballast, Inc.	High 48%	217	454	$1.6M
Contravisory Investment Management, Inc.	Typical 39%	88	227	$2.2M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
GBM Wealth Management, Inc.	Very Low 12%	60	511	$480K
Kaizen Financial Strategies, LLC	Low 19%	55	284	$970K
LCM Capital Management Inc.	High 42%	193	455	$780K
Beck Bode LLC	Low 18%	174	968	$680K
SFMG Wealth Advisors	High 51%	496	968	$3M
Axim Planning & Wealth	Very Low 12%	33	285	$420K
Bond & Devick Wealth Partners	Very High 64%	330	513	$1.3M
CAP Partners, LLC	Low 15%	58	399	$640K
DHJJ Financial Advisors	High 54%	216	399	$1.5M
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Leelyn Smith, LLC	Low 27%	216	799	$1.1M
Snider Financial Group	Typical 31%	159	514	$1.1M
Range Financial Group, LLC	Typical 33%	130	400	$1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Cambient Family Office, LLC	Very High 100%	172	172	$3M
Triangle Wealth Management	High 56%	289	516	$2.5M
Signet Financial Management, LLC	High 46%	320	689	$1.6M
ARCH Global Advisors, LLC	Typical 33%	132	402	$490K
Knightsbridge Wealth Management	Very High 64%	333	517	$1.9M
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
JOURNEY WEALTH MANAGEMENT	Typical 34%	290	862	$1.6M
YHB Investment Advisors Inc	Typical 33%	360	1,092	$1.8M
Cooper/Haims Advisors, LLC	High 56%	292	518	$2.2M
Castle Coast Wealth, LLC	High 47%	136	288	$1.3M
Axient Investment Advisors LLc	Typical 36%	271	749	$580K
Aptus Financial, LLC	Very Low 0%	—	634	—
Middleton & Company Inc.	Very High 69%	238	346	$3.1M
Mattern Capital Management, LLC	Very High 58%	235	404	$2.6M
The Norden Group LLC	Low 23%	295	1,271	$1.4M
Prospect Financial Services LLC	Low 14%	74	520	$630K
Capital Planning, LLC	Very High 59%	171	289	$2.1M
Dopkins Wealth Management, LLC	High 48%	140	289	$2.4M
Gilman Hill Asset Management, LLC	Very High 88%	255	289	$2.6M
WaterRock Wealth Management	Very Low 13%	37	289	$530K
Verus Financial Partners	High 42%	265	636	$1.9M
California Capital Management	Typical 32%	112	347	$1M
Endeavor Private Wealth, Inc.	Typical 33%	172	521	$1.1M
Ackerman Capital Management	Very High 81%	141	174	$3.2M
Builder Investment Group	High 46%	80	174	$5.2M
Castlekeep Investment Advisors	Very High 57%	66	116	$3.9M
Rock Point Advisors, LLC	Very High 65%	150	232	$2.6M
Stage Harbor Financial	Very High 64%	221	348	$3.2M
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Financial Symmetry Inc.	Very High 63%	546	872	$1.8M
RW Investment Management LLC	High 55%	417	758	$2M
EQ Wealth Management	Very High 70%	369	525	$1.8M
Heritage Financial LLC	Typical 38%	132	350	$1.1M
Hanson & Doremus Investment Management	High 43%	250	584	$1.7M
Capital Management Associates Inc	Typical 36%	317	877	$1.7M
Core Wealth Advisors, Inc.	Very High 76%	447	586	$1.2M
Proffitt & Goodson Inc.	Very High 58%	170	293	$2.6M
Torrey Growth & Income Advisors, LLC	Low 22%	64	293	$1.1M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Rogers Wealth Group, Inc.	High 52%	214	411	$2.3M
Normandy Investment Advisors	Low 24%	72	294	$900K
Thompson Davis & Co., Inc.	Very High 70%	206	294	$690K
Four Financial Management	Very Low 12%	41	353	$460K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Cypress Wealth Services, LLC	High 43%	356	825	$1.5M
Adams Asset Advisors LLC	Very High 100%	118	118	$7.1M
City Center Advisors, LLC	Very Low 13%	55	413	$390K
Kilter Group	Typical 29%	119	413	$670K
Momentum Advisors	Typical 38%	134	354	$990K
Connors Investor Services Inc	Very High 62%	367	591	$1.5M
The Wealth Group Austin B. Colby & Associates	High 47%	277	591	$1.2M
Canopy Wealth Management	High 49%	293	592	$1.9M
T&T Capital Management	Very Low 10%	30	296	$380K
Clearwater Capital Partners	Typical 35%	310	889	$1.4M
Etesian Wealth Advisors, Inc.	Very Low 5%	19	415	$1.1M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
RTW Financial Advisors Inc	High 48%	85	178	$2.8M
Trinity Legacy Partners, LLC	Typical 38%	134	356	$1.4M
Nicollet Investment Management, Inc.	Very High 58%	171	297	$1.9M
Prestige Wealth Management	Very Low 7%	22	297	$500K
Arcadia Wealth Management, LLC	Low 14%	94	655	$670K
Embree Financial Group	High 43%	363	835	$1.6M
Team Wealth & Tax Advisors	Low 21%	74	358	$650K
Factor Wealth Management	Very High 73%	175	239	$3.3M
Gainplan LLC	Typical 39%	186	478	$820K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
B&C Financial Advisors	Low 27%	146	538	$1.1M
Investmark Advisory Group LLC	Typical 38%	225	598	$1.4M
American Investment Services Inc	High 44%	157	359	$1.9M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Trinity Portfolio Advisors, LLC	Low 18%	98	539	$850K
Insight Wealth Partners	Typical 33%	320	959	$1.2M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Low 15%	63	420	$1M
FMP Wealth Advisers	High 45%	328	721	$1.7M
Teeple Snyder Newsome Wealth & Tax Management	Low 20%	120	601	$480K
Dodds Wealth, LLC	High 43%	179	421	$1.6M
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Northbridge Financial Group, LLC	Typical 35%	170	482	$840K
Clear Harbor Asset Management, LLC	Very High 58%	451	784	$2.4M
MBM Wealth Consultants, LLC	Low 22%	131	604	$750K
Hobart Wealth	Low 23%	167	725	$770K
Headinvest	Very High 76%	322	423	$1.9M
Aspen Wealth Strategies, LLC	Typical 32%	115	363	$840K
Blume Capital Management, Inc.	Very High 72%	175	242	$3.5M
Providence Capital Advisors, LLC	Very High 60%	254	424	$2.5M
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
Peak Retirement Planning, Inc.	Typical 38%	345	910	$690K
Encompass Advisory Services, LLC	Very Low 8%	33	425	$280K
Grant Street Asset Management Inc	Typical 40%	168	425	$1.6M
Ranch Capital Advisors Inc.	Low 27%	114	425	$910K
Stevens Capital Partners	Very Low 8%	43	547	$930K

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