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
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
Astra Wealth Management Group	Typical 36%	344	964	$1.6M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Northstar Asset Management Company, LLC	Very High 61%	99	161	$4.1M
Paradigm Investment Advisory, LLC	Very High 87%	563	644	$610K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
Barlow Wealth Partners, LLC	Very High 77%	312	403	$3.2M
Ameraudi Asset Management, Inc.	Very High 94%	832	888	$2.2M
Park Square Financial Group LLC	Very Low 11%	45	404	$520K
Seamount Financial Group Inc	Typical 37%	181	485	$1.5M
IFG Advisors, LLC	High 53%	298	566	$1.8M
Invest Capital Partners	Low 14%	93	647	$390K
Rea Wealth Management	Low 21%	185	890	$930K
Clayton Financial Group, LLC	Very High 69%	167	243	$3.2M
Hemsley Advisors, Ltd.	Typical 39%	127	324	$1.9M
Redwood Wealth Management, LLC	High 51%	123	243	$3.4M
White Lighthouse Investment Management, Inc.	High 42%	170	405	$2.3M
Opal Wealth Advisors, LLC	High 46%	334	730	$1.5M
Vantage Point Wealth Management	Low 27%	328	1,219	$270K
Means Wealth Management	Typical 30%	394	1,302	$1.1M
Hill Country Group	Very Low 12%	49	407	$350K
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Elevatus Wealth Management, LLC	High 42%	136	326	$1.5M
Horizon Financial	Low 16%	120	734	$700K
Fortitude Financial LLC	Low 17%	69	408	$690K
Old Port Advisors	Low 26%	215	816	$830K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Apriem Advisors	Typical 33%	346	1,062	$1.3M
AlbanyAdvisor Group LLC	Low 17%	70	409	$740K
Sherrill & Hutchins Financial Advisory Inc	High 50%	206	409	$1.5M
Cornerstone Wealth	Very Low 13%	319	2,373	$1M
Carr Financial Group	Typical 32%	183	574	$1.3M
Pathworks Financial, Inc.	Very Low 12%	48	410	$670K
RIA Advisory Group, LLC	Very Low 5%	101	1,968	$280K
Boldin Advisors	Very High 63%	516	821	$0
Studio Investment Management	High 55%	180	329	$2.1M
Essex LLC	Typical 28%	162	576	$1.1M
Bush Wealth Management	Low 16%	79	494	$500K
Moisand Fitzgerald Tamayo, LLC	High 43%	389	906	$1.5M
Eldridge Investment Advisors Inc.	High 50%	329	659	$930K
Droms Strauss Wealth Management	High 47%	192	412	$1.9M
FPNavigators	Low 17%	70	412	$810K
Retirement Strategies, Ltd.	Low 18%	75	412	$640K
Wealth Management Associates, Inc.	Low 24%	216	907	$720K
Duncker Streett & Co.	Very High 57%	94	165	$3.1M
Sentinel Asset Management, LLC	Very Low 0%	—	495	$130K
Cheviot Value Management, LLC	High 50%	287	578	$1.9M
Wealthshield Partners, LLC	Low 25%	287	1,156	$1.1M
Elderado Financial, Inc.	Low 15%	62	413	$570K
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Miramontes Capital, LLC	Low 15%	111	744	$530K
New Wave Wealth Advisors	Low 22%	111	496	$770K
Washington Avenue Advisors	Very Low 13%	83	662	$460K
Wedgewood Partners, Inc.	High 44%	145	331	$1.2M
Hassell Wealth Management	Low 23%	94	414	$940K
MTM Investment Management, LLC	Very High 57%	238	414	$1.6M
Rodgers & Associates	High 55%	549	994	$1.6M
TFB Advisors, LLC	Very Low 13%	170	1,326	$600K
Fragasso Financial Advisors	Typical 37%	758	2,073	$1.3M
Addison Capital	High 55%	137	249	$2.2M
Rainey & Randall Wealth Advisors, Inc.	Very High 59%	196	332	$2.8M
Generational Wealth, Inc.	Low 15%	99	665	$590K
Caldwell Advisors, LLC	High 50%	250	499	$680K
KingsMark Private Financial Advisors, LLC	High 41%	170	416	$930K
Smithbridge Asset Management, Inc.	Typical 32%	161	500	$1.5M
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Oath Planning, LLC	Very Low 12%	58	502	$570K
Regatta Capital Group, LLC	High 43%	471	1,088	$1.2M
Lifestyle Asset Management, INC.	Low 18%	163	922	$600K
BDFS Capital LLC	Very Low 10%	75	756	$540K
G&S Capital LLC	Typical 37%	157	421	$1.1M
Sound View Wealth Advisors Group, LLC	High 49%	455	927	$2.4M
The Salvetti Group	Low 27%	162	590	$1.1M
TrueNorth Wealth	Typical 31%	259	843	$1.3M
Birchwood Financial Partners, Inc.	Very High 58%	440	759	$1.1M
PAX Financial Group	Very Low 13%	174	1,350	$550K
Founders Grove Wealth Partners, LLC	Very High 70%	119	169	$3.1M
Selby Wealth Management	Very High 66%	112	169	$2.8M
George M. Hiller Companies, LLC	Typical 39%	165	423	$430K
SGH Wealth Management	High 50%	213	423	$1.3M
Varra Financial	Low 18%	92	508	$590K
Quad-Cities Investment Group, LLC	Low 23%	137	593	$600K
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Romano Wealth Management	High 51%	478	934	$1.5M
Baxter Investment Management	High 52%	222	425	$2.6M
Bayntree Wealth Advisors, LLC	Low 20%	104	510	$470K
Navalign, LLC	Typical 35%	241	680	$980K
Price Financial Group Wealth Management, Inc.	Very Low 3%	15	511	$330K
Research Financial Strategies	Low 18%	93	511	$470K
Apex Strategic Wealth, LLC	Low 20%	118	597	$480K
Kuhn Advisors, Inc.	Very High 78%	200	256	$3.1M
The Wealth Collaborative, Inc.	Very High 60%	153	256	$3.1M
Waypoint Wealth Counsel LLC	Very High 60%	154	256	$3.1M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Prosperity Financial Group, Inc.	Low 20%	122	598	$820K
Alliance Wealth Advisors, LLC	Low 18%	139	770	$720K
Epsilon Financial Group, Inc.	Typical 38%	164	428	$1.4M
Vickerman Investment Advisors, Inc.	Typical 35%	150	428	$1.5M
HFG Wealth Management, LLC	High 41%	174	429	$1.1M
Proactive Wealth Strategies, LLC	Low 24%	105	429	$710K
TradeWell Tax & Financial	Low 17%	71	429	$640K
Summit Asset Management LLC	Typical 39%	200	515	$1.9M
Frisch Financial Group, Inc.	Very High 60%	358	601	$1.5M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Cura Wealth Advisors, LLC	Very High 68%	117	172	$3.1M
West Michigan Advisors	Very Low 12%	160	1,378	$560K
Foster Victor	High 45%	734	1,638	$1.6M
IVC Wealth Advisors LLC	Low 17%	87	518	$840K
Modus Advisors, LLC	High 47%	162	346	$1.7M
SPG Advisors LLC	Low 23%	159	692	$770K
DLK Investment Management	Very Low 7%	31	433	$730K
Allied Investment Advisors LLC	Typical 32%	307	953	$1M
Bookends Financial Planning	Low 17%	89	520	$650K
Joel R. Mogy Investment Counsel Inc.	Very High 80%	208	260	$8.1M
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Kiplinger Wealth Advisors	Low 14%	61	434	$600K
Van Hulzen Financial Advisors	Low 27%	369	1,389	$1.2M
Marks Group Wealth Management, Inc.	High 52%	408	782	$1.9M
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Draper Asset Management, LLC	Very Low 11%	59	522	$370K
Paratus Financial, Inc.	Very High 78%	68	87	$8.7M
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Platform Technology Partners	Typical 39%	336	871	$1.4M
HIGH FALLS ADVISORS, Inc.	Low 27%	210	784	$870K
Granite Bay Wealth Management, LLC	Low 27%	164	610	$910K
Financial Freedom House	Very Low 10%	50	523	$290K
Structured Wealth Management, Inc.	Very Low 0%	—	523	$430K
Ridgeline Wealth Planning LLC	Low 21%	90	436	$590K
Smb Financial Services, Inc.	Very Low 13%	55	436	$390K
FSA Wealth Partners	Typical 33%	231	698	$1.1M
Gray Private Wealth, LLC	Very High 58%	152	262	$1.8M
Wela Financial Advisory	Very Low 12%	52	437	$1.5M
Berkshire Money Management, Inc.	Typical 38%	335	875	$1.3M
GK Wealth Management LLC	Low 24%	125	525	$490K
Matauro, LLC	Typical 40%	354	876	$1.2M
My Prosper Team	Very Low 10%	44	438	$130K
SFE Investment Counsel Inc.	Low 22%	193	877	$760K
Foundation Wealth Management, LLC	High 55%	194	351	$1.7M
Center for Financial Planning Inc	Low 27%	408	1,496	$1.3M
E & G Advisors, LLC	High 48%	168	352	$1.9M
Prestige Wealth Management Group, LLC	High 41%	182	440	$1.5M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
Level Financial Advisors, Inc.	Typical 34%	242	705	$1.2M
Seneca Financial Advisors LLC	High 45%	159	353	$2.3M
Arrowroot family office, LLC	High 42%	595	1,413	$290K
FRG Family Wealth Advisors	High 43%	113	265	$2.9M
Stewardship Advisory Group, LLC	Low 25%	132	530	$580K
David Wendell Associates, Inc.	High 47%	208	442	$2.4M
Innovative Advisory Partners, LLC	Very Low 12%	52	442	$800K
AllGen Financial Advisors, Inc.	Very Low 9%	99	1,062	$420K
Dock Street Asset Management Inc.	High 51%	90	177	$6.1M
King Wealth Management Group, LLC	Typical 35%	248	708	$1.5M
McGlone Suttner Wealth Management, Inc.	High 41%	290	708	$1.4M
Blakeslee & Blakeslee Financial Advisers Inc.	Low 15%	121	797	$480K
The Advisory Resource Group, LLC	Low 21%	147	709	$1.3M
Dean, Jacobson Financial Services	Typical 32%	170	532	$810K
Rhodes Investment Advisors, Inc.	Very Low 0%	—	799	$370K
Insight Financial Services	Typical 29%	130	444	$480K
Integral Wealth Management	Typical 35%	157	444	$1.4M
Convergence Financial	Low 24%	647	2,665	$330K
TCP Asset Management, LLC	Very Low 13%	287	2,221	$530K
Hibernia Wealth Partners, LLC	Typical 37%	230	623	$560K
Shulman Demeo Asset Management, LLC	High 49%	176	356	$2.3M
RDA Financial network	Very Low 2%	26	1,514	$440K
Seasons of Advice Wealth Management	High 41%	368	891	$1.4M
Meyers Wealth Management, LLC	High 41%	325	802	$2.2M
Personal CFO Solutions LLC	Very High 62%	387	624	$2.6M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
O'Keefe Stevens Advisory, Inc.	High 44%	157	357	$1.6M
FPL Capital Management, LLC	Very High 67%	179	268	$3.1M
FSB Premier Wealth Management, Inc.	Very Low 13%	116	894	$470K
Tandem Financial, LLC	Typical 30%	135	447	$1.1M
J.P. King Advisors, Inc.	Typical 39%	174	448	$2M
Fusion Family Wealth, LLC	High 56%	200	359	$3.8M
Cornerstone Advisory	High 56%	452	808	$2.5M
Kavar Capital Partners	High 51%	230	449	$2.9M
Cornerstone Securities LLC	Very Low 10%	88	900	$230K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
O'Hagan Group, Inc.	High 44%	394	900	$1.4M
The Millstone Evans Group, LLC	Typical 33%	210	630	$1.4M
Wolff Financial Management LLC	High 43%	155	360	$1.7M
Focused Alpha, LLC	Low 24%	128	541	$910K
626 Financial, LLC	Low 27%	122	451	$830K
Compass Advisors	Typical 34%	121	361	$1.2M
Common Cents Planning	Typical 32%	144	452	$1.1M
Eagle Wealth Management Group Inc.	Typical 29%	129	452	$770K
Auxano Advisors	Typical 37%	268	724	$2.4M
Delta Asset Management, LLC	High 44%	240	543	$2.6M
Probity Advisors, Inc.	Typical 28%	152	543	$1.2M
Smith & Wyatt	Very Low 5%	33	724	$290K
Compass Financial Advisors LLC	Low 23%	145	634	$310K
Quaker Wealth Management LLC	Typical 31%	140	453	$990K
H Financial Management	Typical 31%	166	544	$1M
Forum Private Client Group	Low 18%	115	635	$630K
Guidestone Advisors	Typical 34%	717	2,087	$940K
Plan A Wealth, LLC	Low 26%	163	637	$650K
Waddell & Associates, LLC	Typical 31%	306	1,001	$2.2M
Souders Financial Advisors, LLC	Low 18%	231	1,275	$890K
Marion Wealth Management	Typical 36%	164	456	$1.2M
PR Wealth Management Group	Very Low 8%	36	456	$350K
Legacy Wealth Management, LLC	High 46%	674	1,460	$1.6M
Shepherd Financial Partners, LLC	High 47%	344	730	$1.7M
The Hoerner Planning Group, LLC	High 44%	161	365	$3.8M
FBB Capital Partners	Very Low 2%	16	1,004	$2.4M
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Skinner, Copper & Ehmen Wealth Management, LLC	Typical 28%	155	549	$1.1M
Windsor Capital Management, LLC	Typical 40%	183	458	$1.4M
Tradition Wealth Management LLC	Low 27%	572	2,107	$960K
Holistic Wealth Advisors	Low 18%	116	642	$430K
Salomon and Ludwin	Very High 57%	263	459	$2.9M
Widmann Financial Services	Low 22%	123	551	$820K
MG&A Wealth	Typical 36%	231	644	$1.5M
Tencap Wealth Coaching	Very Low 7%	55	736	$370K
Hilltop Wealth & Tax Solutions	Low 23%	194	829	$740K
Ruedi Wealth Management, Inc.	Low 27%	126	461	$1M
NOVA FINANCIAL SERVICES	Low 20%	144	738	$640K
Biondo Investment Advisors LLC	Low 24%	266	1,108	$990K
Warner Wealth	High 45%	330	739	$600K
Alpha Capital Management	High 44%	201	462	$1.8M
Gradient Capital Advisors, LLC	High 56%	257	462	$1.6M
Cahill Financial Advisors, Inc.	High 49%	541	1,109	$1.6M
Breakwater Capital Group	Very High 65%	239	370	$2.8M
Prairie Wealth Advisors, Inc.	Low 27%	100	370	$1.4M
Capital Investment Counsel, LLC	Very High 68%	317	463	$2.7M
Financial Action, Inc.	Very Low 7%	32	464	$220K
Defender Capital	Very High 69%	129	186	$2.4M
West Branch Capital LLC	High 46%	171	372	$1.8M
Hoxton Planning & Management, LLC	High 46%	172	373	$1.6M
Presilium Private Wealth, LLC	Very High 61%	228	373	$1.8M
BlueStem Wealth Partners, LLC	Low 21%	345	1,679	$660K
Delta Advisory Group, Inc.	Very Low 12%	55	468	$460K
Tar River Wealth Planning, LLC	Low 20%	96	469	$790K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Cora Capital Advisors	Typical 33%	248	752	$880K
Shorehaven Wealth Partners, LLC	High 45%	171	376	$1.3M
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Ascent Wealth Partners, LLC	Low 25%	258	1,036	$1.3M
MyTimeEquity	Very High 80%	378	471	$330K
Terril & Company	High 45%	214	471	$1.9M
Greene Wealth Management, LLC	High 53%	199	377	$3.3M
Jackson Thornton Wealth Management, LLC	Typical 38%	355	943	$2M
Cyr Financial Inc.	Very Low 10%	46	472	$380K
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Mack Investment Securities, Inc.	High 43%	282	661	$450K
HCM Wealth Advisors	Typical 39%	334	850	$1.3M
ForthRight Wealth Management, LLC	High 47%	266	567	$1.3M
KOM Wealth Management Group, LLC	Typical 28%	156	567	$720K
Mraz and Associates	High 47%	221	473	$1.8M
Triton Wealth Management, PLLC	Low 17%	147	853	$470K
Integrated Financial Strategies, LLC	Typical 32%	152	474	$680K
Outlook Wealth Advisors, LLC	Typical 33%	188	569	$1M
Absher Wealth Management, LLC	Very High 57%	377	665	$1.8M
Cortland Associates Inc	Very High 57%	217	380	$2.4M
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services	Low 18%	86	475	$1.8M
RIA Advisors	Typical 35%	434	1,235	$1.4M
Waller Financial Planning Group, Inc.	High 43%	243	570	$1.3M
Burkett Financial Services, LLC	High 41%	197	476	$1.2M
Stark Wealth Management LLC	Low 19%	92	476	$490K
The Wealth Alliance, LLC	Typical 39%	443	1,144	$1.7M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
Pettinga Financial Advisors, LLC	Typical 38%	257	668	$1.6M
Evergreen Wealth	Low 24%	139	573	$1.1M
Basepoint Wealth, LLC	Low 21%	261	1,242	$660K
Lantz Financial LLC	Typical 38%	255	669	$1.5M
Market Street Wealth Management	Low 19%	202	1,052	$790K
Base Wealth Management	Very Low 3%	26	861	$380K
Cardinal Capital Management Inc	High 53%	151	287	$2.7M
Carl P. Sherr & Co., LLC	Very High 65%	187	287	$1.7M
Keudell Morrison Wealth Management, LLC	Low 23%	178	766	$1M
Burgess Investment Group, LLC	Very Low 9%	78	862	$170K
Christian Financial Advisors	Low 18%	86	479	$460K
Mag Cap	Low 16%	236	1,437	$650K
Axiom Financial Strategies Group, LLC	Low 19%	108	575	$600K
Optima Capital LLC	Very Low 12%	81	671	$570K
Dahring \| Cusmano and Associates	Low 18%	154	863	$560K
Financial Insights Wealth Management	Typical 31%	235	768	$970K
Ogorek Wealth Management, LLC	Very High 60%	115	192	$2.4M
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
Wilson Wealth Management Group, L. L. C.	Very Low 3%	12	480	$100K
Lifelong Wealth Advisors, Inc.	Low 23%	195	865	$820K
Three Cord True Wealth Management, LLC	High 44%	254	577	$550K
Capital Advisors, Ltd., LLC	High 56%	597	1,058	$1.2M
Navista Wealth Management, Inc.	High 51%	196	385	$1.7M
Palisade Investments, LLC	Low 24%	136	578	$570K
Form Wealth Advisors, LLC	Low 18%	142	771	$1.3M
Greater Midwest Financial Group, LLC	Low 21%	141	678	$780K
Gilliland Jeter Wealth Management, LLC	Low 19%	55	291	$1.8M
JLB & Associates Inc	High 56%	164	291	$3.1M
Lesko Securities Inc.	Low 14%	166	1,166	$610K
LYNCH & Associates	Low 24%	164	681	$1.2M
Hudock Capital Group	Typical 30%	264	876	$1.1M
DiNuzzo Private Wealth, Inc.	High 44%	339	779	$1.5M
Gettings Busch Wealth Management	Low 23%	202	877	$610K
Pinnacle Financial Group LLC	High 50%	196	390	$1.7M
Brophy Wealth Management, LLC	Typical 38%	148	391	$1.4M
Longview Wealth Management	Low 25%	295	1,173	$980K
Lakeridge Wealth Management LLC	Low 22%	236	1,076	$670K
A4 Wealth Advisors LLC	Low 25%	146	587	$360K
Premier Wealth Advisors, LLC	Typical 36%	177	490	$1.3M
Prostatis Financial Advisors Group	Very Low 8%	131	1,568	$390K
Stonehearth Capital Management	Low 27%	131	490	$870K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
L & S Advisors, Inc	Low 18%	172	981	$920K
Madison Advisory Services, Inc.	Low 19%	203	1,080	$470K
Bauman Wealth Advisors	Very Low 9%	44	491	$420K
Empire Financial Management Company, LLC	Very High 75%	733	982	$690K
HHM Wealth Advisors, LLC	Typical 30%	352	1,180	$1.2M
Pinney & Scofield, Inc.	Very High 75%	221	295	$2.9M
Wealth Management Resources, Inc.	Very Low 12%	69	590	$600K
Great Oak Capital Partners, LLC	Low 24%	144	591	$790K
Rowland Miller + Partners LLC	Very High 58%	115	197	$3.1M
Symphony Financial Services, Inc.	Very Low 12%	71	591	$560K
VIMA, LLC	Very Low 3%	39	1,182	$190K
Elevated Financial Group	Low 19%	133	690	$510K
Moller Wealth Partners	High 46%	137	296	$2.6M
Woodward Diversified Capital, LLC	Typical 28%	111	396	$900K
Charter Oak Capital Management	Typical 33%	456	1,389	$1.1M
3Edge Asset Management, LP	Low 24%	356	1,489	$750K
Armstrong Advisory Group Inc.	High 50%	741	1,489	$1.1M
EQ Wealth Advisors	Typical 34%	100	298	$1.9M
Heritage Investment Group, Inc.	High 50%	444	894	$2.4M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
The Planning Center, Inc.	Typical 36%	325	895	$1.5M
Allen Capital Group, LLC	Low 19%	410	2,189	$650K
Hedeker Wealth LLC	High 55%	109	199	$2.9M
Straight Path Wealth Management	Very Low 10%	87	897	$480K
Young Richard C & Co Ltd	Very High 63%	505	798	$2.2M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Altrius Capital Management, Inc.	High 50%	249	499	$1.4M
Claris Financial, LLC	Low 27%	161	599	$540K
Snyder Wealth Group	Very Low 9%	55	599	$620K
Creekmur Asset Management, LLC	Very Low 12%	225	1,897	$420K
Grey Ledge Advisors, LLC	Low 18%	142	799	$670K
Annandale Capital, LLC	Very High 83%	165	200	$5.5M
Landaas & Company	Typical 34%	617	1,800	$1.1M
Pearson Financial Services	Very Low 0%	—	500	—
Revere Asset	Low 21%	105	500	$820K
Stephens Group Asset Management, LLC	High 56%	111	200	$6.6M
Pine Grove Financial Group	Typical 36%	506	1,404	$1.1M
Northwest Financial Advisors LLC	Low 17%	326	1,908	$640K
Disciplined Equity Management, Inc.	High 55%	110	201	$2.5M
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Graham Capital Wealth Management, LLC	Very Low 9%	62	705	$350K
Pinnacle Family Advisors, LLC	Very Low 12%	105	907	$330K
Cullen Investment Group	Typical 39%	236	605	$1.4M
Townsend	Typical 34%	511	1,514	$1M
Seneca House Advisors	High 51%	155	303	$1.7M
Simplified Wealth Management	Very Low 13%	91	707	$310K
PCG Wealth Management	Very Low 13%	233	1,819	$490K
Pinnacle Wealth Advisors	Very Low 9%	74	810	$580K
First Kentucky Securities Corporation	Low 27%	413	1,521	$360K
IMG Wealth Management, Inc.	Very Low 4%	29	710	$300K
Aviso Wealth Management	Low 17%	158	913	$640K
Parisi Gray Wealth Management, LLC	High 53%	108	203	$3.9M
Innova Wealth Partners, LLC	Low 27%	137	508	$550K
Griffiths, Dreher & Evans, P.S., CPAs	Very Low 8%	77	915	$340K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Manchester Financial Inc	Typical 32%	322	1,018	$1M
Auctus Advisors LLC	Very High 63%	129	204	$3M
Steginsky Capital LLC	High 55%	56	102	$4.3M
Veridian Capital Partners	Typical 39%	318	816	$670K
Synergy Financial Partners, LLC	Low 16%	83	511	$570K
Inspirion Wealth Advisors, LLC	High 47%	428	920	$1.5M
TMB Capital Partners, LLC	Low 15%	63	409	$1.4M
Clayton Wealth Partners	Low 15%	110	716	$1.1M
Global Wealth Strategies and Associates, LLC	Very Low 13%	116	921	$490K
Shadowridge Asset Management, LLC	Very Low 9%	53	614	$210K
Virtus Wealth Solutions	Typical 36%	109	307	$1.8M
Trebuchet Consulting, LLC	High 54%	220	410	$2.6M
Axius Advisors LLC	Very Low 10%	118	1,231	$510K
Concord Wealth Partners	Low 21%	258	1,232	$820K
M2 Financial LLC	Very Low 1%	7	514	$160K
Silverlake Wealth Management LLC	Low 25%	254	1,028	$790K
TSFG, LLC	Low 24%	315	1,337	$740K
Willow Creek Wealth Management, Inc.	High 55%	561	1,029	$2.1M
Moment Partners, LLC	High 52%	216	412	$2.2M
PACE Financial Advisors	Very Low 6%	79	1,240	$290K
Sims Investment Management LLC	Very Low 13%	67	517	$580K
AdviceOne Advisory Services, LLC	High 54%	783	1,449	$1.4M
Newman Dignan & Sheerar, Inc.	High 48%	249	518	$1.3M
Note Advisors, LLC	Very Low 10%	53	518	$700K
Galvin, Gaustad & Stein, LLC	High 53%	440	831	$1.6M
Mitchell, Mcleod, Pugh & Williams, Inc.	High 42%	397	935	$1.9M
Capital A Wealth Management	Very Low 12%	139	1,143	$500K
Catalyst Private Wealth, LLC	Very High 79%	410	521	$710K
Money Management Services Inc	Typical 29%	153	521	$850K
Wiser Wealth Management, Inc	Typical 30%	156	521	$960K
Davidson Capital Management, Inc	High 43%	178	417	$1.2M
Northwest Wealth Management, LLC	Very Low 11%	223	2,085	$460K
American Capital Management Inc	Very High 100%	313	313	$3.7M
DBS Investment Advisers, LLC	Very Low 7%	35	523	$300K
Peak Planning Group, LLC	Low 21%	174	838	$850K
Capstone Wealth Management Group, LLC	Low 16%	82	524	$670K
Hughes Financial Services, LLC	Typical 34%	282	839	$910K
Rosemeyer Management Group	Low 21%	243	1,154	$750K
CarsonAllaria Wealth Management, LTD.	Low 27%	170	631	$900K
Torray Investment Partners LLC	Very Low 12%	63	526	$700K
Wealthspan Partners, LLC	High 42%	219	526	$860K
Freedom Day Solutions, LLC	Typical 40%	170	421	$1.5M
Bill Few Associates, Inc.	Very Low 3%	83	2,954	$910K
Wealthquest Corporation	Typical 36%	571	1,583	$1.4M
Fitzwilliams Wealth Management Inc.	Very Low 13%	82	634	$190K
Linden Thomas Advisory Services, LLC	Typical 34%	432	1,268	$1.3M
Cozad Asset Management Inc	High 44%	935	2,116	$1.2M
Purus Wealth Management, LLC	Low 15%	96	635	$710K
Vantage Wealth Management, LLC	High 42%	264	635	$1.8M
WMG Financial Advisors, LLC	Very Low 7%	104	1,589	$290K
Rightoak Asset Management, LLC	Very Low 1%	8	742	$150K
Affinity Capital Advisors LLC	Typical 39%	206	531	$1.6M
Enrich Financial Partners LLC	Very High 68%	288	425	$1.3M
Goldstein Advisors, LLC	Typical 31%	334	1,069	$1M
Fortis Group Advisors LLC	Very Low 7%	190	2,566	$310K
Dumont & Blake Investment Advisors LLC	High 48%	205	428	$1.3M
Apeiron	High 45%	526	1,178	$690K
Payne Capital Management, LLC	Typical 36%	349	964	$1.3M
First Financial Coaching, Inc.	Very Low 12%	186	1,500	$440K
Highmark Wealth Management LLC	Typical 40%	171	429	$1.4M
Lighthouse Financial Advisors, Inc.	High 48%	208	429	$2.4M
Chicago Investment Advisory Group	Very Low 7%	54	751	$350K
Claris Advisors, LLC	High 43%	140	322	$2.7M
Hilton Head Capital Partners, LLC	Low 15%	95	646	$600K
St. Denis J. Villere & Co., LLC	Very High 59%	190	323	$2.8M
Fourthought Financial Partners, LLC.	High 41%	401	970	$1.8M
Early McClintic & McMillan, LLC	Very Low 11%	68	647	$990K
Sykon Capital LLC	Very High 60%	390	647	$510K
Alliance Wealth Advisors, LLC	Very Low 9%	60	648	$760K
Financial Council, LLC	High 53%	343	648	$2M
LM Advisors LLC	High 55%	295	540	$4.5M
Hancock Whitney Investment Services Inc.	Very Low 0%	2	865	$330K
McElhenny Sheffield Capital Management, LLC	Very Low 13%	99	757	$670K
All Star Financial	Typical 35%	188	541	$1.3M
California Financial Advisors	High 44%	666	1,517	$1.5M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
The Nemes Rush Group, LLC	High 45%	341	759	$1.9M
Kerr Wealth Management	Low 24%	131	543	$240K
IBEX Wealth Advisors, LLC	High 46%	400	869	$1.4M
White Pine Investment Co	Typical 33%	107	326	$1.6M
Oldfather Financial Services	Very Low 7%	30	435	$1.1M
Anchor Investment Management	Typical 31%	239	763	$1.8M
Kercheville Advisors LLC	Typical 29%	96	327	$1.6M
Steffes Financial, Ltd	High 42%	92	218	$1.6M
Alteri Wealth	Very Low 6%	20	328	$1.7M
TVAMP, LLC	Low 14%	355	2,516	$460K
Albitz/Miloe and Associates, Inc.	Typical 32%	212	657	$1.2M
Collegiate Capital Management, Inc.	High 47%	204	438	$1.5M
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
White Oaks Wealth Advisors, Inc.	Very High 78%	171	219	$2.8M
Avaii Wealth Management, LLC	Low 19%	184	986	$590K

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