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
Denver Wealth Management, Inc.	Low 21%	211	986	$540K
Penobscot Investment Management Company, Inc.	Very High 58%	317	548	$2.7M
Investment Management Associates	Very High 65%	213	329	$1.5M
Cornell Pochily Investment Advisors, Inc.	Typical 36%	199	549	$1.2M
Lees Monsour Group	Typical 32%	107	330	$1.8M
Empower Wealth Management	Typical 36%	201	551	$630K
Flaharty Asset Management, LLC	High 50%	556	1,104	$790K
SLP Wealth	Very Low 1%	16	1,657	$38K
Montz Harcus Wealth Management	Typical 33%	220	667	$1.2M
Peterson Wealth Services Inc.	Very Low 12%	54	445	$1.1M
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
Meld Financial, Inc.	Low 26%	287	1,114	$660K
Park Capital Management, LLC	Low 16%	87	557	$880K
LifeSteps Financial	Low 15%	97	669	$640K
Markowski Investments	Very Low 10%	119	1,227	$370K
Meridian Financial Partners LLC	Very High 57%	320	558	$1.1M
Bridgeport Financial Solutions	Low 27%	241	895	$1M
Marquette Wealth Management	High 51%	115	224	$3.5M
Altus Wealth Group, LLC	Low 23%	181	785	$780K
Richard W. Paul & Associates, LLC	High 52%	348	673	$550K
Stablepoint Partners, LLC	High 47%	263	561	$1.6M
Towerpoint Wealth, LLC	Typical 29%	161	561	$990K
Oak Lane Advisors	Typical 29%	259	898	$420K
Pettyjohn, Wood & White, Inc.	High 51%	287	562	$1.7M
Wealth Management Partners, LLC	Low 25%	193	787	$970K
Boltwood Capital Management	High 41%	92	225	$2.2M
Spinnaker Investment Group, LLC	Typical 29%	259	902	$1M
MSH Capital Advisors LLC	Very Low 8%	183	2,257	$440K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
MinichMacgregor Wealth Management, LLC	Low 21%	193	904	$730K
RBF Wealth Advisors	Low 22%	273	1,244	$540K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Firethorn Wealth Partners, LLC	High 44%	297	679	$710K
Instrumental Wealth, LLC	Low 20%	116	568	$870K
AdamsBrown Wealth Consultants LLC	Low 15%	264	1,818	$510K
Sittner & Nelson, LLC	High 42%	189	455	$2.1M
Finivi Inc.	Very Low 11%	73	683	$450K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
West Invest	Low 20%	136	684	$440K
Core Advisory Group	Low 23%	268	1,141	$290K
Nexus One Financial Advisors LLC	Low 27%	185	685	$810K
Allegiance Financial Group	Low 27%	153	571	$1M
WealthBridge Capital Management, LLC	Typical 32%	148	457	$1.6M
Advisers Investment Management, Inc.	Very Low 3%	19	572	$180K
Beacon Harbor Wealth Advisors	Typical 31%	180	572	$1M
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
OneAscent Wealth Management	Low 14%	126	916	$500K
LJI Wealth Management, LLC	Low 16%	231	1,490	$700K
Dedora Capital, Inc.	Low 23%	104	460	$1.2M
Moldenhauer & Associates	Low 20%	232	1,152	$660K
TSG Advice Partners, LLC	Low 24%	278	1,152	$740K
Stewart Wealth Management, Inc.	Very High 58%	201	346	$1.7M
WNY Asset Management, LLC	Very Low 12%	383	3,234	$530K
EPG Wealth Management LLC	High 49%	570	1,156	$460K
De Groote Financial Group, LLC	High 42%	147	347	$2.5M
TriaGen Wealth Management LLC	Typical 31%	107	347	$1.5M
Beese Fulmer Private Wealth Management	High 42%	342	810	$2.3M
Axiom Asset Management	Typical 39%	225	579	$1.5M
Cornerstone Financial Group	Very Low 10%	56	579	$380K
Cadence Wealth Management LLC	Low 16%	111	696	$640K
Cascade Investment Group, Inc.	Very Low 13%	78	580	$600K
Roseman Wagner Wealth Management	High 47%	273	580	$2.2M
Star Capital Inc.	Very Low 5%	33	697	$200K
FINANCIAL FOCUS LLC	High 51%	294	581	$930K
Beacon Bridge Wealth Partners, LLC	Very Low 11%	75	698	$600K
Strategy Financial Group	Low 15%	153	1,051	$350K
Sequoia Wealth Management, LLC	Very Low 6%	92	1,640	$370K
WealthCare Asset Management, LLC	Very Low 7%	42	586	$340K
CapWealth Advisors, LLC	Low 26%	366	1,407	$1.4M
SFG Wealth Management	High 47%	554	1,173	$600K
Argent Advisors, Inc.	Low 19%	271	1,410	$710K
Headwater Investment Consulting,Inc.	Typical 31%	185	588	$840K
OxenFree Financial	Very Low 11%	99	941	$260K
Paul R. Ried Financial Group, LLC	Typical 38%	401	1,059	$1.2M
StrategicPoint Investment Advisors LLC	High 43%	305	706	$1.3M
Arbor Investment Advisors	Very High 62%	290	471	$2.6M
Security Capital Management	Low 26%	613	2,357	$570K
Dupree Financial Group, LLC	Low 14%	114	825	$490K
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Beacon Investment Advisors LLC	High 50%	59	118	$2.8M
Jamison Private Wealth Management, Inc.	Typical 40%	187	472	$2M
Oxinas Partners Wealth Management	Very Low 12%	88	708	$490K
Quad City Investment Center	Typical 36%	253	708	$530K
Sarasin Asset Management Limited	Very High 100%	118	118	$3.3M
Semmax Financial Advisors, Inc.	Very Low 9%	77	826	$600K
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
StrongBox Wealth, LLC	Typical 40%	189	474	$1.1M
Barnes Wealth Management Group	Low 15%	124	833	$360K
Iwealth	Very Low 9%	67	714	$430K
Caliber Wealth Management, LLC	Typical 30%	506	1,668	$1.1M
Navigation Wealth Management	Very Low 1%	14	954	$110K
Meriwether Wealth & Planning, LLC	Very Low 12%	69	597	$480K
Kerberrose Wealth Management, LLC	Very Low 9%	140	1,554	$380K
Suncoast Equity Management, LLC	Low 20%	168	838	$1.4M
Leonard Rickey Investment Advisors, P.L.L.C.	Low 25%	268	1,078	$830K
Three Magnolias Financial Advisors	Very High 76%	455	599	$770K
Ellenbecker Investment Group	Typical 30%	684	2,277	$900K
Westside Investment Management, LLC	High 44%	365	839	$910K
Discipline Wealth Solutions, Inc.	Very Low 13%	246	1,919	$370K
Reston Wealth Management	Typical 36%	173	480	$1.2M
PW Nova Financial Services LLC	Low 19%	140	721	$870K
Ballast Financial Advisors, LLC	Low 20%	120	602	$540K
Bluesphere Advisors LLC	Typical 35%	168	482	$1M
LGG Financial	Very High 63%	152	241	$2.3M
Joule Financial, LLC	Low 23%	163	724	$650K
Eclectic Associates, Inc.	Typical 34%	410	1,207	$1.2M
Jackson Square Capital, LLC	Very High 83%	503	605	$880K
Sprinkle Financial Consultants LLC	Very High 67%	161	242	$3.8M
LBMC Investment Advisors, LLC	Very High 59%	285	485	$4.5M
Tidemark, LLC	Low 27%	226	849	$530K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
Winch Financial	Low 17%	147	851	$670K
VSM Wealth Advisory, LLC	Very High 71%	433	609	$1M
Semper Augustus Investments Group LLC	Very High 82%	201	244	$2.9M
United Advisors America	Very Low 2%	57	2,809	$160K
GEM Asset Management, LLC	Low 19%	95	490	$1.1M
FYRA Capital Management	Low 15%	132	858	$590K
Dillon & Associates Inc	Very Low 11%	40	368	$2.1M
Openair Financial, LLC	Low 19%	160	860	$370K
Curran Wealth Management	High 46%	168	369	$2.1M
Beacon Capital, LLC	Very Low 6%	37	617	$440K
Providence Wealth Advisors, LLC	Very Low 0%	—	617	$1M
Storen Financial	Very Low 11%	93	864	$500K
Legacy Financial Independent Advisors LLC	Low 21%	156	741	$650K
Waters, Parkerson & Co., LLC	Very High 64%	471	741	$3.2M
YCG, LLC	Very High 83%	206	247	$3.4M
Sunburst Financial Group, LLC	Typical 30%	256	865	$830K
AMI Asset Management Corp	Typical 35%	387	1,113	$1.4M
Modell Capital Management LLC	Low 27%	101	371	$4.9M
Steel Grove Capital Advisors, LLC	Very High 96%	831	867	$1.8M
Grantvest Financial Group LLC	Typical 32%	200	620	$350K
Rubicon Advisors	Low 22%	300	1,370	$300K
von Borstel & Associates	High 52%	258	499	$1.4M
BostonPremier Wealth	Low 20%	147	749	$690K
Holt Capital Partners, L.P.	Very High 72%	90	125	$7.8M
Global Wealth Management Investment Advisory, Inc.	Very Low 9%	154	1,626	$430K
Mattson Financial Services, LLC	Very Low 11%	127	1,127	$460K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Slagle Financial, LLC	Very Low 3%	49	1,510	$270K
NCM Capital Management, LLC	Very High 77%	194	252	$2.1M
New Capital Management, LP	Very High 71%	90	126	$4.2M
ISC Financial Advisors	Low 24%	307	1,262	$940K
Silver Grove Advisory Services	Very Low 3%	63	2,146	$210K
Paulson Wealth Management Inc.	High 41%	156	379	$1.5M
Patriot Investment Management Group Inc	Low 22%	328	1,518	$1.1M
Redwood Financial Network	Typical 38%	387	1,012	$260K
Asset Management Group, Inc.	Typical 39%	98	254	$3.4M
Ttp Investments, Inc.	High 41%	155	381	$1.5M
Dew Point Capital	Low 26%	131	509	$910K
Adell Harriman & Carpenter	Very High 69%	524	764	$2.5M
Journey Retirement Planning and Investment Management, LLC	Very Low 5%	34	637	$290K
Compass Retirement Group LLC	Very Low 1%	9	766	$150K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Private Capital Advisors, Inc.	Typical 30%	76	256	$4.8M
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Traphagen Financial Group	Typical 29%	561	1,922	$1.1M
Stenger Family Office, LLC	Typical 35%	311	897	$750K
Fourpath Capital Management, LLC	Typical 28%	212	769	$1.1M
Silicon Valley Capital Partners, L.P.	Very High 66%	340	513	$2.4M
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Capital Advisor Network	Very Low 7%	66	900	$140K
Jackson Wealth Management, LLC	Typical 31%	278	900	$1.2M
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
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
12 Th Street Asset Management	Very High 100%	517	517	$510K
CRA Financial Services, L.L.C.	Typical 29%	377	1,299	$1.1M
Croak Capital	Very Low 12%	90	780	$440K
FRA Wealth Management LLC	Very Low 1%	8	910	$120K
Centric Advisors, LLC	Very Low 2%	21	913	$190K
Parkshore Wealth Management	Typical 30%	154	522	$980K
RWM Capital, LLC	Very Low 13%	192	1,437	$150K
360 Financial	Typical 36%	421	1,177	$520K
J. Hagan Capital, Inc.	Very Low 9%	72	785	$380K
Blue Water Asset Management	Very Low 13%	122	916	$450K
Boston Standard Wealth Management, LLC	High 45%	177	393	$1.6M
Siler Wealth Management	Very Low 8%	54	655	$280K
TRUE Private Wealth Advisors, LLC	Low 23%	357	1,576	$890K
Old Mission Investment Company, LLC	Very Low 6%	63	1,051	$820K
Alongside, LLC	Very Low 9%	191	2,103	$410K
Beacon Financial Group	High 48%	510	1,052	$1.2M
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
Measured Risk Portfolios	Low 21%	168	793	$580K
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Driven Investments LLC	Very Low 1%	15	1,192	$200K
E. S. Barr & Company	Very High 68%	270	398	$4.7M
Richmond Brothers, Inc.	Low 15%	99	665	$350K
American Financial Advisors Inc	High 53%	421	799	$1.6M
Carson Advisory Group	High 41%	382	933	$900K
Chicago Oakbrook Financial Group	Low 14%	189	1,336	$830K
CWS Financial Advisors LLC	High 48%	381	802	$1.6M
SevenBridge Financial Group, LLC	Typical 35%	139	401	$1.7M
Altiora Financial Group, LLC	Very High 78%	104	134	$7.3M
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Talbot Financial, LLC	Very High 93%	250	269	$5M
Financial Partners Group, Inc.	Typical 31%	373	1,213	$940K
Howe and Rusling, Inc.	High 56%	608	1,081	$2.1M
Ballast Advisors, LLC	Low 21%	169	814	$810K
MPS-LORIA Financial Planners, LLC	Typical 28%	190	679	$1.2M
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Pathway Financial Advisers, LLC	Low 17%	142	815	$640K
Jennings & Associates Financial Advisors, LLC	Low 26%	176	680	$350K
Purkiss Capital Advisors, LLC	Typical 38%	157	409	$2.1M
Avity Investment Management Inc.	Very High 88%	241	274	$6.2M
Rothschild Wealth LLC	High 45%	1,614	3,569	$440K
Rezny Wealth Management, Inc.	Very High 73%	200	275	$1.8M
Legacy Wealth Management Group, Inc.	Low 19%	179	963	$300K
Planned Solutions, Inc.	Typical 28%	230	827	$810K
J. L. Bainbridge & Co., Inc.	High 42%	350	828	$1.6M
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
Opus Capital Management	Very High 62%	259	415	$2.2M
Wallace Capital Management, Inc.	Very High 63%	262	415	$2.4M
Cedar Mountain Advisors, LLC	Typical 29%	239	832	$980K
W.A. Smith Financial Group	Low 20%	336	1,665	$700K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Consolidated Financial	Low 16%	112	695	$350K
Bristol Wealth Group	Very Low 12%	104	836	$940K
Zevin Asset Management, LLC	Very High 81%	451	558	$1.1M
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Greatmark Investment Partners, Inc.	High 47%	197	420	$2.4M
Rollins Financial Advisors, LLC	High 41%	402	982	$1.6M
Evans Capital Management Associates	Typical 31%	130	422	$1.2M
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
Key Financial, Inc.	High 49%	687	1,409	$2M
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Alliance Wealth Management Partners LLC	Low 16%	112	706	$310K
B.A. Schrock Wealth Management	Very Low 13%	89	706	$400K
LWM Advisory Services, LLC	Low 19%	188	989	$740K
Sutterfield Financial Group, Inc.	Very Low 5%	45	989	$180K
Chatham Wealth Management	Very High 89%	378	424	$1.5M
Matheson & Rock Wealth Management, LLC	Typical 38%	160	425	$1.1M
Pegasus Asset Management Inc	High 44%	126	284	$1.6M
Maple Capital Management, Inc.	High 42%	654	1,563	$1.5M
MEDIQUS Asset Advisors, Inc.	High 42%	302	711	$1.4M
Robertson Investment Management	Very High 67%	767	1,138	$430K
Professional Planning Group	Typical 30%	378	1,281	$1M
Advantage Wealth Partners	Typical 35%	197	570	$1.1M
Atwater Malick	Very High 57%	163	285	$1.9M
Martel Wealth Advisors, LLC	Typical 38%	382	998	$1.2M
Aljian Capital Management	Typical 36%	154	428	$1.4M
Munn Wealth Management, LLC	Very Low 13%	90	714	$320K
J.W. Burns & Company, Inc.	High 47%	267	572	$1.5M
Sowa Financial Group	Low 27%	153	572	$900K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Barrett & Company	Low 24%	139	576	$840K
Drucker Wealth	High 46%	333	721	$1.1M
Stillwater Capital Advisors, LLC	High 45%	261	577	$2.3M
Lighthouse Wealth Strategies, LLC	Low 25%	220	866	$980K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Bridgewealth Advisory Group, LLC	Low 24%	170	723	$950K
Spectrum Financial Resources	Low 19%	139	723	$330K
Wealth Advisors Group	Typical 28%	283	1,013	$1M
Walsh & Associates, LLC	Typical 37%	487	1,307	$620K
Stonebrook Private LLC	High 45%	263	582	$1.5M
Redmond Asset Management, LLC	Typical 39%	114	292	$1.5M
Strategic Wealth Group	Typical 33%	1,177	3,524	$430K
C2 Private WEalth	Low 25%	514	2,056	$870K
Keystone Financial Services, LLC	Very Low 3%	30	1,028	$220K
Arbor Trust Wealth Advisors, LLC	High 41%	181	441	$1.3M
Compass Financial Advisory Services, LLC	Typical 35%	362	1,031	$510K
Brucke Financial, Inc.	Low 24%	175	738	$340K
Hubbell Strickland Wealth Management, LLC	Typical 36%	158	444	$1.3M
Total Investment Management, Inc.	Typical 34%	406	1,184	$1.1M
Westchester Capital Management Inc	High 44%	198	445	$1.1M
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Hamilton Wealth, LLC	Typical 40%	179	447	$1.5M
Everest Financial Group	Low 18%	350	1,940	$520K
Guardian Asset Advisors, LLC	Very Low 8%	97	1,196	$230K
IFC	Very Low 3%	28	1,048	$150K
Red Oak Financial Group	Very Low 0%	—	1,051	$590K
Demming Financial Services Corp.	Typical 29%	215	751	$900K
Aspire Capital Advisors LLC	Low 14%	264	1,956	$520K
Retirement Planning Solutions, LLC	Very Low 6%	74	1,210	$390K
The Wellington Grp LLC	Very Low 5%	77	1,516	$310K
Fischer Financial Services Inc	Low 25%	154	609	$960K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Lord and Richards	Very Low 7%	87	1,228	$100K
KPP Advisory Services LLC	Very Low 8%	318	3,995	$310K
Affinity Investment Group, LLC	High 52%	239	461	$1.2M
PSI Advisors, LLC	Typical 33%	563	1,704	$440K
IAG Wealth Partners, LLC	Low 23%	547	2,339	$790K
TLWM Financial	Low 25%	316	1,249	$470K
Able Wealth Management LLC	Low 21%	195	937	$520K
KLCM Advisors, Inc.	Very High 64%	397	625	$2.8M
Equity Wealth Partners, LLC	Very Low 5%	44	939	$270K
Triumph Capital Management	Low 17%	378	2,193	$280K
Sequent Asset Management, LLC	Very High 93%	292	314	$3M
Sandhill Investment Management	Low 18%	374	2,044	$1M
Financial Security Management, Inc	Very Low 12%	129	1,102	$550K
Compass Financial Services	Typical 29%	317	1,105	$360K
Mid-American Wealth Advisory Group	Very Low 5%	46	948	$350K
Vision Retirement	High 41%	451	1,106	$560K
Kohmann Bosshard Financial Services, LLC.	High 46%	219	475	$2.1M
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Advisors Management Group Inc	Very Low 5%	105	1,912	$430K
Byrne Financial Freedom, LLC	Typical 40%	378	956	$560K
Nvest Financial, LLC	Low 24%	192	799	$840K
Whitener Capital Management, Inc	Typical 30%	237	800	$660K
Academy Capital Management	Very Low 4%	36	962	$1.2M
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
Southern Capital Advisors, LLC	Low 20%	159	812	$770K
Jeppson Wealth Management, LLC	High 56%	548	975	$750K
Cloud Investments, LLC	Very Low 8%	76	980	$410K
Rogan & Associates	Low 20%	290	1,481	$480K
SageGuard Financial Group, LLC	Very Low 5%	131	2,469	$310K
Wealth Preservation Advisors, LLC	Typical 33%	108	330	$1.8M
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Carter Financial Group, Inc.	Very Low 6%	49	826	$450K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
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
O'Donnell Financial Services, LLC	Very Low 9%	94	995	$430K
Gainline Financial Partners, LLC	Very High 58%	581	998	$350K
Harfst and Associates, Inc.	Low 26%	130	499	$1.4M
Cross Financial Advisors	Typical 30%	548	1,831	$260K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Financial Innovations, LLC	Very High 70%	234	334	$1.5M
LVM Capital Management Ltd	Very High 100%	1,341	1,341	$880K
Clarity Wealth Advisors	Very High 66%	223	336	$2.1M
New Harbor Financial Group, LLC	Typical 28%	282	1,010	$800K
Big Sioux Wealth Management	Typical 29%	246	843	$270K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Wisdom Financial Services, L.L.C.	Very Low 0%	—	1,518	$510K
Sage Advisors, LLC	Low 22%	150	675	$770K
GRP Retirement Planning	Very Low 6%	48	846	$180K
Retirable	Very Low 12%	257	2,210	$140K
Saratoga Research & Investment Management	Low 18%	451	2,554	$750K
Sterling Investment Counsel, LLC	Typical 36%	307	853	$1.1M
Tempo Wealth	Very High 61%	519	853	$940K
Prentice Wealth Management LLC	Very Low 5%	50	1,024	$540K
GuideStream Financial, Inc.	Very Low 5%	39	854	$240K
Financial Designs Corporation	Typical 34%	177	515	$990K
The Lloyd Advisory Group	Very Low 5%	60	1,202	$350K
MCCAY WEALTH ADVISORY LLC	Typical 39%	331	859	$500K
J.M. Forbes & Co. Llp	Typical 34%	356	1,041	$1.4M
American Wealth Management	Low 23%	200	873	$840K
Retirement Investment Advisors Inc	Typical 29%	403	1,399	$1M
James T. Borello & Co.	Low 24%	166	700	$730K
IAM Advisory LLC	Low 14%	223	1,583	$430K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
Syntegra Private Wealth Group LLC	Low 17%	354	2,112	$660K
Integrated Capital Management, Inc.	Very Low 1%	10	882	$170K
Teamwork Financial Advisors, LLC	Typical 40%	993	2,480	$400K
Scarborough Capital Management	Low 27%	732	2,664	$620K
Benin Management Corp	High 51%	180	356	$1.3M
Nectarine	Low 19%	609	3,210	$0
Sanchez Wealth Management Group, LLC	Typical 32%	172	538	$1M
Cfci	Low 14%	148	1,078	$510K
Summit Financial Working with People You Trust	Very Low 8%	82	1,081	$170K
Rosecap Investment Advisors, LLC	Typical 40%	288	721	$690K
Legacy Financial Group	Low 22%	314	1,450	$690K
Gaddis Premier Wealth Advisors LLC	Low 15%	218	1,458	$250K
West Wealth Group, LLC	Very Low 3%	87	2,736	$220K
Financial Strategies Group, Inc	Low 15%	195	1,281	$520K
Kaydan Wealth Management, Inc.	Typical 33%	357	1,098	$650K
Wealth Alliance Advisory Group, LLC	Low 24%	223	916	$820K
Mcrae Capital Management Inc.	Very High 100%	736	736	$920K
Ignite Planners LLC	Very Low 10%	450	4,605	$240K
Grandfield & Dodd, LLC	Low 25%	183	742	$2.9M
Ascend Investment Partners	Low 20%	183	931	$670K
Orange Investment Advisors, Inc.	Typical 28%	370	1,307	$970K
New Vernon Wealth Management LLC	High 52%	97	187	$4.2M
210 Financial	Very Low 3%	32	936	$260K
Arkfeld Wealth Strategies, L.L.C.	Low 14%	132	937	$570K
Sand Creek Capital, LLC	Typical 33%	312	939	$400K
Fellowship Financial Planning	Very Low 11%	125	1,130	$410K
NorthCape Wealth Management	Typical 29%	166	570	$1.2M
Essential Planning, LLC	Typical 28%	163	573	$920K
Reagan Companies Asset Management, Inc	Typical 37%	285	764	$1.2M
Campbell Deegan Financial	Low 25%	195	766	$970K
Safeguard Investment Advisory Group, LLC	Low 23%	395	1,726	$400K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Andrews, Lucia Wealth Management LLC	Very High 61%	118	192	$2.8M
Bruton Chisnell Advisors, LLC	Typical 32%	184	577	$700K
Bruni J V & Co	Very High 68%	263	386	$2.3M
Stuart Investment Advisors, Inc.	High 44%	169	386	$1.6M
Intergy Private Wealth, LLC	Typical 40%	233	580	$1M
KWB Wealth	High 45%	880	1,935	$620K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Berkeley Capital Partners, LLC	Very Low 12%	180	1,557	$490K
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
The Pacific Center For Financial Services	High 42%	331	781	$1.2M
WP Advisors, LLC	High 53%	209	391	$1.5M
Mach-1 Financial Group, LLC	Very Low 10%	161	1,566	$350K
Vantus Wealth	Low 14%	137	980	$320K
Uncommon Cents Investing	Low 25%	148	589	$870K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Focused Wealth Management, Inc.	Low 14%	296	2,163	$580K
Clarity Financial Advisors LLC	Very Low 2%	21	985	$150K
New England Capital Financial Advisors LLC	Low 15%	173	1,185	$520K
Strategic Planning Group	Low 22%	342	1,582	$560K
Asset Dedication, LLC	High 42%	828	1,986	$1.5M
Newport Wealth Advisors, Inc.	Very Low 5%	60	1,193	$220K
Adk Wealth Advisory Group	High 45%	540	1,195	$640K
Split Rock Private Trading and Wealth Management LLC	Typical 40%	401	997	$300K
Cullinan Associates, Inc.	High 49%	293	599	$2.2M
Rooted Wealth Advisors	Very Low 7%	105	1,605	$250K
Pacific Sage Partners, LLC	Typical 28%	222	804	$1.2M
Fermata Advisors	Low 25%	693	2,815	$240K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Rockport Wealth Advisors	Low 15%	248	1,612	$420K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Capital Advisers, Inc.	Very Low 10%	60	610	$770K
Jacksonville Wealth Management	High 51%	517	1,020	$520K
Materetsky Financial Group	Typical 40%	328	818	$870K
Hahn Financial Group	Very Low 3%	52	1,846	$99K
Kennedy Investment Group	Very Low 12%	120	1,036	$610K
Five Talents Financial Management Group LLC	Very Low 5%	47	1,039	$250K
Titan Retirement Advisors LLC	Low 24%	50	208	$1.3M
Sweeney & Michel, LLC	Low 16%	101	627	$1M
Spectrum Financial Alliance, Ltd., L.L.C.	Typical 38%	240	630	$1.1M
MBE Wealth Management, LLC	Very Low 7%	180	2,536	$290K
North Star Investment Management Corporation	Low 20%	513	2,536	$770K
Cordgrass Capital Advisors, LLC	Typical 31%	131	425	$1M
Coquina Private Wealth Advisors	High 44%	651	1,488	$270K
Horizon Wealth Management	Typical 32%	412	1,280	$800K
Dougherty & Associates Financial Advisors, Inc.	Very Low 7%	80	1,069	$360K
REAP Financial Group, LLC	Very Low 13%	163	1,284	$500K
Capital Investment Management, Inc	Very Low 13%	140	1,072	$520K
McIlrath & Eck, LLC	Typical 32%	417	1,287	$1.1M
Rockline Wealth Management LLC	Typical 39%	339	861	$740K
Johnson Brunetti	Very Low 12%	724	6,038	$460K
Key Client Fiduciary Advisors, LLC	Very Low 9%	198	2,195	$330K
Phoenix Wealth Advisors Inc.	Typical 35%	545	1,538	$400K
SEM Wealth Management	Very Low 13%	260	1,980	$380K
Chatterton & Associates	Low 26%	397	1,542	$860K
GR Financial Group, LLC	Low 19%	290	1,548	$680K
Innovative Wealth Building LLC	Very Low 11%	203	1,770	$370K
Storehouse Financial LLC	Very Low 3%	40	1,330	$180K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Nelson Securities,Inc.	Very Low 0%	—	2,016	$130K
Affiliated Financial Advisors Inc	Low 20%	178	898	$600K
Colonial River Wealth Management LLC	Very Low 10%	174	1,798	$260K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Traynor Capital Management	Low 26%	410	1,590	$1.5M
CGC Financial Services	Low 18%	208	1,140	$750K
Family Wealth Planning Partners	Very Low 4%	51	1,141	$180K
Schnieders Capital Management, LLC.	Typical 40%	183	459	$2.1M

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