The Houston Business Journal sends out surveys to the wealth management practices in the area, and take the completed surveys and rank them primarily on AUM of the current year. If there is a tie, the practices are then ranked by assets per client. There are two lists that delineate the practices with investment minimums over and under $1 million. The other questions in the survey that don’t directly pertain to those rankings (ownership info, etc.) allow us to maintain a working knowledge of all the practices in the Houston area. The criteria for a practice to participate in these two lists are that they must be a wealth management firm, practice or team that specialize principally in the management of private individual or family accounts.