AUM per client for Multi-team firms serving clients in California

Multi-team firms active in California 385 firms

Very Low $170K-$330K

Low $330K-$550K

Typical $550K-$890K

High $890K-$2.3M

Very High $2.3M-$5.2M

5th 20th 40th 60th 80th 95th

Median: $650K

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Firm	AUM/client	AUM	Clients	HNW client %
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Evoke Advisors	Very High $14M	$12B	874	100%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Concentric	Very High $2.4M	$12B	5,142	85%
Dunham	Low $400K	$5.1B	12,774	15%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
SpiderRock Advisors, LLC	High $2M	$8.4B	4,300	46%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Cardinal Point Wealth Management	High $1.9M	$4.2B	2,175	52%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Evanson Financial, LLC dba Evanson Asset Management	Very High $6M	$5.8B	972	87%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Axxcess Wealth Management, LLC	Typical $830K	$7.9B	9,558	23%
Davidson Investment Advisors, Inc.	Typical $880K	$3.6B	4,091	24%
Genter Capital Management	High $1M	$4.2B	4,069	23%
KCM Investment Advisors	Very High $3.6M	$5.3B	1,492	73%
Facet	Low $450K	$6B	13,331	17%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
OneSeven	Low $460K	$7.3B	15,787	12%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Private Management Group Inc	High $1.3M	$4.5B	3,384	29%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Modern Wealth Management, LLC	Typical $830K	$9.6B	11,524	22%
Orgel Wealth Management, LLC	High $1.9M	$7.1B	3,786	39%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Focus Financial	Low $490K	$6.7B	13,560	13%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Novem Group	Low $390K	$1.4B	3,513	7%
Copper Financial	Very Low $99K	$410M	4,165	1%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Trilogy Capital, Inc.	Very Low $320K	$2.6B	8,058	7%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Wealth Management	Low $360K	$1.7B	4,731	22%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
WealthSpire Advisors	Very High $5.4M	$4.3B	791	60%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
The Retirement Planning Group, LLC	Typical $850K	$4B	4,748	31%
APELLA Wealth	High $1.2M	$9.2B	7,683	43%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
intrua Financial	Low $510K	$1.7B	3,347	12%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Pure Financial Advisors, llc	High $1.5M	$11B	7,503	48%
Diversify Wealth Management, LLC	Typical $820K	$3.9B	4,719	18%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Vivaldi Capital Management LP	High $2.2M	$5.3B	2,425	54%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Financial Security Advisory Inc	Typical $580K	$1.6B	2,810	16%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
Clear Creek Financial Management, LLC	Low $460K	$1.8B	3,964	12%
Corecap Advisors	Low $410K	$4B	9,671	10%
Performance Wealth	Very High $3.5M	$3.2B	925	52%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
HighPoint Planning Partners	Low $510K	$4.7B	9,160	36%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Carnegie Investment Counsel	High $2M	$6.2B	3,056	39%
Berger Financial Group	Typical $780K	$2.9B	3,755	22%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
TCI Wealth Advisors, Inc.	High $1.6M	$5.2B	3,189	40%
Trek Financial	Low $540K	$2.4B	4,539	15%
CW Advisors, LLC	High $2.2M	$14B	6,426	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
SEIA	Very High $2.3M	$22B	9,520	52%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Everett Harris & Co	Very High $16M	$11B	718	0%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Centennial Securities Company, Inc.	Low $510K	$1.3B	2,468	17%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Sovran Advisors, LLC	Low $440K	$1.7B	3,918	9%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Douglas C. Lane & Associates	Very High $7.1M	$7.7B	1,084	81%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
SteelPeak Wealth, LLC	High $1.6M	$3.7B	2,278	38%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
MONECO Advisors	Typical $800K	$2.2B	2,781	27%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Leo Wealth, LLC	High $1.9M	$3.2B	1,714	26%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	High $2.2M	$9.3B	4,169	24%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
BIP Wealth, LLC	High $1.7M	$5.2B	3,108	50%
Cooper McManus	Typical $790K	$2.7B	3,379	16%
Destination Wealth Management	High $2.1M	$4.8B	2,272	59%
Titleist Asset Management, LLC	High $1.3M	$2.5B	1,905	55%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Westmount Partners, LLC	Very High $4.3M	$5.9B	1,389	66%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
ICG Advisors, LLC	Very High $100M	$5.7B	55	100%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Waterloo Capital	Typical $780K	$2B	2,609	35%
Moss Adams Wealth Advisors LLC	Very High $4.4M	$5.2B	1,169	86%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Maia Wealth	Low $460K	$970M	2,127	11%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
One Capital Management, LLC	High $1.5M	$5.3B	3,468	34%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
U.S. Capital Wealth Advisors, LLC	High $1.9M	$8.2B	4,395	43%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Morton Wealth	Very High $2.6M	$3.2B	1,215	60%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Summitry, LLC	Very High $2.4M	$3.1B	1,293	58%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
First Foundation Advisors	Very High $3.5M	$3.7B	1,053	59%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Evergreen Capital Management LLC	Very High $5.8M	$6.6B	1,121	67%
Earned Wealth Advisors, LLC	High $1.6M	$2.4B	1,461	40%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fourstar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
Halbert Hargrove	Very High $2.5M	$3.7B	1,457	61%
Frank Rimerman Advisors LLC	Very High $32M	$3.4B	106	100%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Vectorglobal Iag, Inc.	High $890K	$1.1B	1,203	37%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Abacus Wealth Partners	High $2.1M	$3.2B	1,547	48%
True North Advisors, LLC	Very High $3.8M	$3.9B	1,022	58%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Sapient Capital LLC	Very High $12M	$12B	980	71%
49 Financial	Low $340K	$1.3B	3,771	6%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
Prosperity - An EisnerAmper Company	High $1.7M	$3.1B	1,850	41%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Range Advisory, LLC	Typical $690K	$650M	950	56%
71 West Capital Partners	Very High $32M	$5.5B	171	98%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Sand Hill Global Advisors, LLC	Very High $6.7M	$3.7B	546	92%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Team Hewins, LLC	Very High $4.4M	$2.4B	551	55%
Andersen	Very High $6.8M	$3.8B	550	84%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Yale Capital Corp.	Very High $42M	$4.9B	117	100%
Aldrich Wealth LP	Very High $7.5M	$4.9B	651	59%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Northland Asset Management	Low $460K	$400M	875	55%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Monograph Wealth Advisors, LLC	Very High $14M	$2.9B	206	74%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Maxim Financial Advisors LLC	Low $540K	$410M	758	6%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
LNW	Very High $9.9M	$11B	1,079	79%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Jordan Park Group LLC	Very High $95M	$15B	163	100%
Accelerate Retirement	Low $540K	$260M	482	10%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Northside Capital Management LLC	Very High $120M	$6.9B	60	100%
BBVA Global Wealth Advisors, Inc.	High $1.4M	$940M	660	88%
Core Planning	Typical $610K	$530M	867	14%
Aaron Wealth Advisors	Very High $26M	$3.3B	127	91%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
BMO Family Office, LLC	Very High $140M	$9.8B	70	100%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	High $1M	$650M	621	25%
Gentrust	Very High $19M	$5B	264	90%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
Crews & Associates, inc.	Low $500K	$160M	326	15%

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