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

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that cater to high-net-worth individuals with more complex financial needs and higher minimum investment requirements. Conversely, lower AUM per client suggests firms that provide broader access with more standardized services.

In Texas, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—show a median AUM per client of about $675,000, slightly above the national median of $637,000. With 587 firms and over 11,800 advisors in this category, the distribution ranges from around $170,000 to over $4.2 million per client. This spread suggests a diverse market where some firms focus on affluent clients with substantial assets, while others serve a wider client base with lower minimums. The variation can reflect either firms in early growth stages building their client base or intentionally maintaining smaller, more personalized practices within the multi-team structure.

For you, understanding AUM per client helps clarify what kind of service and minimum investment level to expect. There’s no single “right” number—higher figures often mean more customized planning but may require larger investments, while lower figures offer greater accessibility with potentially less tailored service. Use this metric alongside others to find an advisor whose approach and client focus align with your financial goals and needs.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Texas 587 firms

Very Low $170K-$340K

Low $340K-$540K

Typical $540K-$820K

High $820K-$1.7M

Very High $1.7M-$4.3M

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

Median: $680K

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Firm	AUM/client	AUM	Clients	HNW client %
USAA Investment Services Company	Very Low $0	$0	2,635	7%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Copper Financial	Very Low $99K	$410M	4,165	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Midwestern Securities Trading Co., LLC	Very Low $160K	$1.9B	11,709	2%
Asset Allocation Strategies, LLC	Very Low $160K	$720M	4,363	4%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
The Strategic Financial Alliance	Very Low $260K	$380M	1,457	9%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
B.O.S.S. Retirement Advisors, LLC	Very Low $270K	$1.4B	4,956	3%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
INTELLICENTS INVESTMENT SOLUTIONS INC	Very Low $300K	$2.3B	7,776	10%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Tandem Investment Advisors Inc	Very Low $320K	$3.2B	10,230	0%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
ON Investment Management CO	Very Low $320K	$3B	9,317	9%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Trilogy Capital, Inc.	Very Low $320K	$2.6B	8,058	7%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Convergence Financial	Very Low $330K	$880M	2,665	24%
Gradient Investments, LLC	Very Low $330K	$8.8B	26,803	7%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Nfsg Corporation	Very Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
49 Financial	Low $340K	$1.3B	3,771	6%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Independent Solutions Wealth Management, LLC	Low $350K	$1.5B	4,265	6%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Wealth Management	Low $360K	$1.7B	4,731	22%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
William Joseph Capital Management, Inc.	Low $370K	$690M	1,879	9%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Raymond James (USA) Ltd	Low $400K	$1.9B	4,850	7%
Prosperitas Financial, LLC	Low $400K	$700M	1,745	9%
Signature Equity Partners, LLC	Low $400K	$690M	1,716	6%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
Dunham	Low $400K	$5.1B	12,774	15%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Corecap Advisors	Low $410K	$4B	9,671	10%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Howard Capital Management, LLC	Low $410K	$4.4B	10,546	8%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Forefront	Low $420K	$240M	572	18%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Equity Investment Corp	Low $420K	$2.8B	6,550	7%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Arvest Wealth management	Low $440K	$2.9B	6,689	9%
Sovran Advisors, LLC	Low $440K	$1.7B	3,918	9%
Redhawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Victory Financial	Low $450K	$1.3B	2,937	12%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Maia Wealth	Low $460K	$970M	2,127	11%
Clear Creek Financial Management, LLC	Low $460K	$1.8B	3,964	12%
Northland Asset Management	Low $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Korhorn Financial Group	Low $460K	$1.1B	2,303	19%
OneSeven	Low $460K	$7.3B	15,787	12%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Symphony Financial, Ltd. Co.	Low $460K	$1.3B	2,823	30%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Quartz Partners Investment Management	Low $490K	$360M	744	12%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Focus Financial	Low $490K	$6.7B	13,560	13%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Advisory Solutions Group	Low $510K	$410M	807	13%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
intrua Financial	Low $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Highpoint Planning Partners	Low $510K	$4.7B	9,160	36%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Trek Financial	Low $540K	$2.4B	4,539	15%
Capital Analysts	Low $540K	$8.4B	15,611	19%
Facet	Typical $540K	$8.7B	16,053	18%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Lexaurum Advisors	Typical $570K	$1.2B	2,189	15%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Hoxton Wealth	Typical $580K	$800M	1,378	31%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
Balefire, LLC	Typical $600K	$1B	1,757	13%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Core Planning	Typical $610K	$530M	867	14%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Flagstar Securities, Inc.	Typical $640K	$640M	1,004	34%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Stephens	Typical $670K	$14B	21,168	15%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
AssuredPartners Investment Advisors	Typical $690K	$1.3B	1,818	21%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M HOLDINGS SECURITIES, Inc.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Scs	Typical $710K	$1.7B	2,425	46%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Sagespring Wealth Partners	Typical $730K	$8.4B	11,558	18%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Summit Wealth Group	Typical $740K	$2.3B	3,117	19%
GLOBALT Investments	Typical $740K	$2.3B	3,062	24%
Strategic Blueprint, LLC	Typical $750K	$2.5B	3,338	27%
MCF Advisors, LLC	Typical $750K	$2.6B	3,440	19%
Moors & Cabot, Inc	Typical $750K	$3.7B	4,921	38%
The London Company of Virginia	Typical $760K	$4.2B	5,562	13%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Guardian Partners Inc.	Typical $760K	$2B	2,696	19%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
FourStar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
Waterloo Capital	Typical $780K	$2B	2,609	35%
Logan Capital Management, Inc.	Typical $780K	$1.4B	1,798	21%
Berger Financial Group	Typical $780K	$2.9B	3,755	22%
Range Advisory, LLC	Typical $780K	$1.4B	1,773	45%
Cooper McManus	Typical $790K	$2.7B	3,379	16%
SHP Wealth Management, LLC	Typical $800K	$1.8B	2,261	21%
Moneco Advisors	Typical $800K	$2.2B	2,781	27%
Capita Financial Network, LLC	Typical $800K	$2.3B	2,888	21%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Visionary Wealth Advisors, LLC	Typical $820K	$3.4B	4,186	21%
Cardinal Capital Management, Inc.	Typical $820K	$2.5B	3,029	22%
Jacobi Capital Management, LLC	Typical $820K	$2.4B	2,900	37%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Advisory Services Network	High $830K	$10B	12,426	9%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Prevail Innovative Wealth Advisors, LLC	High $840K	$660M	788	21%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Congress Asset Management Company, Llp	High $850K	$6.8B	8,019	20%
Maridea Wealth Management	High $860K	$1.8B	2,100	16%
Sprott Asset Management USA Inc.	High $860K	$2.7B	3,101	34%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
BlueSpring Wealth Management, LLC	High $910K	$7.3B	8,020	24%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Ethos Financial Group, LLC	High $920K	$1.8B	1,996	21%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
Riverbridge	High $930K	$3.2B	3,482	100%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Dynamic	High $960K	$5.3B	5,509	33%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
SeaCrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Cornerstone Wealth	High $1M	$2.4B	2,373	13%
Everhart Advisors	High $1M	$2.4B	2,268	26%
Genter Capital Management	High $1M	$4.2B	4,069	23%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
Savvy	High $1.1M	$4.8B	4,552	25%
Thoroughbred Financial Services, LLC	High $1.1M	$2.7B	2,520	27%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
BMO Nesbitt Burns Securities Ltd.	High $1.1M	$1.2B	1,086	38%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Carret Asset Management, LLC	High $1.2M	$1.4B	1,221	30%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Procyon	High $1.2M	$3.4B	2,775	25%
Essex Financial Services, Inc.	High $1.2M	$3.5B	2,780	32%
Titleist Asset Management, LLC	High $1.2M	$2.6B	2,103	55%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	High $1.3M	$7.1B	5,622	31%
Apella Wealth	High $1.3M	$10B	8,139	44%
Cain, Watters & Associates, LLC	High $1.3M	$2.9B	2,274	35%
XYPN Sapphire	High $1.3M	$940M	721	25%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Private Management Group Inc	High $1.3M	$4.5B	3,384	29%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
Per Stirling Capital Management, LLC	High $1.4M	$1.5B	1,074	44%
Capital Investment Advisors, LLC	High $1.4M	$8.2B	6,014	41%
Maseco Private Wealth	High $1.4M	$4.9B	3,443	21%
Mainstay Capital Management, LLC	High $1.4M	$4.9B	3,454	48%
BBVA Global Wealth Advisors, Inc.	High $1.4M	$940M	660	88%
Hamilton Capital	High $1.4M	$3.9B	2,744	49%
Confluence Financial Partners	High $1.4M	$7.4B	5,148	37%
Krilogy	High $1.4M	$4.4B	3,061	37%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
CORDA Investment Management, LLC	High $1.5M	$2B	1,359	42%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Pure Financial Advisors, LLC	High $1.5M	$11B	7,503	48%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
O'Shaughnessy Asset Management, LLC	High $1.5M	$16B	10,734	100%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
First National Advisers, LLC	High $1.5M	$1.7B	1,112	28%
One Capital Management, LLC	High $1.5M	$5.3B	3,468	34%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Kornitzer Capital Management, Inc.	High $1.6M	$3B	1,888	37%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
Venture Visionary Partners LLC	High $1.6M	$4.3B	2,660	31%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
The Burney Company	High $1.6M	$3B	1,880	48%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
SteelPeak Wealth, LLC	High $1.6M	$3.7B	2,278	38%
TCI Wealth Advisors, Inc.	High $1.6M	$5.2B	3,189	40%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Earned Wealth Advisors, LLC	High $1.6M	$2.4B	1,461	40%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Advocacy Wealth Management, LLC	High $1.7M	$2.7B	1,658	39%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Clinton Investment Management, LLC	High $1.7M	$3.5B	2,095	46%
BIP Wealth, LLC	High $1.7M	$5.2B	3,108	50%
Dana Investment Advisors Inc	High $1.7M	$2.3B	1,330	53%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
JFS Wealth Advisors, LLC	High $1.7M	$3.8B	2,216	40%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Steele Capital Management, Inc.	Very High $1.7M	$2.7B	1,521	38%
Johnson Wealth Inc.	Very High $1.8M	$3.9B	2,238	92%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
BLBB Advisors	Very High $1.8M	$2.7B	1,520	45%
JNBA Financial Advisors, LLC	Very High $1.8M	$2B	1,105	47%
Karpus Investment Management	Very High $1.8M	$3.1B	1,696	43%
Pittenger & Anderson Inc	Very High $1.8M	$1.6B	894	38%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Cardinal Point Wealth Management	Very High $1.9M	$4.2B	2,175	52%
Northeast Investment Management Inc	Very High $1.9M	$3.1B	1,626	34%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Henssler Financial	Very High $2M	$3.2B	1,609	46%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
Quotient Wealth Partners, LLC	Very High $2.1M	$4.9B	2,354	50%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Destination Wealth Management	Very High $2.1M	$4.8B	2,272	59%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
Bragg Financial Advisors Inc	Very High $2.2M	$3.3B	1,537	48%
Bogart Wealth, LLC	Very High $2.2M	$3.2B	1,442	50%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Cassaday & Company, Inc.	Very High $2.2M	$7B	3,142	64%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Summitry, LLC	Very High $2.4M	$3.1B	1,293	58%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Avidian Wealth Solutions	Very High $2.5M	$4.6B	1,866	58%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Halbert Hargrove	Very High $2.5M	$3.7B	1,457	61%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Principle Wealth	Very High $2.6M	$3B	1,173	52%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Boulay Wealth	Very High $2.7M	$2.9B	1,096	57%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%

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