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

Multi-team firms active in Texas 549 firms

Very Low $180K-$340K

Low $340K-$540K

Typical $540K-$810K

High $810K-$1.7M

Very High $1.7M-$4.3M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Gradient Investments, LLC	Very Low $310K	$8.2B	26,560	6%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Tandem Investment Advisors Inc	Very Low $320K	$3.2B	10,230	0%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
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%
Congress Asset Management Company, LLP	High $850K	$6.8B	8,019	20%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Howard Capital Management, Inc.	Low $410K	$4.4B	10,546	8%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Dunham	Low $400K	$5.1B	12,774	15%
Equity Investment Corp	Low $420K	$2.8B	6,550	7%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
H.M. Payson	Very High $1.8M	$7B	3,961	23%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Cardinal Point Wealth Management	Very High $1.9M	$4.2B	2,175	52%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Riverbridge	High $930K	$3.2B	3,482	100%
GLOBALT Investments	Typical $740K	$2.3B	3,062	24%
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%
Accredited Investors Wealth Management	Very High $4.7M	$4.4B	942	75%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Davidson Investment Advisors, Inc.	High $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%
Karpus Investment Management	High $1.7M	$2.8B	1,653	42%
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%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
O'Shaughnessy Asset Management, LLC	High $1.5M	$16B	10,734	100%
Clinton Investment Management, LLC	High $1.7M	$3.5B	2,095	46%
Kornitzer Capital Management, Inc.	High $1.5M	$2.8B	1,904	36%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
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%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Northeast Investment Management Inc	Very High $1.9M	$3.1B	1,626	34%
Welch & Forbes LLC	Very High $13M	$8.2B	643	74%
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	High $830K	$21B	24,837	8%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Mainstay Capital Management, LLC	High $1.3M	$4.5B	3,405	45%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
FSA Advisors, Inc.	Very Low $130K	$570M	4,406	1%
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%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Carret Asset Management, LLC	High $1.2M	$1.6B	1,336	30%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Logan Capital Management, Inc.	Typical $780K	$1.4B	1,798	21%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
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%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
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%
Confluence Financial Partners	High $1.3M	$6.3B	4,698	33%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
MCF Advisors, LLC	Typical $750K	$2.6B	3,440	19%
Trilogy Capital, Inc.	Very Low $320K	$2.6B	8,058	7%
Capital Investment Advisors, LLC	High $1.4M	$8.2B	6,014	41%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
R M Davis Inc	Very High $3.3M	$7.6B	2,342	56%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Colony Family Offices, LLC	Very High $5.1M	$3.2B	631	100%
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%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
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%
Bragg Financial Advisors Inc	Very High $2.2M	$3.3B	1,537	48%
Steele Capital Management, Inc.	Very High $1.7M	$2.7B	1,521	38%
B.O.S.S. Retirement Advisors, LLC	Very Low $270K	$1.4B	4,956	3%
Klingman and Associates, LLC	Very High $6.3M	$4.4B	704	65%
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%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
Brave Warrior Advisors, LLC	Very High $40M	$3.9B	98	84%
Joel Isaacson & Co., LLC	Very High $7.4M	$9.3B	1,267	89%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Heritage Investors Management Corp	Very High $5.9M	$4B	682	86%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Fiduciary Counselling Inc	Very High $5.4M	$8.8B	1,645	39%
Jacobi Capital Management, LLC	High $820K	$2.4B	2,900	37%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
The Retirement Planning Group, LLC	High $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%
Symphony Financial, Ltd. Co.	Low $460K	$1.3B	2,823	30%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Red Door Wealth Management, LLC	Very High $3.1M	$2.9B	929	46%
SageSpring Wealth Partners	Typical $730K	$8.4B	11,558	18%
Salem Investment Counselors Inc	Very High $2.9M	$3.8B	1,294	46%
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%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Venture Visionary Partners LLC	High $1.6M	$4.3B	2,660	31%
Summit Wealth Group	Typical $740K	$2.3B	3,117	19%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Low $510K	$1.7B	3,347	12%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Pure Financial Advisors, llc	High $1.5M	$11B	7,503	48%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Visionary Wealth Advisors, LLC	High $820K	$3.4B	4,186	21%
Diversify Wealth Management, LLC	High $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%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Linscomb Wealth, Inc.	Very High $3.1M	$5B	1,640	65%
Stephens	Typical $670K	$14B	21,168	15%
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%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
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%
BLBB Advisors	Very High $1.8M	$2.7B	1,520	45%
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%
John W. Bristol & Co., Inc.	Very High $48M	$4B	83	100%
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	Very 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%
Scs	Typical $710K	$1.7B	2,425	46%
Alamo Advisors, LP	Very High $14M	$3.3B	231	100%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Thoroughbred Financial Services, llc	High $1.1M	$2.7B	2,520	27%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
ZWJ Investment Counsel Inc	Very High $3.8M	$3.8B	990	66%
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%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Trek Financial	Typical $540K	$2.4B	4,539	15%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Everhart Advisors	High $1M	$2.4B	2,268	26%
Quotient Wealth Partners, LLC	Very High $2M	$4.6B	2,250	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%
Chicago Capital, LLC	Very High $5.7M	$4.7B	818	54%
Ritholtz Wealth Management	Very 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%
Cassaday & Company, Inc.	Very High $2.2M	$7B	3,142	64%
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%
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%
JFS Wealth Advisors, LLC	High $1.7M	$3.8B	2,216	40%
Proficio Capital Partners LLC	Very High $32M	$4.4B	138	100%
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	Very High $1.7M	$11B	6,550	36%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
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%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
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%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Regal Investment Advisors LLC	Very 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%
Stokes Family Office LLC	Very High $3.4M	$2.5B	724	53%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
MONECO Advisors	Typical $800K	$2.2B	2,781	27%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Pittenger & Anderson Inc	Very High $1.8M	$1.6B	894	38%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Leo Wealth, LLC	Very High $1.9M	$3.2B	1,714	26%
Victory Financial	Low $450K	$1.3B	2,937	12%
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%
Chilton Capital Management LLC	Very High $2.9M	$2.6B	908	50%
Lutz Financial	Very High $2.8M	$2.3B	845	50%
Bogart Wealth, LLC	Very High $2.2M	$3.2B	1,442	50%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Henssler Financial	Very High $2M	$3.2B	1,609	46%
Mutual Advisors, LLC	High $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%
Advocacy Wealth Management, LLC	High $1.7M	$2.7B	1,658	39%
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%
Principle Wealth	Very High $2.6M	$3B	1,173	52%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	Very 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	Very High $2.1M	$4.8B	2,272	59%
Foguth Wealth Management, LLC.	Low $370K	$830M	2,259	9%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
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%
Sage Financial Group Inc.	Very High $3.8M	$4.1B	1,101	65%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
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%
The Burney Company	High $1.6M	$3B	1,880	48%
Krilogy	High $1.4M	$4.4B	3,061	37%
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%
Bridges Investment Management Inc	Very High $3.3M	$5.6B	1,671	45%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Korhorn Financial Group	Low $460K	$1.1B	2,303	19%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Maia Wealth	Low $460K	$970M	2,127	11%
David Vaughan Investments, LLC	Very High $3.4M	$3.9B	1,164	62%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
Advisory Services Network	High $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%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
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%
Pallas Capital Advisors, LLC	Very High $3.5M	$4.3B	1,221	39%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Alden investment Group	Very Low $240K	$350M	1,457	7%
U.S. Capital Wealth Advisors, LLC	Very 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%
RubinBrown Advisors LLC	Very High $3M	$3.3B	1,101	66%
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%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Diversify Advisory Services, LLC	High $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%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Hamilton Capital	High $1.4M	$3.9B	2,744	49%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Staley Capital Advisers Inc	Very High $6.2M	$2.6B	416	75%
Summitry, LLC	Very High $2.4M	$3.1B	1,293	58%
Moran Wealth Management, LLC	Very High $3M	$4.8B	1,606	61%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
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%
Avidian Wealth Solutions	Very High $2.5M	$4.6B	1,866	58%
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%
Azimuth Capital Management	Very High $9.6M	$3.6B	381	83%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Eagle Global Advisors LLC	Very High $5.3M	$1.8B	336	0%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Hoxton Wealth	Typical $580K	$800M	1,378	31%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
CM Wealth Advisors LLC	Very High $8.8M	$1.8B	204	64%
Fourstar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
McAdam LLC	Low $480K	$2.7B	5,538	11%
SignatureFD, LLC	Very High $4.9M	$9.2B	1,891	67%
Southeast Asset Advisors, LLC	Very High $9.3M	$2.6B	281	66%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Permcap Investment Office	Very High $74M	$2.9B	39	100%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
AleSco Advisors, LLC, an ESL Company	Very High $5.1M	$2.6B	503	72%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Choate Investment Advisors	Very High $15M	$9.4B	614	85%
New England Private Wealth Advisors, LLC	Very High $8.2M	$3.1B	376	90%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
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	Very High $2.1M	$3.4B	1,596	45%
Gibson Capital, LLC	Very High $7M	$1.6B	222	79%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Boulay Wealth	Very High $2.1M	$2.4B	1,106	48%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Greycourt & Co., INC.	Very High $130M	$4.6B	36	100%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
Per Stirling Capital Management, LLC	High $1.4M	$1.5B	1,074	44%
Halbert Hargrove	Very High $2.5M	$3.7B	1,457	61%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
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%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Wellspring Financial Advisors, LLC	Very High $36M	$5B	139	85%
Vectorglobal Iag, Inc.	High $890K	$1.1B	1,203	37%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Turtle Creek Trust	Very High $42M	$4.2B	101	95%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Reynders, McVeigh Capital Management, LLC	Very High $4.2M	$3B	704	77%
Wescott Financial Advisory Group LLC	Very High $3.9M	$3B	769	76%
Wharton Business Group, LLC	Very High $37M	$3.7B	100	78%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
True North Advisors, LLC	Very High $3.8M	$3.9B	1,022	58%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%

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