HNW client percentage for Enterprise firms serving clients in North Dakota

Enterprise firms active in North Dakota 32 firms

Very Low 0%-1%

Low 1%-5%

Typical 5%-15%

High 15%-22%

Very High 22%-27%

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

Median: 12%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
TLG Advisors, INC.	Typical 6%	301	5,018	$430K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
OSAIC Institutions, INC.	Very Low 0%	37	15,798	$310K
HSBC SECURITIES (USA) Inc.	High 15%	1,791	12,045	$310K
Integrity Alliance, LLC	Typical 10%	1,082	10,660	$450K
Principal Financial Services	Typical 5%	2,638	51,650	$320K
Primerica Advisors	Very High 22%	17,261	80,267	$230K
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
Sequoia Financial Group, L.L.C.	Very High 41%	4,556	11,064	$2.7M
Mai Capital Management, LLC	Very High 31%	4,902	15,740	$2.2M
TD private Client Wealth LLC	Typical 6%	1,518	25,351	$270K
Eagle Strategies (NY Life)	High 20%	27,125	132,722	$240K
Mariner	Very High 41%	22,322	54,583	$2.1M
SPC	Low 3%	832	30,595	$190K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Kestra Advisory	Very High 23%	26,123	115,285	$620K
Newedge Advisors	Very High 27%	13,112	48,809	$810K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
Prime Capital Financial	Very High 25%	5,571	22,129	$850K
Cwm, Llc	Typical 14%	7,231	52,263	$880K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Centaurus Financial, Inc.	Low 1%	330	37,955	$190K
D.A. DAVIDSON & Co.	Very High 27%	18,223	68,135	$550K
First Manhattan Co. LLC	Very High 63%	3,828	6,080	$5.6M
First Command Advisory Services	Low 3%	3,852	113,511	$210K
&PARTNERS	Very High 22%	11,803	53,863	$380K
Commonwealth Financial Network	Typical 12%	41,874	355,973	$570K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
Empower Advisory Group	Typical 7%	20,524	293,347	$570K
Janney Montgomery Scott	Very High 42%	100,743	239,764	$410K
Valic Financial Advisors	Low 1%	1,913	292,989	$100K
Lincoln Investment	Low 3%	4,604	138,132	$160K

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