HNW client percentage for Multi-team firms serving clients in California

Multi-team firms active in California 385 firms

Very Low 1%-7%

Low 7%-14%

Typical 14%-27%

High 27%-48%

Very High 48%-76%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Signature Investment Advisors, LLC	Typical 23%	1,747	7,454	$890K
Evoke Advisors	Very High 100%	874	874	$14M
ACR Alpine Capital Research, LLC	Typical 14%	958	6,960	$690K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Concentric	Very High 85%	4,380	5,142	$2.4M
Dunham	Typical 15%	1,954	12,774	$400K
Marshfield Associates	Typical 22%	857	3,946	$1.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
SpiderRock Advisors, LLC	High 46%	1,961	4,300	$2M
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Cardinal Point Wealth Management	Very High 52%	1,134	2,175	$1.9M
Klingenstein Fields Advisors	Very High 79%	977	1,237	$3.2M
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Gerber Kawasaki Wealth & Investment Management	Low 7%	706	9,425	$430K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Evanson Financial, LLC dba Evanson Asset Management	Very High 87%	847	972	$6M
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Axxcess Wealth Management, LLC	Typical 23%	2,199	9,558	$830K
Davidson Investment Advisors, Inc.	Typical 24%	966	4,091	$880K
Genter Capital Management	Typical 23%	937	4,069	$1M
KCM Investment Advisors	Very High 73%	1,092	1,492	$3.6M
Facet	Typical 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
Provident Trust Company	Very High 82%	814	992	$5.9M
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Keystone Financial Group, LLC	Low 7%	464	6,602	$350K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Trillium Asset Management	High 35%	600	1,731	$1.3M
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Retirement Planners of America	Typical 20%	1,116	5,625	$630K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Advisory Alpha, LLC	Very Low 5%	458	8,799	$270K
Advisor Resource Council	Typical 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
OneSeven	Low 12%	1,908	15,787	$460K
Index Fund Advisors, Inc.	High 43%	909	2,095	$2.5M
Private Management Group Inc	High 29%	974	3,384	$1.3M
United Advisor Group	Typical 22%	1,382	6,395	$210K
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Orgel Wealth Management, LLC	High 39%	1,493	3,786	$1.9M
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Calamos Wealth Management LLC	Very High 77%	3,141	4,072	$1.2M
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Octavia Wealth Advisors LLC	Low 13%	460	3,672	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Focus Financial	Low 13%	1,697	13,560	$490K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
AdvisorNet Wealth Partners	Typical 26%	923	3,499	$900K
Novem Group	Low 7%	260	3,513	$390K
Copper Financial	Very Low 1%	30	4,165	$99K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Trilogy Capital, Inc.	Low 7%	546	8,058	$320K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Triad Wealth Partners, LLC	Low 13%	515	3,896	$390K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Wealth Management	Typical 22%	1,021	4,731	$360K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
XML Financial Group	High 29%	833	2,890	$1.1M
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
WealthSpire Advisors	Very High 60%	477	791	$5.4M
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CS Planning Corp	Low 13%	541	4,190	$470K
Strategic Financial Concepts, llc	Very Low 5%	190	3,698	$200K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
Williams Jones Wealth Management, LLC	Very High 88%	1,335	1,517	$7.3M
PFG Advisors	Low 10%	735	7,527	$420K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Ausdal Financial Partners, Inc.	Typical 24%	4,004	16,436	$220K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	High 46%	1,491	3,262	$2M
intrua Financial	Low 12%	410	3,347	$510K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Pure Financial Advisors, llc	Very High 48%	3,567	7,503	$1.5M
Diversify Wealth Management, LLC	Typical 18%	831	4,719	$820K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Very Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Golden State Wealth Management, LLC	High 40%	1,655	4,119	$520K
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Vivaldi Capital Management LP	Very High 54%	1,304	2,425	$2.2M
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Clear Creek Financial Management, LLC	Low 12%	481	3,964	$460K
Corecap Advisors	Low 10%	936	9,671	$410K
Performance Wealth	Very High 52%	485	925	$3.5M
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Carnegie Investment Counsel	High 39%	1,186	3,056	$2M
Berger Financial Group	Typical 22%	813	3,755	$780K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
Garden State Investment Advisory Services, LLC	Very Low 6%	151	2,492	$260K
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
TCI Wealth Advisors, Inc.	High 40%	1,290	3,189	$1.6M
Trek Financial	Typical 15%	670	4,539	$540K
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Annex Wealth Management, LLC	High 43%	2,891	6,710	$1.1M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
SEIA	Very High 52%	4,920	9,520	$2.3M
Legacy Wealth Management, LLC	Very Low 4%	134	3,269	$190K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
CG Advisory Services	Typical 14%	680	4,898	$580K
Everett Harris & Co	Very Low 0%	—	718	$16M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Ascentis Independent Advisors, LLC	Typical 23%	610	2,690	$740K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Centennial Securities Company, Inc.	Typical 17%	414	2,468	$510K
Arax Advisory Partners	Typical 26%	1,840	6,949	$1.4M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
FAS Wealth Partners, Inc.	High 40%	607	1,524	$2.4M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Sovran Advisors, LLC	Low 9%	355	3,918	$440K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Dynamic	High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Douglas C. Lane & Associates	Very High 81%	874	1,084	$7.1M
Trustmont Advisory Group, Inc.	Very Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Independence Square Holdings, LLC	High 41%	1,080	2,621	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
SteelPeak Wealth, LLC	High 38%	858	2,278	$1.6M
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Invst, LLC	Typical 15%	320	2,193	$570K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Perennial Financial Services	High 30%	913	3,069	$760K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
MONECO Advisors	High 27%	762	2,781	$800K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Cumberland Advisors	Typical 19%	206	1,091	$1.6M
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Madison Partners	Typical 18%	367	2,042	$620K
Leo Wealth, LLC	Typical 26%	453	1,714	$1.9M
Capital Investment Advisory Services, LLC	Low 12%	766	6,172	$370K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Very Low 6%	400	6,280	$680K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Buck Wealth Strategies, LLC	Very Low 6%	156	2,734	$320K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Parallel Advisors, LLC	Typical 24%	1,013	4,169	$2.2M
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
Cooper McManus	Typical 16%	546	3,379	$790K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Titleist Asset Management, LLC	Very High 55%	1,048	1,905	$1.3M
Brookwood Investment Group	Very Low 6%	210	3,500	$360K
Westmount Partners, LLC	Very High 66%	919	1,389	$4.3M
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
ICG Advisors, LLC	Very High 100%	55	55	$100M
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Waterloo Capital	High 35%	924	2,609	$780K
Moss Adams Wealth Advisors LLC	Very High 86%	1,002	1,169	$4.4M
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Very Low 6%	427	6,635	$320K
Farther	Typical 24%	3,463	14,593	$970K
Northrock Partners, LLC	High 47%	2,255	4,778	$2.5M
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Maia Wealth	Low 11%	226	2,127	$460K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
One Capital Management, LLC	High 34%	1,168	3,468	$1.5M
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
U.S. Capital Wealth Advisors, LLC	High 43%	1,875	4,395	$1.9M
Aprio Wealth Management, LLC	High 45%	710	1,592	$2.4M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Eversource Wealth Advisors, LLC	High 47%	1,540	3,255	$1.2M
Encompass More Asset Management LLC	Very Low 6%	260	4,008	$250K
Freestone Capital Management, LLC	High 46%	1,337	2,906	$3.9M
Northwest Asset Management	High 30%	832	2,758	$1.5M
Balefire, LLC	Low 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Morton Wealth	Very High 60%	724	1,215	$2.6M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Summitry, LLC	Very High 58%	745	1,293	$2.4M
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Fiduciary Financial Advisors	Typical 26%	555	2,164	$610K
First Foundation Advisors	Very High 59%	623	1,053	$3.5M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Evergreen Capital Management LLC	Very High 67%	754	1,121	$5.8M
Earned Wealth Advisors, LLC	High 40%	584	1,461	$1.6M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Nfsg Corporation	Typical 25%	765	3,036	$340K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
McAdam LLC	Low 11%	584	5,538	$480K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Very Low 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Calton & Associates, Inc.	Very Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	High 45%	715	1,596	$2.1M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Transce3nd LLC	Low 13%	201	1,581	$260K
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Frank Rimerman Advisors LLC	Very High 100%	106	106	$32M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Vectorglobal Iag, Inc.	High 37%	448	1,203	$890K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
True North Advisors, LLC	Very High 58%	594	1,022	$3.8M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Colter Lewis Investment Partners, LLC	Very High 100%	130	130	$26M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
BakerAvenue	Very High 70%	716	1,019	$4.7M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Americana Partners, LLC	Very High 51%	827	1,627	$4.3M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
New Edge Wealth	High 43%	1,557	3,621	$5.2M
Sapient Capital LLC	Very High 71%	691	980	$12M
49 Financial	Very Low 6%	218	3,771	$340K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
Acropolis Investment Management	Very High 61%	636	1,037	$2.4M
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Range Advisory, LLC	Very High 56%	535	950	$690K
71 West Capital Partners	Very High 98%	167	171	$32M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Sand Hill Global Advisors, LLC	Very High 92%	504	546	$6.7M
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
BOK Financial Advisors	Low 11%	349	3,263	$310K
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Team Hewins, LLC	Very High 55%	304	551	$4.4M
Andersen	Very High 84%	462	550	$6.8M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Yale Capital Corp.	Very High 100%	117	117	$42M
Aldrich Wealth LP	Very High 59%	387	651	$7.5M
Certuity, LLC	Very High 89%	413	464	$5.2M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Monograph Wealth Advisors, LLC	Very High 74%	153	206	$14M
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Bryn Mawr Trust Advisors, LLC	High 45%	599	1,335	$2.5M
Maxim Financial Advisors LLC	Very Low 6%	48	758	$540K
Valley Wealth Managers, Inc.	Very High 52%	441	854	$2.4M
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
LNW	Very High 79%	850	1,079	$9.9M
Saxony Capital Management, LLC	Low 13%	97	756	$480K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Infinity Financial Services Advisory	Very Low 5%	30	642	$260K
Frost Investment Services	Typical 18%	535	3,019	$710K
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Jordan Park Group LLC	Very High 100%	163	163	$95M
Accelerate Retirement	Low 10%	48	482	$540K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Sepio Capital, LP	Very High 100%	276	276	$15M
Hennion & Walsh Asset Management, Inc.	Typical 14%	147	1,087	$670K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Northside Capital Management LLC	Very High 100%	60	60	$120M
BBVA Global Wealth Advisors, Inc.	Very High 88%	582	660	$1.4M
Core Planning	Typical 14%	122	867	$610K
Aaron Wealth Advisors	Very High 91%	115	127	$26M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
BMO Family Office, LLC	Very High 100%	70	70	$140M
Lifemark Securities Corp.	Very Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
XYPN Invest	Typical 25%	156	621	$1M
Gentrust	Very High 90%	237	264	$19M
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
RBC Securities, Inc.	Typical 26%	337	1,292	$920K
Crews & Associates, inc.	Typical 15%	49	326	$500K

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