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

Multi-team firms active in Nebraska 119 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-22%

High 22%-37%

Very High 37%-50%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Yale Capital Corp.	Very High 100%	117	117	$42M
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
BOK Financial Advisors	Typical 11%	349	3,263	$310K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Foster Group, INC.	Very High 37%	715	1,956	$2.1M
Global View Capital Management LLC	Low 3%	128	3,786	$200K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
On Investment Management CO	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Bridges Investment Management Inc	Very High 45%	752	1,671	$3.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Advisor Share Wealth Management, LLC	Low 2%	42	2,216	$120K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Lutz Financial	Very High 50%	420	845	$2.8M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Pittenger & Anderson Inc	Very High 38%	341	894	$1.8M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
LexAurum Advisors	Typical 15%	331	2,189	$570K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
Wealth Watch Advisors, INC	Low 2%	65	3,587	$170K
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Corecap Advisors	Typical 10%	936	9,671	$410K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Diversify Wealth Management, LLC	Typical 18%	831	4,719	$820K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
SageSpring Wealth Partners	Typical 18%	2,060	11,558	$730K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Typical 10%	735	7,527	$420K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Wealth Management	High 22%	1,021	4,731	$360K
Principal Advised Services	Low 0%	64	23,164	$61K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Novem Group	Low 7%	260	3,513	$390K
Stoker Ostler, a Part of BMO Financial Group	Very High 60%	945	1,579	$2.3M
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Thrivent Advisor Network, LLC	Typical 10%	1,481	14,611	$460K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
Missionsquare Retirement	Low 1%	390	40,526	$140K
The Ascent Group, LLC	Typical 21%	874	4,177	$850K
EFS Advisors	Low 0%	—	21,660	$110K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K

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