HNW client percentage for Multi-team firms serving clients in North Dakota

Multi-team firms active in North Dakota 44 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-4%

High 4%-14%

Very High 14%-37%

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

Median: 0%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	High 4%	76	1,981	$310K
XYPN Invest	Very High 25%	156	621	$1M
Jefferies Investment Advisers LLC	Typical 0%	—	1,649	$1.3M
Van Clemens Wealth Management, LLC	Very High 32%	192	599	$770K
Momentum Independent Network Inc.	Very High 14%	408	2,817	$550K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Transce3nd LLC	High 13%	201	1,581	$260K
FBL Wealth Management, LLC	Typical 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	High 6%	278	5,056	$290K
UMB Financial Services, Inc.	Typical 0%	—	2,110	$2.4K
On Investment Management CO	High 9%	794	9,317	$320K
SB Advisory, LLC	High 5%	80	1,574	$260K
Simplicity wealth	High 8%	645	8,456	$200K
Diversify Advisory Services, LLC	Very High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	High 4%	331	7,424	$280K
Balefire, LLC	High 13%	235	1,757	$600K
Nbc Securities, Inc.	High 8%	280	3,508	$450K
Kovack Advisors, inc.	High 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	High 5%	574	11,327	$330K
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
Composition Wealth, LLC	High 11%	406	3,760	$2.3M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
WORLD EQUITY GROUP, Inc.	High 4%	122	3,151	$300K
Synovus Securities, Inc.	Very High 16%	1,938	11,964	$640K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Corecap Advisors	High 10%	936	9,671	$410K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Meridian Wealth Management, LLC	Very High 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	High 10%	437	4,339	$220K
G. A. Repple & Company	Typical 0%	—	3,139	$220K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Csenge Advisory Group, LLC	High 12%	831	7,147	$430K
Novem Group	High 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
EFS Advisors	Typical 0%	—	21,660	$110K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Very High 15%	2,243	14,602	$430K

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