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

Multi-team firms active in Texas 549 firms

Very Low 2%-8%

Low 8%-15%

Typical 15%-27%

High 27%-43%

Very High 43%-68%

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

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Pennington Partners & Co., LLC	Very High 100%	102	102	$45M
RBC Securities, Inc.	Typical 26%	337	1,292	$920K
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
Gentrust	Very High 90%	237	264	$19M
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
Waldron Private Wealth	Very High 68%	349	517	$11M
XYPN Invest	Typical 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Very Low 6%	67	1,053	$400K
Northeast Planning Associates, Inc.	Low 8%	73	959	$430K
The Bollard Group LLC	Very High 100%	14	14	$380M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Aaron Wealth Advisors	Very High 91%	115	127	$26M
Core Planning	Low 14%	122	867	$610K
BBVA Global Wealth Advisors, Inc.	Very High 88%	582	660	$1.4M
Northside Capital Management LLC	Very High 100%	60	60	$120M
SVB Wealth	Very High 52%	530	1,024	$2.4M
Sepio Capital, LP	Very High 100%	276	276	$15M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Sendero Wealth Management, LLC	Very High 68%	226	331	$11M
Root Financial Partners	Very High 75%	643	852	$2.5M
Accelerate Retirement	Low 10%	48	482	$540K
Jordan Park Group LLC	Very High 100%	163	163	$95M
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Frost Investment Services	Typical 18%	535	3,019	$710K
Legacy Advisors, LLC	Very High 92%	282	306	$16M
Infinity Financial Services Advisory	Very Low 5%	30	642	$260K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Prowell Financial Management, LLC	Very High 60%	34	57	$120M
Saxony Capital Management, LLC	Low 13%	97	756	$480K
Prairie Capital Management Group, LLC	Very High 100%	431	431	$6.8M
Crewe Advisors	Very High 59%	303	514	$3.4M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
First Citizens Asset Management, Inc	Very Low 5%	62	1,246	$310K
Rockwood Wealth Management, LLC	Very High 47%	432	923	$3M
Valor Advisors LLC	Very High 100%	66	66	$56M
Bryn Mawr Trust Advisors, LLC	Very High 45%	599	1,335	$2.5M
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Monograph Wealth Advisors, LLC	Very High 74%	153	206	$14M
Momentum Independent Network Inc.	Low 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Certuity, LLC	Very High 89%	413	464	$5.2M
Aldrich Wealth LP	Very High 59%	387	651	$7.5M
Yale Capital Corp.	Very High 100%	117	117	$42M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Franklin Street Advisors INC.	Very High 84%	317	379	$9.6M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
1900 Wealth	Very High 51%	230	454	$3.8M
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Team Hewins, LLC	Very High 55%	304	551	$4.4M
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Prevail Innovative Wealth Advisors, LLC	Typical 21%	162	788	$840K
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
Miller Investment Management, LP	Very High 82%	127	155	$41M
BOK Financial Advisors	Low 11%	349	3,263	$310K
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
Connecticut Wealth Management, LLC	Very High 64%	830	1,303	$3.3M
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
MyCIO WEALTH PARTNERS, LLC	Very High 100%	923	923	$17M
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Vista Capital Partners, Inc.	Very High 69%	450	651	$4.6M
USAA Investment Services Company	Very Low 7%	179	2,635	$0
71 West Capital Partners	Very High 98%	167	171	$32M
NIcholas Hoffman & Company, LLC	Very High 71%	285	399	$20M
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Range Advisory, LLC	Very High 56%	535	950	$690K
Acropolis Investment Management	Very High 61%	636	1,037	$2.4M
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Lombard Advisers Incorporated	Low 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
49 Financial	Very Low 6%	218	3,771	$340K
New Edge Wealth	Very High 43%	1,557	3,621	$5.2M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Americana Partners, LLC	Very High 51%	827	1,627	$4.3M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Cain, Watters & Associates, LLC	High 35%	800	2,274	$1.3M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
BakerAvenue	Very High 70%	716	1,019	$4.7M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
Brockenbrough	Very High 76%	364	482	$4.8M
Arvest Wealth management	Low 9%	589	6,689	$440K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
OpenArc Corporate Advisory, LLC	Very High 61%	2,356	3,841	$2.6M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Venturi Private Wealth	Very High 59%	407	687	$4.5M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
True North Advisors, LLC	Very High 58%	594	1,022	$3.8M
Wesbanco Securities, Inc.	Low 13%	208	1,627	$180K
Wharton Business Group, LLC	Very High 78%	78	100	$37M
Wescott Financial Advisory Group LLC	Very High 76%	581	769	$3.9M
Reynders, McVeigh Capital Management, LLC	Very High 77%	545	704	$4.2M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Turtle Creek Trust	Very High 95%	96	101	$42M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Vectorglobal Iag, Inc.	High 37%	448	1,203	$890K
Wellspring Financial Advisors, LLC	Very High 85%	118	139	$36M
Circle Wealth Management, LLC	Very High 100%	349	349	$37M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Becker Capital Management, Inc.	Very High 70%	519	745	$5M
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Per Stirling Capital Management, LLC	Very High 44%	471	1,074	$1.4M
Transce3nd LLC	Low 13%	201	1,581	$260K
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Greycourt & Co., INC.	Very High 100%	36	36	$130M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
Foster Group, INC.	High 37%	715	1,956	$2.1M
Boulay Wealth	Very High 48%	534	1,106	$2.1M
Gibson Capital, LLC	Very High 79%	175	222	$7M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
New England Private Wealth Advisors, LLC	Very High 90%	338	376	$8.2M
Choate Investment Advisors	Very High 85%	519	614	$15M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
AleSco Advisors, LLC, an ESL Company	Very High 72%	363	503	$5.1M
Calton & Associates, Inc.	Very Low 6%	278	5,056	$290K
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Permcap Investment Office	Very High 100%	39	39	$74M
Mariner Independent	High 37%	1,575	4,261	$1.7M
Vanderbilt Advisory Services	Very Low 6%	395	6,199	$330K
Southeast Asset Advisors, LLC	Very High 66%	185	281	$9.3M
SignatureFD, LLC	Very High 67%	1,271	1,891	$4.9M
McAdam LLC	Low 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
CM Wealth Advisors LLC	Very High 64%	131	204	$8.8M
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Greenspring Advisors, LLC	Very High 66%	1,118	1,697	$2.6M
Nfsg Corporation	Typical 25%	765	3,036	$340K
Hoxton Wealth	High 31%	429	1,378	$580K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Eagle Global Advisors LLC	Very Low 0%	—	336	$5.3M
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Azimuth Capital Management	Very High 83%	315	381	$9.6M
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Earned Wealth Advisors, LLC	High 40%	584	1,461	$1.6M
Evergreen Capital Management LLC	Very High 67%	754	1,121	$5.8M
Avidian Wealth Solutions	Very High 58%	1,080	1,866	$2.5M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
First Foundation Advisors	Very High 59%	623	1,053	$3.5M
Fiduciary Financial Advisors	Typical 26%	555	2,164	$610K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
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
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Moran Wealth Management, LLC	Very High 61%	981	1,606	$3M
Summitry, LLC	Very High 58%	745	1,293	$2.4M
Staley Capital Advisers Inc	Very High 75%	314	416	$6.2M
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Hamilton Capital	Very High 49%	1,341	2,744	$1.4M
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
Simplicity wealth	Low 8%	645	8,456	$200K
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Kathmere Capital Management, LLC	High 37%	278	750	$3M
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Balefire, LLC	Low 13%	235	1,757	$600K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Encompass More Asset Management LLC	Very Low 6%	260	4,008	$250K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
RubinBrown Advisors LLC	Very High 66%	728	1,101	$3M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
U.S. Capital Wealth Advisors, LLC	Very High 43%	1,875	4,395	$1.9M
Alden investment Group	Very Low 7%	107	1,457	$240K
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
Pallas Capital Advisors, LLC	High 39%	474	1,221	$3.5M
One Capital Management, LLC	High 34%	1,168	3,468	$1.5M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Greenwich Wealth Management, LLC	Very High 83%	491	589	$3.8M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
The Welch Group, LLC	Very High 49%	690	1,416	$2.6M
David Vaughan Investments, LLC	Very High 62%	721	1,164	$3.4M
Maia Wealth	Low 11%	226	2,127	$460K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Korhorn Financial Group	Typical 19%	430	2,303	$460K
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	High 40%	1,674	4,183	$2.1M
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Farther	Typical 24%	3,463	14,593	$970K
Bridges Investment Management Inc	Very High 45%	752	1,671	$3.3M
A.G.P. / Alliance Global Partners	Very Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
Moss Adams Wealth Advisors LLC	Very High 86%	1,002	1,169	$4.4M
Waterloo Capital	High 35%	924	2,609	$780K
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Krilogy	High 37%	1,121	3,061	$1.4M
The Burney Company	Very High 48%	904	1,880	$1.6M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Sage Financial Group Inc.	Very High 65%	715	1,101	$3.8M
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Very Low 6%	210	3,500	$360K
Westmount Partners, LLC	Very High 66%	919	1,389	$4.3M
Titleist Asset Management, LLC	Very High 55%	1,048	1,905	$1.3M
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Foguth Wealth Management, LLC.	Low 9%	209	2,259	$370K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Cooper McManus	Typical 16%	546	3,379	$790K
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	Typical 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Principle Wealth	Very High 52%	613	1,173	$2.6M
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Advocacy Wealth Management, LLC	High 39%	649	1,658	$1.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
Henssler Financial	Very High 46%	733	1,609	$2M
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Bogart Wealth, LLC	Very High 50%	722	1,442	$2.2M
Lutz Financial	Very High 50%	420	845	$2.8M
Chilton Capital Management LLC	Very High 50%	455	908	$2.9M
Buck Wealth Strategies, LLC	Very Low 6%	156	2,734	$320K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Sowell Management	Very Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Capital Investment Advisory Services, LLC	Low 12%	766	6,172	$370K
Victory Financial	Low 12%	360	2,937	$450K
Leo Wealth, LLC	Typical 26%	453	1,714	$1.9M
Madison Partners	Typical 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Pittenger & Anderson Inc	High 38%	341	894	$1.8M
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
MONECO Advisors	High 27%	762	2,781	$800K
Pine Valley Investments	High 29%	606	2,070	$1.1M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Perennial Financial Services	High 30%	913	3,069	$760K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Stokes Family Office LLC	Very High 53%	383	724	$3.4M
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Very Low 7%	555	8,220	$330K
LexAurum Advisors	Typical 15%	331	2,189	$570K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Invst, LLC	Typical 15%	320	2,193	$570K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
SteelPeak Wealth, LLC	High 38%	858	2,278	$1.6M
Independence Square Holdings, LLC	High 41%	1,080	2,621	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Cyndeo Wealth Partners	Very High 47%	575	1,219	$2.5M
Douglas C. Lane & Associates	Very High 81%	874	1,084	$7.1M
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
Santander Securities	Very Low 0%	—	10,832	$260K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Sovran Advisors, LLC	Low 9%	355	3,918	$440K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Proficio Capital Partners LLC	Very High 100%	138	138	$32M
JFS Wealth Advisors, LLC	High 40%	877	2,216	$1.7M
FAS Wealth Partners, Inc.	High 40%	607	1,524	$2.4M
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
Arax Advisory Partners	Typical 26%	1,840	6,949	$1.4M
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	Typical 23%	610	2,690	$740K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Everett Harris & Co	Very Low 0%	—	718	$16M
CG Advisory Services	Low 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Legacy Wealth Management, LLC	Very Low 4%	134	3,269	$190K
SEIA	Very High 52%	4,920	9,520	$2.3M
Cassaday & Company, Inc.	Very High 64%	2,017	3,142	$2.2M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Chicago Capital, LLC	Very High 54%	445	818	$5.7M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Quotient Wealth Partners, LLC	Very High 51%	1,151	2,250	$2M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Everhart Advisors	Typical 26%	579	2,268	$1M
Trek Financial	Typical 15%	670	4,539	$540K
Strategic blueprint, LLC	High 27%	906	3,338	$750K
TCI Wealth Advisors, Inc.	High 40%	1,290	3,189	$1.6M
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
ZWJ Investment Counsel Inc	Very High 66%	656	990	$3.8M
DayMark Wealth Partners, LLC	Very High 44%	913	2,060	$2.3M
Thoroughbred Financial Services, llc	High 27%	691	2,520	$1.1M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Alamo Advisors, LP	Very High 100%	231	231	$14M
Scs	Very High 46%	1,110	2,425	$710K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Berger Financial Group	Typical 22%	813	3,755	$780K
Carnegie Investment Counsel	High 39%	1,186	3,056	$2M
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
John W. Bristol & Co., Inc.	Very High 100%	83	83	$48M
Performance Wealth	Very High 52%	485	925	$3.5M
Corecap Advisors	Low 10%	936	9,671	$410K
Clear Creek Financial Management, LLC	Low 12%	481	3,964	$460K
BLBB Advisors	Very High 45%	678	1,520	$1.8M
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Very Low 7%	894	13,711	$380K
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Stephens	Typical 15%	3,088	21,168	$670K
Linscomb Wealth, Inc.	Very High 65%	1,058	1,640	$3.1M
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	High 40%	1,655	4,119	$520K
IFG Advisory, LLC	High 39%	3,556	9,038	$510K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Very Low 6%	512	7,988	$370K
The AmeriFlex Group	Low 14%	2,229	15,724	$550K
Diversify Wealth Management, LLC	Typical 18%	831	4,719	$820K
Visionary Wealth Advisors, LLC	Typical 21%	898	4,186	$820K
Winthrop Wealth	High 31%	743	2,405	$1.2M
Pure Financial Advisors, llc	Very High 48%	3,567	7,503	$1.5M
Continuum Advisory, LLC	High 27%	902	3,344	$540K
intrua Financial	Low 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
Summit Wealth Group	Typical 19%	584	3,117	$740K
Venture Visionary Partners LLC	High 31%	833	2,660	$1.6M
Elm Wealth	Very High 83%	537	644	$3.3M
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Typical 24%	4,004	16,436	$220K
Salem Investment Counselors Inc	Very High 46%	601	1,294	$2.9M
SageSpring Wealth Partners	Typical 18%	2,060	11,558	$730K
Red Door Wealth Management, LLC	Very High 46%	428	929	$3.1M
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Low 10%	735	7,527	$420K
Symphony Financial, Ltd. Co.	High 30%	836	2,823	$460K
Williams Jones Wealth Management, LLC	Very High 88%	1,335	1,517	$7.3M
APELLA Wealth	Very High 43%	3,280	7,683	$1.2M
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
Jacobi Capital Management, LLC	High 37%	1,087	2,900	$820K
Fiduciary Counselling Inc	High 39%	643	1,645	$5.4M
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Strategic Financial Concepts, llc	Very Low 5%	190	3,698	$200K
Heritage Investors Management Corp	Very High 86%	585	682	$5.9M
CS Planning Corp	Low 13%	541	4,190	$470K
Joel Isaacson & Co., LLC	Very High 89%	1,132	1,267	$7.4M
Brave Warrior Advisors, LLC	Very High 84%	82	98	$40M
Mariner Advisor Network	Low 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
XML Financial Group	High 29%	833	2,890	$1.1M
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
Klingman and Associates, LLC	Very High 65%	456	704	$6.3M
B.O.S.S. Retirement Advisors, LLC	Very Low 3%	129	4,956	$270K
Steele Capital Management, Inc.	High 38%	582	1,521	$1.7M
Bragg Financial Advisors Inc	Very High 48%	743	1,537	$2.2M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Wealth Management	Typical 22%	1,021	4,731	$360K
Colony Family Offices, LLC	Very High 100%	631	631	$5.1M
Principal Advised Services	Very Low 0%	64	23,164	$61K
Triad Wealth Partners, LLC	Low 13%	515	3,896	$390K
R M Davis Inc	Very High 56%	1,300	2,342	$3.3M
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Roffman Miller Associates Inc	Very High 71%	1,132	1,598	$1.9M
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Capital Investment Advisors, LLC	High 41%	2,462	6,014	$1.4M
Trilogy Capital, Inc.	Very Low 7%	546	8,058	$320K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Confluence Financial Partners	High 33%	1,540	4,698	$1.3M
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Copper Financial	Very Low 1%	30	4,165	$99K
Novem Group	Very Low 7%	260	3,513	$390K

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