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
Gradient Investments, LLC	Very Low 6%	1,701	26,560	$310K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Signature Investment Advisors, LLC	Typical 23%	1,747	7,454	$890K
Tandem Investment Advisors Inc	Very Low 0%	—	10,230	$320K
ACR Alpine Capital Research, LLC	Low 14%	958	6,960	$690K
Aptus Capital Advisors, LLC	Typical 19%	2,358	12,693	$840K
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
Congress Asset Management Company, LLP	Typical 20%	1,611	8,019	$850K
Beck, Mack & Oliver LLC	Very High 47%	717	1,512	$3.4M
Howard Capital Management, Inc.	Low 8%	812	10,546	$410K
VestGen Advisors, LLC	Very Low 6%	1,313	22,790	$290K
Dunham	Typical 15%	1,954	12,774	$400K
Equity Investment Corp	Very Low 7%	464	6,550	$420K
Marshfield Associates	Typical 22%	857	3,946	$1.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
J. Safra Asset management Corporation	Very High 91%	3,079	3,374	$1.7M
Symmetry Partners	Low 8%	675	8,476	$290K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
SpiderRock Advisors, LLC	Very High 46%	1,961	4,300	$2M
H.M. Payson	Typical 23%	910	3,961	$1.8M
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
The Ascent Group, LLC	Typical 21%	874	4,177	$850K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Riverbridge	Very High 100%	3,482	3,482	$930K
GLOBALT Investments	Typical 24%	727	3,062	$740K
Gerber Kawasaki Wealth & Investment Management	Very 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
Accredited Investors Wealth Management	Very High 75%	709	942	$4.7M
Advance Capital Management Inc	Typical 21%	1,531	7,287	$670K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
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
Karpus Investment Management	High 42%	689	1,653	$1.7M
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
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Provident Trust Company	Very High 82%	814	992	$5.9M
Sage, Rutty & Co., Inc.	Typical 16%	1,292	8,184	$400K
Keystone Financial Group, LLC	Very Low 7%	464	6,602	$350K
O'Shaughnessy Asset Management, LLC	Very High 100%	10,734	10,734	$1.5M
Clinton Investment Management, LLC	Very High 46%	959	2,095	$1.7M
Kornitzer Capital Management, Inc.	High 36%	692	1,904	$1.5M
Courier Capital, LLC	Typical 17%	356	2,094	$1.2M
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Very 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
Wealthcare Capital Management LLC	Typical 23%	1,312	5,638	$660K
Northeast Investment Management Inc	High 34%	549	1,626	$1.9M
Welch & Forbes LLC	Very High 74%	478	643	$13M
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
Certified Advisory Corp	High 40%	1,001	2,476	$1M
Advisor Resource Council	Typical 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Mainstay Capital Management, LLC	Very High 45%	1,523	3,405	$1.3M
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
FSA Advisors, Inc.	Very Low 1%	38	4,406	$130K
OneSeven	Low 12%	1,908	15,787	$460K
Index Fund Advisors, Inc.	Very 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
Beaumont Financial Partners	Typical 18%	345	1,898	$1.5M
Strategic Wealth Investment Group, LLC	Very Low 7%	286	3,900	$350K
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Orgel Wealth Management, LLC	High 39%	1,493	3,786	$1.9M
Carret Asset Management, LLC	High 30%	395	1,336	$1.2M
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Harbour Investments, Inc.	Very Low 5%	1,502	29,827	$310K
Logan Capital Management, Inc.	Typical 21%	379	1,798	$780K
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Leavell Investment Management, Inc.	Typical 19%	536	2,850	$830K
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
Stoker Ostler, a Part of BMO Financial Group	Very High 60%	945	1,579	$2.3M
Novem Group	Very 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
Confluence Financial Partners	High 33%	1,540	4,698	$1.3M
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
Trilogy Capital, Inc.	Very Low 7%	546	8,058	$320K
Capital Investment Advisors, LLC	High 41%	2,462	6,014	$1.4M
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Roffman Miller Associates Inc	Very High 71%	1,132	1,598	$1.9M
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
R M Davis Inc	Very High 56%	1,300	2,342	$3.3M
Triad Wealth Partners, LLC	Low 13%	515	3,896	$390K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Colony Family Offices, LLC	Very High 100%	631	631	$5.1M
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
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
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
Bragg Financial Advisors Inc	Very High 48%	743	1,537	$2.2M
Steele Capital Management, Inc.	High 38%	582	1,521	$1.7M
B.O.S.S. Retirement Advisors, LLC	Very Low 3%	129	4,956	$270K
Klingman and Associates, LLC	Very High 65%	456	704	$6.3M
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
Mariner Advisor Network	Low 14%	2,202	16,100	$580K
Brave Warrior Advisors, LLC	Very High 84%	82	98	$40M
Joel Isaacson & Co., LLC	Very High 89%	1,132	1,267	$7.4M
CS Planning Corp	Low 13%	541	4,190	$470K
Heritage Investors Management Corp	Very High 86%	585	682	$5.9M
Strategic Financial Concepts, llc	Very Low 5%	190	3,698	$200K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Fiduciary Counselling Inc	High 39%	643	1,645	$5.4M
Jacobi Capital Management, LLC	High 37%	1,087	2,900	$820K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
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	Very High 43%	3,280	7,683	$1.2M
Williams Jones Wealth Management, LLC	Very High 88%	1,335	1,517	$7.3M
Symphony Financial, Ltd. Co.	High 30%	836	2,823	$460K
PFG Advisors	Low 10%	735	7,527	$420K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Red Door Wealth Management, LLC	Very High 46%	428	929	$3.1M
SageSpring Wealth Partners	Typical 18%	2,060	11,558	$730K
Salem Investment Counselors Inc	Very High 46%	601	1,294	$2.9M
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
Elm Wealth	Very High 83%	537	644	$3.3M
Venture Visionary Partners LLC	High 31%	833	2,660	$1.6M
Summit Wealth Group	Typical 19%	584	3,117	$740K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very 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
Winthrop Wealth	High 31%	743	2,405	$1.2M
Visionary Wealth Advisors, LLC	Typical 21%	898	4,186	$820K
Diversify Wealth Management, LLC	Typical 18%	831	4,719	$820K
The AmeriFlex Group	Low 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
IFG Advisory, LLC	High 39%	3,556	9,038	$510K
Golden State Wealth Management, LLC	High 40%	1,655	4,119	$520K
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Linscomb Wealth, Inc.	Very High 65%	1,058	1,640	$3.1M
Stephens	Typical 15%	3,088	21,168	$670K
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
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
LaSalle St. Investment Advisors, L.L.C.	Very Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
BLBB Advisors	Very High 45%	678	1,520	$1.8M
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
John W. Bristol & Co., Inc.	Very High 100%	83	83	$48M
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
Scs	Very High 46%	1,110	2,425	$710K
Alamo Advisors, LP	Very High 100%	231	231	$14M
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
Thoroughbred Financial Services, llc	High 27%	691	2,520	$1.1M
DayMark Wealth Partners, LLC	Very High 44%	913	2,060	$2.3M
ZWJ Investment Counsel Inc	Very High 66%	656	990	$3.8M
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
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Trek Financial	Typical 15%	670	4,539	$540K
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Everhart Advisors	Typical 26%	579	2,268	$1M
Quotient Wealth Partners, LLC	Very High 51%	1,151	2,250	$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
Chicago Capital, LLC	Very High 54%	445	818	$5.7M
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	Very 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
Cassaday & Company, Inc.	Very High 64%	2,017	3,142	$2.2M
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	Low 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
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
JFS Wealth Advisors, LLC	High 40%	877	2,216	$1.7M
Proficio Capital Partners LLC	Very High 100%	138	138	$32M
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
Santander Securities	Very Low 0%	—	10,832	$260K
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
Cyndeo Wealth Partners	Very High 47%	575	1,219	$2.5M
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
LexAurum Advisors	Typical 15%	331	2,189	$570K
Regal Investment Advisors LLC	Very 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
Stokes Family Office LLC	Very High 53%	383	724	$3.4M
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Perennial Financial Services	High 30%	913	3,069	$760K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Pine Valley Investments	High 29%	606	2,070	$1.1M
MONECO Advisors	High 27%	762	2,781	$800K
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Pittenger & Anderson Inc	High 38%	341	894	$1.8M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
Madison Partners	Typical 18%	367	2,042	$620K
Leo Wealth, LLC	Typical 26%	453	1,714	$1.9M
Victory Financial	Low 12%	360	2,937	$450K
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
Chilton Capital Management LLC	Very High 50%	455	908	$2.9M
Lutz Financial	Very High 50%	420	845	$2.8M
Bogart Wealth, LLC	Very High 50%	722	1,442	$2.2M
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Henssler Financial	Very High 46%	733	1,609	$2M
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
Advocacy Wealth Management, LLC	High 39%	649	1,658	$1.7M
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
Principle Wealth	Very High 52%	613	1,173	$2.6M
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
Foguth Wealth Management, LLC.	Low 9%	209	2,259	$370K
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
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
Sage Financial Group Inc.	Very High 65%	715	1,101	$3.8M
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
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
The Burney Company	Very High 48%	904	1,880	$1.6M
Krilogy	High 37%	1,121	3,061	$1.4M
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
Bridges Investment Management Inc	Very High 45%	752	1,671	$3.3M
Farther	Typical 24%	3,463	14,593	$970K
Northrock Partners, LLC	Very 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
Korhorn Financial Group	Typical 19%	430	2,303	$460K
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Maia Wealth	Low 11%	226	2,127	$460K
David Vaughan Investments, LLC	Very High 62%	721	1,164	$3.4M
The Welch Group, LLC	Very High 49%	690	1,416	$2.6M
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
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Greenwich Wealth Management, LLC	Very High 83%	491	589	$3.8M
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
Pallas Capital Advisors, LLC	High 39%	474	1,221	$3.5M
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
Alden investment Group	Very Low 7%	107	1,457	$240K
U.S. Capital Wealth Advisors, LLC	Very High 43%	1,875	4,395	$1.9M
Aprio Wealth Management, LLC	Very 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	Very High 47%	1,540	3,255	$1.2M
RubinBrown Advisors LLC	Very High 66%	728	1,101	$3M
Encompass More Asset Management LLC	Very Low 6%	260	4,008	$250K
Freestone Capital Management, LLC	Very 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
Kathmere Capital Management, LLC	High 37%	278	750	$3M
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
Simplicity wealth	Low 8%	645	8,456	$200K
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
Hamilton Capital	Very High 49%	1,341	2,744	$1.4M
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Staley Capital Advisers Inc	Very High 75%	314	416	$6.2M
Summitry, LLC	Very High 58%	745	1,293	$2.4M
Moran Wealth Management, LLC	Very High 61%	981	1,606	$3M
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
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
Avidian Wealth Solutions	Very High 58%	1,080	1,866	$2.5M
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
Azimuth Capital Management	Very High 83%	315	381	$9.6M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
Eagle Global Advisors LLC	Very Low 0%	—	336	$5.3M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Hoxton Wealth	High 31%	429	1,378	$580K
Nfsg Corporation	Typical 25%	765	3,036	$340K
Greenspring Advisors, LLC	Very High 66%	1,118	1,697	$2.6M
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
CM Wealth Advisors LLC	Very High 64%	131	204	$8.8M
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
McAdam LLC	Low 11%	584	5,538	$480K
SignatureFD, LLC	Very High 67%	1,271	1,891	$4.9M
Southeast Asset Advisors, LLC	Very High 66%	185	281	$9.3M
Vanderbilt Advisory Services	Very Low 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Permcap Investment Office	Very High 100%	39	39	$74M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Calton & Associates, Inc.	Very Low 6%	278	5,056	$290K
AleSco Advisors, LLC, an ESL Company	Very High 72%	363	503	$5.1M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Choate Investment Advisors	Very High 85%	519	614	$15M
New England Private Wealth Advisors, LLC	Very High 90%	338	376	$8.2M
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
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	Very High 45%	715	1,596	$2.1M
Gibson Capital, LLC	Very High 79%	175	222	$7M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Boulay Wealth	Very High 48%	534	1,106	$2.1M
Foster Group, INC.	High 37%	715	1,956	$2.1M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
Greycourt & Co., INC.	Very High 100%	36	36	$130M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Transce3nd LLC	Low 13%	201	1,581	$260K
Per Stirling Capital Management, LLC	Very High 44%	471	1,074	$1.4M
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Becker Capital Management, Inc.	Very High 70%	519	745	$5M
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
Circle Wealth Management, LLC	Very High 100%	349	349	$37M
Wellspring Financial Advisors, LLC	Very High 85%	118	139	$36M
Vectorglobal Iag, Inc.	High 37%	448	1,203	$890K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Turtle Creek Trust	Very High 95%	96	101	$42M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Reynders, McVeigh Capital Management, LLC	Very High 77%	545	704	$4.2M
Wescott Financial Advisory Group LLC	Very High 76%	581	769	$3.9M
Wharton Business Group, LLC	Very High 78%	78	100	$37M
Wesbanco Securities, Inc.	Low 13%	208	1,627	$180K
True North Advisors, LLC	Very High 58%	594	1,022	$3.8M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Venturi Private Wealth	Very High 59%	407	687	$4.5M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
OpenArc Corporate Advisory, LLC	Very High 61%	2,356	3,841	$2.6M

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