Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BRIDGEWORTH WEALTH MANAGEMENT |
164100 |
801-76956 |
5489 |
60 |
$2,016,498,230 |
NBC SECURITIES, INC. |
17870 |
801-58257 |
5228 |
95 |
$1,383,786,365 |
EVERSOURCE WEALTH ADVISORS, LLC |
286340 |
801-119192 |
4774 |
40 |
$1,807,761,235 |
SOUTHERN FINANCIAL GROUP, LLC |
142644 |
801-67489 |
2389 |
8 |
$741,138,703 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
107890 |
801-14752 |
2366 |
29 |
$2,136,355,120 |
ONEASCENT WEALTH MANAGEMENT |
308057 |
801-118682 |
2357 |
37 |
$470,673,074 |
JACKSON THORNTON ASSET MANAGEMENT, LLC |
116091 |
801-61445 |
2188 |
17 |
$1,282,407,140 |
CAPSOUTH WEALTH MANAGEMENT |
132517 |
801-63509 |
1679 |
22 |
$661,007,213 |
SUNBURST FINANCIAL GROUP, LLC |
283605 |
801-107720 |
1656 |
10 |
$499,964,012 |
MELD FINANCIAL, INC. |
118896 |
801-62981 |
1547 |
13 |
$512,276,768 |
BHK INVESTMENT ADVISORS |
140515 |
801-66669 |
767 |
9 |
$574,165,874 |
SMITH THORNTON ADVISORS, LLC |
312537 |
801-120351 |
697 |
7 |
$663,170,861 |
PARK PLACE CAPITAL CORPORATION |
107952 |
801-32593 |
397 |
11 |
$854,401,251 |
PORTER WHITE INVESTMENT ADVISORS, INC. |
110876 |
801-48755 |
285 |
9 |
$640,659,372 |
ANDERSON GROWTH PARTNERS, LLC |
138600 |
801-65663 |
43 |
10 |
$743,800,530 |