Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
VERSANT CAPITAL MANAGEMENT, INC. |
131692 |
801-63192 |
15605 |
15 |
$900,479,528 |
TRAJAN WEALTH, L.L.C. |
158847 |
801-100392 |
15595 |
125 |
$1,969,683,196 |
VERUS CAPITAL PARTNERS, LLC |
151568 |
801-78989 |
6591 |
49 |
$1,564,473,891 |
TREK FINANCIAL |
109376 |
801-58087 |
4584 |
55 |
$2,260,449,578 |
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP |
111320 |
801-54265 |
4225 |
26 |
$2,556,150,742 |
SONORA INVESTMENT MANAGEMENT |
315312 |
801-121799 |
3330 |
15 |
$1,962,270,353 |
TOTAL INVESTMENT MANAGEMENT, INC. |
108818 |
801-69759 |
2170 |
10 |
$1,196,259,533 |
IRONWOOD INVESTMENT COUNSEL, LLC |
110623 |
801-60073 |
1982 |
19 |
$1,400,440,770 |
GALVIN, GAUSTAD & STEIN, LLC |
153410 |
801-71464 |
1942 |
14 |
$1,191,853,438 |
MSH CAPITAL ADVISORS LLC |
157835 |
801-108933 |
1920 |
29 |
$1,036,575,400 |
L. ROY PAPP & ASSOCIATES, LLP |
105130 |
801-35594 |
1833 |
10 |
$1,534,106,429 |
WELLSPRING FINANCIAL PARTNERS |
158872 |
801-112630 |
430 |
10 |
$1,016,208,473 |
GLOBAL STRATEGIC INVESTMENT SOLUTIONS |
175300 |
801-114835 |
359 |
5 |
$1,359,224,640 |
SOVEREIGN INVESTMENT ADVISORS LLC |
149040 |
801-80942 |
139 |
8 |
$2,327,230,630 |
STANDPOINT ASSET MANAGEMENT, LLC |
305155 |
801-117365 |
1 |
7 |
$1,048,194,064 |