Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WEALTH MANAGEMENT CORPORATION |
109576 |
801-118733 |
1505 |
6 |
$175,941,658 |
SUNCOAST EQUITY MANAGEMENT, LLC |
108289 |
801-62262 |
1272 |
14 |
$1,091,588,569 |
BOREAL CAPITAL MANAGEMENT LLC |
112221 |
801-57604 |
1158 |
48 |
$1,587,159,834 |
B&C FINANCIAL ADVISORS |
110295 |
801-55533 |
1109 |
10 |
$482,561,724 |
NOVAK & POWELL FINANCIAL SERVICES, INC. |
112970 |
801-108964 |
1018 |
9 |
$296,486,479 |
PERSONAL FINANCIAL PROFILES INC |
109327 |
801-78068 |
399 |
2 |
$326,339,572 |
RIVERPLACE CAPITAL MANAGEMENT INC |
109079 |
801-79970 |
284 |
7 |
$200,986,846 |
SAWGRASS ASSET MANAGEMENT LLC |
108831 |
801-55243 |
275 |
19 |
$2,923,735,944 |
KEATING INVESTMENT COUNSELORS INC |
110134 |
801-19820 |
274 |
4 |
$292,499,412 |
CASSEDY FINANCIAL GROUP, INC. |
111446 |
801-121550 |
231 |
3 |
$145,559,802 |
EDMP, INC. |
110248 |
801-43372 |
203 |
4 |
$118,128,351 |
COLBERT INVESTMENT MANAGEMENT CO |
108642 |
801-54716 |
107 |
3 |
$251,707,357 |
III CAPITAL MANAGEMENT |
113539 |
801-60505 |
31 |
11 |
$57,115,755,602 |
WEXFORD CAPITAL LP |
108726 |
801-55118 |
29 |
42 |
$2,033,758,066 |
RLC BUSINESS SERVICES, INC. |
108653 |
801-56089 |
25 |
1 |
$96,172,563 |
GFO ADVISORY SERVICES, LLC |
109278 |
801-56752 |
17 |
11 |
$231,994,428 |