Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CREATIVE FINANCIAL DESIGNS, INC. |
109032 |
801-60153 |
11616 |
145 |
$1,710,359,005 |
CX INSTITUTIONAL, LLC |
292627 |
801-112742 |
8609 |
89 |
$2,219,624,079 |
BEDEL FINANCIAL CONSULTING INC |
105653 |
801-34764 |
4585 |
14 |
$1,809,355,091 |
THURSTON SPRINGER ADVISORS |
299201 |
801-114256 |
3859 |
51 |
$1,353,974,492 |
STRATEGIQ FINANCIAL GROUP, LLC |
144287 |
801-68171 |
3322 |
28 |
$1,518,782,139 |
PHILLIPS FINANCIAL |
131344 |
801-63343 |
2648 |
31 |
$1,749,643,216 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC |
118739 |
801-60978 |
2021 |
25 |
$1,049,676,930 |
COLUMN CAPITAL ADVISORS, LLC |
135118 |
801-64213 |
1634 |
22 |
$1,259,029,913 |
DONALDSON CAPITAL MANAGEMENT LLC |
106131 |
801-48479 |
1469 |
58 |
$2,310,717,134 |
ELSER FINANCIAL PLANNING, INC. |
143311 |
801-80871 |
1311 |
12 |
$1,379,851,158 |
WOODLEY FARRA |
107660 |
801-50387 |
1270 |
11 |
$1,496,770,479 |
AXIA ADVISORY |
107571 |
801-42110 |
153 |
6 |
$1,296,178,638 |
BAXTER CAPITAL MANAGEMENT INC |
105123 |
801-14659 |
14 |
3 |
$1,783,757,336 |
EVERENCE CAPITAL MANAGEMENT, INC. |
105675 |
801-36323 |
8 |
12 |
$2,006,137,406 |
CERES PARTNERS, LLC |
290937 |
801-114192 |
5 |
21 |
$1,549,184,975 |