Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
STRATEGIC WEALTH INVESTMENT GROUP, LLC |
165474 |
801-117642 |
22963 |
76 |
$900,767,493 |
KPP ADVISORY SERVICES LLC |
289507 |
801-111709 |
3405 |
33 |
$874,251,636 |
PRIVATE CLIENT SERVICES, LLC |
120222 |
801-71475 |
2890 |
60 |
$845,810,789 |
BALLAST, INC. |
152695 |
801-79651 |
1798 |
12 |
$625,203,027 |
FIRST KENTUCKY SECURITIES CORP |
7524 |
801-67742 |
1757 |
20 |
$678,564,542 |
JOURNEY ADVISORY GROUP, LLC |
171919 |
801-79934 |
1692 |
20 |
$1,015,864,170 |
RELIANT WEALTH PLANNING, LLC |
286230 |
801-108818 |
1625 |
13 |
$520,645,127 |
ALEXANDER INVESTMENT SERVICES CO. |
1037 |
801-10334 |
1242 |
13 |
$641,355,878 |
ATLAS BROWN |
133408 |
801-63702 |
1120 |
9 |
$455,213,189 |
THE GLEASON GROUP, INC. |
175104 |
801-96195 |
946 |
9 |
$785,409,717 |
ASIO CAPITAL LLC |
298326 |
801-113910 |
571 |
6 |
$499,551,795 |
HARVEY INVESTMENT COMPANY, LLC |
110482 |
801-58031 |
264 |
4 |
$913,288,498 |
RAMSEY QUANTITATIVE SYSTEMS, INC. |
175257 |
801-97337 |
53 |
22 |
$836,579,864 |
WAYCROSS PARTNERS, LLC |
153838 |
801-81041 |
33 |
12 |
$548,565,729 |
DUPREE & COMPANY, INC. |
1697 |
801-13157 |
1 |
13 |
$1,031,166,310 |