General Information |
| Firm CRD#: | 327894 | |
| SEC#: | 801-128877 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CARSON GROUP INVESTING | 291744 | 801-113561 | 12155 | 7 | $2,261,457,754 |
| WEALTHPLAN PARTNERS | 305026 | 801-117955 | 6661 | 78 | $1,619,950,649 |
| ALLEN CAPITAL GROUP, LLC | 135879 | 801-64514 | 5849 | 42 | $815,698,622 |
| MCMILL CPA AND ADVISORS | 129015 | 801-64153 | 3729 | 50 | $545,604,765 |
| LUTZ FINANCIAL | 117273 | 801-62093 | 2004 | 17 | $1,731,482,313 |
| PITTENGER & ANDERSON INC | 111033 | 801-49107 | 1855 | 13 | $2,256,261,817 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 801-120004 | 1096 | 26 | $869,707,596 |
| LINCOLN CAPITAL, LLC | 168307 | 801-78526 | 1068 | 10 | $540,387,470 |
| BELLWETHER WEALTH | 300012 | 801-114600 | 952 | 7 | $454,674,905 |
| CAMBRIDGE ADVISORS INC | 104851 | 801-36028 | 842 | 5 | $530,481,642 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | 801-60282 | 748 | 13 | $1,917,242,591 |
| WESTCHESTER CAPITAL MANAGEMENT INC | 110961 | 801-28498 | 612 | 8 | $452,458,376 |
| HUB INVESTMENT ADVISORS, INC | 164600 | 801-76898 | 500 | 8 | $1,315,093,006 |
| IRONVINE CAPITAL PARTNERS, LLC | 168892 | 801-108956 | 376 | 5 | $827,464,747 |
| THE MAGNOLIA GROUP, LLC | 171102 | 801-79848 | 2 | 2 | $797,436,834 |