Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BUCKINGHAM CAPITAL MANAGEMENT, INC. |
117984 |
801-61296 |
2953 |
16 |
$785,574,025 |
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC |
159710 |
801-118114 |
1787 |
7 |
$244,534,453 |
CAMELOT PORTFOLIOS, LLC |
145918 |
801-70932 |
1321 |
8 |
$425,419,059 |
FIDATO WEALTH LLC |
158173 |
801-108417 |
981 |
11 |
$311,121,485 |
BOWLING PORTFOLIO MANAGEMENT LLC |
133488 |
801-63696 |
786 |
6 |
$554,781,105 |
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. |
136583 |
801-117577 |
661 |
4 |
$142,504,338 |
SUMMIT CAPITAL INC. |
121335 |
801-122654 |
645 |
4 |
$196,873,937 |
ADVANCED ASSET MANAGEMENT ADVISORS, INC. |
119859 |
801-61760 |
592 |
8 |
$799,318,759 |
TW ADVISORS |
117295 |
801-60709 |
490 |
4 |
$269,549,819 |
RICHWOOD INVESTMENT ADVISORS, LLC |
153550 |
801-121520 |
391 |
2 |
$120,312,261 |
CHAPMAN & CHAPMAN ADVISORS LLC |
122655 |
801-121327 |
385 |
3 |
$131,760,244 |
EICHNER INVESTMENT PLANNING, LLC |
128215 |
801-113004 |
249 |
1 |
$445,869,537 |
ASSET MANAGEMENT ADVISORY GROUP LLC |
140176 |
801-67384 |
45 |
1 |
$107,100,309 |
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES |
145635 |
801-68695 |
39 |
4 |
$1,356,862,430 |
ROCKBRIDGE CAPITAL, LLC |
161078 |
801-74104 |
20 |
74 |
$3,502,674,069 |
GLASFUNDS, LLC |
150884 |
801-119167 |
2 |
11 |
$1,232,048,000 |