Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BOK FINANCIAL ADVISORS |
17530 |
801-53600 |
3101 |
165 |
$737,556,409 |
THE ADVISORY RESOURCE GROUP, LLC |
290110 |
801-111999 |
2310 |
14 |
$715,501,519 |
MELIA WEALTH LLC |
145402 |
801-110485 |
2225 |
4 |
$455,681,209 |
SCISSORTAIL WEALTH MANAGEMENT, LLC |
297761 |
801-114094 |
2100 |
10 |
$488,486,732 |
THE LEGACY FINANCIAL GROUP, INC. |
135059 |
801-64293 |
1608 |
9 |
$513,560,986 |
VISTA INVESTMENT PARTNERS LLC |
286014 |
801-108779 |
1601 |
9 |
$541,021,596 |
CADENT CAPITAL ADVISORS, LLC |
169704 |
801-78860 |
1315 |
12 |
$651,008,144 |
WARBURTON CAPITAL MANAGEMENT, LLC |
141969 |
801-78149 |
1226 |
7 |
$701,084,221 |
CASTLEPOINT WEALTH ADVISORS |
205512 |
801-96254 |
1009 |
10 |
$605,040,407 |
EVERPAR ADVISORS LLC |
326468 |
801-128638 |
816 |
8 |
$488,511,578 |
JACKSON HOLE CAPITAL PARTNERS, LLC |
285978 |
801-113252 |
498 |
5 |
$862,109,541 |
GIBRALTAR CAPITAL MANAGEMENT, INC. |
122328 |
801-66289 |
376 |
22 |
$750,855,822 |
INVESTRUST CONSULTING, LLC |
108037 |
801-55942 |
11 |
9 |
$562,737,100 |
ACORN CAPITAL MANAGEMENT |
164499 |
801-110106 |
9 |
16 |
$574,127,168 |
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. |
115220 |
801-60650 |
5 |
6 |
$825,985,024 |