Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
PRONVEST, INC. |
119081 |
801-60964 |
11548 |
21 |
$801,403,695 |
BROGAN FINANCIAL |
133623 |
801-69181 |
1637 |
15 |
$397,590,991 |
LEE DANNER & BASS INC |
111002 |
801-30924 |
893 |
12 |
$1,475,356,161 |
COSEY FINANCIAL SERVICES, INC. |
140175 |
801-120768 |
892 |
5 |
$155,975,734 |
KRAFT ASSET MANAGEMENT, LLC |
119139 |
801-66686 |
565 |
7 |
$432,987,620 |
12TH STREET ASSET MANAGEMENT |
153528 |
801-76968 |
552 |
4 |
$546,103,023 |
FINANCIAL MANAGEMENT ADVISORS, INC. |
117442 |
801-122762 |
494 |
2 |
$112,200,000 |
INSIGHT STRATEGIC WEALTH LLC |
147290 |
801-113370 |
439 |
3 |
$190,289,532 |
SENTRY, LLC |
150593 |
801-70290 |
263 |
3 |
$2,403,265,386 |
WUNDERLICH CAPITAL MANAGEMENT |
117878 |
801-79842 |
187 |
1 |
$226,474,588 |
CARDINAL WEALTH ADVISORY, LLC |
136659 |
801-124698 |
174 |
3 |
$117,612,985 |
NFC INVESTMENTS, LLC |
132844 |
801-63560 |
143 |
8 |
$1,814,187,673 |
MERCURY INVESTMENT GROUP |
125245 |
801-121636 |
97 |
4 |
$152,802,658 |
POPE ASSET MANAGEMENT, LLC |
113584 |
801-60556 |
59 |
3 |
$127,748,405 |
COURAGE CAPITAL MANAGEMENT, LLC |
130449 |
801-63190 |
9 |
16 |
$1,018,408,475 |
BANES CAPITAL MANAGEMENT, LLC |
134522 |
801-67102 |
3 |
2 |
$332,068,643 |