Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BOK FINANCIAL ADVISORS |
17530 |
801-53600 |
3217 |
155 |
$739,298,341 |
VISTA INVESTMENT PARTNERS LLC |
286014 |
801-108779 |
2648 |
11 |
$728,089,179 |
THE ADVISORY RESOURCE GROUP, LLC |
290110 |
801-111999 |
2265 |
12 |
$605,988,706 |
REUTER JAMES WEALTH MANAGEMENT, LLC |
313573 |
801-120960 |
1384 |
3 |
$445,030,764 |
MELIA WEALTH LLC |
145402 |
801-110485 |
1355 |
4 |
$409,429,767 |
CADENT CAPITAL ADVISORS, LLC |
169704 |
801-78860 |
1263 |
12 |
$565,873,519 |
HOGANTAYLOR WEALTH |
129696 |
801-71011 |
1109 |
9 |
$546,794,508 |
WARBURTON CAPITAL MANAGEMENT, LLC |
141969 |
801-78149 |
1103 |
9 |
$498,629,087 |
ALIGN WEALTH MANAGEMENT, LLC |
131482 |
801-63165 |
991 |
5 |
$415,407,000 |
PHILLIPS CAPITAL ADVISORS, INC. |
115758 |
801-66961 |
646 |
17 |
$514,657,338 |
JACKSON HOLE CAPITAL PARTNERS, LLC |
285978 |
801-113252 |
416 |
6 |
$593,634,491 |
GIBRALTAR CAPITAL MANAGEMENT, INC. |
122328 |
801-66289 |
355 |
22 |
$719,383,135 |
INVESTRUST CONSULTING, LLC |
108037 |
801-55942 |
11 |
10 |
$522,558,270 |
ACORN GROWTH COMPANIES, LLC |
164499 |
801-110106 |
10 |
12 |
$496,782,115 |
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. |
115220 |
801-60650 |
4 |
6 |
$616,326,212 |