| Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
| LEGACY WEALTH MANAGEMENT INC |
108619 |
801-18073 |
4258 |
21 |
$2,053,155,411 |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC |
112155 |
801-55500 |
4182 |
24 |
$1,686,856,719 |
| RED DOOR WEALTH MANAGEMENT, LLC |
153235 |
801-79374 |
2366 |
14 |
$1,791,409,490 |
| PATTEN AND PATTEN, INC. |
105414 |
801-11499 |
2086 |
11 |
$1,933,601,275 |
| LBMC INVESTMENT ADVISORS, LLC |
108943 |
801-55589 |
1655 |
8 |
$1,953,855,930 |
| LEE DANNER & BASS INC |
111002 |
801-30924 |
973 |
12 |
$1,539,122,999 |
| CHICKASAW CAPITAL MANAGEMENT, LLC |
127398 |
801-62121 |
438 |
19 |
$1,971,596,648 |
| SENTRY, LLC |
150593 |
801-70290 |
259 |
3 |
$2,378,668,173 |
| NEWSOUTH CAPITAL MANAGEMENT INC |
110676 |
801-24716 |
175 |
11 |
$2,618,008,797 |
| NFC INVESTMENTS, LLC |
132844 |
801-63560 |
153 |
9 |
$2,035,919,876 |
| DISCIPLINA CAPITAL MANAGEMENT, LLC |
167295 |
801-115108 |
50 |
10 |
$2,279,961,313 |
| AJ CAPITAL MANAGEMENT LLC |
291880 |
801-112982 |
36 |
133 |
$2,173,461,555 |
| CAPITALSPRING |
161372 |
801-74234 |
17 |
33 |
$2,524,505,483 |
| RUBICON FOUNDERS, LLC |
315631 |
801-122305 |
12 |
45 |
$1,796,185,218 |
| AB BROADLY SYNDICATED LOAN MANAGER LLC |
308135 |
801-119242 |
4 |
1 |
$1,709,000,000 |