General Information |
| Firm CRD#: | 322130 | |
| SEC#: | 801-126084 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ANCHOR INVESTMENT MANAGEMENT | 135296 | 801-64338 | 1660 | 18 | $1,087,635,156 |
| CAROLINA WEALTH ADVISORS | 288837 | 801-119040 | 1031 | 5 | $200,719,005 |
| BALLENTINE CAPITAL ADVISORS, INC. | 140913 | 801-120268 | 898 | 3 | $174,600,720 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 121006 | 801-61500 | 716 | 12 | $698,090,850 |
| NORRIS FINANCIAL GROUP, LLC | 129422 | 801-112958 | 631 | 4 | $189,491,084 |
| CARROLL INVESTORS, INC. | 311180 | 801-119870 | 500 | 3 | $188,011,859 |
| OAK ADVISORS, LLC | 137192 | 801-64842 | 410 | 9 | $207,702,833 |
| MATCH GRADE ADVISORS | 299181 | 801-114348 | 401 | 5 | $223,299,206 |
| OBJECTIVITY SQUARED WEALTH MANAGEMENT | 311052 | 801-119693 | 334 | 4 | $329,000,000 |
| ALLISON INVESTMENT MANAGEMENT, LLC | 124645 | 801-125959 | 232 | 2 | $115,061,000 |
| WCM GLOBAL WEALTH, LLC | 156594 | 801-117029 | 182 | 9 | $340,972,397 |
| INTENTIONAL | 318570 | 801-123251 | 140 | 3 | $94,996,432 |
| PRIMETRUST ADVISORS LLC | 141625 | 801-68762 | 30 | 3 | $305,647,144 |
| MODERN CAPITAL MANAGEMENT, CO. | 306631 | 801-117876 | 1 | 5 | $13,359,729 |
| APOLLON FINANCIAL, LLC | 321217 | 801-125787 | 0 | 7 | $0 |
| IMPRINT WEALTH LLC | 322130 | 801-126084 | 0 | 7 | $0 |