Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 72 $2.34K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 72 $2.34K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 69 $2.24K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 63 $2.04K <0.01% +11 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 59 $1.93K <0.01% -1 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 58 $1.88K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 58 $1.88K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 56 $1.82K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 52 $1.68K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 48 $1.56K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 47 $1.53K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45 $1.46K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 44 $1.43K <0.01% -43 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $1.43K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 43 $1.4K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 38 $1.23K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $1.14K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $1.07K <0.01% +6 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $1K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 25 $818 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $771 <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 23 $747 <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 22 $714 <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 21 $682 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $584 <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 17 $552 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16 $520 <0.01% -278 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16 $519 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 15 $487 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $454 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $427 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12 $390 <0.01% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $325 <0.01% -1,035 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $325 <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 8 $260 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $260 <0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $131 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $130 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 3 $97 <0.01% -28 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $32 <0.01% -144,357 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1 $24 <0.01% new 13F-HR Timeline Group RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 3 $1 <0.01% new 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 11 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.