William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 7,421 $1.63M 1.7% 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,416 $1.63M 0.5% -46 13F-HR Timeline GARNET EQUITY CAPITAL HOLDINGS, INC. More: the full row for GARNET EQUITY CAPITAL HOLDINGS, INC. 7,400 $1.62M 0.98% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,398 $1.62M 0.54% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,384 $1.62M 0.35% +972 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,367 $1.62M 0.28% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,353 $1.61M 0.99% +45 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,346 $1.61M 0.11% +27 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 7,343 $1.61M 1.27% -46 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,341 $1.61M 1.83% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,339 $1.61M 1.02% -562 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,333 $1.61M 0.42% +2,730 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,326 $1.61M 1.27% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 7,324 $1.61M 0.6% +1,146 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,320 $1.61M 0.23% +57 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,319 $1.61M 0.81% +298 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,437 $1.61M 1.6% 13F-HR/A Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 7,297 $1.6M 0.83% +495 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,291 $1.6M 0.04% +350 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 7,228 $1.6M 0.98% +105 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,284 $1.6M 0.59% +110 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,272 $1.59M 1.14% -1,083 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,905 $1.59M 0.65% -1,504 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,239 $1.59M 0.39% +3 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,220 $1.58M 0.21% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,220 $1.58M 1.01% -21 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,207 $1.58M 0.53% +110 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,189 $1.58M 1.39% -450 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,189 $1.58M 0.52% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,185 $1.58M 1.03% -5 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,150 $1.57M 0.51% -5 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 7,142 $1.57M 1.05% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 7,136 $1.57M 0.43% +17 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,135 $1.57M 0.54% -45 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 7,133 $1.56M 0.43% -59 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,120 $1.56M 0.26% -806 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 7,120 $1.56M 0.4% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,117 $1.56M 0.52% +84 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,113 $1.56M 1.31% -60 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 7,109 $1.56M 0.4% +64 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,096 $1.56M 0.64% +77 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 6,800 $1.56M 0.89% +265 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,095 $1.56M 0.35% +1,081 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,093 $1.56M 0.14% +732 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 7,087 $1.55M 0.45% +582 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,084 $1.55M 0.76% -33 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,074 $1.55M 0.66% +721 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,057 $1.55M 0.54% -7,231 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 7,056 $1.55M 0.51% +565 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,050 $1.55M 0.98% +123 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 7,047 $1.55M 0.99% +87 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,843 $1.55M 0.32% +69 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 7,046 $1.55M 0.8% +203 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 7,044 $1.55M 1.43% 13F-HR/A Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 7,044 $1.55M 0.85% +638 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 7,043 $1.55M 0.7% -210 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 7,040 $1.54M 1.28% 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 7,026 $1.54M 0.74% +112 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,011 $1.54M 1.27% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 7,011 $1.54M 0.96% +250 13F-HR Timeline Yost Capital Management, LP More: the full row for Yost Capital Management, LP 7,010 $1.54M 1.71% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 7,009 $1.54M 0.52% +500 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,618 $1.54M 0.51% +638 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,995 $1.53M 0.74% 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,994 $1.53M 0.7% -80 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,982 $1.53M 0.86% -85 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,978 $1.53M 0.57% -895 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,969 $1.53M 0.4% +665 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,967 $1.53M 1.35% -364 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,967 $1.53M 0.39% +891 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,961 $1.53M 0.51% -55 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,961 $1.53M 0.79% +137 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,943 $1.52M 0.12% +371 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 6,931 $1.52M 0.24% +785 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,929 $1.52M 0.51% -49 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,928 $1.52M 0.88% +1,898 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 6,918 $1.52M 0.81% +781 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 6,917 $1.52M 1.4% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,907 $1.52M 0.67% +41 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 6,905 $1.51M 0.62% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 6,903 $1.51M 1.33% 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,875 $1.51M 0.78% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,873 $1.51M 0.43% -3,511 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,856 $1.5M 1.09% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 6,850 $1.5M 0.87% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,848 $1.5M 1.39% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,828 $1.5M 0.51% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,835 $1.5M 0.98% +540 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 6,822 $1.5M 1.04% -1,297 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,822 $1.5M 0.46% 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,806 $1.49M 0.88% +1,766 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,800 $1.49M 0.18% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 6,796 $1.49M 0.3% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,795 $1.49M 0.17% -674 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 8,246 $1.49M 0.47% +1,461 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,776 $1.49M 0.37% +364 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 6,767 $1.48M 0.54% +775 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 6,700 $1.48M 0.86% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,752 $1.48M 0.94% 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,736 $1.48M 0.46% +1,717 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 6,729 $1.48M 0.54% +131 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,717 $1.47M 1.62% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,239 $1.47M 0.45% -74 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,674 $1.46M 0.51% +180 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,663 $1.46M 0.02% +477 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,659 $1.46M 0.11% +167 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,651 $1.46M 0.15% +50 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,646 $1.46M 0.66% -29 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,611 $1.45M 1.57% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 6,605 $1.45M 0.47% +394 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,070 $1.44M 1.17% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,565 $1.44M 0.59% -70 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 6,559 $1.44M 1.37% 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,551 $1.44M 1.32% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 6,512 $1.43M 1.42% 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,510 $1.43M 0.84% 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,510 $1.43M 1.27% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,495 $1.42M 0.81% +58 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,490 $1.42M 0.29% -15,844 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 6,489 $1.42M 0.86% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,487 $1.42M 0.26% +902 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 6,480 $1.42M 0.53% +185 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,468 $1.42M 0.87% -226 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,455 $1.42M 0.07% +422 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,447 $1.41M 0.57% -360 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 6,444 $1.41M 0.45% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,440 $1.41M 0.54% +475 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,440 $1.41M 0.89% 0 13F-HR/A Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,435 $1.41M 1.25% 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,301 $1.41M 1.27% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,414 $1.41M 0.56% +290 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,407 $1.41M 0.44% +606 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 6,403 $1.4M 1.4% 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 6,400 $1.4M 0.01% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 6,396 $1.4M 0.29% +2,186 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,376 $1.4M 0.75% +869 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 6,372 $1.4M 1.03% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6,368 $1.4M 1.21% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,355 $1.39M 1.3% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,339 $1.39M 0.23% -62 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 6,338 $1.39M 0.77% +232 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 6,321 $1.39M 0.28% +268 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,320 $1.39M 0.63% +683 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,296 $1.38M 0.38% +77 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,287 $1.38M 0.59% +36 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 6,266 $1.37M 0.82% +250 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,265 $1.37M 0.96% -1,000 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 6,263 $1.37M 0.6% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,252 $1.37M 0.67% -1,698 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,249 $1.37M 0.83% -57 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,246 $1.37M 0.57% +197 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 6,236 $1.37M 0.54% +2 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,231 $1.37M 0.34% -110 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,207 $1.36M 0.21% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,201 $1.36M 0.66% +327 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,190 $1.36M 0.83% -79 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 6,049 $1.36M 0.89% +395 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 6,165 $1.35M 0.21% +75 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,154 $1.35M 0.3% +271 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 6,150 $1.35M 0.45% -728 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,147 $1.35M 0.69% -25 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 6,145 $1.35M 0.41% 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,132 $1.35M 0.27% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 6,131 $1.35M 0.68% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,130 $1.35M 0.58% +449 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,117 $1.34M 0.37% +105 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,116 $1.34M 0.71% +58 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 6,106 $1.34M 0.53% -5,735 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,104 $1.34M 0.98% -25 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,087 $1.34M 0.67% -392 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 6,086 $1.34M 0.35% -3,069 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,085 $1.33M 1.02% -28 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,084 $1.33M 0.53% -4,560 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 6,083 $1.33M 0.56% 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,076 $1.33M 0.46% -3 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,072 $1.33M 0.33% +245 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,069 $1.33M 0.59% +340 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,064 $1.33M 0.62% -95 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,025 $1.32M 0.21% +293 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,025 $1.32M 0.7% -153 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,023 $1.32M 0.32% +100 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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