M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 47,981 $10.5M 8.59% 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 47,784 $10.5M 2.83% -2,879 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 47,539 $10.4M 5.47% +3,296 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 47,537 $10.4M 4.86% +229 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 47,393 $10.4M 4.5% +19,654 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 47,287 $10.4M 1.25% +1,259 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 47,233 $10.4M 0.34% +2,077 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 47,213 $10.4M 4.8% +5,179 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 47,184 $10.4M 2.15% +299 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 47,101 $10.4M 4.69% +214 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 46,962 $10.3M 6.16% +596 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 46,945 $10.3M 0.08% +1,701 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 46,891 $10.3M 0.45% +433 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 46,875 $10.3M 2.85% -303 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 46,838 $10.3M 0.17% +3,445 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 46,719 $10.3M 8.89% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 46,562 $10.2M 2.34% +1,517 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 46,521 $10.2M 0.33% +2,513 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 45,884 $10.1M 1.7% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 45,674 $10M 2.7% -556 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 45,581 $10M 3.03% -31 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 45,298 $9.96M 0.47% +29,995 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 43,297 $9.52M 6.33% -294 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,207 $9.5M 0.26% +794 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 43,189 $9.49M 1.08% -1,263 13F-HR Timeline City State Bank More: the full row for City State Bank 43,088 $9.47M 2.59% +2,296 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 42,868 $9.42M 4.6% -250 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 42,648 $9.37M 0.89% -228 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 42,605 $9.36M 0.36% -440 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 42,563 $9.35M 0.39% +6,102 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 42,550 $9.35M 0.95% -1,817 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 42,410 $9.32M 3.15% -802 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 42,366 $9.31M 0.42% -4,107 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 42,252 $9.29M 10.89% -235 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 42,107 $9.25M 0.3% +4,392 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 41,293 $9.25M 4.26% +2,209 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 42,065 $9.24M 0.44% +1,809 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 42,046 $9.24M 1.2% -583 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 41,852 $9.2M 3.19% +96 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 40,992 $9.19M 1.15% +3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 40,989 $9.15M 0.23% +3,400 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 41,459 $9.11M 0.39% +2,252 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 41,432 $9.11M 4.65% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 41,376 $9.09M 1.02% -170 13F-HR Timeline Gleason Group, Inc. 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More: the full row for Ranch Capital Advisors Inc. 38,112 $8.38M 3.08% +49 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 38,102 $8.37M 6.23% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 37,960 $8.34M 1.41% -7,696 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 37,668 $8.34M 2.33% +83 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 37,481 $8.24M 2.55% +7,056 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 37,443 $8.23M 0.29% +294 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 36,877 $8.1M 0.14% +2,700 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 36,822 $8.09M 2.94% -1,322 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 36,814 $8.09M 8.08% 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 36,478 $8.02M 2.78% -1,058 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 36,373 $7.99M 1.95% +671 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 36,291 $7.98M 0.41% -2,490 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 35,972 $7.91M 0.79% -964 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 35,822 $7.87M 5.61% +2,743 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 35,268 $7.86M 0.44% -1,078 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35,683 $7.84M 0.41% +3,600 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 35,573 $7.82M 3.08% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 35,297 $7.76M 0.45% -366 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 33,978 $7.7M 4.44% -17,503 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 34,891 $7.67M 0.92% -175 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,801 $7.65M 0.16% +2,721 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 34,743 $7.64M 0.44% -9,329 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 34,388 $7.56M 3.78% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 34,349 $7.55M 2.24% -13,091 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 34,328 $7.54M 1.44% -487 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 34,261 $7.53M 1.65% -444 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 34,036 $7.48M 0.89% -353 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,771 $7.42M 0.27% +721 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 33,720 $7.41M 1.47% +75 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 33,560 $7.38M 1.24% +13,650 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 33,296 $7.32M 1.45% -1,618 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 33,291 $7.32M 1.32% -86 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 33,251 $7.31M 0.01% -10,770 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 33,036 $7.26M 2% +150 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 32,995 $7.25M 0.33% -89 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,804 $7.21M 0.53% -1,073 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 32,767 $7.2M 0.59% -1,964 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 32,628 $7.17M 0.09% -175 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 32,597 $7.16M 0.12% +537 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 32,487 $7.14M 0.98% -1,879 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 31,846 $7.14M 1.87% +194 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32,441 $7.13M 1.14% -471 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 32,453 $7.13M 0.06% +596 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,431 $7.13M 0.32% -627 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 32,337 $7.11M 0.51% +2,738 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,309 $7.1M 0.08% -16,522 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 32,242 $7.09M 5.19% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 32,237 $7.09M 2.99% -136 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 32,065 $7.05M 2.34% -1,056 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 32,063 $7.05M 2.19% +1,130 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 31,986 $7.03M 0.25% -114 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 31,783 $6.99M 1.7% -265 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 31,778 $6.98M 0.57% +1,443 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 30,851 $6.95M 0.59% -906 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,551 $6.93M 2.9% -1,069 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 31,505 $6.92M 0.7% -888 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 31,400 $6.9M 0.49% +45 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 31,343 $6.89M 1.72% -742 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 31,105 $6.84M 2.28% +1,806 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 31,084 $6.83M 2.07% +816 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 31,081 $6.83M 0.92% -234 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 18,509 $6.83M 4.07% -5,527 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 31,048 $6.82M 1.43% -1,583 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,911 $6.79M 0.17% -3,276 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 30,857 $6.78M 1.37% -1,509 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 30,674 $6.77M 2.56% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 30,782 $6.77M 0.56% +698 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 30,749 $6.76M 6.89% +912 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 30,533 $6.71M 4.51% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 30,528 $6.71M 2.35% +261 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 30,515 $6.71M 0.58% -1,301 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 30,428 $6.69M 3.04% -6,953 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 30,395 $6.68M 1.84% -181 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 30,267 $6.65M 0.77% -2,247 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 30,242 $6.65M 2.69% -296 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 30,018 $6.6M 1.5% -430 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 29,942 $6.58M 4.83% -1,095 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 29,871 $6.57M 0.85% -364 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 29,626 $6.51M 3.45% +891 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 29,525 $6.49M 0.1% +24 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 29,415 $6.46M 1.95% +25,126 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 29,359 $6.45M 0.38% +4,080 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 29,187 $6.41M 3.48% -8,881 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 29,011 $6.38M 6.13% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 28,998 $6.37M 1.82% -300 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 28,983 $6.37M 4.3% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28,660 $6.3M 0.97% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 28,657 $6.3M 1.4% -2,110 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 28,630 $6.29M 0.89% -188 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 28,554 $6.28M 0.43% -178 13F-HR/A Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 28,494 $6.26M 0.82% +23,832 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 28,479 $6.26M 1.57% +27 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 28,467 $6.26M 3.57% +817 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 28,220 $6.2M 2.08% -157 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,173 $6.19M 0.2% +8,184 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 28,138 $6.18M 1.84% -225 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 27,858 $6.12M 2.71% +2,007 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 27,689 $6.09M 1.7% +31 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,647 $6.08M 1.74% -114 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 27,645 $6.08M 3.33% -617 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 27,640 $6.07M 1.58% +2,176 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 27,539 $6.05M 1.11% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 27,469 $6.04M 1.75% -293 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 27,371 $6.02M 0.17% -652 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 27,314 $6M 3.96% -596 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 27,175 $5.97M 3.67% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 27,091 $5.95M 2.6% -972 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 27,087 $5.95M +123 Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 27,045 $5.94M 0.37% -2,191 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 26,937 $5.92M 3.83% -18,178 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26,924 $5.92M 0.62% +102 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 26,770 $5.88M 1.07% +2,320 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 26,700 $5.87M 1.51% +168 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 26,691 $5.87M 1.44% -1,187 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 26,651 $5.86M 1.93% -84 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,531 $5.83M 0.19% -760 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 26,133 $5.74M 3.52% -352 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 26,093 $5.73M 2.35% -1,290 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 26,017 $5.72M 0.4% -255 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 26,009 $5.72M 0.62% 13F-HR Timeline