Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 8,285 $3.07M 2.11% -52 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,276 $3.06M 1.2% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 8,261 $3.06M 0.97% -188 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,256 $3.06M 0.32% +259 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,251 $3.05M 0.91% -6 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8,242 $3.05M 0.63% +518 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,232 $3.05M 1.34% -94 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,216 $3.04M 0.07% +1,013 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,206 $3.04M 0.61% +245 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 8,188 $3.03M 1.63% +339 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,187 $3.03M 0.3% -780 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 8,179 $3.03M 0.87% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,171 $3.02M 0.21% +21 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,159 $3.02M 0.93% +334 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 8,149 $3.02M 7.44% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 8,144 $3.01M 1.74% +58 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,140 $3.01M 0.18% +2,440 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 8,135 $3.01M 1.18% +165 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,129 $3.01M 0.7% +480 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,122 $3.01M 0.1% +111 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,122 $3.01M 0.32% +1,812 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 8,106 $3M 2.4% +154 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 8,102 $3M 1.16% +370 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 8,096 $3M 1.43% +101 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 8,088 $2.99M 0.79% +1,623 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,083 $2.99M 0.46% -160 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,078 $2.99M 3.42% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 8,066 $2.98M 0.31% +2,777 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 8,062 $2.98M 1.62% +103 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,005 $2.96M 0.77% +3,527 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 8,000 $2.96M 0.48% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,987 $2.96M 0.06% +1,368 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,982 $2.95M 1.78% +5,940 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,975 $2.95M 0.51% -94 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,957 $2.94M 0.74% +126 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 7,937 $2.94M 1.12% -13 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,935 $2.94M 0.03% +1,612 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,931 $2.93M 0.27% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 26,720 $2.93M 0.66% -86 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,918 $2.93M 0.2% -1,313 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,916 $2.93M 0.18% +1,687 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,915 $2.93M 1.85% +750 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,911 $2.93M 1.84% -180 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,900 $2.92M 0.56% -30 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,872 $2.91M 0.18% -1,775 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,590 $2.9M 0.31% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 7,835 $2.9M 1.97% +57 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,796 $2.88M 0.63% +2 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,779 $2.88M 2.13% -848 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,742 $2.86M 1.21% -204 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,730 $2.86M 0.68% +181 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,714 $2.85M 0.91% +110 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,704 $2.85M 0.07% -3,275 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,698 $2.85M 1.3% +8 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,691 $2.85M 0.8% +68 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,669 $2.84M 0.3% -55 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,666 $2.84M 1.26% +126 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,658 $2.83M 2.06% -104 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 7,642 $2.83M 0.88% -579 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,634 $2.82M 0.27% +844 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,580 $2.8M 0.28% +108 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,567 $2.8M 3.09% -119 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,562 $2.8M <0.01% +5,147 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,559 $2.8M 0.15% -828 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 7,548 $2.79M 0.81% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 7,534 $2.79M 0.99% +433 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,525 $2.78M <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 7,525 $2.78M 0.65% +104 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,507 $2.78M 1.52% +1,071 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 7,489 $2.77M 1.86% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,472 $2.76M 0.35% -2 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,444 $2.75M 0.67% +3,178 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,444 $2.75M 0.89% -51 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,443 $2.75M 0.25% +1,623 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,410 $2.75M 1.23% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 7,430 $2.75M 1.94% +76 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,410 $2.74M 0.25% +201 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,400 $2.74M 1.13% -1,305 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,387 $2.73M 1.68% -337 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 7,385 $2.73M 0.61% +101 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,365 $2.73M 0.04% -2,910 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,358 $2.72M 1.39% +1 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,353 $2.72M 0.22% -23 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,349 $2.72M 0.11% +667 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 7,325 $2.71M 2.03% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,322 $2.71M 1.36% +4 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,317 $2.71M 0.18% +737 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,295 $2.7M 0.94% -158 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 7,283 $2.7M 2.64% -436 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,268 $2.69M 0.64% -131 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,267 $2.69M 0.19% -576 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,262 $2.69M 0.18% +3 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,223 $2.67M 0.3% -85 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 7,197 $2.66M 2.56% +3 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,187 $2.66M 0.91% +2,305 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,168 $2.65M 0.7% -107 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 7,167 $2.65M 1.81% +94 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 7,121 $2.64M 1.93% +1,010 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,163 $2.64M 0.8% +618 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 7,120 $2.63M 1.35% -228 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,090 $2.62M 0.57% +170 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7,078 $2.62M 1.33% -108 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,058 $2.61M 0.06% -2,176 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,037 $2.6M 0.01% -65 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,035 $2.6M 0.68% +92 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,031 $2.6M 0.43% +28 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,029 $2.6M 1.01% +27 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 7,026 $2.6M 1.62% -24 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,023 $2.6M 0.42% -95 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 6,983 $2.58M 1.63% 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,976 $2.58M 1.65% +35 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,970 $2.58M 0.41% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,966 $2.58M 0.56% +968 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,965 $2.58M 0.81% -984 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,946 $2.57M 0.1% +1,889 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,910 $2.56M 0.14% +212 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 6,905 $2.56M 3.02% -499 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,902 $2.55M 1.1% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,899 $2.55M 0.43% +667 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,894 $2.55M 0.19% +1,495 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,672 $2.55M 0.83% -8,316 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,884 $2.55M 0.28% +695 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,848 $2.53M 1.01% -134 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,837 $2.53M 0.03% -215 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 6,831 $2.53M 0.69% -699 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,818 $2.52M 0.33% +38 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,815 $2.52M 0.2% +133 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,810 $2.52M 0.95% +409 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,809 $2.52M 0.49% -28 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 6,800 $2.52M 0.94% -2,000 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 6,800 $2.52M <0.01% 0 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,788 $2.51M 0.46% +3,477 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,781 $2.51M 0.03% +5,631 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 6,773 $2.51M 0.9% +145 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,767 $2.5M 0.98% +1,000 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 6,734 $2.49M 0.24% -478 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,730 $2.49M 0.62% +411 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 6,721 $2.49M 0.83% -42,304 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,721 $2.49M 0.27% -256 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 6,711 $2.48M 0.77% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 6,703 $2.48M 0.14% -16,510 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 6,700 $2.48M 1.75% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,699 $2.48M 0.09% +559 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 6,673 $2.47M 0.74% -431 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,671 $2.47M 2.07% -6,983 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,655 $2.46M 0.38% +199 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,627 $2.45M 0.27% +47 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,612 $2.45M 0.52% -221 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,612 $2.45M 0.1% +3,576 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 6,399 $2.44M 0.98% -247 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,591 $2.44M 0.34% -8 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,586 $2.44M 0.57% -310 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,582 $2.44M 0.46% -86 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 6,568 $2.43M 0.28% -626 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 6,567 $2.43M 1.27% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 6,545 $2.42M 0.56% -39 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 6,539 $2.42M 0.42% -1,180 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,518 $2.41M 1.73% -33 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,516 $2.41M 0.4% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 6,501 $2.41M 0.46% +181 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,497 $2.4M 0.32% +83 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,492 $2.4M 0.89% -268 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,492 $2.4M 0.32% +986 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,490 $2.4M 0.7% +2,552 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,456 $2.39M 0.25% -72 13F-HR Timeline Bill Few Associates, Inc. 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