Review of Rockefeller Capital Management – July 27, 2020 (PDF)
Review of Savant Capital Management – June 12, 2020 (PDF)
Review of Beacon Wealth Advisors – May 20, 2020 (PDF)
Review of Doyle Wealth Management – May 20, 2020 (PDF)
Review of Homrich Berg – April 30, 2020 (PDF)
Review of Vanguard Personal Advisors – April 2, 2020 (PDF)
Review of Altium Wealth Management – March 3, 2020 (PDF)
Review of IHT Wealth Management – February 24, 2020 (PDF)
Review of Global Wealth Management – January 13, 2020 (PDF)
Review of BBR Partners – December 5, 2020 (PDF)
