CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 55,593 $12.7M 0.96% -9,673 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 53,778 $12.6M 3.62% -886 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 54,349 $12.4M 1.1% -1,547 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 53,365 $12.2M 1.57% -2,267 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 53,365 $12.2M 1.9% +3,689 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 52,489 $12M 6% +22,970 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 52,434 $12M 2.17% -125 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 50,515 $11.8M 1.7% -3,066 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 51,493 $11.8M 4.77% -2,859 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 51,423 $11.7M 8.25% -436 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 50,923 $11.6M 3.87% +1,673 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 50,537 $11.5M 0.46% +1,422 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 49,829 $11.4M 1.93% +79 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 49,216 $11.2M 5.2% +4,495 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 49,101 $11.2M 8.57% +381 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 48,995 $11.2M 7.41% -104 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 48,856 $11.2M 4.39% -1,617 13F-HR Timeline Essex LLC More: the full row for Essex LLC 48,399 $11.1M 1.68% +753 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 48,186 $11M 2.84% +2,912 13F-HR Timeline Foster Group, Inc. 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More: the full row for Blue Sky Capital Consultants Group, Inc. 40,387 $9.22M 3.87% -23,710 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 40,291 $9.2M 1.12% +3,155 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 40,144 $9.17M 2.01% -122 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 40,027 $9.14M 5.96% -8,525 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 39,759 $9.08M 0.58% -1,868 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 39,402 $9M 1.01% +819 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 39,022 $8.91M 5.95% -1,396 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 38,550 $8.8M 1.7% -2,092 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 38,382 $8.77M 1.86% +28,953 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 38,063 $8.69M 0.86% +145 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 38,015 $8.68M 2.09% -515 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 37,648 $8.6M 3.89% +6,528 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 37,562 $8.58M 1.85% -1,522 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 37,530 $8.57M 0.49% +579 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 37,364 $8.53M 6.11% -727 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 35,566 $8.46M 7.87% -375 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 36,670 $8.37M 3.91% +250 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 36,426 $8.32M 1.28% -790 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 36,320 $8.29M 1.29% -2,612 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 36,179 $8.26M 4.63% +304 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 35,925 $8.2M 4.61% -1,395 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 35,898 $8.2M 1.64% -1,197 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35,496 $8.11M 0.81% +669 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 35,052 $8.09M 4.52% +1,955 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 35,281 $8.06M 3.08% -674 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 35,027 $8M 1.34% -638 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 34,940 $7.98M 0.72% +605 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 34,698 $7.97M 12.58% +9,392 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 34,762 $7.94M 4.02% +1,101 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 34,544 $7.89M 0.92% +2,468 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 34,356 $7.85M 1.83% -3,419 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 34,285 $7.83M 0.42% +9,408 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 34,253 $7.82M 2.96% -516 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 34,012 $7.77M 0.14% +1,564 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 33,956 $7.75M 1.57% +2,061 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 33,852 $7.73M 1.91% -1,633 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Rydar Equities, Inc. 29,747 $7.06M 3.65% +823 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 30,853 $7.05M 1.11% -84 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 30,520 $7.05M 0.42% -1,490 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 30,803 $7.03M 1.37% -40,914 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 30,645 $7M 3.05% +240 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 30,546 $6.98M 0.83% +75 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 30,413 $6.95M 2.48% +1,101 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for New Covenant Trust Company, N.A. 29,235 $6.68M 4.62% +3,552 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 29,229 $6.68M 2.29% +1,744 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 27,941 $6.64M 3.06% -687 13F-HR Timeline 15 Wealth Advisors LLC More: the full row for 15 Wealth Advisors LLC 28,979 $6.62M 1.66% 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 28,811 $6.58M 2.77% -289 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 28,556 $6.52M 1.75% +1,723 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 28,296 $6.46M 1.42% -797 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 28,218 $6.44M 4.15% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 27,921 $6.38M 3.04% +322 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 27,795 $6.35M 4.93% -4 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 27,792 $6.35M 2.35% +1,180 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 27,697 $6.33M 1.65% -620 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27,677 $6.32M 1.09% +11,716 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 27,447 $6.27M 3.51% -156 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 26,994 $6.16M 2.14% -13,531 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 26,727 $6.1M 6.23% +75 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 26,636 $6.08M 3.83% +19,645 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 26,534 $6.06M 1.08% -2,225 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 26,409 $6.03M 2.26% +15,594 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 26,216 $5.99M 1.65% +535 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 26,070 $5.95M 0.75% -386 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 25,688 $5.87M 2.36% +1,436 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 25,687 $5.87M 1.97% +199 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 25,656 $5.86M 3.96% +107 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 25,652 $5.86M 2.62% -1,707 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 25,470 $5.82M 3.38% +2,185 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 25,468 $5.82M 3.32% +236 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25,173 $5.75M 0.59% -1,086 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 24,856 $5.68M 1.21% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 24,500 $5.6M 3.4% +254 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 24,466 $5.59M 1.52% +470 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 24,297 $5.55M 0.95% +289 13F-HR Timeline TLWM More: the full row for TLWM 24,272 $5.54M 0.88% +90 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 24,214 $5.53M 3.3% +727 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 24,182 $5.52M 1.95% -362 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 24,172 $5.52M 1.97% +169 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 24,129 $5.51M 2.99% -82 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 24,101 $5.5M 3.16% +516 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 24,066 $5.5M 1.03% -2,355 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 24,009 $5.48M 2.64% -156 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 23,595 $5.39M 3.04% -4,719 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 23,547 $5.38M 0.3% +2,075 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 23,475 $5.36M 0.96% +7 13F-HR Timeline ANB BANK More: the full row for ANB BANK 23,372 $5.34M 1.9% -548 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 23,096 $5.27M 2.12% -1,035 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 26,338 $5.27M 1.94% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 133,374 $5.27M 0.91% +111,496 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 22,855 $5.22M 1.55% +480 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 22,606 $5.16M 0.84% +8,858 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 22,554 $5.15M 1.38% -1,223 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 22,448 $5.13M 1.11% +9,601 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 22,370 $5.11M 2.69% +3,119 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 22,211 $5.08M 0.85% +20,959 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 22,134 $5.05M 2.42% -265 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 22,007 $5.03M 1.61% +8,844 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 21,843 $4.99M 0.48% +2,362 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 21,828 $4.99M 0.71% +1,523 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 29,808 $4.91M 1.43% -424 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 21,375 $4.88M 1.98% +633 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 21,268 $4.86M 4.42% -296 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 21,042 $4.81M 0.42% -275 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 20,879 $4.77M 1.3% +17 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 20,804 $4.75M 1.66% +837 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 20,780 $4.75M 1.42% +722 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 20,738 $4.74M 2.23% -10,670 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 20,619 $4.71M 2.26% +149 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 20,474 $4.68M 0.97% +810 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,407 $4.66M 1.36% +3,799 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 20,400 $4.66M 3.53% 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 20,350 $4.65M 2.2% +2,085 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,300 $4.64M 1.63% -476 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 20,260 $4.63M 0.33% +6,940 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 20,225 $4.62M 5.25% +174 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,133 $4.6M 0.7% -6,007 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 19,978 $4.56M 0.79% +1,403 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 19,958 $4.56M 2.01% +7,083 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19,884 $4.54M 1.28% +117 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 19,814 $4.53M 0.8% +6,826 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 19,345 $4.42M 2.22% -5,398 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 19,112 $4.41M 1.33% +422 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 18,729 $4.28M 2.57% -6,946 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 18,609 $4.25M 1.95% +93 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 18,597 $4.25M 2.73% -629 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 18,559 $4.22M 2.92% -1,472 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 18,401 $4.2M 3.53% +8 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 18,381 $4.2M 1.47% -179 13F-HR Timeline CLG LLC More: the full row for CLG LLC 18,304 $4.18M 0.87% -56 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 17,947 $4.1M 1.02% -926 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 17,757 $4.06M 1.04% -90 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17,706 $4.04M 2.4% +110 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 17,677 $4.04M 1.99% +67 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,628 $4.03M 0.77% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 17,428 $3.98M 1.42% +2,060 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 17,337 $3.96M 2.16% +39 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,262 $3.94M 0.78% +7 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,230 $3.93M 0.42% +6,100 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 17,049 $3.89M 1.5% -16 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 17,017 $3.89M 0.42% +7,668 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16,864 $3.85M 0.99% +510 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 16,759 $3.83M 2.92% +3,452 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 19,443 $3.8M 1.19% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 16,615 $3.79M 1.09% +697 13F-HR Timeline