FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,114 $5.54M 0.5% -269 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 19,094 $5.53M 1.86% +634 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,077 $5.53M 0.83% +410 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 19,033 $5.52M 0.91% -57 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 19,025 $5.51M 0.44% +2,422 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,002 $5.51M 1.34% +13 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 18,959 $5.49M 2.02% +87 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,953 $5.49M 0.02% +1,330 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,943 $5.49M 0.51% +570 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 18,897 $5.48M 0.63% -377 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,890 $5.47M 0.62% +181 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 18,878 $5.47M 0.66% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 18,876 $5.47M 2.05% -1,929 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,872 $5.47M 0.35% -107 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,771 $5.44M 0.26% +4,447 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Gray Wealth Management Inc. 18,397 $5.33M 2.02% +543 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 18,259 $5.31M 0.57% +817 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,244 $5.29M 0.08% +36 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 18,235 $5.28M 0.71% +631 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 18,165 $5.26M 0.74% -340 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,153 $5.26M 0.17% -511 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 18,142 $5.26M 2.32% -125 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 18,142 $5.26M 1.45% -1,242 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,101 $5.25M 1.69% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 18,062 $5.23M 0.2% -3,714 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 18,012 $5.22M 0.59% -60 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 18,005 $5.22M 3.6% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,986 $5.21M 0.14% -1,537 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 17,971 $5.21M 4.64% +212 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 17,865 $5.18M 1.29% +1,676 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,843 $5.17M 2.9% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,791 $5.16M 0.1% +3,918 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17,790 $5.16M 0.6% -146 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 17,705 $5.13M 1.55% +211 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 17,694 $5.13M 0.37% +10 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 17,685 $5.13M 0.22% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,630 $5.11M 0.43% -506 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,570 $5.09M 2.45% -89 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 17,547 $5.09M 2.2% -4,246 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 17,540 $5.08M 1.5% +16,260 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 17,492 $5.07M 4.84% -577 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,473 $5.06M 3.35% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 17,396 $5.04M 0.85% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 17,386 $5.04M 1.08% +788 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,358 $5.03M 0.43% +1,883 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 17,296 $5.01M 1.25% +865 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,242 $5M 0.17% -503 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 17,231 $4.99M 2.42% +1,535 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 17,228 $4.99M 4.55% 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 17,209 $4.99M 3.47% -530 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 17,173 $4.98M 10.16% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 17,173 $4.98M 1.31% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 17,143 $4.97M 0.41% +2,097 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,110 $4.96M 0.3% -129 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 17,062 $4.94M 3.31% +1,948 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,002 $4.93M 0.45% -128 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 16,947 $4.91M 6.04% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 16,686 $4.91M 0.77% -19,813 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,936 $4.91M 0.77% -772 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 16,897 $4.9M 0.95% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,888 $4.89M 0.51% -374 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 16,884 $4.89M 1.55% -120 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 16,849 $4.88M 1.43% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 16,796 $4.87M 1.62% -771 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 16,712 $4.84M 0.1% +1,245 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 16,704 $4.84M 0.66% -3,803 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 16,635 $4.82M 0.7% -2 13F-HR Timeline American Trust More: the full row for American Trust 16,631 $4.82M 0.37% +7,016 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 16,620 $4.82M 1.53% +1,239 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 16,562 $4.8M 1.04% +351 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,552 $4.8M 0.32% +1,096 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 16,480 $4.78M 1.02% +262 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,399 $4.75M 3.24% -111 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,338 $4.73M 0.57% -90 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,296 $4.72M 0.41% +350 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 16,284 $4.72M 1.32% +231 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 16,280 $4.72M 0.42% +390 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 16,262 $4.71M 3.36% +250 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 16,254 $4.71M 1.28% +1,156 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,234 $4.7M 0.06% -12,298 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,183 $4.69M 0.08% +5,865 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 16,154 $4.69M 0.06% -11,337 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,176 $4.69M 0.25% -2,779 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,120 $4.67M 1.44% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 16,115 $4.67M 2.67% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,077 $4.66M 0.49% +1,502 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,050 $4.65M 2.56% +714 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 16,000 $4.64M 0.55% 0 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 15,967 $4.63M 3.11% -24 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 15,941 $4.62M 3.67% +175 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,905 $4.61M 1.28% -59 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 15,896 $4.61M 0.12% -1,686 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 15,875 $4.6M 1% 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 15,311 $4.6M 2.78% +1,244 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,857 $4.6M 0.75% -1,626 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,828 $4.59M 1.31% -634 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 15,814 $4.58M 0.82% +129 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 15,724 $4.56M 3.22% -244 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 15,687 $4.55M 0.08% +648 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15,680 $4.54M 2.62% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 15,679 $4.54M 0.81% +24 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,625 $4.53M 0.51% +584 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,614 $4.52M 0.06% -283 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 15,570 $4.51M 2.12% -102 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 15,548 $4.51M 0.46% +403 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,531 $4.5M 0.62% +216 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 15,518 $4.5M 3.04% +18 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 15,472 $4.48M 2.68% +2 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 15,472 $4.48M 2.82% +3,141 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 15,461 $4.48M 0.31% -3,624 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 15,436 $4.47M 0.34% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 15,407 $4.47M 4.27% 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 15,378 $4.46M 0.45% -100 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 15,364 $4.45M 1.34% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,286 $4.44M 0.32% -826 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 15,100 $4.39M 1.96% -702 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 15,108 $4.38M 4.41% -94 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 15,086 $4.37M 2.58% +2,982 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,064 $4.37M 1.05% -303 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 15,059 $4.36M 0.53% +6,019 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 15,057 $4.36M 3.52% -164 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 15,032 $4.36M 0.66% -7 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 15,013 $4.35M 0.03% -100 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 15,010 $4.35M 0.61% -811 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,874 $4.35M 1.7% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,974 $4.34M 0.27% +522 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 14,925 $4.33M 2.39% +1,010 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 14,894 $4.32M 2.52% +220 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 14,890 $4.32M 0.61% +338 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,881 $4.31M 1.16% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,869 $4.31M 1.08% 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,806 $4.29M 4.07% 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 14,801 $4.29M 2.64% 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 14,782 $4.28M 3.77% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 14,280 $4.27M 1.19% +1,197 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 14,715 $4.26M 1.02% +1,230 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 14,655 $4.25M 1.47% -330 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 14,614 $4.24M 2.45% -316 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,601 $4.23M 1.66% +226 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,571 $4.22M 0.89% +266 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,566 $4.22M <0.01% new 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,565 $4.22M 0.32% +5,542 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 14,555 $4.22M 2.29% -4,611 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 14,550 $4.22M 0.23% -438 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 14,548 $4.22M 3.07% -381 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 14,548 $4.22M 0.26% +1 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,530 $4.21M 1.09% +514 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 14,507 $4.2M 1.38% -188 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,480 $4.2M 2.82% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 14,473 $4.2M 0.73% -334 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 14,444 $4.19M 0.38% +514 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 14,371 $4.16M 0.62% -8,377 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 14,364 $4.16M 3.29% +85 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 14,358 $4.16M 0.65% +945 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 14,294 $4.14M 3.49% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,292 $4.14M 1.04% -1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,249 $4.13M 1.28% -76 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 14,243 $4.13M 0.95% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,242 $4.13M 2.18% +20 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 14,190 $4.11M 0.26% -152 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,189 $4.11M 1.39% +72 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 14,184 $4.11M 0.37% +1,404 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 14,128 $4.09M 1.39% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,070 $4.08M 1.19% +347 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,041 $4.07M 0.38% -864 13F-HR Timeline Bear Mountain Capital, Inc. 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