Inscription Capital, LLC More: the full row for Inscription Capital, LLC 19,674 $5.98M 0.86% -1,211 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 19,646 $5.97M 1.12% +771 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 19,584 $5.95M 0.8% -165 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,496 $5.93M 1.26% -176 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 19,484 $5.92M 0.6% +1,454 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19,481 $5.92M 0.42% +603 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 19,384 $5.89M 3.83% -99 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19,379 $5.89M 0.63% +898 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,373 $5.89M 4.67% +657 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,342 $5.88M 0.82% -70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19,334 $5.88M 0.14% +456 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 19,319 $5.87M 1.2% +45 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,269 $5.86M 0.4% +269 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,259 $5.85M 0.97% -738 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 19,165 $5.82M 1.04% +4 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,027 $5.78M 2.32% -6,020 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 19,003 $5.78M 3.11% -473 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 18,929 $5.75M 0.89% -1,328 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 18,879 $5.74M 0.86% -133 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 18,854 $5.73M 1.62% -543 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,741 $5.7M 0.58% -7 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 18,741 $5.7M 1.07% -391 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18,710 $5.69M 0.51% -96 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,702 $5.68M 2.47% +146 13F-HR/A Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 18,646 $5.68M 3.02% -14,981 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 18,644 $5.68M 0.38% -119 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,688 $5.68M 0.79% +3,622 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,593 $5.67M 0.49% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 18,334 $5.65M 0.15% -400 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 18,476 $5.62M 0.91% +22 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,466 $5.61M 0.38% -2,023 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,442 $5.6M 0.36% +4,550 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,385 $5.6M 0.17% +233 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 18,255 $5.55M 0.99% +12,264 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,244 $5.54M 0.09% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 18,221 $5.54M 4.49% -300 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 18,213 $5.54M 0.22% -18,004 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 18,207 $5.53M 0.41% -177 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,160 $5.52M 0.1% -108 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 18,129 $5.51M 0.13% +13,644 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 18,116 $5.51M 3.36% -2,209 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 18,094 $5.5M 4.33% -300 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 18,060 $5.49M 2.89% +50 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,857 $5.43M 2.87% +1,361 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 17,841 $5.42M 3.08% -2,469 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,802 $5.41M 2.3% +54 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 17,737 $5.39M 3.31% +636 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 17,730 $5.39M 1.86% -6,596 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,674 $5.37M 0.31% +287 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 17,671 $5.37M 1.54% -281 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,642 $5.36M 0.68% -106 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 17,596 $5.35M 0.6% +962 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 17,502 $5.34M 0.22% +9 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,492 $5.33M 0.39% +2,911 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 17,469 $5.33M 1.34% 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 17,492 $5.32M 8.76% -172 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 17,476 $5.31M 0.74% +2,647 13F-HR Timeline Lakeside Advisors, INC. 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More: the full row for Kaydan Wealth Management, Inc. 17,381 $5.28M 1.73% +971 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 17,375 $5.28M 5.52% +741 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 17,374 $5.28M 0.98% -423 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17,370 $5.28M 0.23% -310 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,354 $5.27M 0.4% -806 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 17,310 $5.26M 0.55% -1,090 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,082 $5.24M 0.97% -8,553 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 17,160 $5.22M 0.43% new 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,127 $5.21M 0.46% +1,040 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,946 $5.2M 0.27% -882 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 17,060 $5.19M 1.64% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 17,011 $5.17M 0.44% +178 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,009 $5.17M 0.33% +60 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 16,958 $5.15M 0.42% -1,425 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 16,927 $5.14M 1.2% +928 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 16,843 $5.13M 0.33% -363 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 16,802 $5.11M 0.89% -1,515 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 16,762 $5.09M 1.36% -316 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,750 $5.09M 0.09% +2,454 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 16,675 $5.08M 1.02% +626 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 16,712 $5.08M 0.1% +46 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,659 $5.08M 0.51% +5,468 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,700 $5.08M 0.23% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 16,696 $5.07M 0.08% +4,812 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 16,688 $5.07M 2.32% +6,370 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,656 $5.06M 1.17% -16,252 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,634 $5.06M 0.79% +1,336 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,622 $5.05M 3.09% +71 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,607 $5.05M 1.28% +1,515 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 16,539 $5.03M 0.79% -306 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,513 $5.02M 0.95% +1,751 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 16,495 $5.01M 2.92% +711 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 16,179 $5.01M 2.81% +237 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,474 $5.01M 0.48% +12,115 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 16,443 $5M 3.27% +2,615 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 16,443 $5M 1.37% -142,251 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,351 $4.98M 0.46% +1,855 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 16,398 $4.98M 1.05% +8,926 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,375 $4.98M 0.54% -248 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 16,322 $4.96M 3.33% +746 13F-HR Timeline Friday Financial More: the full row for Friday Financial 16,318 $4.96M 2.52% +8,619 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,317 $4.96M 3.09% -17 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,284 $4.95M 0.7% -493 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 16,217 $4.93M 0.65% +673 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 16,207 $4.93M 3.65% +694 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 16,179 $4.92M 0.89% +579 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 15,990 $4.92M 1.8% +2,019 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,165 $4.91M 0.07% -15 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,087 $4.89M 1.13% +15,038 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 16,069 $4.88M 4.48% +2,961 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 16,000 $4.86M 0.58% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 15,924 $4.84M 1.43% -939 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,907 $4.83M 3.23% -300 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,890 $4.83M 4.61% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,835 $4.83M 1.34% +87 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,881 $4.83M 0.34% -645 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 15,820 $4.81M 1.01% +354 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 15,686 $4.77M 0.79% -1,287 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,675 $4.76M 0.06% -110 13F-HR Timeline American Trust More: the full row for American Trust 15,646 $4.76M 0.45% +7,179 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 15,615 $4.75M 3.06% -125 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,603 $4.74M 0.35% +4,594 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,585 $4.74M 0.74% +921 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,578 $4.73M 0.39% +2,570 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 15,529 $4.72M 0.46% -3,600 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 15,485 $4.71M 2.85% -590 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,438 $4.69M 0.87% +566 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 15,421 $4.69M 0.67% -393 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 15,409 $4.68M 3.59% +171 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15,404 $4.68M 0.63% -232 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 15,390 $4.68M 0.15% -1,362 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 15,356 $4.67M 2.94% +541 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 15,349 $4.66M 4.37% 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 15,242 $4.63M 1.99% -296 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 15,210 $4.62M 1.78% -2,124 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 15,183 $4.61M 2.68% +381 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 15,133 $4.6M 4.01% -80 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 15,113 $4.59M 2.77% +266 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 15,103 $4.59M 2.42% +7,779 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 15,097 $4.59M 0.75% -172 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 15,044 $4.57M 2.28% +2,421 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,991 $4.56M 0.25% -3,250 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 14,977 $4.55M 1.15% -114 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 14,973 $4.55M 2.53% -230 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 14,883 $4.54M 0.51% -6 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,925 $4.54M 0.45% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 14,851 $4.51M 0.91% +2,257 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 14,810 $4.5M 1.2% -36 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,791 $4.5M 0.18% +1,880 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,786 $4.49M 3.35% -163 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 14,469 $4.49M 2.21% +3,493 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 14,750 $4.48M 0.35% -636 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,641 $4.45M 0.28% -248 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,574 $4.43M 0.43% +1,728 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 14,561 $4.43M 0.66% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,542 $4.42M 3.81% +76 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,499 $4.41M 0.19% -6,437 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 14,499 $4.41M 1.17% +251 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 14,497 $4.41M 1.31% +195 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,480 $4.4M 2.79% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 15,984 $4.39M 2.63% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 14,287 $4.34M 0.47% +684 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 14,285 $4.34M 3.05% -790 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,199 $4.32M 2.02% +7 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,192 $4.31M 1.77% +1,333 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,162 $4.3M 0.27% -240 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 14,159 $4.3M 0.37% +334 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 14,150 $4.3M 2.48% -556 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 23,004 $4.3M 0.73% +9,221 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 14,141 $4.3M 3.89% -262 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 14,099 $4.3M 0.94% +102 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 14,124 $4.29M 1.42% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,105 $4.29M 0.43% +342 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,105 $4.29M 1.34% +407 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,039 $4.27M 1.12% +3,054 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,038 $4.27M 1.99% +226 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 13,985 $4.25M 2.06% -232 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,977 $4.25M 0.25% -233 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 13,966 $4.24M 0.89% -829 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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