MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 90,589 $4.58M 3.42% -5,605 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 90,299 $4.57M 0.31% +31,544 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 89,932 $4.55M 3.67% 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 89,892 $4.55M 3.89% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 89,473 $4.53M 0.69% -4,105 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 88,934 $4.51M 0.73% +7,373 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 89,136 $4.51M 1.24% -12,759 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 89,114 $4.51M 1.97% -9,027 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 89,045 $4.5M 2.79% +15,124 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 88,979 $4.5M 0.47% +713 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 88,948 $4.5M <0.01% +23,814 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 88,098 $4.46M 0.44% -9,913 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 86,743 $4.39M 3.2% +1,986 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 86,085 $4.36M 3.25% +10,215 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 85,714 $4.34M 0.88% -236 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 85,630 $4.33M 0.02% +7,920 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 84,867 $4.29M 0.14% -481 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 84,863 $4.29M 1.66% +3,422 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 84,122 $4.26M 2.37% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 83,656 $4.23M 0.47% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 83,175 $4.21M 0.17% +1,439 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 83,095 $4.2M 0.94% -6,490 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 83,002 $4.2M 0.9% -27,650 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 82,764 $4.19M 0.58% +10,799 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 82,466 $4.18M 0.94% -2,555 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 82,421 $4.17M 1.68% +12,182 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 82,285 $4.16M 2.06% +12,764 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 82,206 $4.16M 0.14% -488,663 13F-HR Timeline Patten Group, Inc. 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More: the full row for McCarthy Asset Management, Inc. 80,989 $4.1M 2.14% -10,321 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 80,646 $4.08M 0.98% +33,446 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 79,461 $4.02M 1.1% -168,530 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 79,415 $4.02M 0.62% +14,468 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 79,255 $4.01M 2.1% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 79,071 $4M 0.01% -16,044 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 78,955 $3.99M 4.06% 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 78,652 $3.98M 1.96% +3,570 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 78,383 $3.97M 1.82% +84 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 78,065 $3.95M 0.24% -1,000 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 77,719 $3.95M 0.11% +13,055 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 77,753 $3.93M 0.46% +5,581 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 77,072 $3.9M 1.18% -322 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 77,063 $3.9M 0.34% +18,078 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 76,691 $3.88M 2.08% +25,158 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 75,612 $3.83M 0.63% +4,055 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 75,558 $3.82M 0.2% +2,063 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 74,551 $3.77M 0.07% -2,500 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 74,482 $3.77M 2.57% +1,700 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 74,079 $3.75M 0.07% -350,884 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 74,054 $3.75M 0.03% +1,916 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for Compass Financial Group, Inc. 66,760 $3.38M 1.49% -642 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 66,743 $3.38M 0.15% -383 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 65,762 $3.33M 5.04% +29,273 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 65,155 $3.31M 0.56% +9,982 13F-HR Timeline FAS Wealth Partners, Inc. 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WEALTH MANAGEMENT LLC 63,428 $3.22M 0.04% -1,662 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 63,525 $3.21M 2.67% +224 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 63,494 $3.21M 0.73% -58,845 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 63,230 $3.2M 2.03% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 61,818 $3.13M 0.02% -2,398 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 61,546 $3.11M 1.11% +32,526 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 61,102 $3.09M 1.96% -5,911 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 61,031 $3.09M 2.18% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 60,728 $3.07M 4.55% -1,403,981 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 60,574 $3.06M 0.24% -2,577 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 60,364 $3.05M 1.01% +7,647 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 60,051 $3.04M 0.46% -3,309 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 59,766 $3.02M 1.6% +2,872 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 59,598 $3.02M 1.68% 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 59,590 $3.01M 0.15% +2,107 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 59,214 $3M 0.13% -3,279 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59,181 $2.99M 0.02% +13,650 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 58,826 $2.98M +7,914 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 58,362 $2.95M 0.07% +38,015 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 58,199 $2.94M 0.7% +7,749 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 58,033 $2.94M 0.23% +22,995 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 57,527 $2.91M 1.23% +1,951 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 57,432 $2.91M 0.72% +3,786 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 56,455 $2.87M 1.16% -1,295 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 56,528 $2.86M 1.42% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 56,253 $2.85M 0.06% +29,171 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 56,198 $2.84M 2.53% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 55,817 $2.83M 0.65% -1,345 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 55,702 $2.83M 1.86% +2,756 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 55,224 $2.79M 0.1% -2,657 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 55,044 $2.78M +9 Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 54,815 $2.77M 0.52% -856 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 54,544 $2.76M 0.05% -3,765 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 54,537 $2.76M 0.29% +9,327 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 54,203 $2.75M 1.13% +337 13F-HR Timeline Essex LLC More: the full row for Essex LLC 53,799 $2.72M 0.48% -1,260 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 53,751 $2.72M 0.58% +36,629 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53,721 $2.72M <0.01% -15,136 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 53,494 $2.71M 0.52% +4,024 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 53,446 $2.7M 1.22% +1,320 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 53,312 $2.7M 0.3% +4,056 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 53,016 $2.68M 0.55% -2,047 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 52,525 $2.66M 0.56% +2,913 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 52,512 $2.66M 0.4% +4,803 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 52,490 $2.66M 0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 52,417 $2.65M 0.37% -4,318 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 52,116 $2.64M 0.54% -150 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 51,904 $2.63M 0.17% -5,735 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 51,898 $2.63M 0.01% +1,967 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 51,725 $2.62M 0.73% -17,084 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 51,398 $2.6M 0.15% -15,402 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 50,940 $2.58M 1.4% -3,755 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 50,230 $2.55M 0.61% +5,026 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 49,938 $2.53M 0.69% -6,987 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 49,289 $2.49M 0.18% -18,222 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 48,939 $2.48M 0.18% +1,750 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 48,923 $2.48M 2.09% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 48,873 $2.47M 0.17% +10,368 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 48,617 $2.46M 0.54% +1,206 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 48,576 $2.46M 0.14% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 48,512 $2.45M 0.73% -4,037 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 48,492 $2.45M 0.82% +18,183 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 47,808 $2.42M 0.12% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 47,458 $2.4M 0.65% -525 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 47,435 $2.4M 0.49% -215 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,274 $2.39M 0.05% +11,210 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 47,229 $2.39M 0.88% -121 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 47,154 $2.39M 1.57% +125 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 47,007 $2.38M 0.54% +37,769 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 46,694 $2.36M 0.16% +30,811 13F-HR/A Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 46,456 $2.35M 0.86% +12,321 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 46,186 $2.34M 0.61% +1,700 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 46,110 $2.33M 0.94% +932 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 45,871 $2.33M 0.03% +1,340 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 45,884 $2.32M 1.06% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 45,702 $2.31M 1.14% +2,028 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 45,191 $2.29M <0.01% +4,597 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 44,653 $2.26M 0.09% -611 13F-HR Timeline Group GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 44,386 $2.25M 1.41% -436 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 44,377 $2.25M 1.2% +26,291 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 44,342 $2.24M 0.18% -1,186 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 44,201 $2.24M 0.07% +1,385 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 44,087 $2.23M 1.03% -2,221 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 44,027 $2.23M 0.98% -7,545 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 43,987 $2.23M 0.4% +12,005 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 43,333 $2.19M 0.1% +23,468 13F-HR/A Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 42,992 $2.17M 1.3% -1,533 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 42,235 $2.14M 0.57% +13,008 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 41,911 $2.12M 0.28% 0 13F-HR Timeline Group 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 41,675 $2.11M 1.45% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 41,330 $2.09M 0.14% -6,902 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 41,206 $2.08M 1.38% -3,892 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 40,858 $2.07M 1.64% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40,828 $2.07M 0.09% +828 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 40,713 $2.06M 0.03% +16,551 13F-HR/A Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 40,527 $2.06M 1.31% -61,783 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 40,420 $2.04M 0.11% +2,633 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 40,143 $2.03M 0.3% -10,642 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 40,053 $2.03M 0.73% +378 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 39,833 $2.02M 0.43% +1,725 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 39,821 $2.01M 1.68% +2,611 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,689 $2.01M 1.97% +478 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 39,503 $2M 0.25% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 39,466 $2M 0.28% -144 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 39,450 $2M 0.4% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 39,124 $1.98M 0.48% -2,982 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 39,096 $1.98M 0.19% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38,955 $1.97M 0.17% +12,666 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,899 $1.97M 0.04% +32,539 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 38,889 $1.97M 0.15% +1,280 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 38,826 $1.96M 0.13% +37,600 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 46,975 $1.95M 0.27% -2,465 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 38,434 $1.94M 0.4% +21,958 13F-HR Timeline CX Institutional More: the full row for CX Institutional 37,978 $1.92M 0.06% -18,285 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 37,212 $1.88M 0.23% +10,454 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 37,046 $1.87M 0.73% new 13F-HR Timeline