JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 93,410 $6.39M 0.18% +45 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 93,163 $6.38M 3.74% +1,438 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 90,575 $6.2M 3.74% -412 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 90,461 $6.19M 3.34% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 90,248 $6.18M 2.53% +1,446 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 88,777 $6.08M 2.89% +15,838 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 88,712 $6.07M 0.25% -42 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 87,099 $5.96M 0.17% +55,819 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 85,225 $5.83M 2.49% +2,589 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 84,585 $5.79M 4.2% +1,358 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 84,535 $5.79M 1.53% +13,929 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 82,813 $5.67M <0.01% +32,126 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 82,496 $5.65M 1.35% +27,699 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 79,255 $5.43M 3.14% +2,373 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 78,644 $5.38M 1.34% +29,826 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 78,234 $5.36M 1.7% -152,046 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 77,575 $5.31M 0.47% -1,928 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 77,489 $5.3M 2.05% +11,749 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 75,564 $5.17M 1.97% -1,370 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 75,475 $5.17M 1.98% +8,175 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 75,453 $5.17M 2.22% +257 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 74,019 $5.07M 4.39% +4,414 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73,875 $5.06M 0.72% +9,769 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 73,264 $5.02M 1.49% +9,264 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 72,346 $4.95M 2.24% +1,311 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 72,714 $4.92M 0.11% -1,223 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 70,476 $4.82M 2.27% +4,266 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 69,995 $4.79M 4.52% -2,731 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,831 $4.78M 0.05% -67,058 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 68,106 $4.66M 0.85% -7,202 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 67,907 $4.65M 0.19% +9,437 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 66,992 $4.59M 2.37% +6,800 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 65,999 $4.52M 1.82% -1,899 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 65,381 $4.48M 1.9% -620 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 64,523 $4.42M 0.05% +14,718 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 64,447 $4.41M 1.09% +7,283 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 63,815 $4.37M 1.89% -1,424 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 62,978 $4.31M 0.73% -1,199 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 62,526 $4.28M 0.08% +10,955 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 61,973 $4.24M 0.27% -10,847 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 61,280 $4.2M 1.62% +450 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 59,292 $4.06M 3.41% +2,078 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 57,734 $3.95M 0.78% +6 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 57,400 $3.93M 0.01% new 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 56,526 $3.87M 0.44% -130 13F-HR Timeline CLG LLC More: the full row for CLG LLC 56,346 $3.86M 1.05% +100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,066 $3.84M 0.15% -33,770 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 55,793 $3.82M 0.18% -3,239 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 55,717 $3.81M 0.62% -756 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 55,561 $3.8M 0.52% +7,676 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 55,502 $3.8M <0.01% -478 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 54,509 $3.73M 2.8% +4,253 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,273 $3.72M 0.09% +29,134 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 53,681 $3.67M 0.06% +22,265 13F-HR Timeline Group Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 52,865 $3.62M 1.58% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 52,458 $3.59M 0.44% +6,437 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 52,430 $3.59M 1.46% -720 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 51,702 $3.54M 1.28% +853 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 51,496 $3.53M 0.07% +2,403 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 51,340 $3.51M 0.96% -33 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,603 $3.5M 2.63% -15,527 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 49,913 $3.42M 2.44% +2,557 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 49,245 $3.37M 0.04% +1,362 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 49,231 $3.37M 0.66% +4,800 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 48,947 $3.35M 0.89% -1 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 48,654 $3.33M 0.59% +2,843 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 48,258 $3.3M +1,289 Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 48,199 $3.3M 0.63% -375 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 47,908 $3.28M 1.3% +49 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 47,563 $3.26M 0.66% +1,871 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 47,354 $3.24M 1.09% +4,210 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 46,762 $3.2M 0.85% -1,008 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 46,583 $3.19M 0.08% +1,627 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 46,029 $3.18M 0.64% +1,006 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 46,297 $3.17M 0.7% -311 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 46,072 $3.15M 0.09% +3,836 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 45,860 $3.14M -1,459 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 45,758 $3.13M 0.56% +3,191 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,466 $3.11M 0.07% +10,098 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 45,432 $3.1M 0.19% +1,610 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 45,146 $3.09M 1.11% +3,808 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 44,934 $3.08M 0.25% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 44,750 $3.06M 0.99% -265 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,737 $3.06M 0.02% +398 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 44,385 $3.04M 0.03% -923 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 44,147 $3.02M 1.28% +90 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 43,746 $2.99M 1.16% -2,517 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 43,390 $2.97M 0.11% -122,259 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43,260 $2.96M 0.02% -1,375 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 43,139 $2.95M 0.41% -1,086 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 42,925 $2.94M 0.25% +284 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 42,651 $2.92M 1.3% -1,040 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 42,551 $2.91M 0.8% +831 13F-HR/A Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 42,339 $2.9M 0.79% -117 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 42,243 $2.89M 0.18% +3,673 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 41,047 $2.81M 0.73% -3,480 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 40,961 $2.8M 1.15% -2,127 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 40,953 $2.8M 0.56% -2,123 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 40,609 $2.78M 0.02% +5,918 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,271 $2.76M 0.01% +606 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 40,257 $2.76M 0.61% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 39,639 $2.72M 2% +479 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 39,615 $2.71M 1.95% +11,368 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 39,566 $2.71M 0.86% +4,128 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 38,981 $2.67M 1.41% +96 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 38,424 $2.63M 0.15% -564 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 38,419 $2.63M 0.49% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 38,087 $2.61M 0.94% +3,963 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,976 $2.6M 0.12% +1,948 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 37,917 $2.6M 2% -36 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 37,229 $2.55M 2.24% -406 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 36,531 $2.5M 0.04% +784 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 36,388 $2.49M 0.38% -2,516 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 35,906 $2.46M 1.67% +349 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 35,742 $2.45M 0.2% +14 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 35,669 $2.44M 0.08% +18,460 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,463 $2.43M 0.02% +1,296 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 35,448 $2.43M 1.81% +3 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 35,115 $2.4M 0.8% +888 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,948 $2.39M 0.04% +77 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 34,721 $2.38M 1.31% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 34,547 $2.37M 0.02% -1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 34,385 $2.35M 0.13% +37 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 33,742 $2.31M 0.27% -581 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 33,439 $2.29M 0.63% -1,542 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 33,198 $2.27M <0.01% +32,346 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 32,924 $2.25M 0.3% -11,772 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 32,385 $2.22M 0.02% -2,754 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 32,145 $2.2M 0.14% +591 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 31,850 $2.18M 0.94% +66 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 31,629 $2.17M 1.23% -37 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 31,598 $2.16M -31,502 Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 31,323 $2.14M 0.13% -516 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 29,825 $2.04M 0.75% -247 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 73,622 $2.04M 0.46% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,660 $2.03M -155 Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 29,510 $2.02M 0.33% -631 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 29,511 $2.02M 0.26% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 29,605 $1.99M 0.89% -1,353 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 28,960 $1.98M 0.28% -3,127 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 28,704 $1.97M <0.01% +3,655 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,563 $1.96M 0.08% +377 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 28,209 $1.93M 0.77% +5,511 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28,151 $1.93M 0.69% +549 13F-HR/A Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 28,004 $1.92M 1.39% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,939 $1.91M 0.07% +219 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 27,759 $1.9M 0.96% +13,967 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 27,665 $1.89M 1.38% -504 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,333 $1.87M 0.04% +3,337 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 26,904 $1.84M 0.36% -1,778 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26,473 $1.81M 0.4% +2,785 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,061 $1.78M <0.01% +3,319 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 25,962 $1.78M 0.37% -69 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 25,792 $1.77M 0.49% +1,740 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 25,540 $1.75M 0.04% +145 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25,192 $1.72M 0.1% +43 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,150 $1.72M 0.06% +603 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 24,965 $1.71M 0.44% -1,233 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 25,005 $1.71M 1.42% -6,190 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,946 $1.71M 0.02% +2,249 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,671 $1.69M <0.01% -1,318 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 24,416 $1.67M 0.07% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 24,291 $1.66M 0.05% +3,786 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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