Westmount Partners, LLC More: the full row for Westmount Partners, LLC 60,118 $1.19M 0.36% +43,868 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 59,932 $1.19M 1.15% -1,693 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 59,804 $1.18M <0.01% +9,009 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 59,515 $1.18M 0.29% -10,577 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 59,281 $1.17M 0.74% -1,520 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 59,141 $1.17M 0.09% -19,073 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 58,923 $1.17M 0.09% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 58,747 $1.16M 0.06% +140 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 58,733 $1.16M 0.07% +7,484 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 58,637 $1.16M 0.63% -2,265 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 58,307 $1.15M 0.18% -855 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 58,370 $1.14M 0.47% -1,903 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 57,550 $1.14M 0.25% -1,418 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 57,444 $1.14M 0.89% -15,345 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 57,112 $1.13M 0.3% -568 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 56,975 $1.13M <0.01% -34,077 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 56,879 $1.13M 0.25% -8,887 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 56,728 $1.12M 0.78% -4,590 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 56,094 $1.11M 0.14% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 55,811 $1.1M 0.46% -577 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 55,402 $1.1M 1% -723 13F-HR Timeline Fortress Wealth Management, Inc. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 53,720 $1.06M 0.03% -189 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 53,604 $1.06M 0.01% -14 13F-HR Timeline Group American Investment Services, Inc. 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Prosperity Capital Advisors 41,263 $820K 0.06% -6,098 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 39,766 $817K 0.71% +311 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 41,186 $815K 0.63% +634 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 41,001 $811K 0.61% -509 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $810K 0.23% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 40,901 $809K 0.12% -3,540 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 40,719 $805K 0.1% -11,600 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. 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More: the full row for Seed Wealth Management, Inc. 33,940 $671K 0.55% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 33,936 $671K 0.56% -678 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,901 $671K 0.05% +408 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 33,680 $666K 0.02% -48,114 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 33,522 $663K 0.25% -1,060 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 33,460 $662K 0.03% +971 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,221 $657K 0.04% -687 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 32,926 $651K 0.36% -94 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 32,421 $641K 0.03% +8,770 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 32,330 $639K 0.04% -2,896 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 32,285 $639K 0.04% -22,251 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,056 $634K 0.09% 0 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Bridgewater Advisors Inc. 28,351 $584K 0.05% -17,793 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 29,488 $583K 0.11% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 24,001 $583K 0.35% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 29,427 $582K 0.28% -2,033 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,405 $582K 0.02% -3,610 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 29,376 $581K 0.32% +46 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 29,316 $580K 0.29% 0 13F-HR Timeline Claro Advisors Inc. 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LLC 29,094 $575K 0.04% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 29,043 $574K <0.01% -6,355 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 28,937 $572K 0.31% -1,000 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 28,822 $570K 0.22% +392 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 28,699 $568K 0.49% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 28,563 $565K 0.4% +1,666 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 28,558 $565K 0.37% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 28,296 $560K 0.43% -197 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 31,142 $559K 0.01% -3,916 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,251 $559K 0.04% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 28,240 $559K 0.14% -2,877 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 28,232 $558K 0.06% -664 13F-HR Timeline Stockman Wealth Management, Inc. 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