Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 26,108 $483K 0.01% +19,088 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,953 $480K <0.01% +13,132 13F-HR Timeline Group David Wealth Management LLC More: the full row for David Wealth Management LLC 25,905 $479K 0.4% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 25,832 $478K 0.09% +12,980 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 25,781 $477K 0.06% +10,974 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 25,777 $477K 0.04% +12,150 13F-HR Timeline Quantitative Strategies, Inc. 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LLC. 19,936 $369K <0.01% +7,818 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,746 $365K 0.03% +10,680 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 19,731 $365K <0.01% +10,080 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 19,570 $362K 0.23% +9,785 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 19,420 $359K 0.05% +9,905 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 19,412 $359K 0.14% +9,238 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,349 $359K <0.01% +8,820 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,396 $359K 0.06% +10,291 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 19,376 $358K 0.36% +9,779 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 19,362 $358K 0.04% +9,681 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 19,286 $357K 0.04% +9,643 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,238 $356K 0.03% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 18,850 $349K 0.02% +9,403 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,844 $349K 0.08% +9,206 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,800 $348K 0.02% +9,400 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 18,771 $347K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 18,663 $345K 0.08% +9,343 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 18,548 $343K 0.11% +9,274 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,406 $341K <0.01% +9,259 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 18,389 $340K 0.29% +9,394 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 18,354 $340K 0.13% +9,178 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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More: the full row for Parkshore Wealth Management, Inc. 17,438 $323K 0.19% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 16,863 $322K 0.28% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,394 $322K 0.15% +6,663 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 17,262 $319K 0.07% +8,681 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 17,200 $318K 0.05% +8,600 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 17,190 $318K 0.09% +5,879 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 16,436 $318K 0.19% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 17,155 $317K 0.08% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 17,115 $317K 0.02% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 17,085 $316K 0.18% +8,592 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 16,950 $314K 0.01% +9,175 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 16,887 $312K 0.13% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 16,830 $311K 0.1% +7,106 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,681 $309K 0.05% -12,648 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 16,563 $306K 0.05% +10,114 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 16,470 $305K 0.01% +8,235 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 16,429 $304K 0.08% +8,447 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 16,401 $303K 0.08% +6,799 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,331 $302K <0.01% new 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 16,250 $301K 0.09% +11,313 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,234 $300K 0.03% +8,134 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 15,983 $296K 0.04% +8,049 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 15,982 $296K 0.13% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 15,982 $296K 0.36% 13F-HR Timeline Accredited Investors Inc. 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More: the full row for Disciplined Investors, L.L.C. 16,000 $294K 0.28% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,858 $293K 0.04% +8,097 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 15,820 $293K 0.31% +7,910 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 15,807 $292K 0.27% +2,972 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 15,786 $292K 0.05% +4,462 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 15,746 $291K 0.13% +7,873 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 15,651 $290K 0.12% +8,114 13F-HR/A Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 15,573 $288K 0.14% +7,930 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 15,505 $287K 0.08% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,346 $284K 0.01% +7,670 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,332 $284K 0.03% +7,467 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 15,275 $283K 0.01% +8,154 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,096 $279K 0.02% +3,352 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 15,058 $279K 0.06% +8,641 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,948 $277K 0.03% +7,434 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 14,938 $276K 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,906 $276K 0.01% +7,606 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 14,901 $276K 0.11% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 14,874 $275K 0.23% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,809 $274K 0.1% +7,540 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 14,808 $274K 0.01% +8,045 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 14,784 $274K 0.06% +7,392 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 14,777 $273K 0.03% +8,458 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 14,767 $273K 0.03% +7,398 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,678 $272K 0.02% +7,849 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 14,664 $271K 0.19% +8,742 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,638 $271K 0.03% +7,446 13F-HR/A Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 14,518 $269K 0.06% +5,074 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,488 $268K 0.03% +7,551 13F-HR Timeline Linscomb Wealth, Inc. 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