Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,548,309 $260M 4.25% +100,543 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,077,594 $37.9M 0.32% -1,180,004 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,057,983 $37.2M 3.92% +794,616 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 392,248 $13.8M 5.79% +30,783 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 382,715 $13.5M <0.01% +39,822 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 233,646 $8.22M 0.03% +122,632 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 195,130 $6.87M <0.01% -36,761 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 184,127 $6.48M 0.08% -8,198 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 153,237 $5.39M 3.85% +3,212 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 132,580 $4.67M 0.35% -12,140 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 112,180 $3.95M 0.71% -1,185 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 95,544 $3.36M 2.24% -104,638 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 65,734 $2.31M 1.82% +659 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 44,158 $1.55M 3.9% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 37,724 $1.51M 0.15% +6,972 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 37,850 $1.33M 0.05% +2 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 24,812 $873K 0.53% -19,188 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,804 $873K <0.01% -70,037 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,692 $658K 0.01% -7,487 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,382 $452K 0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,015 $423K 0.23% -552 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,002 $422K 0.01% +38 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,904 $349K <0.01% +8,071 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,139 $322K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,679 $305K <0.01% +1,325 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,341 $294K <0.01% -338 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,287 $292K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,922 $279K <0.01% +2,120 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 7,416 $261K 0.09% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,000 $70.4K <0.01% +600 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,112 $39.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 950 $33.4K 0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 914 $32.2K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 788 $27.7K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 325 $11.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 217 $7.64K <0.01% 0 13F-HR Timeline