Main Street Research LLC More: the full row for Main Street Research LLC 2,027,356 $87.8M 4.14% +68,729 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 774,242 $33.5M 0.01% +62,617 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 688,053 $29.8M 1.82% +40,508 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500,113 $21.6M 0.57% +116,540 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 399,825 $17.3M 0.01% -7,801 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 397,446 $17.2M 2.29% +15,127 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 278,022 $12M 4.06% +15,841 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 274,582 $11.9M 4.65% +722 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 271,793 $11.8M 0.14% -10,556 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 256,093 $11.1M 0.02% -993 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 231,225 $10.1M 1.62% +8,587 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 231,319 $10M 0.01% +52,066 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 207,092 $8.97M 0.09% +61,087 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 190,869 $8.26M 0.41% +9,979 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 180,163 $7.8M 0.77% -1,626 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 177,569 $7.69M 0.32% +14,299 13F-HR Timeline Group Focus Financial Network, Inc. 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More: the full row for JBF Capital, Inc. 56,312 $2.44M 0.32% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 55,975 $2.42M 0.02% -1,567 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 53,214 $2.3M <0.01% -769 13F-HR/A Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 53,150 $2.3M 0.5% -3,954 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 51,346 $2.22M 0.19% +17,197 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 51,063 $2.21M 0.27% +28,426 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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COLE ADVISORS, INC. 22,963 $994K 0.02% +140 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22,488 $974K 0.35% +367 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 20,067 $869K 0.35% -442 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,862 $860K <0.01% +1,256 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 18,914 $819K 0.73% -363 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,938 $777K <0.01% +547 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,891 $775K <0.01% +7,891 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 17,590 $761K 0.7% +19 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 16,517 $755K 0.49% -17,830 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,868 $730K 0.03% -50 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 16,809 $728K 0.06% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 15,807 $684K 0.18% +2,192 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 14,599 $651K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,814 $641K 0.05% +1,382 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,661 $635K 0.01% +86 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,123 $611K <0.01% -948 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,520 $542K <0.01% -78,682 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,949 $517K 0.01% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 11,748 $509K 0.14% +1,675 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,526 $499K 0.01% -417 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,511 $498K <0.01% -586 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,063 $436K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,860 $427K <0.01% +672 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 9,570 $414K 0.31% +1,452 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,498 $411K 0.18% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,440 $409K <0.01% +107 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,435 $408K <0.01% -190 13F-HR Timeline Group ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,351 $405K 0.4% -1,452 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,694 $376K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,614 $373K <0.01% -1,544 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,530 $369K <0.01% 0 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,487 $369K 0.05% +131 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,476 $367K 0.01% -775 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,476 $367K 0.04% -775 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 8,035 $348K 0.19% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,905 $346K <0.01% +679 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 7,757 $336K 0.08% -20 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,018 $304K 0.01% +785 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,428 $278K 0.18% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,386 $276K 0.04% -179 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,093 $264K 0.02% +163 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,957 $258K 0.02% -131 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,951 $258K 0.06% -4,185 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,805 $251K 0.05% -6,101 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,691 $246K <0.01% +119 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,445 $236K 0.01% +654 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,345 $231K <0.01% -1,825 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. 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More: the full row for GHP Investment Advisors, Inc. 4,360 $189K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,896 $169K <0.01% -2,657 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $113K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,467 $107K 0.03% -216 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,061 $89.2K <0.01% +278 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,809 $78.3K <0.01% +122 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,513 $65.5K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 834 $36.1K 0.01% +66 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 812 $35.1K <0.01% -16 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $35.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 752 $32.6K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 452 $19.6K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 418 $18.1K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 394 $17.1K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 241 $10.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 77 $3.33K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53 $2.29K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40 $1.73K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 39 $1.69K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 37 $1.6K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $43 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $29 <0.01% 0 13F-HR Timeline Group