Main Street Research LLC More: the full row for Main Street Research LLC 1,495,000 $61.5M 3.32% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 489,390 $20.1M 0.01% +284,674 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 398,735 $16.4M 0.01% +223,510 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 337,659 $13.9M 0.27% -2,924 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 282,269 $11.6M 0.41% +99,362 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 278,807 $11.5M 4.41% +10,064 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 272,599 $11.2M 5.47% -20 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 209,765 $8.63M 0.02% -27,151 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 209,600 $8.5M 1.62% +1,418 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 165,538 $6.81M 0.39% +8,721 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 161,450 $6.64M 0.89% +24,562 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 160,055 $6.58M 0.06% -1,540 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 157,873 $6.49M 0.32% -1,009 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 139,976 $5.76M 0.41% -3,163 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 128,583 $5.29M 0.07% +5,196 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 122,060 $5.02M 0.64% -1,118 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 118,572 $4.88M 0.8% +2,679 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 112,449 $4.62M 0.04% -37,061 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,542 $4.26M 0.01% -105 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 97,727 $4.02M 0.04% -39,623 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,692 $3.98M <0.01% +31,187 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 94,337 $3.88M 0.01% -2,941 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 90,113 $3.71M <0.01% -2,904 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 89,204 $3.67M 0.01% -231 13F-HR Timeline AllGen Financial Advisors, Inc. 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More: the full row for JBF Capital, Inc. 56,312 $2.32M 0.33% 0 13F-HR/A Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 53,989 $2.22M 1.71% -202 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,821 $2.21M <0.01% +18,083 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,049 $2.18M 0.03% +15,782 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 45,981 $1.89M 0.68% -4,339 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 43,172 $1.78M 0.21% +15,444 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,446 $1.75M 0.01% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 40,870 $1.68M 0.87% -4,815 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,795 $1.64M <0.01% -29,092 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 38,437 $1.58M 0.71% 0 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 35,263 $1.45M <0.01% -65 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,873 $1.43M 0.01% +67 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,684 $1.43M 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,109 $1.36M <0.01% +16,095 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 30,224 $1.24M 0.62% -253 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,036 $1.24M 0.12% -912 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,682 $1.14M 0.4% +132 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 26,410 $1.09M 0.25% -221 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,683 $1.06M 0.01% -407 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 25,384 $1.04M 0.74% -52 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,928 $1.02M <0.01% -299 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 24,865 $1.02M 0.15% +2,334 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,437 $1.01M 0.03% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24,471 $1.01M 0.32% -395 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 21,703 $893K 0.34% +2,192 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 22,967 $890K 0.1% +1,095 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,463 $883K 0.07% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,197 $872K 0.02% -298 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 20,845 $857K 0.74% -279 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,622 $725K <0.01% -3,933 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,559 $722K 0.04% -457 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,703 $687K 0.01% -20,089 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,569 $681K 0.01% +6,427 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,120 $663K <0.01% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 15,600 $642K 0.13% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,927 $614K <0.01% -255 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,809 $609K 0.01% -6,751 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,387 $509K 0.14% +1,193 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,949 $491K 0.01% +100 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,815 $486K 0.07% +2,491 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,547 $475K 0.01% +749 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,260 $463K 0.37% +390 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,026 $453K <0.01% +10,521 13F-HR/A Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,951 $450K 0.01% -306 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,556 $434K <0.01% -7,810 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,300 $424K 0.03% -317 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,700 $399K 0.12% -87 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,795 $397K 0.18% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 9,492 $390K 0.15% +241 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,324 $383K 0.01% +286 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,324 $383K 0.06% +286 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,403 $346K 0.06% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,307 $342K <0.01% -230 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,923 $326K 0.12% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,902 $325K <0.01% +110 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,034 $289K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,823 $281K 0.05% +619 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,431 $264K <0.01% -5,710 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,089 $250K 0.02% -156 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,943 $244K <0.01% -259 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,886 $243K <0.01% -495 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,875 $242K 0.01% +458 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,504 $226K <0.01% 0 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,488 $226K 0.16% +300 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,259 $216K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,194 $214K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,095 $210K <0.01% new 13F-HR/A Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 5,059 $208K 0.18% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,543 $187K <0.01% 0 13F-HR/A Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,360 $179K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $107K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,380 $97.9K 0.04% -106 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,902 $78.2K 0.15% -28,885 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,687 $69.4K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,513 $62.2K 0.01% -598 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,000 $41.1K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 879 $36.2K <0.01% +148 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 827 $34K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $33.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $32.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 478 $19.7K 0.01% +278 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 326 $13.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 312 $13K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 264 $10.9K 0.01% -653 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 224 $9.21K <0.01% 0 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 130 $5.35K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.7K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 78 $3.21K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 35 $1.44K <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $329 <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1 $41 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1 $35 <0.01% -183 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $5 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.