Main Street Research LLC More: the full row for Main Street Research LLC 1,907,800 $79.1M 4.53% +412,800 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 620,675 $25.7M 0.01% +131,285 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 616,511 $25.6M 1.52% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 404,042 $16.8M 0.01% +5,307 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 326,298 $13.5M 0.45% +44,029 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 324,249 $13.4M 0.25% -13,410 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 286,092 $11.9M 4.56% +7,285 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 278,887 $11.6M 5.25% +6,288 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 213,550 $9.04M 1.64% +3,950 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 208,763 $8.66M 0.02% -1,002 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 173,375 $7.19M 0.4% +7,837 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 168,938 $7.01M 0.89% +7,488 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 160,908 $6.67M 0.31% +3,035 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 158,517 $6.58M 0.05% -1,538 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 150,232 $6.23M 0.01% +53,540 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 138,969 $5.76M 0.07% +10,386 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 133,326 $5.53M 0.38% -6,650 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 120,960 $5.02M 0.54% -1,100 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111,594 $4.63M 0.73% -6,978 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 108,663 $4.51M 0.03% -3,786 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,635 $4.34M 0.01% +1,093 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,616 $4.01M 0.01% +2,279 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,109 $3.9M 0.01% +4,905 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 87,896 $3.65M <0.01% -2,217 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 83,409 $3.46M 2.07% +14,998 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 76,880 $3.19M <0.01% +2,102 13F-HR Timeline Group AllGen Financial Advisors, Inc. 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More: the full row for JBF Capital, Inc. 56,312 $2.34M 0.34% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 55,757 $2.31M 1.74% +1,768 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 55,252 $2.29M 0.25% +12,080 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 43,506 $1.8M 0.65% -2,475 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,198 $1.75M 0.01% -248 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Longview Financial Advisors, Inc. 25,394 $1.05M 0.72% +10 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 25,153 $1.04M 0.51% -15,717 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,103 $1.04M <0.01% +175 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 25,076 $1.04M 0.36% +23,174 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,525 $1.02M 0.01% -1,158 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24,171 $1M 0.3% -300 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 23,674 $982K 0.35% +1,971 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,423 $956K 0.02% +2,226 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 19,298 $800K 0.76% -1,547 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,556 $770K <0.01% +934 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,534 $710K 0.08% +6,934 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,918 $702K 0.03% -641 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 16,917 $702K 0.71% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,650 $691K <0.01% +530 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,448 $682K 0.01% -121 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 15,234 $632K 0.13% -366 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 14,814 $614K 0.09% +2,999 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,733 $611K 0.01% -76 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,406 $598K 0.01% +2,859 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,126 $544K <0.01% -1,801 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,121 $544K <0.01% new 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,441 $516K 0.14% +54 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,979 $497K 0.01% -4,724 13F-HR 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 $495K 0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,469 $476K <0.01% -86,258 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,702 $453K 0.38% -558 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,690 $443K 0.01% -261 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,668 $442K 0.05% +3,845 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,558 $430K 0.18% -237 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Focus Financial Network, Inc. 7,981 $331K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,610 $316K <0.01% -292 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,170 $297K <0.01% +136 13F-HR/A Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,565 $272K 0.04% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,555 $272K <0.01% +124 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 6,555 $272K 0.24% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,233 $259K 0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,158 $255K 0.18% +670 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,088 $253K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,727 $238K 0.02% -362 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 5,607 $233K 0.2% +548 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,592 $232K <0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,563 $231K <0.01% +59 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,511 $229K <0.01% -432 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,312 $220K <0.01% +53 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,304 $220K 0.16% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,122 $212K <0.01% +27 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 4,860 $202K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,360 $181K 0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 3,453 $143K 0.14% 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,399 $141K <0.01% -1,144 13F-HR/A Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,859 $119K 0.04% +479 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,687 $70K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,513 $62.8K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 841 $34.9K <0.01% -38 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 828 $34.3K <0.01% +1 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $33.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $33.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 768 $31.9K 0.01% +290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 746 $30.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 330 $13.7K <0.01% +4 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 241 $10K 0.01% -23 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 237 $9.83K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 213 $8.84K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.73K <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 $3.23K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53 $2.2K <0.01% -77 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 39 $1.62K <0.01% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $332 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $13 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.