Main Street Research LLC More: the full row for Main Street Research LLC 1,958,627 $81.9M 4.76% +50,827 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 711,625 $29.7M 0.01% +90,950 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 647,545 $27.1M 1.45% +31,034 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 407,626 $17M 0.01% +3,584 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 383,573 $16M 0.51% +57,275 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 382,319 $16M 2.27% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 282,349 $12M 0.21% -41,900 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 273,860 $11.4M 4.86% -5,027 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 262,181 $11M 4.33% -23,911 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 257,086 $10.7M 0.03% +48,323 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 222,638 $9.81M 1.64% +9,088 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 181,789 $7.6M 0.91% +12,851 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 180,890 $7.56M 0.42% +7,515 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 179,253 $7.49M 0.01% +29,021 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 165,457 $6.91M 1.34% +95,066 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 163,270 $6.82M 0.32% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 158,851 $6.64M 0.3% -2,057 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 148,548 $6.21M 0.03% +39,885 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 146,005 $6.1M 0.07% +7,036 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 142,736 $5.96M 0.01% +103,654 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 140,332 $5.86M 0.05% -18,185 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 132,959 $5.56M 0.01% +28,324 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 128,925 $5.39M 0.37% -4,401 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Longview Financial Advisors, Inc. 25,059 $1.05M 0.64% -335 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24,200 $1.01M 0.3% +29 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,264 $1.01M 0.01% -261 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,823 $954K 0.03% -600 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 22,637 $946K 0.13% +7,823 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22,121 $924K 0.38% -2,955 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 20,509 $857K 0.41% -4,644 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 19,277 $806K 0.77% -21 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,606 $778K <0.01% +50 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 17,571 $734K 0.77% +654 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,391 $727K <0.01% +741 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,918 $707K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,327 $682K 0.01% -121 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,071 $630K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,750 $616K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,575 $609K 0.01% +169 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 13,615 $569K 0.15% +1,174 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,432 $561K 0.05% +2,764 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,242 $553K <0.01% +116 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,934 $541K 0.02% +4,953 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,097 $506K 0.01% -2,636 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,011 $502K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,949 $499K 0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,943 $499K 0.01% -36 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 11,906 $498K 0.1% -3,328 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,803 $479K 0.39% +101 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,690 $447K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,158 $425K <0.01% -1,311 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,136 $424K 0.12% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,073 $421K 0.13% +29 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,063 $421K 0.02% -237 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,000 $418K <0.01% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,498 $397K 0.18% -60 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,625 $391K <0.01% -100 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 9,333 $390K <0.01% +816 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,251 $387K 0.01% +162 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,251 $387K 0.05% +162 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,188 $384K <0.01% +1,578 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,530 $356K <0.01% +2,938 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,356 $349K 0.05% -21 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 8,118 $339K 0.28% +2,511 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 7,777 $325K 0.09% -1,346 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,533 $315K 0.02% -22,118 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,226 $305K <0.01% -1,979 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,170 $300K <0.01% 0 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,565 $274K 0.04% 0 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,553 $274K <0.01% -2 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,428 $269K 0.18% +270 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,233 $260K 0.01% 0 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,088 $254K 0.02% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,075 $254K <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,930 $248K 0.02% +203 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,572 $233K <0.01% +9 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,511 $230K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,190 $217K <0.01% -122 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,791 $200K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,690 $196K 0.02% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,581 $191K <0.01% +1,182 13F-HR Timeline Group GHP Investment Advisors, Inc. 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More: the full row for TD Waterhouse Canada Inc. 806 $34.1K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $33.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 768 $32.7K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 585 $23.7K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 547 $22.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 452 $18.9K <0.01% +444 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 330 $13.8K <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 241 $10.1K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 237 $9.9K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 210 $8.78K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 140 $5.85K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.76K <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 $3.26K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 62 $2.59K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53 $2.21K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 41 $1.71K <0.01% 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 39 $1.63K <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 1 $33 <0.01% +1 13F-HR/A Timeline Group