Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,170,614 $820M 9.76% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,195,369 $80.5M 18.77% +32,334 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 953,807 $64.3M 26.07% +677,631 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 878,204 $59.2M 0.01% +850,000 13F-HR Timeline Group Client First Investment Management LLC More: the full row for Client First Investment Management LLC 544,551 $36.7M 15.46% +426,494 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 381,985 $25.7M 0.78% -37,907 13F-HR Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 369,107 $24.9M 10.98% -997 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 321,453 $21.7M <0.01% +36,711 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 282,805 $19.1M 2.79% -4,934 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 271,376 $18.3M 0.74% +133,929 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 249,617 $16.8M 0.02% -929 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 232,199 $15.6M 0.16% -22,009 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 228,618 $15.4M 1.5% -3,668 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 220,397 $14.9M 2.43% -6,667 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 179,193 $12.1M 5.17% -6,335 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 168,776 $11.4M 1.77% -6,346 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 167,727 $11.3M 1.22% +8,685 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 166,076 $11.2M 0.21% -5,123 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 165,240 $11.1M 6.33% -3,396 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 162,652 $11M 2.26% +9,640 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 159,348 $10.7M 0.32% -5,435 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 155,691 $10.5M new Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 153,468 $10.3M 0.01% 0 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 120,593 $8.13M 0.74% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 118,600 $7.99M 0.03% -20,825 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 116,079 $7.82M 0.3% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 113,430 $7.64M 4.37% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 99,046 $6.57M <0.01% -1,822 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 94,938 $6.4M 0.12% -980 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 88,620 $5.97M 0.12% -8,967 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 86,903 $5.86M 0.68% -2,333 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 83,755 $5.64M 0.08% +155 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 79,702 $5.38M 0.11% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 72,896 $4.91M 0.77% +68,426 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 61,616 $4.15M 0.49% +4 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 58,935 $3.97M <0.01% -1,783 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 57,913 $3.9M 1.62% -471 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 54,818 $3.69M 0.09% +44,888 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 54,435 $3.67M 0.53% -25,412 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 51,855 $3.49M <0.01% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 51,244 $3.45M 0.6% +1,192 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 50,803 $3.42M 0.27% -785 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,293 $3.39M <0.01% -7,748 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 49,091 $3.31M 0.18% +4,020 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 48,756 $3.29M 0.01% +19,743 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 46,556 $3.14M 4.71% +5,076 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 46,524 $3.13M 1.3% -9,074 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 46,054 $3.1M 0.61% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 44,962 $3.03M 0.03% +102 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 44,905 $3.03M 0.19% -2,483 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,474 $3M <0.01% -1,264 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 43,774 $2.95M 0.09% +9,223 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 43,030 $2.9M 0.09% -8,455 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 42,815 $2.89M 0.63% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 40,036 $2.7M 0.06% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 39,941 $2.69M <0.01% -22,605 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,569 $2.67M 0.02% +33,622 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 39,407 $2.66M 0.07% +1,407 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,197 $2.64M <0.01% -3,350 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 37,310 $2.51M 0.54% -4,760 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 36,148 $2.44M 0.37% +110 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,704 $2.41M 0.01% +15,404 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,959 $2.29M <0.01% +6,383 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 32,684 $2.2M 0.02% -12,021 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,508 $2.19M 0.02% +16,551 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 40,000 $2.08M <0.01% -2,488 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 30,097 $2.03M 0.18% +15,027 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 27,154 $1.83M <0.01% -22,476 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 26,782 $1.8M 0.24% -2,994 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 26,459 $1.78M 0.06% -941 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26,208 $1.77M 0.01% +7,590 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 24,080 $1.62M 0.05% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 24,000 $1.62M 0.03% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,751 $1.6M <0.01% +9,264 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,607 $1.59M 0.01% -995 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,545 $1.59M <0.01% +164 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,375 $1.58M <0.01% +16,002 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 23,064 $1.55M 0.18% -70 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,931 $1.55M 0.03% -2,789 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 22,522 $1.52M 0.08% -308 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 22,388 $1.51M 0.48% +16,130 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,375 $1.51M 0.01% +7,725 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,558 $1.45M 0.02% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 21,440 $1.44M 0.11% +7,450 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,772 $1.43M <0.01% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 21,170 $1.43M 0.09% +17,260 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 20,787 $1.4M 0.02% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,339 $1.37M <0.01% -2,364 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,032 $1.35M 0.04% +7 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,662 $1.32M 0.15% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 19,489 $1.31M 0.21% -1,340 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 18,612 $1.25M 0.98% +289 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,110 $1.22M 0.14% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,044 $1.22M 0.1% +11,018 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,760 $1.2M 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,725 $1.19M 0.06% +836 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,118 $1.19M 0.02% +33 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,401 $1.17M 0.06% -6,875 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,643 $1.05M <0.01% -787 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,852 $1M 0.15% -1,040 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,400 $970K 0.24% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,925 $938K 0.47% -2,625 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 13,768 $928K 0.02% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,251 $893K 0.25% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 13,250 $893K 0.19% +10 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,045 $879K <0.01% -11,298 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,981 $875K <0.01% -450 13F-HR/A Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 12,920 $871K 0.21% +160 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,742 $791K <0.01% -38,030 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,620 $783K <0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,580 $781K <0.01% -160 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,314 $762K 0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,278 $760K 0.06% +136 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,904 $735K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,830 $730K 0.08% +2 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,774 $726K 0.46% -168 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10,652 $718K 0.26% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,586 $713K 0.14% 0 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,477 $706K 0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,384 $700K 0.1% +19 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,287 $693K 0.1% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 9,820 $662K 0.17% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,819 $662K 0.03% +7 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,766 $658K <0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 9,674 $652K 0.13% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 9,194 $619K 0.31% -390 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,056 $610K 0.01% +2 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 8,934 $602K 0.31% -16,046 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,709 $587K 0.03% -731 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,704 $586K 0.01% +830 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,613 $580K 0.01% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 8,243 $555K 0.26% -3,037 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 8,180 $551K 0.6% +16 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,150 $549K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,126 $548K 0.03% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,060 $540K 0.11% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,794 $525K 0.01% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 7,726 $521K 0.2% +55 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,383 $497K <0.01% -1,611 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 7,400 $496K 0.32% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7,160 $482K 0.12% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,149 $482K 0.02% -8,024 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,140 $481K 0.17% 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 7,038 $474K <0.01% -31,350 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 6,999 $472K 0.11% -22,371 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,791 $458K 0.02% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 6,418 $432K <0.01% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,400 $432K 0.13% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,304 $425K 0.06% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 6,214 $419K 0.28% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,011 $405K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,004 $405K 0.01% 0 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,849 $394K 0.37% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,580 $376K 0.12% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 5,436 $366K 0.23% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,349 $360K 0.04% +40 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,200 $350K <0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,130 $346K <0.01% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,943 $333K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,941 $333K 0.03% -207 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,878 $329K 0.02% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 4,828 $325K 0.17% -6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,795 $323K 0.01% +823 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,744 $320K 0.09% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,675 $315K 0.17% -3 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,640 $313K 0.11% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,635 $312K 0.14% +62 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,593 $309K 0.12% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,583 $309K 0.07% -129 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,539 $306K 0.06% +8 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,418 $298K 0.02% -140 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,374 $295K 0.33% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,372 $295K <0.01% -4 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 4,301 $290K 0.18% +7 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,288 $289K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,266 $287K <0.01% +8 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,166 $281K 0.04% 0 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,122 $278K <0.01% -1,668 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,078 $275K <0.01% -500 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,044 $273K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,000 $270K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,997 $269K 0.01% -3 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 3,969 $267K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,962 $267K <0.01% -37 13F-HR Timeline Farringdon Capital, Ltd. 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More: the full row for SMITH, MOORE & CO. 3,890 $262K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,882 $262K 0.03% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 3,860 $260K 0.14% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,844 $259K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,840 $259K 0.03% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,792 $256K 0.1% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,697 $249K 0.1% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,645 $246K 0.08% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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