LPL Financial LLC More: the full row for LPL Financial LLC 477,094 $29.8M 0.01% +53,259 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 195,541 $12.2M 2.08% +57,722 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 195,273 $12.2M <0.01% +59,528 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 167,584 $10.5M 0.02% +33,639 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 94,758 $5.92M 1.35% +11,689 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,339 $4.77M 0.01% +4,483 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 66,098 $4.13M 0.28% +10,057 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 61,422 $3.84M 0.01% +2,097 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 57,497 $3.59M <0.01% +30,960 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,251 $3.51M <0.01% 13F-HR/A Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 30,600 $1.91M 0.97% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,156 $1.13M <0.01% -1,474 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,457 $1.09M <0.01% +9,021 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,811 $925K 0.08% +2,418 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 13,830 $864K 0.38% -63 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,608 $725K <0.01% +3,539 13F-HR/A Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 11,295 $705K 0.08% +570 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,262 $703K <0.01% +3,430 13F-HR Timeline Group Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,900 $493K 0.36% +156 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,958 $435K <0.01% 0 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,579 $411K 0.16% -156 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,097 $381K <0.01% +300 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,558 $347K <0.01% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,321 $332K <0.01% +496 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,233 $327K 0.24% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,086 $318K <0.01% +48 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,936 $308K <0.01% -2,482 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,889 $305K <0.01% -235 13F-HR/A Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,943 $246K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,288 $143K <0.01% +846 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,053 $65.8K 0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 489 $30.5K 0.01% -273 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 259 $16.1K <0.01% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 200 $12.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 41 $2.56K <0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18 $1.12K <0.01% 0 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.