LPL Financial LLC More: the full row for LPL Financial LLC 377,859 $27M 0.01% -32,767 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 176,263 $12.6M 1.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 105,822 $7.57M <0.01% -2,012 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 104,202 $7.45M 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 98,344 $7.03M 1.42% +30 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 96,312 $6.89M 0.01% +786 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 80,784 $5.78M 0.35% +8,762 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 68,298 $4.88M 1.39% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,444 $4.31M <0.01% +47,026 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,700 $3.63M <0.01% -3,284 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 42,890 $3.07M <0.01% +38,242 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 41,173 $2.94M <0.01% +15,462 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,393 $2.89M <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,046 $2.86M <0.01% -11,586 13F-HR/A Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 27,792 $1.99M 0.87% -261 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,356 $1.31M <0.01% -6,869 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,194 $1.3M <0.01% -41 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 16,281 $1.16M 0.09% -539 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 13,830 $877K 0.41% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,378 $814K <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,374 $813K <0.01% new 13F-HR/A Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 11,040 $789K 0.08% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,643 $618K <0.01% -897 13F-HR Timeline Group Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,620 $545K 0.38% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,427 $460K 0.15% -123 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,583 $399K <0.01% +634 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,145 $368K 0.26% -74 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,747 $339K <0.01% -126 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,685 $335K <0.01% -373 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,423 $316K <0.01% -820 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,252 $302K <0.01% -1,001 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,943 $282K 0.03% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,468 $248K 0.02% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,026 $216K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,907 $208K 0.01% +852 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 193 $13.8K <0.01% -7 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 88 $6.27K <0.01% -353 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18 $1.29K <0.01% 0 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/ 4 $286 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.