LPL Financial LLC More: the full row for LPL Financial LLC 253,477 $13M <0.01% +65,601 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 190,154 $10.4M 3.44% +84,453 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 184,290 $9.47M 0.12% +4,067 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 135,153 $6.94M 4.82% +15,401 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 86,774 $4.46M 0.16% -3,549 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 74,656 $3.83M 0.78% -5,331 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 57,293 $2.94M <0.01% -21,635 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 44,542 $2.29M 0.41% +18,051 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,979 $2.1M <0.01% +143 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,669 $1.58M 0.01% +2,832 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,100 $1.39M 0.01% -2,021 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,566 $1.06M <0.01% +11,726 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,586 $1.01M <0.01% +4,120 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,541 $952K <0.01% +14,142 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,044 $773K <0.01% +7,672 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 13,987 $718K 0.23% -769 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 13,070 $671K 0.02% -272 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,931 $664K <0.01% +2,255 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,482 $590K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,287 $580K <0.01% +2,055 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,885 $508K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,885 $361K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,585 $338K <0.01% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,572 $338K 0.08% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,391 $277K 0.01% +658 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,437 $228K <0.01% +1,243 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,235 $218K <0.01% +2 13F-HR/A Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,212 $216K 0.06% +1 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,888 $200K <0.01% +866 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,148 $162K +1,842 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,829 $145K 0.01% -9 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,000 $103K <0.01% -500 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/ 1,676 $86.1K <0.01% -2,131 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,500 $77K <0.01% +1,399 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,489 $76.5K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,132 $58.1K <0.01% +3 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,123 $57.7K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 742 $38.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 677 $34.8K <0.01% +31 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 667 $34.2K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 178 $9.14K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 154 $7.91K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 16 $1K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17 $873 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5 $257 <0.01% +1 13F-HR Timeline