GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,686,491 $117M 3.38% -22,528 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,509,187 $105M 0.03% +226,996 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,108,002 $77.2M 0.03% +115,221 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 844,203 $58.8M 0.01% +12,413 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 649,575 $45.2M 0.01% -44,992 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 479,901 $33.4M 0.05% +6,733 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 467,947 $32.6M 8.9% +43,444 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 434,252 $30.2M <0.01% +1,018 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 415,720 $29M <0.01% -4,741 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 333,192 $23.2M 5.88% -2,942 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 313,121 $21.8M <0.01% -3,020 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 264,579 $18.4M +3,125 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 217,950 $15.2M 0.1% +4,522 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 140,588 $9.79M 6.06% -1,009 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 139,740 $9.73M 2.84% -220,499 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 114,836 $8M 0.96% -7,071 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75,990 $5.29M <0.01% -3,710 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 72,445 $5.05M 1.49% -5,201 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 63,727 $4.44M 0.67% +19,492 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 61,842 $4.31M 0.41% +3,020 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 59,651 $4.15M 0.78% +5,900 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 56,169 $3.91M 0.01% -7,001 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 53,779 $3.75M <0.01% 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 52,050 $3.63M <0.01% +14,793 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 44,921 $3.13M 0.17% -556 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 42,138 $2.93M 1.72% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,153 $2.87M 0.02% -15,702 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 40,644 $2.83M 1.37% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,240 $2.66M 0.01% +4 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 36,190 $2.52M 0.79% +362 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 31,622 $2.21M 0.08% +356 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,465 $1.99M 0.01% -927 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,524 $1.92M 0.02% -643 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 25,750 $1.79M 0.22% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,369 $1.63M <0.01% +4,706 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 22,393 $1.56M 0.21% -1,782 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 22,022 $1.53M 0.16% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,509 $1.49M 0.12% -3,399,991 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,406 $1.49M <0.01% -8,698 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 19,395 $1.35M 0.05% -504 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,194 $1.27M <0.01% +954 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,763 $1.24M 0.01% +17,337 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,923 $1.18M 0.05% +87 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,196 $1.06M <0.01% -4,250 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,885 $1.04M 0.12% -169 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,738 $1.03M 0.13% +49 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,414 $1M 0.01% +73 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,148 $985K 0.04% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,929 $970K 0.01% +164 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,489 $939K <0.01% +4,331 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,999 $905K 0.16% +27 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,790 $891K 0.05% -1,757 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,010 $836K 0.06% +80 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 11,429 $796K 0.74% +162 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,116 $774K 0.01% -168 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,925 $691K <0.01% +1,556 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,834 $685K <0.01% -134 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,414 $586K +3,134 Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 7,930 $552K 0.2% +15 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,828 $545K <0.01% -1,505 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,707 $537K 0.01% -942 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,707 $537K 0.01% -942 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,705 $467K 0.39% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,666 $464K 0.02% -2,500 13F-HR/A Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,147 $428K 0.54% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,040 $421K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,961 $415K 0.01% +695 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,200 $374K 0.11% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,247 $365K <0.01% -86 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,914 $356K <0.01% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,925 $343K 0.02% -1,207 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,585 $319K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,482 $312K 0.04% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,690 $257K <0.01% -1,381 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,412 $238K 0.04% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,409 $237K <0.01% +165 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,302 $230K <0.01% +1,059 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,963 $206K 0.36% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,640 $184K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,210 $154K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank & Trust Co More: the full row for Bank & Trust Co 1,419 $98.8K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,207 $84.1K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 983 $68.5K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 720 $50.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 690 $48.1K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 579 $40.4K 0.02% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 521 $36.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 450 $31.3K 0.02% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 356 $24.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 339 $23.6K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 329 $22.9K 0.01% 0 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) 284 $19.8K <0.01% -528 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 275 $19.2K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 161 $11.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 104 $7.24K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75 $5.22K <0.01% -316 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 0 $1 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. 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. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.