GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,652,482 $111M 3.44% -34,009 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,399,000 $95.2M 0.03% -110,187 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,095,574 $73.9M 0.03% -12,428 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 865,617 $58.4M 0.01% +21,414 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 622,579 $42M 0.01% -26,996 13F-HR Timeline Group Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 482,789 $32.5M 8.84% +14,842 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 470,634 $31.7M <0.01% +36,382 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 466,394 $31.4M 0.04% -13,507 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/ 416,703 $28.1M <0.01% +983 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 324,483 $21.9M 5.68% -8,709 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 267,928 $18.1M +3,349 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 253,131 $17.1M <0.01% -59,990 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 217,658 $14.7M 0.09% -292 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 141,417 $9.53M 5.87% +829 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 111,868 $7.54M 0.99% -2,968 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 78,393 $5.26M <0.01% +26,343 13F-HR/A Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 75,067 $5.06M 0.8% +11,340 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 74,891 $5.05M <0.01% -1,099 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 67,483 $4.55M 1.39% -4,962 13F-HR/A Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 62,012 $4.18M 0.76% +2,361 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 61,904 $4.17M 0.37% +62 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,066 $3.51M 0.01% -4,103 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 51,168 $3.45M <0.01% -2,611 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 45,989 $3.1M 0.24% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 45,311 $3.05M 0.11% +25,916 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 44,527 $3M 0.16% -394 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,065 $2.77M 0.12% +26,917 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,010 $2.76M 0.02% -143 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,653 $2.54M 0.01% -587 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 36,812 $2.48M 0.79% +622 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 31,562 $2.12M 0.08% -60 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,667 $1.8M 0.01% -798 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,489 $1.79M <0.01% +3,120 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,419 $1.78M 0.02% -1,105 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 25,750 $1.74M 0.21% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 22,022 $1.48M 0.15% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 21,876 $1.47M 0.2% -517 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,663 $1.46M 0.13% +154 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,123 $1.29M <0.01% -2,283 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,193 $1.09M <0.01% -2,001 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,787 $997K 0.13% +49 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,532 $980K <0.01% -3,231 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,457 $975K 0.11% -428 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,621 $918K 0.01% -308 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,699 $856K 0.15% -300 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12,240 $825K 0.04% -4,683 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,010 $810K 0.06% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,507 $776K <0.01% -1,982 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 11,301 $762K 0.66% -128 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,251 $759K 0.03% -1,539 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,080 $747K 0.01% -36 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,742 $657K <0.01% -92 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,617 $581K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,890 $532K <0.01% -6,524 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 7,864 $530K 0.19% -66 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,826 $528K <0.01% -2 13F-HR/A Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,726 $521K -688 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,665 $517K <0.01% -2,260 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,612 $513K 0.01% -95 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,612 $513K 0.01% -95 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,857 $462K 0.01% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,705 $452K 0.38% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,666 $449K 0.02% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,147 $414K 0.5% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,121 $413K 0.01% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,040 $407K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,861 $395K 0.01% -100 13F-HR Timeline 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/A Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,274 $356K 0.1% -134,466 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,925 $332K 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) 4,916 $331K 0.01% +4,632 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,200 $330K 0.11% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,766 $321K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,482 $302K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,188 $282K 0.03% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,828 $258K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,450 $233K <0.01% -240 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,412 $230K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,343 $225K <0.01% -66 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,238 $218K <0.01% -11,958 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 3,105 $216K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,640 $178K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,320 $156K <0.01% -982 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,242 $152K <0.01% +1,903 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,419 $95.7K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,207 $81.4K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 983 $66.3K 0.04% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 579 $39.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 521 $35.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 450 $30.4K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 353 $23.8K 0.01% -41,785 13F-HR Timeline 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 Coastline Trust Co More: the full row for Coastline Trust Co 175 $11.8K <0.01% -2,035 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 $7.01K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $2.76K <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.