GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,636,251 $120M 3.27% -16,231 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,327,532 $97.4M 0.02% -71,468 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,049,430 $77M 0.03% -46,144 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 916,343 $67.2M 0.01% +50,726 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 619,918 $45.5M -2,661 Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 495,107 $36.3M 8.76% +12,318 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 469,458 $34.4M 0.05% +3,064 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 469,073 $34.4M <0.01% -1,561 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 360,767 $26.5M 0.01% +309,599 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 325,238 $23.9M 5.73% +755 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/ 295,069 $21.6M <0.01% -121,634 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 272,121 $20M +4,193 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 228,354 $16.8M <0.01% -24,777 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 208,615 $15.3M 0.08% -9,043 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 182,624 $13.4M 0.56% +136,635 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 142,209 $10.4M 5.94% +792 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 117,991 $8.61M 0.01% +39,598 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 110,166 $8.08M 0.95% -1,702 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 89,268 $6.55M 1.38% +14,201 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70,935 $5.2M <0.01% -3,956 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 64,982 $4.77M 0.71% +2,970 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 62,100 $4.56M 0.37% +196 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 59,930 $4.4M 0.18% +18,865 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,263 $3.83M 0.01% +197 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 44,251 $3.25M 0.2% -276 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,588 $3.12M <0.01% +16,099 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,745 $2.77M 0.01% -3,265 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 37,741 $2.77M 2.28% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 37,503 $2.75M 0.82% +691 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,845 $2.56M 0.01% -2,808 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 30,929 $2.26M 0.07% -633 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,229 $1.92M 0.01% -438 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,408 $1.86M <0.01% +6,285 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 25,181 $1.85M 0.06% -20,130 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25,066 $1.84M 0.62% -42,417 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 23,750 $1.74M 0.2% -2,000 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 22,023 $1.62M 0.15% +1 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 21,955 $1.61M 0.2% +79 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,663 $1.59M 0.13% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,014 $1.25M <0.01% +821 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,899 $1.24M 0.06% +8,282 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,897 $1.09M 0.12% +110 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,262 $1.05M <0.01% -270 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,006 $1.03M 0.01% +385 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,335 $978K 0.09% -1,122 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,720 $933K 0.15% +21 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,714 $859K 0.01% -14,705 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,314 $830K 0.03% -926 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,876 $798K 0.02% -375 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 10,634 $780K 0.59% -667 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,351 $759K 0.01% -729 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,315 $757K <0.01% +573 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,263 $753K <0.01% -1,244 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,327 $611K <0.01% +662 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,914 $581K <0.01% +24 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,631 $560K -95 Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 7,606 $558K 0.18% -258 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,305 $537K 0.11% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,724 $493K 0.38% +19 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,500 $477K 0.02% -166 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,483 $476K <0.01% -1,343 13F-HR/A Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,147 $451K 0.49% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,040 $443K 0.07% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,910 $433K <0.01% -1,702 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,861 $430K 0.01% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,200 $392K 0.11% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,021 $368K 0.1% -253 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,874 $358K 0.01% -1,247 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,766 $350K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,582 $336K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,482 $329K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,402 $323K <0.01% +1,164 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,188 $307K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,181 $307K <0.01% +353 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,455 $253K 0.01% -1,470 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,412 $250K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,347 $246K <0.01% +4 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,824 $207K 0.03% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,800 $205K 0.04% -305 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,734 $201K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,640 $194K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,401 $176K <0.01% +81 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,114 $155K <0.01% -2,802 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,965 $144K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,419 $104K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,207 $88.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,031 $75.2K 0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 915 $67.1K 0.03% -68 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 720 $50.1K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 644 $47.2K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 582 $42.7K 0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 521 $38.2K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 519 $38.2K 0.01% +69 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 335 $24.6K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 302 $22.2K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 275 $20.2K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 179 $13.1K <0.01% -2,063 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 175 $12.8K <0.01% 0 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 $11.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 117 $8.58K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 104 $7.63K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75 $5.5K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $3.01K <0.01% 0 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.