GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,583,127 $126M 3.02% -25,130 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,353,498 $108M 0.02% +8,313 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,053,840 $84.1M 0.02% -5,213 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 935,654 $74.7M 0.01% -7,420 13F-HR Timeline Group Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 498,423 $39.8M 8.51% -4,013 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 470,613 $37.6M 0.05% -299 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 440,622 $35.2M 0.01% +2,008 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 421,658 $33.7M <0.01% -20,957 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 357,646 $28.6M -159,557 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 282,021 $22.5M +14,002 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 281,445 $22.5M <0.01% -5,378 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 247,217 $19.7M 0.02% +18,828 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 170,776 $13.6M 0.01% +32,886 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 162,726 $13M <0.01% -3,493 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 162,451 $13M 2.88% -162,502 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 137,040 $10.9M 1.16% +26,839 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 131,506 $10.5M 1.97% +14,020 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 128,580 $10.3M 0.61% +2,259 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 65,963 $5.27M 0.59% +1,857 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63,535 $5.07M <0.01% -4,625 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 62,992 $5.03M 0.36% +718 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 60,175 $4.8M 0.23% -5,633 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 60,003 $4.79M 0.06% +6,205 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54,314 $4.34M 0.15% -10,950 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,936 $3.59M <0.01% +183 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 44,173 $3.53M 2.58% +3,990 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 43,163 $3.45M 0.19% -613 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,567 $3.32M 0.01% -1,796 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,661 $2.93M 0.01% +3,498 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,503 $2.83M 0.01% +352 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 35,104 $2.8M 0.79% -3,618 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 29,807 $2.38M 1.19% -10,669 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,278 $2.02M <0.01% -5,775 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 24,987 $2M 0.05% +450 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,099 $1.92M 0.01% -2,576 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 23,550 $1.88M 0.17% -200 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,763 $1.66M 0.11% -900 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 18,269 $1.46M 0.36% -1,790 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 16,729 $1.34M 0.04% -10,247 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,296 $1.22M 0.02% +933 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,129 $1.05M <0.01% +5,774 13F-HR Timeline Group Financially in Tune, LLC More: the full row for Financially in Tune, LLC 13,120 $1.05M 0.98% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,649 $1.01M <0.01% +19 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 12,368 $988K 0.08% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,496 $918K 0.01% -616 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,986 $877K 0.03% -499 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,837 $865K <0.01% -2,188 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,740 $858K 0.07% -920 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,222 $816K 0.02% -567 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,541 $762K <0.01% 0 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,675 $693K 0.47% -1,458 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,749 $619K <0.01% +2 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,121 $569K 0 Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,942 $554K 0.16% -625 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,699 $535K <0.01% -784 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,552 $523K <0.01% -3,355 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,541 $522K 0.36% -35 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,500 $519K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,278 $501K <0.01% -10 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,147 $491K 0.4% 0 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 6,000 $490K 0.47% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,040 $482K 0.07% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,200 $425K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,302 $423K 0.01% -205 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,909 $392K 0.07% -2,584 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,782 $385K <0.01% 0 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,540 $363K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,482 $358K 0.04% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,211 $336K <0.01% -3 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,188 $334K 0.03% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,664 $293K 0.07% -1,354 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,409 $272K <0.01% +11 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,136 $250K <0.01% +257 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,824 $225K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,800 $224K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,734 $218K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,682 $214K <0.01% +1,894 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,640 $211K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,297 $183K <0.01% -104 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,842 $147K 0.13% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,419 $113K 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,031 $83K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 777 $62K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 650 $51.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 644 $51.4K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 593 $47.4K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 586 $46.8K 0.01% +4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 519 $41.4K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 447 $35.7K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 339 $27.1K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 294 $23.5K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 175 $14K <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 $12.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 104 $8.3K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $7.99K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 89 $7.07K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75 $5.99K <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 $3.27K <0.01% 0 13F-HR Timeline Group