GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,556,167 $122M 3.37% -26,960 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,358,818 $106M 0.02% +5,320 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 990,829 $77.6M 0.02% -63,011 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 830,638 $65M 0.01% -105,016 13F-HR/A Timeline Group Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 503,947 $39.4M 8.53% +5,524 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 487,276 $38.1M 0.01% +46,654 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 468,453 $36.7M 0.05% -2,160 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 422,853 $33.1M <0.01% +1,195 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 357,166 $28M -480 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 303,451 $23.8M +21,430 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 281,897 $22.1M <0.01% +452 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 255,102 $20M 0.02% +7,885 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190,487 $14.6M 0.01% +19,711 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 168,408 $13.2M 0.75% +39,828 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 164,836 $12.9M 0.31% +104,661 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 164,774 $12.9M 0.14% +104,771 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 161,529 $12.6M 2.83% -922 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 141,443 $11.1M 1.12% +4,403 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 132,924 $10.4M 1.96% +1,418 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 95,339 $7.46M 0.1% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 94,500 $7.4M <0.01% -68,226 13F-HR Timeline Group PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 78,077 $6.11M 4.41% +33,904 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 65,873 $5.16M 0.57% -90 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63,441 $4.97M <0.01% -94 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 63,093 $4.94M 0.36% +101 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 62,420 $4.89M 0.01% +17,484 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 61,842 $4.84M 0.16% +7,528 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 45,322 $3.55M 0.16% +2,159 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,068 $3.21M <0.01% -499 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,958 $3.21M 0.02% +5,455 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 36,127 $2.83M 0.8% +1,023 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,230 $2.6M <0.01% -3,431 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 26,767 $2.1M 0.96% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,043 $1.88M <0.01% -1,235 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,938 $1.87M 0.01% -161 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 23,445 $1.84M 0.05% -1,542 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 22,050 $1.73M 0.15% -1,500 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,463 $1.61M 0.11% -300 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 19,219 $1.5M 0.75% -10,588 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 16,954 $1.33M 0.56% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 16,512 $1.29M 0.04% -217 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,423 $1.21M 0.01% +127 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 15,292 $1.2M 0.31% -2,977 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,869 $1.11M 0.01% +2,373 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,644 $1.04M <0.01% +2,807 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,004 $1.02M <0.01% +355 13F-HR Timeline Group Financially in Tune, LLC More: the full row for Financially in Tune, LLC 12,447 $974K 0.84% -673 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,750 $920K 0.08% -618 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,935 $856K 0.03% -51 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,805 $851K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,465 $819K 0.01% +243 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,253 $802K 0.06% -487 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,901 $697K <0.01% -640 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,345 $653K <0.01% +596 13F-HR/A Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,933 $621K 0.4% -742 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,121 $557K 0 Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,512 $510K 0.36% -29 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,500 $509K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,479 $507K <0.01% -220 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,278 $491K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,159 $482K <0.01% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,147 $481K 0.38% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,040 $473K 0.06% 0 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 6,000 $470K 0.48% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,829 $456K 0.13% -1,113 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,200 $443K 0.09% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,724 $370K <0.01% -1,828 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,671 $366K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,482 $351K 0.04% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,461 $349K <0.01% -321 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,446 $348K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,263 $336K <0.01% +1,581 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,211 $330K <0.01% 0 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,188 $328K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,172 $327K 0.01% -1,130 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,537 $277K <0.01% +1,240 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,407 $267K <0.01% -2 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,268 $256K 0.04% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,265 $256K 0.06% -399 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,824 $221K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,800 $219K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,734 $214K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,640 $207K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,630 $206K 0.01% -1,910 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,847 $145K 0.12% +5 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,419 $111K 0.07% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,405 $110K <0.01% +761 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,031 $78.5K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 650 $50.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 644 $50.4K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 593 $46.4K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 586 $45.9K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 578 $45.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 519 $40.6K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 447 $35K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 334 $26.1K <0.01% -2,802 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 294 $23K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 189 $14.8K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 175 $13.7K <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 $12.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 104 $8.14K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $7.83K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 96 $7.51K <0.01% 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 79 $6.18K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10 $783 <0.01% new 13F-HR Timeline