SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 20,744,061 $93.6M 1.77% +1,792,742 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 4,493,487 $20.3M 12.76% +12,764 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,605,913 $11.8M 0.01% +171,316 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,809,792 $8.16M 0.71% -799,256 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,473,369 $6.64M 0.04% +64,986 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,364,445 $6.15M <0.01% +2,370 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,300,762 $5.87M 1.25% -46,526 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,156,221 $5.21M <0.01% +6,204 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,030,526 $4.65M 0.38% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 839,961 $3.79M <0.01% +48,487 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 755,114 $3.41M 1.8% +17,000 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 394,505 $1.78M <0.01% 0 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 307,541 $1.5M 0.84% +292,255 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 298,509 $1.35M 0.04% +8,436 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 276,747 $1.25M 0.57% +40,015 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 201,565 $909K <0.01% -4,801 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 166,871 $753K 0.51% +1,093 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 163,904 $739K <0.01% +3,512 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 156,678 $707K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 147,982 $667K <0.01% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 98,452 $444K 0.05% +17,181 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,861 $351K <0.01% +2,353 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 74,895 $338K <0.01% -18,556 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 58,079 $262K 0.01% +7,834 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 57,805 $261K 0.06% -2,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 46,592 $210K <0.01% +23,007 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,952 $189K <0.01% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,594 $183K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 38,028 $172K 0.02% -2,000 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,949 $158K <0.01% -7,390 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 34,464 $155K <0.01% +69 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,231 $150K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,212 $141K 0.01% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 26,926 $121K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,526 $119K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,388 $119K <0.01% +9,936 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 25,489 $115K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,588 $111K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,600 $106K <0.01% +2,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,229 $105K <0.01% -697 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,911 $103K <0.01% -425 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,000 $94.7K <0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,202 $91.1K <0.01% 0 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 16,994 $76.6K <0.01% -74,312 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,777 $75.7K <0.01% -413 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,190 $73K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,725 $70.9K <0.01% -900 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 15,185 $68.5K 0.01% -9,890 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/ 15,075 $68K <0.01% +1,801 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,850 $62.5K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,789 $62K <0.01% -8,398 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,350 $60.2K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,704 $52.8K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,848 $48.9K <0.01% +78 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,484 $47.3K <0.01% +145 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,000 $36.1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,868 $35.5K <0.01% +29 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,210 $23.5K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,000 $22.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,959 $22.4K <0.01% -4,668 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 3,258 $14.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,008 $13.6K <0.01% +1,000 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2,511 $11.3K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,359 $11K <0.01% -2,000 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,923 $8.67K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,680 $7.58K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,061 $4.79K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 600 $2.71K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 521 $2.35K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.