SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 7,486,736 $36.4M 0.85% +570,125 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,042,735 $14.8M 11.92% +207,300 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,670,304 $13M 1.05% +467,821 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,513,568 $7.36M 0.04% -124,228 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,182,611 $5.75M <0.01% +35,194 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,058,672 $5.15M 0.84% -25,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 986,159 $4.79M <0.01% +50,274 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 928,022 $4.51M <0.01% -69,338 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 684,704 $3.33M 0.72% +159,643 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 401,659 $1.95M <0.01% +3,225 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 270,077 $1.31M <0.01% +42,000 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 171,527 $834K 0.57% +72 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 163,574 $795K 0.01% +15,331 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 153,959 $748K <0.01% +69 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 114,570 $557K <0.01% +12,162 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 76,049 $370K <0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 67,390 $328K 0.01% -6,227 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 54,448 $268K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,823 $252K <0.01% -1,625 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 49,404 $240K 0.03% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 47,053 $229K 0.07% -420 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 46,918 $228K 0.04% +1,059 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 46,382 $225K 0.02% 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 45,294 $220K 0.01% -8,974 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 44,617 $217K 0.09% +5,240 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 42,366 $206K <0.01% -8,991 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,952 $204K 0.01% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 38,657 $188K 0.05% -6,505 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 38,236 $186K 0.14% +1,545 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/ 36,739 $179K <0.01% -3,191 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,454 $172K <0.01% +1,434 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,231 $162K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,056 $156K <0.01% -3,233 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,212 $152K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,124 $151K <0.01% +15,169 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 23,755 $115K 0.01% -11,575 13F-HR/A Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 23,000 $112K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,736 $110K <0.01% -1,250 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,651 $105K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,448 $104K <0.01% -2,362 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 16,916 $82.2K 0.06% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 16,200 $78.7K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,978 $77.7K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,219 $74K <0.01% -1,000 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 15,091 $73.3K <0.01% -1,382 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,350 $64.9K 0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,122 $63.8K <0.01% +113 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,665 $61.6K <0.01% -5,553 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,000 $59.1K <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 11,321 $55K <0.01% +121 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,437 $50.7K <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,275 $50.5K <0.01% new 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 10,373 $50.4K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,017 $48.7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,589 $41K <0.01% +8,581 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,000 $29.2K <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 4,254 $21K <0.01% 0 13F-HR/A Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 2,000 $9.72K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,923 $9.35K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 965 $4.69K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $2.43K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 280 $1K <0.01% -42 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $4 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.