SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 10,208,852 $50.4M 0.99% +766,863 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,237,474 $16M 11.31% +231,451 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,956,788 $9.67M 0.66% -420,646 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,468,362 $7.26M 0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,312,802 $6.49M <0.01% +61,918 13F-HR/A Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,012,610 $5M 1.17% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 986,994 $4.88M <0.01% +47,595 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 905,985 $4.48M 0.39% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 812,503 $4.01M <0.01% -4,432 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 667,324 $3.3M 0.54% -30,428 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 394,377 $1.95M 1.76% 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/ 360,738 $1.78M <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 211,764 $1.05M <0.01% -54,705 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 208,992 $1.03M 0.02% +34,639 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 164,791 $814K <0.01% +7,970 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 161,434 $797K 0.51% +1,866 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 142,839 $706K 0.35% -1,686 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 114,997 $568K 0.1% +7,297 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,533 $472K <0.01% -325 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 77,756 $384K <0.01% +45,900 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 75,670 $374K 0.05% +6,874 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 72,214 $366K 0.2% +26,900 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 64,953 $321K <0.01% +2,757 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/ 49,810 $246K <0.01% +7,795 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 44,344 $219K 0.05% +400 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 42,594 $210K 0.01% -2,700 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,952 $207K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 40,028 $198K 0.02% -8,976 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 35,429 $175K 0.1% +244 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,868 $167K <0.01% -2,541 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 33,727 $167K 0.05% -2,117 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,231 $164K 0.01% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 33,137 $164K 0.04% -1,400 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,886 $162K <0.01% -9,205 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,212 $154K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,526 $131K 0.01% -10,533 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,094 $129K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 25,372 $125K <0.01% +3,546 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 24,588 $121K <0.01% +1,588 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,336 $115K <0.01% +600 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,202 $99.8K <0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 18,725 $92.5K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,190 $84.9K <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 16,200 $80K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,832 $78.2K <0.01% +204 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,978 $78K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,349 $70.9K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,850 $68.4K <0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,350 $65.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,000 $60.8K <0.01% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,706 $54.3K 0.03% 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,339 $51.1K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,627 $47.6K <0.01% -3,080 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,230 $40.7K <0.01% -189 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,000 $29.6K <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 4,359 $22K <0.01% 0 13F-HR Timeline Group MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2,511 $12.4K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,008 $9.92K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 2,000 $9.88K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,000 $9.88K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,923 $9.5K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,061 $5.24K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 965 $4.77K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $2.47K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 273 $1.35K <0.01% new 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.