SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 18,951,319 $85.1M 1.73% +8,742,467 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 4,480,723 $20.1M 13.64% +1,243,249 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,609,048 $11.7M 0.84% +652,260 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,434,597 $10.9M 0.01% +966,235 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,408,383 $6.32M 0.05% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,362,075 $6.12M <0.01% +49,273 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,347,288 $6.05M 1.04% +334,678 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,150,017 $5.16M <0.01% +163,023 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,030,526 $4.63M 0.41% +124,541 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 791,474 $3.55M <0.01% -21,029 13F-HR/A Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 738,114 $3.31M 1.65% +665,900 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 395,019 $1.77M 1.61% +642 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 $1.77M <0.01% +33,767 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 290,073 $1.3M 0.03% +81,081 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 236,732 $1.06M 0.54% +93,893 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 206,366 $927K <0.01% -5,398 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 165,778 $744K 0.39% +4,344 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 160,392 $720K <0.01% -4,399 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 147,982 $664K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,451 $420K <0.01% +28,498 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 91,306 $410K <0.01% new 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 81,271 $365K 0.05% +5,601 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 75,508 $339K <0.01% -20,025 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 72,899 $327K <0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 59,805 $269K 0.07% +15,461 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 50,245 $226K 0.02% +14,816 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,339 $190K <0.01% -35,417 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 41,952 $188K 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 $182K <0.01% -2,000 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 40,028 $180K 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,262 $158K <0.01% +1,394 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 34,395 $154K <0.01% +1,509 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,231 $149K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,212 $140K 0.01% 0 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 Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 25,075 $113K 0.03% -8,062 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,588 $110K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,926 $107K <0.01% -1,446 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,585 $106K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,336 $105K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,187 $99K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,600 $97K <0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,202 $90.7K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,190 $77.2K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,625 $74.6K <0.01% -2,100 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 15,286 $74.6K 0.04% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,452 $73.9K <0.01% -9,642 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,190 $72.7K <0.01% +358 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,850 $62.2K <0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,350 $59.9K <0.01% 0 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/ 13,274 $59.6K <0.01% -36,536 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,770 $48.4K <0.01% new 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,706 $48.1K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,339 $46.4K <0.01% 0 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 $43.2K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,000 $35.9K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,839 $35.2K <0.01% -391 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,210 $23.7K <0.01% -10,768 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,000 $22.8K <0.01% -7,000 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,359 $20K <0.01% 0 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 3,258 $14.6K <0.01% +1,258 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 Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,008 $9.04K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,923 $8.63K <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 $7.54K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,061 $4.76K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 965 $4.33K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 521 $2.34K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $2.25K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 300 $1.35K <0.01% -1,700 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/A Timeline Group Amount filed as zero, left out of ratios.