NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,693,088 $2.31B 0.27% -331,620 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,820,092 $1.25B 0.02% +1,390,374 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,353,053 $756M 0.17% +530,948 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,865,180 $257M 0.28% +846,370 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,794,635 $253M 0.74% +71,968 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,076,200 $205M 2.98% +407,357 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 2,538,162 $169M 3.05% +1,167,453 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,532,785 $169M 2.06% +112,656 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,011,519 $134M 0.16% +78,550 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,989,126 $133M 0.14% +128,962 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,795,805 $120M 0.01% +434,404 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,697,682 $114M 0.11% -441,788 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,713,680 $113M 0.3% +192,357 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,534,206 $102M +24,651 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,270,372 $84.6M 0.07% +166,339 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,067,113 $71.1M 0.53% +36,145 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 997,860 $66.5M 0.01% +314,625 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 843,484 $56.2M 0.01% +359,653 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 791,701 $52.7M <0.01% +75,564 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. 790,918 $52.7M 0.03% -19,784 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 781,673 $52.1M 0.97% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 748,875 $49.9M -91,520 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 688,085 $45.8M 1.59% -21,821 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 681,427 $45.4M 0.17% +11,560 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 678,892 $45.2M 0.01% +40,433 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 647,638 $43.1M 0.83% +69,986 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 646,117 $43M -164,703 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 616,881 $41M 0.05% +106,841 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 588,058 $39.2M 0.06% -40,169 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 569,157 $37.9M 0.11% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 568,474 $37.9M 0.01% +124,731 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 545,851 $36.8M <0.01% -1,164 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 548,632 $36.5M +6,481 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 526,102 $35M 0.11% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 465,286 $31M 0.17% +13,144 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 406,796 $27.1M 0.03% +85,963 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 372,227 $24.8M 0.06% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 370,342 $24.7M <0.01% +6,612 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 362,646 $24.2M 0.42% +31,175 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 356,717 $23.8M 0.42% -188 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 352,037 $23.4M 4.85% +3,078 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 351,727 $23.4M <0.01% -85,807 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 338,617 $22.6M 0.02% +164,111 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 335,509 $22.3M 2.93% +123,381 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 314,034 $20.9M 7.47% +17,834 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 313,477 $20.9M 2.24% +29,175 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 306,763 $20.4M 2.25% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 289,039 $19.3M <0.01% -32,457 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 254,931 $17M 1.02% +2,095 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 240,070 $16M 0.12% +10,288 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 238,377 $15.9M 0.37% -463 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 231,341 $15.4M 0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 226,937 $15.1M 0.01% +1,577 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 220,810 $14.7M 0.02% +11,570 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 192,881 $12.8M 0.79% +4,616 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 191,793 $12.8M 0.01% +8,667 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 182,915 $12.2M 0.6% +42,889 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 181,692 $12.1M 0.2% -399 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 181,668 $12.1M 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 170,841 $11.4M 0.01% +65,484 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 167,971 $11.2M 4.12% +148,175 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 165,568 $11M <0.01% +12,649 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 158,025 $10.6M 1.16% +12,235 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 142,596 $9.5M 0.03% +5,528 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 129,095 $8.6M 0.19% +3,525 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 128,052 $8.53M 0.47% +8,916 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 122,128 $8.13M 0.02% -2,612 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 121,465 $8.09M 0.05% +15,685 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 115,419 $7.69M 0.04% -27,878 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 112,902 $7.52M 2.46% +4,725 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 112,150 $7.47M 0.36% +600 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 108,668 $7.24M 0.07% +27,210 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 106,725 $7.11M 2.87% +29,868 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 106,665 $7.1M 4.82% +15,943 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 101,480 $6.76M 0.24% +52,420 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 100,573 $6.7M 3.38% +4,913 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 97,677 $6.51M +33,359 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 95,923 $6.39M 0.01% +1,357 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 94,771 $6.31M 0.22% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 92,656 $6.17M 0.2% +501 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 90,169 $6.01M 0.1% +26,873 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 87,564 $5.83M 0.05% +48,721 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 86,082 $5.77M <0.01% -39,629 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 85,411 $5.69M 0.1% +3,660 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 84,547 $5.63M 2.11% +7,328 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 84,100 $5.6M 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 77,672 $5.17M 0.02% +24,044 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,746 $4.98M 0.02% +3,166 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 73,095 $4.87M 0.06% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 69,430 $4.62M 0.18% -10,161 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 69,272 $4.61M 0.09% -274 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 66,382 $4.42M 0.04% +5,822 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 65,991 $4.4M 0.82% +6,023 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 66,000 $4.39M 0.25% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 64,904 $4.32M 1.64% -9,796 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 64,654 $4.31M <0.01% -7,935 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 62,282 $4.2M <0.01% -11,050 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 62,966 $4.19M 0.07% -12,837 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 60,905 $4.06M <0.01% +17,314 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 60,289 $4.05M 0.06% -890 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 59,049 $3.93M 0.15% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 57,396 $3.82M 0.02% -7,588 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 57,280 $3.81M 3.61% +1,670 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 56,838 $3.79M <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 56,684 $3.78M 0.11% +11,156 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 52,266 $3.48M 0.22% +5,932 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 51,983 $3.46M 0.09% -53,406 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,958 $3.34M 0.01% +3,650 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 49,160 $3.27M 0.34% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 47,494 $3.16M 0.13% +926 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 46,037 $3.07M 0.65% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $3.06M 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,999 $2.93M 0.05% +1,733 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 43,973 $2.93M 0.78% +1,717 13F-HR Timeline CX Institutional More: the full row for CX Institutional 43,925 $2.92M 0.08% +444 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 43,444 $2.89M 0.01% -18,772 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 43,346 $2.89M 0.66% -1,166 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 42,818 $2.85M 0.09% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,260 $2.81M 0.03% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,828 $2.79M 0.01% +341 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,032 $2.73M 0.05% +3,922 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,815 $2.72M <0.01% +2,379 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 40,000 $2.66M <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,448 $2.56M <0.01% +460 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,745 $2.54M <0.01% +5,846 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 37,772 $2.52M 0.06% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 37,598 $2.5M 0.86% +37,589 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,433 $2.49M <0.01% +5,532 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 37,432 $2.49M 0.2% -819 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 35,755 $2.38M 0.03% -4,229 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $2.36M 0.21% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 32,096 $2.15M 0.31% +7,273 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 31,703 $2.11M 0.01% +13,744 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 31,626 $2.11M <0.01% -2,300 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,826 $2.05M <0.01% -667 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 30,648 $2.05M 0.01% -47,133 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 30,519 $2.03M 0.04% +15,759 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,303 $2.02M 0.29% +19,907 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,768 $1.98M <0.01% -18,043 13F-HR/A Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 29,267 $1.95M 1.42% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,129 $1.94M <0.01% +7,948 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,778 $1.85M 0.03% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,603 $1.85M <0.01% -519 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 27,725 $1.85M 0.01% +7,807 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 26,376 $1.76M 0.03% +1,750 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,351 $1.75M 0.06% -10,803 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,108 $1.74M 1.18% +999 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 26,098 $1.74M 0.12% -2,309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 25,936 $1.73M 0.19% +10,910 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 25,801 $1.72M 0.53% +439 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 25,100 $1.67M 0.2% +409 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 23,960 $1.6M 0.51% +1,580 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 24,167 $1.59M 0.54% +10,815 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 23,565 $1.57M 0.08% -1,274 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,478 $1.5M 0.03% -403 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,925 $1.46M 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,793 $1.45M 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,543 $1.43M 0.01% -586 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 21,356 $1.42M 0.18% +1,601 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 21,258 $1.42M <0.01% +12,368 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20,985 $1.4M 0.14% +118 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 20,000 $1.33M 0.32% +2,250 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 19,849 $1.33M 0.04% +1,192 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 19,584 $1.3M 0.24% +577 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 19,278 $1.28M 0.63% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 18,867 $1.26M 0.73% -110 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 18,448 $1.23M <0.01% new 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 18,426 $1.23M 0.06% new 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 18,390 $1.22M 0.43% -190,858 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,945 $1.2M 0.27% +2,815 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,877 $1.19M 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,847 $1.19M 0.04% +1,965 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 17,688 $1.18M 0.12% 0 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 17,500 $1.17M 0.09% -5 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 17,378 $1.16M 0.55% -508 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 17,173 $1.14M 0.01% +2,887 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 16,565 $1.1M 0.38% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,297 $1.09M 0.01% -39,364 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,952 $1.06M <0.01% -29,812 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,917 $1.06M 0.02% +4,057 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 15,566 $1.04M 0.03% +1,220 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,274 $1.02M 0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 15,264 $1.02M 0.01% +380 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,818 $987K 0.4% +35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,634 $975K 0.01% -27,176 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,186 $945K <0.01% +983 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,795 $919K 0.28% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,621 $907K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,499 $832K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,479 $831K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,380 $825K 0.15% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,293 $819K <0.01% +683 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,660 $777K 0.08% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,320 $754K 0.15% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,258 $750K <0.01% 0 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,228 $748K 0.47% +900 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,173 $744K 0.06% -81 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,781 $718K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,616 $710K -7,275 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 10,405 $693K 0.06% 0 13F-HR Timeline