NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,714,254 $2.13B 0.27% +2,444,499 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,272,044 $1.12B 0.02% +164,733 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,787,317 $601M 0.16% +320,532 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,678,715 $226M 0.87% +80,628 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,424,734 $149M 0.17% +456,436 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,375,510 $146M 2.05% -3,651 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,108,609 $129M 0.16% -14,170 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,813,170 $112M 0.11% +751,250 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,742,024 $107M 0.13% +128,478 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,444,781 $88.7M 1.5% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,373,041 $84.2M +20,404 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,318,171 $80.9M 0.07% -243,175 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,170,828 $71.8M 0.09% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,020,179 $62.6M <0.01% +132,655 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 998,145 $61.2M 0.46% +21,409 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 900,929 $55.3M -35,136 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 900,082 $55.2M 0.03% -26,090 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 834,157 $51.2M 1.09% +168,178 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 745,712 $45.8M 0.01% +60,707 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 732,213 $44.9M 0.09% -56,670 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 677,221 $41.6M 1.64% +44,068 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/ 675,912 $41.5M <0.01% -36,766 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 637,073 $39.1M 0.01% +99,212 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 635,672 $39M 0.24% +93,520 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 627,890 $38.5M 0.22% +40,633 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 576,061 $35.3M -122,685 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 514,221 $31.6M 0.01% +54,940 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 496,192 $30.4M 0.13% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 453,248 $27.8M 0.22% +23,806 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 444,400 $27.3M <0.01% +125,896 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 437,253 $26.8M <0.01% +66,449 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 420,094 $25.8M 0.04% +214,428 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 412,797 $25.3M 0.01% +37,863 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 352,056 $21.6M 0.39% +3,811 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 340,794 $20.9M 0.03% +261,801 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 336,326 $20.6M 0.43% +304,255 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 331,640 $20.3M 8.61% +16,502 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 296,200 $18.2M 8.13% 0 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 294,326 $18.1M <0.01% +3,843 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 279,042 $17.1M 0.66% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 274,101 $16.8M 0.55% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 273,545 $16.8M 0.02% +186,677 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 250,399 $15.4M 1.06% +51,217 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 240,793 $14.8M 0.41% -1,650 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 240,586 $14.8M <0.01% +16,013 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 237,519 $14.6M 1.99% +34,662 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 226,687 $13.9M 0.01% -55,862 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 219,351 $13.5M 0.02% +76,695 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 210,193 $12.9M 1.82% +105,253 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 207,177 $12.7M 0.28% +169,667 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 204,099 $12.5M 0.01% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 194,860 $12M 0.1% +10,161 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 186,631 $11.5M 4.6% +4,850 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 175,087 $10.7M 0.8% +7,405 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 167,913 $10.3M 0.19% -9,025 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 166,000 $10.2M <0.01% +6,755 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 163,624 $10M 0.01% +7,562 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 147,962 $9.08M 0.53% +1,093 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 141,870 $8.71M 0.05% +4,999 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 138,885 $8.56M 1.15% +9,807 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 136,728 $8.39M 0.01% +150 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 133,525 $8.19M 0.02% -7,493 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 131,816 $8.09M 0.03% +1,226 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 123,555 $7.58M 0.06% +7,535 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 122,149 $7.54M 0.01% +118,749 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 116,991 $7.18M 0.48% +3,865 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 112,008 $6.87M 0.37% +679 13F-HR Timeline CX Institutional More: the full row for CX Institutional 111,320 $6.83M 0.2% +6,490 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 111,026 $6.81M 0.39% +14,102 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 106,593 $6.54M 2.3% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 104,582 $6.42M 0.04% +11,028 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 98,044 $6.02M 5.95% +25,620 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 97,292 $5.97M 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 94,648 $5.81M 0.22% +9,002 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 91,242 $5.6M 3.16% +3,380 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 89,284 $5.48M 0.01% +6,123 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 84,860 $5.21M 0.07% +916 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 82,060 $5.03M 0.1% 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77,890 $4.78M <0.01% +21,794 13F-HR/A Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 77,378 $4.75M 0.21% +4,346 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 75,477 $4.63M 1.86% -3,357 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 73,966 $4.54M 1.99% +8,850 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 71,777 $4.4M 0.01% +69,562 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 69,701 $4.28M 0.02% -21 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 68,476 $4.2M 0.14% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 68,473 $4.2M 0.09% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 67,589 $4.16M <0.01% -3,015 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 67,312 $4.13M 0.01% +37,124 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 66,867 $4.1M 0.05% +16,797 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 65,032 $3.99M <0.01% +390 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 64,765 $3.97M 0.17% +5,852 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 64,224 $3.94M 0.83% -12,317 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 63,904 $3.92M 0.04% +6,754 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 62,440 $3.83M 0.08% new 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 61,230 $3.76M 0.02% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 59,049 $3.62M 0.16% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 58,082 $3.56M 0.04% -2,343 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 57,273 $3.51M 1.24% -7,298 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 56,989 $3.5M 0.01% +3,437 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 54,808 $3.36M 0.06% +5,058 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 53,405 $3.28M 3.21% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53,346 $3.27M 0.01% -1,289,935 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 50,290 $3.08M <0.01% +2,221 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 46,668 $2.86M 0.12% +534 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 46,334 $2.84M 0.27% +745 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 45,983 $2.82M <0.01% -328 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $2.82M 0.06% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,489 $2.79M 0.01% -8,636 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,990 $2.76M 0.05% +4,147 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 44,931 $2.76M 0.73% -1,161 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 43,271 $2.66M 0.03% +13,036 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 42,388 $2.6M 1.31% +1,836 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,487 $2.55M 0.01% +2,117 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 38,604 $2.37M 0.21% -1 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,329 $2.35M <0.01% +4,228 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 34,472 $2.33M 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 37,772 $2.32M 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,805 $2.26M 0.02% +12,308 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 36,794 $2.26M 0.03% +12,780 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $2.18M 0.21% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 34,423 $2.11M 0.02% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 32,526 $2M 0.01% -1,000 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 32,336 $1.98M 0.04% -2,374 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 32,124 $1.97M 1.06% -9,132 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,100 $1.91M <0.01% +709 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,011 $1.9M <0.01% -713 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 30,451 $1.87M <0.01% +28,822 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,127 $1.8M <0.01% +1,418 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 28,918 $1.77M 0.04% +12,973 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,870 $1.77M <0.01% +5,376 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 28,548 $1.75M 0.12% -343 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,414 $1.68M <0.01% -247,012 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,425 $1.62M 0.03% -2,683 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 25,910 $1.59M 1.18% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,496 $1.56M 0.03% +87 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 24,993 $1.53M 0.2% +1,825 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 24,005 $1.47M 0.1% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 23,790 $1.46M 0.45% +362 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 22,671 $1.39M 1.12% +5,632 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,728 $1.39M 0.01% +29 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,657 $1.39M <0.01% +2,818 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,397 $1.31M 0.03% +18,206 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 21,151 $1.31M +10,129 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20,950 $1.29M 0.15% -135 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,537 $1.26M 0.03% +1,834 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,453 $1.26M -60,950 Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 18,952 $1.16M 0.75% +2,772 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 18,216 $1.12M 0.22% +797 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,743 $1.1M 0.17% +10,360 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 17,750 $1.09M 0.26% 0 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 17,688 $1.09M 0.12% -5,663 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 16,565 $1.02M 0.38% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 16,024 $983K 0.03% +543 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,584 $956K 0.35% +633 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,573 $956K <0.01% -19,363 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 15,026 $922K +6,859 Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,769 $906K 0.42% +61 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,600 $896K 0.12% +2,685 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 14,171 $870K 0.28% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,121 $866K 0.05% +1,714 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,483 $827K 0.05% -116 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,330 $818K 0.21% +520 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 13,018 $799K <0.01% 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,767 $783K 0.01% -23 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,617 $774K 0.03% -123 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,380 $760K 0.16% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,310 $755K 0.01% +924 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,200 $749K 0.07% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,077 $741K 0.1% +2,598 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,066 $741K <0.01% +750 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,059 $740K 0.01% +198 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,451 $703K <0.01% +9,859 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,320 $695K 0.16% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,783 $662K 0.06% +524 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,781 $662K 0.02% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 10,770 $661K 0.37% +798 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,723 $658K 0.01% -8,064 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,546 $647K <0.01% -370 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,536 $646K 0.01% +71 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 10,396 $638K 0.08% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,328 $634K 0.44% +470 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,060 $617K <0.01% +59 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,020 $615K 0.04% +420 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,849 $604K 0.06% -49 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 9,613 $590K 0.47% +28 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,470 $581K 0.01% +235 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,406 $577K 0.09% +158 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,368 $575K 0.34% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 9,307 $571K 0.05% +134 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,273 $569K 0.01% +1,046 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,265 $568K 0.01% -16,027 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,081 $557K 0.03% +3,451 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 8,975 $551K 0.34% -38 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,888 $549K 0.02% +2,615 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,702 $534K 0.11% +1,056 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,692 $533K <0.01% -871 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,686 $533K 0.02% +755 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,593 $527K 0.16% -210 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,482 $520K 0.25% +185 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,431 $517K 0.01% -1,072 13F-HR Timeline