NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,024,708 $2.35B 0.31% +310,454 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,429,718 $1.17B 0.02% -842,326 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,822,105 $725M 0.19% +1,034,788 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,722,667 $249M 0.99% +43,952 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,018,810 $202M 0.25% +594,076 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,668,843 $179M 2.89% +1,224,062 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,420,129 $162M 2.26% +44,619 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,139,470 $142M 0.15% +326,300 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,932,969 $130M 0.17% -175,640 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,860,164 $125M 0.15% +118,140 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,521,323 $102M 0.3% +885,651 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,509,555 $101M +136,514 Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 1,370,709 $91.8M 2.42% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,361,401 $91.2M 0.01% +341,222 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,104,033 $74M 0.06% -214,138 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,030,968 $69.1M 0.52% +32,823 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 840,395 $56.3M +264,334 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 810,820 $54.3M -90,109 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 810,702 $54.3M 0.03% -89,380 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 781,673 $52.4M 1.04% -52,484 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/ 716,137 $48M <0.01% +40,225 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 709,906 $47.6M 1.85% +32,685 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 683,235 $45.8M 0.01% +388,909 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 669,867 $44.9M 0.25% +41,977 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 638,459 $42.8M 0.01% +1,386 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 628,227 $42.1M 0.07% -103,986 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 577,652 $38.7M 0.84% +241,326 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 547,015 $36.4M <0.01% +109,762 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 542,151 $36.3M +27,930 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 526,102 $35.2M 0.17% +29,910 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 510,040 $34.2M 0.05% 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 483,831 $32.4M <0.01% -261,881 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 452,142 $30.3M 0.24% -1,106 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 443,743 $29.7M 0.01% +30,946 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 437,534 $29.3M <0.01% -6,866 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 363,730 $24.4M <0.01% +197,730 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 356,905 $23.9M 0.45% +4,849 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 348,959 $23.4M 5.29% +17,319 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 331,471 $22.2M 0.48% +124,294 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 321,496 $21.5M <0.01% +80,910 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 320,833 $21.5M 0.03% +47,288 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 296,200 $19.8M 8.61% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 284,302 $19M 2.45% +46,783 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 252,836 $16.9M 1.14% +2,437 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 238,840 $16M 0.42% -1,953 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 229,782 $15.4M 0.13% +34,922 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 225,360 $15.1M 0.01% -1,327 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 212,128 $14.2M 2.06% +1,935 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 209,248 $14M 5.6% +22,617 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 209,240 $14M 0.02% -10,111 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 188,265 $12.6M 0.92% +13,178 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 182,091 $12.5M 0.22% +14,178 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 183,126 $12.3M 0.01% +46,398 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 174,506 $11.7M 0.01% +10,882 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 152,919 $10.2M <0.01% +87,887 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 145,790 $9.69M 1.28% +6,905 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 143,297 $9.6M 0.05% +1,427 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 140,026 $9.38M 0.51% +29,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 137,068 $9.18M 0.03% +5,252 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 125,570 $8.41M 0.2% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 124,740 $8.36M 0.02% -8,785 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 119,136 $7.98M 0.52% +2,145 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 125,711 $7.71M <0.01% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 111,550 $7.47M 0.4% -458 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 108,177 $7.25M 2.62% +1,584 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 105,389 $7.06M 0.17% -173,653 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 105,357 $7.06M <0.01% +27,467 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 105,780 $6.5M 0.04% +1,198 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 95,660 $6.41M 3.48% +4,418 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 94,566 $6.34M 0.01% +5,282 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 92,155 $6.17M 0.22% -2,493 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 90,722 $6.08M 4.76% -7,322 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 84,100 $5.63M 0.06% -760 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 81,751 $5.49M 0.12% -309 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 81,458 $5.46M 0.06% +38,187 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 79,795 $5.35M 0.01% +8,018 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 79,591 $5.33M 0.24% +2,213 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 77,781 $5.19M 0.04% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 77,219 $5.17M 2.14% +1,742 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 76,857 $5.15M 2.26% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 75,803 $5.08M 0.08% +20,995 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 74,700 $5M 2.18% +734 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 73,332 $4.87M <0.01% -48,817 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 72,589 $4.86M 0.01% +5,000 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,580 $4.8M 0.04% +13,498 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 69,546 $4.66M 0.11% +1,073 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 64,984 $4.35M 0.04% -58,571 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 64,318 $4.31M 0.02% -5,383 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 63,296 $4.24M 0.09% +30,960 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 62,216 $4.17M 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 61,179 $4.13M 0.06% -1,261 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 60,560 $4.06M 0.04% -6,307 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 59,968 $4.02M 0.81% +2,695 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 59,049 $3.96M 0.17% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 55,661 $3.73M 0.04% -8,243 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 55,610 $3.72M 3.68% +2,205 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 53,628 $3.59M 0.02% +38,055 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 52,196 $3.5M 0.11% -221,905 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 49,060 $3.29M 0.18% +25,055 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 47,811 $3.2M <0.01% -2,479 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 46,568 $3.12M 0.14% -100 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 46,334 $3.1M 0.3% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,308 $3.1M 0.02% +11,836 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $3.08M 0.07% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,528 $3.07M 0.09% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 45,764 $3.07M 0.01% -7,582 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 44,512 $2.98M 0.78% -419 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 43,591 $2.92M <0.01% -2,392 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 43,481 $2.91M 0.09% -67,839 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 42,266 $2.83M 0.05% -2,724 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 42,256 $2.83M 0.84% +18,466 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 41,810 $2.8M 0.04% -55,482 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,487 $2.78M 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,984 $2.68M 0.03% +3,190 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,843 $2.61M 0.02% +2,038 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,436 $2.58M <0.01% +107 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 38,251 $2.56M 0.23% -353 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 37,772 $2.53M 0.06% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,988 $2.52M <0.01% +6,888 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,154 $2.49M 0.09% +28,073 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 37,110 $2.49M 0.05% +16,573 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $2.38M 0.24% 0 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. 33,926 $2.27M 0.01% +1,400 13F-HR/A Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 32,218 $2.16M 1.13% -10,170 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,901 $2.14M <0.01% +4,487 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,899 $2.12M <0.01% +3,029 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,493 $2.11M 0.01% -13,996 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,122 $1.9M <0.01% -1,005 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 28,407 $1.9M 0.14% -141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,654 $1.85M <0.01% -39,658 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 24,823 $1.71M 0.26% +7,080 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 25,362 $1.7M 0.57% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 25,109 $1.68M 1.28% +2,438 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 24,691 $1.68M 0.21% -302 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 24,839 $1.66M 0.09% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,626 $1.65M 0.03% -870 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,881 $1.53M 0.03% +1,484 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 22,380 $1.5M 0.55% +6,796 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,129 $1.48M 0.01% -599 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 21,661 $1.44M 0.85% -4,249 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,181 $1.42M <0.01% -1,476 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20,867 $1.4M 0.16% -83 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19,918 $1.33M 0.01% +6,900 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 19,796 $1.33M 0.34% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 19,755 $1.32M 0.19% +5,155 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 19,007 $1.27M 0.24% +791 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 18,977 $1.27M 0.82% +25 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 18,657 $1.25M 0.05% +8,112 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,959 $1.2M 0.01% new 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 17,886 $1.2M 0.64% -14,238 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,891 $1.19M -3,260 Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 17,750 $1.19M 0.33% 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 $1.19M 0.12% 0 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 17,505 $1.17M 0.11% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 17,498 $1.17M 0.01% new 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 16,791 $1.12M 0.86% +13,019 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 16,565 $1.11M 0.44% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,882 $1.06M 0.06% +1,761 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 15,130 $1.01M 0.26% +1,800 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,884 $997K 0.03% +11,026 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,858 $996K 0.01% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,783 $990K 0.48% +14 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,760 $989K 0.02% -14,158 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 14,346 $961K 0.03% -1,678 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,286 $957K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,867 $929K 0.01% -20,556 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,795 $924K 0.31% -376 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 15,026 $922K 0.08% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,662 $915K 0.01% +895 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 13,352 $898K 0.33% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,203 $885K <0.01% -17,808 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,499 $837K 0.03% -118 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,479 $836K 0.01% +169 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,380 $829K 0.17% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,074 $809K 0.05% -1,409 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,860 $795K 0.02% -199 13F-HR Timeline Group OARSMAN CAPITAL, INC. 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