NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,988,627 $324M 0.05% +673,445 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,229,133 $55.6M 0.22% +56,051 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,924,461 $48M 0.01% +44,507 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 692,698 $17.3M <0.01% +25,539 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 605,553 $15.1M <0.01% +14,126 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 555,032 $13.8M <0.01% +48,313 13F-HR Timeline Group 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 400,359 $9.98M <0.01% +69,983 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 339,142 $8.45M 0.05% +32,712 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 193,092 $4.81M 0.08% -13,791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Planning in group Creative Planning More: the full row for Creative Planning 189,668 $4.73M <0.01% +10,947 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/ 151,438 $3.78M <0.01% +102,147 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 139,331 $3.53M 0.02% -6,035 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 105,078 $2.62M <0.01% +40,836 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 94,871 $2.37M 1.78% +10,116 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,403 $2.33M <0.01% +1,408 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,338 $2.18M 0.01% +14,276 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 68,405 $1.71M 0.02% -6,082 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 62,706 $1.56M <0.01% -2,068 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 53,235 $1.33M <0.01% +6,257 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 51,956 $1.3M <0.01% -1,032 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 51,892 $1.29M 0.01% +163 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 46,335 $1.16M 0.6% +203 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 41,492 $1.04M <0.01% +3,918 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 37,329 $931K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,524 $836K <0.01% +8,260 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 30,772 $767K 0.24% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 28,887 $720K 0.37% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,141 $452K 0.04% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,695 $441K <0.01% +1,300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,107 $426K <0.01% +2,334 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 16,618 $414K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,679 $391K <0.01% +2,701 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 15,264 $381K 0.23% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 14,996 $374K 0.49% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,849 $370K 0.03% -4,636 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 14,553 $363K 0.15% -11,596 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 14,263 $356K 0.09% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,810 $344K <0.01% +2,142 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,521 $337K <0.01% -13,074 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,169 $328K <0.01% -24,687 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,745 $318K 0.02% -1,040 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,325 $307K <0.01% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,110 $302K <0.01% -3,729 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,113 $302K 0.09% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,478 $286K <0.01% -1,553 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,755 $268K 0.23% +76 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,687 $266K 0.15% +1,550 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,379 $259K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,841 $245K <0.01% -286,640 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,854 $221K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,146 $178K <0.01% +3,300 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,000 $150K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,277 $132K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,775 $119K <0.01% -955 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,925 $72K 0.01% +2,923 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,563 $63.9K <0.01% +2,063 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,679 $41.9K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,272 $31.7K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,026 $25.6K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 511 $12.7K <0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 271 $6.76K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 201 $5.02K <0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 201 $5.01K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 200 $5.01K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 165 $4.11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 163 $4.06K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 163 $4K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 130 $3.02K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45 $1.12K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.