NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,670,733 $2.09B 0.24% -616,320 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,350,358 $151M 7.34% +46,140 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,108,472 $135M -40,073 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 337,063 $21.6M <0.01% +4,658 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 271,415 $17.4M 0.86% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 199,065 $12.8M <0.01% +7,513 13F-HR Timeline Group United Bank More: the full row for United Bank 190,983 $12.2M 3.72% +7,205 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/ 141,025 $9.04M <0.01% +15,805 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 109,039 $6.99M 0.46% -4,666 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 105,302 $6.89M 1.46% +2,247 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 107,515 $6.82M 2.31% -10,081 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 84,421 $5.41M 1.24% +802 13F-HR Timeline CX Institutional More: the full row for CX Institutional 77,820 $4.99M 0.14% -1,903 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 77,390 $4.96M <0.01% -67,485 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 66,138 $4.24M 1.07% +2,450 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,513 $3.82M 0.01% +13,498 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 52,230 $3.4M 0.92% -188 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 50,362 $3.23M 0.01% new 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,336 $3.1M 0.09% +2,866 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 43,193 $2.83M 1.05% +4,263 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 42,915 $2.75M 0.22% -1,953 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 40,317 $2.59M 0.3% +376 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,043 $2.57M <0.01% +1,638 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,594 $2.46M <0.01% -1,716 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 37,809 $2.42M 0.12% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 34,598 $2.22M <0.01% -11,834 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 28,073 $1.8M <0.01% +2,226 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 26,084 $1.67M 0.08% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 24,873 $1.59M 0.15% +1,234 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 23,340 $1.5M <0.01% -2,526 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 20,918 $1.34M -225 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,302 $1.33M 0.03% -195 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,040 $1.09M 0.15% +42 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,783 $1.01M 0.07% +711 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,898 $955K 0.04% +304 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,043 $900K <0.01% +8,442 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,555 $805K <0.01% +981 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,327 $790K <0.01% +11,886 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,292 $788K 0.01% -311 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 12,099 $776K 0.11% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11,340 $727K 0.07% -575 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,068 $710K 0.01% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,300 $660K 0.26% +410 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,879 $633K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,665 $620K <0.01% +6,720 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,623 $617K 0.55% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,523 $614K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,172 $593K <0.01% +8,395 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. 8,393 $538K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,786 $499K <0.01% +71 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,710 $494K 0.09% -3,428 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,199 $462K 0.17% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,080 $454K <0.01% -428 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 11,116 $454K 0.39% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,060 $453K <0.01% +327 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,001 $449K 0.01% -356 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 6,878 $441K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,610 $428K 0.01% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,414 $411K 0.22% -271 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,000 $385K 0.02% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,605 $359K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,515 $354K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,275 $338K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,275 $338K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,234 $336K 0.01% +68 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,095 $327K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,893 $314K -4,893 Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,421 $283K 0.19% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,278 $274K 0.06% +1,200 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,201 $269K 0.03% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,150 $266K 0.13% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,119 $264K <0.01% +1,591 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,092 $262K <0.01% +134 13F-HR/A Timeline Group White Wing Wealth Management More: the full row for White Wing Wealth Management 3,938 $253K 0.13% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,833 $246K <0.01% -1,170 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,799 $244K <0.01% +1,248 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,781 $242K <0.01% +202 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,717 $238K 0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,667 $235K 0.02% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,666 $235K 0.04% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,633 $233K 0.02% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,430 $224K 0.01% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,470 $222K 0.03% -773 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,413 $219K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,299 $212K 0.01% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,265 $209K 0.18% -1,435 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,226 $207K 0.08% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,194 $205K 0.01% -211 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,155 $202K <0.01% -2,296 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,131 $201K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,130 $201K 0.02% -275 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,099 $199K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,549 $163K <0.01% +61 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,083 $134K <0.01% -1,745 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,005 $129K <0.01% -858 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,950 $125K <0.01% -3,274 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,911 $123K 0.09% -95 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,870 $120K 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,537 $98.6K <0.01% +152 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,508 $96.7K <0.01% -60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,422 $91.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,380 $87.5K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,349 $86.5K 0.01% +223 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,213 $77.8K <0.01% -1,453 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,065 $68.3K <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,053 $67.5K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 861 $55.2K <0.01% -5,275 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 853 $54.7K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 741 $47.5K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 725 $46.5K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 725 $46.5K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 692 $44.4K 0.02% -309 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 651 $41.7K <0.01% -85 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 630 $40.4K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 509 $32.6K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 500 $32.4K <0.01% -395 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 502 $32.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 452 $29K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 410 $26.3K <0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 380 $24.4K <0.01% +62 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 362 $23.2K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 358 $23K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 350 $22.4K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 342 $21.9K <0.01% 0 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 264 $16.9K <0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 245 $15.7K <0.01% -182 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 204 $13.1K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 171 $11K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 134 $8.59K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 125 $8.21K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119 $7.63K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 117 $7.5K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 114 $7.31K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 112 $7.16K <0.01% new 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 95 $6.09K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 91 $5.83K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 90 $5.77K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 72 $4.61K <0.01% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65 $4.19K <0.01% -330 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 65 $4.17K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 60 $3.84K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $17 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.