NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,989,804 $2.04B 0.28% +3,263,217 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,124,810 $131M 7.62% +15,199 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,855,005 $115M -116,975 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 271,415 $16.8M 1.58% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 232,812 $14.4M <0.01% +67,204 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 227,280 $14.1M <0.01% +15,801 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 162,215 $10M 0.35% -178,668 13F-HR/A Timeline United Bank More: the full row for United Bank 139,469 $8.63M 3.3% -13,025 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 137,263 $8.32M 1.48% +6,037 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 121,541 $7.52M 0.52% -2,419 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 117,628 $7.28M 3.13% -419 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,788 $5.24M 0.01% -16,855 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 80,228 $4.96M 1.41% -302 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 72,084 $4.46M 0.21% -17,624 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 68,877 $4.26M <0.01% +58,264 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 58,713 $3.63M 1.18% +411 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 56,308 $3.48M 0.35% +1,204 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,756 $3.08M 0.01% +16,477 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 49,534 $3.07M <0.01% -856 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 44,343 $2.74M 0.9% -195 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 43,186 $2.67M 0.09% +13,667 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 38,082 $2.36M 0.34% +2,065 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/ 34,582 $2.14M <0.01% +3,661 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 33,521 $2.07M <0.01% +1 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 32,933 $2.04M 0.11% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 32,679 $2.02M 1.4% +1,684 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 21,984 $1.36M 0.16% +63 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,085 $1.18M 0.03% -702 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 16,821 $1.04M 0.13% +4,288 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,784 $977K 0.02% -2,562 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,736 $974K 0.12% +2,813 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,235 $943K <0.01% new 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,603 $780K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,728 $726K 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,201 $693K <0.01% -151 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,738 $665K <0.01% -413 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,495 $649K 0.01% +4,190 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 10,417 $645K 0.73% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,275 $636K <0.01% +2,122 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,879 $611K 0.02% 0 13F-HR/A Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,550 $591K 0.3% -315 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,523 $589K 0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,677 $537K 0.38% +587 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,198 $384K 0.01% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,187 $383K 0.31% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,136 $380K 0.01% -1,345 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,000 $371K 0.03% 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 5,888 $364K <0.01% -7,020 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,215 $323K 0.29% -2,921 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,170 $320K 0.05% -160 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,165 $320K 0.01% +139 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,949 $306K <0.01% -1,055 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,769 $295K 0.02% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,243 $263K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,210 $261K 0.16% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,201 $260K 0.03% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,046 $250K 0.08% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,998 $247K <0.01% +3,619 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,856 $239K <0.01% +1,136 13F-HR/A Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 3,666 $227K 0.05% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,474 $215K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,430 $212K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,313 $203K 0.02% +3,167 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,255 $201K <0.01% +947 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 3,237 $200K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,102 $192K <0.01% -2,440 13F-HR/A Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,996 $185K 0.14% -24 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,258 $140K <0.01% +296 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,234 $138K <0.01% -2,322 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,067 $128K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,979 $122K <0.01% -35 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,953 $121K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,725 $107K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,698 $105K <0.01% -173 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,549 $95.9K <0.01% +348 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,495 $92.5K <0.01% -1,679 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 1,459 $90.3K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,201 $74.3K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,001 $61.9K 0.03% +319 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 823 $50.9K <0.01% -4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 751 $46.5K 0.01% -150 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 741 $45.9K 0.01% -5 13F-HR Timeline CNB Bank More: the full row for CNB Bank 725 $44.9K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 567 $35.1K 0.03% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 539 $33.4K <0.01% +65 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 532 $32.6K <0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 526 $32.5K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 485 $30K <0.01% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 432 $26.7K <0.01% -75 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 420 $26K <0.01% +51 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 406 $25.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 360 $22.3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 249 $15.4K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 225 $13.9K <0.01% -1,200 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 211 $13.1K 0.01% +59 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 159 $9.84K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 139 $8.6K <0.01% -5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 122 $7.55K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119 $7.36K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 109 $6.75K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 105 $6.5K <0.01% -65 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 92 $5.69K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 85 $5.26K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 75 $4.64K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 70 $4.34K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $4.19K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 67 $4.14K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 66 $4.08K <0.01% -48 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65 $4.05K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 54 $3.33K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41 $2.54K <0.01% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 36 $2K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 23 $1.42K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 11 $681 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7 $438 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4 $259 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $248 <0.01% new 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.