NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,667,675 $2.16B 0.28% +633,192 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,290,009 $139M 7.38% +136,444 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,838,935 $111M -29,163 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 271,415 $16.4M 1.03% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 260,140 $15.7M <0.01% +12,030 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 243,545 $14.7M <0.01% -20,533 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 182,381 $11M 0.33% +11,391 13F-HR Timeline United Bank More: the full row for United Bank 169,510 $10.3M 3.48% +11,387 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 144,967 $8.75M 1.29% +4,729 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/ 130,063 $7.87M <0.01% +14,850 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 123,110 $7.45M 2.97% +3,018 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 117,760 $7.12M 0.47% -2,856 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 82,289 $4.98M 1.29% +1,223 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 71,391 $4.32M 0.13% +4,288 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 61,788 $3.74M 0.01% +5,487 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,471 $3.61M <0.01% -11,457 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 58,710 $3.55M 1.02% +199 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 52,638 $3.19M 0.93% +6,392 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 51,452 $3.11M 0.28% -3,000 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 41,218 $2.49M 0.32% +1,563 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 37,386 $2.38M 1.07% +1,185 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,822 $2.23M <0.01% +3,300 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 36,227 $2.19M 0.12% +3,294 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 29,657 $1.79M <0.01% +3,879 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 25,458 $1.54M <0.01% -910 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 23,456 $1.42M 0.16% +493 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,254 $1.23M 0.03% -525 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,997 $1.09M <0.01% +5,149 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 16,821 $1.02M 0.13% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,628 $946K <0.01% +691 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,112 $914K <0.01% +6,757 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,896 $901K 0.07% +1,102 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,652 $887K 0.04% +4,160 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,225 $800K 0.09% +1,465 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,603 $763K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,992 $726K 0.01% +1,500 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,797 $714K 0.22% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,796 $714K <0.01% +493 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,229 $679K <0.01% -41,835 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,068 $670K 0.01% -660 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,553 $639K 0.29% +902 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,879 $598K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,803 $595K 0.02% -6,001 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,794 $593K <0.01% new 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,623 $582K 0.57% -794 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,523 $579K 0.01% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,227 $558K 0.31% -832 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,728 $468K <0.01% new 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 7,199 $436K 0.17% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,019 $425K <0.01% +3,446 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,984 $423K 0.01% -191 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,136 $371K <0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,000 $363K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,515 $335K <0.01% -683 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,223 $316K 0.01% -135 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,221 $316K <0.01% -9,167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,949 $299K <0.01% 0 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,790 $290K 0.25% -425 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,421 $268K 0.19% -1,766 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,243 $257K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,210 $255K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,201 $254K 0.03% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,167 $252K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,958 $239K <0.01% new 13F-HR/A Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,837 $232K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,795 $230K <0.01% -106 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 3,666 $222K 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 $210K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,430 $208K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,402 $207K <0.01% +356 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,405 $206K 0.03% -1,615 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 $188K <0.01% 0 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,877 $174K <0.01% -344 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,876 $174K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,580 $156K <0.01% +33 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,496 $151K 0.1% -320 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,009 $122K <0.01% +153 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,698 $103K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,688 $102K <0.01% -28 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,526 $92.3K <0.01% new 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 $88.3K <0.01% 0 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,352 $81.8K 0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,126 $68.1K 0.01% +1,013 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,100 $66.6K <0.01% +265 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,010 $61.1K <0.01% +569 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,001 $60.6K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 850 $51.4K <0.01% -1,103 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 823 $49.8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 741 $44.8K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 725 $43.9K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 715 $43.3K <0.01% +283 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 594 $36K 0.03% +24 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 509 $30.8K <0.01% +22 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 502 $30.4K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 476 $28.8K <0.01% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 463 $28K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 427 $25.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 406 $24.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 405 $24.5K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 369 $22.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 358 $21.7K <0.01% -358 13F-HR Timeline Security National Bank More: the full row for Security National Bank 350 $21.2K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 342 $20.7K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 297 $18K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 261 $15.8K <0.01% +11 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 204 $12.3K <0.01% new 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 166 $10K 0.01% -22 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 136 $8.23K <0.01% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 124 $7.61K <0.01% +70 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 125 $7.56K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119 $7.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 111 $6.73K <0.01% +4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 78 $5K <0.01% +41 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 71 $4.3K <0.01% +3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 67 $4.07K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65 $3.96K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 65 $3.93K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 52 $3.15K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 38 $2.3K <0.01% -71 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19 $1.15K <0.01% +8 13F-HR Timeline