NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,711,879 $1.38B 0.18% +182,739 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 181,409 $43.8M <0.01% +195 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 163,533 $39.5M 2.13% -5,023 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 136,341 $32.9M 0.01% +5,254 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 106,355 $25.7M 0.04% -3,665 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 68,293 $16.5M 1.28% -1,786 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 66,532 $16.1M 0.69% -4,010 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 64,851 $15.7M 0.01% +63,189 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 63,189 $15.3M 0.56% -2,252 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,752 $8.63M 0.02% -4,618 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 29,452 $7.11M <0.01% -1,326 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,837 $6.96M 0.01% +440 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 25,614 $6.18M 0.61% -426 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 24,508 $5.92M 4.43% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 23,713 $5.72M 0.35% -1,096 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,895 $5.04M 0.01% -179 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 18,626 $4.5M <0.01% -367 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,312 $4.18M 0.01% -95 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 15,055 $3.63M 0.26% -1,606 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 14,868 $3.59M +340 Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 13,837 $3.34M 0.37% -145 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 12,194 $2.94M 1.22% -76 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,149 $2.93M <0.01% -96 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 10,858 $2.62M 0.28% +1,083 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 10,699 $2.58M 0.06% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,117 $2.44M 0.03% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,992 $1.93M <0.01% +1,293 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,960 $1.92M <0.01% -26,194 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 33,264 $1.92M 1.49% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,268 $1.75M <0.01% +5,316 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,861 $1.66M <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,779 $1.64M 0.01% -112 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,592 $1.59M 0.01% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,500 $1.33M 0.57% 0 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/ 4,844 $1.17M <0.01% -1,249 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,500 $1.1M <0.01% -1,429 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,539 $1.1M 0.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,393 $1.06M <0.01% +674 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 4,243 $1.02M 0 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,839 $927K <0.01% -206 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,770 $910K 0.08% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,685 $889K 0.11% +559 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,666 $885K <0.01% -29 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,538 $854K 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,311 $799K <0.01% -2,775 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,288 $794K <0.01% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,771 $744K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,936 $709K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,900 $700K 0.01% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,857 $690K 0.45% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,750 $684K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,802 $676K 0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,745 $663K 0.11% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,664 $643K 0.36% -118 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,613 $631K 0.02% -55 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,596 $627K <0.01% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,331 $563K 0.31% -13 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 2,275 $549K <0.01% -322 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,149 $519K 0.02% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,045 $494K 0.11% 0 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,035 $491K 0.17% 0 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,021 $488K 0.05% 0 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 2,000 $481K 0.04% 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,963 $474K 0.04% +4 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,933 $467K <0.01% +153 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,883 $455K <0.01% +2 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,800 $434K <0.01% 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,676 $405K <0.01% 0 13F-HR Timeline Group Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 1,644 $397K 0.39% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,480 $357K <0.01% 0 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,448 $349K 0.03% -84 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,400 $338K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,386 $335K <0.01% -5 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,352 $326K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,337 $323K <0.01% new 13F-HR Timeline Group Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,243 $300K 0.26% -99 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,194 $288K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,194 $288K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,053 $254K 0.01% +2 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,018 $246K <0.01% -60 13F-HR/A Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 1,017 $245K 0.03% -42 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,005 $243K 0.11% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 926 $224K <0.01% -81 13F-HR/A Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 916 $221K 0.07% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 839 $205K 0.07% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 836 $202K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 829 $200K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 818 $197K <0.01% +648 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 732 $177K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 732 $177K 0.01% +67 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 713 $172K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 644 $155K 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 600 $145K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 587 $142K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 577 $139K 0.4% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 440 $106K <0.01% +21 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 335 $80.9K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 257 $62K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 243 $58.7K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 227 $55K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 200 $48.3K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 186 $44.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 154 $40.7K 0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 121 $29.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 112 $27K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61 $14.7K <0.01% -5 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $6.28K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20 $4.83K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 12 $2.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $1.21K <0.01% 0 13F-HR Timeline