Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 7,658,139 $314M 6.19% +4,932,489 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,875,281 $118M <0.01% +2,771,613 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,805,912 $74.1M 0.04% +276,811 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 587,275 $24.1M 1.53% -880 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 437,636 $18M 0.01% -7,246 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 380,838 $15.6M 0.06% +378,278 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 342,394 $14M <0.01% +34,158 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 334,830 $13.7M <0.01% -168,986 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/ 293,978 $12.1M <0.01% +17,650 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,449 $10.3M 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 247,288 $10.1M 3.79% +46,771 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 246,891 $10.1M 1.02% -1,101 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 236,737 $9.71M <0.01% -2,938 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 212,410 $8.72M 0.03% +198,719 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 199,190 $8.17M <0.01% +38,542 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 177,186 $7.27M <0.01% -205,583 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 176,240 $7.23M <0.01% +14,570 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 164,412 $6.75M 0.69% -154,974 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 163,454 $6.71M 0.03% +48,689 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 162,506 $6.67M 0.59% -9,488 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 146,282 $6M <0.01% -141,961 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 140,137 $5.75M <0.01% +269 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 136,804 $5.61M 0.12% +2,464 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 124,394 $5.1M <0.01% -143,286 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 120,044 $4.93M <0.01% +9,948 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 113,993 $4.68M 0.01% +1,088 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 113,837 $4.67M 0.08% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 112,825 $4.63M <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 109,851 $4.52M <0.01% -127,181 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 92,769 $3.81M -21,570 Timeline DMC Group, LLC More: the full row for DMC Group, LLC 91,861 $3.77M 2.58% +6,392 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 89,157 $3.66M <0.01% +73,093 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 84,529 $3.47M 1.67% +3,364 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 82,740 $3.39M 6.28% +10,959 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 81,190 $3.33M 0.02% -20,268 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 70,567 $2.9M 0.06% -5,911 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 67,919 $2.79M <0.01% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 65,230 $2.68M 0.6% +6,413 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 63,654 $2.61M 0.37% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,332 $2.56M <0.01% +1,719 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 61,072 $2.51M <0.01% -79 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 54,782 $2.25M 0.02% +11,097 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 52,410 $2.15M 0.11% -1,775 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,022 $2.05M <0.01% +1,106 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 49,150 $2.02M 0.57% new 13F-HR/A Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 45,658 $1.89M 0.21% -2,019 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 44,615 $1.83M 0.18% -1,401 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 37,642 $1.54M <0.01% +6,313 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. 37,433 $1.54M <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 34,327 $1.41M <0.01% -710 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 33,660 $1.38M 0.07% -7,588 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,596 $1.38M <0.01% -5,843 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 32,734 $1.34M 0.74% +14,006 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,340 $1.24M <0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,020 $1.23M 0.01% +7,839 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,962 $1.22M <0.01% -1,889 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,000 $1.15M 0.21% +12,560 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,383 $1.12M <0.01% -18,640 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 27,129 $1.11M 0.37% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 27,012 $1.11M <0.01% -52 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 26,796 $1.1M 0.02% +14,139 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 25,894 $1.06M 0.23% +7,604 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 25,245 $1.04M 0.63% +7,043 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,023 $1.03M 0.02% -2,779 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,854 $1.02M <0.01% +56 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 24,127 $990K 0.38% -3,401 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,952 $982K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 23,183 $951K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,199 $911K 0.02% +5,550 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,945 $900K 0.01% +3,919 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 21,820 $895K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,097 $784K <0.01% +8,550 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 18,619 $764K 0.51% -7 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 17,636 $726K <0.01% +2,753 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,376 $713K <0.01% -197 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,785 $689K 0.01% -226 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 16,646 $683K 0.26% +4,296 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,517 $678K 0.01% -192 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,460 $675K <0.01% +648 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 15,145 $621K -29,170 Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,017 $616K 0.09% -3,931 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,845 $609K 0.01% +4,810 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 14,103 $579K 0.28% +265 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,519 $555K 0.01% -9,968 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,194 $541K <0.01% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,423 $510K 0.04% +779 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,998 $492K 0.01% -44,707 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,378 $467K 0.04% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,849 $445K 0.01% new 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 10,145 $416K 0.22% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,314 $382K <0.01% -132 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,440 $346K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,398 $345K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,848 $322K <0.01% -405 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,784 $319K 0.01% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,501 $308K 0.02% +1,474 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,966 $286K 0.03% -4,937 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,928 $284K 0.07% -677 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,612 $271K <0.01% +1 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 6,585 $270K 0.16% +824 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 5,937 $244K 0.07% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,828 $239K <0.01% -3,500 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,759 $236K <0.01% 0 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 5,666 $232K 0.08% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 5,470 $224K 0.08% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,455 $224K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,373 $220K <0.01% 0 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 5,357 $220K 0.2% 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 5,304 $218K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,171 $212K <0.01% -467 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,100 $209K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,223 $173K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,395 $139K <0.01% +104 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,112 $128K <0.01% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,611 $107K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,438 $100K <0.01% +2,175 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,600 $65.6K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,436 $58.9K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,175 $48.4K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,122 $46.1K <0.01% +276 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,065 $43.7K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 969 $39.8K <0.01% +739 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 903 $37K 0.01% +42 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 560 $23K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 521 $21.4K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $16.4K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 249 $10.2K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 239 $9.81K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 238 $9.77K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 234 $9.6K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 186 $7.63K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $6.16K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 140 $5.74K <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) 118 $4.84K <0.01% +102 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $2.46K <0.01% -1,179 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 37 $1.52K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 36 $1.48K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 26 $1.07K <0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $1.03K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 16 $666 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10 $410 <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $328 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4 $164 <0.01% -3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $41 <0.01% 0 13F-HR Timeline Group