Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,725,650 $112M 2.68% new 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,529,101 $62.8M 0.04% +97,800 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 588,155 $24.1M 1.66% -29,288 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 503,816 $20.7M <0.01% +19,587 13F-HR/A Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 474,192 $19.5M 0.16% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 444,882 $18.3M 0.01% +390,404 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 382,769 $15.7M <0.01% +145,128 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 379,118 $15.6M 0.29% +50,094 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 319,386 $13.1M 0.74% +166,083 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 308,236 $12.7M <0.01% +57,010 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 288,243 $11.8M <0.01% +142,937 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/ 276,328 $11.3M <0.01% +93,251 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 267,680 $11M 0.01% +154,256 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 LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 247,992 $10.2M 1.08% -745 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 239,675 $9.84M <0.01% +71,496 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 237,032 $9.61M <0.01% +49,086 13F-HR/A Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 203,402 $8.35M 3.3% +20,560 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 200,517 $8.23M 3.37% +9,367 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 190,980 $7.84M 4.41% +10,192 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 171,994 $7.06M 0.74% -7,524 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 161,670 $6.64M <0.01% +8,859 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 160,648 $6.51M <0.01% +39,556 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 139,868 $5.74M <0.01% +28,459 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 134,340 $5.52M 0.13% -134,497 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 114,765 $4.71M 0.03% +17,158 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 114,339 $4.69M -36,803 Timeline World Investment Advisors More: the full row for World Investment Advisors 113,837 $4.67M 0.08% +36,200 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 112,905 $4.64M 0.01% -10,808 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 NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 110,096 $4.52M <0.01% +100,412 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 103,668 $4.26M <0.01% -28,972 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 101,458 $4.17M 0.02% -45,562 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 85,469 $3.51M 2.37% +8,259 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 81,165 $3.33M 1.72% +977 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 76,478 $3.14M 0.05% +4,972 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 71,781 $2.95M 6.47% +31,325 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% -36,400 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 61,151 $2.51M <0.01% +886 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,613 $2.49M <0.01% +17,225 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 59,000 $2.42M 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 58,817 $2.42M 0.64% +1,777 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 56,705 $2.33M 0.03% -14,264 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 54,185 $2.22M 0.12% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,916 $2.01M <0.01% +2,457 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 47,677 $1.97M 0.2% -1,191 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,023 $1.89M <0.01% +15,596 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 46,016 $1.89M 0.2% -20,689 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 44,315 $1.81M +31,519 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 43,685 $1.79M 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 41,248 $1.69M 0.08% +8,669 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 39,439 $1.62M <0.01% +2,196 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% +868 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,037 $1.44M <0.01% +4,831 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,851 $1.31M <0.01% +11,794 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 31,329 $1.29M <0.01% +3,014 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,340 $1.25M <0.01% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,802 $1.14M 0.02% -50,151 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 27,528 $1.13M 0.49% -1,217 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 27,064 $1.11M <0.01% +13,336 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 26,827 $1.1M 0.46% -657 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 26,397 $1.08M 0.22% -325 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,882 $1.06M <0.01% +19,269 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,798 $1.02M <0.01% +216 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,487 $964K 0.02% +12,333 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 23,183 $952K 0.01% +12,710 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,181 $911K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 21,820 $896K 0.01% -455 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 18,948 $778K 0.14% +3,435 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 18,728 $769K 0.45% +2,216 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 18,626 $765K 0.55% +492 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 18,290 $751K 0.19% +2,748 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 18,202 $747K 0.5% +8,601 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,026 $740K 0.01% -816 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,573 $722K <0.01% +3,017 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,011 $698K 0.02% +51 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,709 $688K 0.01% +699 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,649 $684K 0.01% +810 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,064 $660K <0.01% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 15,812 $649K <0.01% +79 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 15,440 $634K 0.13% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 14,883 $611K <0.01% -3,532 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 13,838 $568K 0.33% -248 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,691 $562K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,194 $542K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,657 $520K 0.01% +4,328 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,350 $507K 0.21% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,903 $489K 0.06% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,749 $482K 0.1% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 11,644 $478K 0.05% -726 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,547 $433K <0.01% -2,811 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,200 $419K 0.19% new 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 10,145 $417K 0.25% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,035 $412K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,446 $388K <0.01% -4,215 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,328 $383K <0.01% 0 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,440 $347K <0.01% +82 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,253 $339K <0.01% -12,294 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 $320K 0.02% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,605 $312K 0.09% +360 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,611 $271K <0.01% new 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,027 $253K 0.02% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 5,937 $244K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,761 $237K 0.16% +114 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,759 $236K 0.01% new 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,638 $231K <0.01% 0 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 5,608 $230K 0.16% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,373 $221K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,119 $210K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,250 $175K 0.04% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,223 $173K 0.01% +948 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,291 $135K <0.01% +44 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,618 $107K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,560 $105K <0.01% +2,350 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,600 $65.7K <0.01% +400 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 $59K <0.01% -3,874 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,239 $50.9K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,175 $47.7K <0.01% -3,687 13F-HR Timeline 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 HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 861 $35K 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. 846 $34.8K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 560 $23K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 518 $21.3K <0.01% 0 13F-HR/A Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 373 $15.3K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 263 $10.8K <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 GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 239 $9.81K <0.01% new 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 $9.61K <0.01% +38 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 230 $9.45K <0.01% -11 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 186 $7.64K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 174 $7.16K <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 $5.75K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 117 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40 $1.64K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 37 $1.52K <0.01% -547 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 36 $1.49K <0.01% 0 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 Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16 $657 <0.01% new 13F-HR Timeline Group 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. 7 $287 <0.01% 0 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% -41 13F-HR Timeline Group