Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,908 $42.1K <0.01% +2,257 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 123 $41.8K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 119 $40.4K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 112 $38K 0.01% +11 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 102 $34.6K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 101 $34.5K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $33.9K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 97 $32.9K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 93 $31K <0.01% +16 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 90 $30.6K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 89 $30.1K 0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 85 $28.9K <0.01% +2 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 84 $28.5K -86 Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 82 $28K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 82 $27.8K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 80 $27.2K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 78 $26.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 78 $26.5K <0.01% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 77 $26.1K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 75 $25.5K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 75 $25.5K <0.01% -14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 75 $25.5K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 74 $25.1K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 69 $23.4K <0.01% -10 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 66 $22.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 66 $22.4K 0.02% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 66 $22.3K <0.01% -6 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 64 $21.7K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 63 $21.5K <0.01% +60 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 62 $21K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 56 $19K <0.01% -1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 56 $19K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 52 $18.4K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 53 $18K 0.01% +14 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 53 $18K <0.01% -45 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 52 $17.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 50 $17K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 50 $17K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 49 $16.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 49 $16.6K 0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 47 $16K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $14.9K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 40 $13.6K <0.01% -27 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 39 $13.2K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 38 $12.9K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 38 $12.9K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $10.9K <0.01% -33 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 31 $10.5K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $10.2K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 30 $10.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30 $10K <0.01% +17 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 29 $9.85K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 26 $8.83K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 26 $8.83K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26 $8.77K <0.01% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 25 $8.49K <0.01% 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 25 $8.49K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 25 $8K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 23 $7.82K 0.01% -1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23 $7.81K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 23 $7.81K <0.01% -23 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $7.47K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $6.79K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19 $6.45K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $6.45K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 18 $6.11K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18 $6.11K <0.01% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17 $5.77K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17 $5.77K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 16 $5.43K <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15 $5.09K <0.01% +4 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 15 $5.09K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15 $5.09K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $5.05K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $4.83K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $4.75K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $4.75K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $4.59K <0.01% -56 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $4.48K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 13 $4.41K <0.01% 0 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13 $4.26K <0.01% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12 $4.07K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $4.07K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12 $4.07K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $3.4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $3.4K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 10 $3.35K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $3.07K <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $3.06K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $3.06K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9 $3.06K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $3.06K <0.01% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10 $3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8 $2.77K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8 $2.72K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8 $2.72K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8 $2.72K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 8 $2.72K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8 $2.72K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $2.72K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7 $2.38K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7 $2.38K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7 $2.38K <0.01% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $2.38K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7 $2.38K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $2.04K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $2.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $2K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $1.7K <0.01% -12 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4 $1.36K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4 $1.36K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4 $1.36K <0.01% -3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3 $1.02K <0.01% -740 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $1.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5 $1K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 6 $717 <0.01% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 2 $679 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $679 <0.01% -16 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $679 <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2 $678 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $678 <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $340 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1 $340 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $340 <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $339 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1 $339 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $339 <0.01% 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.