Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 82 $2.09K <0.01% -12 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 73 $1.86K <0.01% -8 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 71 $1.81K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 70 $1.79K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69 $1.75K <0.01% +46 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66 $1.69K <0.01% -251 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 56 $1.43K <0.01% +5 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 41 $1.38K <0.01% -30 13F-HR Timeline MOTCO More: the full row for MOTCO 54 $1.38K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 54 $1.38K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 54 $1.35K <0.01% +53 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 51 $1.3K <0.01% -26 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 46 $1.18K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 45 $1.15K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42 $1.13K <0.01% -2 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 37 $1K <0.01% -7 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 20 $1K <0.01% -7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 38 $962 <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 35 $897 <0.01% -96 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 33 $843 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $843 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 33 $843 <0.01% +1 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 33 $843 <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 32 $817 <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 32 $817 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 32 $816 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 30 $766 <0.01% -1 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 30 $766 <0.01% -108 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28 $715 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27 $691 <0.01% -27 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 27 $690 <0.01% -1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 25 $639 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $639 <0.01% +7 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25 $626 <0.01% -5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $562 <0.01% -1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $562 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $511 <0.01% 0 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 20 $511 <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 19 $486 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 17 $435 <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16 $409 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 16 $409 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 16 $409 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16 $409 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13 $332 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $306 <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12 $306 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12 $306 <0.01% -4 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 12 $306 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 12 $294 <0.01% +8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $286 <0.01% -15 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 11 $281 <0.01% 0 13F-HR/A Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $281 <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10 $255 <0.01% -7 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10 $255 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $255 <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10 $255 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9 $230 <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9 $230 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9 $230 <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9 $230 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8 $205 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7 $179 <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7 $169 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $158 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6 $154 <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6 $153 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 6 $153 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5 $128 <0.01% -6 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5 $128 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5 $128 <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5 $128 <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4 $103 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $77 <0.01% +12 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3 $77 <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $77 <0.01% 0 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3 $77 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2 $51 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $51 <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 2 $51 <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2 $51 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $51 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $51 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2 $51 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $26 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1 $26 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1 $26 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $26 <0.01% -1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1 $26 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1 $26 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $26 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $26 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $26 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $26 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1 $26 <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1 $26 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1 $26 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1 $26 <0.01% 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1 $19 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $19 <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1 $18 <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 32 $0 0% +18 13F-HR Timeline Group Value filed as zero, left out of ratios. Smithfield Trust Co More: the full row for Smithfield Trust Co 14 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. EMC Capital Management More: the full row for EMC Capital Management 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.