OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,973 $216K 0.02% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,000 $216K <0.01% -91,073 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,912 $210K 0.03% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,899 $209K <0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,877 $207K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,862 $206K <0.01% -794 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,860 $206K 0.01% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,851 $205K 0.01% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,840 $204K 0.08% -149 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,803 $202K 0.07% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,789 $201K 0.03% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,328 $200K 0.02% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,701 $194K 0.05% +810 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,650 $191K 0.06% -113 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,529 $182K 0.04% -152 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,511 $181K 0.27% -550 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,495 $180K 0.1% -807 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,445 $176K 0.02% -5,969 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,467 $176K <0.01% +280 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,387 $172K 0.01% +706 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,366 $170K 0.01% -68 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,360 $170K 0.11% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,314 $167K <0.01% -51 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,253 $162K 0.02% -1,268 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,106 $152K <0.01% -68 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,088 $150K 0.04% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,153 $149K 0.01% -188 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,058 $148K 0.03% +1,952 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,053 $148K <0.01% -433 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,050 $148K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,003 $144K <0.01% +371 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,002 $144K 0.04% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $144K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,914 $138K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,783 $128K 0.01% +250 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,701 $122K <0.01% 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,700 $122K 0.02% +1,000 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,692 $122K 0.05% -1,135 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,645 $118K 0.06% +680 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,556 $112K <0.01% -368 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,522 $110K 0.01% +600 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,477 $106K 0.03% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,440 $104K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,439 $104K <0.01% +180 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,439 $104K 0.04% -10 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,350 $97.2K 0.01% -397 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,331 $95.8K <0.01% +134 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,325 $95.4K 0.01% -425 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,284 $92.4K 0.01% -40 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,212 $87.3K <0.01% -56 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,209 $87K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,200 $86.4K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,173 $84.4K <0.01% +252 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,102 $79.3K 0.03% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,094 $78.8K 0.06% +2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,092 $78.6K <0.01% +895 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 960 $69.1K 0.05% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 950 $68.4K 0.01% -111 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 894 $64.4K 0.02% +894 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 876 $63.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 831 $59.8K 0.01% +161 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 815 $58.7K <0.01% -26 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 808 $58.2K 0.01% +30 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 800 $57.6K 0.02% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 750 $54K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 750 $54K 0.01% +113 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 728 $52.4K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 725 $52.2K 0.01% -147 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 721 $51.9K <0.01% -46,115 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 720 $51.8K <0.01% -39 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 720 $51.8K <0.01% -174 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 698 $50.2K 0.02% +286 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 680 $49K <0.01% -1,689 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 660 $47.5K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 657 $47.3K 0.01% +178 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 656 $47.3K <0.01% -185 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 642 $46.2K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 600 $43.2K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 586 $42.2K <0.01% +201 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 579 $41.8K 0.01% -425 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 580 $41.8K <0.01% -56 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 546 $40.1K 0.01% -100 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 544 $39.2K <0.01% -12,845 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 540 $38.9K 0.01% +100 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 528 $38K <0.01% -941 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 510 $36.7K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 503 $36.2K <0.01% -9 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 500 $36K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. 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A. 487 $35.1K <0.01% +62 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 481 $34.6K <0.01% -105 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 480 $34.6K <0.01% +473 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 478 $34.4K 0.02% +151 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 473 $34K <0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 459 $33K 0.01% +12 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 442 $32K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $31K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 410 $29.5K 0.01% -70 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 405 $29.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 331 $29K 0.01% +72 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 400 $28.8K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 400 $28.8K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 400 $28.8K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 390 $28.1K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 375 $27K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 124 $8.93K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 124 $8.93K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 122 $8.78K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 119 $8.57K 0.01% +55 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 92 $8.24K <0.01% +69 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 111 $7.99K <0.01% +17 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 110 $7.92K 0.01% +24 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 102 $7.34K <0.01% +17 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 100 $7.2K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 100 $7.2K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 100 $7.2K <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $7.2K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 100 $7.2K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 98 $7.06K 0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 102 $7K <0.01% +44 13F-HR/A Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 95 $6.84K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 93 $6.7K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 92 $6.62K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 92 $6.62K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 88 $6.33K <0.01% -89 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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P. 74 $5.33K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 74 $5.33K <0.01% +54 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 72 $5.18K <0.01% +45 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $5.04K <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 68 $4.89K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 68 $4.89K <0.01% +18 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 65 $4.68K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 61 $4.39K <0.01% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 60 $4.32K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 59 $4.25K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 58 $4.17K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 65 $4K <0.01% -169 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 53 $3.81K <0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 50 $3.62K <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 50 $3.6K <0.01% 0 13F-HR Timeline Aviso Financial Inc. 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