FMR LLC in group FMR LLC More: the full row for FMR LLC 5,708 $358K <0.01% -183 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,606 $351K 0.01% -433 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,600 $351K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,497 $344K <0.01% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,400 $338K 0.07% -25 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,224 $327K 0.15% +376 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,163 $324K 0.01% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,980 $312K 0.24% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,852 $304K 0.03% -176 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,805 $301K <0.01% -660 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 4,747 $297K 0.3% -44 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,451 $279K <0.01% -4 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,428 $277K 0.15% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,433 $275K 0.05% +133 13F-HR/A Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,335 $272K 0.02% +320 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,309 $270K <0.01% -23 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,307 $270K 0.09% +300 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,300 $269K 0.01% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,051 $254K <0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,005 $251K 0.02% -1,086 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,984 $250K 0.01% -238 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,979 $249K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,975 $249K 0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,967 $249K <0.01% -3,106 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,971 $248K 0.02% +329 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,666 $230K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,620 $227K 0.03% +320 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,591 $225K <0.01% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,565 $223K 0.01% -189 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,540 $222K 0.02% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,538 $222K 0.06% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,469 $217K <0.01% -80 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,455 $216K 0.16% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,415 $214K <0.01% +2,486 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,410 $214K 0.11% -154 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,406 $213K <0.01% 0 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,333 $209K 0.07% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 3,326 $208K 0.13% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,324 $208K 0.01% +32 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,303 $207K 0.02% -3,490 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,261 $204K 0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,203 $201K 0.02% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,200 $201K 0.04% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,095 $194K 0.28% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,902 $182K 0.02% -15 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,770 $174K +2,039 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,463 $154K 0.01% -209 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,000 $125K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,625 $102K 0.03% -100 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,550 $97.1K 0.03% -100 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,493 $93.6K 0.03% +1,344 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,341 $84K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,207 $75.6K <0.01% +1,202 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,155 $72.4K <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,129 $68.4K 0.01% -881 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,083 $67.9K 0.02% +14 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,015 $63.6K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 920 $57.6K <0.01% +134 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 904 $56.6K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 809 $50.7K <0.01% -69 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 722 $45.2K <0.01% +189 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 627 $39.1K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 620 $38.8K <0.01% -253,664 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 600 $37.6K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 570 $35.7K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 569 $35.7K <0.01% -110 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 500 $31.3K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 475 $29.8K 0.02% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 466 $29K 0.01% +432 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 400 $25.1K <0.01% +142 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 349 $21.9K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 335 $21K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 314 $19.7K 0.01% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 310 $19.4K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 303 $19K 0.01% -189 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 290 $18.2K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 274 $17.2K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 250 $16K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 223 $13.9K 0.01% -2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 208 $13K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 200 $12.5K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 199 $12.5K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 192 $12K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 186 $11.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 176 $11K <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. 174 $10.9K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 174 $10.9K 0.01% +3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 168 $10.5K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 162 $10.2K <0.01% +100 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 114 $7.14K <0.01% -511 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 112 $7.02K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 109 $6.83K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 99 $6.2K <0.01% new 13F-HR/A Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 96 $6.01K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 53 $3.32K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 46 $2.88K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 45 $2.81K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 41 $2.57K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37 $2.32K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 32 $2.01K <0.01% -233 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24 $1.5K <0.01% new 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) 12 $752 <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $689 <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10 $627 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $37 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.