Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $312K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,418 $305K <0.01% -95 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,366 $303K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,314 $301K 0.02% -2 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,263 $299K 0.11% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 6,946 $286K 0.08% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,787 $279K 0.1% -40 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,773 $278K <0.01% +71 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,743 $277K <0.01% -220 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,726 $276K 0.06% +18 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,643 $273K <0.01% +944 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,585 $271K <0.01% -1,311 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,580 $270K 0.08% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,550 $269K 0.15% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,459 $266K <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,355 $261K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,104 $251K 0.01% +23 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,072 $250K 0.07% -22 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,994 $246K 0.02% +182 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,896 $242K 0.04% -76 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,826 $240K 0.12% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,775 $238K <0.01% -37 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,559 $229K 0.02% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,532 $227K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,371 $221K <0.01% +2 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,247 $216K 0.06% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,208 $214K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,050 $208K 0.02% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,984 $205K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,975 $205K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,970 $204K <0.01% -314 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,957 $204K 0.11% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,576 $188K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,785 $156K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,617 $149K 0.03% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,204 $132K <0.01% +550 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,137 $131K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,168 $130K <0.01% +965 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,096 $127K <0.01% +244 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,803 $115K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Community Bank in group United Community Bank More: the full row for United Community Bank 2,645 $109K 0.03% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,467 $101K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $99.2K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,200 $90.4K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $88.1K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,756 $72.2K <0.01% +725 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 1,623 $66.7K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,417 $58.3K <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. 1,409 $57.9K <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,383 $56.9K <0.01% -322 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,229 $50.5K 0.01% +7 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,197 $49.2K <0.01% +6 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,194 $49.1K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,193 $49K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,065 $43.8K <0.01% -1,092 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,000 $41.1K 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. 983 $40.4K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $39K <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 948 $39K <0.01% 0 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 921 $37.9K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 907 $37.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 902 $37.1K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $36.3K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 764 $31.4K <0.01% -158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 608 $25K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 590 $24.3K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 569 $23.4K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 510 $21.2K 0.03% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 512 $21K <0.01% +3 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 505 $20.8K <0.01% -529 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 476 $19.7K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 436 $17.9K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $17.9K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 392 $16.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 381 $15K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 337 $13.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 317 $13K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 292 $12K <0.01% -55 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 265 $10.9K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 264 $10.8K <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 245 $10.1K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 226 $9.29K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 224 $9.22K <0.01% +109 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 175 $7.19K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 146 $6K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 140 $5.76K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 138 $5.67K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 131 $5.39K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $5.06K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 116 $4.77K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 108 $4.44K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69 $2.88K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 63 $2.59K <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) 48 $1.97K <0.01% +36 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 47 $1.93K <0.01% -2,989 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $1.61K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 29 $1.19K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $82 <0.01% new 13F-HR Timeline