TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,324 $463K <0.01% -9,145 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 9,270 $460K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,146 $454K <0.01% +80 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,094 $451K 0.21% +503 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,903 $442K 0.26% -15,017 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 8,739 $434K 0.12% -3,067 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,717 $433K 0.16% +1,635 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 8,690 $431K 0.08% -2,003 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,676 $430K 0.02% +2,249 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,648 $429K 0.14% -3,102 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 8,600 $427K 0.07% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,475 $421K 0.08% -19,859 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,346 $414K 0.11% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for Wealth Management Associates, Inc. 7,450 $370K 0.16% +1,450 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,422 $368K 0.06% -714 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,395 $367K <0.01% -28,171 13F-HR Timeline Group SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 6,992 $347K 0.08% -4,453 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,901 $342K 0.14% -25 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,740 $334K <0.01% +113 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,697 $332K 0.01% +170 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,574 $326K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,560 $326K <0.01% -440 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,526 $324K 0.04% +18 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,519 $323K 0.07% +160 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,400 $318K 0.03% +250 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,354 $315K 0.13% -48,014 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 6,320 $314K 0.17% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,181 $307K 0.08% -2,443 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,858 $291K 0.25% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 5,810 $288K <0.01% 0 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,712 $284K 0.02% -22 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 5,481 $272K 0.14% -690 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,361 $267K <0.01% -196 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,242 $260K <0.01% -11,205 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,135 $255K <0.01% 0 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,063 $251K 0.04% +63 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,036 $250K 0.06% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,000 $248K 0.19% 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 4,962 $246K 0.04% +9 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,929 $245K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4,938 $245K 0.13% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,918 $244K 0.01% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,866 $241K 0.1% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,828 $240K <0.01% -411 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,823 $239K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,725 $234K 0.09% +17 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,704 $233K 0.02% +261 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,650 $231K 0.01% -1,000 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,649 $230K 0.08% -244 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,538 $225K 0.04% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,522 $224K 0.06% +6 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,512 $224K <0.01% -974 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 4,365 $217K 0.04% -805 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 4,295 $213K 0.06% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,246 $211K 0.1% +85 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,233 $210K 0.07% +8 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,200 $208K 0.16% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,172 $207K 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,156 $206K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,157 $206K 0.02% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,089 $203K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,812 $189K 0.02% -257,606 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,504 $174K <0.01% -206 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,201 $159K 0.01% -132 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,819 $140K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,774 $138K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,750 $136K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,621 $130K <0.01% -646 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,408 $119K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,263 $112K 0.01% +38 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,250 $112K <0.01% +923 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,100 $104K <0.01% +545 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,034 $101K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,000 $99.2K 0.22% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,713 $85K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,601 $79.4K 0.05% -210 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,574 $78.1K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,524 $75.6K 0.06% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,508 $74.8K 0.01% +508 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,383 $68.6K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,350 $67K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,141 $56.6K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,017 $50.5K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,015 $50.4K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 911 $45.2K 0.03% -100 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 900 $45K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 857 $42.5K <0.01% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 852 $42K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 744 $36.9K 0.02% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 680 $33.7K 0.01% 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 666 $33K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 632 $31.4K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 593 $29.4K <0.01% -193 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 509 $25.3K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 446 $22.1K <0.01% -1,495 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 403 $20K 0.01% +5 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 343 $17K 0.01% -18 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 321 $15.9K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 306 $15.2K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 283 $14K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 260 $12.9K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 221 $11K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 200 $9.92K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 200 $9.92K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 199 $9.87K <0.01% +179 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 63 $3K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 55 $2.73K <0.01% -2,999 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 51 $2.51K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $1.64K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $50 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.