Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,441 $323K 0.01% +72 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,429 $320K 0.01% +6 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. 2,414 $319K 0.01% -1,774 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,395 $317K <0.01% -271 13F-HR Timeline Group WIT Partners Advisory Pte. Ltd. More: the full row for WIT Partners Advisory Pte. Ltd. 2,500 $316K 0.12% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,386 $315K <0.01% -2,665 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,362 $312K 0.22% +700 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,361 $312K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,295 $303K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,268 $300K 0.01% +647 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,250 $297K 0.09% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,245 $297K <0.01% -372 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,233 $295K 0.05% -712 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,221 $294K 0.04% -19 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,150 $284K 0.02% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,107 $281K <0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,123 $281K 0.14% -948 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,100 $278K 0.12% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,089 $276K 0.05% -184 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,029 $268K 0.04% +3 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 2,022 $267K 0.71% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,960 $259K 0.04% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,949 $258K 0.11% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Daiwa Securities Group Inc. 1,825 $241K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,785 $236K <0.01% -5,762 13F-HR/A Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,777 $235K 0.15% -252 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,745 $231K 0.11% -250 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,744 $231K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,685 $223K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,670 $222K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,650 $218K <0.01% +200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,626 $215K 0.01% -198 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,596 $211K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,582 $209K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,577 $209K <0.01% +407 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,569 $207K 0.07% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,517 $201K 0.02% -203 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,473 $195K <0.01% -223 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,365 $180K 0.01% +25 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,300 $172K 0.03% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,280 $169K 0.06% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,276 $169K 0.23% -528 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,250 $165K 0.07% +220 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,239 $164K <0.01% -100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,159 $153K 0.01% +14 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,146 $152K <0.01% +50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,060 $141K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,006 $133K 0.04% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 927 $123K <0.01% -10 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 880 $116K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 800 $106K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 750 $99K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 713 $94.3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 704 $93K 0.03% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 655 $86.6K 0.03% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 612 $80.9K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $79.3K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. 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More: the full row for LANARK FINANCIAL, INC. 352 $46.6K <0.01% +1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 349 $46.1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 332 $44K 0.01% +96 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 331 $43.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 318 $42K <0.01% -318 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 307 $40.6K <0.01% -110 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 290 $38.3K <0.01% +227 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 285 $37.7K <0.01% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 281 $37.2K <0.01% -149 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 253 $33.4K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 252 $33.3K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 146 $19.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 135 $17.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 123 $16.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 121 $16K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 119 $15.7K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 118 $15.6K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 115 $15.2K <0.01% +23 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 100 $13.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $13.2K <0.01% -71 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 98 $13K <0.01% -181 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 82 $10.8K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 74 $9.95K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 59 $7.8K <0.01% -25 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 49 $6.58K <0.01% -100 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 39 $5.13K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39 $5.11K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 36 $4.76K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 35 $4.63K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $3.97K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 28 $3.7K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $3K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 22 $2.95K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 21 $2.73K <0.01% +1 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17 $2.25K <0.01% new 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 13 $2K <0.01% -39 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $1.98K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 15 $1.98K <0.01% -55 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $1.85K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12 $1.61K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10 $1.32K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $1.32K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $1.32K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 9 $1.25K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4 $542 <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) 4 $529 <0.01% -8 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $397 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $132 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1 $132 <0.01% new 13F-HR Timeline