COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 187,055 $4.17M 0.21% +18,737 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 185,107 $4.13M <0.01% +7,795 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 127,974 $2.85M <0.01% -571 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 98,070 $2.19M <0.01% -5,617 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 77,709 $1.73M 0.46% +2,149 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 62,316 $1.39M 0.05% -1,247,264 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 52,151 $1.16M 0.23% -2,405 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,859 $1.13M 0.01% -17,698 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,220 $1.03M <0.01% +1,428 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,047 $1M <0.01% +4,547 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,851 $956K <0.01% +18,806 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,069 $894K <0.01% +24,319 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 32,940 $735K <0.01% -38,806 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,645 $594K <0.01% -25,381 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24,349 $543K 0.11% -11,256 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 21,556 $481K 0.15% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,113 $449K <0.01% -4,081 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,534 $413K <0.01% +2,504 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,011 $379K <0.01% -514 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,900 $377K <0.01% -662 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,139 $360K <0.01% -22,624 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,510 $346K 0.17% +146 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,452 $344K <0.01% +3,168 13F-HR Timeline Group Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 14,344 $320K 0.07% -1,519 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 14,299 $319K 0.03% +3,619 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,611 $304K <0.01% 0 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,040 $291K 0.13% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,197 $272K 0.11% -1,686 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,956 $267K 0.01% -133 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 10,983 $245K 0.14% +194 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,241 $228K <0.01% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 9,772 $218K 0.12% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,515 $212K <0.01% +275 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,280 $208K <0.01% +4,624 13F-HR Timeline Group Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 1,276 $141K 0.17% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,179 $138K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,349 $97K <0.01% +229 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,204 $49.2K 0.01% +16 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,592 $35.5K <0.01% -1,813 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,009 $22.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,000 $22.3K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 923 $20.6K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 882 $19.7K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 563 $12.6K <0.01% -118 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 446 $9.95K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 444 $9.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 284 $6.33K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 275 $6.13K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 172 $3.86K <0.01% +117 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25 $558 <0.01% new 13F-HR Timeline Group