BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 164,487 $3.74M <0.01% -12,313 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 141,809 $3.22M <0.01% +65,203 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 135,411 $3.08M 0.19% +1,380 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 118,790 $2.7M <0.01% -240 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 115,504 $2.62M 0.72% -15,638 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 114,621 $2.6M 0.63% +205 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 104,836 $2.38M 0.09% -36,190 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 99,275 $2.26M 0.62% -29,563 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 84,826 $1.93M <0.01% -18,731 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 65,154 $1.48M 0.57% +5,340 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 58,453 $1.33M <0.01% -3,473 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,038 $1.14M <0.01% -302 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 45,727 $1.04M 0.11% -4,352 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 41,417 $941K <0.01% +707 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,509 $625K <0.01% +23,471 13F-HR/A Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 24,246 $551K 0.22% -743 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 19,290 $438K <0.01% -2,499 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,832 $382K <0.01% +652 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 15,831 $360K <0.01% -311,086 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,785 $359K 0.23% -182 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,336 $348K 0.02% -325 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 14,432 $328K 0.09% -254 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,084 $320K 0.01% +187 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,055 $319K <0.01% +616 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 13,962 $317K <0.01% -4,969 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,040 $301K 0.14% -1,680 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,657 $288K 0.03% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,509 $261K <0.01% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 11,331 $257K 0.04% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,816 $223K <0.01% -700 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,524 $216K <0.01% -7,427 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 9,265 $211K 0.13% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7,079 $161K 0.05% +540 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,954 $135K 0.01% +21 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,914 $134K <0.01% -12,534 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,570 $127K <0.01% -406 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,880 $111K <0.01% +58 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,405 $77.4K <0.01% -660 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,143 $48.7K 0.01% -46 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,287 $29.2K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,009 $22.9K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 923 $21K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 536 $12.2K <0.01% -11 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 446 $10.1K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 300 $6.82K <0.01% 0 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 275 $6.25K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15 $341 <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. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,227,033 $55.7K +1,169,018 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.