BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 177,312 $3.96M <0.01% +5,035 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 168,318 $3.76M 0.21% +12,032 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 128,545 $2.87M <0.01% +6,543 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,687 $2.32M <0.01% +72,572 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 75,560 $1.69M 0.51% +1,381 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 71,746 $1.6M <0.01% -5,047 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 68,557 $1.53M 0.01% -34,199 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 64,677 $1.45M 0.05% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 54,556 $1.22M 0.28% -14,788 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,026 $1.16M <0.01% +29,738 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,792 $1M <0.01% +3,725 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,500 $906K <0.01% +7,721 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,763 $867K <0.01% -16,203 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35,605 $796K 0.19% +29,273 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,194 $541K <0.01% +11,963 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,045 $538K <0.01% +20,142 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,562 $393K <0.01% -225 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,525 $392K <0.01% -37,732 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,030 $358K <0.01% -1,087 13F-HR Timeline Group Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 15,863 $355K 0.09% +1,006 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,750 $352K <0.01% +10,681 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,364 $344K 0.19% +2 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 13,883 $310K 0.15% +3,171 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% -1 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,389 $299K <0.01% +659 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,040 $292K 0.13% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,284 $275K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,089 $270K 0.01% +548 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 10,789 $241K 0.14% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 10,680 $239K 0.02% -3,388 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,241 $229K 0.01% -2,100 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,240 $207K <0.01% -343 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,179 $138K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,656 $101K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,120 $92.1K <0.01% -2,940 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,405 $76.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,883 $64.5K <0.01% +10 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,188 $48.9K 0.01% +63 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,009 $22.6K <0.01% 0 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 681 $15.2K <0.01% -2 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 446 $9.97K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 300 $6.71K <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 $6.15K <0.01% 0 13F-HR/A Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 108 $2.42K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55 $1.2K <0.01% new 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15 $335 <0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,309,580 $58.6K +1,253,907 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.