Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 293,088 $12.4M 3.47% +21,106 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 290,246 $12.2M 0.21% +145,123 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 74,497 $3.14M 0.37% -436 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 48,581 $2.05M 0.02% new 13F-HR Timeline Group KEMPNER CAPITAL MANAGEMENT INC. More: the full row for KEMPNER CAPITAL MANAGEMENT INC. 22,500 $949K 0.53% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,494 $907K <0.01% +14,415 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,942 $799K <0.01% -4,496 13F-HR Timeline Group COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 18,255 $770K 0.09% 0 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 15,615 $659K 0.02% 0 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,305 $477K <0.01% +427 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,816 $414K 0.04% -68 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,531 $360K 0.01% +650 13F-HR Timeline Group Team Hewins, LLC More: the full row for Team Hewins, LLC 8,220 $347K 0.13% 0 13F-HR/A Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 6,801 $287K 0.26% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,509 $275K <0.01% +992 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,271 $265K 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,893 $249K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,996 $169K <0.01% +436 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,248 $137K <0.01% +3,178 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,750 $73.8K 0.04% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,375 $57K <0.01% -454 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,265 $53.6K <0.01% +180 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,200 $50.6K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 750 $32K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 750 $31.6K <0.01% 0 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. 700 $29.5K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 498 $21K <0.01% +120 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 367 $15.5K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 255 $10.8K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 250 $10.5K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 200 $8.71K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 $8.44K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 169 $7.13K <0.01% +107 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 150 $6.33K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 64 $2.7K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40 $1.69K <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.