PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 147,257 $8.9M 0.34% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 61,616 $3.72M 0.36% +517 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,700 $2.52M <0.01% new 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 34,633 $2.09M 0.42% -2,894 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 81,859 $2.09M 3.83% new 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 18,518 $1.12M 0.11% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,315 $986K <0.01% new 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 15,615 $944K 0.02% 0 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 13,996 $846K <0.01% +3,477 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/ 13,979 $845K <0.01% +285 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,595 $822K 0.11% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,503 $816K <0.01% +6,011 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,183 $797K <0.01% -1,822 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 11,551 $698K 0.02% +180 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,060 $548K 0.04% +500 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 8,220 $497K 0.15% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,254 $443K <0.01% +3,904 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 6,801 $411K 0.29% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,419 $388K <0.01% +1,153 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 6,279 $380K 0.03% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,893 $356K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,130 $310K <0.01% +4,800 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,504 $272K <0.01% -24,358 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,267 $258K 0.19% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,249 $257K <0.01% -1,326 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,750 $227K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,177 $189K <0.01% +488 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,750 $106K 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 1,699 $103K <0.01% +510 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,643 $99.3K <0.01% -105 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,300 $89.8K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,207 $74.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,200 $72.6K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,250 $72.2K <0.01% +1,000 13F-HR/A Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 750 $45.3K <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 $42.3K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 653 $39.5K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 271 $16.4K <0.01% +107 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 $12.1K <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 $10.2K <0.01% 0 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 150 $9.07K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 90 $5.44K <0.01% -300 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 58 $4K <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 $2.42K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $242 <0.01% 0 13F-HR Timeline Group