Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,499,641 $104M 9.07% +823,441 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,247,916 $66.4M 0.05% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,221,653 $51.4M 10.52% +47,538 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 834,395 $19.3M 1.23% -1,391 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 487,269 $11.3M <0.01% +39,098 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 460,908 $10.7M <0.01% +45,569 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 375,756 $8.7M 2.4% -245,956 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 316,541 $7.33M <0.01% -166,872 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 294,945 $6.83M 0.79% +56,044 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 156,512 $3.62M 1.19% +25,325 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 132,380 $3.07M <0.01% +34,412 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 120,100 $2.78M 0.01% +77,235 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 114,025 $2.64M 0.01% -15,984 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 100,865 $2.34M 1.88% +8,333 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 75,800 $1.76M 0.01% +27,161 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 69,729 $1.61M 0.01% +9,064 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 65,819 $1.52M 0.01% +14,584 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 61,039 $1.41M <0.01% +29,503 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 60,195 $1.39M 0.85% +2,980 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,847 $1.02M <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 40,907 $947K 0.15% +2,598 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,009 $927K <0.01% +16,724 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 35,847 $830K 0.13% -8,396 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 35,790 $829K 0.5% +3,359 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 33,186 $767K 0.3% +2,579 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/ 31,057 $719K <0.01% +15,419 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 30,600 $709K <0.01% +3,362 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 28,096 $651K 0.43% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 25,631 $594K 0.27% +2,088 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,404 $542K <0.01% +1,288 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 23,294 $539K <0.01% +4,243 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,720 $526K <0.01% +5 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,465 $520K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,621 $477K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,359 $472K <0.01% -430 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,069 $465K <0.01% +168 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,439 $450K <0.01% -60,447 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 17,487 $404K 0.04% +559 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 17,315 $401K 0.12% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,796 $389K <0.01% +1,942 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,468 $358K 0.01% +545 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,385 $287K <0.01% +1,912 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,153 $281K <0.01% -666 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,982 $278K <0.01% 0 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,548 $267K 0.04% -993 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,329 $262K <0.01% -38 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,623 $246K <0.01% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,569 $244K <0.01% new 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,330 $239K 0.16% 0 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,643 $223K 0.01% +600 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 8,895 $206K 0.1% +155 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,876 $206K 0.01% -369 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,034 $140K 0.01% +6,000 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,559 $106K 0.03% -126 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,600 $105K 0.04% -3,850 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,151 $96.1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,088 $94.7K 0.03% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,278 $75.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,117 $49K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,953 $45.2K <0.01% +1,762 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,875 $43.4K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,080 $25K <0.01% +364 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,000 $23.2K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 672 $15.6K <0.01% -870 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 497 $11.5K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 477 $11K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 238 $6K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 42 $973 <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $116 <0.01% 0 13F-HR Timeline