Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,676,200 $84.9M 8.22% +808,888 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,174,115 $50.2M 11.83% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 835,786 $19.3M 1.33% -43,638 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 621,712 $14.4M 5.08% -286,860 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 483,413 $11.2M <0.01% +71,512 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 448,171 $10.4M <0.01% +31,254 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 415,339 $9.59M <0.01% +74,284 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 238,901 $5.52M 0.73% +187,010 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 139,971 $3.23M <0.01% new 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 131,187 $3.03M 1.09% +397 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 130,009 $3M 0.01% +19,501 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,183 $2.45M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 97,968 $2.26M <0.01% +18,195 13F-HR Timeline Group Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 92,532 $2.14M 1.88% +8,298 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 79,886 $1.84M <0.01% -387,442 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 60,665 $1.4M 0.01% +16,751 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 57,215 $1.32M 0.87% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 51,235 $1.18M 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,639 $1.12M 0.01% +1,102 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 44,243 $1.02M 0.2% +34,175 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,847 $1.01M <0.01% new 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 42,865 $990K <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 38,309 $903K 0.15% +1,473 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 32,431 $749K 0.5% +15,142 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,536 $722K <0.01% +25,409 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 30,607 $720K 0.3% +1,371 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 28,096 $649K 0.46% +9,799 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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More: the full row for OSAIC HOLDINGS, INC. 22,116 $511K <0.01% +5,662 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,789 $481K <0.01% +795 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,901 $460K <0.01% +154 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 19,051 $440K <0.01% -53 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 17,315 $400K 0.13% +1,500 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 16,928 $391K 0.04% +1,679 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/ 15,638 $361K <0.01% +1,323 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,923 $345K 0.02% +1,177 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,854 $343K <0.01% +2,403 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,819 $296K <0.01% +8,355 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,541 $290K 0.05% -12,348 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 12,509 $289K 0.09% -131 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,982 $277K <0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,367 $263K <0.01% +2,025 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,473 $242K <0.01% -1,642 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,330 $239K 0.17% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,245 $214K 0.01% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,043 $209K 0.01% +636 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 8,740 $202K 0.04% +90 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 9,450 $175K 0.09% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,685 $108K 0.04% +148 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,278 $75.7K 0.01% +943 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,117 $48.9K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,542 $35.2K <0.01% +535 13F-HR/A 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 $23.1K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 716 $16.5K <0.01% +6 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 497 $11.5K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 238 $5K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 191 $4.41K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 142 $3.28K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 42 $970 <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 34 $785 <0.01% -1,399 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32 $739 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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