MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,059,602 $135M 0.01% +478,578 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 968,639 $42.8M 7.77% +504,746 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 359,073 $15.9M 0.01% -9,367 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 268,329 $11.8M <0.01% +14,191 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 198,072 $8.75M 0.01% +39 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 160,858 $7.1M 0.12% +76,236 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 152,062 $6.72M <0.01% -6,666 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 124,410 $5.49M <0.01% +5,643 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 104,611 $4.62M <0.01% -4,357 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 96,274 $4.25M 0.01% -54,075 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,993 $3.93M <0.01% +409 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 85,993 $3.8M <0.01% +7,705 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 77,018 $3.4M 0.04% +48,204 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 73,171 $3M 0.24% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,104 $2.65M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 51,467 $2.27M <0.01% +36,846 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 48,061 $2.12M <0.01% -19,625 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 44,071 $1.95M <0.01% -6,286 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 43,030 $1.9M 0.26% new 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 39,089 $1.73M 0.81% -546 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,327 $1.69M <0.01% -22,554 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 35,247 $1.56M 0.19% +4,833 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 36,319 $1.49M 1.51% -9,094 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,904 $1.45M <0.01% 0 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 30,543 $1.35M 0.44% -29,417 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 30,052 $1.33M 0.23% -791 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,688 $1.31M <0.01% +15,081 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 26,543 $1.17M 0.03% +1,356 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,280 $1.12M 0.05% +717 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,183 $1.11M <0.01% -15,924 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 17,002 $751K <0.01% +23 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,931 $748K <0.01% -1,152 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,924 $747K 0.37% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 16,393 $724K 0.84% +10,741 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,956 $705K 0.2% -329 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,641 $647K <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,212 $628K 0.03% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,593 $600K <0.01% +4,991 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 13,470 $595K 0.16% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,338 $589K 0.01% 0 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 12,926 $571K 0.45% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,862 $524K <0.01% +3,391 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,341 $501K <0.01% +7,291 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,655 $471K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,537 $470K <0.01% +5,328 13F-HR/A Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 10,370 $458K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,441 $417K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,874 $392K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,703 $384K <0.01% +3,601 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,535 $377K 0.14% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,490 $375K 0.04% +2,027 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,700 $340K <0.01% +78 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,000 $309K 0.12% -965 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,959 $307K <0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,358 $237K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,873 $215K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,507 $199K <0.01% -11,057 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,600 $155K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,287 $145K <0.01% +1,287 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,064 $135K 0.08% +201 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,369 $131K <0.01% -231 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,822 $125K <0.01% +221 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,495 $110K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,104 $92.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,083 $92K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,883 $83.2K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,823 $80.5K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,782 $78.7K 0.07% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,227 $54.2K 0.01% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 890 $39.3K 0.01% -439 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 708 $31.4K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 723 $29.8K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 636 $28.1K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $26.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 370 $16.3K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 325 $14.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 277 $12.2K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 231 $10.2K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 215 $8.86K <0.01% 0 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/ 170 $7.51K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 83 $3.67K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 60 $2.65K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 48 $2K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $1.94K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 29 $1.28K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3 $132 <0.01% 0 13F-HR Timeline Group 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.