MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,804,419 $129M 0.01% +174,051 13F-HR/A Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 823,835 $37.9M 5.66% -591,137 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 349,702 $16.1M 0.01% -502 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/ 289,060 $13.3M <0.01% +3,751 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 182,922 $8.42M <0.01% +38,711 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 152,062 $7M <0.01% -33 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 121,479 $5.59M <0.01% -7,225 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 106,710 $4.92M <0.01% -3,115 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 99,185 $4.57M <0.01% -365 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 94,292 $4.34M 0.05% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 89,844 $4.14M 0.01% +33,348 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 84,070 $3.87M <0.01% +8,712 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,591 $3.67M <0.01% -57,440 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 73,209 $3.37M 0.13% -17,789 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 66,285 $3.05M <0.01% -42,791 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,592 $2.51M <0.01% -67,264 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,204 $2.45M 0.02% -28,323 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 49,276 $2.27M 1.69% +1,491 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 34,457 $1.59M 0.51% -867 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,989 $1.33M <0.01% -8,259 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 28,945 $1.33M 0.2% -1,107 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,937 $1.29M <0.01% +2,886 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 27,062 $1.25M 0.03% +509 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,297 $1.21M <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,742 $1.19M <0.01% +509 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,287 $1.16M 0.05% -73,223 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 22,203 $1.02M 0.31% -2,567 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,067 $1.02M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,787 $819K <0.01% -376 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,006 $783K <0.01% +520 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,931 $780K <0.01% 0 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,924 $779K 0.3% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 16,545 $762K 0.19% +545 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,302 $705K <0.01% -430 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,757 $624K <0.01% +2,073 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,537 $619K <0.01% +1,365 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,338 $614K 0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,246 $610K <0.01% +343 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,222 $517K 0.06% -44 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,655 $491K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,428 $480K 0.01% +373 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,283 $474K <0.01% +4,920 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 9,109 $419K 0.03% -221 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,610 $397K <0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,535 $393K 0.12% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,700 $360K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,000 $322K 0.1% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,959 $320K <0.01% 0 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,808 $314K 0.08% -6,011 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,358 $247K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,871 $224K <0.01% -2,100 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,812 $222K <0.01% -792 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,487 $207K 0.03% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,600 $170K <0.01% 0 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 $155K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,289 $151K <0.01% +118 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,193 $147K 0.07% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,247 $103K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,104 $96.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,100 $96.7K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,090 $96.2K <0.01% -1,200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,882 $86.7K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,764 $81.2K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,717 $79.1K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,705 $78.5K 0.06% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,562 $71.9K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,227 $56.5K 0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 757 $34.9K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 665 $30.6K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $27.6K <0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 416 $19.2K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 409 $18.8K <0.01% +3 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 403 $18.6K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 370 $17K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 325 $15K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 277 $12.8K <0.01% -1 13F-HR/A Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 200 $9.21K 0.03% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 170 $7.83K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 131 $6.03K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 83 $3.82K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $2.03K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 48 $2K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $1.38K <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 $138 <0.01% 0 13F-HR Timeline Group