PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 702,840 $53.7M 2.15% -1,032,534 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 466,265 $35.7M <0.01% -35,030 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 378,574 $28.9M 0.01% +66,340 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 315,876 $24.2M <0.01% -3,687 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 148,107 $11.3M 1.81% +1,124 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/ 82,660 $6.32M <0.01% -7,331 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 71,392 $5.46M <0.01% +5,173 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 67,634 $5.17M <0.01% +38,022 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. 65,038 $4.97M <0.01% -256 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 56,692 $4.34M <0.01% -68,986 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 39,947 $3.05M 1.09% -18,044 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 35,874 $2.74M 0.1% -131 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 34,510 $2.62M 0.37% -51 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 26,443 $2.02M <0.01% -3,756 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,835 $1.98M 0.07% +22,565 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 23,485 $1.8M 0.17% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,175 $1.39M <0.01% -11,639 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 13,028 $996K 0.35% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,882 $756K <0.01% +25 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,798 $749K <0.01% +787 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,675 $740K <0.01% +2,810 13F-HR/A Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 8,491 $649K 0.21% +52 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,145 $623K <0.01% 0 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 8,109 $620K 0.03% -371 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,752 $593K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,130 $469K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,000 $459K 0.09% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,250 $401K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,144 $393K <0.01% +74 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,105 $390K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,050 $386K <0.01% -90 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,025 $384K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,905 $375K <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,816 $368K 0.02% -318 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,724 $361K 0.04% -237 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,495 $344K <0.01% +1,207 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 4,376 $335K 0.1% -239 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,248 $325K 0.06% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,889 $297K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,738 $286K <0.01% +817 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,623 $277K <0.01% +36 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,580 $274K 0.09% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,501 $268K <0.01% -1 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,500 $268K 0.19% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,089 $236K <0.01% -1,331 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,384 $106K <0.01% +1,347 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,024 $78.3K <0.01% -94 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,000 $76.5K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 400 $30.6K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 350 $26.8K <0.01% 0 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/ 345 $26.3K <0.01% 0 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 326 $25K <0.01% +11 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 321 $24.5K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 172 $13.2K <0.01% -28 13F-HR Timeline 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.