PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 672,898 $63.7M 2.37% -18,656 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 410,069 $38.8M <0.01% -12,773 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 306,956 $29.1M <0.01% -3,821 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 294,234 $27.9M 0.01% +1,587 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 148,419 $14M 2% -726 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/ 85,826 $8.12M <0.01% -3,665 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 71,410 $6.76M 0.01% 0 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. 62,301 $5.9M <0.01% -1,661 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 54,079 $5.12M 1.56% +5,147 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 48,945 $4.63M <0.01% -1,425 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 42,230 $4M 0.11% +6,356 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 33,605 $3.38M 0.44% -400 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,868 $3.02M <0.01% +3,908 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 30,245 $2.86M -2,419 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 28,841 $2.73M 0.04% -1,073 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 23,485 $2.22M 0.14% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 23,200 $2.2M <0.01% -6,692 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 22,565 $2.14M <0.01% +739 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 14,204 $1.34M 0.37% +6,859 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,187 $1.25M 0.22% +73 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,122 $958K <0.01% -1,244 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,360 $886K <0.01% -602 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,908 $843K 0.14% 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,492 $804K 0.21% +1 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,903 $748K 0.03% -6 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,619 $721K 0.08% -96 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,723 $636K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,130 $580K 0.04% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,030 $571K <0.01% +1,633 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,754 $545K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,441 $515K <0.01% -42 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,329 $504K 0.02% -35,313 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,105 $501K <0.01% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,250 $497K 0.08% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,132 $486K 0.05% +408 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,050 $478K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,830 $457K <0.01% -162 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,815 $456K 0.02% -3 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,552 $431K <0.01% -321 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 4,376 $414K 0.15% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,358 $413K <0.01% -41,844 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,248 $402K 0.06% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,889 $368K 0.01% 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 $331K <0.01% -1 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,500 $331K 0.22% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,112 $295K <0.01% 0 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,345 $222K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,238 $212K <0.01% -1,385 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,000 $94.7K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 831 $78.7K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 730 $69.1K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 590 $55.8K <0.01% +293 13F-HR/A Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 400 $37.9K 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 375 $35.5K <0.01% -70 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 350 $33.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 326 $30.9K <0.01% -58 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 321 $30.4K <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 230 $21.8K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 200 $18.9K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 172 $16.3K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 52 $4.92K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36 $3.41K <0.01% new 13F-HR Timeline