BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 20,000 $99.2K <0.01% 0 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 19,700 $97.7K 0.02% new 13F-HR/A Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 18,859 $93.5K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 18,328 $90.9K <0.01% +10,913 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 18,305 $90.8K <0.01% +7,126 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 18,087 $89.7K 0.01% -44,420 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 17,978 $89.2K 0.05% +1,000 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,699 $87.8K <0.01% +6,699 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,164 $85.1K <0.01% +1,318 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 17,087 $84.8K 0.04% -45,006 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,693 $83.7K <0.01% +1,571 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,790 $83.3K <0.01% -397 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,480 $81.7K 0.01% +2,295 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 16,100 $79.9K 0.01% +4,100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,069 $79.7K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,925 $79.5K <0.01% +1,371 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15,500 $77K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,339 $76.1K <0.01% -15,708 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 15,101 $74.9K 0.01% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 15,000 $74.4K 0.04% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,630 $72.6K 0.01% +2,080 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,220 $70.5K <0.01% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 13,567 $67.3K 0.01% -2,897 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,403 $66.5K <0.01% new 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,300 $66K 0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,268 $65.8K 0.01% +53 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,008 $64.5K <0.01% +431 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,001 $64.5K <0.01% -3,264 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,785 $63.4K <0.01% -13,556 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,308 $61K <0.01% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,261 $60.8K 0.05% -15,470 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,250 $60.8K 0.01% new 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 12,008 $59.6K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,347 $56.3K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,042 $54.8K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,346 $51.3K 0.02% +4,438 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,255 $50.9K <0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,150 $50.3K 0.02% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,111 $50.2K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,014 $50K <0.01% 0 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,000 $49.6K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,577 $47.5K <0.01% +7,053 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,023 $39.8K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,735 $38.4K <0.01% -5,265 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,184 $35.6K <0.01% +4,009 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6,906 $34.3K 0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,171 $30.6K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,424 $27.1K <0.01% +1,528 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,444 $27K <0.01% -726 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,235 $26K 0.02% +427 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,044 $25K <0.01% -64 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,600 $22.8K 0.01% +1,900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthCollab, LLC More: the full row for WealthCollab, LLC 4,538 $22.5K 0.01% -1,535 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,377 $21.7K <0.01% +672 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,060 $15.1K <0.01% -1,125 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,940 $14.6K <0.01% +1,000 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,799 $14K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,800 $13.9K 0.01% +1,500 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,762 $13.7K <0.01% +1,989 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,643 $13.1K <0.01% -229 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,455 $12.2K <0.01% -815 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,400 $11.9K <0.01% -387,317 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,390 $11.9K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,001 $9.93K <0.01% -16 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,585 $7.86K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,440 $7.14K <0.01% +314 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,291 $6.4K <0.01% +496 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,059 $5.25K <0.01% +4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 820 $4.07K <0.01% +370 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 792 $3.93K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 791 $3.92K <0.01% -3,072 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 722 $3.58K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 685 $3.4K <0.01% -108 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 610 $3.03K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 575 $3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 523 $2.59K <0.01% +78 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 501 $2.48K <0.01% -999 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $2.48K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 336 $1.67K <0.01% +106 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 335 $1.66K <0.01% +169 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 330 $1.64K <0.01% -393 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 300 $1.49K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 244 $1.07K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 211 $1.05K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 170 $844 <0.01% +15 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 130 $645 <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 124 $615 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 120 $595 <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $496 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $477 <0.01% +30 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 70 $347 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 57 $283 <0.01% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $250 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 50 $248 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 45 $224 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 44 $218 <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $218 <0.01% -39 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 40 $199 <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 22 $109 <0.01% -237,930 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $69 <0.01% +12 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $69 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13 $64 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 11 $55 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $40 <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $10 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $10 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $10 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $5 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 104 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 13 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.