MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,382,044 $212M 0.01% -142,369 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,866,919 $90.4M 0.06% -39,380 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,144,546 $55.4M +133,524 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,070,130 $51.8M <0.01% -117,138 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,019,123 $49.3M 0.01% -76,635 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 809,467 $39.2M 0.01% -236,150 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 660,725 $32M 0.01% -60,296 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 489,625 $23.7M 0.53% +3,150 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 458,127 $22.2M 0.35% +10,858 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 415,648 $20.1M 14.46% -326 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 399,223 $19.3M 0.03% +94,623 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 399,117 $19.3M 0.01% -18,911 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 376,409 $18.2M <0.01% +68,335 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 314,557 $15.2M 0.02% +2,625 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 256,164 $12.4M 0.65% -30,500 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 254,505 $12.3M 0.16% +249,209 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 241,378 $11.6M 0.02% +14,298 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 236,859 $11.5M 0.7% +232,631 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 236,296 $11.4M 2.08% -16,736 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 230,065 $11.1M 0.65% -5,189 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 215,439 $10.4M 2.56% +754 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 204,424 $9.9M 2.2% -658 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 196,210 $9.5M 0.11% -6,000 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 186,220 $9.01M 0.08% +10,088 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 172,554 $8.35M 0.01% +32,908 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 165,606 $8.02M 0.88% -13,202 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 160,544 $7.77M 0.08% +155,068 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 148,850 $7.23M 0.01% +126,382 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 137,817 $6.67M 0.54% +5,803 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 134,351 $6.5M 0.11% +9,980 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 134,287 $6.5M 0.85% +106,829 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 126,525 $6.13M <0.01% +24,680 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 126,417 $6.12M 3.1% +11,394 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 123,766 $5.99M 0.07% +4,805 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 116,497 $5.64M 0.96% -12,964 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 110,328 $5.34M 0.02% -178 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110,010 $5.33M 0.02% +9,538 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 103,920 $5.03M <0.01% +6,617 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 99,187 $4.8M 0.49% -550 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 84,549 $4.09M 0.06% +11,655 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 83,140 $4.02M 0.32% +15,928 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 75,959 $3.68M 0.09% -425 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 74,759 $3.62M 0.05% -3,198 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 70,165 $3.4M 0.06% -33,925 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 68,877 $3.33M 0.6% +18,984 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 68,150 $3.3M 0.3% +3,139 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 66,207 $3.21M 0.02% +1,595 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 65,696 $3.18M 0.32% -2,428 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 56,649 $2.74M 0.37% +6,953 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,908 $2.66M 0.01% +2,476 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 54,051 $2.62M <0.01% -1,099 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 53,326 $2.58M 0.02% +2,850 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 51,038 $2.47M 0.18% -22,873 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 50,909 $2.46M 0.05% +8,155 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 50,160 $2.43M 1.8% -1,500 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50,058 $2.42M 0.76% new 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 48,888 $2.37M 0.31% +12,401 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 48,126 $2.33M 0.37% +3,983 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 47,923 $2.32M 0.02% -1,175 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,740 $2.31M 0.05% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 46,348 $2.24M 0.03% +82 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 45,600 $2.21M 1.3% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,720 $2.07M <0.01% -15,636 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 41,945 $2.03M 0.06% +17,723 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,574 $1.96M 0.05% +35,001 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,605 $1.92M <0.01% +39,281 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 37,748 $1.83M 1.05% +179 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 35,810 $1.82M 0.06% -1,360 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,729 $1.73M 0.01% -2,208 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,276 $1.66M <0.01% -4,989 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 31,568 $1.53M 0.1% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,531 $1.53M <0.01% +7,434 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,758 $1.44M <0.01% -2,087 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 29,687 $1.44M <0.01% +1,564 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 29,621 $1.43M 0.09% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 29,481 $1.43M 0.01% +473 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,443 $1.38M <0.01% +974 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,945 $1.35M <0.01% +12,294 13F-HR Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 27,786 $1.35M 1.33% 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 27,447 $1.33M 0.25% +7,660 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,433 $1.33M 0.11% -1,056 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 26,036 $1.26M 1.44% -484 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 25,301 $1.22M 0.15% +2,301 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,492 $1.19M 0.26% +449 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,188 $1.17M 0.03% +1,435 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,829 $1.15M <0.01% +2,205 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,801 $1.15M 0.01% +972 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,335 $1.13M <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,091 $1.07M 0.02% -724 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 22,065 $1.07M 0.68% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,739 $1.05M 0.02% +1,036 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 21,353 $1.03M 0.25% +16,510 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 21,319 $1.03M 0.01% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 20,740 $1M 0.35% -684 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,451 $990K 0.01% -6,157 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,211 $960K 0.02% +1,974 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,390 $939K 0.03% +1,409 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,155 $928K 0.06% -19 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 18,997 $920K 0.79% +1,226 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,225 $882K 0.4% +2 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 18,055 $874K 0.34% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 17,974 $870K 0.29% +3,961 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 17,542 $849K 0.36% +348 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,114 $828K 0.04% +15,486 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 16,800 $813K 0.65% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,750 $810K 0.11% -7,044 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,315 $790K <0.01% +9,045 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 15,739 $762K 0.03% -168 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,572 $754K 0.11% +1,772 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 15,297 $741K 0.34% +420 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 14,400 $697K <0.01% -3,800 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 14,226 $689K 0.17% -827 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,153 $685K 0.05% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,455 $651K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $649K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,176 $638K <0.01% +1,579 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,019 $630K 0.01% +484 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,897 $624K 0.39% -3,608 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 12,647 $612K <0.01% +1,375 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $611K 0.09% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 12,464 $608K 0.79% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 12,035 $606K 0.41% -485 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,384 $600K 0.07% -1,000 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,014 $582K 0.17% -2,420 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,498 $557K <0.01% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,490 $556K <0.01% +6,875 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,272 $546K 0.28% -328 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,011 $533K 0.01% +234 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,300 $499K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,088 $488K 0.02% -67 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,628 $466K 0.03% -31 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 9,443 $457K 0.28% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,438 $457K 0.05% -70 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,324 $451K 0.01% +25 13F-HR Timeline Group Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 9,312 $451K 0.37% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,290 $450K 0.01% -645 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,170 $444K 0.02% +194 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $431K 0.18% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,653 $419K <0.01% new 13F-HR/A Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,583 $416K 0.18% +1,790 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,349 $404K 0.01% -8,078 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,990 $387K 0.13% +158 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,931 $384K 0.01% -20 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,715 $373K 0.12% +611 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 7,684 $372K 0.24% -4,377 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,300 $370K 0.01% +144 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,317 $360K 0.02% +2,598 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,339 $360K <0.01% +594 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,437 $360K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,197 $348K 0.08% +1,357 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 7,000 $339K 0.04% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,840 $331K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,786 $329K 0.03% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,431 $311K 0.04% +1,435 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,300 $305K 0.01% +2,150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,116 $296K <0.01% -1,302 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,086 $295K 0.04% -411 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,904 $286K <0.01% -130 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $285K 0.06% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,883 $285K 0.13% +1,695 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,790 $280K <0.01% +292 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,730 $277K 0.02% +411 13F-HR Timeline Sunbelt Securities, Inc. 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