Maia Wealth LLC More: the full row for Maia Wealth LLC 33,607 $3.97M 0.68% +4,464 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 33,200 $3.96M 2.95% +5,514 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 32,767 $3.91M 3.98% -32 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 31,799 $3.79M 3.84% -5,285 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 31,673 $3.78M 3.91% 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 31,621 $3.77M 1.94% +11,591 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 31,323 $3.74M 1.23% +254 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,647 $3.66M 0.13% +694 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 30,235 $3.61M 0.05% -2,691 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,636 $3.54M 0.01% -132,918 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 29,330 $3.5M 1.7% +40 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 29,322 $3.5M 0.12% +5,067 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 29,263 $3.49M 1.12% +12,164 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 29,162 $3.48M 0.19% -1,468 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 29,011 $3.46M 0.92% +11,600 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 28,233 $3.37M 2.73% +113 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 28,291 $3.36M 2.93% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,170 $3.36M 0.08% +4,573 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,060 $3.35M 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 27,850 $3.32M 0.1% -90,046 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 27,328 $3.26M 5.6% -2,633 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 27,284 $3.26M 0.88% +10,179 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 26,482 $3.16M 0.35% +14,562 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 26,075 $3.11M 0.13% +906 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 25,653 $3.06M 0.05% -173,115 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 25,405 $3.03M 2.21% +197 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 25,334 $3.02M 1.68% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,121 $3M 0.02% -313 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 24,746 $2.95M 1.2% -11 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,659 $2.94M 0.11% -20,965 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 24,555 $2.93M 1.66% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 24,501 $2.92M 1.22% +1,505 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 24,243 $2.89M 0.21% +7,267 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 24,214 $2.89M 1.23% -109,296 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,862 $2.87M 0.1% +15,274 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 23,926 $2.85M 0.88% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,346 $2.79M 0.1% -35,699 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 22,976 $2.74M 1.77% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 22,873 $2.73M 0.32% +4,345 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,824 $2.72M 0.05% +1,417 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,630 $2.7M 0.02% -5,045 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,405 $2.67M <0.01% -1,218 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 22,240 $2.65M 0.34% +11,232 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 21,734 $2.59M 2.24% +14,979 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 21,364 $2.57M 0.17% -4,554 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 21,898 $2.56M 1.72% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 21,440 $2.56M 2.13% -153 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,412 $2.55M 0.02% +1,167 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,187 $2.53M <0.01% +14,240 13F-HR Timeline Group Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 21,164 $2.52M 2.48% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 20,936 $2.52M 0.25% +384 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,011 $2.51M 0.03% -16,332 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 20,949 $2.5M 0.49% +568 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,617 $2.46M 0.09% +1,865 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,167 $2.41M 0.08% +4,043 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,477 $2.39M 0.06% +5,893 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,665 $2.35M 0.04% +1,950 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 19,646 $2.34M 0.81% +17,916 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 19,164 $2.29M 2.37% 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 18,933 $2.26M 2.01% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,823 $2.25M 0.13% -3,397 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,487 $2.21M 0.13% +9,729 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 18,386 $2.18M 0.74% +7,737 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 18,251 $2.18M 1.28% +5,587 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 17,829 $2.13M 1.68% -363 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,822 $2.13M 0.04% +1,903 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,688 $2.11M 0.09% -12,566 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 17,357 $2.07M 0.29% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,325 $2.07M 0.25% +5,985 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 17,261 $2.06M 0.5% +1,836 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17,115 $2.04M 0.13% +187 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 17,047 $2.03M 0.85% +12,427 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,424 $1.96M <0.01% +14,473 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 16,143 $1.93M 1.68% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 16,105 $1.92M 0.79% -20 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,964 $1.9M 0.69% +361 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 15,891 $1.9M 1.81% 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 15,755 $1.88M 0.4% +4,198 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 15,565 $1.86M 1.17% 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 15,299 $1.83M 0.66% +37 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 15,279 $1.82M 1.02% +4,952 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 15,255 $1.82M <0.01% -717 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,227 $1.82M 0.27% +2,619 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,039 $1.79M 0.07% +8,338 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,998 $1.79M 0.03% +2,829 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,983 $1.79M 0.02% -777 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 14,961 $1.79M 1.53% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 14,958 $1.78M 0.16% new 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,724 $1.76M 0.65% -252 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 14,476 $1.73M 0.56% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 14,444 $1.72M 0.62% +8,458 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 14,367 $1.71M 1.44% +688 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,229 $1.7M 0.14% +1,362 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,131 $1.69M 0.06% +800 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,064 $1.68M 0.08% +452 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 13,882 $1.66M 1.28% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,762 $1.66M 0.34% -7,292 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,855 $1.65M 0.63% +2,666 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13,798 $1.65M 1.18% +5,346 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,718 $1.64M 0.61% +3,947 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 13,676 $1.63M 0.12% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,660 $1.63M 0.02% 0 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 13,628 $1.63M 1.01% -52 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,587 $1.62M 0.27% -4,665 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13,487 $1.61M 0.14% +908 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,352 $1.61M 0.06% +4,770 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,381 $1.6M 0.13% +2,536 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 13,075 $1.56M 1.55% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,058 $1.56M 0.23% +5,069 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,003 $1.55M 0.52% +1,104 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 12,958 $1.55M 0.35% +1,931 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 12,662 $1.51M 1.25% +5,252 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,078 $1.44M <0.01% -14,440 13F-HR Timeline Group QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 12,033 $1.44M 1.27% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,811 $1.41M 0.21% +9,636 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,640 $1.39M 0.01% -4,730 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,593 $1.38M 0.25% +151 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 11,577 $1.38M 0.48% +194 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,571 $1.38M 0.09% +924 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,192 $1.34M +3,307 Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 11,152 $1.33M 0.39% +1,844 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,939 $1.33M 0.65% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 11,037 $1.32M 0.56% +1,230 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,929 $1.3M 0.36% +4,868 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,895 $1.3M 0.1% +651 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,871 $1.3M +152 Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,912 $1.3M 0.85% +3,892 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,865 $1.3M 0.09% +3,073 13F-HR/A Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,806 $1.29M 0.42% -554 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,800 $1.29M 0.36% +536 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,515 $1.25M 0.01% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,504 $1.25M <0.01% +5,323 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 10,378 $1.24M 0.66% -1,201 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,311 $1.23M <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,231 $1.22M 0.03% -602 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,226 $1.22M <0.01% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,117 $1.21M 0.02% -20,484 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,982 $1.19M 0.05% +3,021 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,709 $1.16M 0.41% -5 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,654 $1.15M 0.02% -345 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,614 $1.15M 0.21% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,609 $1.15M <0.01% +3,876 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 9,602 $1.15M 1.01% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,585 $1.14M 0.38% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 9,502 $1.13M 0.23% -332 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 9,485 $1.13M 0.72% +3,493 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 9,225 $1.1M 0.99% 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 9,210 $1.1M 0.75% +2,827 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 9,188 $1.1M 0.86% +1,675 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 9,077 $1.08M 0.68% -342 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,786 $1.05M 0.58% +2,964 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 8,663 $1.04M 0.17% +8,523 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,660 $1.03M <0.01% +6,902 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 8,638 $1.03M 0.15% -13,888 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,551 $1.02M 0.39% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,518 $1.02M <0.01% +3,882 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,432 $1M 0.01% +4,693 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,295 $990K 0.13% -241 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,285 $988K <0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,178 $976K 0.56% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,997 $954K 0.17% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 7,904 $943K 0.16% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,878 $929K 0.24% -828 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,453 $889K <0.01% +3,959 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 7,349 $877K 0.45% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,325 $874K 0.25% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 7,323 $874K 0.5% +245 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,287 $869K 0.11% +1,193 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,281 $869K 0.07% +275 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 7,189 $858K 0.6% -3,631 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,130 $851K 0.01% new 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,086 $846K 0.12% +3,757 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,139 $842K 0.19% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 6,939 $828K 0.3% +710 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 6,933 $827K 0.73% 13F-HR Timeline OMNI 360 Wealth, Inc. 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