FMR LLC in group FMR LLC More: the full row for FMR LLC 13,071,999 $334M 0.02% -2,053,968 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,064,754 $155M 0.04% +991,914 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,593,808 $143M 0.05% 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,540,002 $142M 0.18% -163,575 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,362,113 $137M 0.03% +461,034 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,140,597 $131M 0.01% +1,064,117 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,681,977 $68.6M 0.03% +311,498 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,411,751 $61.7M 1.78% +98,204 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,326,383 $59.5M <0.01% +374,771 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,305,870 $59M +55,823 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,113,470 $54.1M 0.07% +558,290 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,004,704 $51.3M 1.85% -26,849 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 612,065 $42.2M 6.86% 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,597,300 $40.9M 1.39% +402,900 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,311,377 $33.5M 0.28% -19,318 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,097,107 $28.1M 4.17% +49,809 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,073,676 $27.5M 0.01% +110,978 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 816,233 $20.9M <0.01% +129,733 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 727,536 $18.6M 0.05% +23,741 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 662,561 $16.9M <0.01% +99,676 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,856 $15M 0.41% +26,737 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 555,554 $14.2M 0.18% +38,000 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 534,092 $13.7M +478,329 Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 518,235 $13.3M 0.65% +40,533 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 502,900 $12.9M 1.93% +26,150 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 498,977 $12.8M 0.32% +32,162 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 481,700 $12.3M 0.04% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 480,928 $12.3M 0.55% +4,008 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 479,480 $12.3M 0.25% -53,975 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 460,793 $11.8M 0.03% +19,249 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 458,158 $11.7M <0.01% +58,587 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 449,835 $11.5M 0.02% +22,479 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 443,772 $11.4M 0.11% -456,520 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 422,237 $10.8M 0.67% +33,386 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 428,570 $10.8M 2.61% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 416,364 $10.7M 1.2% +35,502 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 414,300 $10.6M 0.27% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 406,051 $10.4M 0.69% +46,832 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400,950 $10.3M 0.41% +19,719 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 366,581 $9.38M 0.69% -11,615 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 323,655 $8.28M 3.76% +12,081 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 313,208 $8.01M 0.07% +268,929 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 311,235 $7.96M 0.01% -12,055 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 295,934 $7.57M 0.02% +1,422 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 279,693 $7.15M 0.01% +73,439 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 261,892 $6.7M 1.16% +12,989 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 257,835 $6.6M 0.16% +11,767 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 256,410 $6.56M <0.01% -42,329 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 248,532 $6.4M 0.04% -18,681 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 246,451 $6.3M 1.82% +13,806 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 234,243 $5.99M -68,845 Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 223,886 $5.73M 2.01% -1,885 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 219,618 $5.62M 0.15% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 196,601 $5.03M 0.58% +143,224 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 194,758 $4.98M 1.39% +137 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 191,989 $4.91M 0.48% +16,445 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 191,411 $4.9M 0.55% -8,660 13F-HR Timeline CX Institutional More: the full row for CX Institutional 189,283 $4.84M 0.19% -1,620 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 186,087 $4.76M 0.07% -3,225 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 183,835 $4.7M 0.13% +1,548 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 177,767 $4.55M +23,396 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 174,327 $4.46M 0.01% +33,856 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 171,416 $4.38M <0.01% +89,088 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 166,842 $4.27M 0.06% +6,603 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 165,517 $4.23M 0.1% +63,217 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 163,282 $4.18M 0.01% +40,203 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 160,222 $4.08M 0.01% -35,707 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 158,727 $4.06M 0.01% +19,010 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 151,594 $3.91M 0.01% +5,853 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 149,300 $3.82M 0.01% -553,900 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 147,942 $3.78M 0.14% +62,193 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 146,177 $3.74M 0.05% -8,656 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 145,857 $3.73M 0.84% +1,243 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 144,052 $3.68M 0.02% +33,348 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 142,906 $3.66M 2.6% -19,452 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 142,818 $3.65M 0.04% -309 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 141,341 $3.62M 0.85% +5,676 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 129,527 $3.31M 0.75% -85 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 129,190 $3.3M 0.01% +75,701 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 115,113 $2.94M 0.03% -5,111 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 113,107 $2.89M 0.07% +10,429 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 112,762 $2.88M 0.01% +33,443 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 111,262 $2.85M 0.47% -5,193 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 110,502 $2.81M 0.07% -24,614 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 102,855 $2.63M 0.99% +6,474 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 99,590 $2.55M 0.26% -4,156 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 95,233 $2.44M 0.53% 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 93,922 $2.4M 1.22% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 92,595 $2.37M 0.13% -7,754 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 92,578 $2.37M 0.07% +5,975 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 91,998 $2.35M 0.66% +410 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 91,145 $2.33M 0.42% -4,746 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 90,885 $2.32M 0.01% +5,130 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 90,870 $2.32M 0.24% -3,258 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 90,804 $2.32M 0.01% +15,626 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 90,398 $2.31M 0.03% +19,688 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 89,175 $2.28M 0.84% +21,178 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 88,058 $2.25M 0.09% +8,038 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 87,704 $2.24M 0.77% +2,071 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 84,599 $2.16M 1.14% -3,153 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 82,092 $2.1M 1.16% -5,652 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 81,883 $2.08M 0.11% -12,514 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 79,859 $2.04M 1.37% +1,046 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 77,586 $1.98M 0.46% +6,184 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 77,444 $1.98M 0.33% +2,617 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 76,781 $1.96M 1.9% -14,429 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 73,739 $1.89M 0.42% +38,649 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 69,709 $1.78M 0.02% +6,064 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 66,538 $1.75M 0.16% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 64,779 $1.66M 0.01% -11,602 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,911 $1.63M <0.01% +31,903 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 63,129 $1.61M 0.43% -58,288 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 62,546 $1.6M 0.78% -139 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,208 $1.59M 0.01% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 62,111 $1.59M 0.37% +11,819 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 61,228 $1.57M 0.03% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 58,441 $1.49M 0.01% +1,990 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 57,853 $1.48M 0.01% -34,527 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 57,147 $1.46M <0.01% -1,198 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 56,514 $1.45M 0.75% +635 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 55,896 $1.43M 0.28% +2,135 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 55,640 $1.42M 0.05% +465 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 55,203 $1.42M 0.27% -3,512 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 54,494 $1.39M 0.02% +52 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 54,970 $1.39M 1.17% +2,901 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,321 $1.39M <0.01% +12,616 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 52,302 $1.34M 0.02% +9,825 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 51,971 $1.33M 0.53% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 51,700 $1.32M 0.04% +51,535 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 49,076 $1.26M 0.04% +7,563 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 48,940 $1.25M 0.11% -6,193 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47,731 $1.22M 0.13% +250 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 47,686 $1.22M 0.04% +34,171 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47,562 $1.22M 0.15% +466 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 47,520 $1.22M 0.09% +6,922 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 46,153 $1.18M 1.01% +1,175 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 45,782 $1.17M 0.12% +4,247 13F-HR/A Timeline First Interstate Bank More: the full row for First Interstate Bank 44,977 $1.15M 0.07% +7,818 13F-HR Timeline Friday Financial More: the full row for Friday Financial 44,541 $1.14M 0.79% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,504 $1.14M <0.01% +12,194 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 44,222 $1.13M 0.31% -478 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 43,963 $1.12M 0.55% -544 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 43,058 $1.1M 0.32% +5,107 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 42,978 $1.1M 0.28% -160 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 42,672 $1.09M 0.41% +670 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 42,382 $1.08M 0.5% -9,634 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 41,936 $1.07M 0.38% +10,213 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 41,842 $1.07M 0.15% +6,592 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,758 $1.07M 0.01% +3,704 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 41,644 $1.07M 0.7% -2,901 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 41,526 $1.06M +8,135 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 41,465 $1.06M 0.01% -2,912 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 39,599 $1.03M 0.47% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 39,659 $1.01M 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 39,427 $1.01M 0.02% +832 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 39,404 $1.01M 0.19% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 37,300 $954K 0.33% +3,600 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 37,299 $954K <0.01% +943 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 37,305 $954K <0.01% -1,529 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 36,714 $939K 0.11% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 36,646 $937K 0.69% 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 36,096 $923K 0.5% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,907 $919K 0.01% +2,362 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 35,907 $919K 0.01% +2,362 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 35,582 $910K 0.11% +1,196 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35,232 $901K 0.05% +19,210 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 35,010 $896K 0.01% +6,974 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 34,982 $895K 0.05% +8,641 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 34,423 $881K 0.06% +13,443 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 34,349 $879K 0.7% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 33,883 $867K 0.07% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 33,579 $859K <0.01% +6,300 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 33,328 $853K 0.01% +2,310 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 33,362 $843K 0.84% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 32,826 $840K <0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 32,445 $830K 0.01% -4,321 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 32,372 $828K 0.14% -14,518 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 32,082 $821K 0.31% +1,821 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 31,542 $807K 0.12% +3,093 13F-HR Timeline Beta Wealth Group, Inc. 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