Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 81,508,997 $1.75B +7,135,221 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,442,428 $52.6M 0.33% -84,947 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,119,085 $45.6M 0.12% -142,693 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,956,222 $42.1M 0.68% -684,270 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,954,519 $42.1M <0.01% -215,996 13F-HR Timeline Group 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 1,657,729 $35.7M 0.01% +156,344 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,497,653 $32.2M <0.01% +435,257 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,277,801 $27.5M -79,272 Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,255,116 $27M 4.65% -13,258 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 946,897 $20.4M <0.01% +89,345 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 816,026 $17.5M 0.01% +169,510 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 777,689 $16.7M 0.01% +315,194 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 696,383 $15M 0.07% -13,078 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 510,580 $11M 0.03% +77,817 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 468,535 $10.1M 0.02% +5,974 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 297,437 $6.4M <0.01% +236,473 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 173,307 $3.73M 0.16% -2,922 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 166,814 $3.59M <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 164,623 $3.54M 0.08% +6,890 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 135,329 $2.91M 0.01% +55,129 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 109,652 $2.35M 0.02% +71,765 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 97,093 $2.09M 0.02% -317,372 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 64,179 $1.38M <0.01% +4,126 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 58,776 $1.26M 0.03% -61,120 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,870 $1.2M <0.01% +38,033 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 48,596 $1.05M <0.01% +4,500 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 45,013 $969K 0.39% +6,979 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,718 $941K 0.01% -17,285 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,471 $892K <0.01% +17,426 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 38,287 $824K <0.01% +26,186 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,243 $823K <0.01% +737 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 33,794 $727K <0.01% +21,484 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 32,483 $699K 0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 30,426 $655K 0.01% -1,048 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,596 $551K 0.01% -26,009 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,131 $498K <0.01% +11,851 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,650 $487K <0.01% -3,156 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 21,338 $459K 0.25% +762 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 17,010 $366K 0.12% -8,125 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,952 $365K <0.01% +562 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,354 $352K 0.04% -22,613 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,983 $172K <0.01% +986 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,450 $117K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,214 $90.7K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,900 $41K <0.01% -200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,793 $38.6K <0.01% -10,444 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,678 $36.1K <0.01% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 767 $16.5K 0.01% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 474 $10K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 265 $5.7K <0.01% -15 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 188 $4.05K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14 $301 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.