Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 77,782,766 $1.67B -72,409 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 3,168,185 $68.1M 0.01% +975,606 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,081,221 $66.2M 0.36% +311,379 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,652,142 $57M 0.01% +198,336 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,378,561 $51.1M 0.13% +189,498 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,185,462 $47M <0.01% +257,025 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,097,474 $45.1M 0.69% +762,361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LPL Financial LLC More: the full row for LPL Financial LLC 1,847,504 $39.7M 0.01% +587,800 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,836,929 $39.5M <0.01% +80,189 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,763,997 $37.6M 0.02% +400,239 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,417,726 $30.5M +180,978 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,196,245 $25.7M <0.01% +164,471 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 935,273 $20.1M 4.86% +84,735 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 631,659 $13.6M 0.01% +80,603 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 623,952 $13.4M 0.05% -26,048 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 511,672 $11M 0.02% +67,987 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 459,422 $9.87M 0.2% +81,527 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 459,248 $9.87M <0.01% -117,983 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 217,285 $4.67M 0.05% +28,587 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 217,164 $4.67M +5,270 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 213,606 $4.59M 0.09% -8,948 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 202,559 $4.35M 0.16% -27,503 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 192,516 $4.14M 0.16% +7,424 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 191,551 $4.12M 0.01% +138,019 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 139,427 $3M 0.07% -66,468 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 130,554 $2.81M <0.01% +2,810 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 112,937 $2.43M 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 106,371 $2.29M 0.01% +80,992 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 104,663 $2.25M <0.01% +44,508 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 84,428 $1.81M <0.01% -7,512 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72,335 $1.55M 0.01% +8,902 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 71,960 $1.55M 0.02% +2,745 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 69,525 $1.49M <0.01% +863 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 58,515 $1.25M <0.01% -75,201 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,665 $1.15M <0.01% +5,812 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,025 $968K <0.01% +6,371 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,150 $949K <0.01% +1,726 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 41,036 $882K 0.29% -3,259 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 38,330 $824K 0.23% +12,474 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,758 $725K 0.04% +10,261 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 33,324 $716K 0.02% +10,176 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31,343 $674K 0.01% +347 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,299 $630K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 28,456 $612K <0.01% +17,026 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,656 $594K <0.01% +1,860 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,976 $580K 0.03% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,560 $506K 0.01% +436 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 22,295 $479K 0.23% -1,201 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,392 $438K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,414 $374K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,078 $346K <0.01% +4,875 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,609 $335K <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,765 $274K <0.01% +656 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 12,035 $259K 0.03% -876,492 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,500 $226K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,855 $212K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,335 $201K <0.01% -448 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 Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 4,749 $102K 0.1% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,900 $41K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,068 $23K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 892 $19.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 792 $17K <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 745 $16K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 691 $14.8K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 412 $9K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 375 $8.06K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 279 $6K <0.01% -7,827 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 268 $5.77K <0.01% -1,173 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 162 $3.48K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 139 $2.99K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128 $2.74K <0.01% -7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 91 $1.96K <0.01% -1,621 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 55 $1.18K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47 $1.01K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 27 $581 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $25 <0.01% new 13F-HR Timeline