FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,419,856 $309M 0.07% -478,610 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,397,651 $94.3M 1.28% -198,408 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,857,864 $39.8M 3.17% +947,777 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,194,982 $25.6M <0.01% +463 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/ 978,531 $21M <0.01% -11,199 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 829,024 $17.8M <0.01% +161,103 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 751,190 $16.1M 4.12% +17,585 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 447,173 $9.59M 0.04% +27,996 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 380,295 $8.15M 0.01% +26,709 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 320,980 $6.88M 0.06% +29,974 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 274,685 $5.89M <0.01% +23,979 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 238,524 $5.11M +13,988 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 176,968 $3.79M <0.01% +58,586 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 165,319 $3.54M <0.01% +4,101 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 139,124 $2.98M 0.64% +9,185 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 130,702 $2.81M <0.01% +14,604 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 124,928 $2.68M <0.01% +10,415 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 118,963 $2.55M <0.01% -12,777 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 74,286 $1.59M <0.01% +26,165 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 63,132 $1.35M 0.01% +4,912 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 58,317 $1.25M 0.03% +2,011 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 51,173 $1.1M 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 37,256 $799K 0.01% -274 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,730 $573K <0.01% +16,131 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,237 $520K <0.01% -15,544 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,906 $427K <0.01% -42,346 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,523 $419K <0.01% -2,207 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,182 $411K <0.01% +9,251 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,477 $332K <0.01% -227 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,004 $322K <0.01% +99 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,266 $306K <0.01% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 11,644 $250K 0.05% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,914 $234K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,254 $220K <0.01% +1,970 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,437 $117K <0.01% -401 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,131 $110K <0.01% +1,322 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,060 $108K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,266 $27.1K <0.01% +1,103 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 687 $14.7K -379 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 461 $9.88K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 304 $6.48K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 215 $4.61K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 136 $2.92K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 99 $2.13K <0.01% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5 $107 <0.01% new 13F-HR Timeline