HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,984,674 $57.7M 0.93% +1,350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,332,162 $38.8M 0.01% +62,113 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,259,697 $36.6M 0.26% +64,902 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 915,589 $26.6M 0.19% new 13F-HR/A Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 804,999 $23.4M 8.15% -54,050 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 798,709 $23.2M <0.01% +211,919 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/ 715,255 $20.8M <0.01% -34,921 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 660,306 $19.2M 0.64% +14,119 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 481,954 $14M 6.42% -2,592 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 398,184 $11.6M 0.56% -12,968 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 364,177 $10.6M 0.01% +55,601 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 333,177 $9.69M 2.03% +13,191 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 315,239 $9.17M <0.01% +108,343 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 311,211 $9.05M 0.81% +49,521 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 303,410 $8.83M <0.01% -62,604 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 299,579 $8.72M 3.67% +17,419 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 298,862 $8.69M 1.54% -897 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 296,665 $8.63M <0.01% +7,620 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 282,230 $8.21M 0.16% +4,611 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 263,332 $7.66M 0.02% +13,607 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 258,999 $7.53M 2.84% -8,943 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 228,667 $6.65M 1.3% +45,107 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 127,870 $3.72M 0.15% -77,823 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 118,354 $3.44M 0.49% +73,846 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 110,787 $3.22M 1.26% +34,599 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 106,307 $3.09M 0.16% -242,657 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 102,091 $2.97M 0.07% -67,203 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 86,710 $2.52M 1.1% +92 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 80,410 $2.34M 0.05% -394 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 79,011 $2.3M 1.58% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 78,336 $2.28M 0.17% -2,593 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 77,850 $2.26M <0.01% -58,828 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 74,308 $2.16M <0.01% +44,003 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 69,258 $2.01M 0.02% +1,932 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 62,206 $1.81M <0.01% +7,495 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,089 $1.57M <0.01% -12,235 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 53,649 $1.56M 0.3% +313 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 52,656 $1.53M 1.22% +715 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 50,592 $1.47M 0.4% +1,273 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 48,058 $1.4M 0.22% -2,344 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 45,733 $1.31M 0.16% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 42,838 $1.25M 0.44% -1,845 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 42,087 $1.22M 0.01% +726 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 41,627 $1.21M <0.01% +21,215 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 40,119 $1.17M 0.01% -1,483 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 39,715 $1.16M 0.5% +2,287 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 39,611 $1.15M 0.53% -2,685 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,232 $1.11M <0.01% +15,490 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 37,822 $1.1M 0.12% +7,548 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 35,194 $1.02M 0.18% +8,651 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 34,946 $1.02M 0.08% +20,357 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,857 $869K 0.11% -1,332 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 27,972 $814K 0.28% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 26,110 $760K <0.01% -164 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,648 $746K <0.01% +5,373 13F-HR/A Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 24,428 $711K 0.06% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 23,156 $674K 0.15% -5,166 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22,998 $669K 0.03% +798 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,622 $600K <0.01% +5,234 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,526 $597K 0.08% -517 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,930 $580K <0.01% +607 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,053 $554K 0.04% -668 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,012 $553K 0.05% -232 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 18,576 $540K +18,270 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,077 $526K 0.01% -9,402 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 17,961 $522K 0.35% +2,765 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,858 $490K 0.01% -47 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 16,794 $489K 0.01% +5,787 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,120 $469K <0.01% -4,734 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,464 $450K 0.03% +1,685 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,331 $446K 0.02% -906 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,254 $444K <0.01% -24,594 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 14,813 $431K 0.15% +2,209 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 14,696 $428K 0.44% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,009 $408K <0.01% new 13F-HR/A Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 12,447 $362K 0.06% +950 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,467 $304K 0.04% new 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,261 $298K 0.01% -8,282 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,074 $293K <0.01% +2,008 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 9,835 $286K 0.18% -313 13F-HR/A Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 9,444 $275K 0.05% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,255 $269K 0.03% -259 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,175 $267K 0.05% +1,578 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 9,132 $266K 0.16% +34 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,728 $253K 0.07% +24 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,653 $252K 0.07% -81 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,474 $247K <0.01% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,414 $245K 0.11% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,363 $244K <0.01% +232 13F-HR/A Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,936 $231K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,806 $227K <0.01% +7,795 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,244 $211K 0.05% -2,855 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,309 $154K 0.02% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,029 $146K <0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,000 $116K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,159 $91.9K <0.01% +410 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,140 $62.3K <0.01% -21 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,115 $61.5K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,518 $44.2K <0.01% -177 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,088 $31.6K <0.01% -947 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,072 $31.1K <0.01% +412 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 758 $22.2K <0.01% +6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $17.5K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $11.6K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 177 $5.15K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 165 $4.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 147 $4K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 137 $4K <0.01% 0 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 125 $3.64K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 111 $3.29K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $2.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 56 $1.63K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54 $1.57K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 29 $844 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 21 $626 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 $262 <0.01% -157 13F-HR Timeline Group 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.