HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,662,495 $51.3M 0.78% -322,179 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 1,462,305 $45.2M 0.01% +130,143 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,397,691 $43.2M 0.28% +137,994 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 963,184 $29.7M 4.52% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 902,641 $27.9M 0.17% -12,948 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 845,576 $26.1M <0.01% +46,867 13F-HR/A Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 776,930 $24M 8.34% -28,069 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/ 749,265 $23.1M <0.01% +34,010 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 667,744 $20.6M 0.6% +7,438 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 579,462 $17.9M 0.02% +215,285 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 487,085 $15M 6.39% +5,131 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 426,209 $13.2M <0.01% +122,799 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 383,457 $11.8M 0.55% -14,727 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 354,816 $11M <0.01% +39,577 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 329,412 $10.2M 2.32% -3,765 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 310,962 $9.6M 3.66% +11,383 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 302,781 $9.35M 0.75% -8,430 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 295,556 $9.13M 1.45% -3,306 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 275,826 $8.52M 0.01% +12,494 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 272,106 $8.4M 0.15% -10,124 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 268,659 $8.3M 2.73% +9,660 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 268,460 $8.29M 1.37% +39,793 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 255,446 $7.89M <0.01% -41,219 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 232,913 $7.19M 2.08% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 181,211 $5.6M 1.87% +70,424 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 134,661 $4.16M 0.01% +60,353 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 131,429 $4.06M 0.14% +3,559 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 118,456 $3.66M 0.43% +102 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 102,362 $3.16M 0.08% +271 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100,768 $3.11M 0.37% +100,643 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 91,534 $2.83M <0.01% +13,684 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 88,033 $2.72M 1.18% +1,323 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 77,988 $2.41M 0.04% -2,422 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 75,270 $2.32M 0.15% -3,066 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 65,174 $2.01M <0.01% +23,547 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 63,199 $1.95M <0.01% +993 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 61,263 $1.89M 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 58,935 $1.82M 0.02% -10,323 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 54,303 $1.68M 0.2% +16,481 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 53,786 $1.66M 0.29% +137 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,687 $1.64M <0.01% -402 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 53,111 $1.64M 1.17% +455 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 52,191 $1.61M 0.22% +16,997 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 52,317 $1.52M 0.17% +6,584 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,738 $1.47M 0.01% +5,651 13F-HR/A Timeline Matrix Trust Co More: the full row for Matrix Trust Co 45,286 $1.4M 0.22% -2,772 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,827 $1.32M <0.01% +22,205 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 41,989 $1.3M 0.32% -8,603 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 41,984 $1.3M 0.01% +1,865 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 41,901 $1.29M 0.51% +2,186 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 41,459 $1.28M 0.2% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 41,131 $1.27M 0.1% +6,185 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 39,611 $1.22M 0.52% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,867 $922K 0.11% +10 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 28,751 $888K 0.49% +10,790 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 27,972 $814K 0.28% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 26,139 $807K <0.01% +29 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,593 $781K <0.01% -55 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,878 $768K <0.01% +8,758 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 24,578 $759K 0.03% +1,580 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 23,210 $717K 0.06% -1,218 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 22,765 $703K 0.13% -391 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,775 $672K <0.01% +1,845 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,543 $665K <0.01% new 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,531 $634K 0.08% +5 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,985 $586K 0.04% -27 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 18,576 $574K 0 Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 18,081 $558K 0.01% +1,287 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,897 $553K 0.01% -180 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,735 $548K <0.01% +3,726 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 17,350 $536K 0.17% +2,537 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,027 $526K <0.01% +1,773 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,680 $484K 0.02% +349 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,646 $483K 0.03% +182 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,827 $458K 0.01% +7,021 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 14,599 $451K 0.42% -97 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,447 $446K 0.03% -4,606 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 14,223 $439K 0.06% +1,776 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 13,003 $402K 0.27% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,003 $402K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,780 $395K 0.04% +2,313 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,245 $378K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,073 $373K 0.01% -4,785 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,728 $362K <0.01% -26,504 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 11,184 $345K 0.2% +1,349 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 10,250 $317K 0.13% +1,836 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,985 $308K 0.01% -96,322 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,895 $306K 0.05% +720 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 9,424 $291K 0.05% -20 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,261 $290K 0.01% -1,000 13F-HR/A Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,270 $286K 0.03% +15 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,897 $275K 0.15% -235 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,802 $271K 0.05% +74 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,672 $268K 0.07% +19 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,474 $262K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,391 $259K <0.01% +28 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,696 $238K 0.02% -240 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,769 $209K 0.04% -475 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,000 $185K <0.01% +2,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,996 $154K <0.01% -33 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,615 $143K 0.01% +2,500 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,001 $92.7K <0.01% -158 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,135 $66K <0.01% +1,063 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,091 $64.6K <0.01% -49 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,840 $56.8K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,416 $43.7K <0.01% +328 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 761 $23.5K <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $18.5K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 538 $16.6K <0.01% new 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 434 $13K <0.01% +287 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $12.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 296 $9.14K <0.01% -1,222 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 203 $6.28K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 177 $5.47K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 137 $4K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 111 $3.45K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $2.44K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 65 $2.01K <0.01% -100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54 $1.67K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53 $1.64K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 21 $667 <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 $279 <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $62 <0.01% new 13F-HR Timeline Group