HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,857,277 $58.4M 0.86% +194,782 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 1,553,706 $48.9M 0.01% +91,401 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,490,134 $46.9M 0.29% +92,443 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,043,052 $32.8M 4.63% +79,868 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 957,920 $30.1M <0.01% +112,344 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 829,370 $26.1M <0.01% +80,105 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 706,302 $22.2M 0.61% +38,558 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 647,836 $20.4M 0.02% +68,374 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 598,903 $18.8M 2.38% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 494,151 $15.5M 6.07% +7,066 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 443,338 $13.9M <0.01% +17,129 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 409,398 $12.9M 0.58% +25,941 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 403,562 $12.7M <0.01% +48,746 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 370,244 $11.6M 0.83% +101,784 13F-HR/A Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 367,171 $11.5M 2.54% +37,759 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 334,051 $10.6M 0.02% +199,390 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 328,724 $10.3M 3.76% +17,762 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 310,439 $9.76M 0.06% -592,202 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 308,233 $9.76M 0.37% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 305,276 $9.6M 0.73% +2,495 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 293,727 $9.24M 1.38% -1,829 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 285,150 $8.95M 0.01% +9,324 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 282,254 $8.88M 0.15% +10,148 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 278,166 $8.75M 2.69% +9,507 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 242,734 $7.63M 2.13% +9,821 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 219,030 $6.89M 2.15% +37,819 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 217,768 $6.85M <0.01% -37,678 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200,236 $6.3M 0.69% +99,468 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 111,925 $3.52M 0.39% +57,622 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 108,707 $3.42M <0.01% +43,533 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 105,620 $3.32M 0.08% +3,258 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 100,577 $3.16M <0.01% +9,043 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 89,379 $2.81M 1.18% +1,346 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 76,669 $2.41M 0.04% -1,319 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 75,762 $2.38M 0.23% +23,445 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 74,267 $2.34M 0.14% -1,003 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 61,862 $1.95M 0.03% +599 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 61,714 $1.94M 0.25% +9,523 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 61,273 $1.93M 0.02% +2,338 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,259 $1.83M <0.01% -4,940 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,912 $1.73M 0.01% +7,174 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 54,225 $1.71M 1.24% +1,114 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 53,886 $1.69M 0.28% +100 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 52,300 $1.64M 0.01% +27,422 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 51,916 $1.63M 0.12% +10,785 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 50,646 $1.59M 0.17% -67,810 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,094 $1.57M <0.01% +7,267 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 46,979 $1.48M 0.01% +4,995 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,204 $1.45M <0.01% -7,483 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 45,874 $1.44M 0.56% +3,973 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45,851 $1.44M 0.05% -85,578 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 45,030 $1.42M 0.22% +3,571 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 44,222 $1.39M 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,773 $1.31M <0.01% new 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 39,089 $1.26M 0.28% -2,900 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 39,611 $1.25M 0.52% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 37,241 $1.17M 0.58% +8,490 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,744 $1.06M <0.01% +12,201 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 31,438 $989K 0.11% +1,571 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,673 $933K 0.01% +11,938 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 27,886 $877K 0.07% +4,676 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,731 $872K <0.01% +2,138 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,674 $870K 0.04% +3,096 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 27,399 $862K <0.01% +1,260 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,512 $708K <0.01% +737 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,083 $663K 0.01% +6,256 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 19,034 $652K 0.08% -1,497 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 20,696 $651K 0.22% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,686 $619K 0.18% +2,336 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 18,825 $592K 0.14% +10,153 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,757 $590K 0.04% -228 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,340 $577K <0.01% +1,313 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 18,007 $566K 0.07% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,774 $559K 0.01% -307 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,710 $557K 0.1% -10,262 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 17,413 $548K 0.09% -5,352 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 14,738 $464K 0.06% +515 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 14,447 $454K 0.41% -152 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 14,350 $451K 0.07% +4,455 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,301 $450K 0.02% -1,345 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,031 $441K <0.01% +1,786 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,974 $439K <0.01% -3,923 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,854 $436K <0.01% +5,463 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 13,003 $409K 0.27% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,985 $408K 0.03% -1,462 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 12,763 $401K 0.16% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,868 $376K 0.04% -912 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,946 $376K 0.01% -127 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,655 $367K 0.15% +1,405 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,969 $345K <0.01% +2,495 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,012 $339K 0.05% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,753 $338K 0.01% new 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,584 $333K 0.03% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 10,287 $324K 0.05% -34,999 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,424 $296K <0.01% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,373 $295K 0.03% +103 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,982 $282K 0.14% +85 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,862 $278K 0.04% +60 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,508 $268K <0.01% -3,220 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,970 $219K 0.01% -726 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,000 $189K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,433 $171K <0.01% +437 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,942 $124K <0.01% +2,102 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,693 $116K <0.01% +692 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,275 $103K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,140 $98.8K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,762 $86.9K <0.01% +2,224 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,179 $68.5K <0.01% +88 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,135 $67.1K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,406 $44.2K <0.01% -10 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 777 $24.4K <0.01% +16 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 621 $19.5K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $18.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $12.6K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 339 $10.7K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 320 $10.1K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 296 $9.31K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 256 $8.05K <0.01% +203 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 177 $5.57K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 175 $5.5K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 161 $5.06K <0.01% new 13F-HR Timeline Group 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 $3.84K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 90 $2.83K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $2.48K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54 $1.7K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42 $1.31K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 22 $693 <0.01% +1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 $290 <0.01% 0 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13 $0 0% -421 13F-HR Timeline Group Value filed as zero, left out of ratios.