HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,981,959 $71.6M 1.09% +124,682 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 1,954,235 $70.6M 0.02% +400,529 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,540,561 $55.7M 0.34% +50,427 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,071,026 $38.7M 5.39% +27,974 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 963,990 $34.8M 0.01% +560,428 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 948,989 $34.3M <0.01% -8,931 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/ 888,051 $32.1M <0.01% +58,681 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 733,726 $26.5M 0.01% +290,388 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 696,907 $25.2M 0.66% -9,395 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 685,196 $24.8M 0.12% +374,757 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 621,024 $22.5M 2.72% +22,121 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 519,210 $18.8M 2.77% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 496,657 $18M 4.92% +2,506 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 493,089 $17.8M 0.02% -154,747 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 492,437 $17.8M 2.21% +474,430 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 421,698 $15.2M 2.23% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 400,187 $14.4M 0.52% +91,954 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 381,977 $13.8M 0.92% +11,733 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 381,530 $13.8M 3.02% +14,359 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 366,347 $13.2M 1.42% +166,111 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 348,992 $12.6M 0.56% -60,406 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 343,290 $12.4M 0.02% +9,239 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 338,201 $12.2M 4.35% +9,477 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 297,480 $10.8M 0.82% -7,796 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 295,578 $10.7M 0.19% +13,324 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 291,378 $10.5M 1.52% -2,349 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 286,777 $10.4M 3.11% +8,611 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 276,863 $10M 0.01% -8,287 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 273,270 $9.88M 2.67% +30,536 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 223,763 $8.09M 2.42% +4,733 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 212,121 $7.67M 0.02% +212,108 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 186,865 $6.76M <0.01% -30,903 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 154,244 $5.58M 0.2% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 154,244 $5.58M 0.73% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 142,473 $5.15M 0.61% +30,548 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 137,879 $4.98M <0.01% +29,172 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 119,528 $4.32M <0.01% +18,951 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,736 $3.89M 0.02% +55,436 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 101,610 $3.67M 0.09% -4,010 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,535 $3.31M <0.01% +77,681 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 88,260 $3.19M 1.33% -1,119 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 76,674 $2.76M <0.01% +73,912 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 73,713 $2.66M 0.04% -2,956 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 68,798 $2.49M 0.31% +7,084 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 68,012 $2.46M 0.14% -6,255 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 75,303 $2.37M 0.23% -459 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 62,204 $2.25M <0.01% +3,945 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 60,623 $2.19M 0.16% +8,707 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,129 $2.14M 0.01% +4,217 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 57,388 $2.07M 0.01% +10,409 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 55,187 $1.99M 1.53% +962 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 51,549 $1.86M 0.29% -2,337 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,080 $1.85M <0.01% +986 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,049 $1.74M <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 47,780 $1.73M 0.05% +3,558 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 47,586 $1.72M 0.64% +1,712 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 47,282 $1.71M 0.74% +10,041 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 44,257 $1.61M <0.01% -947 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 44,070 $1.59M 0.05% -1,781 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 42,423 $1.53M 0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 41,671 $1.51M 0.01% +27,697 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 40,502 $1.46M 0.32% +1,413 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,794 $1.44M 0.02% -22,068 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 39,611 $1.43M 0.59% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,458 $1.43M <0.01% +5,714 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 45,030 $1.42M 0.13% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 38,273 $1.38M 0.15% -12,373 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 36,277 $1.31M 0.11% +8,391 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 32,565 $1.18M 0.5% +19,802 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,226 $1.16M 0.01% +22,802 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 31,394 $1.13M 0.13% -44 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 30,668 $1.11M 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,073 $1.09M 0.01% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 27,722 $1M 0.46% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,539 $996K <0.01% -192 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 26,970 $975K <0.01% -429 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,740 $967K 0.01% -2,933 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,275 $950K 0.03% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,225 $912K <0.01% +11,194 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,827 $860K 0.01% +2,744 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 22,042 $797K 0.11% +4,629 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 21,876 $791K 0.18% +3,051 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,766 $787K <0.01% +3,426 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,960 $722K <0.01% -2,552 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,670 $711K 0.25% -16 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 19,370 $700K 0.14% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 18,766 $678K 0.09% -268 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,558 $671K 0.05% -199 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,710 $639K 0.1% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 15,786 $571K 0.08% +1,048 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,083 $545K 0.03% +782 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 14,276 $516K 0.42% -171 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,219 $514K 0.02% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 13,003 $470K 0.28% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,549 $454K 0.08% -1,801 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,436 $450K 0.03% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,321 $445K <0.01% +3,813 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,929 $431K 0.19% +274 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,761 $425K 0.03% -1,224 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,441 $414K 0.01% -505 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 11,332 $410K 0.58% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,227 $406K <0.01% +258 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,091 $401K 0.01% +338 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,061 $400K 0.01% -6,713 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,673 $386K 0.04% +1,300 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,503 $380K 0.06% +491 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 9,301 $341K 0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,566 $332K <0.01% new 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 9,102 $329K 0.22% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,985 $325K 0.11% +3 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,865 $320K 0.05% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,747 $280K 0.01% +4,607 13F-HR/A Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,589 $274K 0.03% -2,995 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,492 $271K 0.02% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,350 $266K <0.01% -34,423 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,348 $266K <0.01% -53,925 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,151 $259K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,090 $256K <0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,861 $249K 0.02% -109 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,856 $248K 0.02% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,740 $244K 0.07% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,000 $217K <0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,826 $211K 0.03% new 13F-HR Timeline SWF LLC More: the full row for SWF LLC 5,795 $209K 0.02% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,268 $190K 0.07% +4,647 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,902 $141K <0.01% -40 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,805 $138K <0.01% +112 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,686 $133K <0.01% +1,507 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,275 $118K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,211 $116K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,971 $71.3K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,958 $70.3K <0.01% -177 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,590 $57.4K <0.01% +1,548 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 796 $28.8K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 778 $28.1K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $21.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $14.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 350 $12.7K <0.01% +30 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 299 $10.8K 0.01% -40 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 296 $10.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 256 $9.25K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 175 $6.33K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 137 $5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 114 $4.12K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 111 $4.01K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 90 $3.25K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $2.86K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54 $1.95K <0.01% 0 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 22 $798 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 19 $587 <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 $334 <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2 $72 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $36 <0.01% new 13F-HR Timeline Group