RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 25,704,076 $1.08B 28.91% -1,533,275 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 2,901,153 $122M 0.02% +186,061 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/ 2,311,788 $97.5M 0.01% -179,219 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,679,903 $70.9M 10.24% +28,078 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,361,259 $57.4M 7.91% -270,241 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,068,816 $45.1M 5.32% +41,755 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 1,014,523 $42.6M 3.5% -55,819 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 964,532 $40.7M 0.53% +13,651 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 815,929 $34.4M 0.34% +235,355 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 682,601 $28.8M 0.29% -608,557 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 612,315 $25.8M 3.97% -6,802 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 573,915 $24.2M 1.2% +17,035 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 536,448 $22.6M 1.77% +93,184 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 513,763 $21.7M 0.5% -36,283 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 284,055 $12M 5.1% +155,147 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 212,775 $8.97M 9.38% +31,883 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 186,161 $7.85M 0.7% +1,730 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 161,901 $6.83M <0.01% -2,564 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 146,851 $6.19M 0.01% +34,545 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 138,314 $5.83M 0.01% -45,981 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,057 $5.44M 0.01% +20,773 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 125,051 $5.27M <0.01% -420 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 122,184 $5.15M 0.04% +69,841 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 110,736 $4.69M 2.36% -4,563 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 106,686 $4.49M 0.79% +33,471 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 89,693 $3.78M 0.88% -6,188 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 79,899 $3.37M 0.57% -210,466 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 80,270 $3.37M 0.44% new 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 77,109 $3.25M <0.01% -27,666 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,106 $2.54M <0.01% +1,477 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,415 $2.3M <0.01% -60,922 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 41,618 $1.76M +2,356 Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 40,536 $1.71M 0.11% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,409 $1.53M 0.02% +29,327 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 33,458 $1.41M 0.24% +921 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 29,657 $1.25M 0.06% -1,122 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 28,490 $1.2M 0.09% +5,910 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,989 $1.14M 0.04% -581 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,081 $1.02M 0.01% -1,269 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 22,665 $951K 0.2% +4,340 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,850 $879K <0.01% +2,939 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 17,183 $725K 0.19% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,438 $693K <0.01% new 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 16,430 $693K 0.54% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 15,755 $665K 0.33% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,102 $637K 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,830 $626K 0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,708 $452K 0.01% +3,703 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,638 $449K <0.01% +4,248 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,343 $436K 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,242 $432K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,921 $376K 0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,631 $322K <0.01% -1,219 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,019 $296K 0.02% -30,864 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,963 $294K <0.01% +74 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,190 $261K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,244 $221K <0.01% new 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 5,185 $219K 0.17% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,153 $217K 0.13% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,153 $217K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,048 $213K 0.02% -43,195 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,486 $147K <0.01% -1,254 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,770 $117K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,326 $98.1K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,255 $52.9K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 904 $38.1K <0.01% -72,894 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 559 $23.6K 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 541 $22.8K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 325 $13.7K <0.01% -164 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 278 $12K <0.01% 0 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 212 $8.94K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 112 $4.71K <0.01% -36,392 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 100 $4.22K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $211 <0.01% 0 13F-HR Timeline 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.