RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 25,943,475 $1.1B 27.89% -172 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 2,805,541 $119M 0.02% +10,058 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/ 2,398,642 $102M 0.01% +116,856 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,705,087 $72.3M 9.27% +23,655 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,256,294 $53.3M 5.32% +57,127 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,084,875 $46M 0.39% +126,686 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 986,411 $41.8M 0.48% +11,001 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 789,593 $33.5M 2.71% -221,767 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 750,307 $31.8M 2.53% +93,545 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 716,209 $30.4M 0.36% -42,054 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 659,997 $28M 3.81% +23,773 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 637,074 $27M 0.53% +57,296 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 584,260 $24.8M 0.97% +9,148 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 315,824 $13.4M 4.98% +10,386 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 306,592 $13M 5.79% -3,825 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 238,966 $10.1M 8.7% +11,661 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 206,229 $8.74M 0.66% +13,600 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 204,086 $8.65M 4.89% +4,137 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 184,235 $7.81M <0.01% +19,827 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 171,893 $7.29M <0.01% -383 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 152,480 $6.49M 1.04% +5,453 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 135,976 $5.77M 2.65% +21,071 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133,364 $5.65M 0.01% +2,208 13F-HR/A Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 109,178 $4.63M 0.88% +6,078 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 102,968 $4.36M 0.03% -10,494 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 96,360 $4.1M 0.55% +7,492 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 95,067 $4.04M 0.83% +3,251 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 94,509 $4.01M <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 84,797 $3.59M <0.01% new 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 83,608 $3.54M +6,459 Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 83,553 $3.54M 0.22% +1,315 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 80,582 $3.42M <0.01% -20,953 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 53,253 $2.26M 0.03% +8,825 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 52,497 $2.22M 0.34% -12,540 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 48,158 $2.04M 0.87% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 46,832 $1.98M 2.14% 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 46,519 $1.97M +2,227 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 45,196 $1.92M <0.01% +7,167 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 41,905 $1.78M <0.01% -5,011 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 40,536 $1.72M 0.1% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 40,152 $1.7M 0.12% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 37,534 $1.59M 0.36% +12,421 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,492 $1.42M 0.05% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 30,916 $1.31M 0.4% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 29,512 $1.25M 0.08% +989 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 29,074 $1.23M 0.05% -1 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 27,099 $1.15M 0.8% -541 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 21,557 $914K 1.05% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,615 $874K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 19,981 $847K <0.01% +12,779 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,301 $818K <0.01% -495 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,209 $729K 0.02% -5,574 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 16,115 $684K 0.14% +3,675 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,119 $556K 0.37% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,000 $551K 0.01% +547 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,365 $524K 0.01% +46 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,935 $506K <0.01% +883 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,503 $445K 0.01% +1,500 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,354 $439K 0.01% -71,167 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,946 $422K <0.01% +820 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,858 $418K 0.01% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,567 $362K 0.13% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,120 $302K <0.01% +84 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,076 $300K 0.11% -2,797 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,641 $281K <0.01% +3,154 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,072 $258K 0.02% -12 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,765 $244K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,440 $231K <0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,825 $205K 0.11% -1,036 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,891 $123K <0.01% +2,086 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,518 $64.3K <0.01% +1,274 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,371 $58.1K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,255 $53.2K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 945 $40.1K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 833 $35.3K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 669 $28.4K <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 274 $12K <0.01% -17 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 216 $9.16K <0.01% +3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 158 $6.7K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 152 $6.44K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 126 $5.34K <0.01% -199 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 100 $4.24K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 59 $2.5K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $212 <0.01% 0 13F-HR Timeline