RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 20,618,899 $870M 38.07% -5,324,576 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 5,280,228 $223M 0.04% +2,474,687 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/ 2,377,880 $100M 0.01% -20,762 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,718,308 $72.5M 8.45% +13,221 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,204,595 $50.8M 4.92% -51,699 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,200,865 $50.7M 6.73% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,089,848 $46M 0.39% +4,973 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 998,424 $42.1M 0.48% +12,013 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 862,791 $36.4M 0.29% +146,582 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 827,487 $34.9M 2.4% +77,180 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 785,210 $33.1M 3.33% -4,383 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 716,350 $30.2M 4.23% +56,353 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 703,812 $29.7M 0.58% +66,738 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 615,975 $26M 1% +31,715 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 471,820 $19.9M <0.01% +471,546 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 322,805 $13.6M 5.23% +6,981 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 320,689 $13.5M 2.42% +211,511 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 301,218 $12.7M 5.29% -5,374 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 239,716 $10.1M 8.87% +750 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 233,873 $9.87M <0.01% +49,638 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 209,940 $8.86M 0.68% +3,711 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 207,879 $8.77M 4.95% +3,793 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 178,072 $7.51M <0.01% +6,179 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 163,114 $6.89M 1.08% +10,634 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 146,567 $6.19M 2.72% +10,591 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 128,601 $5.43M 0.01% -4,763 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 122,897 $5.19M <0.01% +77,701 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,452 $5.08M +36,844 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 115,300 $4.85M 0.64% +18,940 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 108,912 $4.62M 0.03% +5,944 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 104,032 $4.37M 0.83% +8,965 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 99,066 $4.18M 1.77% +50,908 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 88,467 $3.73M 0.24% +4,914 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,528 $3.27M <0.01% -3,054 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 65,082 $2.75M 0.04% +11,829 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 63,538 $2.68M 6.58% +16,706 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,984 $2.57M 0.01% +40,369 13F-HR/A Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 56,231 $2.36M 0.16% +16,079 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 54,209 $2.29M <0.01% +12,304 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 51,871 $2.19M 0.32% -626 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 48,967 $2.07M +2,448 Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 44,458 $1.88M 0.42% +6,924 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,815 $1.72M 0.01% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 38,601 $1.63M 0.1% -1,935 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 32,825 $1.39M 0.42% +1,909 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 31,406 $1.33M 0.09% +1,894 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,319 $1.24M <0.01% -65,190 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 28,813 $1.21M 0.03% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,969 $1.18M <0.01% -56,828 13F-HR Timeline Group E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 27,924 $1.18M 1.23% +6,367 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,807 $920K 0.02% -11,685 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 21,433 $904K 0.03% -7,641 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,691 $873K <0.01% +1,390 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 18,934 $799K 0.53% -8,165 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 18,840 $796K 0.15% +2,725 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,827 $794K 0.01% +8,969 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,646 $787K 0.01% +5,646 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 17,832 $753K 0.62% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,832 $749K <0.01% +16,887 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,755 $707K 0.02% -454 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,477 $695K 0.02% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 12,764 $539K 0.38% -355 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,484 $527K <0.01% +549 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,391 $521K <0.01% +26 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 10,718 $452K new Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,752 $412K <0.01% -194 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,813 $372K <0.01% new 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 8,622 $364K 0.14% +55 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,183 $303K <0.01% +63 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,075 $256K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,440 $230K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,289 $223K <0.01% -476 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,931 $208K 0.11% +106 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,204 $177K <0.01% +1,313 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,486 $147K <0.01% -3,155 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,715 $115K <0.01% +2,656 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,501 $105K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,795 $75.7K <0.01% +277 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,000 $42.2K 0.01% -255 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 833 $35.2K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 762 $32.2K 0.01% -6,314 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 217 $9.2K <0.01% +1 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 152 $6.41K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 126 $5.32K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 29 $1.22K <0.01% 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 5 $211 <0.01% 0 13F-HR Timeline