RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,717,403 $228M 6.07% -169,176 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 548,255 $26.5M 0.01% +119,039 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 214,649 $10.4M 0.02% +12,894 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 174,700 $8.32M 0.3% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 130,733 $6.31M -33,278 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 104,312 $5.04M <0.01% +1,726 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 99,034 $4.78M <0.01% +40,297 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 94,062 $4.54M 0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 83,798 $4.05M <0.01% +42,433 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,396 $3.98M 0.01% -3,108 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,604 $3.46M 0.03% -5,769 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 60,132 $2.9M 1.12% +8,565 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 55,134 $2.66M 1.09% -3,507 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 45,956 $2.22M 0.94% +26,929 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,612 $1.72M <0.01% +26,791 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,987 $1.4M 0.06% -9,181 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 24,955 $1.2M 0.05% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,726 $988K <0.01% +19,217 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,838 $958K 0.03% +11,698 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 17,566 $848K 0.41% +35 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,125 $827K 0.23% -12,649 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,105 $633K <0.01% -6,510 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,125 $535K 0.07% new 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,469 $505K 0.02% -2,059 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,731 $470K 0.04% -3,401 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,321 $445K 0.04% +2,199 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,112 $440K 0.01% +1,741 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,944 $432K 0.44% -358 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,696 $420K 0.13% -25 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,830 $378K 0.02% +1,250 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,663 $370K 0.01% +1,623 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,608 $319K 0.01% -8,832 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,174 $298K 0.08% +35 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,732 $277K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,204 $251K <0.01% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,078 $245K 0.07% -407 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,723 $228K 0.01% -9,006 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,051 $99K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,823 $88K <0.01% +199 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 944 $45.6K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 704 $34K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 556 $26.8K <0.01% -424 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $19.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 335 $16.2K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 175 $8.45K <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 76 $3.67K <0.01% +9 13F-HR Timeline Group Astor Investment Management LLC More: the full row for Astor Investment Management LLC 43 $2.08K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 13 $628 <0.01% 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $31 <0.01% 0 13F-HR Timeline Group 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.