RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,665,743 $227M 5.78% -51,660 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 544,655 $26.5M <0.01% -3,600 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 387,420 $18.9M 0.04% +172,771 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 147,391 $7.18M +16,658 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 131,600 $6.41M 0.26% -43,100 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 122,922 $5.99M <0.01% +18,610 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 99,216 $4.83M <0.01% +15,418 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,365 $4.6M 0.01% +11,969 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 91,149 $4.44M 1.61% +31,017 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,626 $3.54M 0.03% +1,022 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,772 $2.72M <0.01% -43,262 13F-HR/A Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 55,691 $2.71M 1% +557 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 49,403 $2.41M 0.95% +3,447 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 49,303 $2.4M <0.01% +13,691 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37,791 $1.84M 0.07% +8,804 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,066 $1.66M <0.01% +13,340 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,477 $1.44M 0.06% +4,522 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 19,367 $943K 0.38% +1,801 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,849 $821K 0.19% -276 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,625 $664K <0.01% +520 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,866 $627K 0.03% +2,397 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,803 $575K <0.01% +6,599 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,497 $559K 0.07% +372 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,943 $533K 0.11% +2,247 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,381 $356K 0.1% +1,207 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,930 $337K 0.01% -733 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,885 $335K 0.01% -2,227 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,182 $301K 0.01% -1,648 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,584 $272K 0.08% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,520 $269K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,464 $266K 0.02% -3,857 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,068 $247K 0.06% -10 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,941 $241K 0.01% -791 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,649 $226K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,621 $225K 0.01% -1,987 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,570 $76K <0.01% -253 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 944 $46K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 840 $40.9K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 434 $21.1K <0.01% -122 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $19.5K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 263 $12.8K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 188 $9.16K <0.01% new 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 176 $8.57K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 175 $8.54K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81 $3.95K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 39 $1.89K <0.01% -296 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $1.22K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13 $633 <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 0 $24 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.