RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,930,541 $237M 6.01% +264,798 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 572,305 $27.5M <0.01% +27,650 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 217,752 $10.5M 0.02% -169,668 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 147,377 $7.08M 0.24% +117,900 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 131,600 $6.33M 0.3% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 126,577 $6.08M <0.01% +27,361 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 111,835 $5.38M <0.01% -11,087 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 92,246 $4.43M <0.01% +36,474 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 83,966 $4.04M <0.01% -63,425 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 74,273 $3.57M <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,637 $2.96M 0.04% -10,989 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 59,685 $2.87M 1.03% +3,994 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,648 $2.87M <0.01% +10,345 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 53,301 $2.56M 0.95% +3,898 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,958 $2.55M <0.01% -41,407 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,367 $1.32M 0.04% +14,501 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 23,034 $1.11M 0.43% +3,667 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,507 $890K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,402 $788K 0.22% -447 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 15,500 $745K 0.1% +4,003 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,100 $726K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,859 $570K <0.01% +11,671 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,822 $568K <0.01% +19 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,195 $538K 0.1% +252 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 9,205 $446K 0.16% -81,944 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,040 $435K <0.01% +7,470 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,098 $293K 0.01% -787 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,612 $270K <0.01% +963 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,228 $251K 0.02% -236 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,813 $231K new Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,430 $213K 0.05% -638 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,329 $208K 0.01% -292 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,686 $81K <0.01% -36,105 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 872 $41.9K <0.01% +32 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 816 $39.2K <0.01% new 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 719 $34.6K <0.01% +543 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $19.2K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 285 $13.8K <0.01% -33,781 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71 $3.4K <0.01% -104 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 49 $2.36K <0.01% -32 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $2.31K <0.01% +9 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 46 $2.21K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34 $1.63K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $1.2K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7 $336 <0.01% -427 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $96 <0.01% -11 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.