RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,046,888 $293M 7.92% +49,723 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 607,261 $44M 0.51% +151,327 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 574,379 $41.6M 7.72% +22,393 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 459,693 $33.3M 1.28% +89,327 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 308,966 $22.4M <0.01% +36,743 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 161,081 $11.7M 0.95% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,816 $7.45M 0.02% -103 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 97,362 $7.05M <0.01% +22,557 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 76,468 $5.54M 1.18% +10,267 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,875 $3.54M 0.01% +35,004 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 33,604 $2.43M 0.14% +90 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,164 $2.11M 0.01% +1,919 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 26,164 $1.9M 1.25% +2,577 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,540 $1.42M <0.01% +926 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,181 $1.32M <0.01% +1,236 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,059 $1.16M <0.01% +10,060 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,241 $1.1M 0.04% -3,398 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,573 $1.06M <0.01% +712 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,750 $996K 0.44% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,376 $969K <0.01% 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,682 $919K 0.05% -1,496 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,161 $881K <0.01% -759 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 10,055 $728K 0.66% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,652 $699K <0.01% +4,130 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,620 $552K 0.09% -987 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,447 $467K 0.27% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,782 $419K <0.01% +21 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,613 $407K <0.01% +2,676 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,384 $390K 0.01% +286 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,399 $319K <0.01% -225 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,765 $273K <0.01% +1,364 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,354 $243K <0.01% -576 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,056 $221K <0.01% +5 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,761 $211K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,825 $205K 0.01% -19,237 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,463 $106K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,232 $89.2K <0.01% +493 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 851 $61.6K <0.01% +119 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 535 $38.8K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 351 $25.4K 0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 296 $21.5K <0.01% 0 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 291 $21.1K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 254 $18.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 241 $17.5K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 233 $16.9K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 221 $16K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 184 $13.3K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 179 $13K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 179 $13K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 113 $8.44K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 80 $5.79K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $2 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.