RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,256,238 $394M 9.99% -14,925 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 599,089 $55.5M 8.52% +1,468 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 551,264 $51M 0.04% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 457,785 $42.4M 0.86% +26,029 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 410,898 $38M 2.4% +19,951 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 387,979 $35.9M 0.43% -194,662 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 334,531 $31M 0.01% +29,469 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 232,351 $21.5M <0.01% +6,105 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Stratos Wealth Partners, LTD. 52,855 $4.89M 0.06% +19,153 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,014 $4.63M 0.01% +19,741 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,874 $4.43M <0.01% new 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 40,773 $3.77M <0.01% +13,706 13F-HR/A Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 40,143 $3.72M 2.71% +335 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,145 $3.44M <0.01% +2,962 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 36,497 $3.38M 0.13% +1,742 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,877 $3.04M 0.07% -1,358 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 28,017 $2.59M 1.38% -73 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 23,171 $2.14M <0.01% +5,278 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 20,646 $1.91M 0.64% -816 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/ 20,070 $1.86M <0.01% +3,198 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 18,165 $1.68M 0.63% -1,122 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,616 $1.54M 0.02% +4,241 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,661 $1.36M <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,048 $1.21M 0.01% +539 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,346 $1.05M 0.02% +126 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 10,391 $962K 0.17% -879 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,856 $820K 0.01% -673 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,650 $708K 0.1% -994 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,511 $695K 0.03% new 13F-HR Timeline Fifth Third Wealth Advisors LLC in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Wealth Advisors LLC 7,440 $689K 0.02% 0 13F-HR Timeline Group Symphony Financial, Ltd. 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Co. 6,544 $607K 0.08% +380 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,050 $560K <0.01% +1,405 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,887 $545K <0.01% +20 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,764 $534K <0.01% -46,757 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,477 $507K 0.01% -228 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,662 $432K <0.01% +2 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,450 $412K <0.01% -1,510 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,967 $367K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,022 $280K <0.01% +658 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 2,817 $261K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,780 $257K <0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,604 $241K <0.01% +13 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,288 $212K 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,200 $204K <0.01% -561 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,126 $197K <0.01% +212 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,895 $175K <0.01% +222 13F-HR Timeline Birchwood Financial Partners, Inc. 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More: the full row for Geneos Wealth Management Inc. 353 $32.7K <0.01% -53 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 291 $26.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 240 $22.2K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 196 $18.1K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 184 $17K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 95 $8.79K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 64 $5.92K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17 $1.57K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $43 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.