RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 10,957,162 $1.57B 44.75% +5,031,584 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,874,815 $699M 3.41% +1,985,069 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 1,798,540 $258M 0.04% +272,294 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,591,662 $228M 0.01% +1,115,578 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,089,007 $147M 19.23% +2,091,810 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 815,965 $117M 0.85% -104,846 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 687,689 $98.6M 0.54% +679,072 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 574,513 $82.2M 7.08% -32,996 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 519,190 $74.4M 0.02% -77,057 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 409,475 $58.5M 0.14% -318,812 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 390,319 $56M 8.07% +132,942 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 367,942 $52.8M 0.01% +116,481 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 324,262 $46.5M 0.01% -87,385 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 290,869 $41.7M 1.22% -12,518 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 280,378 $40.2M 0.02% -8,948 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 343,702 $34.5M 11.77% +80,505 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 211,293 $30.3M 0.03% +206,102 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 155,823 $22.3M 4.44% +9,904 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 152,466 $21.9M 0.07% +3,760 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 146,767 $21M 0.35% +7,109 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 141,380 $20.3M 0.02% +71,459 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 128,639 $18.4M <0.01% +17,699 13F-HR Timeline Group VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 126,339 $18.1M 3.73% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 118,144 $16.9M 6.64% +5,580 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 102,922 $14.8M 7.38% +3,002 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 99,349 $14.2M <0.01% -4,667 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 89,643 $12.8M 1.99% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 82,378 $11.8M 0.01% +24,227 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 69,947 $10M 3.48% +1,367 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 69,204 $9.86M <0.01% -9,347 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,408 $7.23M 0.13% -6,008 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,477 $6.81M 0.03% +44,966 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,123 $5.9M 0.02% -2,044 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Strategic Financial Planning, Inc. 32,027 $4.59M 2.4% -82,179 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,561 $4.24M <0.01% -12,847 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,625 $3.82M <0.01% -34 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,560 $3.81M 0.02% +15,214 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 25,029 $3.59M -209 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 24,351 $3.49M 0.13% -9,535 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 22,695 $3.23M 0.35% -9,963 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,180 $3.18M <0.01% +11,088 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,511 $3.08M 0.04% +2,300 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,241 $3.05M <0.01% -15,221 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 21,000 $3.01M 0.04% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,969 $3.01M 0.01% +3,637 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,942 $3M 0.08% +4,943 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 20,115 $2.88M 0.95% +139 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,654 $2.24M 0.02% +550 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 14,058 $2.02M 0.39% +823 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,700 $1.96M 0.01% +1,500 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,705 $1.82M 0.01% +333 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,657 $1.67M 0.34% -1,174 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,580 $1.66M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,580 $1.66M 0.03% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 11,474 $1.65M 0.41% -1,503 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,174 $1.6M 0.32% +4 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,067 $1.6M <0.01% +9,403 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/ 10,573 $1.52M <0.01% +509 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,987 $1.43M <0.01% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 9,976 $1.43M 2.35% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,574 $1.37M <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,154 $1.31M 0.05% +2,923 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 9,142 $1.31M 0.23% +30 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,132 $1.31M 0.05% +1,381 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,380 $1.2M <0.01% -5,091 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 7,501 $1.08M 0.14% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,968 $999K 0.03% -295 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,890 $988K 0.45% +510 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,505 $933K 0.02% -7,113 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,460 $931K 0.16% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,986 $858K 0.01% +105 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,848 $839K 0.02% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,675 $814K 0.07% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,580 $800K <0.01% -164 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,317 $762K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,243 $752K <0.01% +117 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 5,148 $738K 0.59% +1,173 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,749 $681K 0.05% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,628 $664K <0.01% -924 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,591 $658K 0.01% -3,487 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,517 $648K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,271 $612K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,211 $604K 0.04% +8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,146 $594K 0.01% +993 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,101 $588K 0.01% -84 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,925 $563K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,864 $554K <0.01% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,481 $499K 0.05% -180 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,166 $454K 0.34% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,139 $450K 0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,070 $440K 0.02% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,959 $424K 0.09% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,957 $424K 0.17% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,928 $420K 0.05% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,925 $419K <0.01% new 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,882 $413K 0.1% +10 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,877 $413K <0.01% -293 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,875 $412K <0.01% +227 13F-HR/A Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,872 $412K 0.16% +288 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,868 $411K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for BlackRock, Inc. 2,308 $331K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,265 $325K 0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,257 $324K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,237 $321K <0.01% +7 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,213 $317K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,134 $306K <0.01% +488 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,059 $295K 0.01% +110 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,129 $295K 0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,991 $285K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,947 $279K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,905 $273K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,905 $273K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,886 $270K <0.01% -193 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,817 $260K <0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,814 $260K 0.02% -61,456 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,723 $247K 0.11% +6 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,704 $244K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,699 $244K <0.01% 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,653 $237K 0.05% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,484 $213K <0.01% new 13F-HR Timeline Group Fifth Third Wealth Advisors LLC in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Wealth Advisors LLC 1,430 $205K 0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,426 $204K <0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,405 $201K 0.11% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 800 $115K 0.02% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 789 $113K 0.11% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 775 $111K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 760 $109K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 613 $88.4K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 589 $84.5K <0.01% +239 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 589 $84.5K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 422 $60.5K <0.01% +364 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 400 $57.4K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 384 $55.1K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 315 $45.2K 0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 250 $35.8K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 249 $35.7K <0.01% -1,109 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 202 $29K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 141 $20.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 139 $19.9K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 120 $17.2K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 100 $14K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $7.17K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $1.23K <0.01% +5 13F-HR Timeline