RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 12,952,668 $1.45B 39.24% -161,721 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 3,188,782 $357M 0.07% +1,996,678 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,014,177 $226M 2.62% -4,306 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 817,780 $91.6M 17% +21,260 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 797,898 $89.4M 7% +26,491 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 371,345 $41.6M 2.3% +158,324 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 265,802 $29.8M 0.03% +11,170 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 232,026 $26M 1.49% +34,756 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 191,515 $21.5M 11.15% +8,515 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 148,039 $16.6M 0.01% +108,378 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 145,092 $16.3M 0.63% +1,129 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,154 $16.2M 0.04% -6,478 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 132,500 $14.8M 0.03% new 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 130,518 $14.6M 4.06% +12,894 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 98,653 $11.1M 0.06% +4,692 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 89,643 $10M 1.61% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 81,567 $9.14M <0.01% +23,080 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 80,905 $9.07M 0.11% +73,417 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 62,073 $6.96M 0.01% +14,700 13F-HR/A Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 61,741 $6.92M 0.57% +3,636 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 46,648 $5.23M 0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,242 $4.85M 0.01% +29,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,050 $4.71M +32,408 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 34,536 $3.87M <0.01% +271 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,420 $3.41M 0.11% +23,900 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 30,354 $3.4M 1.23% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,495 $3.19M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,242 $2.83M 0.04% new 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 24,126 $2.7M 1.31% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 20,126 $2.26M 1.59% +3,474 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,171 $2.15M <0.01% +12,484 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,287 $2M 0.31% +11,481 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 17,497 $1.96M 0.77% +304 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,987 $1.79M 0.05% new 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 15,153 $1.7M 0.96% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,897 $1.67M 0.36% +1,881 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 14,300 $1.6M 0.35% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,261 $1.6M <0.01% +92 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,078 $1.47M 0.02% +2,498 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,587 $1.46M 0.01% -1,086 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,783 $1.32M 0.15% -450 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 10,975 $1.23M 0.34% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,660 $858K 0.17% -137 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/ 7,127 $799K <0.01% +946 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,146 $689K 0.07% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,941 $666K <0.01% -146 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,671 $635K <0.01% -87 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,488 $615K 0.09% -314 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,270 $591K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 5,087 $570K 0.63% -519 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,999 $560K <0.01% +2,399 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,830 $541K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,622 $518K <0.01% +156 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,269 $478K 0.01% -154 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,257 $477K <0.01% 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,089 $458K <0.01% +67 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,079 $457K <0.01% -6,716 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,627 $406K <0.01% +1,441 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,321 $372K <0.01% -646 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,150 $353K <0.01% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 3,115 $349K 0.05% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,072 $344K 0.22% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,962 $332K <0.01% +34 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,908 $326K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,873 $322K 0.03% -62 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,839 $318K 0.14% +9 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,600 $291K <0.01% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,598 $291K <0.01% new 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,495 $280K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,444 $274K <0.01% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,432 $273K 0.23% +307 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 2,001 $224K 0.1% -542 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,989 $223K <0.01% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,934 $217K 0.06% -32 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,318 $148K 0.05% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,246 $140K <0.01% -100 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,240 $139K 0.03% -191 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,070 $120K <0.01% -475 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 760 $85.2K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 580 $65K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 488 $54.7K <0.01% +231 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 411 $46.2K <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 350 $39.2K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 330 $37K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 150 $16.9K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 139 $15.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $5.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $912 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.