RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 13,039,435 $1.39B 37.71% +86,767 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 3,042,807 $324M 0.06% -145,975 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,172,107 $231M 2.69% +157,930 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 835,915 $88.9M 16.35% +18,135 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 778,212 $82.7M 8.25% -19,686 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 634,490 $67.5M 0.57% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 417,523 $44.4M 2.4% +46,178 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 345,916 $36.8M 0.01% +326,745 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 334,482 $35.6M 0.01% +186,443 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 282,118 $30M 1.59% +50,092 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 273,162 $29M 0.02% +7,360 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 213,344 $22.7M 11.51% +21,829 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 157,843 $16.8M 0.04% +13,689 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 146,858 $15.6M 0.61% +1,766 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 132,302 $14.1M 3.97% +1,784 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 100,445 $10.7M 0.05% +1,792 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 89,643 $9.59M 1.29% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,704 $8.26M 0.02% +15,631 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 73,475 $7.81M <0.01% -8,092 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 64,550 $6.86M 0.57% +2,809 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 54,399 $5.78M 0.01% +11,157 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,206 $5.13M +6,156 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 41,171 $4.38M 0.05% -39,734 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,881 $3.92M 0.01% +8,386 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 35,510 $3.78M 1.45% +5,156 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 33,215 $3.53M 0.03% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,365 $3.12M <0.01% -5,171 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 28,350 $3.01M 1.57% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,710 $2.95M 0.04% +2,468 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,369 $2.8M 0.09% -4,051 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 20,248 $2.15M 1.53% +122 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 18,239 $1.94M 0.77% +742 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,555 $1.87M <0.01% +16,485 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 17,550 $1.87M 0.41% +2,653 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,758 $1.68M 0.04% -229 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,713 $1.67M 0.07% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 14,300 $1.52M 0.31% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,184 $1.4M 0.02% +106 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,504 $1.33M 0.01% -83 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,653 $1.24M 0.14% -130 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 10,789 $1.15M 0.31% -186 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,390 $1.1M <0.01% new 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,912 $841K 0.09% +1,766 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,817 $831K <0.01% new 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,751 $824K 0.17% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,460 $793K 0.17% -200 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,996 $744K <0.01% +4,034 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/ 6,683 $711K <0.01% -444 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,399 $680K <0.01% +458 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,939 $631K <0.01% +268 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,610 $597K <0.01% +611 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,598 $595K 0.09% +110 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,270 $560K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 5,226 $556K 0.63% +139 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,117 $544K <0.01% +495 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,052 $537K <0.01% +222 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,870 $518K <0.01% +2,270 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,554 $484K <0.01% new 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% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,203 $447K <0.01% +114 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,179 $444K <0.01% -10,082 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,168 $443K 0.21% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,016 $427K 0.06% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,995 $425K <0.01% -84 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,968 $422K <0.01% -289 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 3,751 $399K 0.02% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 3,749 $399K 0.09% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,546 $377K <0.01% +396 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,541 $376K <0.01% -86 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,323 $353K 0.09% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,007 $320K <0.01% -314 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,001 $319K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,830 $301K <0.01% +1,584 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,798 $297K 0.04% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,718 $289K 0.02% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,717 $289K 0.26% +285 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,673 $284K 0.03% -200 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,848 $279K 0.12% +9 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,495 $265K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,330 $248K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,014 $214K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,010 $214K 0.02% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 2,007 $213K 0.09% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,905 $203K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,905 $203K 0.02% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,240 $132K 0.03% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 760 $80.8K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 413 $43.9K <0.01% +2 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 $37.2K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 330 $35K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 195 $20.7K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166 $17.6K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150 $15.9K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 139 $14.8K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 150 $14.2K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $5.32K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 44 $4.68K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16 $1.7K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $865 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.