RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 12,726,372 $1.51B 40.19% -313,063 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,427,445 $287M 2.88% +255,338 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 1,798,063 $213M 0.04% -1,244,744 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 852,649 $101M 17% +16,734 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 728,410 $86M 7.06% -49,802 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 553,746 $65.4M 0.43% -80,744 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 452,842 $53.6M 2.65% +35,319 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 364,511 $43.2M 0.01% +18,595 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 307,822 $36.5M 0.03% +34,660 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 305,121 $36.1M 1.67% +23,003 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 235,158 $27.8M 13.14% +21,814 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 230,107 $27.3M 5% +222,356 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 181,577 $21.5M 0.01% -152,905 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 179,103 $21.2M 0.21% +137,932 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 163,741 $19.4M 0.03% +5,898 13F-HR/A Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 140,671 $16.7M 4.22% +8,369 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 132,111 $15.6M 0.5% -14,747 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 112,192 $13.3M <0.01% +94,637 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 110,223 $13.1M <0.01% +80,858 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 97,978 $11.6M 0.06% -2,467 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 90,600 $10.7M 0.02% new 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 89,643 $10.6M 1.75% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 78,070 $9.25M <0.01% +4,595 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 74,631 $8.84M +26,425 Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 67,389 $7.98M 0.59% +2,839 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 63,259 $7.49M 0.21% +36,890 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 60,473 $7.16M 3.05% +32,123 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,685 $6.71M 0.01% +2,286 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,607 $6.7M 0.06% +23,392 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 35,370 $4.19M 0.2% +31,619 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,196 $4.05M 0.01% -2,685 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 27,469 $3.25M 1.12% -8,041 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,868 $2.94M 0.11% +9,155 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 22,164 $2.64M 0.35% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,406 $2.54M <0.01% +11,016 13F-HR Timeline Group Wealth Forward, LLC More: the full row for Wealth Forward, LLC 20,232 $2.4M 1.61% -16 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 18,779 $2.22M 0.83% +540 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,918 $2M 0.04% +1,160 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,022 $1.95M 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,876 $1.76M 0.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,746 $1.75M 0.02% -12,964 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,719 $1.74M <0.01% +10,516 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,526 $1.72M 0.36% -3,024 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 14,300 $1.69M 0.33% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 13,534 $1.6M 0.41% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13,521 $1.6M 1.36% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,712 $1.51M <0.01% +5,716 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,426 $1.47M 0.01% -78 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,735 $1.39M 0.14% +82 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,657 $1.38M 0.35% +868 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,060 $1.33M 0.03% -2,124 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,768 $1.27M 0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,230 $1.09M 0.01% new 13F-HR/A Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 9,037 $1.07M 0.23% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,139 $964K <0.01% +2,529 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,874 $932K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,869 $932K 0.08% -43 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,460 $883K 0.16% 0 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/ 6,592 $781K <0.01% -91 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,421 $760K <0.01% +22 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,822 $690K 0.41% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,604 $664K 0.08% +6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,323 $630K <0.01% +206 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,270 $624K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,040 $597K <0.01% +1,045 13F-HR/A Timeline Group Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 4,983 $590K 0.49% -243 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,248 $503K 0.07% +232 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,229 $501K 0.01% -40 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,120 $488K <0.01% -1,819 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,105 $486K <0.01% +137 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,020 $476K 0.2% -148 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,844 $455K 0.01% new 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 3,646 $432K 0.33% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,603 $427K 0.03% +930 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,556 $421K <0.01% +10 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,347 $396K 0.06% +549 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,152 $373K 0.09% -171 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,058 $362K 0.31% +341 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,009 $356K 0.01% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,848 $342K 0.12% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,645 $313K <0.01% -2,225 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,495 $295K 0.04% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,492 $295K <0.01% -5,325 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,482 $294K <0.01% -525 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,443 $289K <0.01% -1,098 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,377 $285K <0.01% -75,327 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,337 $277K <0.01% +323 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,330 $276K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,310 $274K <0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,079 $246K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,010 $238K 0.02% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,968 $233K <0.01% -3,084 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,958 $232K <0.01% -2,221 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,946 $230K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,905 $226K 0.02% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,905 $226K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,857 $220K 0.01% -973 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,840 $218K <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,814 $215K <0.01% new 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,703 $202K 0.13% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,700 $201K 0.09% -307 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 894 $106K 0.05% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 760 $90K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 617 $73K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 375 $44K <0.01% +45 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 364 $43.2K <0.01% -49 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 $41.5K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 316 $37.4K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 276 $32.7K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 195 $23.1K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166 $19.7K <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 $17.8K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 139 $16.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $5.92K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 41 $4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16 $1.9K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $1.07K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $964 <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.