RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,236,674 $462M 11.71% +7,132 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 514,667 $56.1M 0.01% -50,373 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 268,176 $31M +39,822 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 68,205 $7.43M 0.18% +2,068 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 43,101 $4.7M 0.15% +13,132 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/ 33,988 $3.7M <0.01% -498 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,023 $2.18M <0.01% new 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,709 $1.49M <0.01% -697 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 11,431 $1.25M 0.05% -585 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 9,423 $1.03M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,941 $974K <0.01% -470 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,572 $825K <0.01% +20 13F-HR/A Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,437 $818K 0.11% +398 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 7,269 $792K 0.12% +931 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,692 $729K <0.01% -216 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,813 $633K 0.24% +46 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,288 $576K <0.01% +381 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,238 $571K <0.01% -360 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 5,022 $547K 0.41% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,967 $541K 0.04% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,738 $516K <0.01% -218 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,057 $442K 0.08% +44 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,506 $382K 0.01% +66 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,116 $231K <0.01% +1,195 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 2,084 $227K 0.01% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,000 $218K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 842 $91.8K <0.01% -779 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 532 $58K <0.01% +192 13F-HR/A Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 196 $21.4K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 188 $20.5K <0.01% +127 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 74 $8.06K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21 $2.29K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18 $1.96K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $9 <0.01% -671 13F-HR Timeline Group Amount filed as zero, left out of ratios.