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 241,851 $10.4M <0.01% +7,381 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 213,258 $9.19M 0.32% +53,230 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 198,516 $8.56M 1.29% +5,376 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 135,953 $5.86M <0.01% +5,200 13F-HR/A Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 122,914 $5.3M 3.28% +5,178 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 115,613 $4.98M 0.79% +4,379 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 95,837 $4.13M 0.36% +3,504 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 73,402 $3.16M 0.4% new 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 62,776 $2.71M 2.32% +10,389 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 57,090 $2.46M 0.39% +1,076 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/ 53,300 $2.3M <0.01% +25,544 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 52,876 $2.28M 0.04% +12,498 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 45,888 $1.98M 0.55% +2,450 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,442 $1.61M 0.01% -362 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 27,488 $1.18M 0.91% +1,122 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,818 $1.16M 0.01% +747 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 25,558 $1.1M 0.91% -4,339 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 25,330 $1.07M 0.57% -1,379 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 21,721 $936K 0.81% +188 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,739 $894K <0.01% -1,900 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 14,763 $636K 0.12% +129 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,962 $472K 0.01% -423 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,791 $465K <0.01% -16,255 13F-HR/A Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,909 $384K 0.07% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,891 $340K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,806 $336K 0.12% -4,321 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,483 $323K <0.01% +150 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,286 $314K <0.01% new 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,259 $265K 0.18% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,570 $240K 0.16% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,140 $222K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,917 $212K 0.01% -2,067 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,445 $148K <0.01% +392 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,500 $108K <0.01% +1,625 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,213 $52K <0.01% +1,212 13F-HR Timeline Collier Financial More: the full row for Collier Financial 910 $39.2K 0.03% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 643 $27.7K <0.01% -3,024 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 424 $18.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 309 $13K <0.01% +2 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 264 $11.4K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 238 $10.3K <0.01% -79 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 164 $7.05K <0.01% +2 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $5.43K <0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 84 $3.62K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 64 $2.76K <0.01% -565 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 57 $2.46K <0.01% -242 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $60 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $10 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.