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 242,262 $10.5M <0.01% +411 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 225,525 $9.74M 0.32% +12,267 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 199,254 $8.6M 1.13% +738 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 135,039 $5.83M <0.01% -914 13F-HR/A Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 123,867 $5.35M 3.12% +953 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 115,315 $4.98M 0.08% +62,439 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 99,583 $4.3M 0.31% +3,746 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 71,024 $3.07M 0.08% new 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 67,547 $2.92M 2.2% +4,771 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 57,670 $2.49M 0.65% +11,782 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 56,676 $2.45M 0.37% -414 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/ 53,762 $2.32M <0.01% +462 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 30,424 $1.31M 0.02% +3,606 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 28,369 $1.22M 0.87% +881 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 25,640 $1.11M 0.77% +82 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 25,281 $1.09M 0.47% -49 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,646 $934K 0.01% -15,796 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,032 $865K <0.01% -707 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,783 $725K <0.01% +5,992 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,122 $653K <0.01% new 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 14,958 $646K 0.11% +195 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,565 $499K 0.01% +603 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,735 $334K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,074 $305K 0.07% -732 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,964 $301K <0.01% -519 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,291 $270K 0.16% +32 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,364 $232K <0.01% +1,919 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,234 $226K <0.01% +94 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,947 $170K 0.02% -3,944 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,219 $52K <0.01% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $32.4K <0.01% -1,750 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 730 $31.5K <0.01% +87 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 595 $26K <0.01% +286 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 264 $11.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 239 $10.3K <0.01% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 165 $7.11K <0.01% +1 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $5.44K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 101 $4.36K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 57 $2.46K <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 22 $966 <0.01% +22 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $54 <0.01% 0 13F-HR Timeline Group 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.