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 246,306 $10.8M <0.01% +4,044 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 229,862 $10.1M 0.28% +4,337 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 226,785 $9.96M 1.37% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 208,380 $9.15M 1.07% +9,126 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 143,613 $6.3M <0.01% +8,574 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 129,608 $5.69M 0.08% +14,293 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 127,913 $5.62M 3.13% +4,046 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 101,539 $4.46M 0.29% +1,956 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 77,061 $3.38M 2.34% +9,514 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 61,951 $2.72M 0.66% +4,281 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 56,075 $2.46M 0.35% -601 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/ 55,605 $2.44M <0.01% +1,843 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 31,856 $1.4M 0.05% -39,168 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,961 $1.32M <0.01% +13,178 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 29,005 $1.27M 0.86% +636 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,774 $1.26M 0.01% -1,650 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 26,916 $1.18M 0.7% +1,276 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 25,670 $1.12M 0.42% +389 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 22,789 $1M 0.75% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,148 $929K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,101 $883K <0.01% -1,545 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 15,151 $665K 0.11% +193 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 13,156 $578K <0.01% -6,876 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,741 $472K 0.01% -824 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,959 $349K 0.06% +885 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,199 $316K <0.01% -536 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,852 $301K <0.01% -112 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,503 $286K <0.01% +1,139 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,286 $276K <0.01% +1,052 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,110 $268K 0.15% -181 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,947 $173K 0.02% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,124 $49.3K <0.01% new 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 988 $43.3K <0.01% +258 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 910 $40K 0.03% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $32.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 725 $31.8K <0.01% -494 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 317 $14K <0.01% -278 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 240 $10.5K <0.01% +1 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 142 $6.22K <0.01% -23 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 142 $6.21K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $5.53K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 101 $4.43K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71 $3.12K <0.01% -193 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 57 $2.5K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34 $1.51K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $55 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $9 <0.01% -22 13F-HR Timeline Group Amount filed as zero, left out of ratios.