Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 724,460 $26.8M 0.49% +32,140 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/ 720,891 $26.6M <0.01% +58,366 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. 362,880 $13.4M 0.01% -29,258 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 128,904 $4.76M <0.01% -6,732 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 109,115 $4.03M 0.34% -14,227 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 87,896 $3.25M <0.01% -10,549 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 72,000 $2.66M 0.01% +27,500 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 63,998 $2.37M 0.05% -274 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,072 $1.85M <0.01% -1,411 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,671 $1.82M 0.01% +30 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 46,000 $1.7M 0.05% +16,850 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,925 $1.51M <0.01% +1,495 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,751 $1.03M <0.01% -1,314 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 27,113 $1.01M 0.41% -4,793 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 27,058 $1000K -607 Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 26,070 $973K <0.01% +430 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,058 $926K <0.01% -969 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,769 $805K <0.01% -174 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,676 $653K <0.01% -430 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,940 $626K 0.01% -19,764 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 13,653 $520K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,906 $514K <0.01% -848 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,527 $500K <0.01% -466 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,543 $464K 0.01% -25 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,276 $454K <0.01% -4,107 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,945 $441K <0.01% +782 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,626 $439K <0.01% -3,792 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,609 $392K <0.01% -1,651 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 9,190 $341K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,730 $249K <0.01% 0 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,475 $239K 0.11% 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 6,258 $231K 0.21% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,892 $228K <0.01% -325 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,124 $226K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,907 $218K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,783 $214K <0.01% -13,561 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,983 $184K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,518 $167K <0.01% -400 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 2,380 $88K 0.09% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,034 $75.2K <0.01% +572 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,997 $73.8K <0.01% +436 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,300 $48K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,232 $45.5K <0.01% -51 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 900 $33.3K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 854 $31.6K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 781 $28.9K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 614 $22.7K 0.01% -614 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 600 $22.2K <0.01% 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 500 $18.5K <0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 450 $16.6K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 432 $16K <0.01% +222 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 413 $15.3K 0.01% -3,256 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 347 $12.8K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 308 $11.4K 0.01% 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 290 $10.7K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 236 $8.72K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 209 $7.72K <0.01% +25 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 153 $5.68K <0.01% -24 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $3.7K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 100 $3.7K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100 $3.7K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $3.36K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 54 $2K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 40 $1.48K <0.01% -29 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $111 <0.01% -539 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $28 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 0 $6 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.