Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,128,814 $146M 3.81% -195,449 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,124,695 $50.7M <0.01% +48,299 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,189,886 $28.4M <0.01% -35,129 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 881,387 $21M 0.01% -51,937 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 782,160 $18.6M 4.03% +38,623 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 567,349 $13.5M 1.74% +52,486 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 515,982 $12.3M <0.01% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 463,547 $11.1M <0.01% -31,745 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 319,301 $7.61M 0.33% -2,897 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 294,290 $7.02M 1.32% +206,480 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 283,014 $6.75M 0.01% +253,787 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 253,467 $6.04M <0.01% +12,111 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 162,611 $3.88M 1.72% -13,855 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 141,233 $3.37M 0.29% +317 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 108,503 $2.59M 0.71% -2,197 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 89,524 $2.13M 0.53% -13,601 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 86,960 $2.07M 0.01% -70,425 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 86,353 $2.06M <0.01% -1,476 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 81,501 $1.94M 0.29% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 73,768 $1.76M 0.07% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,340 $1.49M 0.01% -3,059 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 58,669 $1.4M <0.01% new 13F-HR Timeline Group 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 50,222 $1.2M <0.01% -1,187 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 48,692 $1.16M 0.26% -264 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 47,172 $1.13M 0.04% -1,010 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,448 $964K <0.01% -148,887 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,461 $917K <0.01% -3,775 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,400 $915K 0.03% +9,250 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,309 $889K 0.01% -5,025 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 35,901 $856K <0.01% +434 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 34,880 $834K 0.05% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 33,269 $793K 0.78% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 30,985 $739K 0.08% -4,865 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 29,175 $696K 0.12% -3,340 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,032 $668K <0.01% +11,091 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,951 $499K <0.01% +11,887 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,192 $481K <0.01% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 17,619 $420K 0.18% -15,621 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,964 $404K <0.01% +100 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,141 $385K 0.02% -2,459 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,975 $381K <0.01% -6,195 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,869 $378K <0.01% +155 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,320 $365K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,009 $358K 0.04% +820 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,353 $342K <0.01% +2,684 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 11,355 $271K 0.01% -52,418 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,300 $269K <0.01% -602 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,463 $249K 0.11% +28 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,905 $236K <0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,768 $209K 0.06% -1,481 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,115 $74.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,078 $73.4K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,776 $66.2K <0.01% +327 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,000 $47.7K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,000 $47.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 833 $19.9K <0.01% -2,542 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.