Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,144,016 $145M 3.77% +15,202 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,253,999 $53.3M <0.01% +129,304 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,176,906 $27.8M <0.01% -12,980 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 807,186 $19.1M 3.91% +25,026 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 594,105 $14M 1.89% +26,756 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 556,109 $13.1M 0.01% -325,278 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 460,777 $10.9M <0.01% -2,770 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 337,985 $7.99M <0.01% -177,997 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 327,653 $7.74M 0.32% +8,352 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 273,574 $6.46M 1.17% -20,716 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 242,978 $5.74M <0.01% -10,489 13F-HR/A Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 153,001 $3.62M 1.58% -9,610 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 147,030 $3.47M 0.3% +5,797 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 107,172 $2.53M 0.71% -1,331 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 82,017 $1.94M <0.01% -4,336 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,017 $1.91M <0.01% +22,348 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 80,898 $1.91M 0.49% -8,626 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 70,356 $1.66M 0.25% -11,145 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,686 $1.6M 0.01% -19,274 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,759 $1.48M 0.01% +419 13F-HR Timeline 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 53,754 $1.27M <0.01% +3,532 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 51,400 $1.21M 0.03% +13,000 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 45,051 $1.06M 0.23% -3,641 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 43,822 $1.04M 0.03% -3,350 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 39,568 $935K <0.01% +11,536 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,440 $908K <0.01% -21 13F-HR Timeline CROBAN More: the full row for CROBAN 36,797 $869K 0.8% +3,528 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 33,982 $803K 0.01% new 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 32,880 $777K 0.05% -2,000 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,173 $737K <0.01% -9,275 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 29,421 $695K 0.12% +246 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 28,046 $663K 0.06% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 27,180 $642K 0.08% -3,805 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,886 $612K <0.01% +9,911 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,959 $519K 0.02% +5,818 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,601 $510K <0.01% +650 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,857 $422K <0.01% -265,157 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,964 $401K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,849 $398K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,699 $395K 0.04% +1,690 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,575 $392K 0.01% -20,734 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,586 $321K 0.14% +3,123 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,384 $316K <0.01% -969 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,653 $228K <0.01% -10,539 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,131 $216K <0.01% -774 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,955 $141K <0.01% -29,946 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,115 $73.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,020 $71.4K 0.01% -58 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,000 $47.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,000 $47.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 833 $19.7K <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 0 $5 <0.01% -2,776 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.