Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,146,410 $183M 3.47% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,630,748 $59.1M 0.01% +1,185,089 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,321,690 $29.7M 0.04% +38,380 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 838,089 $18.8M 0.02% +212,356 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 811,983 $18.2M +163,795 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 415,599 $9.33M <0.01% +32,779 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 371,409 $8.34M 0.01% +57,711 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 323,488 $7.26M 0.17% +21,565 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 317,510 $7.13M 0.05% +14,332 13F-HR Timeline Trust Co More: the full row for Trust Co 286,957 $6.44M 0.58% -5,007 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 247,048 $5.55M 1.15% +30,743 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 217,172 $4.88M 0.01% +27,970 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 195,227 $4.38M 0.01% -1,869 13F-HR/A Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 178,446 $4.01M 1.64% +34 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 162,722 $3.65M 2.19% +11,386 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 161,516 $3.63M 0.72% +51,860 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 157,020 $3.53M 0.07% -117,396 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 154,176 $3.46M 0.05% -22,600 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 138,370 $3.11M 0.06% -1,471 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 137,977 $3.1M 0.07% -2,387 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 135,923 $3.05M 0.45% +19,080 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 107,759 $2.42M <0.01% +2,653 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 106,231 $2.38M 0.18% +97 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 106,898 $2.37M +60,263 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 105,171 $2.36M <0.01% +11,422 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 105,010 $2.36M <0.01% +21,004 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 96,618 $2.16M 0.01% +85,356 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 96,134 $2.16M 1.25% +7,058 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 88,577 $1.99M 0.1% +18,532 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 80,200 $1.8M 1.27% -300 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 78,991 $1.77M 0.07% +2,047 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 77,325 $1.74M 0.01% +6,461 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 75,007 $1.68M 0.29% +32,314 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 69,927 $1.57M 0.04% -13,791 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 68,406 $1.54M 0.15% -11,056 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 64,431 $1.43M 0.32% -21,811 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 63,097 $1.42M 0.05% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 59,216 $1.33M 0.23% -1,242 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 54,487 $1.22M 0.19% +21,102 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 53,942 $1.21M 0.01% -4,864 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 52,776 $1.18M 0.25% -7,565 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 51,825 $1.16M 0.4% +2,471 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,827 $1.14M -11,066 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,080 $1.12M 0.01% +6,585 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 48,492 $1.09M 0.01% +3,915 13F-HR Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 45,000 $1.01M 0.31% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 44,520 $999K 0.02% -146 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 44,111 $990K 0.06% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 43,025 $966K 0.13% -22,575 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 42,855 $962K <0.01% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 41,796 $938K 0.83% +1,500 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,342 $924K <0.01% +25,097 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,732 $847K <0.01% +35,373 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 37,438 $840K 0.08% +8,598 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,452 $818K <0.01% +327 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,924 $762K 0.01% -1,876 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 33,837 $760K 0.08% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 33,794 $759K 0.24% +901 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 32,370 $727K 0.11% -113,287 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 31,092 $698K 0.53% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,072 $698K <0.01% -100,706 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 30,953 $689K 0.36% +4,752 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 30,175 $677K 0.06% +205 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 29,421 $661K <0.01% -7,142 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 28,810 $647K 0.24% -2,444 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,694 $644K <0.01% +3,900 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 28,327 $634K 0.22% +11,601 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,539 $618K 0.02% -7,404 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 27,780 $615K 0.09% -20,900 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 26,709 $600K 0.15% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,955 $583K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,799 $579K 0.01% +6,368 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 25,233 $566K 0.01% -500 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 23,720 $533K 0.31% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 23,077 $518K 0.28% +3,582 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 22,492 $505K 0.08% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,496 $483K 0.01% -10,278 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 21,470 $482K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,876 $469K 0.02% +9,669 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,782 $467K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 20,747 $466K 0.05% +2,881 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 20,184 $453K 0.06% +5,184 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,875 $446K 0.01% +1,703 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,801 $445K 0.12% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,715 $443K 0.02% +8,013 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 19,995 $442K 0.19% +882 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,596 $417K 0.03% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17,806 $400K 0.01% +5,793 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,242 $387K 0.04% +6 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,864 $379K 0.02% +950 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,537 $371K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,354 $367K <0.01% +6,428 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,859 $356K <0.01% +333 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 16,000 $355K 0.04% new 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 15,557 $349K 0.19% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 15,162 $340K 0.1% -138 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,691 $330K <0.01% +336 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 14,691 $330K 0.01% +95 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,691 $330K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,281 $321K 0.04% -1,594 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 14,166 $318K 0.18% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,113 $317K <0.01% +1,759 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,085 $316K 0.09% +3,518 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,001 $314K <0.01% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 13,756 $309K 0.12% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 13,565 $305K 0.09% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,485 $303K <0.01% -13,177 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,400 $301K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 12,906 $290K 0.07% +94 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,313 $276K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,081 $271K 0.01% +619 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 11,467 $257K 0.14% +115 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 11,200 $251K 0.2% -5,000 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,180 $251K <0.01% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,687 $240K 0.06% -1,245 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,070 $226K <0.01% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,000 $224K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,973 $224K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,668 $213K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,329 $209K <0.01% -453 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,278 $208K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,869 $199K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,631 $194K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,092 $182K <0.01% +2,320 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,484 $168K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,949 $156K 0.04% +2,253 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,784 $152K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,321 $142K <0.01% -1,228 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,000 $112K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,075 $91.5K <0.01% +1,233 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,898 $87.5K <0.01% -208 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,455 $77.5K <0.01% +67 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 3,420 $76.8K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,769 $62.2K <0.01% +47 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,750 $62K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,562 $57.5K 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,451 $55K <0.01% -339 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,051 $46.1K <0.01% -26,652 13F-HR Timeline UBS AM, a distinct business unit of UBS… in group UBS Group AG More: the full row for UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,050 $23.6K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 833 $18.7K <0.01% +60 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 600 $13.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 313 $7.03K <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 140 $3.14K <0.01% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 102 $2.29K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 40 $898 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $33 <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 $7 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.