JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 852,955 $42.8M <0.01% -11,883 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 149,154 $7.64M +3,222 Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 144,892 $7.42M 1.54% -6,868 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 115,945 $5.94M <0.01% +6,657 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 100,524 $5.15M <0.01% +17,137 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 84,778 $4.34M 2.34% +3,837 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 69,826 $3.58M 0.11% -1,810 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 62,737 $3.21M <0.01% -3,483 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 62,588 $3.21M 1.47% +5,646 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,507 $2.38M <0.01% +14,163 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 43,701 $2.24M 0.15% -28,967 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,651 $1.93M 0.01% +2,289 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,972 $1.89M <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,082 $1.54M 0.02% +461 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,022 $1.49M <0.01% +5,184 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 23,429 $1.2M 0.03% +1,036 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,271 $1.04M <0.01% +1,700 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 18,162 $930K 0.2% +3,076 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,484 $896K 0.22% -496 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 17,082 $875K 0.08% -9,933 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/ 16,536 $847K <0.01% -150 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,308 $733K 0.49% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 13,849 $710K 0.01% new 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 13,739 $704K 0.17% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,140 $622K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,746 $551K <0.01% +2,177 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) 9,126 $468K 0.01% new 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,586 $440K 0.01% -346 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,027 $411K <0.01% +244 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,882 $353K 0.02% +545 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,350 $325K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,760 $295K 0.01% new 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 5,633 $289K 0.15% -262 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,070 $260K <0.01% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,858 $249K 0.06% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,541 $234K 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,360 $223K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,269 $219K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,020 $206K <0.01% +448 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 3,982 $204K 0.06% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,939 $202K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,209 $113K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,731 $88.7K 0.03% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,340 $68.7K 0.04% +1 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,100 $56K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 965 $49.4K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 914 $46.8K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 904 $46.3K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 495 $25.4K <0.01% -271 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 435 $21.8K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 222 $11.4K <0.01% +2 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 223 $11.1K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 136 $6.97K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 110 $5.63K <0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 75 $3.84K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35 $1.79K <0.01% new 13F-HR Timeline