JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 864,838 $33M <0.01% +336,904 13F-HR/A Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 151,760 $6M 1.38% -6,126 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 145,932 $5.77M +3,092 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 109,288 $4.32M <0.01% -413,686 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 83,387 $3.3M <0.01% +50,922 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 80,941 $3.2M 2.12% +7,742 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 72,668 $2.87M 0.23% +45,182 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 72,107 $2.85M 0.07% +4,078 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 71,636 $2.83M 0.1% -204 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 66,220 $2.62M <0.01% -998 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 56,942 $2.25M 1.2% +4,105 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,362 $1.4M 0.01% new 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,026 $1.31M <0.01% -1,514 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,344 $1.28M <0.01% +19,483 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 30,900 $1.22M <0.01% -2,300 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,621 $1.17M 0.02% +1,870 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 27,015 $1.07M 0.11% -404 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,838 $943K <0.01% +180 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,393 $886K 0.03% +1,895 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 21,878 $882K 0.3% +3,073 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,571 $735K <0.01% +9,361 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,980 $711K 0.19% +5,595 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/ 16,686 $660K <0.01% -1,407 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 15,086 $597K 0.14% +1,000 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,140 $480K 0.01% -6,487 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 11,442 $453K 0.03% +5,721 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,436 $373K 0.01% +69 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,932 $353K 0.01% +1,546 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,569 $339K <0.01% +266 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,783 $308K <0.01% +1,674 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,337 $251K 0.01% +957 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 5,895 $233K 0.14% +8 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,642 $223K 0.01% -2,154 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,572 $141K <0.01% +582 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,209 $87.4K 0.01% +1,809 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,339 $53K 0.03% +2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,169 $46.2K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,100 $44K <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 $38.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 914 $36.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 766 $30.3K <0.01% +375 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 435 $17.2K 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 341 $13.5K <0.01% new 13F-HR/A Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 311 $12.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 233 $9.22K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 220 $8.7K <0.01% -1 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 223 $8.67K 0.01% -2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 110 $4.35K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2 $79 <0.01% new 13F-HR Timeline Group