Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,007,237 $321M 1.96% +344,952 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,908,387 $226M +496,926 Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,499,238 $206M 16.07% +167,569 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,994,457 $183M 1.88% +227,398 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,989,254 $183M 0.81% +175,456 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,605,368 $165M 40.64% +143,579 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,418,262 $156M 1.81% -50,289 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,785,357 $127M 39.31% +75,775 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,725,400 $125M 27.27% -3,141 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,408,851 $110M 20.72% +297,059 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,386,738 $109M 0.7% -125,086 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,189,329 $100M 13.02% +56,123 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,093,391 $95.8M 11.92% +89,431 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,042,881 $93.8M 0.14% +107,533 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,042,994 $93.5M 1.95% +35,087 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,699,653 $78.8M 2.96% +82,674 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,640,453 $75.1M 12.27% +161,915 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,550,561 $71M 11.13% +49,602 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,410,087 $64.5M 20.83% +108,611 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,372,749 $62.8M 0.43% +6,926 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,349,054 $61.7M 0.37% +89,074 13F-HR/A Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,279,039 $60.1M 12.1% -12,370 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,231,355 $56.3M 2.73% +474,379 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,223,276 $56M 19.27% -46,386 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,207,659 $55.3M 13.8% -46,120 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,191,146 $54.5M 0.07% -100,516 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,119,298 $52.3M 3.02% -76,053 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,111,458 $50.9M 7% -712,651 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,085,236 $49.7M 0.06% +5,914 13F-HR Timeline Group Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 1,053,325 $47.9M 30.59% +24,253 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,011,270 $46.3M 0.18% +106,164 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,000,245 $45.8M 7.42% +90,976 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 977,428 $44.7M 1.07% +16,155 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 927,623 $42.4M 0.01% +100,174 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 918,558 $42M 7.5% +17,364 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 917,618 $42M 0.07% -25,409 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 914,631 $41.9M 0.05% +144,644 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 901,536 $41.3M 2.34% -16,584 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 899,255 $41.1M 0.33% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 889,432 $40.7M 18.88% +55,752 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 864,771 $39.6M 16.24% +41,498 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 845,414 $38.7M 3.09% -45,442 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 840,612 $38.6M 1.08% +68,696 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 837,642 $38.3M 8.62% +14,049 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 829,947 $38M 0.2% -21,842 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 813,588 $37.2M 5.24% -14,608 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 813,543 $37.2M 6.07% +1,059 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 811,941 $37.2M 6.95% +50,038 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 808,974 $37M 22.01% +35,150 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 793,114 $36.8M 22.24% +1,171 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 803,942 $36.8M 12.95% +48,024 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 794,766 $36.4M 1.14% -1,484 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 748,181 $34.2M 13.36% -19,478 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 729,649 $33.4M 10.94% +75,970 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 727,979 $33.3M 9.55% +33,684 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 719,182 $32.9M 0.01% +286,573 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 692,046 $31.7M 0.02% +17,501 13F-HR Timeline Group Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 663,198 $30.3M 16.95% -69,791 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 659,467 $30.2M 8.15% +33,856 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 655,912 $30M 1.22% +28,894 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 648,220 $29.7M 12.95% -610 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 635,040 $29.1M 0.06% -34,257 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 631,695 $28.9M 6.13% +13,817 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 625,919 $28.6M 15.51% -1,901 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 623,534 $28.5M 16.08% -12,542 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 621,615 $28.4M 2.59% -24,959 13F-HR Timeline ACT Advisors, LLC. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 359,273 $16.4M 5.88% +42,860 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 354,829 $16.2M <0.01% +26,405 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 345,344 $15.8M 0.96% +23,023 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 342,500 $15.7M 0.03% -69,306 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 376,342 $15.2M 8.46% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 332,913 $15.2M 4.18% +5,214 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 332,578 $15.2M 9.01% -3,522 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 329,240 $15.1M 0.3% -47,669 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 328,207 $15M 2.43% +3,211 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 318,639 $14.6M 8.58% +7,634 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 315,293 $14.4M 7.86% +10,671 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 312,856 $14.3M 2.69% 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 309,194 $14.1M 1.97% +79,341 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 305,947 $14.1M 1.43% +1,203 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 294,634 $13.5M 0.03% -13,458 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 282,153 $12.9M 8.24% +31,761 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 277,735 $12.7M 9.83% +13,121 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 277,060 $12.7M 3.47% +41,104 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 271,755 $12.4M 0.11% +3,206 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 270,424 $12.4M 4.86% +9,834 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 263,923 $12.1M 12.5% -18,178 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 260,802 $11.9M 0.03% +918 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 260,203 $11.9M 2.85% -71,184 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 258,475 $11.8M 2.05% +14,112 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 255,189 $11.7M 10.12% +2,989 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 250,069 $11.4M 3.6% -1,894 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 248,925 $11.4M 6.28% 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 245,676 $11.2M 8.24% +3,764 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 241,018 $11M 4.35% +23,590 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 236,959 $10.8M <0.01% -24,458 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 233,939 $10.7M 3.88% +5,884 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 227,726 $10.4M 3.48% +18,321 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 226,887 $10.4M 2.19% +1,694 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 226,615 $10.4M 6.03% +2,433 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 222,513 $10.2M 0.15% +23,255 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 219,652 $10.1M 0.24% 0 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 217,192 $9.94M 4.21% -1,078 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 214,926 $9.84M 0.26% -2,032 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 211,772 $9.69M 3.01% +98,367 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 209,178 $9.57M 3.83% +100,513 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 201,755 $9.48M 0.25% +1,206 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 206,200 $9.44M 6.41% +6,720 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 204,200 $9.34M 0.24% +99,560 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 195,051 $8.93M 4.14% -1,431 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 193,137 $8.84M 0.07% +33,023 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 183,655 $8.4M 0.32% +31,873 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 183,552 $8.4M 3.39% -19 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 178,764 $8.18M 0.06% +9,565 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 176,288 $8.07M 0.04% -2,114 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 175,091 $8.01M 2.7% -999 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 173,529 $7.94M 1.28% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 173,133 $7.92M 3.83% +4,296 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 170,694 $7.81M 0.16% +1,931 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 168,339 $7.7M 3.48% +30,722 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 167,818 $7.68M 0.68% -8,914 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 167,316 $7.66M 2.77% +11,061 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 163,514 $7.48M 0.59% -784 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 163,504 $7.48M 2.37% -15,071 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 163,462 $7.48M 4.01% +2,217 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 163,028 $7.46M -40,863 Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 154,544 $7.07M 1.16% -4,921 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 151,011 $6.91M 1.38% +1,785 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 150,290 $6.88M 1.53% +226 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 149,602 $6.85M 4.65% 0 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 149,583 $6.84M 6.12% +10,025 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 149,053 $6.82M 0.78% +21,788 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 148,243 $6.78M 0.42% +8,418 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 147,622 $6.76M 1.52% +84 13F-HR Timeline CROBAN More: the full row for CROBAN 146,618 $6.71M 4.47% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 146,505 $6.7M 0.01% -22,075 13F-HR Timeline Group JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 144,058 $6.59M 4.68% -1,645 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 140,471 $6.43M 0.47% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 137,844 $6.33M 3% +1,192 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 135,483 $6.2M 3.26% -6,889 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 130,940 $5.99M 0.12% -526 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 129,642 $5.93M 1.47% -189 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 127,895 $5.85M 0.04% +4,895 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 127,393 $5.83M 0.06% -233 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 124,568 $5.7M 3.1% -13,806 13F-HR/A Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 124,380 $5.69M 2.42% +4,981 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 123,838 $5.67M 1.48% +10,664 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 122,772 $5.62M 1.14% -2,353 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 121,855 $5.58M 0.14% +2,059 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 121,603 $5.56M 3.35% -541 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 118,496 $5.42M 0.95% +176 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 116,112 $5.31M 3.34% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 113,705 $5.2M 1.07% +13,947 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 113,500 $5.19M -244,129 Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 112,983 $5.17M 0.55% +2,296 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 112,775 $5.16M 2.05% +17,283 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 110,506 $5.06M 2.77% -3,333 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 110,191 $5.04M 1.33% -32,475 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 108,828 $4.98M 0.01% +1,039 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 108,763 $4.98M 4.41% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 108,569 $4.97M -2,105 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 107,834 $4.93M 0.01% -5,721 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 107,627 $4.92M <0.01% +37,470 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 104,310 $4.77M 0.1% +36,865 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 102,657 $4.7M 0.28% +5,187 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 101,846 $4.66M 2.01% +5,593 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 99,231 $4.54M 0.72% -1,455 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 99,107 $4.54M 3.26% +2,671 13F-HR Timeline