Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,749 $355K 0.26% -561 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,549 $346K 0.02% +318 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,501 $344K 0.12% +494 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,501 $344K 0.01% +323 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,478 $343K 0.24% +350 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,409 $340K 0.29% +439 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 7,192 $330K 0.32% -2,485 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 7,051 $323K 0.18% -129 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,991 $320K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,968 $319K <0.01% +3,546 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,954 $319K <0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,621 $303K 0.03% -615 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,535 $300K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,360 $298K 0.01% +66 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,100 $280K <0.01% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 6,092 $279K 0.03% +237 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,963 $273K 0.19% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,891 $270K 0.01% +281 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,795 $266K 0.07% -158 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,704 $262K <0.01% -95 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,688 $261K 0.08% -7 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 5,644 $259K 0.04% -1,003 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,635 $258K <0.01% +965 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,604 $257K 0.01% -174 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,563 $255K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,558 $255K 0.02% +248 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,458 $250K <0.01% -626 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,436 $249K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,389 $247K 0.06% -5,389 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 5,302 $243K 0.23% 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 5,286 $242K 0.18% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,280 $242K 0.03% -1,665 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,207 $239K 0.13% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,092 $233K 0.13% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,998 $229K 0.05% -1,192 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,924 $226K 0.05% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,898 $225K <0.01% -51 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,894 $224K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,834 $222K <0.01% +752 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,782 $219K 0.01% +397 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,720 $216K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,668 $214K <0.01% -71 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,430 $212K 0.04% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,559 $209K 0.12% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,430 $203K 0.2% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,325 $198K <0.01% +227 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,981 $182K 0.04% +179 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,948 $181K 0.08% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,877 $178K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,368 $154K <0.01% +1,709 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,276 $150K 0.01% -10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,260 $149K <0.01% +249 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,248 $149K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,218 $148K <0.01% +973 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,985 $137K <0.01% +110 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,618 $120K 0.12% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,407 $110K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,366 $108K <0.01% -1,991 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,338 $107K <0.01% +1,876 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,086 $95.6K 0.01% -73 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,046 $93.8K 0.03% +92 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,908 $87K <0.01% 0 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,831 $83.9K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,707 $78.3K <0.01% +78 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,555 $71.3K <0.01% +625 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,550 $71.1K <0.01% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,357 $62.2K <0.01% +173 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,200 $55K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,105 $50.7K 0.01% +1,030 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,089 $49.9K 0.04% +49 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,074 $49.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,000 $45.8K 0.03% +40 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 975 $44.7K <0.01% +662 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 965 $44.2K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 962 $44.1K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 951 $43.6K <0.01% +175 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 920 $42.2K <0.01% +22 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 829 $38K <0.01% +38 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 786 $36K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 735 $33.7K <0.01% +255 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 719 $33K <0.01% +545 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 710 $32.6K <0.01% +470 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 669 $30.7K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 620 $28.4K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 618 $28.3K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 598 $27.4K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 540 $24.8K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 505 $23.2K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 494 $22.6K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 403 $18.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 397 $18.2K <0.01% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 375 $17.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 361 $16.5K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 358 $16.4K <0.01% +11 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 335 $15.4K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 331 $15.2K <0.01% +15 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 328 $15K 0.02% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 340 $15K <0.01% 0 13F-HR/A Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 286 $13.1K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 283 $13K 0.01% +13 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 227 $10.4K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 220 $10.1K <0.01% -400 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 216 $9.9K <0.01% +14 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 209 $9.58K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 206 $9.44K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $9.17K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 196 $8.98K <0.01% +56 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 155 $7.11K <0.01% 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 151 $6.92K <0.01% -113 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 150 $6.88K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 145 $6.65K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 142 $6.51K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 138 $6.33K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 133 $6.11K <0.01% +6 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 133 $6.1K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 125 $5.74K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 125 $5.73K <0.01% -231 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 115 $5.33K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 109 $5K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 107 $4.91K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100 $4.58K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $4.58K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 96 $4.4K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $4.13K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 87 $3.99K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81 $3.71K <0.01% -1,761 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 80 $3.67K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 76 $3.48K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 73 $3.35K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 66 $3.03K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 62 $3K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 60 $2.75K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54 $2.48K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $2.48K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $2.29K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48 $2.2K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 47 $2.15K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 45 $2.06K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 44 $2.02K <0.01% -4,176 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 47 $2K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 46 $2K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 45 $2K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $1.97K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 39 $1.78K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 38 $1.74K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 35 $1.6K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 26 $1.21K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 21 $963 <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 20 $917 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $871 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $871 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15 $688 <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13 $587 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12 $551 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 10 $458 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $458 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9 $413 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 9 $393 <0.01% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 8 $367 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $321 <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 7 $321 <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6 $276 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $275 <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5 $229 <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3 $138 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $101 <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2 $92 <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2 $92 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $92 <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $86 <0.01% -2 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1 $46 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 0 $16 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.