Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,334 $414K 0.02% +414 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 4,281 $409K 0.33% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,250 $406K 0.09% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,244 $405K 0.04% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,178 $399K 0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,071 $389K 0.1% -283 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,902 $373K 0.13% -526 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,854 $368K <0.01% +1,385 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,740 $357K <0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,703 $354K <0.01% -413 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,634 $347K 0.07% -200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,460 $330K 0.01% -280 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,460 $330K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,311 $316K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,297 $315K <0.01% +239 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,255 $315K 0.02% -638 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,211 $307K <0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,178 $303K <0.01% -7,614 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,600 $299K 0.03% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,100 $296K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,024 $289K 0.01% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,015 $288K 0.01% -300 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,692 $287K 0.02% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,000 $286K <0.01% new 13F-HR/A Timeline Group Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,000 $286K 0.31% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,966 $283K 0.04% +1 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,950 $282K 0.02% +3 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,946 $281K 0.21% +3 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,850 $272K 0.01% -950 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,805 $268K 0.01% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,787 $266K <0.01% +480 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,400 $265K 0.02% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,762 $264K 0.24% -144 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,758 $263K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,754 $263K <0.01% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,750 $263K 0.09% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,712 $259K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,365 $258K +310 Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,643 $252K 0.22% +2 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 2,638 $252K 0.19% -362 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,564 $248K 0.02% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,530 $242K 0.14% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,523 $241K 0.02% +3 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,500 $239K 0.09% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,500 $239K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,490 $238K <0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,470 $236K 0.01% +1 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,468 $236K 0.07% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,441 $233K 0.16% -392 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,407 $230K 0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,398 $229K 0.04% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 2,380 $227K 0.11% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,325 $222K 0.02% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,252 $215K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,250 $215K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,249 $215K <0.01% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,000 $213K 0.14% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,217 $212K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,196 $210K 0.01% +125 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,187 $209K 0.01% -154 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,152 $205K 0.01% +1 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,145 $205K <0.01% 0 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,137 $204K 0.21% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,020 $193K 0.02% -300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,972 $188K <0.01% -600 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,796 $171K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,740 $166K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,647 $157K <0.01% +1,200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,545 $148K 0.13% +25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,483 $143K 0.07% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,377 $131K 0.05% +10 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,300 $124K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,200 $115K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,129 $108K 0.01% +1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,020 $97.4K 0.02% -150 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,007 $96.1K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 939 $89.7K <0.01% +584 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 898 $85.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 750 $71.6K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 720 $68.7K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 684 $65.3K 0.04% +107 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 680 $64.9K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 619 $59.1K 0.02% -1,858 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 610 $58.2K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 580 $55.4K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 526 $50.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $47.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 465 $44K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 458 $43.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 455 $43.4K <0.01% -175 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 438 $41.8K 0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 378 $36.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 372 $36K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 355 $33.9K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 336 $32.1K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 301 $28.7K <0.01% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 286 $27.3K <0.01% +182 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 238 $26.4K <0.01% -256 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 256 $24.4K <0.01% 0 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 200 $19.1K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 197 $18.8K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 185 $17.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 180 $17.2K 0.01% +173 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 175 $16.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 158 $15.1K <0.01% +54 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 129 $12.4K <0.01% -1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 114 $10.9K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 112 $10.7K <0.01% 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 107 $10.2K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 100 $9.55K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 98 $9.36K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 88 $8K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 60 $5.75K <0.01% -2 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46 $4.41K <0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 44 $4.2K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 44 $4.2K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 36 $3.51K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26 $2.48K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 25 $2.39K <0.01% 0 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 25 $2.39K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16 $1.53K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6 $573 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $275 <0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 200,000 $11.4K new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.