Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 75,258 $6.1M 2.23% +56,651 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 75,582 $6.09M 2.25% +56,787 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 75,380 $6.07M 0.34% +57,066 13F-HR Timeline Ehrenkranz Partners L.P. 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More: the full row for SMITH, MOORE & CO. 71,662 $5.77M 0.37% +53,805 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 71,391 $5.75M 1.62% +53,461 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 70,927 $5.71M 0.72% +53,398 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 70,681 $5.69M 0.26% +50,538 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 70,483 $5.68M 0.5% +51,859 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 70,213 $5.66M 0.65% +55,198 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 69,998 $5.64M 0.97% +51,567 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 69,800 $5.62M 0.63% +51,669 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 69,724 $5.62M 0.61% +52,293 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 69,487 $5.6M 0.3% +50,611 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 69,325 $5.59M 1.67% +51,922 13F-HR Timeline SCOTIA CAPITAL INC. 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Inc More: the full row for Hofer & Associates. Inc 67,355 $5.43M 2.62% +50,917 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 67,229 $5.42M 1.31% +50,384 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 67,142 $5.41M 2.17% +50,452 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 66,595 $5.37M 1.04% +49,690 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 66,134 $5.33M 3.26% +47,672 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 65,457 $5.27M 0.16% +50,113 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 65,431 $5.27M 0.01% +51,492 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 65,306 $5.26M 3.12% +50,441 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 64,915 $5.23M 0.07% -952 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 64,416 $5.19M 3.37% +50,088 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 63,894 $5.15M 1.11% +47,509 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 63,316 $5.1M 2.45% +47,245 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 63,170 $5.09M 0.22% +48,032 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 62,803 $5.06M 0.31% +47,103 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 62,400 $5.03M 0.75% +46,382 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 62,376 $5.03M 0.3% +46,654 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 61,832 $4.98M 0.07% +46,374 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 61,775 $4.98M 0.05% +45,813 13F-HR Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 61,736 $4.97M 3.7% +46,584 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 61,684 $4.97M 1.27% +46,628 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 61,611 $4.96M 0.5% +46,347 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 61,182 $4.93M 0.63% +45,424 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 60,839 $4.9M 0.14% +45,882 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 60,834 $4.9M 0.09% +45,720 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 60,768 $4.9M 1.28% +46,191 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 60,705 $4.89M 0.02% +41,281 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 60,403 $4.87M 2.86% +45,102 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 60,235 $4.85M 0.21% +45,200 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 59,869 $4.82M 0.11% +45,300 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 59,748 $4.81M 0.12% +52,478 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 59,670 $4.81M 0.23% +46,033 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 59,558 $4.8M <0.01% +53,210 13F-HR/A Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 59,524 $4.8M 3.27% +44,674 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,055 $4.76M 0.1% +43,270 13F-HR Timeline Group FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 58,974 $4.75M 1.91% +44,502 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 58,956 $4.75M 0.11% +44,217 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 58,511 $4.71M 1.26% +43,808 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 58,255 $4.69M 0.31% +46,563 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 58,097 $4.68M 0.9% +43,494 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 58,010 $4.67M 3.67% +43,466 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 57,797 $4.66M 0.11% +46,216 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 57,774 $4.65M 0.26% +44,396 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 57,594 $4.64M 0.01% +44,851 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 57,408 $4.63M 0.61% +42,506 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 57,272 $4.61M 3.39% +42,930 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 57,421 $4.61M 0.38% +42,706 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 57,108 $4.6M 0.12% +42,831 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 57,062 $4.6M 0.4% +42,881 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 56,727 $4.57M 0.35% +41,397 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 56,626 $4.56M 0.08% +42,218 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 56,576 $4.56M 2.51% +34,525 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 56,453 $4.55M 0.17% +42,339 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 56,442 $4.55M 0.69% +42,362 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 55,975 $4.51M 2.93% +41,885 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 55,721 $4.49M 0.02% +42,046 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 55,671 $4.49M 2.67% +40,826 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 55,652 $4.48M 0.71% +40,726 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 55,649 $4.48M 0.91% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 55,611 $4.48M 0.13% +14,030 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 55,597 $4.48M 0.07% +42,823 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 55,577 $4.48M 0.12% +44,021 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 55,531 $4.47M 5.29% +41,055 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 55,395 $4.46M 0.07% +41,922 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 55,334 $4.46M 0.02% +41,327 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 55,169 $4.44M 3.12% +45,069 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 55,143 $4.44M 0.09% +41,479 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 55,123 $4.44M 0.35% +41,276 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 55,041 $4.43M 1.03% +40,726 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 55,003 $4.43M 2.57% +40,312 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 54,733 $4.41M 0.17% +40,586 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 54,682 $4.41M 0.05% +48,800 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 54,593 $4.4M 1.77% +41,537 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 54,239 $4.37M 1.54% +41,075 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 54,070 $4.36M 2.07% +41,713 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 53,963 $4.35M 0.92% +39,475 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 12,621 $4.35M 2.87% -3,735 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 53,902 $4.34M 2.62% +41,191 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 53,793 $4.33M 1.75% +41,066 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 53,773 $4.33M 0.35% +40,357 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 53,733 $4.33M 0.84% +2,200 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 53,688 $4.33M 0.64% +39,655 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 53,583 $4.32M 0.66% +39,757 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 53,581 $4.32M 0.11% +40,252 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 53,560 $4.32M 0.11% +39,964 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 53,280 $4.29M 2.15% +39,960 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 52,902 $4.26M 0.5% +39,351 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 52,813 $4.26M 1.42% +40,469 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 52,579 $4.24M 1.99% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,476 $4.23M 0.08% +38,263 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 52,189 $4.2M 0.95% +39,325 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 51,984 $4.19M 2.29% +39,127 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 51,848 $4.18M 1.56% +39,265 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 51,820 $4.18M 2.12% +38,743 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 51,644 $4.17M 0.22% +38,362 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 51,814 $4.17M 2.04% +35,793 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 51,806 $4.17M 1.12% +38,815 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 51,734 $4.17M 0.41% +38,702 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 51,099 $4.12M 0.77% +38,403 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 50,936 $4.1M 0.02% +38,442 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50,500 $4.07M 0.65% +595 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 50,469 $4.07M 0.1% +38,769 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 50,377 $4.06M 0.2% +36,103 13F-HR Timeline City State Bank More: the full row for City State Bank 50,349 $4.06M 0.93% +38,291 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 50,317 $4.05M 0.52% +37,379 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 50,236 $4.05M 0.23% +37,950 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 50,001 $4.03M 1.01% +38,071 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 49,850 $4.02M 2.2% +5,136 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,985 $4.02M 0.69% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 49,676 $4M 0.59% +37,366 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 49,344 $3.98M 0.92% +37,747 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 49,135 $3.96M 0.37% +36,426 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 49,066 $3.95M 0.05% +36,739 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 49,042 $3.95M 2.57% +35,305 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 48,883 $3.94M 0.84% +37,246 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 48,760 $3.93M 0.52% +36,570 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48,724 $3.93M 0.05% +36,383 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 48,306 $3.89M 0.41% +37,445 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 47,983 $3.87M 1.46% +35,918 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 47,916 $3.86M 0.19% +36,214 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 47,756 $3.85M 1.52% +35,841 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 45,613 $3.84M 0.2% +39,720 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 47,561 $3.83M 0.55% +36,218 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 47,474 $3.82M 0.21% +35,536 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 47,272 $3.81M 2.06% +35,502 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 47,147 $3.8M 0.55% +35,627 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 47,095 $3.79M 0.88% +36,690 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 47,076 $3.79M 0.11% +34,603 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 46,919 $3.78M 0.22% +35,774 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 46,190 $3.76M 0.28% +123 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 46,947 $3.75M 0.93% +34,362 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 46,442 $3.74M 2.62% +36,303 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 46,380 $3.74M 2.61% +34,785 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 46,261 $3.73M 0.47% +35,344 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 46,221 $3.72M 0.18% +34,934 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 45,994 $3.71M 1.55% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 45,947 $3.7M 0.64% +34,386 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 45,911 $3.7M 0.78% +33,244 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 45,552 $3.67M 1.62% +36,417 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 45,542 $3.67M 1.97% +33,479 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 45,420 $3.66M 0.23% +34,065 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 45,368 $3.66M 0.14% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 45,244 $3.65M 0.31% +33,815 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 45,107 $3.63M 0.56% +33,830 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 44,997 $3.63M 0.25% +34,211 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 44,844 $3.61M 0.2% +33,933 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 44,738 $3.6M 0.07% +32,488 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 44,728 $3.6M 0.26% +33,516 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 44,363 $3.57M 0.57% +33,734 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 43,875 $3.55M 0.14% +32,876 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 43,890 $3.54M 0.53% +27,386 13F-HR Timeline