ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 65 $1.5K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $1.48K <0.01% +38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 63 $1.46K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $1.36K <0.01% -34 13F-HR Timeline BAYBAN More: the full row for BAYBAN 58 $1.34K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 58 $1.32K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 56 $1.29K <0.01% +29 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 54 $1.25K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 51 $1.18K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 50 $1.16K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $1.06K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 44 $1.02K <0.01% -18 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42 $987 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 42 $972 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $879 <0.01% +6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 36 $833 <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 34 $787 <0.01% +14 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $741 <0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $718 <0.01% +10 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 30 $694 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 28 $648 <0.01% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 27 $625 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $579 <0.01% new 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $578 <0.01% -11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $559 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 22 $509 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 19 $446 <0.01% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $439 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $439 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16 $370 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $356 <0.01% -12 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 15 $347 <0.01% -345 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $301 <0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12 $278 <0.01% -73,842 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 12 $278 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $267 <0.01% -2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11 $255 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $232 <0.01% new 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 10 $232 <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 10 $231 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $208 <0.01% -20 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $208 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9 $208 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8 $185 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7 $162 <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $116 <0.01% -2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $105 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $93 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $68 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $46 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $46 <0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $24 <0.01% 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/ 1 $23 <0.01% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 18 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.