Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 162 $7K <0.01% +1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Geneos Wealth Management Inc. 129 $6.05K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 126 $5.91K <0.01% +122 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 126 $5.91K <0.01% new 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 125 $5.86K <0.01% -26 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $5.58K <0.01% +50 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 114 $5.35K <0.01% +3 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 112 $5.25K <0.01% +66 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for DiNuzzo Private Wealth, Inc. 18 $845 <0.01% -21 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $844 <0.01% -6 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17 $797 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $751 <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 16 $751 <0.01% -30 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15 $704 <0.01% -50 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $684 <0.01% -36 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13 $610 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12 $563 <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 11 $516 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 11 $499 <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 10 $469 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $407 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $376 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $376 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7 $328 <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 6 $282 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5 $235 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $235 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $188 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $141 <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3 $141 <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3 $141 <0.01% -293,472 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3 $141 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $141 <0.01% -10 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2 $94 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $94 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $94 <0.01% -4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $94 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2 $94 <0.01% -2,544 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $53 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $47 <0.01% -3 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $47 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 0 $11 <0.01% -56 13F-HR Timeline Amount filed as zero, left out of ratios.