Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 201 $19.2K <0.01% -93 13F-HR Timeline Lloyd Advisory Services, LLC. 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More: the full row for DiNuzzo Private Wealth, Inc. 124 $11.8K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 120 $11.4K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 118 $11.3K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 116 $11.1K 0.07% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 115 $11K 0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 111 $10.6K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 110 $10.5K <0.01% +48 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 110 $10.5K <0.01% -350 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 75 $6.89K <0.01% +66 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 67 $6.39K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 67 $6.39K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 66 $6.29K <0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 64 $6.05K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 63 $6.01K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 63 $6.01K <0.01% 0 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 61 $5.82K <0.01% -2 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 60 $5.72K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 58 $5.53K <0.01% +32 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 58 $5.53K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 57 $5.43K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 55 $5.24K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 54 $5.15K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 54 $5.15K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 54 $5.15K 0.01% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 53 $5.05K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 51 $4.98K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 52 $4.96K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $4.77K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $4.77K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 49 $4.67K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 48 $4.58K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 44 $4.2K 0.12% +8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 44 $4.2K <0.01% -5,204 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 43 $4.1K <0.01% -2 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 43 $4.1K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Corsicana & Co. 25 $2.38K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24 $2.29K <0.01% -5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $2.29K <0.01% +3 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 22 $2.1K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 20 $1.91K <0.01% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 19 $1.81K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19 $1.81K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 18 $1.72K <0.01% +8 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 17 $1.62K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.62K <0.01% +2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16 $1.53K <0.01% -23,509 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 15 $1.43K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $1.24K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 12 $1.14K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10 $954 <0.01% -10 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 9 $859 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $858 <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $763 <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 8 $763 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6 $573 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $477 0.01% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $381 <0.01% -3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3 $287 <0.01% new 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 1 $95 <0.01% 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 78,760 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios.