Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,532 $336K 0.04% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,529 $335K 0.15% -50 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,528 $335K 0.09% -488 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,527 $335K 0.12% +187 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,527 $335K 0.02% -481 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,525 $335K 0.03% +1,485 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,524 $335K 0.08% -291 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,516 $335K 0.01% -453 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 5,519 $335K 0.02% -500 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 5,512 $334K 0.03% +1,199 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,508 $334K 0.04% -224 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,506 $334K 0.04% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,504 $334K 0.08% +24 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,477 $332K <0.01% -1,382 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,473 $332K 0.16% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,443 $330K 0.03% +1,385 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,434 $330K 0.02% +220 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,431 $329K 0.12% -426 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,426 $329K 0.04% -65 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,425 $329K 0.06% +260 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,419 $329K 0.02% -3,018 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,409 $328K 0.02% -80 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,400 $328K 0.05% -363 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,399 $327K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,396 $327K 0.09% -50 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,396 $327K 0.04% +226 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 5,390 $327K 0.15% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,390 $327K 0.03% -10,000 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,390 $327K 0.05% -658 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,388 $327K 0.11% +604 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,383 $326K 0.05% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,363 $325K 0.07% +569 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,610 $325K 0.1% -300 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,257 $325K 0.02% +850 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 5,348 $324K 0.33% +1,679 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,343 $324K 0.04% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,343 $324K 0.17% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,331 $323K 0.02% -96 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,330 $323K 0.03% +500 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,325 $323K 0.01% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,306 $322K 0.16% +14 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,300 $321K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,295 $321K 0.03% +269 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,292 $321K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,291 $321K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,291 $321K 0.03% +54 13F-HR Timeline Tradewinds, LLC. 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More: the full row for Blue Fin Capital, Inc. 5,245 $318K 0.05% -1,611 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,222 $317K 0.06% -5,220 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,205 $316K 0.06% +829 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,195 $315K 0.14% -2 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,194 $315K 0.05% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,190 $315K 0.11% +200 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,155 $313K 0.02% -449 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,153 $313K 0.02% +179 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,148 $312K 0.04% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,140 $312K 0.07% +740 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,132 $311K 0.04% +3 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,131 $311K 0.01% +1,224 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,121 $311K 0.14% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,114 $310K 0.01% +868 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,110 $310K 0.01% new 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 5,100 $309K 0.01% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,086 $308K 0.04% +139 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,057 $307K 0.16% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,049 $306K 0.15% -40 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,608 $306K 0.13% -626 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,039 $306K 0.16% +3,655 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,039 $306K 0.05% -3,528 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,039 $306K 0.04% +64 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,020 $304K 0.31% -122 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,007 $304K 0.02% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 5,002 $303K 0.15% -408 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,001 $303K <0.01% -12 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,000 $303K 0.06% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,000 $303K 0.01% 0 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,992 $303K 0.07% -297 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,989 $303K 0.01% +676 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,984 $302K 0.04% -251 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,965 $301K 0.2% -600 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,936 $301K 0.18% -1,713 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,961 $301K 0.03% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,960 $301K 0.02% -2,492 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,945 $300K 0.1% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,925 $299K 0.01% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,905 $297K 0.08% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,900 $297K 0.03% +528 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,893 $297K 0.02% +120 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,050 $297K 0.14% +38 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,877 $296K 0.05% +110 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,855 $294K <0.01% +131 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,853 $294K 0.01% -1,037 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,840 $294K 0.07% -845 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,837 $293K 0.18% +89 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,824 $293K 0.22% +792 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,813 $292K 0.03% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,808 $292K 0.02% +28 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,802 $291K 0.04% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,800 $291K 0.23% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,795 $291K 0.19% +200 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,779 $290K 0.17% -624 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,776 $290K 0.08% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4,773 $289K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,758 $289K 0.02% +66 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,748 $288K 0.02% +993 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,744 $288K 0.12% -32 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,753 $287K 0.09% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,731 $287K 0.13% -300 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,726 $287K 0.05% -4 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,442 $286K <0.01% +897 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,719 $286K 0.04% +503 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 4,711 $286K 0.31% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,705 $285K 0.33% -200 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,694 $285K 0.05% -47 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,690 $284K 0.06% +444 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,684 $284K 0.03% +597 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,683 $284K 0.05% +896 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,680 $284K 0.29% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,672 $283K 0.01% -3,172 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,653 $282K 0.08% -750 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,633 $281K 0.05% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,626 $281K 0.21% -326 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,624 $280K 0.02% +825 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,620 $280K 0.1% +725 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,610 $280K 0.08% +247 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,610 $280K 0.02% +8 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,602 $279K 0.05% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,601 $279K 0.05% -115 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,600 $279K 0.01% +717 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,597 $279K 0.05% -772 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,590 $278K 0.02% -13,373 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,589 $278K 0.02% -268 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 4,569 $277K 0.17% -500 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,569 $277K 0.01% -200 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,566 $277K 0.02% -2,882 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,557 $276K 0.18% +2 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,557 $276K 0.03% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,540 $275K 0.29% -56 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,536 $275K 0.11% +45 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,530 $275K 0.06% -57 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,525 $274K 0.06% -25 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 4,521 $274K 0.27% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,508 $273K 0.09% -233 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $273K 0.05% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,500 $273K 0.04% +221 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,498 $273K 0.07% +200 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,482 $272K 0.02% +8 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,477 $272K 0.08% +100 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,471 $271K 0.08% +83 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 4,461 $271K 0.14% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,453 $270K 0.04% 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 4,452 $270K 0.04% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,450 $270K 0.03% -80 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,450 $270K 0.09% +526 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,445 $270K 0.02% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,435 $269K 0.04% 0 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,428 $269K 0.02% -678 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,423 $268K 0.11% +151 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,395 $267K 0.13% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,390 $266K 0.04% -409 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,373 $265K 0.04% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 4,371 $265K 0.25% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,366 $265K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,286 $265K 0.06% +1,222 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,362 $265K 0.05% -87 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,355 $264K 0.02% +19 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,340 $263K 0.02% -315 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,335 $263K 0.04% +22 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,331 $263K 0.03% -920 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,311 $261K 0.15% -7,342 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,305 $261K 0.02% -82 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,302 $261K 0.14% -17,443 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,300 $261K 0.05% -1,105 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,300 $261K 0.18% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,299 $261K 0.04% +470 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,298 $261K 0.01% -876 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,297 $261K 0.02% -687 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,286 $260K 0.03% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,271 $259K 0.02% +7 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,272 $259K 0.11% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,256 $258K 0.04% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,255 $258K 0.03% -200 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,251 $258K 0.06% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4,248 $258K 0.09% +1,276 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,245 $257K <0.01% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,241 $257K 0.12% -134 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 4,219 $256K 0.16% -77 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,200 $255K 0.17% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 4,186 $254K 0.23% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,182 $254K 0.05% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,175 $253K 0.05% +306 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,175 $253K 0.23% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,171 $253K 0.05% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 4,170 $253K 0.06% 0 13F-HR Timeline