TIAA group of 3 filers holding More: the full row for TIAA 1,127,475 $59.9M +29,905 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 870,764 $46.3M <0.01% +324,136 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 775,203 $41.2M 5.27% +145,357 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 763,210 $40.5M <0.01% +87,081 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 579,232 $30.8M 0.03% +27,553 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 522,876 $27.8M 0.48% +15,112 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 466,514 $24.8M <0.01% -8,083 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 461,036 $24.5M 0.62% +25,582 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 350,771 $18.6M 1.96% +56,800 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 334,772 $17.8M 0.01% +11,688 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 314,060 $16.7M 2.94% -9,812 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,730 $13.2M <0.01% +32,456 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 239,875 $12.7M 0.61% +4,119 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 226,207 $12M 0.01% +19,263 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 224,926 $11.9M 0.13% -17,412 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 223,119 $11.9M 0.16% -48,836 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 205,111 $10.9M <0.01% +53,973 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 192,084 $10.2M <0.01% +17,172 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 166,549 $8.85M 0.01% +12,462 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 161,323 $8.57M 0.02% +5,115 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 151,927 $8.07M 0.01% +83,191 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 143,376 $7.62M 0.06% +35,221 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 131,285 $6.97M <0.01% +61,023 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 122,012 $6.48M 0.01% +6,218 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 119,530 $6.35M 2.66% -5,760 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 113,457 $6.07M <0.01% +13,988 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 96,345 $5.12M 2.56% +1,741 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 96,274 $5.1M <0.01% +11,594 13F-HR/A Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 95,611 $5.08M 0.17% +11,441 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 95,210 $5.06M 0.33% -5,265 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 94,080 $5M 1.59% +2,490 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 86,120 $4.57M 0.46% -2,351 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 85,971 $4.57M 0.1% -3,215 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 76,546 $4.07M 0.01% -10,411 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 72,276 $3.84M 0.52% +19,280 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 68,083 $3.62M 0.11% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 67,777 $3.6M <0.01% -12,637 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 67,744 $3.6M <0.01% -11,325 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,502 $3.43M 0.01% +57,860 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 63,024 $3.35M 0.36% +19,259 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 60,686 $3.24M +26,678 Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 59,144 $3.14M 0.59% +111 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 58,562 $3.13M 0.1% +5,772 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 58,362 $3.1M 0.17% +31,210 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 57,745 $3.07M 0.32% -480 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 57,294 $3.04M 2.2% +834 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 56,983 $3.03M 0.01% +1,682 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 55,891 $2.97M 0.06% +1,837 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54,321 $2.89M <0.01% +33,185 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 50,302 $2.67M 0.22% -7,833 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,726 $2.64M <0.01% -1,309 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 49,278 $2.62M 0.82% +73 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 47,043 $2.5M <0.01% +7,439 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 45,135 $2.4M 0.03% -869 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 44,923 $2.39M 0.01% +14,136 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,534 $2.37M 0.01% +5,856 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 42,642 $2.27M 0.07% +7,059 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 38,810 $2.06M 1.22% -1,191 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,673 $2.05M <0.01% +33,455 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 37,691 $2M 0.86% -10,964 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 35,154 $1.87M 0.09% +27,885 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,968 $1.86M <0.01% +18,418 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,760 $1.79M <0.01% -4,633 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 33,312 $1.77M +15,720 Timeline Level Financial Advisors More: the full row for Level Financial Advisors 32,800 $1.74M 0.44% -3,124 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 32,220 $1.71M 0.43% +1,560 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,331 $1.66M <0.01% +9,476 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 29,975 $1.59M 0.27% +3,105 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 29,899 $1.59M 0.01% +15,472 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 28,660 $1.52M 0.28% -11,373 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,636 $1.47M <0.01% +13,397 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,225 $1.45M <0.01% +4,147 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 27,065 $1.44M 0.06% 0 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 25,703 $1.37M 0.24% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 25,306 $1.35M <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,181 $1.34M <0.01% +10,683 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,223 $1.33M <0.01% +14,973 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,077 $1.33M <0.01% -490 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 25,008 $1.33M 0.24% +235 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 24,750 $1.31M 0.14% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 24,479 $1.3M 0.11% +4,360 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,375 $1.29M <0.01% -657 13F-HR Timeline Trust Co More: the full row for Trust Co 24,263 $1.29M 0.12% +63 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,993 $1.27M 0.01% +1,090 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 23,700 $1.26M 0.42% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 23,553 $1.25M 0.6% -777 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 22,285 $1.18M <0.01% +3,380 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 21,884 $1.16M 1% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,844 $1.16M <0.01% +18 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 21,542 $1.14M 0.39% +1,276 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 21,113 $1.12M 0.1% +8,806 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 20,416 $1.08M 1.21% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,036 $1.08M 0.02% +25 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19,350 $1.03M 0.16% +680 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,150 $964K <0.01% new 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 18,087 $961K 0.03% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,530 $885K 0.01% +913 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,902 $845K <0.01% +321 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 15,445 $820K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 14,998 $797K <0.01% +4,085 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 14,650 $778K 0.07% -922 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,556 $773K <0.01% -10,083 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 14,044 $746K 0.3% +333 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 14,020 $745K 0.15% +8,805 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,840 $735K <0.01% new 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 13,130 $702K 0.09% +3,236 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,304 $654K 0.08% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 12,144 $645K 0.06% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 11,948 $635K <0.01% +243 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 11,337 $602K 0.11% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,300 $600K 0.08% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 11,048 $587K 0.32% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 10,852 $583K 0.48% -1,959 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,891 $579K 0.32% +3,953 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,632 $571K 0.01% +280 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 10,722 $570K 0.34% -4,163 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,203 $542K 0.07% 0 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,199 $542K <0.01% +860 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,175 $540K 0.01% -144 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,000 $531K 0.08% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 9,679 $514K 0.45% +368 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,631 $512K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,618 $511K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,565 $508K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,237 $491K 0.02% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 9,135 $485K 0.18% +4,366 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,066 $482K 0.01% +5,272 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 8,950 $475K 0.32% +2,857 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,849 $470K 0.14% -16 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 8,806 $468K -16,581 Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 8,472 $450K 0.42% +1,761 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,275 $440K 0.01% 0 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,250 $438K 0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7,838 $416K 0.18% -339 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 7,541 $401K 0.26% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,478 $397K 0.05% -22,028 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 7,372 $392K 0.06% +37 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,338 $390K 0.11% -13,695 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,290 $387K 0.03% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,226 $384K 0.02% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 6,919 $368K 0.05% +1,532 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,819 $362K 0.01% +742 13F-HR Timeline 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 6,793 $361K 0.01% 0 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,733 $358K 0.13% -2,653 13F-HR/A Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 6,379 $339K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,369 $338K 0.03% +2,588 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,300 $335K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,151 $327K 0.07% -33,441 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,139 $326K 0.14% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,121 $325K <0.01% +175 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,117 $325K 0.03% -2,086 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,100 $324K 0.02% +729 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,932 $315K 0.03% +1,276 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,803 $308K <0.01% 0 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,800 $308K 0.03% 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,758 $306K 0.18% -11,621 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,757 $306K 0.02% new 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,724 $304K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,640 $300K <0.01% new 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 5,369 $285K 0.04% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,275 $280K 0.28% +1,975 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,270 $280K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,234 $278K 0.01% +753 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,107 $271K <0.01% +325 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,079 $270K <0.01% -236 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,074 $270K 0.05% +3 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 5,071 $269K 0.01% +130 13F-HR/A Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 4,760 $253K 0.2% +650 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,751 $252K 0.16% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,742 $252K 0.03% -24,803 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,696 $249K 0.01% +24 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,557 $242K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,489 $238K 0.13% -58 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,467 $237K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,385 $233K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,350 $231K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,244 $225K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,211 $224K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,185 $222K <0.01% +226 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,141 $220K 0.03% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,100 $218K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,091 $217K 0.07% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,046 $215K 0.08% 13F-HR/A Timeline BCS Private Wealth Management, Inc. 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