CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 16,248 $650K 0.58% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16,233 $649K 0.08% +554 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 16,185 $647K 0.31% +30 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 16,199 $647K 0.07% -414 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 16,145 $646K 0.19% -1,646 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 16,079 $643K 0.53% 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 16,089 $643K 0.18% -100 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 16,052 $642K 0.18% +2,981 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 16,042 $642K 0.05% -2,382 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 16,029 $641K 0.33% -848 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 16,023 $641K 0.15% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 16,002 $640K 0.26% -95 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 15,979 $639K 0.29% +4,211 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 15,971 $639K 0.31% -1,980 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 15,948 $638K 0.13% +2,653 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 15,936 $637K 0.44% +78 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 15,906 $636K 0.6% 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 15,894 $636K 0.17% -2,700 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 15,884 $635K 0.2% +504 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 15,862 $634K 0.16% +3 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 15,862 $634K 0.06% +1,323 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 15,829 $633K 0.63% -727 13F-HR Timeline Trust Co More: the full row for Trust Co 15,801 $632K 0.07% -536 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 15,788 $631K 0.21% -1,258 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 15,786 $631K 0.09% -1,809 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 15,781 $631K 0.32% +873 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 15,761 $630K 0.1% -226 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 15,725 $629K 0.21% -443 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 15,719 $629K 0.68% 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 15,620 $625K 0.48% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 15,604 $624K 0.51% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,535 $621K 0.06% -876 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 15,516 $620K 0.21% -1,263 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 15,507 $620K 0.54% 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 15,450 $618K 0.51% +92 13F-HR Timeline 111 Capital More: the full row for 111 Capital 15,358 $614K 0.13% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,987 $612K 0.06% +4,014 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 15,240 $609K 0.11% -718 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 15,237 $609K 0.06% +811 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 15,859 $609K 0.66% 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,150 $606K 0.22% -24,800 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 15,133 $605K 0.16% +197 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 15,076 $603K 0.34% -20 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 15,045 $602K 0.31% -390 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 15,024 $601K 0.09% +5,205 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 15,006 $600K 0.28% +766 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 15,001 $600K 0.13% -1,652 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 14,967 $599K 0.17% -1,003 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 14,954 $598K 0.03% -2,414 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 14,940 $597K 0.3% -1,004 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,901 $596K 0.04% +1,255 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,870 $595K 0.13% +1,238 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,857 $594K 0.22% +1,142 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 14,848 $594K 0.22% +359 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,806 $592K 0.17% -635 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14,691 $592K 0.37% +1,801 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,789 $591K 0.59% 13F-HR/A Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,787 $591K 0.88% 13F-HR/A Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 14,776 $591K 0.29% +2,288 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,772 $591K 0.2% +537 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 14,763 $590K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,759 $590K 0.07% -1,456 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 14,729 $589K 0.37% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,710 $588K 0.07% +401 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,663 $587K 0.26% +904 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 14,642 $586K 0.36% -552 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 14,619 $585K 0.25% -1,007 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,616 $584K 0.19% +524 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 14,583 $583K 0.13% -1,400 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 14,556 $582K 0.52% +80 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14,531 $582K 0.15% -200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14,551 $582K 0.16% -4,625 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 14,532 $581K 0.47% +3 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 14,518 $581K 0.08% +152 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,512 $580K 0.29% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 14,496 $580K 0.16% -1,656 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 14,491 $579K 0.14% -1,171 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 14,466 $578K 0.08% -5,490 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14,446 $578K 0.21% -2,216 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,413 $576K 0.37% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,408 $576K 0.1% +185 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 14,400 $576K 0.1% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,387 $575K 0.25% 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 14,374 $575K 0.07% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 14,310 $572K 0.01% +6,309 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 14,302 $572K 0.09% +1,103 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 14,280 $571K 0.58% 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 14,271 $571K 0.28% -102 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 14,259 $570K 0.14% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 14,240 $569K 0.6% +5,497 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,235 $569K 0.19% -1,665 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,238 $569K 0.28% -667 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 14,224 $569K 0.74% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 14,216 $568K 0.42% -13,454 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,206 $568K 0.33% +596 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 14,187 $567K 0.38% -1,807 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 14,184 $567K 0.14% -24 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,166 $567K 0.11% -261 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 14,319 $566K 0.32% -1,472 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,074 $563K 0.08% +322 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,072 $563K 0.14% +43 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 14,072 $563K 0.4% -645 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,065 $562K 0.09% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,278 $562K 0.26% 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 14,039 $561K 0.61% -933 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,030 $561K 0.11% +2,233 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,984 $559K 0.07% +304 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 13,964 $558K 0.1% +209 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 13,951 $558K 0.02% +35 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,928 $557K 0.01% +830 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 13,870 $555K 0.4% -58 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,866 $555K 0.04% -274 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,646 $554K -6,582 Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 13,824 $553K 0.1% +1,189 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,816 $553K 0.35% +1,316 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 13,810 $552K 0.16% +877 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 13,785 $551K 0.02% +2,388 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 13,882 $550K 0.64% -295 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,742 $550K 0.05% -1,892 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 13,733 $549K 0.4% +135 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13,720 $549K 0.26% +760 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,716 $548K 0.03% -1,513 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13,708 $548K 0.04% -2,100 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,703 $548K 0.28% +340 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 13,645 $546K 0.48% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 13,633 $545K 0.14% -475 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 13,623 $545K 0.09% +1,695 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 13,598 $544K 0.33% +220 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 13,592 $544K 0.33% 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,569 $543K 0.21% +147 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 13,536 $541K 0.11% +7 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 13,524 $541K 0.35% +630 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 13,507 $540K 0.41% -61 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 12,013 $540K 0.28% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,448 $538K 0.05% +1,605 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,405 $536K 0.21% -1,849 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,351 $534K 0.07% +8,305 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 13,344 $534K 0.1% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 13,286 $531K 0.57% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 13,260 $530K 0.38% -943 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 13,255 $530K 0.43% -13 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 13,248 $530K 0.23% -4,932 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 13,235 $529K 0.05% -694 13F-HR/A Timeline Boit C F David More: the full row for Boit C F David 13,197 $528K 0.21% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 13,170 $527K 0.04% -8,284 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 13,928 $527K 0.53% -1,342 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 13,161 $526K 0.05% -104 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 13,159 $526K 0.4% 13F-HR/A Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,152 $526K 0.04% +492 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,127 $525K 0.01% +635 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 13,120 $525K 0.14% -3,562 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 13,093 $524K 0.28% -328 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 13,075 $523K 0.06% -8,477 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,065 $522K 0.3% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 13,059 $522K 0.17% -762 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 13,050 $522K 0.05% -22,850 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,643 $521K 0.06% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 13,025 $521K 0.03% -487 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 13,020 $521K <0.01% +1,836 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 12,934 $517K 0.27% -250 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12,921 $517K 0.13% -13,487 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 12,915 $516K 0.25% +11 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 12,888 $515K <0.01% +12,198 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 12,878 $515K 0.36% -386 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 12,860 $514K 0.04% +955 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 12,844 $514K 0.54% -1,422 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 12,805 $512K 0.3% 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 12,789 $511K 0.04% -1,943 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 12,787 $511K 0.56% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,772 $511K 0.04% -1,690 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,762 $510K 0.07% +1,669 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 12,756 $510K 0.34% +131 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 12,723 $509K 0.08% -1,964 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,823 $508K 0.07% -976 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 12,675 $507K 0.05% -100 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 12,998 $506K 0.11% +2,066 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 12,646 $506K 0.12% -650 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,590 $503K 0.2% +85 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 12,578 $503K 0.38% -107 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,547 $502K 0.12% -158 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 12,542 $502K 0.25% +130 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 12,525 $501K 0.16% +134 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,522 $501K 0.1% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 12,505 $500K 0.02% -1,308 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 12,485 $499K 0.03% +118 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,474 $499K 0.02% -1,833 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12,474 $499K 0.34% 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 12,463 $498K 0.12% +1,000 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 12,446 $498K 0.18% -33 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,430 $497K 0.04% +1,452 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,441 $497K 0.15% +4,184 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 12,425 $497K 0.34% -4,192 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 12,422 $497K 0.34% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 12,421 $497K 0.08% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 12,420 $497K 0.16% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,418 $497K 0.18% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 12,355 $494K 0.13% +1,040 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 12,352 $494K 0.2% -61 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 12,345 $494K 0.16% -243 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,343 $494K 0.03% -383 13F-HR Timeline