| FMF&E Wealth Management |
125 East Jefferson St Ste 900 Syracuse, NY 13202 |
|
31547xxxx5 |
amu*****@f************.com |
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85 |
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| Veris Wealth Partners |
17 State St #2450, New York, NY 10004 |
|
21234xxxx2 |
afe******@v******.com |
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| Edward Jones - Financial Advisor: Steven Kopf |
1961 Wehrle Dr Ste 2, Buffalo, NY 14221 |
|
71627xxxx9 |
and*******@c*************.ca |
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| Zoe Financial |
31 W 34th St., New York, NY 10001 |
|
64668xxxx4 |
ale*@z*****.com |
4.6 |
30 |
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1424 |
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| Strategic Financial Services |
114 Business Park Dr Utica, NY 13502 |
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31572xxxx6 |
aev*******@i**************.com |
5 |
6 |
1 |
1 |
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| Brown Brothers Harriman & Co |
140 Broadway, New York, NY 10005 |
|
80062xxxx9 |
bbh*************@b**.com |
3.9 |
19 |
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| SBA Lender |
East Syracuse, NY 13057 |
|
31534xxxx8 |
dns*****@g****************.com |
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5 |
1 |
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| Hafner Financial Group |
5930 Main St, Williamsville, NY 14221 |
|
71665xxxx1 |
650************@h**************.com |
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569 |
11 |
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| Raymond James Financial Services |
231 Walton St Syracuse, NY 13202 |
|
31542xxxx6 |
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| Edward Jones - Financial Advisor: Mark G Curley |
5781 Bridge St Ste 35 East Syracuse, NY 13057 |
|
31544xxxx2 |
a.j*********@e**********.com |
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99 |
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22 |
82571 |
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92585 |
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| Nathan G Hanna |
2219 Genesee St Utica, NY 13501 |
|
31593xxxx9 |
con****@p*************.org |
5 |
2 |
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| TSG Wealth Management - Long Beach |
6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803 |
|
56241xxxx0 |
all************@t****.com |
5 |
1 |
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227 |
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| Ameriprise Financial Advisors |
313 E Willow Street Nettleton Commons Ste 204 Syracuse, NY 13203 |
|
31523xxxx1 |
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| Savicki Capital |
23 Oxford Rd New Hartford, NY 13413 |
|
31562xxxx4 |
jen*****@s*************.com |
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| F E S |
Syracuse, NY 13203 |
|
31588xxxx6 |
exx@m****.net |
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| Nicholas J Pellicore - Financial Advisor, Ameriprise Financial Services |
6622 Main St Ste 2, Williamsville, NY 14221 |
|
71656xxxx0 |
bon*********@a***.com |
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1 |
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1 |
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| Securities & Investment Advisors |
186 Canal St, Canastota, NY 13032 |
|
31569xxxx2 |
inf*@s*******.com |
3 |
2 |
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| Cerity Partners, New York NY |
99 Park Ave 16th floor, New York, NY 10016 |
|
21285xxxx0 |
aad***@c*************.com |
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| Kent Schmidt - Haylor Freyer & Coon Financial Services |
231 Salina Meadows Pkwy Haylor Freyer & Coon Financial Services Syracuse, NY 13221 |
|
31570xxxx3 |
pri****************@n***********.net |
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| Retirement Income Analysts |
892 E Brighton Ave Syracuse, NY 13205 |
|
31570xxxx0 |
inf*@r************.com |
5 |
3 |
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| Blue Water Capital Management |
507 Plum St Ste 102 Syracuse, NY 13204 |
|
31543xxxx0 |
d-j***@b**********.com |
5 |
2 |
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| Professional Asset Management Incorporated |
500 Washington St, Buffalo, NY 14203 |
|
71689xxxx3 |
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| Brian Turner - Ameriprise Financial Services |
120 E Washington St Fl 10 Syracuse, NY 13202 |
|
31521xxxx1 |
bri***********@a***.com |
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369 |
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| Jody L DiStefano - Edward Jones |
762 State Hwy 28 Ste 2 Oneonta, NY 13820 |
|
60743xxxx0 |
acc**********@e**********.com |
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22 |
82053 |
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91978 |
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| Tompkins Community Bank |
1012 Ellis Hollow Rd Ithaca, NY 14850 |
|
60727xxxx1 |
cus*********@t****************.com |
3 |
7 |
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11273 |
30 |
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| Edward Jones - Financial Advisor: Sean P Byrne |
3706 Milton Ave Ste 1g Camillus, NY 13031 |
|
31548xxxx4 |
acc**********@e**********.com |
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22 |
82571 |
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92585 |
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| Churchill Management Group - Los Angeles |
5900 Wilshire Blvd #400, Los Angeles, CA 90036 |
|
87793xxxx0 |
ach*@c******************.com |
3 |
4 |
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166 |
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219 |
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| Tom Razey - Ameriprise Financial Services |
7555 Morgan Rd Ste 1 Liverpool, NY 13090 |
|
31587xxxx3 |
dns*****@a***.com |
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| Fidelity Investments |
350 Park Avenue, New York, NY 10022 |
|
80066xxxx8 |
a61****@f*******.com |
2.6 |
14 |
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329873 |
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353000 |
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| Mark Massaro - Financial Advisor, Ameriprise Financial Services |
17 Limestone Dr Ste 8, Williamsville, NY 14221 |
|
71662xxxx0 |
dns*****@a***.com |
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| Kuttin Wealth Management - Ameriprise Financial Services |
200 Betsinger Rd Sherrill, NY 13461 |
|
63177xxxx5 |
ben*****************@a***.com |
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2130 |
11 |
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| Adirondack Capital Advisors |
24 Maple St Marcellus, NY 13108 |
|
31567xxxx4 |
chr**@a*****************.com |
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| Ameriprise Financial Advisors |
1816 Girard St Utica, NY 13501 |
|
31573xxxx5 |
dns*****@a***.com |
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| Abbott Business Brokers |
Syracuse, NY 13210 |
|
31528xxxx1 |
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5 |
1 |
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| Merrill Lynch Wealth Management |
102 Business Park Dr, Utica, NY 13502 |
|
31573xxxx0 |
ale*********@m*.com |
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2 |
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5 |
1 |
| Urist Financial and Retirement Planning |
5700 Commons Park East Syracuse, NY 13057 |
|
31544xxxx7 |
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5 |
4 |
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| TySanders |
Camillus, NY 13031 |
|
31527xxxx5 |
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| Edward Jones - Financial Advisor: Dave Chalifoux |
451 S Main St Syracuse, NY 13212 |
|
31545xxxx9 |
acc**********@e**********.com |
|
73 |
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| Clyde Goldberg, LUTCF |
5793 Widewaters Pkwy Ste 200 Dewitt, NY 13214 |
|
31524xxxx8 |
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| Lyons National Bank |
2 N Main St Jordan, NY 13080 |
|
31568xxxx0 |
aal******@b**********.com |
4.6 |
5 |
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1638 |
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| Matthew Lasher - Ameriprise Financial Services |
241 E Genesee St Syracuse, NY 13202 |
|
31523xxxx1 |
dns*****@a***.com |
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216 |
2 |
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| Wilmington Trust |
345 Main St. One M&T Plaza 7th Floor, Buffalo, NY 14203 |
|
30265xxxx0 |
aam****@w**************.com |
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| Gioia Capital |
55 Birdsong Pkwy, Orchard Park, NY 14127 |
|
71681xxxx9 |
jan*@g***********.com |
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| TruFinancial |
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61995xxxx5 |
aso**********@t***********.org |
5 |
86 |
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378 |
24 |
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| Sunlake Investment Management |
50 Smugglers Path Ithaca, NY 14850 |
|
60727xxxx3 |
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| Ameriprise Financial Advisors |
950 Danby Rd Ste 127 Ithaca, NY 14850 |
|
60727xxxx6 |
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| Principal Financial Group |
200 Salina Meadows Pkwy Ste 100 Syracuse, NY 13212 |
|
31545xxxx8 |
aar*********@p********.com |
|
10 |
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205 |
67921 |
165 |
70841 |
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| Merrill Lynch Private Wealth Advisor Rebecca Rothstein |
9595 Wilshire Blvd #1000, Beverly Hills, CA 90212 |
|
31024xxxx1 |
ale*********@m*.com |
5 |
2 |
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| Edelman Financial Engines |
5015 Campuswood Dr Ste 201 East Syracuse, NY 13057 |
|
83375xxxx3 |
aar*******@e**********************.com |
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37 |
18293 |
13 |
19625 |
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| Melan Consultations |
Syracuse, NY 13204 |
|
80048xxxx6 |
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| Michael Frederick Marchio - Northwestern Mutual |
19 Campion Rd New Hartford, NY 13413 |
|
31562xxxx2 |
ale***************@n*.com |
5 |
14 |
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| Continental Stock Transfer & Trust Company |
1 State St 30th floor, New York, NY 10004 |
|
21250xxxx0 |
abo****@c***************.com |
2.4 |
25 |
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288 |
6 |
300 |
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| William Walter - Financial Advisor, Ameriprise Financial Services |
17 Limestone Dr Ste 7, Williamsville, NY 14221 |
|
71620xxxx9 |
dns*****@a***.com |
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| Purshe Kaplan Sterling Investments |
80 State St, Albany, NY 12207 |
|
51843xxxx6 |
acl*****@p********.com |
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| Bespoke Investment Group, LLC |
105 Calvert St Suite 102, Harrison, NY 10528 |
|
91431xxxx8 |
*nn*@b*************.com |
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| Edward Jones - Financial Advisor: Scott E Stefanco |
4709 Crossroads Park Dr Ste 107 Liverpool, NY 13088 |
|
31591xxxx3 |
acc**********@e**********.com |
5 |
2 |
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9 |
3 |
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| Utopia Property Management-Orange County |
9211 Research Dr, Irvine, CA 92618 |
|
94936xxxx5 |
aar**@u***************.com |
4.4 |
184 |
|
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|
6788 |
100 |
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| Wells Fargo Advisors |
5789 Widewaters Pkwy Syracuse, NY 13214 |
|
31544xxxx4 |
ada*********@w*****************.com |
2.6 |
5 |
5 |
1 |
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188660 |
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190000 |
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| Altfest Personal Wealth Management |
445 Park Ave 6th floor, New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
4 |
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| Arabella Wealth Advisors |
120 E Washington St Syracuse, NY 13202 |
|
31543xxxx3 |
dav*@a*************.com |
5 |
11 |
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| John Baringer - Ameriprise Financial Services |
25 Clinton Ave Cortland, NY 13045 |
|
60775xxxx5 |
dns*****@a***.com |
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| Ithaca Wealth Management |
104 Grandview Pl Ithaca, NY 14850 |
|
60788xxxx4 |
jsm***@i***********.com |
5 |
2 |
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| Kingswood Capital Management, LP |
11812 San Vicente Blvd #604, Los Angeles, CA 90049 |
|
42420xxxx0 |
aaa***@k****************.com |
1.4 |
18 |
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| PJ Di Pirro Jr - Financial Advisor, Ameriprise Financial Services |
6622 Main St Ste 2, Williamsville, NY 14221 |
|
71656xxxx0 |
bon*********@a***.com |
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195 |
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| First Republic Investment Management |
1230 6th Ave, New York, NY 10020 |
|
21275xxxx5 |
aac**********@f************.com |
3 |
3 |
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89878 |
257 |
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| DJPuff Advisors Group |
202 Kasson Rd Camillus, NY 13031 |
|
31548xxxx5 |
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| Mission Wealth |
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101 |
|
80588xxxx0 |
ach****@m************.com |
5 |
4 |
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| Willink Financial |
25 Ernst Pl Ste 1, East Aurora, NY 14052 |
|
71665xxxx7 |
fre**********@w*************.com |
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| Ameriprise Financial Advisors |
25 Clinton Ave Cortland, NY 13045 |
|
60775xxxx5 |
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| S.E.E.D. Planning Group |
100 Elwood Davis Rd Fl 2 Syracuse, NY 13212 |
|
31587xxxx0 |
a_m@s*****.com |
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1682 |
4 |
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| F James Ginnane Cfp |
300 Corporate Pkwy, Buffalo, NY 14226 |
|
71663xxxx0 |
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| Clearpoint Credit Counseling Solutions |
101 Main St Whitesboro, NY 13492 |
|
31573xxxx8 |
cus*************@c**********************************.org |
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| ClearPoint Credit Counseling Solutions |
5794 Widewaters Pkwy Syracuse, NY 13214 |
|
31544xxxx0 |
ada@c*********.org |
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| Family Management Corporation |
155 E 44th St, New York, NY 10017 |
|
21287xxxx0 |
ata*******@f***********.com |
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| Eastgate Financial Group |
6702 Buckley Rd Ste 110A Syracuse, NY 13212 |
|
31546xxxx0 |
aro**@e****************.com |
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26 |
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109 |
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| Cooperstown Financial Services |
99 Chestnut St Cooperstown, NY 13326 |
|
60732xxxx2 |
gri*******@a**.com |
4 |
2 |
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48 |
13916 |
|
14673 |
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| Blackwater Capital Group |
2696 Sheridan Dr, Tonawanda, NY 14150 |
|
71644xxxx9 |
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| Blue Ocean |
333 W Washington St Ste 220 Syracuse, NY 13204 |
|
31547xxxx2 |
dom******@c*********.com |
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| Ameriprise Financial Advisors |
3504 James St Syracuse, NY 13206 |
|
31544xxxx1 |
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| Ameriprise Financial Advisors |
17 Devereux Ln Whitesboro, NY 13492 |
|
31573xxxx5 |
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| Dominic Vivolo - Financial Advisor, Ameriprise Financial Services |
4476 Main St Ste 202, Amherst, NY 14226 |
|
71676xxxx2 |
dns*****@a***.com |
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| Bankers Healthcare Group |
201 Solar St Syracuse, NY 13204 |
|
86629xxxx4 |
cus*********@b******.com |
4.6 |
33 |
1 |
2 |
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| Trumark Real Estate Management |
320 Arden Ave # 110, Glendale, CA 91203 |
|
81824xxxx1 |
all**@t*********.com |
4.5 |
155 |
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| M. Griffith Investment Services, Inc. |
555 French Rd, New Hartford, NY |
|
31579xxxx0 |
bmo******@e**********.com |
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4.8 |
14 |
1294 |
46 |
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| Morgan Stanley |
250 S Clinton St Ste 500 Syracuse, NY 13202 |
|
31546xxxx0 |
aal*******@m************.com |
|
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5 |
1 |
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61 |
109902 |
2957 |
124776 |
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| Fingerlakes Wealth Management |
450 N Aurora St Ithaca, NY 14850 |
|
60725xxxx8 |
inf*@f************.com |
5 |
2 |
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113 |
23 |
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| TIAA Financial Services |
31 Dutch Mill Road Ithaca, NY 14850 |
|
18668xxxxx7 |
ama******@t***.org |
5 |
2 |
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| Clearpoint Credit Counseling Solutions |
17 William St Auburn, NY 13021 |
|
80047xxxx6 |
ccc*@c***********.org |
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| Genesee Capital Advisors |
46 South St Auburn, NY 13021 |
|
31555xxxx0 |
inf*@g**************.com |
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| Anthony Baldi - Private Wealth Advisor, Ameriprise Financial Services |
8310 Wehrle Dr, Williamsville, NY 14221 |
|
71662xxxx6 |
amb************@a***.com |
3 |
2 |
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566 |
17 |
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| OakShield Financial Group - Ameriprise Financial Services |
1816 Girard St Utica, NY 13501 |
|
31573xxxx5 |
dns*****@a***.com |
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| Conte Duerr & Associates |
388 Evans St, Buffalo, NY 14221 |
|
71663xxxx4 |
dom****@a***********.com |
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| New York Life Investments |
Goldman Sachs Tower, 30 Hudson St, Jersey City, NJ 07302 |
|
80062xxxx2 |
all**********@n****.com |
3.7 |
3 |
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242 |
2700 |
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| Spillane William F Clu Chfc |
4819 Westfield Dr Manlius, NY 13104 |
|
31568xxxx9 |
a.w*****@p*********.com |
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| Civic Financial Services |
2015 Manhattan Beach Blvd, Redondo Beach, CA 90278 |
|
87747xxxx2 |
aar********@c******.com |
4.5 |
225 |
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5123 |
44 |
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| Tompkins Community Bank |
775 S Meadow St Ithaca, NY 14850 |
|
88827xxxx0 |
cus*********@t****************.com |
4 |
6 |
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11273 |
30 |
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| Mark Colvin - Ameriprise Financial Services |
5750 Commons Park East Syracuse, NY 13057 |
|
31570xxxx3 |
der***********@a***.com |
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| American Express Financial Advisors |
22 Kellogg Rd New Hartford, NY 13413 |
|
31572xxxx5 |
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| Tompkins Financial Advisors |
118 E Seneca St Ithaca, NY 14850 |
|
60727xxxx7 |
agu****@t************************.com |
|
20 |
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| T N Investments Group LLC |
17220 Newhope St # 207, Fountain Valley, CA 92708 |
|
71443xxxx4 |
inf*@t********.com |
3 |
61 |
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| Etico Wealth Management |
258 Genesee St Ste 506 Utica, NY 13502 |
|
31579xxxx1 |
dd0*****************************@s*****.wixpress |
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| Totman Financial Services |
12 Wilson Dr Marcellus, NY 13108 |
|
31572xxxx7 |
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| Gallagher Insurance Risk Management & Consulting |
395 Pine Tree Rd Ithaca, NY 14850 |
|
|
ale*********@a**.com |
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3561 |
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| The Elite Wealth Management Group |
453 S Main St North Syracuse, NY 13212 |
|
31537xxxx5 |
dd0*****************************@s*****.wixpress |
|
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5 |
23 |
450 |
78 |
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| Ameriprise Financial Advisors |
8200 Molson Way Liverpool, NY 13090 |
|
31565xxxx0 |
|
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12 |
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| The Investment Center |
Cicero, NY 13039 |
|
31538xxxx1 |
acc**********@e**********.com |
5 |
2 |
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82922 |
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| Anthony G Schiano - Ameriprise Financial Services |
5750 Commons Park Ste 1 East Syracuse, NY 13057 |
|
31544xxxx9 |
dns*****@a***.com |
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| Schuyler Tax Services |
2502 State Rt 5 Utica, NY 13502 |
|
31573xxxx4 |
|
4.2 |
5 |
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| James F Prioletti - Ameriprise Financial Services |
241 E Genesee St Syracuse, NY 13202 |
|
31523xxxx1 |
dns*****@a***.com |
|
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4 |
1 |
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| Merrill Lynch Private Wealth Advisor David S Magrone |
1 Bryant Pk 28th Floor, New York, NY 10036 |
|
21241xxxx1 |
ale*********@m*.com |
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| Ameriprise Financial Advisors |
21 Fennell St Ste 2 Skaneateles, NY 13152 |
|
31568xxxx9 |
dns*****@a***.com |
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| Earnest Homes |
15303 Ventura Blvd #900, Sherman Oaks, CA 91403 |
|
32368xxxx8 |
hi@t**************.com |
4.8 |
240 |
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| Griffith M Inc Financial Planning |
555 French Rd New Hartford, NY 13413 |
|
31579xxxx0 |
|
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5 |
1 |
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|
| Mark S Lewandrowski - Ameriprise Financial Services |
2406 Genesee St Utica, NY 13502 |
|
31572xxxx8 |
cyn************@a***.com |
|
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| RHK Wealth Management |
14 Slaytonbush Rd Whitesboro, NY 13492 |
|
31579xxxx0 |
|
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| Marc Franco - Ameriprise Financial Services |
7672 Oswego Rd Liverpool, NY 13090 |
|
31540xxxx1 |
dns*****@a***.com |
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126 |
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| Morgan Stanley |
1585 Broadway, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.1 |
105 |
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3103 |
131000 |
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| Ameriprise Financial Advisors - Schultz, Danchi, & Derrickson |
6319 Fly Rd Ste 2 East Syracuse, NY 13057 |
|
31525xxxx2 |
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| The Syracuse Group - UBS Financial Services Inc. |
440 South Warren Street, 6th Floor, The Galleries, Syracuse, NY 13202 |
|
31547xxxx0 |
ali**********@u**.com |
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3 |
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| ARDINALL INVESTMENT MANAGEMENT |
305 W Broadway #203, New York, NY 10013 |
|
21220xxxx0 |
aap***@v*************.com |
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| New Vision Real Estate & Investments |
15456 Ventura Blvd Ste 400B, Sherman Oaks, CA 91403 |
|
32379xxxx1 |
inf*@n***************.com |
5 |
25 |
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1202 |
266 |
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| Peter Smith - Ameriprise Financial Services |
43 S Broad St Norwich, NY 13815 |
|
60737xxxx4 |
dns*****@a***.com |
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| Signature Estate & Investment Advisors, LLC |
2121 Avenue of the Stars #1600, Los Angeles, CA 90067 |
|
31071xxxx3 |
ala****@s***.com |
4 |
1 |
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| Online Trading Academy - Irvine |
17780 Fitch #200, Irvine, CA 92614 |
|
88843xxxx2 |
abu*******@t*************.com |
4.6 |
127 |
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73 |
109240 |
164 |
113341 |
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| HighPoint Advisors |
5900 N Burdick St Ste 100 East Syracuse, NY 13057 |
|
31562xxxx4 |
alo********@h***********.com |
5 |
2 |
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763 |
72 |
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| Greg Morra - Ameriprise Financial Services |
43 Paris Rd New Hartford, NY 13413 |
|
31572xxxx5 |
dns*****@a***.com |
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| First Foundation Advisors |
18101 Von Karman Ave #700, Irvine, CA 92612 |
|
94947xxxx0 |
ada*@f*****************.com |
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| Carapella's Tax Service |
15 Fennell St Skaneateles, NY 13152 |
|
31526xxxx8 |
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5 |
7 |
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| Carapella's Tax Service |
7417 Liffey Ln Liverpool, NY 13088 |
|
31545xxxx3 |
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5 |
2 |
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| Angel Palacios - Financial Advisor, Ameriprise Financial Services |
8770 Transit Rd Ste 4, East Amherst, NY 14051 |
|
58534xxxx1 |
ang***********@a***.com |
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30 |
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| Hailey Cheung | Real Estate Broker | Residential | Commercial | Management |
1613 Chelsea Rd Suite 358, San Marino, CA 91108 |
|
62668xxxx8 |
hch****@c***************.net |
4.9 |
28 |
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173 |
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187 |
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| JBS Asset Management |
100 Madison St Ste 1230, Syracuse, NY 13202 |
|
31525xxxx1 |
con****@j****.com |
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6 |
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| Edward Jones - Financial Advisor: Kevin L Cooper |
68 Genesee St Greene, NY 13778 |
|
60765xxxx5 |
acc**********@e**********.com |
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22 |
82571 |
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92585 |
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| Fidelity Investments |
2070 Broadway, New York, NY 10023 |
|
80062xxxx0 |
a61****@f*******.com |
3.9 |
7 |
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329873 |
|
353000 |
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| Morgan Stanley Smith Barney |
9 E Genesee St Skaneateles, NY 13152 |
|
80073xxxx0 |
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| Tracy Buisch - Ameriprise Financial Services |
127 N Main St Cortland, NY 13045 |
|
60734xxxx1 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Stefen Blasingame |
15 E Genesee St Ste 250 Baldwinsville, NY 13027 |
|
31563xxxx7 |
a.j*********@e**********.com |
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22 |
82571 |
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92585 |
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| Edward Jones - Financial Advisor: Celine Oh |
2255 N Triphammer Rd Ithaca, NY 14850 |
|
60726xxxx8 |
a.j*********@e**********.com |
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| Gerald Gortner - Ameriprise Financial Advisor |
3240 Seneca Tpke Canastota, NY 13032 |
|
31569xxxx4 |
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| Dave Treichler, CFP, CLU |
120 E Washington St Syracuse, NY 13202 |
|
31543xxxx3 |
dav*@a*************.com |
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| Edward Jones - Financial Advisor: Jim Anderson |
172 Main St, East Aurora, NY 14052 |
|
71624xxxx7 |
and*******@c*************.ca |
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| Jennifer L Krieger Radziwon - Platinum Financial Services Advisor, Ameriprise Financial Services |
240 Red Tail Rd Ste 13, Orchard Park, NY 14127 |
|
71667xxxx7 |
dns*****@a***.com |
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| Woodhull Capital Advisors LLC |
80 Orville Dr # 100, Bohemia, NY 11716 |
|
63125xxxx7 |
jim@w**********************.com |
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173 |
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| Finish Line Financial Group |
317 Markham Rd Newark Valley, NY 13811 |
|
60764xxxx4 |
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| DK Griffith & Company |
2108 Genesee St Utica, NY 13502 |
|
31579xxxx4 |
dav****@d*********.com |
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| Logix - Burbank Branch |
100 N 1st St Ste 100, Burbank, CA 91502 |
|
80032xxxx8 |
abr****@l***********.com |
3.9 |
150 |
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697 |
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| Michael Andriaccio - Financial Advisor, Ameriprise Financial Services |
6622 Main St Ste 2, Williamsville, NY 14221 |
|
71625xxxx0 |
bon*********@a***.com |
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| 123 Credit Restoration |
287 Genesee St Ste 115 Utica, NY 13501 |
|
31573xxxx0 |
jmh*********@g****.com |
4.1 |
226 |
1.5 |
12 |
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7177 |
18951 |
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| Principal |
100 Corporate Pkwy Ste 118, Amherst, NY 14226 |
|
71683xxxx2 |
aar*********@p********.com |
|
51 |
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3 |
183 |
9 |
197 |
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| LVW Advisors |
67 Monroe Ave, Pittsford, NY 14534 |
|
58526xxxx0 |
abe**@l**********.com |
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| Conant-Jones Financial Services |
6700 Kirkville Rd East Syracuse, NY 13057 |
|
31543xxxx4 |
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47 |
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| Juniper Investment Company, LLC |
555 Madison Ave, New York, NY 10022 |
|
21233xxxx0 |
apm@j***********.com |
3.7 |
3 |
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| Ameriprise Financial Advisors |
127 N Main St Cortland, NY 13045 |
|
60734xxxx1 |
ant*******@a***.com |
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132349 |
|
134633 |
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| CP Capital |
139 Genesee St NEW HARTFORD, NY 13413 |
|
31576xxxx2 |
chr**@m**********.com |
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| Robert B Good - Financial Advisor, Ameriprise Financial Services, LLC |
7800 State Route 5, Clinton, NY 13323 |
|
31585xxxx5 |
dns*****@a***.com |
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| Marathon Financial Advisors |
6319 Fly Rd Ste 4 East Syracuse, NY 13057 |
|
31544xxxx7 |
inf*@m**********.com |
5 |
2 |
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| Kimberly H Cawley - Ameriprise Financial Services |
127 N Main St Cortland, NY 13045 |
|
60734xxxx1 |
cou************@a***.com |
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| Edward Jones - Financial Advisor: Ken Maag |
7445 Morgan Rd Ste 202c Liverpool, NY 13090 |
|
31545xxxx1 |
a.j*********@e**********.com |
|
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1 |
1 |
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217 |
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| RJR Associates Inc |
101 S Salina St Ste 750 Syracuse, NY 13202 |
|
31547xxxx0 |
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| Raymond James Financial Services |
102E Seneca St Ste 212, Sherrill, NY 13461 |
|
31536xxxx5 |
aar************@r***********.com |
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|
17459 |
|
18000 |
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| Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners |
220 S Warren St, Syracuse, NY 13202 |
|
31567xxxx8 |
ada*@r***************.com |
5 |
4 |
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|
1241 |
81 |
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| GE Credit Union |
497 Electronics Pkwy Bldg 7 Syracuse, NY 13088 |
|
31545xxxx6 |
alb**********@m**************.com |
|
13 |
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| Edward Jones - Financial Advisor: Jess W Esposito |
414 E Upland Rd Ste B Ithaca, NY 14850 |
|
60725xxxx0 |
a.j*********@e**********.com |
|
11 |
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| Daley, LaCombe & Charette, PC |
116 Fayette St Manlius, NY 13104 |
|
31569xxxx3 |
cop******@a****.org |
3 |
2 |
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5 |
5 |
74 |
9 |
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| Sterling Financial Group |
913 Old Liverpool Rd Ste 1E Liverpool, NY 13088 |
|
31569xxxx4 |
are***@s**********.com |
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407 |
10 |
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|
| Morgan Stanley Global Headquarters |
1585 Broadway, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.1 |
108 |
|
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|
3101 |
131000 |
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| Ameriprise Financial Advisors |
43 Paris Rd New Hartford, NY 13413 |
|
31572xxxx5 |
ant*******@a***.com |
|
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|
132349 |
|
134633 |
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|
| The Munro Howard Burns Group - UBS Financial Services Inc. |
1 Seneca Tower Ste 3737, Buffalo, NY 14203 |
|
71684xxxx3 |
jne******@d*********.com |
4.6 |
131 |
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5 |
1 |
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|
| Brandon M Harrington - Financial Advisor, Ameriprise Financial Services |
8310 Wehrle Dr, Williamsville, NY 14221 |
|
71662xxxx6 |
amb************@a***.com |
|
2 |
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|
252 |
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|
| The Bahnsen Group - CA |
520 Newport Center Dr STE 300, Newport Beach, CA 92660 |
|
94987xxxx0 |
aga***@t**************.com |
4.8 |
5 |
|
|
4.8 |
22 |
2103 |
52 |
2200 |
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|
| Anthony Baldi & Associates - Ameriprise Financial Services |
8310 Wehrle Dr, Williamsville, NY 14221 |
|
71662xxxx6 |
amb************@a***.com |
3 |
2 |
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566 |
17 |
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| Lincoln Financial Group Lincoln Life & Annuity Co Of Ny |
100 Madison St Ste 1800 Syracuse, NY 13202 |
|
31542xxxx0 |
aar********@l**.com |
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1 |
1 |
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| The Terzolo Financial Group |
210 Township Blvd Ste 20 Camillus, NY 13031 |
|
31548xxxx0 |
cyn*********@c*******.com |
4.3 |
6 |
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4.9 |
17 |
630 |
10 |
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| Westside Financial |
814 S Westgate Ave #240, Los Angeles, CA 90049 |
|
31077xxxx0 |
ken@w*******.financial |
4.3 |
4 |
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| Edward Jones - Financial Advisor: Allen M Belmont |
4947 Commercial Dr Ste 5 Yorkville, NY 13495 |
|
31573xxxx7 |
a.j*********@e**********.com |
3 |
2 |
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22 |
82571 |
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92585 |
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| Nick Abbadessa: Re/Max Masters Realty |
1030 Bonita Ave, La Verne, CA 91750 |
|
90929xxxx8 |
nic*@s*********.com |
4.9 |
42 |
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4344 |
3 |
4400 |
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| Syntax Research |
Binghamton, NY 13901 |
|
60723xxxx0 |
chr**@s*************.com |
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| Miano J C Investment Advisory Service |
258 Genesee St Ste 304A, Utica, NY 13502 |
|
31573xxxx3 |
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| Kasia Anthis - Ameriprise Financial Services |
5700 Commons Park East Syracuse, NY 13057 |
|
31544xxxx1 |
dns*****@a***.com |
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| AXA Advisors - Lisa D. Miller |
Axa Advisors 120 Madison St , Ste 1900 Syracuse, NY 13202 |
|
31542xxxx3 |
atr*********@e********.com |
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| Ameriprise Financial Advisors |
7883 Seneca Turnpike Ste 103 Clinton, NY 13323 |
|
31585xxxx7 |
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| Farmranch Financial |
24 E Main St Marcellus, NY 13108 |
|
31576xxxx2 |
inf*@f*****************.com |
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| Edward Jones - Financial Advisor: David P. Jones |
6296 Fly Rd Ste 2 East Syracuse, NY 13057 |
|
31543xxxx3 |
acc**********@e**********.com |
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47 |
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| PointGuard Advisors Network |
108 Buchman Cl Cir Fayetteville, NY 13066 |
|
31537xxxx5 |
ass***@p*****************.com |
4 |
2 |
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186 |
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197 |
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| Prelude Capital |
437 Madison Ave, New York, NY 10022 |
|
21254xxxx0 |
ada*@p*************.com |
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| Donald A Kurey - Ameriprise Financial Services |
5750 Commons Park Ste 1 East Syracuse, NY 13057 |
|
31544xxxx7 |
dns*****@a***.com |
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| William C Hoock - Financial Advisor, Ameriprise Financial Services |
8310 Wehrle Dr, Williamsville, NY 14221 |
|
71662xxxx6 |
amb************@a***.com |
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109 |
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| Financial Finesse |
883 N Douglas St, El Segundo, CA 90245 |
|
86673xxxx7 |
ale***@f***************.com |
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| Utopia Property Management Antelope Valley-Palmdale |
1008 W Ave M-14 Ste A-100, Palmdale, CA 93551 |
|
66132xxxx2 |
aar**@u***************.com |
4.8 |
72 |
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| Edward Jones - Financial Advisor: Matthew C Stoutenburg |
89 Orchard St Spencer, NY 14883 |
|
60758xxxx5 |
a.j*********@e**********.com |
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22 |
82053 |
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91978 |
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| Tiedemann Advisors |
520 Madison Ave 26th floor, New York, NY 10022 |
|
21239xxxx0 |
aca***@t****************.com |
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| Commonwealth Financial Group |
1633 Empire Blvd, Webster, NY 14580 |
|
58524xxxx0 |
ape****@t***********.com |
5 |
30 |
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| Terry Webb - Ameriprise Financial Services |
120 Main St Delhi, NY 13753 |
|
60721xxxx5 |
dns*****@a***.com |
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| Ameriprise Financial Advisors |
2406 Genesee St Utica, NY 13502 |
|
31572xxxx8 |
ant*******@a***.com |
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132349 |
|
134633 |
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| BPC Advisors |
6390 Fly Rd East Syracuse, NY 13057 |
|
31543xxxx0 |
bxx******@b**********.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Christopher W. Rheaume |
130 Genesee St Ste 1 Auburn, NY 13021 |
|
31525xxxx1 |
a.j*********@e**********.com |
5 |
2 |
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| Ben Leeds Investment & Management |
3385 Overland Ave #2, Los Angeles, CA 90034 |
|
31081xxxx5 |
aut***@b*****************.com |
1.9 |
46 |
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2 |
6 |
19 |
2 |
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| Hamilton Group |
100 Elwood Davis Rd Syracuse, NY 13212 |
|
31541xxxx6 |
aar**@h************.net |
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| Edward Jones - Financial Advisor: Chris LeBlanc |
3008 Military Rd, Niagara Falls, NY 14304 |
|
58570xxxx6 |
and*******@c*************.ca |
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| RBC Wealth Management Branch - Syracuse |
5786 Widewaters Pkwy Ste 2, Syracuse, NY 13214 |
|
31542xxxx8 |
rbc*********@r**.com |
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| RunontheBank |
313 Hudson St Ithaca, NY 14850 |
|
60782xxxx8 |
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| Jon L Myers and Associates - Ameriprise Financial Services |
5700 Commons Park East Syracuse, NY 13057 |
|
31525xxxx2 |
ali***********@a***.com |
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| Clearpoint Credit Counseling Solutions |
218 Liberty St Oneida, NY 13421 |
|
80047xxxx6 |
ccc*@c***********.org |
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| Cody Perkov - Ameriprise Financial Services |
5750 Commons Park East Syracuse, NY 13057 |
|
31570xxxx3 |
cod********@a***.com |
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| Tompkins Community Bank |
2251 N Triphammer Rd Ithaca, NY 14850 |
|
60725xxxx6 |
cus*********@t****************.com |
2.5 |
18 |
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11273 |
30 |
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| Abacus Wealth Partners |
429 Santa Monica Blvd #500, Santa Monica, CA 90401 |
|
88842xxxx7 |
ala*@a***********.com |
5 |
1 |
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894 |
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933 |
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| 1031 Crowdfunding, LLC |
2603 Main St #1050, Irvine, CA 92614 |
|
84453xxxx1 |
bay*****@1***************.com |
4.9 |
126 |
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6156 |
32 |
6200 |
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| Rockbridge Investment Management |
220 S Warren St Fl 9th Syracuse, NY 13202 |
|
31567xxxx8 |
ada*@r***************.com |
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1243 |
81 |
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| Tompkins Community Bank |
701 W Seneca St Ithaca, NY 14850 |
|
60727xxxx1 |
cus*********@t****************.com |
3.1 |
16 |
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11273 |
30 |
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| Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
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37 |
1312 |
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| Merrill Lynch Private Wealth Advisor Noel L Weil |
1 Bryant Pk 28th Floor, New York, NY 10036 |
|
21241xxxx0 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Celine Richardson |
2255 N Triphammer Rd Ithaca, NY 14850 |
|
60726xxxx8 |
acc**********@e**********.com |
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22 |
82571 |
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92585 |
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| Syracuse - Grossman St. Amour CPAs PLLC |
110 West Fayette St Ste 900 Syracuse, NY 13202 |
|
31542xxxx0 |
abr*******@g******.com |
4.7 |
15 |
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4.5 |
11 |
335 |
42 |
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| Taconic Capital |
280 Park Ave, New York, NY 10017 |
|
21220xxxx0 |
a@t*********.com |
4.7 |
3 |
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| Van Meter & Van Meter |
2502 State Route 5 Utica, NY 13502 |
|
31573xxxx4 |
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| Peter N Dourdas & Associates |
441 S Salina St Ste 104 Syracuse, NY 13202 |
|
31547xxxx8 |
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| Earn Into Wealth |
1460 Broadway, New York, NY 10036 |
|
64649xxxx0 |
ade****@e*************.com |
5 |
7 |
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| The Carta Group |
5790 Widewaters Pkwy Ste 100B Syracuse, NY 13214 |
|
31544xxxx4 |
cta*****@c*********.com |
|
4 |
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| James Frash - Ameriprise Financial Services |
7672 Oswego Rd Liverpool, NY 13090 |
|
31554xxxx3 |
dns*****@a***.com |
|
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126 |
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| Nichole LaChance - Ameriprise Financial Services |
5786 Widewaters Pkwy Syracuse, NY 13214 |
|
31544xxxx3 |
dns*****@a***.com |
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| John Baldi - Financial Advisor, Ameriprise Financial Services |
8310 Wehrle Dr, Williamsville, NY 14221 |
|
71662xxxx6 |
amb************@a***.com |
|
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17 |
3 |
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| Caskey Real Estate Group |
805 Manhattan Ave #201, Manhattan Beach, CA 90266 |
|
31037xxxx0 |
chr**@c********************.com |
5 |
13 |
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| Excelsior Wealth Partners |
225 Wilkinson St Syracuse, NY 13204 |
|
31530xxxx8 |
aha******@e**********.com |
5 |
39 |
|
|
5 |
8 |
143 |
4 |
158 |
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| Edward Jones - Financial Advisor: Sarah J Manchester |
762 State Hwy 28 Ste 2 Oneonta, NY 13820 |
|
60743xxxx0 |
acc**********@e**********.com |
|
27 |
|
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|
22 |
82571 |
|
92585 |
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| Vance Street Capital LLC |
11150 Santa Monica Blvd # 750, Los Angeles, CA 90025 |
|
31023xxxx0 |
abi***@v*****************.com |
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| New Wealth Advisors Club |
2900 Adams St b20, Riverside, CA 92504 |
|
95144xxxx2 |
ale******@n********************.com |
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| Northwestern Mutual - Christen Gibbons CLU CHFC AEP CASL |
95 Brown Rd Ste 203 Ithaca, NY 14850 |
|
60726xxxx0 |
ale***************@n*.com |
|
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| Edward Jones Investment |
2255 N Triphammer Rd Triphammer Marketplace Ithaca, NY 14850 |
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60726xxxx8 |
a.j*********@e**********.com |
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22 |
82063 |
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91992 |
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| Edward Jones - Financial Advisor: Doug Kallet |
136 Vanderbilt Avenue, Oneida, NY 13421 |
|
31536xxxx7 |
a.j*********@e**********.com |
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86826 |
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99000 |
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3.5 |
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| New Era Asset Management |
701 Seneca St, Buffalo, NY 14210 |
|
84485xxxx0 |
com*******@n*****.com |
2.3 |
3 |
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5 |
5 |
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| Class Advisors |
2508 Genesee St Utica, NY 13502 |
|
31535xxxx3 |
bi**@a**************.com |
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| Edward Jones - Financial Advisor: Sonja J Jensen-Schell |
229 Lake St, Hamburg, NY 14075 |
|
71624xxxx2 |
and*******@c*************.ca |
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| Green Lake Associates |
397 State Route 281 Tully, NY 13159 |
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31567xxxx4 |
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| Ameriprise Financial Advisors |
5786 Widewaters Pkwy Dewitt, NY 13214 |
|
31544xxxx3 |
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| Ameriprise Financial Advisors |
5750 Commons Park East Syracuse, NY 13057 |
|
31549xxxx0 |
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| Pennymac |
3043 Townsgate Rd STE 200, Westlake Village, CA 91361 |
|
81822xxxx2 |
aak**********@p*******.com |
4.8 |
1178 |
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25171 |
942 |
25000 |
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| Hansen's Financial Services |
7067 E Genesee St Fayetteville, NY 13066 |
|
31563xxxx4 |
d*n*@h**************.com |
3 |
2 |
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| D William Winkelman - Ameriprise Financial Services |
21 Fennell St Ste 2 Skaneateles, NY 13152 |
|
31568xxxx9 |
ali***********@a***.com |
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29 |
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| American Express Financial Advisors |
42 E Genesee St Skaneateles, NY 13152 |
|
31568xxxx9 |
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| Edward Jones - Financial Advisor: Derek B Loomis |
6265 State Rte 31 Ste 2 Cicero, NY 13039 |
|
31569xxxx9 |
acc**********@e**********.com |
5 |
2 |
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22 |
82571 |
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92585 |
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| Everest Consultants |
443 N Franklin St Ste 210 Syracuse, NY 13204 |
|
31523xxxx5 |
apl@e*****************.net |
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| Jessica Jimenez - Ameriprise Financial Services |
5700 Commons Park East Syracuse, NY 13057 |
|
31525xxxx2 |
ali***********@a***.com |
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| Wisdom Rock Financial Advisory Group - Ameriprise Financial |
7555 Morgan Rd Ste 1 Liverpool, NY 13090 |
|
31587xxxx3 |
chr**************@a***.com |
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| Matthew Crossman - Ameriprise Financial Services |
5700 Commons Park East Syracuse, NY 13057 |
|
31544xxxx1 |
dns*****@a***.com |
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| Connell Financial Group |
5105 West Genesee St Camillus, NY 13031 |
|
80044xxxx4 |
jim**@c***************.com |
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| Paul Bonomo - Ameriprise Financial Services |
8200 Molson Way Liverpool, NY 13090 |
|
31565xxxx0 |
dns*****@a***.com |
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12 |
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| Joel Isaacson & Co. |
546 5th Ave #20, New York, NY 10036 |
|
21230xxxx0 |
ale*@j***********.com |
5 |
3 |
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| Merrill Lynch Wealth Management |
6245 Sheridan Dr Ste 300, Buffalo, NY 14221 |
|
71663xxxx0 |
3d@**w.wealthmanagement |
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| Morgan Stanley |
493 Chestnut St Oneonta, NY 13820 |
|
16074xxxxx0 |
ade***********@m************.com |
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| Brackens Financial Solutions Network |
333 W Washington St Ste 220 Syracuse, NY 13202 |
|
31593xxxx9 |
chr***************@b**********.com |
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526 |
2 |
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| Edward Jones - Financial Advisor: Brian J Stinson |
3706 Milton Ave Ste 1g Camillus, NY 13031 |
|
31548xxxx4 |
acc**********@e**********.com |
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42 |
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| Vince Capsello - Ameriprise Financial Services |
5786 Widewaters Pkwy Syracuse, NY 13214 |
|
31544xxxx3 |
dns*****@a***.com |
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| Cuddy Financial Services |
7 William St Auburn, NY 13021 |
|
31525xxxx0 |
cdr*******@c*************.com |
4.4 |
7 |
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| Ameriprise Financial Advisors |
3240 Seneca Turnpike Canastota, NY 13032 |
|
31569xxxx4 |
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| State Common Retirement Fund |
59 Maiden Ln, New York, NY 10038 |
|
21238xxxx0 |
afl****@o**.state |
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9461 |
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| Avanath Capital Management LLC |
1920 Main St #150, Irvine, CA 92614 |
|
94926xxxx0 |
aar**@a******.com |
1.6 |
41 |
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101 |
|
169 |
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| Jeffery Wells - Ameriprise Financial Services |
1816 Girard St Utica, NY 13501 |
|
31573xxxx5 |
dns*****@a***.com |
|
203 |
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| Rockbridge Investment Management, LLC |
220 S Warren St, Syracuse, NY 13202 |
|
31567xxxx8 |
ada*@r***************.com |
|
20 |
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1243 |
81 |
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5 |
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| Dannible & McKee |
221 S Warren St Syracuse, NY 13202 |
|
31547xxxx7 |
ade*******@d*****.com |
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4.7 |
19 |
429 |
77 |
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| OakShield Financial Group - Ameriprise Financial Services |
5750 Commons Park East Syracuse, NY 13057 |
|
31570xxxx3 |
dns*****@a***.com |
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| Strategic Wealth Advisors |
5784 Widewaters Pkwy Fl 1 Fl 1 Dewitt, NY 13214 |
|
31521xxxx0 |
joh*@s**********************.net |
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| Ameriprise Financial Advisors |
200 Betsinger Rd Sherrill, NY 13461 |
|
31536xxxx1 |
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| Kayne Anderson Rudnick |
2000 Avenue of the Stars Suite 1110, Los Angeles, CA 90067 |
|
80023xxxx4 |
agr***@k****.com |
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131 |
11 |
146 |
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| Merrill Lynch Wealth Management |
50 Fountain Plz Ste 1100, Buffalo, NY 14202 |
|
71684xxxx1 |
ale*********@m*.com |
|
104 |
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| Wells Fargo Advisors |
5520 State Hwy 7 Oneonta, NY 13820 |
|
60743xxxx3 |
agi***@a*.nv |
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|
188660 |
|
190000 |
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| TIAA Financial Services |
131 E Green St Ste 4 Ithaca, NY 14850 |
|
86684xxxx7 |
ama******@t***.org |
5 |
2 |
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| Anchor Capital Management |
323 Taughannock Blvd Ithaca, NY 14850 |
|
60727xxxx4 |
ann*@a***********.com |
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| Paradigm Consulting |
133 Business Park Dr Utica, NY 13502 |
|
31579xxxx0 |
ami*******@p*********.com |
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| Andrew Schaffel Financial Advisor |
5788 Widewaters Pkwy Syracuse, NY 13214 |
|
31542xxxx1 |
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| Beach Point Capital Management |
1620 26th St #6000n, Santa Monica, CA 90404 |
|
31099xxxx0 |
ahe****@b****************.com |
1.3 |
14 |
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| Wells Fargo Advisors |
2 Graham Rd W Ithaca, NY 14850 |
|
60726xxxx0 |
ada*********@w*****************.com |
3 |
2 |
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|
189244 |
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| B Capital Group |
1240 Rosecrans Ave, Manhattan Beach, CA 90266 |
|
31069xxxx0 |
aak***@b********.com |
3 |
2 |
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|
1000 |
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| BNY Mellon Wealth Management Boston MA |
201 Washington St, Boston, MA 02108 |
|
61742xxxx8 |
jen***********@b********.com |
3.5 |
6 |
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| Lido Advisors |
1875 Century Park E #950, Los Angeles, CA 90067 |
|
31027xxxx2 |
aac******@l***********.com |
4.4 |
8 |
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| Lincoln Investment Planning |
239 Genesee St, Utica, NY 13501 |
|
31573xxxx1 |
aam****@l****************.com |
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| Morgan Stanley Wealth Management |
450 Essjay Rd, Buffalo, NY 14221 |
|
71663xxxx0 |
aar***********@m***********************.com |
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| One K Group |
7136 E Genesee St Fayetteville, NY 13066 |
|
21294xxxx8 |
inf*@o********.com |
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| Jonathan Knight - Ameriprise Financial Services |
5700 Commons Park East Syracuse, NY 13057 |
|
31525xxxx2 |
ali***********@a***.com |
|
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