Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,258 $361K 0.03% -2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,222 $359K 0.27% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,252 $359K 0.01% -623 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,252 $359K 0.04% -279 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,250 $359K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,244 $357K 0.01% +81 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,241 $356K 0.02% +298 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,240 $356K 0.3% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,238 $355K 0.02% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,234 $354K 0.07% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,230 $353K 0.14% -6 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,228 $353K 0.01% +46 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,227 $352K 0.15% +22 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,225 $352K 0.12% +230 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,223 $351K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,221 $350K 0.12% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,221 $350K 0.07% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,219 $350K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,217 $349K 0.02% +285 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,213 $348K 0.02% +92 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,213 $348K 0.07% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,213 $348K 0.03% +82 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,213 $348K 0.34% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,464 $347K 0.11% -378 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,206 $346K 0.06% -57 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,206 $346K 0.01% +1 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,206 $346K 0.11% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,205 $346K 0.02% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,204 $346K 0.22% +5 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 1,201 $345K 0.01% -34 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,200 $344K 0.05% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,196 $343K 0.02% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,193 $342K 0.07% -51 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,181 $339K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,173 $339K 0.02% -23 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,171 $336K 0.06% +216 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,169 $335K 0.1% -401 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,047 $335K 0.17% -10 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,167 $335K 0.01% -2 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,165 $334K 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,165 $334K 0.07% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,165 $334K 0.06% +1 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,162 $333K 0.31% -4,639 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,162 $333K 0.02% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,159 $333K 0.02% +466 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,154 $331K 0.1% -75 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,150 $330K 0.08% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,144 $328K 0.02% -39 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,142 $328K 0.08% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,141 $327K 0.02% +402 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,141 $327K 0.01% 0 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,140 $327K 0.01% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,140 $327K 0.06% -33 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,135 $326K 0.06% -82 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,134 $325K 0.06% -65 13F-HR Timeline Elmwood Wealth Management, Inc. 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More: the full row for Wealth Group, Ltd. 1,100 $316K 0.29% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,100 $316K 0.04% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,100 $316K 0.14% -35 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,100 $316K 0.14% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,094 $314K 0.02% +11 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 994 $314K 0.1% -14 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,090 $313K 0.02% +39 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,084 $311K 0.03% +17 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,084 $311K 0.01% +78 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,082 $311K 0.02% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,082 $311K <0.01% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 972 $310K 0.04% +278 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,076 $309K 0.07% +210 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,073 $308K 0.07% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,072 $308K 0.16% -2 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,071 $307K 0.15% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,069 $307K 0.01% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,066 $306K 0.02% -325 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 974 $305K 0.18% +2 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,063 $305K 0.06% 0 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,058 $304K 0.04% +3 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,057 $303K 0.09% -230 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,056 $303K 0.02% +400 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,050 $302K 0.11% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,053 $302K 0.03% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,053 $302K 0.06% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,052 $302K 0.04% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,050 $301K 0.19% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,047 $300K 0.02% -65 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,042 $299K 0.01% +18 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,041 $299K 0.02% -311 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,041 $299K 0.05% +8 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,039 $298K 0.15% +5 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,036 $297K 0.02% -389 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 1,035 $297K <0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,031 $296K 0.01% +306 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,030 $296K 0.04% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,030 $296K 0.04% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,028 $295K 0.04% -45 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,020 $293K 0.04% -450 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,019 $292K <0.01% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,013 $291K 0.05% +130 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,011 $290K 0.02% +316 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,011 $290K 0.03% +24 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,011 $290K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,010 $290K 0.01% +76 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 967 $290K 0.12% -36 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,010 $290K 0.09% +2 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,009 $290K 0.01% -197 13F-HR Timeline Group Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 1,005 $288K 0.11% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,001 $287K 0.02% -49 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,000 $287K 0.26% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,000 $287K 0.03% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $287K 0.14% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,000 $287K 0.22% 0 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 1,000 $287K 0.23% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 999 $287K 0.02% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 998 $286K 0.08% -44 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 996 $286K 0.02% -97 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 995 $286K 0.11% -12 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 994 $285K 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 991 $285K 0.05% -1 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 991 $284K 0.03% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 987 $283K <0.01% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 983 $282K 0.12% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 980 $281K 0.08% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 976 $280K 0.06% -63 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 965 $277K 0.03% +922 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 963 $276K <0.01% +15 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 963 $276K 0.02% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 962 $276K 0.03% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 956 $274K 0.08% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 954 $274K 0.04% -4 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 952 $273K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 952 $273K 0.02% +40 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 950 $272K <0.01% +57 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 945 $271K 0.03% -7 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 943 $271K 0.01% -100 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 943 $271K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 940 $270K 0.01% -971 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 940 $270K 0.04% +693 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 937 $269K <0.01% -652 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,050 $269K 0.12% -450 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 935 $268K <0.01% -776 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 934 $268K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 927 $266K 0.01% +63 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 925 $265K 0.23% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. 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More: the full row for Walsky Investment Management, Inc. 918 $263K 0.27% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 916 $263K 0.16% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 915 $263K 0.02% +25 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 913 $262K 0.05% -210 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 913 $262K 0.01% -89 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 906 $260K 0.09% -2 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 903 $259K 0.13% +4 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 847 $258K 0.03% -5 13F-HR Timeline Palogic Value Management, L.P. 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More: the full row for CI INVESTMENTS INC. 899 $258K <0.01% -139 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 899 $258K 0.16% -775 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 895 $257K 0.01% -50 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 895 $257K 0.07% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 892 $256K 0.04% -239 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 891 $256K 0.16% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 888 $255K 0.06% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 877 $252K 0.01% -240 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 875 $251K 0.05% -1 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 875 $251K 0.03% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 873 $251K 0.11% 0 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 872 $250K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 869 $249K 0.06% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 868 $249K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 867 $249K 0.02% -46 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 865 $249K 0.01% -14 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 864 $248K 0.05% -32 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 864 $248K 0.03% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 862 $247K 0.09% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 861 $247K 0.06% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 861 $247K 0.07% -4 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 858 $246K 0.03% +24 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 857 $246K 0.11% -140 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. 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