TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,602 $754K 0.51% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,601 $754K 1.64% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 2,599 $753K 0.61% 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,585 $749K 0.01% +1,743 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,585 $749K 0.51% 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,572 $745K 0.33% -72 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,567 $744K 0.17% +11 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,563 $743K 0.05% -103 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,562 $742K 0.18% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,555 $740K 0.38% -285 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,553 $740K 0.39% -203 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,551 $739K 0.11% +10 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,550 $739K 0.1% +83 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,548 $738K 0.06% -701 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,544 $737K 0.11% -144 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,539 $736K 0.11% +297 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,539 $736K 0.14% +752 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,537 $735K 0.25% -20 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,536 $735K 0.56% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,530 $733K 0.17% +6 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,527 $732K 0.43% -615 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,527 $732K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,515 $729K 0.58% -34 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,513 $728K 0.5% 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 2,507 $727K 0.31% -2,794 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,503 $725K 0.15% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,500 $725K <0.01% -457 13F-HR/A Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,500 $725K 0.07% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,497 $724K 0.06% +1,238 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,497 $724K 0.13% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,495 $723K 0.24% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,492 $722K 0.09% +25 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,491 $722K 0.17% -607 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,489 $721K 0.25% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,481 $719K 0.32% -3 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,479 $719K 0.09% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,479 $719K 0.11% -315 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,478 $718K 0.21% -1,051 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,475 $717K 1.77% 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,473 $717K 0.06% +1,214 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,470 $716K 0.51% +9 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,463 $714K 0.17% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,457 $712K 0.04% +33 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,450 $710K 0.41% +21 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,448 $709K 0.34% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for Strategic Wealth Partners, Ltd. 2,318 $700K 0.06% +71 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,393 $694K 0.67% -100 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,388 $692K 0.64% 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,380 $690K <0.01% -200 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,375 $688K 0.37% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,364 $685K 0.48% -2,420 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,358 $683K 0.11% -41 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Pinnacle Wealth Management Group, Inc. 2,311 $670K 0.42% +122 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,309 $669K 0.14% +5 13F-HR/A Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,304 $668K 0.03% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,302 $667K 0.4% +40 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,297 $666K 0.29% +32 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,266 $666K 0.08% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,293 $665K 0.15% -245 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,293 $665K 0.09% +11 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,290 $664K 0.05% -40 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,288 $663K 0.22% -172 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,289 $663K 0.23% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,287 $663K 0.14% +551 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,282 $661K 0.23% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,277 $660K 0.2% +10 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,275 $659K 0.09% +206 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,275 $659K 0.45% +1 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,272 $659K 0.25% +7 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,271 $658K 0.39% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,270 $658K 0.34% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,268 $658K 0.16% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,265 $657K 0.18% -17 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,258 $654K 0.43% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,257 $654K 0.25% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,239 $649K 0.18% +194 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,238 $648K 0.71% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 2,236 $648K 0.22% -379 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 2,231 $647K 0.65% 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,227 $645K 0.06% -1,226 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,221 $644K 0.17% +176 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,220 $643K 0.02% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,216 $642K 0.12% +1,042 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,214 $642K 0.14% -10 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,213 $641K 0.05% +1 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,212 $641K 0.2% -39 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,205 $639K 0.06% +791 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,202 $638K 0.6% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,198 $637K 0.12% -39 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,123 $637K 0.29% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,187 $634K 1.02% +1 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,183 $633K 0.23% +10 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,171 $629K 0.32% +1,134 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,167 $628K <0.01% -166 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,166 $628K 0.34% 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,163 $627K 0.27% -33 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,163 $627K 0.32% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,159 $626K 0.4% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,152 $624K 0.55% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,152 $624K 0.11% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,151 $623K 0.23% +318 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,150 $623K 0.04% -27 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,145 $622K 0.01% -349 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,145 $622K 0.04% -514 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 2,144 $621K 0.05% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,142 $621K 0.65% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,140 $620K 0.1% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,143 $620K 0.27% -14 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,133 $618K 0.39% 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,125 $616K 0.29% +64 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,125 $616K 0.22% +44 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,122 $615K 0.1% +652 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,121 $615K 0.97% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,118 $614K 0.56% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,152 $609K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,099 $608K 0.07% +301 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,098 $608K 0.64% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,097 $608K 0.01% -889 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,095 $607K 0.11% +130 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,091 $606K 0.09% +59 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,091 $606K 0.16% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,088 $605K 0.09% -227 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,085 $604K 1.96% -17 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for Anson Capital, Inc. 2,056 $596K 0.52% +149 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,049 $594K 0.2% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,049 $594K 0.38% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,046 $593K 0.22% +59 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,043 $592K 0.04% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,042 $592K 0.42% +58 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,038 $591K 0.17% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,038 $591K 0.4% -3 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,036 $590K 0.07% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,033 $589K 0.35% +734 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,027 $587K 0.11% +295 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,026 $587K 0.48% -10 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,024 $587K 0.01% -70 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,016 $584K 0.06% +75 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,009 $582K 0.29% +141 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,008 $582K 0.04% -49 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 2,005 $581K 0.38% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,001 $580K 0.07% +16 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,994 $578K 0.04% 0 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,975 $576K 0.06% 13F-HR Timeline SOA Wealth Advisors, LLC. 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