BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,326 $522K 0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,323 $521K 0.02% +38 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,320 $520K 0.01% +319 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,311 $516K 0.07% -3 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,310 $516K 0.07% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,308 $515K <0.01% +43 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,307 $515K 0.04% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,304 $514K 0.04% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,301 $512K 0.25% +1 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,300 $512K 0.06% -41 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,369 $512K 0.01% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,298 $511K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,282 $505K 0.02% +80 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,282 $505K 0.06% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,280 $504K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,279 $504K 0.03% +388 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,278 $503K 0.45% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,273 $502K 0.02% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,273 $502K 0.01% +241 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,265 $498K 0.02% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,264 $498K <0.01% 0 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,260 $496K 0.33% 0 13F-HR Timeline Financial Guidance Group, Inc. 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More: the full row for SMITH, MOORE & CO. 1,216 $479K 0.03% +1 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,215 $479K 0.05% +40 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,205 $475K 0.02% +10 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,200 $473K 0.01% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,198 $472K 0.09% -49 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,197 $472K 0.09% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,185 $467K 0.07% +48 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 1,175 $463K 0.14% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,172 $462K 0.04% -230 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,172 $462K 0.2% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,170 $461K 0.27% -140 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,164 $459K 0.04% +9 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 1,164 $459K 3.95% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,202 $455K 0.03% -133 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,202 $453K 0.12% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,144 $451K 0.02% -129 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,136 $448K 0.03% -11 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,131 $446K 0.06% 0 13F-HR Timeline Granite Harbor Advisors, Inc. 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Investment Group, LLC 1,123 $442K 0.33% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,104 $435K 0.02% +2 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,101 $434K 0.05% -16 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,085 $428K 0.04% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,076 $424K 0.08% -35 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,260 $424K 0.01% +333 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,072 $422K 0.02% -4 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,071 $422K <0.01% -161 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,075 $420K 0.17% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,067 $420K 0.05% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,066 $420K 0.03% 0 13F-HR Timeline Mascagni Wealth Management, Inc. 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More: the full row for HFG Advisors, Inc. 784 $309K 0.19% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 780 $307K 0.02% -410 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 780 $307K 0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 779 $307K 0.07% -14 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 778 $307K 0.15% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 775 $305K 0.04% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 773 $305K 0.06% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 767 $302K 0.02% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 766 $302K 0.03% -131 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 766 $302K 0.05% +1 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 766 $302K 0.03% +6 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 763 $301K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 957 $300K 0.01% +31 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 751 $296K 0.01% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 751 $296K 0.04% +63 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 744 $293K 0.06% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 743 $293K 0.11% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 742 $292K 0.01% -158 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 736 $290K 0.01% -4,623 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 728 $287K 0.16% +1 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 727 $286K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 723 $285K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 716 $282K 0.01% -50 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 721 $282K 0.01% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 714 $281K 0.14% +1 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 711 $280K 0.21% +1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 703 $277K 0.02% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 700 $276K 0.01% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 700 $276K 0.04% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 700 $276K 0.21% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 699 $275K 0.19% -8 13F-HR Timeline