Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 32,481 $743K 0.09% +3,577 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 32,075 $737K 0.04% -4,662 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 30,671 $705K 0.13% -972 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 30,578 $703K 0.1% +268 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,293 $696K 0.06% -118 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,058 $691K 0.01% -80,046 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 29,877 $687K 0.54% -8,997 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 29,786 $684K 0.02% -2,996 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 29,587 $680K 0.13% -13,917 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 29,451 $677K 0.01% +14,199 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,406 $676K 0.01% -1,623 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 29,343 $674K 0.2% -12,317 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 29,269 $666K 0.04% -1,772 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 28,904 $664K 0.24% -8,330 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 28,563 $656K 0.43% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,964 $643K 0.01% +13,337 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 27,819 $639K 0.03% -6,246 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 27,707 $637K <0.01% +3,723 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,764 $615K 0.02% -2,542 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 26,622 $611K 0.23% +231 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 26,437 $607K 0.23% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 26,634 $607K 0.23% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 26,379 $606K 0.53% new 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for First Horizon Advisors, Inc. 22,884 $526K 0.01% -1,078 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,866 $525K 0.03% +3,219 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,763 $523K <0.01% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 22,655 $521K 0.25% +2,634 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,555 $518K 0.01% +1,308 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 22,511 $517K 0.04% +10,426 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 22,474 $516K 0.03% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 22,407 $515K 0.35% +190 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 22,393 $515K 0.37% -565 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 22,295 $512K 0.15% -334 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 22,203 $510K 0.02% -887 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,187 $510K 0.01% -16 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 21,950 $504K 0.2% +4,535 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,914 $504K 0.02% +1,894 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,847 $502K 0.02% +2,985 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 21,806 $501K 0.32% -2,083 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,718 $499K 0.09% -384 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 21,642 $497K <0.01% -42,917 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,403 $492K <0.01% -2,959 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,272 $489K 0.02% -106 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 21,253 $488K 0.12% -2,085 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,154 $486K 0.12% +2,019 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20,855 $479K 0.09% -8,759 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,837 $479K 0.01% +89 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 20,846 $477K 0.06% new 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,647 $474K 0.09% +380 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,252 $465K 0.05% +152 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,771 $454K 0.06% +6 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 19,637 $451K <0.01% +8,388 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 19,307 $444K +1,597 Timeline Petix & Botte Co More: the full row for Petix & Botte Co 19,209 $441K 0.11% -516 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,206 $441K <0.01% +12,541 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 19,031 $437K 0.07% -3,835 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,814 $431K 0.22% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,728 $430K 0.11% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 18,669 $429K 0.11% +3,640 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,170 $418K 0.03% +1,692 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,057 $415K 0.12% -252 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 17,810 $409K 0.26% -5,904 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,771 $408K 0.28% -169 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,756 $408K 0.05% +3,918 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 17,678 $406K <0.01% -25,553 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,650 $406K 0.16% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,572 $404K 0.08% -7,184 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,448 $401K 0.03% +1,177 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 17,372 $399K 0.01% +292 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 17,286 $397K 0.12% -270 13F-HR/A Timeline Keystone Financial Services More: the full row for Keystone Financial Services 17,132 $394K 0.13% +1,140 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,114 $393K 0.03% -2,141 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $390K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,958 $390K <0.01% -33 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 16,952 $390K 0.01% -1,264 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,944 $389K 0.03% -664 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,871 $388K <0.01% -254 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 16,869 $388K 0.05% +2,415 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 16,855 $387K 0.01% -4,349 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,697 $384K 0.01% -9,859 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 16,671 $383K 0.05% +2,374 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,352 $376K 0.03% -2,331 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,321 $375K 0.08% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 16,124 $371K 0.04% -9,217 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,084 $370K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 15,991 $367K 0.12% +100 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 15,958 $367K 0.17% +563 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,823 $364K 0.11% -11,559 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,817 $363K 0.04% +180 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,715 $361K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,702 $361K 0.04% +5,417 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,679 $360K 0.09% -165 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,573 $358K 0.1% -89 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 15,373 $353K 0.17% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,310 $352K 0.03% +128 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15,224 $350K 0.14% +1,935 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,190 $349K 0.05% -211 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,027 $345K 0.01% +4,139 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 14,846 $341K 0.52% -2,158 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 14,715 $338K 0.18% -339 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,698 $338K 0.03% +2,800 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,698 $334K 0.01% -918 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,423 $331K 0.01% -6,032 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,385 $331K 0.08% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,254 $328K 0.07% -4,117 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,226 $327K 0.09% +4,285 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 14,172 $326K 0.04% -129 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 14,019 $322K 0.04% -572,231 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 13,995 $322K 0.04% +397 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,972 $321K 0.02% +15 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 13,939 $320K <0.01% -13,300 13F-HR/A Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,756 $316K 0.13% +1,170 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,587 $312K 0.06% -58 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,467 $310K 0.08% +19 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 13,431 $309K 0.08% -1,775 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,353 $307K 0.05% -182 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 13,274 $305K 0.07% +3,403 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 13,230 $304K 0.1% +318 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,256 $303K 0.02% -9,485 13F-HR/A Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 13,131 $302K 0.01% +1,340 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,904 $297K 0.02% -123 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,896 $296K <0.01% +381 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,873 $296K 0.13% +1,059 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,795 $294K 0.17% +878 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,718 $292K 0.01% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 12,691 $292K <0.01% -615 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,623 $290K 0.03% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 12,600 $290K 0.14% +2,016 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,468 $287K 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,335 $283K 0.03% -3,524 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,088 $278K 0.01% +71 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 12,047 $277K 0.12% +884 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,043 $277K 0.17% +202 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,853 $272K 0.01% +1,359 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 11,882 $271K 0.1% +2,401 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,760 $270K 0.02% +54 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 11,758 $270K 0.07% +107 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,771 $270K <0.01% +1,523 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 11,600 $267K 0.12% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 11,644 $265K 0.17% +1,722 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,512 $265K 0.02% +343 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,466 $264K 0.01% -1,747 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,441 $263K 0.01% +320 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,400 $262K <0.01% -2,950 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,324 $260K 0.1% +97 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,290 $259K 0.01% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 11,272 $259K 0.02% +69 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 11,081 $255K 0.03% -84,441 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,045 $254K -559 Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,585 $243K 0.16% -2,537 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,507 $241K 0.19% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,418 $239K 0.01% +940 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,407 $239K 0.04% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 10,277 $236K 0.04% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,175 $234K 0.04% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,984 $229K 0.02% -10,953 13F-HR/A Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,843 $226K 0.03% -1,537 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,836 $226K 0.05% +938 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,770 $225K 0.02% -2,534 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,723 $223K 0.05% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,629 $221K 0.13% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,566 $220K 0.13% +325 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,551 $219K 0.01% -914 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,509 $219K 0.17% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,437 $217K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,418 $216K <0.01% -1,726 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,410 $216K 0.1% -395 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,395 $216K <0.01% -1,147 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,362 $215K <0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,368 $215K 0.06% +411 13F-HR Timeline