Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,222 $680K 0.23% -491 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,123 $674K 0.01% -260 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,104 $673K <0.01% +44 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,849 $656K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,795 $652K 0.04% -2,279 13F-HR Timeline MOTCO More: the full row for MOTCO 9,757 $650K 0.06% +237 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,672 $644K <0.01% +6,455 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,620 $641K 0.04% -400 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 9,563 $637K 0.47% +68 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,545 $636K 0.01% -195 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,539 $635K <0.01% -1,051 13F-HR/A Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 9,401 $626K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,400 $626K 0.04% +1,170 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,368 $624K 0.29% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,227 $615K 0.09% -38 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,199 $613K <0.01% -131 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 9,157 $610K 0.37% -7,634 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,136 $608K 0.01% +582 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 9,061 $603K 0.25% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,024 $601K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,935 $595K 0.01% -221 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,871 $591K 0.01% +742 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 8,786 $585K 0.22% new 13F-HR/A Timeline Fairlight Advisors More: the full row for Fairlight Advisors 8,754 $583K 0.48% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,726 $581K 0.11% +24 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,676 $578K <0.01% +378 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,647 $576K <0.01% +5,615 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,640 $575K 0.02% +94 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,545 $569K <0.01% +740 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,397 $559K 0.01% -5,470 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 8,315 $554K 0.31% +255 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,227 $548K 0.04% +3,597 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,054 $536K 0.02% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,904 $526K 0.14% -449 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 7,876 $525K 0.22% +2,066 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,805 $520K <0.01% -333 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,669 $511K 0.02% +278 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,626 $508K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,597 $506K 0.01% +895 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 7,411 $494K 0.02% +411 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,394 $492K 0.13% +81 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,390 $492K 0.01% +1,000 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,390 $492K 0.19% +3,042 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,085 $472K 0.01% +1,136 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,083 $472K <0.01% +1,235 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,072 $471K 0.02% +1,849 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 6,946 $463K 0.51% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,743 $449K 0.01% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,692 $446K 0.01% -1,294 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,677 $445K 0.02% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 6,644 $442K 0.1% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,599 $439K 0.13% +32 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 6,435 $429K 0.03% +369 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,333 $422K 0.03% +723 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,225 $415K <0.01% -7,437 13F-HR Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,224 $415K 0.11% -923 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,828 $388K <0.01% +4,831 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,696 $381K 0.16% +499 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,700 $380K 0.02% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,677 $378K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,456 $363K <0.01% +547 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,384 $359K <0.01% +507 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,346 $356K 0.02% +1,496 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,281 $352K <0.01% +300 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,218 $348K 0.04% +1,979 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 5,152 $343K 0.02% -366 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,150 $343K 0.09% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,077 $338K 0.01% +132 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,051 $336K 0.02% -737 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,935 $329K 0.03% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,907 $327K 0.23% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,830 $322K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,823 $321K <0.01% -22,831 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,744 $316K 0.01% +678 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,740 $316K 0.11% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 4,673 $311K 0.12% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,626 $308K 0.19% +1,690 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,530 $302K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,522 $301K 0.02% +190 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,474 $298K 0.08% +397 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,321 $288K 0.06% +82 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,309 $287K <0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,293 $286K <0.01% +302 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,289 $286K <0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,278 $285K 0.04% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,267 $284K 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,235 $282K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,203 $280K 0.02% -60 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,123 $275K 0.06% 0 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,078 $272K 0.36% +51 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,960 $264K <0.01% -487 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,883 $263K 0.09% +2,023 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,882 $259K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,874 $258K <0.01% -2,172 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,863 $257K <0.01% +779 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,859 $257K <0.01% +37 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,851 $256K <0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,820 $254K <0.01% -369 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,811 $254K <0.01% -151 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,791 $252K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,789 $252K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,778 $252K <0.01% +37 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,699 $246K 0.09% -557 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,675 $245K 0.01% new 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,573 $238K <0.01% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 1,973 $238K 0.16% -2,381 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,565 $237K 0.04% -748 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 3,527 $235K 0.05% +821 13F-HR Timeline Collier Financial More: the full row for Collier Financial 3,471 $231K 0.16% +126 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,422 $228K <0.01% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 3,344 $223K 0.09% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,298 $220K 0.02% +57 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,285 $219K <0.01% -475 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,252 $217K 0.01% -53 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,245 $216K 0.01% +43 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,234 $215K 0.01% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,230 $215K 0.02% -125 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 3,222 $215K 0.08% +130 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,222 $215K 0.07% +480 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,221 $215K 0.03% -1,455 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,200 $213K 0.05% +134 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,117 $208K 0.01% +29 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,061 $204K 0.02% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,037 $202K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,993 $199K <0.01% +1,985 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,945 $191K <0.01% 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 2,853 $190K 0.08% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,826 $188K <0.01% +104 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,716 $182K <0.01% +520 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,637 $176K 0.01% -27 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,538 $169K <0.01% +2,208 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,510 $167K <0.01% +125 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2,231 $149K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,144 $144K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,943 $129K 0.02% +41 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,874 $125K 0.02% -77 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,796 $120K 0.01% -85 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,784 $119K 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,680 $112K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,633 $109K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,545 $103K 0.02% -124 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,517 $101K +20 Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,432 $95.4K 0.07% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,424 $94.8K <0.01% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,400 $93K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,313 $87.4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,301 $86.6K <0.01% -491 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,300 $86.6K <0.01% +250 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,286 $85.6K <0.01% -500 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,252 $83.7K 0.03% +949 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,200 $80.6K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $71.3K <0.01% -79 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 1,016 $67.7K 0.02% new 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 954 $63.5K 0.06% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 946 $63K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 940 $62.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 915 $60.9K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 818 $54.5K 0.01% +2 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 787 $52.4K 0.01% +93 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 776 $51.7K 0.05% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 748 $49.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 708 $47.2K <0.01% -208 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 680 $45.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 643 $42.8K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 599 $39.9K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. 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WEALTH MANAGEMENT LLC 420 $28K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 412 $27.4K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 411 $27.3K 0.01% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 395 $26.3K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. 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