Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,416 $362K 0.02% -175 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,396 $360K 0.01% -211 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,347 $355K 0.04% 0 13F-HR Timeline Atria Wealth Solutions, Inc. 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More: the full row for FAS Wealth Partners, Inc. 632 $67.1K 0.01% +9 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 613 $65K <0.01% +213 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 607 $64.5K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 584 $61.9K 0.05% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 552 $58.6K <0.01% -608 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 517 $54.8K <0.01% -646 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 516 $54.7K 0.01% -484 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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LLC 437 $46K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 400 $43.8K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 405 $42.9K 0.01% +136 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 404 $42.8K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 388 $41.1K 0.04% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 344 $36.5K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 300 $31.8K <0.01% -730 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 280 $29.7K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 280 $29.7K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 270 $28.6K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 266 $28.2K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 237 $25.2K <0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 233 $24.6K <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 226 $24K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 216 $22.9K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 208 $22.1K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 194 $20.6K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 174 $18.5K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 150 $15.9K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 141 $15K <0.01% +137 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 138 $14.6K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 137 $14.5K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $10.6K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $10.6K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 74 $7.85K <0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 68 $7.21K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 66 $7.04K <0.01% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 63 $6.67K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 61 $6.47K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $5.33K <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 10 $1.06K <0.01% -18 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 9 $954 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $849 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $276 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $213 <0.01% new 13F-HR Timeline