Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,774 $305K 0.07% +953 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,774 $305K 0.21% -4,896 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,647 $298K 0.07% +1,883 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,641 $298K 0.02% +3,362 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,641 $298K 0.03% -416 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 5,622 $297K 0.33% 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,609 $296K 0.07% +824 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,562 $294K 0.12% -156 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,522 $291K 0.1% -1,861 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,459 $288K 0.04% +24 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,428 $286K 0.1% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,427 $286K 0.01% +464 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,371 $283K <0.01% +825 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,353 $282K 0.04% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,337 $282K 0.29% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,230 $276K 0.16% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,144 $271K 0.19% -775 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,100 $269K 0.11% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,009 $264K 0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,934 $260K <0.01% -971 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,825 $255K 0.11% +110 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,782 $252K 0.18% 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,750 $251K 0.22% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,743 $250K 0.09% +414 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,723 $249K 0.1% +225 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 4,687 $247K 0.24% 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,621 $244K 0.01% new 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,591 $242K 0.1% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,550 $240K 0.11% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,537 $239K 0.06% +36 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,521 $239K <0.01% -218 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,489 $237K 0.01% -219 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,485 $237K 0.17% +2 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,434 $234K 0.01% +4,209 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 4,385 $231K 0.2% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,384 $231K 0.08% new 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,327 $228K 0.23% +89 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,292 $226K 0.02% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,259 $225K 0.04% +100 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,212 $222K 0.02% new 13F-HR Timeline Group Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 4,149 $219K 0.17% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,122 $218K 0.03% +24 13F-HR Timeline Group Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,119 $217K 0.41% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,091 $216K 0.02% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,035 $213K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,034 $213K 0.02% +549 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,994 $211K 0.08% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 3,977 $210K 0.12% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,883 $205K 0.06% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,850 $203K 0.06% +9 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,800 $201K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3,731 $197K 0.02% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,729 $197K 0.06% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,594 $190K <0.01% +2,595 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,590 $189K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,375 $178K 0.15% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,335 $176K 0.15% +2,916 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,039 $160K <0.01% +3,034 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,992 $158K 0.01% -270 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,931 $155K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,930 $155K <0.01% -333 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,677 $141K 0.01% +672 13F-HR Timeline Trust Co More: the full row for Trust Co 2,295 $121K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,192 $116K 0.54% +810 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,100 $111K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,061 $109K <0.01% +1,000 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,935 $102K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,840 $97.1K 0.04% +274 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,651 $87.5K <0.01% -12 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,656 $87.4K 0.09% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,599 $84.4K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,447 $76.4K <0.01% +22 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,436 $75.8K 0.03% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,348 $71.2K 0.04% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,358 $71K 0.01% +1,348 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,201 $63.4K 0.03% +27 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,032 $54.5K 0.03% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,026 $54.1K 0.02% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,000 $52.8K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,000 $52K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 903 $47.7K <0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 850 $44.9K 0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 765 $40.4K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 683 $36.1K <0.01% new 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 677 $35.7K 0.01% +577 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 672 $35.5K 0.03% +138 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 600 $31.7K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 569 $30K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 530 $28K <0.01% -251 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 520 $27.4K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 512 $27K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 476 $25.1K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 471 $24.9K 0.01% -72 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 469 $24.7K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 440 $23.3K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 377 $19.9K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 375 $19.8K <0.01% -153 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 335 $17.7K 0.01% -28 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 307 $16.2K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 298 $15.7K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 287 $15.1K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 258 $13.6K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 222 $11.7K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 218 $11.5K <0.01% +5 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $10.6K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 199 $10.5K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 193 $10.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 191 $10.1K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 180 $9.5K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 169 $8.92K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 154 $8.13K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 149 $7.84K <0.01% -6,390 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 53 $7.81K <0.01% 0 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 144 $7.6K 0.01% 13F-HR Timeline Collier Financial More: the full row for Collier Financial 135 $7.12K 0.01% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 110 $5.8K <0.01% +99 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 103 $5.43K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 94 $4.96K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 94 $4.96K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 93 $4.91K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 92 $4.87K <0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 89 $4.7K <0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $4.38K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 70 $3.69K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 67 $3.52K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45 $2.38K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 44 $2.32K <0.01% -62 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 40 $2.11K <0.01% -33 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 36 $1.9K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 34 $1.79K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 26 $1.37K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $1.32K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18 $950 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 14 $739 <0.01% -58 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 12 $643 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $369 <0.01% new 13F-HR Timeline