Creative Planning in group Creative Planning More: the full row for Creative Planning 2,008,095 $125M 0.11% -211,179 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 744,468 $46.2M <0.01% -11,920 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 627,138 $38.9M 4.15% +12,101 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 315,355 $19.6M 0.03% +263 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 258,021 $16M <0.01% +19,717 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 209,004 $13M <0.01% -8,325 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 208,144 $12.9M <0.01% +6,663 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 194,041 $12M 0.27% +9,017 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 188,605 $11.7M 0.31% +113,822 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 164,766 $10.2M 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 110,784 $6.87M 0.12% -9,177 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 109,714 $6.8M 0.18% +10,088 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 102,289 $6.35M <0.01% -38,146 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 100,554 $6.24M 0.38% -8,767 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 90,964 $5.64M 0.53% +1,375 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 83,731 $5.19M 0.5% -46,853 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 77,657 $4.82M 3.72% +7,822 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 71,026 $4.41M 1% -370 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,450 $4.37M 0.01% +5,212 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 62,673 $3.89M 0.37% -1,420 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,544 $3.88M 0.27% +1,179 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 58,765 $3.65M 1.66% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 58,700 $3.64M 0.16% +3,810 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 55,082 $3.42M 0.91% -1,367 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 54,158 $3.36M 0.05% +3,255 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 50,941 $3.16M 0.01% +510 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 49,483 $3.07M 0.29% -11,832 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 49,262 $3.06M 0.03% -3,383 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 45,946 $2.85M 0.01% +1,828 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 45,226 $2.81M 0.65% +2,026 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,842 $2.66M <0.01% +2,958 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 42,561 $2.64M 0.19% -88 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,557 $2.64M 0.02% +389 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 40,103 $2.49M 0.92% +3,438 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 39,101 $2.43M 0.45% -364 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,251 $2.31M <0.01% -9,413 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 36,654 $2.3M 0.48% +1,817 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,947 $2.29M 0.02% +6,989 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,229 $2.19M 0.07% +192 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 34,929 $2.17M <0.01% +4,309 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,052 $2.11M <0.01% +6,080 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 33,645 $2.09M 0.25% +8,600 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 32,174 $2M 0.02% -1,340 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,669 $1.96M 1.05% -3,621 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 30,569 $1.94M 1.79% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,502 $1.58M 0.12% +2,433 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 25,425 $1.57M 0.1% +11,962 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,130 $1.5M <0.01% -6,249 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 24,116 $1.5M 0.58% -2,084 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 23,688 $1.47M 0.58% +778 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 22,303 $1.38M 0.16% +5,369 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,682 $1.34M <0.01% -691 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 21,600 $1.34M 0.28% -15,397 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,765 $1.22M <0.01% +991 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 18,971 $1.18M 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,412 $1.14M 0.04% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,275 $1.13M 0.01% +2,386 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,085 $1.12M <0.01% -1,948 13F-HR/A Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 17,965 $1.11M 0.95% +554 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,640 $1.1M 0.02% -1,061 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,833 $1.04M 0.1% +3,997 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,843 $983K 0.08% -156 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,720 $851K 0.03% -476 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,530 $839K 0.5% -1,400 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,230 $821K 0.05% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,680 $787K 0.02% -348 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,472 $774K <0.01% +858 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,041 $747K 0.02% -285 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,932 $740K <0.01% -19,145 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,382 $706K 0.01% -713 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,836 $672K 0.03% +163 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,665 $662K 0.24% -35 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,084 $626K 0.33% -112 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,746 $605K <0.01% -28,642 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,653 $599K +3,361 Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,518 $528K 0.03% +82 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,321 $516K 0.01% +374 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,017 $497K <0.01% -1,879 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,932 $492K <0.01% +110 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,918 $491K <0.01% +391 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,555 $469K 0.12% -705 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,448 $462K <0.01% +558 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,400 $459K 0.15% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,984 $433K <0.01% +1,137 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,832 $424K 0.01% -7,258 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,827 $423K 0.06% +265 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,309 $391K 0.01% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,132 $380K 0.18% +191 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,000 $372K 0.3% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,901 $369K 0.07% -6,570 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 5,743 $356K 0.18% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,629 $349K 0.01% +78 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,605 $348K 0.01% -1,717 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,528 $343K <0.01% -238 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,471 $339K 0.01% +136 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,363 $332K 0.02% -2,219 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,272 $327K <0.01% +176 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,916 $305K 0.23% +51 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,810 $298K 0.02% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,570 $283K <0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,539 $282K <0.01% -139 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,344 $269K <0.01% -567 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,292 $265K <0.01% -8,920 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 4,074 $253K 0.18% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,065 $252K <0.01% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,024 $250K <0.01% -3,859 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,000 $248K 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,876 $243K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,538 $230K 0.11% -909 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,590 $223K 0.01% -16 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,439 $213K 0.01% -1,700 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,387 $210K 0.08% -1,959 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,365 $209K 0.01% -277 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,305 $205K 0.02% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,260 $202K 0.02% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,235 $201K 0.1% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,231 $200K 0.06% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,147 $133K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,992 $124K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,521 $94.3K <0.01% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,505 $93.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,380 $85.6K <0.01% +76 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,314 $81.5K <0.01% -840 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,203 $74.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,180 $73.2K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,072 $66.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,045 $64.8K <0.01% +11 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 960 $59.6K <0.01% -11 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 836 $51.9K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 801 $49.7K <0.01% -201 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 795 $49.3K <0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 703 $43K 0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 653 $40.5K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 561 $34.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 549 $34.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 524 $32.5K <0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 520 $32.3K 0.02% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 460 $28.5K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 450 $27.9K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 425 $26K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 318 $19.7K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 292 $18.1K <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 282 $17.5K <0.01% +3 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 224 $13.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 189 $11.7K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $11.6K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 173 $10.7K <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 151 $9.38K 0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 129 $8K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 105 $5.93K 0.07% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 85 $5.27K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 82 $5.09K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 73 $4.53K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 54 $3.35K <0.01% -9 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 45 $2.79K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29 $1.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1.24K <0.01% -583 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $1.18K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $992 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $992 <0.01% -15 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10 $620 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $124 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.