COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,359,357 $57.8M 0.07% -854,080 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,576,534 $31.6M 0.09% +164,116 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,157,731 $29.6M 4.72% +1,122,648 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,175,914 $28.9M 0.03% +1,667,680 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,036,354 $21M 0.43% -760,086 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,612,909 $18.1M 0.01% +119,293 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 2,170,009 $15M 9.97% +115,286 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,662,945 $11.5M 0.05% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,224,563 $9.05M 0.01% -11,386 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,235,252 $8.54M 0.02% -57,025 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,098,461 $7.59M 0.12% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,077,095 $7.44M <0.01% -27,592 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,007,665 $6.96M <0.01% -992,588 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 963,509 $6.66M 2.28% -2,260,297 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 902,687 $6.24M 0.15% +68,737 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 846,750 $5.85M 1.06% +16,841 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 673,404 $4.65M 0.08% -34,639 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 663,699 $4.59M <0.01% +135,173 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 589,246 $4.07M 0.03% +27,610 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 564,926 $3.9M 0.1% -25,255 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 556,188 $3.84M 0.4% -1,620 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 519,380 $3.59M 0.02% -168,224 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 494,313 $3.42M 0.04% +25,577 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 481,091 $3.32M <0.01% +70,065 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 474,501 $3.28M 0.59% +218,438 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 454,715 $3.14M 0.73% -1,615,987 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 440,163 $3.04M 0.07% +3,868 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 397,323 $2.75M <0.01% -1,818 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 369,705 $2.55M <0.01% +59,918 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 365,633 $2.53M 0.03% +14,193 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 350,973 $2.43M 0.31% -4,068 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 316,147 $2.18M 0.03% +305,303 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 313,587 $2.17M 0.28% -2,763 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 307,682 $2.13M 0.12% +6,766 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 287,788 $1.99M 1.35% +16,457 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 281,468 $1.94M 0.09% +19,555 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 262,843 $1.82M 0.03% +14,630 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 255,552 $1.77M 0.01% -27,879 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 247,429 $1.71M 0.01% +1,829 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 230,568 $1.59M <0.01% -2,470 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,247 $1.54M <0.01% -6,490 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 222,280 $1.54M 0.23% +40,293 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 179,889 $1.24M 0.01% +32,549 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 170,203 $1.18M <0.01% -21,272 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 168,719 $1.17M <0.01% +19,303 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 168,228 $1.16M 0.02% -21,600 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 163,084 $1.13M 0.01% new 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 157,364 $1.09M 0.26% +2,587 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 156,670 $1.08M 0.1% +23,800 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150,189 $1.04M 0.55% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 146,771 $1.01M 0.1% -1,715 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 146,018 $1.01M 0.02% +507 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 142,624 $986K 0.07% +31,923 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 140,262 $969K <0.01% +14,700 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 140,134 $968K <0.01% +97,454 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 139,166 $962K 0.01% +1,898 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 141,638 $958K 0.4% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 138,153 $955K 0.05% +23,726 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 136,771 $945K 0.05% -21,582 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 133,556 $923K 0.04% +4,275 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 131,596 $909K 0.01% +319 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 129,288 $893K 0.09% -8,017 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 127,006 $878K 0.09% -2,689 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 125,848 $870K 0.02% -2,220 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 124,304 $859K <0.01% +12,597 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 123,725 $855K 0.02% -1,450 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 122,802 $849K 0.02% +23,938 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 120,087 $830K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 119,570 $826K 0.07% +49,670 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 110,682 $765K 0.42% +28,496 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 107,713 $744K 0.05% -9,335 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 107,304 $741K 0.02% +407 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 101,532 $702K 0.05% -69,411 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 100,642 $695K 0.32% -2,390 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 97,451 $673K 0.29% +11,914 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 94,128 $650K <0.01% +4,941 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 93,525 $646K <0.01% +1,666 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 91,193 $630K 0.08% +3,978 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 89,551 $619K 0.18% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 88,034 $608K <0.01% -8,705 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 87,704 $606K 0.12% -818 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 86,607 $598K 0.02% +5,266 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 86,491 $598K 0.01% +796 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 84,317 $583K 0.01% -707 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 83,283 $575K 0.01% +8,709 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 82,675 $571K 0.01% -12,558 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 82,045 $567K 0.02% -7,352 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 80,086 $553K <0.01% +15,315 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 78,834 $545K 0.12% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 74,451 $514K 0.01% -167,630 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 73,569 $508K <0.01% -420 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 72,660 $502K 0.02% +400 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 71,693 $495K 0.03% -125,253 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 71,050 $491K 0.04% -21,662 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 73,359 $484K 0.08% -1,264 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for Steele Capital Management, Inc. 60,000 $415K 0.02% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 59,881 $414K 0.32% -19,841 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 59,091 $408K <0.01% +8,400 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 57,319 $396K 0.04% +2,255 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,209 $388K 0.01% -6,097 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,699 $385K 0.02% +7,350 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 55,338 $382K 0.02% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 54,382 $376K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 54,315 $375K <0.01% +4,188 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 53,395 $369K <0.01% -13,245 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 51,909 $359K 0.12% -2,130 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 50,840 $351K 0.08% -9,771 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,590 $350K <0.01% +894 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 50,033 $346K 0.01% +28,610 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 49,937 $345K 0.02% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 47,730 $330K 0.01% -8,441 13F-HR/A Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 47,698 $330K 0.1% -11,092 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 47,352 $327K <0.01% +16,671 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 45,650 $315K 0.1% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,069 $311K <0.01% new 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 44,518 $308K 0.08% -428 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,939 $297K 0.01% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 42,221 $292K 0.04% 0 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for Foundry Financial Group, Inc. 38,062 $263K 0.14% -1,244 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37,956 $262K 0.08% 0 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 37,657 $260K 0.02% -5,767 13F-HR Timeline Group Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 37,501 $259K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 36,238 $250K <0.01% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 36,032 $249K 0.04% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 35,453 $245K 0.03% +2,501 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 34,841 $241K 0.04% -5,286 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 34,652 $239K 0.03% -4,126 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 34,257 $237K 0.07% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 33,537 $232K 0.07% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,451 $231K 0.01% +7,000 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 33,132 $229K 0.13% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 33,117 $229K 0.06% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 32,426 $224K 0.1% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 30,576 $211K 0.01% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 30,538 $211K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,538 $211K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30,288 $209K 0.05% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 30,125 $208K 0.09% +15,958 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 29,974 $207K 0.02% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 29,448 $203K 0.13% +807 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29,398 $203K 0.06% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 28,936 $200K 0.01% +2,366 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 28,800 $199K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 28,710 $198K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,471 $197K 0.01% +780 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 27,731 $192K <0.01% -2,625 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 27,682 $191K 0.01% +770 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,293 $189K <0.01% +5,472 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,130 $187K 0.02% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 26,765 $185K 0.3% +733 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 26,720 $185K 0.06% -1,243 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 26,650 $184K 0.05% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 26,363 $182K <0.01% 0 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 26,142 $181K 0.1% -6,918 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,858 $179K <0.01% -5,369 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 25,686 $177K 0.04% +127 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 25,369 $175K 0.02% +15,000 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 25,292 $175K 0.06% +91 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 25,211 $174K 0.12% +3,698 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 24,918 $172K <0.01% -878 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 23,846 $165K 0.04% -24,832 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 23,825 $165K 0.02% -631 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23,120 $160K 0.06% +13,909 13F-HR Timeline Crossmark Global Holdings, Inc. 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