| 1 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
1,853,3651.9m
$90.0m |
$90.0m |
0.00% |
Added
+420.5k |
+420,462 |
| 2 |
Sendero Wealth Management, LLC
6.88% of their portfolio |
SAN ANTONIO, TX |
1,422,9841.4m
$69.1m |
$69.1m |
6.88% |
Reduced
-36.5k |
-36,516 |
| 3 |
MIDLAND WEALTH ADVISORS, LLC
3.20% of their portfolio |
EFFINGHAM, IL |
1,402,4791.4m
$68.1m |
$68.1m |
3.20% |
Added
+65.8k |
+65,779 |
| 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.07% of their portfolio |
PLYMOUTH, MN |
913,237913.2k
$44.1m |
$44.1m |
0.07% |
Added
+171.0k |
+171,004 |
| 5 |
Verdence Capital Advisors LLC
1.88% of their portfolio |
HUNT VALLEY, MD |
735,889735.9k
$35.7m |
$35.7m |
1.88% |
Added
+87 |
+87 |
| 6 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
701,148701.1k
$34.0m |
$34.0m |
0.01% |
Added
+139.5k |
+139,534 |
| 7 |
OSAIC HOLDINGS, INC.
0.04% of their portfolio |
SCOTTSDALE, AZ |
665,927665.9k
$32.3m |
$32.3m |
0.04% |
Added
+131.0k |
+130,959 |
| 8 |
Spider Management Company, LLC
7.91% of their portfolio |
RICHMOND, VA |
648,545648.5k
$31.5m |
$31.5m |
7.91% |
New |
|
| 9 |
CapWealth Advisors, LLC
2.04% of their portfolio |
FRANKLIN, TN |
611,336611.3k
$29.7m |
$29.7m |
2.04% |
New |
|
| 10 |
Janney Montgomery Scott LLC
0.05% of their portfolio |
PHILADELPHIA, PA |
548,463548.5k
$26.6m |
$26.6m |
0.05% |
Added
+9.5k |
+9,463 |
| 11 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
2.60% of their portfolio |
BERMUDA RUN, NC |
372,259372.3k
$18.1m |
$18.1m |
2.60% |
Reduced
-906 |
-906 |
| 12 |
NewEdge Advisors, LLC
0.03% of their portfolio |
NEW ORLEANS, LA |
207,758207.8k
$10.1m |
$10.1m |
0.03% |
Added
+59.4k |
+59,439 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
199,405199.4k
$9.7m |
$9.7m |
0.00% |
Added
+124.5k |
+124,524 |
| 14 |
AlphaCore Capital LLC
0.18% of their portfolio |
LA JOLLA, CA |
198,958199.0k
$9.7m |
$9.7m |
0.18% |
Added
+90.6k |
+90,554 |
| 15 |
First Command Advisory Services, Inc.
0.04% of their portfolio |
FORT WORTH, TX |
146,016146.0k
$7.1m |
$7.1m |
0.04% |
Added
+120.5k |
+120,498 |
| 16 |
Quadcap Wealth Management, LLC
0.49% of their portfolio |
Frisco, TX |
104,111104.1k
$5.1m |
$5.1m |
0.49% |
Added
+4.3k |
+4,291 |
| 17 |
HARBOR INVESTMENT ADVISORY, LLC
0.34% of their portfolio |
LUTHERVILLE, MD |
101,445101.4k
$4.9m |
$4.9m |
0.34% |
Added
+6.6k |
+6,583 |
| 18 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
92,90092.9k
$4.5m |
$4.5m |
0.00% |
New |
|
| 19 |
ANCHOR CAPITAL ADVISORS LLC
0.11% of their portfolio |
Boston, MA |
77,99178.0k
$3.8m |
$3.8m |
0.11% |
Reduced
-1.3k |
-1,335 |
| 20 |
Apollon Wealth Management, LLC
0.04% of their portfolio |
MOUNT PLEASANT, SC |
74,85874.9k
$3.6m |
$3.6m |
0.04% |
Reduced
-4.7k |
-4,676 |
| 21 |
Financial Security Advisor, Inc.
0.59% of their portfolio |
VIRGINIA BEACH, VA |
74,12774.1k
$3.6m |
$3.6m |
0.59% |
Added
+11.1k |
+11,070 |
| 22 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
63,23263.2k
$3.1m |
$3.1m |
0.00% |
Added
+9.5k |
+9,457 |
| 23 |
SFG Wealth Management, LLC.
0.99% of their portfolio |
TOWSON, MD |
56,56956.6k
$2.7m |
$2.7m |
0.99% |
Added
+2.6k |
+2,594 |
| 24 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
54,89654.9k
$2.7m |
$2.7m |
0.00% |
Reduced
-67.4k |
-67,442 |
| 25 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
54,70654.7k
$2.7m |
$2.7m |
0.01% |
Added
+34.3k |
+34,285 |
| 26 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
54,24354.2k
$2.6m |
$2.6m |
0.01% |
Added
+30.0k |
+30,036 |
| 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.12% of their portfolio |
CEDAR RAPIDS, IA |
52,45052.5k
$2.5m |
$2.5m |
0.12% |
Added
+3.5k |
+3,500 |
| 28 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
51,25051.2k
$2.5m |
$2.5m |
0.00% |
New |
|
| 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
50,80250.8k
$2.5m |
$2.5m |
0.00% |
New |
|
| 30 |
Magnolia Private Wealth, LLC
1.14% of their portfolio |
PHILADELPHIA, PA |
42,72742.7k
$2.1m |
$2.1m |
1.14% |
Added
+23.8k |
+23,822 |
| 31 |
Maia Wealth LLC
0.28% of their portfolio |
DENVER, CO |
39,11839.1k
$1.9m |
$1.9m |
0.28% |
Added
+5.7k |
+5,681 |
| 32 |
Hilton Head Capital Partners, LLC
0.90% of their portfolio |
HILTON HEAD ISLAND, SC |
36,89036.9k
$1.8m |
$1.8m |
0.90% |
New |
|
| 33 |
Gladstone Institutional Advisory LLC
0.05% of their portfolio |
Bedminster, NJ |
33,19633.2k
$1.6m |
$1.6m |
0.05% |
Added
+7.8k |
+7,843 |
| 34 |
Circle Wealth Management, LLC
0.02% of their portfolio |
SUMMIT, NJ |
32,63332.6k
$1.6m |
$1.6m |
0.02% |
Added
+17.0k |
+16,962 |
| 35 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
29,68029.7k
$1.4m |
$1.4m |
0.00% |
New |
|
| 36 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
27,32827.3k
$1.3m |
$1.3m |
0.00% |
Reduced
-27 |
-27 |
| 37 |
TWIN FOCUS CAPITAL PARTNERS, LLC
0.13% of their portfolio |
Boston, MA |
27,00027.0k
$1.3m |
$1.3m |
0.13% |
Unchanged |
|
| 38 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
24,56924.6k
$1.2m |
$1.2m |
0.01% |
Reduced
-540 |
-540 |
| 39 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
21,35221.4k
$1.0m |
$1.0m |
0.01% |
Added
+4.2k |
+4,227 |
| 40 |
CARY STREET PARTNERS FINANCIAL LLC
0.02% of their portfolio |
RICHMOND, VA |
21,16021.2k
$1.0m |
$1.0m |
0.02% |
New |
|
| 41 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
18,44718.4k
$895.6k |
$895.6k |
0.00% |
New |
|
| 42 |
Crusonia Wealth Advisors LLC
0.13% of their portfolio |
DENVER, CO |
15,92215.9k
$773.0k |
$773.0k |
0.13% |
Added
+5.1k |
+5,074 |
| 43 |
WEST MICHIGAN ADVISORS, LLC
0.12% of their portfolio |
HOLLAND, MI |
13,42213.4k
$651.6k |
$651.6k |
0.12% |
Added
+2.4k |
+2,433 |
| 44 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.04% of their portfolio |
ORLANDO, FL |
12,90012.9k
$616.7k |
$616.7k |
0.04% |
Unchanged |
|
| 45 |
Signature Equity Partners, LLC
0.26% of their portfolio |
COLUMBUS, OH |
11,81911.8k
$573.8k |
$573.8k |
0.26% |
Reduced
-15.0k |
-14,995 |
| 46 |
Philip James Wealth Mangement, LLC
0.05% of their portfolio |
MILTON, GA |
9,6799.7k
$469.9k |
$469.9k |
0.05% |
Added
+114 |
+114 |
| 47 |
SouthState Bank Corp
0.02% of their portfolio |
Winter Haven, FL |
9,5709.6k
$464.6k |
$464.6k |
0.02% |
Added
+4.0k |
+4,016 |
| 48 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
9,0189.0k
$437.8k |
$437.8k |
0.00% |
Reduced
-1.7k |
-1,674 |
| 49 |
Whipplewood Advisors, LLC
0.27% of their portfolio |
LITTLETON, CO |
8,2628.3k
$401.1k |
$401.1k |
0.27% |
Reduced
-7.9k |
-7,868 |
| 50 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.04% of their portfolio |
CONCORD, MA |
8,0348.0k
$390.1k |
$390.1k |
0.04% |
Added
+3.7k |
+3,692 |
| 51 |
Fiduciary Trust Co
0.00% of their portfolio |
Boston, MA |
7,8297.8k
$380.1k |
$380.1k |
0.00% |
Reduced
-297 |
-297 |
| 52 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
7,5567.6k
$366.9k |
$366.9k |
0.00% |
Added
+22 |
+22 |
| 53 |
TWO SIGMA SECURITIES, LLC
0.03% of their portfolio |
NEW YORK, NY |
7,0637.1k
$342.9k |
$342.9k |
0.03% |
New |
|
| 54 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,8456.8k
$331.9k |
$331.9k |
0.00% |
Added
+1.3k |
+1,256 |
| 55 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
6,6766.7k
$324.1k |
$324.1k |
0.00% |
Added
+230 |
+230 |
| 56 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
6,6746.7k
$324.0k |
$324.0k |
0.00% |
New |
|
| 57 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
6,2806.3k
$304.9k |
$304.9k |
0.00% |
Added
+2.1k |
+2,090 |
| 58 |
Centurion Wealth Management LLC
0.07% of their portfolio |
Mclean, VA |
6,1756.2k
$299.8k |
$299.8k |
0.07% |
Reduced
-2.4k |
-2,384 |
| 59 |
Worth Asset Management, LLC
0.09% of their portfolio |
DALLAS, TX |
6,0076.0k
$291.6k |
$291.6k |
0.09% |
Reduced
-197 |
-197 |
| 60 |
Principia Wealth Advisory, LLC
0.14% of their portfolio |
DALLAS, TX |
5,9255.9k
$287.7k |
$287.7k |
0.14% |
Added
+1.5k |
+1,490 |
| 61 |
MONECO ADVISORS, LLC
0.02% of their portfolio |
FAIRFIELD, CT |
5,5965.6k
$271.7k |
$271.7k |
0.02% |
New |
|
| 62 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.02% of their portfolio |
ALAMO, CA |
4,6594.7k
$226.2k |
$226.2k |
0.02% |
Added
+291 |
+291 |
| 63 |
BigSur Wealth Management LLC
0.05% of their portfolio |
MIAMI, FL |
4,6504.7k
$225.8k |
$225.8k |
0.05% |
New |
|
| 64 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
4,5004.5k
$218.5k |
$218.5k |
0.00% |
New |
|
| 65 |
Argos Wealth Advisors, LLC
0.06% of their portfolio |
SACRAMENTO, CA |
4,4434.4k
$215.7k |
$215.7k |
0.06% |
New |
|
| 66 |
Monument Capital Management
0.04% of their portfolio |
ALEXANDRIA, VA |
4,3984.4k
$213.5k |
$213.5k |
0.04% |
New |
|
| 67 |
BROWN ADVISORY INC
0.00% of their portfolio |
BALTIMORE, MD |
4,1804.2k
$202.9k |
$202.9k |
0.00% |
New |
|
| 68 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
2,0002.0k
$97.1k |
$97.1k |
0.00% |
Added
+1.0k |
+1,000 |
| 69 |
Avalon Trust Co
0.00% of their portfolio |
SANTA FE, NM |
1,0001.0k
$48.5k |
$48.5k |
0.00% |
Unchanged |
|
| 70 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
689689
$33.5k |
$33.5k |
0.00% |
New |
|
| 71 |
REGIONS FINANCIAL CORP
0.00% of their portfolio |
BIRMINGHAM, AL |
493493
$24 |
$24 |
0.00% |
Added
+19 |
+19 |
| 72 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
310310
$15.1k |
$15.1k |
0.00% |
New |
|
| 73 |
HIGHLINE WEALTH PARTNERS LLC
0.00% of their portfolio |
SHERMAN OAKS, CA |
264264
$12.8k |
$12.8k |
0.00% |
New |
|
| 74 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
240240
$11.7k |
$11.7k |
0.00% |
Reduced
-400 |
-400 |
| 75 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
200200
$9.7k |
$9.7k |
0.00% |
Unchanged |
|
| 76 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
117117
$5.6k |
$5.6k |
0.00% |
New |
|
| 77 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
102102
$5.0k |
$5.0k |
0.00% |
New |
|
| 78 |
MARSHALL INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
LITTLETON, CO |
100100
$4.9k |
$4.9k |
0.00% |
Unchanged |
|
| 79 |
Tradewinds Capital Management, LLC
0.00% of their portfolio |
BELLINGHAM, WA |
9898
$4.8k |
$4.8k |
0.00% |
Unchanged |
|
| 80 |
IAG Wealth Partners, LLC
0.00% of their portfolio |
WAUKESHA, WI |
8585
$4.1k |
$4.1k |
0.00% |
Unchanged |
|
| 81 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
8282
$4.0k |
$4.0k |
0.00% |
New |
|