| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,559,4111.6m
$88.7m |
$88.7m |
0.01% |
Added
+191.2k |
+191,238 |
| 2 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
1,014,4621.0m
$57.7m |
$57.7m |
0.02% |
Added
+39.9k |
+39,904 |
| 3 |
Gradient Investments LLC
0.44% of their portfolio |
ARDEN HILLS, MN |
489,567489.6k
$27.9m |
$27.9m |
0.44% |
Added
+62.6k |
+62,622 |
| 4 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
433,729433.7k
$24.7m |
$24.7m |
0.00% |
Reduced
-43.2k |
-43,187 |
| 5 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
179,023179.0k
$10.2m |
$10.2m |
0.01% |
Added
+27.0k |
+26,975 |
| 6 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
153,619153.6k
$8.7m |
$8.7m |
0.01% |
Added
+8.6k |
+8,601 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
139,805139.8k
$8.0m |
$8.0m |
0.00% |
Reduced
-10.7k |
-10,676 |
| 8 |
THRYVE WEALTH MANAGEMENT LLC
3.76% of their portfolio |
IRVING, TX |
133,614133.6k
$7.6m |
$7.6m |
3.76% |
First filing |
|
| 9 |
Carter Financial Group, INC.
4.38% of their portfolio |
BARRINGTON, IL |
129,640129.6k
$7.4m |
$7.4m |
4.38% |
Added
+2.4k |
+2,406 |
| 10 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
122,134122.1k
$6.9m |
$6.9m |
0.00% |
Added
+2.5k |
+2,493 |
| 11 |
Columbus Macro, LLC
0.58% of their portfolio |
NEW CASTLE, PA |
93,44293.4k
$5.3m |
$5.3m |
0.58% |
Added
+6.4k |
+6,361 |
| 12 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
92,63592.6k
$5.3m |
$5.3m |
0.01% |
Added
+3.2k |
+3,171 |
| 13 |
GERBER, LLC
2.85% of their portfolio |
COLUMBUS, OH |
89,71389.7k
$5.1m |
$5.1m |
2.85% |
Added
+130 |
+130 |
| 14 |
LEAVELL INVESTMENT MANAGEMENT, INC.
0.20% of their portfolio |
MOBILE, AL |
84,83084.8k
$4.8m |
$4.8m |
0.20% |
Added
+33.5k |
+33,473 |
| 15 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
83,85383.9k
$4.8m |
$4.8m |
0.01% |
Added
+2.7k |
+2,735 |
| 16 |
NWAM LLC
0.25% of their portfolio |
MERCER ISLAND, WA |
80,00480.0k
$4.6m |
$4.6m |
0.25% |
Reduced
-876 |
-876 |
| 17 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
79,80279.8k
$4.5m |
$4.5m |
0.01% |
Reduced
-15.4k |
-15,371 |
| 18 |
Riggs Asset Managment Co. Inc.
0.90% of their portfolio |
DALLAS, PA |
78,62778.6k
$4.5m |
$4.5m |
0.90% |
Reduced
-8.9k |
-8,854 |
| 19 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
77,57677.6k
$4.4m |
$4.4m |
0.00% |
Added
+58.6k |
+58,566 |
| 20 |
Eagle Strategies LLC
0.56% of their portfolio |
NEW YORK, NY |
77,34977.3k
$4.4m |
$4.4m |
0.56% |
Added
+5.9k |
+5,886 |
| 21 |
Mattson Financial Services, LLC
1.02% of their portfolio |
KENTWOOD, MI |
76,75576.8k
$4.4m |
$4.4m |
1.02% |
Added
+7.1k |
+7,059 |
| 22 |
Orion Porfolio Solutions, LLC
0.03% of their portfolio |
OMAHA, NE |
73,25973.3k
$4.2m |
$4.2m |
0.03% |
Added
+2.4k |
+2,403 |
| 23 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
69,87169.9k
$4.0m |
$4.0m |
0.01% |
Reduced
-11.5k |
-11,506 |
| 24 |
Bridgelight Financial Advisors, Inc.
3.31% of their portfolio |
SHELTON, CT |
68,27768.3k
$3.9m |
$3.9m |
3.31% |
First filing |
|
| 25 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
67,89867.9k
$3.9m |
$3.9m |
0.00% |
Added
+10.7k |
+10,709 |
| 26 |
Oasis Advisors, LLC
1.86% of their portfolio |
FOREST CITY, IA |
61,65761.7k
$3.5m |
$3.5m |
1.86% |
First filing |
|
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
59,25759.3k
$3.4m |
$3.4m |
0.00% |
Added
+34.0k |
+33,973 |
| 28 |
Foundations Investment Advisors, LLC
0.04% of their portfolio |
PHOENIX, AZ |
55,00155.0k
$3.1m |
$3.1m |
0.04% |
Reduced
-34.3k |
-34,334 |
| 29 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
54,71854.7k
$3.1m |
$3.1m |
0.01% |
Reduced
-624 |
-624 |
| 30 |
PW ADVISORS, LLC \ FL
2.37% of their portfolio |
TALLAHASSEE, FL |
51,91751.9k
$3.0m |
$3.0m |
2.37% |
First filing |
|
| 31 |
Wealthfront Advisers LLC
0.01% of their portfolio |
Palo Alto, CA |
50,53250.5k
$2.9m |
$2.9m |
0.01% |
Reduced
-765 |
-765 |
| 32 |
SEI INVESTMENTS CO
0.00% of their portfolio |
OAKS, PA |
47,28147.3k
$2.7m |
$2.7m |
0.00% |
Unchanged |
|
| 33 |
WMG Financial Advisors, LLC
1.10% of their portfolio |
Knoxville, TN |
46,98047.0k
$2.7m |
$2.7m |
1.10% |
Added
+16.9k |
+16,895 |
| 34 |
Merit Financial Group, LLC
0.02% of their portfolio |
ALPHARETTA, GA |
46,46046.5k
$2.6m |
$2.6m |
0.02% |
Reduced
-5.0k |
-4,953 |
| 35 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
44,36344.4k
$2.5m |
$2.5m |
0.01% |
New |
|
| 36 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
40,08540.1k
$2.3m |
$2.3m |
0.00% |
Added
+10.1k |
+10,128 |
| 37 |
Brookstone Capital Management
0.02% of their portfolio |
WHEATON, IL |
37,94937.9k
$2.2m |
$2.2m |
0.02% |
Added
+8.4k |
+8,417 |
| 38 |
CX Institutional
0.06% of their portfolio |
AUBURN, IN |
33,04133.0k
$1.9m |
$1.9m |
0.06% |
Added
+977 |
+977 |
| 39 |
Quattro Advisors LLC
1.44% of their portfolio |
PITTSBURGH, PA |
31,68631.7k
$1.8m |
$1.8m |
1.44% |
First filing |
|
| 40 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
30,43830.4k
$1.9m |
$1.9m |
0.00% |
Added
+109 |
+109 |
| 41 |
Strategic Wealth Investment Group, LLC
0.21% of their portfolio |
LOUISVILLE, KY |
30,12130.1k
$1.7m |
$1.7m |
0.21% |
Reduced
-14.3k |
-14,307 |
| 42 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
28,36928.4k
$1.6m |
$1.6m |
0.01% |
Added
+8.5k |
+8,512 |
| 43 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
27,90227.9k
$1.6m |
$1.6m |
0.00% |
Reduced
-1.3k |
-1,341 |
| 44 |
IFP Advisors, Inc
0.04% of their portfolio |
TAMPA, FL |
27,46827.5k
$1.6m |
$1.6m |
0.04% |
Added
+2.8k |
+2,838 |
| 45 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
26,32926.3k
$1.5m |
$1.5m |
0.00% |
Reduced
-137.7k |
-137,695 |
| 46 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
25,30025.3k
$1.4m |
$1.4m |
0.00% |
Added
+35 |
+35 |
| 47 |
NTV Asset Management LLC
0.15% of their portfolio |
Charleston, WV |
25,27125.3k
$1.4m |
$1.4m |
0.15% |
Unchanged |
|
| 48 |
Western Wealth Management, LLC
0.07% of their portfolio |
GOLDEN, CO |
25,05025.1k
$1.4m |
$1.4m |
0.07% |
Added
+929 |
+929 |
| 49 |
Sovran Advisors, LLC
0.13% of their portfolio |
SAN DIEGO, CA |
24,57724.6k
$1.6m |
$1.6m |
0.13% |
Added
+3.3k |
+3,297 |
| 50 |
Tidal Investments LLC
0.01% of their portfolio |
Milwaukee, WI |
24,42824.4k
$1.4m |
$1.4m |
0.01% |
Reduced
-30.2k |
-30,223 |
| 51 |
Vise Technologies, Inc.
0.03% of their portfolio |
NEW YORK, NY |
23,96324.0k
$1.4m |
$1.4m |
0.03% |
Added
+1.7k |
+1,744 |
| 52 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
23,01823.0k
$1.3m |
$1.3m |
0.00% |
Added
+553 |
+553 |
| 53 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
22,45522.5k
$1.3m |
$1.3m |
0.00% |
Reduced
-7.7k |
-7,708 |
| 54 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
21,69121.7k
$1.2m |
$1.2m |
0.00% |
Reduced
-980 |
-980 |
| 55 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
20,71820.7k
$1.2m |
$1.2m |
0.00% |
Added
+1.5k |
+1,549 |
| 56 |
Dynamic Advisor Solutions LLC
0.04% of their portfolio |
PHOENIX, AZ |
19,35719.4k
$1.1m |
$1.1m |
0.04% |
Added
+8.1k |
+8,136 |
| 57 |
Kaizen Financial Strategies
0.48% of their portfolio |
CAMPBELL, CA |
19,23019.2k
$1.1m |
$1.1m |
0.48% |
Reduced
-600 |
-600 |
| 58 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
19,19919.2k
$1.1m |
$1.1m |
0.01% |
Added
+671 |
+671 |
| 59 |
CLG LLC
0.27% of their portfolio |
Long Beach, CA |
19,19719.2k
$1.1m |
$1.1m |
0.27% |
Reduced
-12.6k |
-12,627 |
| 60 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
18,58918.6k
$1.1m |
$1.1m |
0.00% |
Reduced
-7.8k |
-7,763 |
| 61 |
U.S. Capital Wealth Advisors, LLC
0.03% of their portfolio |
AUSTIN, TX |
17,99018.0k
$1.0m |
$1.0m |
0.03% |
Reduced
-3.6k |
-3,631 |
| 62 |
MATAURO, LLC
0.15% of their portfolio |
NEW YORK, NY |
17,17217.2k
$976.9k |
$976.9k |
0.15% |
Reduced
-3.6k |
-3,553 |
| 63 |
Moran Wealth Management, LLC
0.03% of their portfolio |
NAPLES, FL |
17,12417.1k
$974.2k |
$974.2k |
0.03% |
Added
+3.5k |
+3,535 |
| 64 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
16,66816.7k
$948.3k |
$948.3k |
0.01% |
Added
+995 |
+995 |
| 65 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
16,54016.5k
$941.0k |
$941.0k |
0.00% |
Added
+10.7k |
+10,680 |
| 66 |
RENAISSANCE TECHNOLOGIES LLC
0.00% of their portfolio |
NEW YORK, NY |
16,40016.4k
$933.0k |
$933.0k |
0.00% |
Reduced
-13.4k |
-13,400 |
| 67 |
Traction Financial Partners, LLC
0.55% of their portfolio |
LITTLETON, CO |
16,16616.2k
$919.7k |
$919.7k |
0.55% |
Added
+1.3k |
+1,339 |
| 68 |
StoneX Group Inc.
0.04% of their portfolio |
NEW YORK, NY |
15,12715.1k
$860.6k |
$860.6k |
0.04% |
Reduced
-175 |
-175 |
| 69 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
15,02615.0k
$858.1k |
$858.1k |
0.00% |
Added
+7.6k |
+7,559 |
| 70 |
Arax Advisory Partners
0.02% of their portfolio |
NEW YORK, NY |
14,61014.6k
$812.3k |
$812.3k |
0.02% |
New |
|
| 71 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
14,30914.3k
$814.1k |
$814.1k |
0.00% |
Added
+2.8k |
+2,785 |
| 72 |
WCG Wealth Advisors LLC
0.02% of their portfolio |
LAS VEGAS, NV |
13,71613.7k
$780.3k |
$780.3k |
0.02% |
New |
|
| 73 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
13,33613.3k
$758.7k |
$758.7k |
0.01% |
Added
+2.4k |
+2,406 |
| 74 |
VestGen Advisors, LLC
0.03% of their portfolio |
CHICAGO, IL |
13,16813.2k
$749.2k |
$749.2k |
0.03% |
New |
|
| 75 |
Cedrus Wealth Group LLC
0.69% of their portfolio |
ANDOVER, MN |
13,10113.1k
$745.3k |
$745.3k |
0.69% |
First filing |
|
| 76 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
12,69712.7k
$722.3k |
$722.3k |
0.00% |
Reduced
-23.5k |
-23,465 |
| 77 |
JAMES INVESTMENT RESEARCH, INC.
0.08% of their portfolio |
ALPHA, OH |
12,69112.7k
$722.0k |
$722.0k |
0.08% |
New |
|
| 78 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
12,05312.1k
$685.7k |
$685.7k |
0.01% |
Added
+7.8k |
+7,828 |
| 79 |
Insight Advisors, LLC/ PA
0.10% of their portfolio |
Newtown, PA |
11,05011.1k
$628.6k |
$628.6k |
0.10% |
Reduced
-2.0k |
-2,048 |
| 80 |
Bison Wealth, LLC
0.06% of their portfolio |
ATLANTA, GA |
11,04911.0k
$568.5k |
$568.5k |
0.06% |
New |
|
| 81 |
B & T Capital Management DBA Alpha Capital Management
0.09% of their portfolio |
AUSTIN, TX |
11,03011.0k
$627.5k |
$627.5k |
0.09% |
Added
+1.1k |
+1,071 |
| 82 |
Visionary Wealth Advisors
0.03% of their portfolio |
O'FALLON, IL |
10,75610.8k
$611.9k |
$611.9k |
0.03% |
Reduced
-3.6k |
-3,640 |
| 83 |
ROMAN BUTLER FULLERTON & CO
0.18% of their portfolio |
ST LOUIS, MO |
10,71610.7k
$669.4k |
$669.4k |
0.18% |
Reduced
-375 |
-375 |
| 84 |
Elwood & Goetz Wealth Advisory Group, LLC
0.10% of their portfolio |
ATHENS, GA |
10,29710.3k
$585.8k |
$585.8k |
0.10% |
New |
|
| 85 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
10,18210.2k
$579.2k |
$579.2k |
0.00% |
New |
|
| 86 |
Freedom Financial Partners LLC
0.20% of their portfolio |
OAKDALE, MN |
9,7409.7k
$554.1k |
$554.1k |
0.20% |
Added
+2.9k |
+2,857 |
| 87 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
9,5529.6k
$543.4k |
$543.4k |
0.00% |
Reduced
-1.2k |
-1,174 |
| 88 |
ARBOR CAPITAL MANAGEMENT INC /ADV
0.48% of their portfolio |
ANCHORAGE, AK |
9,3119.3k
$568.0k |
$568.0k |
0.48% |
Reduced
-3.4k |
-3,357 |
| 89 |
PCG Wealth Advisors, LLC
0.14% of their portfolio |
OVERLAND PARK, KS |
8,9098.9k
$506.8k |
$506.8k |
0.14% |
Reduced
-1.8k |
-1,801 |
| 90 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03% of their portfolio |
CEDAR RAPIDS, IA |
8,7528.8k
$497.9k |
$497.9k |
0.03% |
Added
+353 |
+353 |
| 91 |
New England Private Wealth Advisors LLC
0.06% of their portfolio |
WELLESLEY, MA |
8,5528.6k
$486.5k |
$486.5k |
0.06% |
Added
+61 |
+61 |
| 92 |
B. Riley Wealth Advisors, Inc.
0.02% of their portfolio |
MEMPHIS, TN |
8,4428.4k
$480.3k |
$480.3k |
0.02% |
Added
+79 |
+79 |
| 93 |
Diversify Advisory Services, LLC
0.02% of their portfolio |
SANDY, UT |
8,3418.3k
$548.9k |
$548.9k |
0.02% |
Added
+1.3k |
+1,316 |
| 94 |
Safe Harbor Wealth Advisors, LLC
0.42% of their portfolio |
DUBLIN, OH |
8,2868.3k
$436.4k |
$436.4k |
0.42% |
First filing |
|
| 95 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03% of their portfolio |
KOKOMO, IN |
7,9978.0k
$454.9k |
$454.9k |
0.03% |
Added
+294 |
+294 |
| 96 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
7,8967.9k
$449.2k |
$449.2k |
0.00% |
Added
+2.4k |
+2,429 |
| 97 |
Banco Santander, S.A.
0.00% of their portfolio |
Madrid, U3 |
7,8487.8k
$446.5k |
$446.5k |
0.00% |
Added
+1.7k |
+1,700 |
| 98 |
Stelac Advisory Services LLC
0.16% of their portfolio |
NEW YORK, NY |
7,7127.7k
$438.7k |
$438.7k |
0.16% |
Unchanged |
|
| 99 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
7,7127.7k
$438.7k |
$438.7k |
0.01% |
Reduced
-6.1k |
-6,083 |
| 100 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
7,5277.5k
$428.2k |
$428.2k |
0.00% |
Added
+4.6k |
+4,618 |