| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
1,680,5711.7m
$105.3m |
$105.3m |
0.01% |
Added
+116.6k |
+116,582 |
| 2 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
842,571842.6k
$52.8m |
$52.8m |
0.01% |
Added
+76.7k |
+76,716 |
| 3 |
Gradient Investments LLC
0.48% of their portfolio |
ARDEN HILLS, MN |
551,638551.6k
$34.5m |
$34.5m |
0.48% |
Added
+33.0k |
+32,989 |
| 4 |
WELLS FARGO & COMPANY/MN
0.01% of their portfolio |
SAN FRANCISCO, CA |
493,001493.0k
$30.9m |
$30.9m |
0.01% |
Added
+14.5k |
+14,548 |
| 5 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
190,522190.5k
$11.9m |
$11.9m |
0.00% |
Added
+33.2k |
+33,238 |
| 6 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
162,655162.7k
$10.2m |
$10.2m |
0.01% |
Reduced
-7.1k |
-7,120 |
| 7 |
Cetera Investment Advisers
0.01% of their portfolio |
SCHAUMBURG, IL |
154,209154.2k
$9.7m |
$9.7m |
0.01% |
Added
+6.0k |
+5,954 |
| 8 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
146,627146.6k
$9.2m |
$9.2m |
0.00% |
Added
+13.8k |
+13,754 |
| 9 |
THRYVE WEALTH MANAGEMENT LLC
5.09% of their portfolio |
IRVING, TX |
145,321145.3k
$9.1m |
$9.1m |
5.09% |
Added
+10.1k |
+10,105 |
| 10 |
GTS SECURITIES LLC
0.17% of their portfolio |
NEW YORK, NY |
132,366132.4k
$8.3m |
$8.3m |
0.17% |
Added
+88.5k |
+88,508 |
| 11 |
Cambridge Investment Research Advisors, Inc.
0.01% of their portfolio |
FAIRFIELD, IA |
123,518123.5k
$7.7m |
$7.7m |
0.01% |
Added
+56.4k |
+56,376 |
| 12 |
Carter Financial Group, INC.
3.90% of their portfolio |
BARRINGTON, IL |
120,017120.0k
$7.5m |
$7.5m |
3.90% |
Reduced
-8.8k |
-8,787 |
| 13 |
OPPENHEIMER & CO INC
0.07% of their portfolio |
NEW YORK, NY |
101,335101.3k
$6.3m |
$6.3m |
0.07% |
Reduced
-500 |
-500 |
| 14 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
98,98499.0k
$6.2m |
$6.2m |
0.01% |
Added
+2.6k |
+2,600 |
| 15 |
Columbus Macro, LLC
0.60% of their portfolio |
NEW CASTLE, PA |
98,25898.3k
$6.2m |
$6.2m |
0.60% |
Added
+2.9k |
+2,879 |
| 16 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
89,77789.8k
$5.6m |
$5.6m |
0.01% |
Added
+6.4k |
+6,409 |
| 17 |
GERBER, LLC
2.64% of their portfolio |
COLUMBUS, OH |
89,77189.8k
$5.6m |
$5.6m |
2.64% |
Added
+26 |
+26 |
| 18 |
MML INVESTORS SERVICES, LLC
0.01% of their portfolio |
SPRINGFIELD, MA |
83,62783.6k
$5.2m |
$5.2m |
0.01% |
Added
+15.7k |
+15,741 |
| 19 |
Mattson Financial Services, LLC
0.99% of their portfolio |
KENTWOOD, MI |
79,64379.6k
$4.7m |
$4.7m |
0.99% |
Reduced
-443 |
-443 |
| 20 |
NWAM LLC
0.24% of their portfolio |
MERCER ISLAND, WA |
78,05378.1k
$4.9m |
$4.9m |
0.24% |
Reduced
-546 |
-546 |
| 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
75,17575.2k
$4.7m |
$4.7m |
0.00% |
Added
+22.1k |
+22,064 |
| 22 |
Ausdal Financial Partners, Inc.
0.18% of their portfolio |
Davenport, IA |
74,98075.0k
$4.7m |
$4.7m |
0.18% |
New |
|
| 23 |
Riggs Asset Managment Co. Inc.
0.81% of their portfolio |
DALLAS, PA |
72,70572.7k
$4.6m |
$4.6m |
0.81% |
New |
|
| 24 |
Advyzon Investment Management, LLC
0.33% of their portfolio |
LISLE, IL |
72,12272.1k
$4.5m |
$4.5m |
0.33% |
New |
|
| 25 |
LEAVELL INVESTMENT MANAGEMENT, INC.
0.16% of their portfolio |
MOBILE, AL |
71,93071.9k
$4.5m |
$4.5m |
0.16% |
Reduced
-4.0k |
-4,020 |
| 26 |
THOR TRADING ADVISORS, LLC
1.30% of their portfolio |
GREENSBURG, PA |
66,33466.3k
$4.2m |
$4.2m |
1.30% |
New |
|
| 27 |
Bridgelight Financial Advisors, Inc.
2.70% of their portfolio |
SHELTON, CT |
62,96763.0k
$3.9m |
$3.9m |
2.70% |
Reduced
-5.2k |
-5,243 |
| 28 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
55,42955.4k
$3.5m |
$3.5m |
0.01% |
Added
+31.7k |
+31,719 |
| 29 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
54,05254.1k
$3.4m |
$3.4m |
0.00% |
Added
+277 |
+277 |
| 30 |
Oasis Advisors, LLC
2.18% of their portfolio |
FOREST CITY, IA |
53,61053.6k
$3.4m |
$3.4m |
2.18% |
New |
|
| 31 |
Eagle Strategies LLC
0.32% of their portfolio |
NEW YORK, NY |
50,82750.8k
$3.2m |
$3.2m |
0.32% |
Added
+3.1k |
+3,074 |
| 32 |
FLOW TRADERS U.S. LLC
0.13% of their portfolio |
NEW YORK, NY |
49,86849.9k
$3.1m |
$3.1m |
0.13% |
Added
+9.5k |
+9,532 |
| 33 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
49,81849.8k
$3.1m |
$3.1m |
0.01% |
Reduced
-4.5k |
-4,531 |
| 34 |
Merit Financial Group, LLC
0.02% of their portfolio |
ALPHARETTA, GA |
42,69742.7k
$2.7m |
$2.7m |
0.02% |
Reduced
-2.4k |
-2,444 |
| 35 |
IFP Advisors, Inc
0.05% of their portfolio |
TAMPA, FL |
42,53342.5k
$2.7m |
$2.7m |
0.05% |
Added
+221 |
+221 |
| 36 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
42,39042.4k
$2.7m |
$2.7m |
0.00% |
Added
+1.2k |
+1,208 |
| 37 |
CX Institutional
0.07% of their portfolio |
AUBURN, IN |
39,52739.5k
$2.5m |
$2.5m |
0.07% |
Added
+216 |
+216 |
| 38 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
38,85938.9k
$2.4m |
$2.4m |
0.00% |
Added
+2.9k |
+2,888 |
| 39 |
SEI INVESTMENTS CO
0.00% of their portfolio |
OAKS, PA |
37,67237.7k
$2.4m |
$2.4m |
0.00% |
Reduced
-9.6k |
-9,609 |
| 40 |
Arax Advisory Partners
0.02% of their portfolio |
NEW YORK, NY |
36,62736.6k
$2.3m |
$2.3m |
0.02% |
Added
+24.5k |
+24,534 |
| 41 |
Quattro Advisors LLC
1.39% of their portfolio |
PITTSBURGH, PA |
33,35433.4k
$2.1m |
$2.1m |
1.39% |
Added
+1.8k |
+1,754 |
| 42 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
29,96630.0k
$1.9m |
$1.9m |
0.00% |
Reduced
-2.2k |
-2,197 |
| 43 |
Strategic Wealth Investment Group, LLC
0.23% of their portfolio |
LOUISVILLE, KY |
29,66029.7k
$1.9m |
$1.9m |
0.23% |
Reduced
-22 |
-22 |
| 44 |
Moran Wealth Management, LLC
0.05% of their portfolio |
NAPLES, FL |
28,92828.9k
$1.8m |
$1.8m |
0.05% |
Added
+1.4k |
+1,419 |
| 45 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
28,84428.8k
$1.8m |
$1.8m |
0.00% |
Added
+139 |
+139 |
| 46 |
FSA Investment Group, LLC
0.59% of their portfolio |
Pensacola, FL |
28,83228.8k
$1.8m |
$1.8m |
0.59% |
Added
+17.6k |
+17,591 |
| 47 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
26,01126.0k
$1.6m |
$1.6m |
0.00% |
Reduced
-95.2k |
-95,230 |
| 48 |
Western Wealth Management, LLC
0.05% of their portfolio |
GOLDEN, CO |
25,51225.5k
$1.6m |
$1.6m |
0.05% |
Added
+214 |
+214 |
| 49 |
OLD MISSION CAPITAL LLC
0.04% of their portfolio |
CHICAGO, IL |
25,04525.0k
$1.6m |
$1.6m |
0.04% |
New |
|
| 50 |
NTV Asset Management LLC
0.15% of their portfolio |
Charleston, WV |
24,50124.5k
$1.5m |
$1.5m |
0.15% |
Reduced
-1.0k |
-1,000 |
| 51 |
Q3 Asset Management
0.27% of their portfolio |
BIRMINGHAM, MI |
23,42323.4k
$1.5m |
$1.5m |
0.27% |
New |
|
| 52 |
Bank of New York Mellon Corp
0.00% of their portfolio |
NEW YORK, NY |
23,04323.0k
$1.4m |
$1.4m |
0.00% |
Added
+616 |
+616 |
| 53 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
22,71422.7k
$1.4m |
$1.4m |
0.01% |
Reduced
-2.1k |
-2,094 |
| 54 |
Maridea Wealth Management LLC
0.15% of their portfolio |
BROOKLYN, NY |
22,28422.3k
$1.4m |
$1.4m |
0.15% |
Added
+17.2k |
+17,240 |
| 55 |
Sovran Advisors, LLC
0.09% of their portfolio |
SAN DIEGO, CA |
20,69220.7k
$1.2m |
$1.2m |
0.09% |
Reduced
-386 |
-386 |
| 56 |
Kaizen Financial Strategies
0.47% of their portfolio |
CAMPBELL, CA |
19,13019.1k
$1.2m |
$1.2m |
0.47% |
Unchanged |
|
| 57 |
B & T Capital Management DBA Alpha Capital Management
0.15% of their portfolio |
AUSTIN, TX |
18,80818.8k
$1.2m |
$1.2m |
0.15% |
Reduced
-10.3k |
-10,308 |
| 58 |
Foundations Investment Advisors, LLC
0.01% of their portfolio |
PHOENIX, AZ |
18,77118.8k
$1.2m |
$1.2m |
0.01% |
Added
+773 |
+773 |
| 59 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
18,69318.7k
$1.2m |
$1.2m |
0.00% |
Reduced
-3.6k |
-3,552 |
| 60 |
Cedrus Wealth Group LLC
1.02% of their portfolio |
ANDOVER, MN |
18,58918.6k
$1.2m |
$1.2m |
1.02% |
Added
+4.1k |
+4,141 |
| 61 |
Traction Financial Partners, LLC
0.62% of their portfolio |
LITTLETON, CO |
18,57918.6k
$1.2m |
$1.2m |
0.62% |
Added
+1.3k |
+1,333 |
| 62 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
18,46818.5k
$1.2m |
$1.2m |
0.01% |
Added
+2.6k |
+2,616 |
| 63 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
17,64817.6k
$1.1m |
$1.1m |
0.00% |
Added
+3.6k |
+3,591 |
| 64 |
WealthPlan Investment Management, LLC
0.05% of their portfolio |
OMAHA, NE |
17,31017.3k
$1.1m |
$1.1m |
0.05% |
Added
+3.2k |
+3,178 |
| 65 |
StoneX Group Inc.
0.04% of their portfolio |
NEW YORK, NY |
16,97017.0k
$1.1m |
$1.1m |
0.04% |
Added
+932 |
+932 |
| 66 |
Kingsview Wealth Management, LLC
0.01% of their portfolio |
GRANTS PASS, OR |
16,48616.5k
$1.0m |
$1.0m |
0.01% |
Added
+284 |
+284 |
| 67 |
MATAURO, LLC
0.13% of their portfolio |
NEW YORK, NY |
15,31215.3k
$959.0k |
$959.0k |
0.13% |
Reduced
-773 |
-773 |
| 68 |
Florin Court Capital LLP
1.53% of their portfolio |
London, X0 |
15,00015.0k
$939.5k |
$939.5k |
1.53% |
New |
|
| 69 |
Stelac Advisory Services LLC
0.17% of their portfolio |
NEW YORK, NY |
14,98915.0k
$938.8k |
$938.8k |
0.17% |
Unchanged |
|
| 70 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
14,47914.5k
$906.0k |
$906.0k |
0.00% |
Reduced
-30.3k |
-30,300 |
| 71 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
13,73613.7k
$860.3k |
$860.3k |
0.00% |
Added
+82 |
+82 |
| 72 |
Stratos Wealth Partners, LTD.
0.01% of their portfolio |
BEACHWOOD, OH |
13,23713.2k
$829.1k |
$829.1k |
0.01% |
Reduced
-590 |
-590 |
| 73 |
Orion Porfolio Solutions, LLC
0.01% of their portfolio |
OMAHA, NE |
13,17413.2k
$825.1k |
$825.1k |
0.01% |
Reduced
-9.4k |
-9,374 |
| 74 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,07313.1k
$819.2k |
$819.2k |
0.00% |
Reduced
-1.9k |
-1,947 |
| 75 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
12,43412.4k
$778.7k |
$778.7k |
0.00% |
Added
+7.5k |
+7,531 |
| 76 |
VestGen Advisors, LLC
0.02% of their portfolio |
CHICAGO, IL |
12,25512.3k
$767.5k |
$767.5k |
0.02% |
Reduced
-505 |
-505 |
| 77 |
Global Retirement Partners, LLC
0.01% of their portfolio |
San Rafael, CA |
12,01312.0k
$752.4k |
$752.4k |
0.01% |
First filing |
|
| 78 |
Visionary Wealth Advisors
0.03% of their portfolio |
O'FALLON, IL |
11,95512.0k
$748.8k |
$748.8k |
0.03% |
Added
+300 |
+300 |
| 79 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
11,93211.9k
$747.3k |
$747.3k |
0.00% |
Reduced
-4.3k |
-4,286 |
| 80 |
WCG Wealth Advisors LLC
0.02% of their portfolio |
LAS VEGAS, NV |
11,76711.8k
$737.0k |
$737.0k |
0.02% |
New |
|
| 81 |
Envestnet Portfolio Solutions, Inc.
0.00% of their portfolio |
BERWYN, PA |
11,53311.5k
$722.3k |
$722.3k |
0.00% |
Added
+441 |
+441 |
| 82 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
11,34911.3k
$711.1k |
$711.1k |
0.00% |
Added
+5.0k |
+5,001 |
| 83 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
11,06011.1k
$696.9k |
$696.9k |
0.00% |
Added
+8.5k |
+8,549 |
| 84 |
Tidal Investments LLC
0.00% of their portfolio |
Milwaukee, WI |
11,05711.1k
$692.5k |
$692.5k |
0.00% |
New |
|
| 85 |
Bison Wealth, LLC
0.06% of their portfolio |
ATLANTA, GA |
10,84110.8k
$688.0k |
$688.0k |
0.06% |
Reduced
-208 |
-208 |
| 86 |
ARWA LLC
0.25% of their portfolio |
FORT WORTH, TX |
10,20110.2k
$608.4k |
$608.4k |
0.25% |
Added
+4.2k |
+4,213 |
| 87 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
10,19210.2k
$638.3k |
$638.3k |
0.00% |
Reduced
-37.0k |
-36,983 |
| 88 |
Paladin Wealth, LLC
0.37% of their portfolio |
ARDEN HILLS, MN |
10,15410.2k
$635.9k |
$635.9k |
0.37% |
Added
+1.7k |
+1,683 |
| 89 |
Freedom Financial Partners LLC
0.20% of their portfolio |
OAKDALE, MN |
10,00910.0k
$626.9k |
$626.9k |
0.20% |
Added
+39 |
+39 |
| 90 |
ROMAN BUTLER FULLERTON & CO
0.15% of their portfolio |
ST LOUIS, MO |
9,99610.0k
$607.9k |
$607.9k |
0.15% |
Reduced
-68 |
-68 |
| 91 |
Qube Research & Technologies Ltd
0.00% of their portfolio |
LONDON, X0 |
9,8429.8k
$616.4k |
$616.4k |
0.00% |
Reduced
-50.8k |
-50,794 |
| 92 |
ARQ WEALTH ADVISORS, LLC
0.07% of their portfolio |
SCOTTSDALE, AZ |
8,8848.9k
$555.6k |
$555.6k |
0.07% |
Added
+1.6k |
+1,621 |
| 93 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03% of their portfolio |
KOKOMO, IN |
8,8278.8k
$552.8k |
$552.8k |
0.03% |
Added
+742 |
+742 |
| 94 |
PCG Wealth Advisors, LLC
0.12% of their portfolio |
OVERLAND PARK, KS |
8,6278.6k
$540.3k |
$540.3k |
0.12% |
Added
+756 |
+756 |
| 95 |
New England Private Wealth Advisors LLC
0.05% of their portfolio |
WELLESLEY, MA |
8,5628.6k
$515.9k |
$515.9k |
0.05% |
Added
+10 |
+10 |
| 96 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03% of their portfolio |
CEDAR RAPIDS, IA |
8,5568.6k
$535.9k |
$535.9k |
0.03% |
Reduced
-19 |
-19 |
| 97 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
8,4058.4k
$526.4k |
$526.4k |
0.00% |
Added
+388 |
+388 |
| 98 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
8,4038.4k
$526.3k |
$526.3k |
0.01% |
Unchanged |
|
| 99 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
8,1258.1k
$508.9k |
$508.9k |
0.00% |
Added
+229 |
+229 |
| 100 |
Quantinno Capital Management LP
0.00% of their portfolio |
NEW YORK, NY |
7,9738.0k
$499.3k |
$499.3k |
0.00% |
Added
+1.3k |
+1,277 |