| 1 |
LPL Financial LLC
0.02% of their portfolio |
FORT MILL, SC |
702,325702.3k
$73.7m |
$73.7m |
0.02% |
Added
+20.9k |
+20,913 |
| 2 |
HighTower Advisors, LLC
0.04% of their portfolio |
CHICAGO, IL |
376,351376.4k
$39.5m |
$39.5m |
0.04% |
Added
+19.7k |
+19,740 |
| 3 |
Destination Wealth Management
0.76% of their portfolio |
Walnut Creek, CA |
308,971309.0k
$32.4m |
$32.4m |
0.76% |
Reduced
-757 |
-757 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.01% of their portfolio |
ST. PETERSBURG, FL |
305,487305.5k
$32.1m |
$32.1m |
0.01% |
Added
+38.8k |
+38,760 |
| 5 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
212,086212.1k
$22.3m |
$22.3m |
0.00% |
Reduced
-12.6k |
-12,553 |
| 6 |
Cambridge Investment Research Advisors, Inc.
0.02% of their portfolio |
FAIRFIELD, IA |
196,998197.0k
$20.7m |
$20.7m |
0.02% |
Added
+95.3k |
+95,273 |
| 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04% of their portfolio |
PLYMOUTH, MN |
196,834196.8k
$21.5m |
$21.5m |
0.04% |
Added
+357 |
+357 |
| 8 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
194,936194.9k
$20.5m |
$20.5m |
0.00% |
Added
+14.8k |
+14,755 |
| 9 |
Cetera Investment Advisers
0.02% of their portfolio |
SCHAUMBURG, IL |
185,333185.3k
$19.4m |
$19.4m |
0.02% |
Reduced
-22.0k |
-21,988 |
| 10 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
167,972168.0k
$17.6m |
$17.6m |
0.00% |
Added
+160.0k |
+160,022 |
| 11 |
EXCHANGE TRADED CONCEPTS, LLC
0.08% of their portfolio |
Oklahoma City, OK |
155,707155.7k
$16.3m |
$16.3m |
0.08% |
New |
|
| 12 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
134,891134.9k
$14.2m |
$14.2m |
0.02% |
Added
+58.4k |
+58,412 |
| 13 |
Beacon Harbor Wealth Advisors, Inc.
2.78% of their portfolio |
VIRGINIA BEACH, VA |
133,709133.7k
$14.3m |
$14.3m |
2.78% |
New |
|
| 14 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
115,218115.2k
$12.1m |
$12.1m |
0.00% |
Reduced
-65.2k |
-65,172 |
| 15 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
110,834110.8k
$11.6m |
$11.6m |
0.00% |
Added
+25.7k |
+25,651 |
| 16 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
107,823107.8k
$11.3m |
$11.3m |
0.01% |
Reduced
-5.3k |
-5,252 |
| 17 |
MML INVESTORS SERVICES, LLC
0.02% of their portfolio |
SPRINGFIELD, MA |
106,963107.0k
$11.2m |
$11.2m |
0.02% |
Reduced
-3.0k |
-3,003 |
| 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01% of their portfolio |
MILWAUKEE, WI |
98,58198.6k
$10.3m |
$10.3m |
0.01% |
Added
+13.0k |
+12,973 |
| 19 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
95,08795.1k
$10.0m |
$10.0m |
0.01% |
Added
+69 |
+69 |
| 20 |
Creative Planning
0.01% of their portfolio |
OVERLAND PARK, KS |
91,00491.0k
$9.5m |
$9.5m |
0.01% |
Reduced
-7.5k |
-7,503 |
| 21 |
D.A. DAVIDSON & CO.
0.05% of their portfolio |
GREAT FALLS, MT |
83,07983.1k
$8.7m |
$8.7m |
0.05% |
Added
+9.8k |
+9,793 |
| 22 |
Corient Private Wealth LP
0.01% of their portfolio |
MIAMI, FL |
74,89974.9k
$7.9m |
$7.9m |
0.01% |
Reduced
-2.0k |
-2,019 |
| 23 |
Thoma Capital Management LLC
3.76% of their portfolio |
TOWSON, MD |
67,25367.3k
$7.1m |
$7.1m |
3.76% |
Reduced
-1.6k |
-1,582 |
| 24 |
Sowell Financial Services LLC
0.22% of their portfolio |
NORTH LITTLE ROCK, AR |
63,50463.5k
$6.7m |
$6.7m |
0.22% |
Added
+1.1k |
+1,125 |
| 25 |
Sage Capital Management, LLC
2.56% of their portfolio |
Stockton, NJ |
62,41562.4k
$6.6m |
$6.6m |
2.56% |
Reduced
-1.1k |
-1,146 |
| 26 |
Artesa Financial Group, LLC
5.09% of their portfolio |
CONROE, TX |
56,73956.7k
$6.0m |
$6.0m |
5.09% |
Added
+644 |
+644 |
| 27 |
Spire Wealth Management
0.18% of their portfolio |
MCLEAN, VA |
56,65756.7k
$5.9m |
$5.9m |
0.18% |
Added
+46.6k |
+46,643 |
| 28 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
55,65255.7k
$5.8m |
$5.8m |
0.01% |
Added
+5 |
+5 |
| 29 |
INDEPENDENT FINANCIAL GROUP, LLC
0.10% of their portfolio |
SAN DIEGO, CA |
52,68852.7k
$5.5m |
$5.5m |
0.10% |
Added
+1.3k |
+1,291 |
| 30 |
SCOTIA CAPITAL INC.
0.02% of their portfolio |
TORONTO, A6 |
52,57952.6k
$5.5m |
$5.5m |
0.02% |
Added
+1.3k |
+1,342 |
| 31 |
Arkadios Wealth Advisors
0.08% of their portfolio |
ATLANTA, GA |
50,47850.5k
$5.3m |
$5.3m |
0.08% |
Added
+1.8k |
+1,763 |
| 32 |
Brookstone Capital Management
0.05% of their portfolio |
WHEATON, IL |
49,02049.0k
$5.1m |
$5.1m |
0.05% |
Added
+2.2k |
+2,155 |
| 33 |
Williams Jones Wealth Management, LLC.
0.06% of their portfolio |
NEW YORK, NY |
47,57747.6k
$5.0m |
$5.0m |
0.06% |
Added
+1.5k |
+1,485 |
| 34 |
McGuire Investment Group, LLC
0.43% of their portfolio |
WAKEFIELD, RI |
46,98547.0k
$4.9m |
$4.9m |
0.43% |
Added
+312 |
+312 |
| 35 |
Rockefeller Capital Management L.P.
0.01% of their portfolio |
NEW YORK, NY |
46,09246.1k
$4.8m |
$4.8m |
0.01% |
Reduced
-28.5k |
-28,507 |
| 36 |
Joseph P. Lucia & Associates, LLC
1.43% of their portfolio |
Yorktown Heights, NY |
45,46745.5k
$4.8m |
$4.8m |
1.43% |
Reduced
-10 |
-10 |
| 37 |
Cerity Partners LLC
0.01% of their portfolio |
NEW YORK, NY |
44,34344.3k
$4.7m |
$4.7m |
0.01% |
Added
+582 |
+582 |
| 38 |
VALLEY WEALTH MANAGERS, INC.
0.27% of their portfolio |
PARAMUS, NJ |
44,11944.1k
$4.6m |
$4.6m |
0.27% |
Reduced
-1.3k |
-1,311 |
| 39 |
Financial Engines Advisors L.L.C.
0.01% of their portfolio |
SANTA CLARA, CA |
44,11344.1k
$4.6m |
$4.6m |
0.01% |
Reduced
-5.4k |
-5,397 |
| 40 |
APPLETON PARTNERS INC/MA
0.28% of their portfolio |
BOSTON, MA |
43,49443.5k
$4.6m |
$4.6m |
0.28% |
Reduced
-500 |
-500 |
| 41 |
OPPENHEIMER & CO INC
0.05% of their portfolio |
NEW YORK, NY |
42,65942.7k
$4.5m |
$4.5m |
0.05% |
Reduced
-1.5k |
-1,514 |
| 42 |
Bluespring Wealth Management, LLC
0.07% of their portfolio |
AUSTIN, TX |
36,71536.7k
$3.9m |
$3.9m |
0.07% |
New |
|
| 43 |
Ellis Investment Partners, LLC
0.58% of their portfolio |
Berwyn, PA |
36,51236.5k
$3.8m |
$3.8m |
0.58% |
Reduced
-1.8k |
-1,820 |
| 44 |
Ausdal Financial Partners, Inc.
0.15% of their portfolio |
Davenport, IA |
36,38536.4k
$3.8m |
$3.8m |
0.15% |
Added
+17.9k |
+17,905 |
| 45 |
Advisory Services Network, LLC
0.04% of their portfolio |
ATLANTA, GA |
35,73935.7k
$3.8m |
$3.8m |
0.04% |
Added
+30.4k |
+30,419 |
| 46 |
Stratos Wealth Partners, LTD.
0.04% of their portfolio |
BEACHWOOD, OH |
35,17835.2k
$3.7m |
$3.7m |
0.04% |
Added
+143 |
+143 |
| 47 |
Pacific Wealth Strategies Group, Inc.
2.12% of their portfolio |
SANTA BARBARA, CA |
35,15335.2k
$3.7m |
$3.7m |
2.12% |
Added
+8.5k |
+8,490 |
| 48 |
THOROUGHBRED FINANCIAL SERVICES, LLC
0.17% of their portfolio |
BRENTWOOD, TN |
34,06234.1k
$3.6m |
$3.6m |
0.17% |
Reduced
-26 |
-26 |
| 49 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
33,67433.7k
$3.5m |
$3.5m |
0.02% |
Added
+19.0k |
+19,006 |
| 50 |
ASHFORD CAPITAL MANAGEMENT INC
0.36% of their portfolio |
WILMINGTON, DE |
32,09732.1k
$3.4m |
$3.4m |
0.36% |
Reduced
-5.4k |
-5,429 |
| 51 |
AAFMAA Wealth Management & Trust LLC
1.15% of their portfolio |
FAYETTEVILLE, NC |
31,27031.3k
$3.3m |
$3.3m |
1.15% |
Added
+2.3k |
+2,322 |
| 52 |
GTS SECURITIES LLC
0.07% of their portfolio |
NEW YORK, NY |
31,10531.1k
$3.3m |
$3.3m |
0.07% |
Added
+17.3k |
+17,263 |
| 53 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
30,62630.6k
$3.0m |
$3.0m |
0.00% |
Added
+9.6k |
+9,589 |
| 54 |
Apollon Financial, LLC
0.37% of their portfolio |
MOUNT PLEASANT, SC |
29,62529.6k
$3.1m |
$3.1m |
0.37% |
Reduced
-200 |
-200 |
| 55 |
VestGen Advisors, LLC
0.09% of their portfolio |
CHICAGO, IL |
29,06329.1k
$3.0m |
$3.0m |
0.09% |
Reduced
-649 |
-649 |
| 56 |
MAI Capital Management
0.01% of their portfolio |
INDEPENDENCE, OH |
28,99429.0k
$3.0m |
$3.0m |
0.01% |
Reduced
-1.2k |
-1,237 |
| 57 |
Integrated Wealth Concepts LLC
0.01% of their portfolio |
WALTHAM, MA |
28,90328.9k
$3.0m |
$3.0m |
0.01% |
Added
+14.5k |
+14,502 |
| 58 |
Wealthfront Advisers LLC
0.01% of their portfolio |
Palo Alto, CA |
28,45128.5k
$3.0m |
$3.0m |
0.01% |
Reduced
-2.6k |
-2,640 |
| 59 |
VIEWPOINT INVESTMENT PARTNERS CORP
1.03% of their portfolio |
CALGARY, A0 |
28,03328.0k
$3.0m |
$3.0m |
1.03% |
Added
+2.9k |
+2,895 |
| 60 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
26,39126.4k
$2.8m |
$2.8m |
0.01% |
Reduced
-3.9k |
-3,901 |
| 61 |
TD Waterhouse Canada Inc.
0.01% of their portfolio |
TORONTO, A6 |
25,87125.9k
$2.8m |
$2.8m |
0.01% |
Added
+1.4k |
+1,410 |
| 62 |
Curbstone Financial Management Corp
0.44% of their portfolio |
MANCHESTER, NH |
24,74024.7k
$2.6m |
$2.6m |
0.44% |
Added
+350 |
+350 |
| 63 |
Cresset Asset Management, LLC
0.01% of their portfolio |
Chicago, IL |
24,55424.6k
$2.6m |
$2.6m |
0.01% |
Unchanged |
|
| 64 |
Curi Capital, LLC
0.04% of their portfolio |
CHICAGO, IL |
23,21323.2k
$2.4m |
$2.4m |
0.04% |
Unchanged |
|
| 65 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
22,46822.5k
$2.4m |
$2.4m |
0.00% |
Reduced
-11 |
-11 |
| 66 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
21,84221.8k
$2.3m |
$2.3m |
0.01% |
Added
+7.9k |
+7,889 |
| 67 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
21,63221.6k
$2.3m |
$2.3m |
0.01% |
Added
+7.9k |
+7,855 |
| 68 |
Waverly Advisors, LLC
0.01% of their portfolio |
BIRMINGHAM, AL |
20,73120.7k
$2.2m |
$2.2m |
0.01% |
Added
+2.0k |
+1,995 |
| 69 |
Ameritas Advisory Services, LLC
0.04% of their portfolio |
Lincoln, NE |
20,46020.5k
$2.1m |
$2.1m |
0.04% |
Added
+9.7k |
+9,686 |
| 70 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
19,68419.7k
$2.1m |
$2.1m |
0.00% |
Reduced
-1.7k |
-1,693 |
| 71 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
18,38118.4k
$1.9m |
$1.9m |
0.00% |
Reduced
-1.4k |
-1,399 |
| 72 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
18,27918.3k
$1.9m |
$1.9m |
0.00% |
Reduced
-425 |
-425 |
| 73 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
17,89317.9k
$1.9m |
$1.9m |
0.01% |
Reduced
-1.3k |
-1,284 |
| 74 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.41% of their portfolio |
PRINCETON, NJ |
17,51317.5k
$1.8m |
$1.8m |
0.41% |
Reduced
-1.2k |
-1,185 |
| 75 |
Pinnacle Financial Partners, Inc.
0.01% of their portfolio |
ATLANTA, GA |
16,92316.9k
$1.8m |
$1.8m |
0.01% |
Reduced
-94 |
-94 |
| 76 |
IFP Advisors, Inc
0.03% of their portfolio |
TAMPA, FL |
16,08316.1k
$1.7m |
$1.7m |
0.03% |
Reduced
-300 |
-300 |
| 77 |
Lido Advisors, LLC
0.01% of their portfolio |
Los Angeles, CA |
15,52315.5k
$1.6m |
$1.6m |
0.01% |
Reduced
-938 |
-938 |
| 78 |
Florin Court Capital LLP
2.62% of their portfolio |
London, X0 |
15,30015.3k
$1.6m |
$1.6m |
2.62% |
New |
|
| 79 |
WEDBUSH SECURITIES INC
0.04% of their portfolio |
PASADENA, CA |
15,28015.3k
$1.6m |
$1.6m |
0.04% |
Added
+281 |
+281 |
| 80 |
Dakota Wealth Management
0.03% of their portfolio |
PALM BEACH GARDENS, FL |
15,19215.2k
$1.6m |
$1.6m |
0.03% |
Reduced
-10 |
-10 |
| 81 |
Clark Capital Management Group, Inc.
0.01% of their portfolio |
PHILADELPHIA, PA |
15,10115.1k
$1.6m |
$1.6m |
0.01% |
Reduced
-19.1k |
-19,093 |
| 82 |
CENTAURUS FINANCIAL, INC.
0.06% of their portfolio |
ANAHEIM, CA |
14,85014.8k
$1.6m |
$1.6m |
0.06% |
Reduced
-4.0k |
-4,011 |
| 83 |
NORTHLAND SECURITIES, INC.
0.87% of their portfolio |
MINNEAPOLIS, MN |
14,30114.3k
$1.5m |
$1.5m |
0.87% |
Added
+880 |
+880 |
| 84 |
Summit Financial, LLC
0.02% of their portfolio |
PARSIPPANY, NJ |
14,17714.2k
$1.5m |
$1.5m |
0.02% |
Added
+6.7k |
+6,688 |
| 85 |
IFG Advisory, LLC
0.05% of their portfolio |
ATLANTA, GA |
14,02714.0k
$1.5m |
$1.5m |
0.05% |
New |
|
| 86 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
13,96614.0k
$1.5m |
$1.5m |
0.00% |
Reduced
-130.8k |
-130,751 |
| 87 |
Vigilare Wealth Management
0.44% of their portfolio |
SCOTTSDALE, AZ |
13,79113.8k
$1.4m |
$1.4m |
0.44% |
Added
+3.7k |
+3,722 |
| 88 |
Spartan Wealth Advisory Services LLC
0.11% of their portfolio |
BINGHAM FARMS, MI |
12,88812.9k
$1.4m |
$1.4m |
0.11% |
Unchanged |
|
| 89 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01% of their portfolio |
AUSTIN, TX |
12,78312.8k
$1.3m |
$1.3m |
0.01% |
Reduced
-3.0k |
-3,037 |
| 90 |
Independent Wealth Network Inc.
0.34% of their portfolio |
URBANDALE, IA |
12,76112.8k
$1.3m |
$1.3m |
0.34% |
Added
+34 |
+34 |
| 91 |
Strategic Wealth Investment Group, LLC
0.16% of their portfolio |
LOUISVILLE, KY |
12,60512.6k
$1.3m |
$1.3m |
0.16% |
Added
+1.3k |
+1,282 |
| 92 |
Capital Investment Advisory Services, LLC
0.08% of their portfolio |
RALEIGH, NC |
12,16212.2k
$1.3m |
$1.3m |
0.08% |
Reduced
-1.8k |
-1,842 |
| 93 |
Vigil Wealth Management, LLC
0.91% of their portfolio |
PONTE VEDRA BEACH, FL |
12,15612.2k
$1.3m |
$1.3m |
0.91% |
Added
+30 |
+30 |
| 94 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
12,14912.1k
$1.3m |
$1.3m |
0.00% |
Reduced
-45 |
-45 |
| 95 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
12,11212.1k
$1.3m |
$1.3m |
0.01% |
Reduced
-907 |
-907 |
| 96 |
Perigon Wealth Management, LLC
0.02% of their portfolio |
SAN FRANCISCO, CA |
12,10712.1k
$1.3m |
$1.3m |
0.02% |
Unchanged |
|
| 97 |
INSTRUMENTAL WEALTH, LLC
0.63% of their portfolio |
TAMPA, FL |
11,94811.9k
$1.3m |
$1.3m |
0.63% |
Added
+296 |
+296 |
| 98 |
Hilltop Holdings Inc.
0.10% of their portfolio |
DALLAS, TX |
11,67211.7k
$1.2m |
$1.2m |
0.10% |
Added
+280 |
+280 |
| 99 |
J.W. COLE ADVISORS, INC.
0.02% of their portfolio |
TAMPA, FL |
11,60911.6k
$1.2m |
$1.2m |
0.02% |
Reduced
-2.7k |
-2,676 |
| 100 |
O'ROURKE & COMPANY, Inc
0.40% of their portfolio |
BOSTON, MA |
11,05211.1k
$1.2m |
$1.2m |
0.40% |
Added
+9.9k |
+9,936 |