| 1 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
2,283,7882.3m
$95.9m |
$95.9m |
0.03% |
Added
+277.7k |
+277,661 |
| 2 |
CPC Advisors, LLC
7.12% of their portfolio |
Atlanta, GA |
1,256,7891.3m
$52.8m |
$52.8m |
7.12% |
Added
+1.2m |
+1,246,877 |
| 3 |
Janney Montgomery Scott LLC
0.09% of their portfolio |
PHILADELPHIA, PA |
1,083,2621.1m
$45.5m |
$45.5m |
0.09% |
Added
+244.3k |
+244,266 |
| 4 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
997,619997.6k
$41.9m |
$41.9m |
0.01% |
Added
+215.8k |
+215,778 |
| 5 |
GREAT VALLEY ADVISOR GROUP, INC.
0.42% of their portfolio |
WILMINGTON, DE |
639,968640.0k
$26.9m |
$26.9m |
0.42% |
Added
+13.5k |
+13,454 |
| 6 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
614,472614.5k
$25.8m |
$25.8m |
0.03% |
Added
+120.6k |
+120,562 |
| 7 |
Principle Wealth Partners LLC
0.98% of their portfolio |
MADISON, CT |
472,356472.4k
$19.8m |
$19.8m |
0.98% |
Added
+51.0k |
+51,049 |
| 8 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
456,668456.7k
$19.2m |
$19.2m |
0.02% |
Added
+48.0k |
+48,035 |
| 9 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
431,833431.8k
$18.1m |
$18.1m |
0.00% |
Added
+431.4k |
+431,376 |
| 10 |
Sequoia Financial Advisors, LLC
0.09% of their portfolio |
Akron, OH |
422,510422.5k
$17.7m |
$17.7m |
0.09% |
Reduced
-72.9k |
-72,899 |
| 11 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
346,337346.3k
$14.5m |
$14.5m |
0.00% |
Added
+8.4k |
+8,412 |
| 12 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
235,435235.4k
$9.9m |
$9.9m |
0.00% |
Added
+137.0k |
+136,976 |
| 13 |
CARY STREET PARTNERS FINANCIAL LLC
0.21% of their portfolio |
RICHMOND, VA |
230,381230.4k
$9.7m |
$9.7m |
0.21% |
New |
|
| 14 |
COMMONWEALTH EQUITY SERVICES, LLC
0.01% of their portfolio |
WALTHAM, MA |
223,609223.6k
$9.4m |
$9.4m |
0.01% |
Added
+8.8k |
+8,829 |
| 15 |
Elmwood Wealth Management, Inc.
2.16% of their portfolio |
BERKELEY, CA |
205,229205.2k
$8.6m |
$8.6m |
2.16% |
Added
+3.7k |
+3,711 |
| 16 |
EverSource Wealth Advisors, LLC
0.23% of their portfolio |
BIRMINGHAM, AL |
165,082165.1k
$6.9m |
$6.9m |
0.23% |
Added
+9.3k |
+9,293 |
| 17 |
ARQ WEALTH ADVISORS, LLC
0.88% of their portfolio |
SCOTTSDALE, AZ |
164,798164.8k
$7.1m |
$7.1m |
0.88% |
New |
|
| 18 |
Steward Partners Investment Advisory, LLC
0.03% of their portfolio |
STAMFORD, CT |
143,993144.0k
$6.0m |
$6.0m |
0.03% |
Added
+6.2k |
+6,217 |
| 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
139,950139.9k
$5.9m |
$5.9m |
0.00% |
Added
+25.4k |
+25,392 |
| 20 |
TRUIST FINANCIAL CORP
0.01% of their portfolio |
CHARLOTTE, NC |
135,849135.8k
$5.7m |
$5.7m |
0.01% |
Added
+5.1k |
+5,062 |
| 21 |
Atlas Wealth LLC
0.76% of their portfolio |
CINCINNATI, OH |
127,500127.5k
$5.4m |
$5.4m |
0.76% |
Added
+16.8k |
+16,841 |
| 22 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
123,897123.9k
$5.2m |
$5.2m |
0.00% |
Reduced
-12.3k |
-12,293 |
| 23 |
IAM Advisory, LLC
0.85% of their portfolio |
EASTON, PA |
103,899103.9k
$4.4m |
$4.4m |
0.85% |
Added
+4.4k |
+4,387 |
| 24 |
Proficio Capital Partners LLC
0.15% of their portfolio |
NEWTON, MA |
101,520101.5k
$4.3m |
$4.3m |
0.15% |
Added
+38.3k |
+38,310 |
| 25 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
94,18594.2k
$4.0m |
$4.0m |
0.01% |
Added
+47.4k |
+47,426 |
| 26 |
Visionary Wealth Advisors
0.15% of their portfolio |
O'FALLON, IL |
91,96092.0k
$3.9m |
$3.9m |
0.15% |
Added
+11.2k |
+11,244 |
| 27 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
1.85% of their portfolio |
SALINE, MI |
90,79890.8k
$3.8m |
$3.8m |
1.85% |
Added
+783 |
+783 |
| 28 |
SAGESPRING WEALTH PARTNERS, LLC
0.04% of their portfolio |
FRANKLIN, TN |
65,12665.1k
$2.7m |
$2.7m |
0.04% |
Added
+6.5k |
+6,528 |
| 29 |
Retirement Planning Group, LLC
0.07% of their portfolio |
LEAWOOD, KS |
65,02165.0k
$2.7m |
$2.7m |
0.07% |
Added
+8.6k |
+8,618 |
| 30 |
Financial Insights, Inc.
0.60% of their portfolio |
TACOMA, WA |
54,23454.2k
$2.3m |
$2.3m |
0.60% |
Added
+3.6k |
+3,575 |
| 31 |
Pasadena Private Wealth, LLC
0.28% of their portfolio |
PASADENA, CA |
52,42452.4k
$2.2m |
$2.2m |
0.28% |
Added
+10.2k |
+10,241 |
| 32 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
48,84748.8k
$2.1m |
$2.1m |
0.00% |
Added
+11.1k |
+11,063 |
| 33 |
CAP Partners, LLC
0.95% of their portfolio |
FRANKLIN, TN |
46,44646.4k
$2.0m |
$2.0m |
0.95% |
Added
+1.1k |
+1,080 |
| 34 |
Capital Investment Advisory Services, LLC
0.12% of their portfolio |
RALEIGH, NC |
45,21445.2k
$1.9m |
$1.9m |
0.12% |
Added
+3.0k |
+3,045 |
| 35 |
NewEdge Advisors, LLC
0.01% of their portfolio |
NEW ORLEANS, LA |
41,07341.1k
$1.7m |
$1.7m |
0.01% |
Added
+2.7k |
+2,749 |
| 36 |
URS Advisory LLC
0.88% of their portfolio |
JUPITER, FL |
37,53937.5k
$1.6m |
$1.6m |
0.88% |
Reduced
-24.5k |
-24,541 |
| 37 |
Northwest Financial Advisors
0.20% of their portfolio |
HERNDON, VA |
35,33335.3k
$1.5m |
$1.5m |
0.20% |
Reduced
-1.5k |
-1,469 |
| 38 |
Snowden Capital Advisors LLC
0.03% of their portfolio |
New York, NY |
34,85234.9k
$1.5m |
$1.5m |
0.03% |
Added
+2.1k |
+2,109 |
| 39 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
34,52134.5k
$1.4m |
$1.4m |
0.00% |
Added
+9.3k |
+9,271 |
| 40 |
Navis Wealth Advisors, LLC
0.51% of their portfolio |
RYE BROOK, NY |
31,72631.7k
$1.3m |
$1.3m |
0.51% |
New |
|
| 41 |
OLD MISSION CAPITAL LLC
0.03% of their portfolio |
CHICAGO, IL |
31,45531.5k
$1.3m |
$1.3m |
0.03% |
Reduced
-22.5k |
-22,531 |
| 42 |
Carr Financial Group Corp
0.29% of their portfolio |
WORCESTER, MA |
30,28930.3k
$1.3m |
$1.3m |
0.29% |
Added
+2.6k |
+2,561 |
| 43 |
Private Advisor Group, LLC
0.01% of their portfolio |
MORRISTOWN, NJ |
28,52728.5k
$1.2m |
$1.2m |
0.01% |
Added
+7.5k |
+7,530 |
| 44 |
Karras Company, Inc.
1.08% of their portfolio |
ROY, UT |
28,42028.4k
$1.2m |
$1.2m |
1.08% |
Added
+8.8k |
+8,792 |
| 45 |
MILESTONE ASSET MANAGEMENT, LLC
0.17% of their portfolio |
PITTSBURGH, PA |
26,29826.3k
$1.1m |
$1.1m |
0.17% |
New |
|
| 46 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
25,88125.9k
$1.1m |
$1.1m |
0.00% |
Added
+9.5k |
+9,471 |
| 47 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
25,00225.0k
$1.0m |
$1.0m |
0.00% |
Added
+24.9k |
+24,944 |
| 48 |
Bright Futures Wealth Management, LLC.
0.67% of their portfolio |
WEBSTER, NY 14580, NY |
24,52724.5k
$1.0m |
$1.0m |
0.67% |
Reduced
-2.9k |
-2,900 |
| 49 |
Savvy Advisors, Inc.
0.02% of their portfolio |
NEW YORK, NY |
24,31024.3k
$1.0m |
$1.0m |
0.02% |
Reduced
-821 |
-821 |
| 50 |
JOHNSON INVESTMENT COUNSEL INC
0.01% of their portfolio |
Cincinnati, OH |
23,01523.0k
$966.6k |
$966.6k |
0.01% |
Unchanged |
|
| 51 |
Institute for Wealth Management, LLC.
0.09% of their portfolio |
DENVER, CO |
22,95923.0k
$964.3k |
$964.3k |
0.09% |
Added
+7.5k |
+7,490 |
| 52 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
0.19% of their portfolio |
RICHMOND, VA |
22,70922.7k
$953.8k |
$953.8k |
0.19% |
New |
|
| 53 |
Farther Finance Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
22,63722.6k
$950.8k |
$950.8k |
0.01% |
Reduced
-2.3k |
-2,287 |
| 54 |
Embree Financial Group
0.09% of their portfolio |
Chicago, IL |
21,57021.6k
$905.9k |
$905.9k |
0.09% |
Added
+5.5k |
+5,535 |
| 55 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
21,49221.5k
$902.7k |
$902.7k |
0.01% |
Added
+11.8k |
+11,843 |
| 56 |
Hilltop Holdings Inc.
0.07% of their portfolio |
DALLAS, TX |
20,45120.5k
$858.9k |
$858.9k |
0.07% |
Reduced
-185 |
-185 |
| 57 |
Goldstone Financial Group, LLC
0.07% of their portfolio |
OAKBROOK TERRACE, IL |
19,25619.3k
$808.8k |
$808.8k |
0.07% |
Reduced
-1.3k |
-1,269 |
| 58 |
HBK Sorce Advisory LLC
0.01% of their portfolio |
ERIE, PA |
15,93215.9k
$682.5k |
$682.5k |
0.01% |
Added
+4.7k |
+4,656 |
| 59 |
Reliant Wealth Planning
0.17% of their portfolio |
LOUISVILLE, KY |
15,02815.0k
$631.2k |
$631.2k |
0.17% |
Added
+5.8k |
+5,787 |
| 60 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
14,68414.7k
$616.7k |
$616.7k |
0.00% |
New |
|
| 61 |
KINGSWOOD WEALTH ADVISORS, LLC
0.02% of their portfolio |
SAN DIEGO, CA |
13,73913.7k
$577.0k |
$577.0k |
0.02% |
Added
+3.7k |
+3,690 |
| 62 |
INTEGRITY ALLIANCE, LLC.
0.01% of their portfolio |
Urbandale, IA |
11,03311.0k
$463.4k |
$463.4k |
0.01% |
Added
+4.9k |
+4,882 |
| 63 |
UMB Bank, n.a.
0.01% of their portfolio |
Kansas City, MO |
10,80010.8k
$453.6k |
$453.6k |
0.01% |
Unchanged |
|
| 64 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
10,69710.7k
$449.3k |
$449.3k |
0.00% |
Added
+1.2k |
+1,163 |
| 65 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
10,48710.5k
$440.4k |
$440.4k |
0.01% |
Added
+2.1k |
+2,058 |
| 66 |
Sigma Planning Corp
0.01% of their portfolio |
ANN ARBOR, MI |
10,13510.1k
$425.7k |
$425.7k |
0.01% |
New |
|
| 67 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02% of their portfolio |
ORLANDO, FL |
8,9919.0k
$372.0k |
$372.0k |
0.02% |
New |
|
| 68 |
Strategic Wealth Partners, Ltd.
0.02% of their portfolio |
INDEPENDENCE, OH |
8,9338.9k
$375.2k |
$375.2k |
0.02% |
New |
|
| 69 |
Redwood Family Wealth LLC
0.33% of their portfolio |
ADDISON, TX |
8,7478.7k
$367.4k |
$367.4k |
0.33% |
Reduced
-460 |
-460 |
| 70 |
Atria Investments, Inc
0.00% of their portfolio |
Charlotte, NC |
8,5358.5k
$358.5k |
$358.5k |
0.00% |
Added
+1.8k |
+1,821 |
| 71 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
8,4178.4k
$353.5k |
$353.5k |
0.01% |
Added
+1.3k |
+1,332 |
| 72 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
8,3008.3k
$348.6k |
$348.6k |
0.00% |
New |
|
| 73 |
Marion Wealth Management
0.07% of their portfolio |
MONROEVILLE, PA |
7,8577.9k
$330.0k |
$330.0k |
0.07% |
Added
+2.1k |
+2,120 |
| 74 |
FLAGSTAR SECURITIES, INC
0.09% of their portfolio |
New York, NY |
7,3757.4k
$309.8k |
$309.8k |
0.09% |
New |
|
| 75 |
Tidemark, LLC
0.07% of their portfolio |
SAN DIEGO, CA |
7,0107.0k
$294.4k |
$294.4k |
0.07% |
Added
+222 |
+222 |
| 76 |
PFG Investments, LLC
0.01% of their portfolio |
WOODBURY, NY |
6,7576.8k
$283.8k |
$283.8k |
0.01% |
Reduced
-493 |
-493 |
| 77 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
6,7276.7k
$282.5k |
$282.5k |
0.00% |
New |
|
| 78 |
HighPoint Advisor Group LLC
0.01% of their portfolio |
DOWNERS GROVE, IL |
6,3776.4k
$267.8k |
$267.8k |
0.01% |
Added
+266 |
+266 |
| 79 |
LifeGoal Investments, LLC
0.12% of their portfolio |
SARATOGA SPRINGS, NY |
6,3136.3k
$265.1k |
$265.1k |
0.12% |
New |
|
| 80 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
6,1196.1k
$257.0k |
$257.0k |
0.00% |
Added
+6.1k |
+6,118 |
| 81 |
Capital Wealth Planning, LLC
0.00% of their portfolio |
NAPLES, FL |
5,7475.7k
$241.4k |
$241.4k |
0.00% |
New |
|
| 82 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
5,6495.6k
$237.3k |
$237.3k |
0.00% |
Reduced
-1 |
-1 |
| 83 |
BENJAMIN EDWARDS INC
0.00% of their portfolio |
Clayton, MO |
5,5095.5k
$231.4k |
$231.4k |
0.00% |
Added
+475 |
+475 |
| 84 |
Bison Wealth, LLC
0.02% of their portfolio |
ATLANTA, GA |
5,2375.2k
$220.9k |
$220.9k |
0.02% |
Added
+474 |
+474 |
| 85 |
MONECO ADVISORS, LLC
0.01% of their portfolio |
FAIRFIELD, CT |
5,1335.1k
$215.6k |
$215.6k |
0.01% |
New |
|
| 86 |
Brookstone Capital Management
0.00% of their portfolio |
WHEATON, IL |
5,0965.1k
$214.1k |
$214.1k |
0.00% |
New |
|
| 87 |
Mission Hills Financial Advisory, LLC
0.09% of their portfolio |
SAN DIEGO, CA |
5,0515.1k
$212.1k |
$212.1k |
0.09% |
New |
|
| 88 |
Avidian Wealth Enterprises, LLC
0.01% of their portfolio |
Houston, TX |
4,8504.8k
$203.7k |
$203.7k |
0.01% |
New |
|
| 89 |
Trexquant Investment LP
0.00% of their portfolio |
STAMFORD, CT |
4,8464.8k
$203.5k |
$203.5k |
0.00% |
New |
|
| 90 |
Clear Trail Advisors, LLC
0.03% of their portfolio |
HOUSTON, TX |
4,8394.8k
$203.2k |
$203.2k |
0.03% |
Reduced
-614 |
-614 |
| 91 |
PERRYMAN FINANCIAL ADVISORY INC /AD
0.03% of their portfolio |
DALLAS, TX |
4,7864.8k
$201.0k |
$201.0k |
0.03% |
New |
|
| 92 |
SIMPLEX TRADING, LLC
0.00% of their portfolio |
CHICAGO, IL |
3,8873.9k
$163.3k |
$163.3k |
0.00% |
Reduced
-2.5k |
-2,464 |
| 93 |
CENTAURUS FINANCIAL, INC.
0.01% of their portfolio |
ANAHEIM, CA |
3,8003.8k
$160.0k |
$160.0k |
0.01% |
Added
+258 |
+258 |
| 94 |
Pinnacle Bancorp, Inc.
0.04% of their portfolio |
BEATRICE, NE |
3,4283.4k
$144.0k |
$144.0k |
0.04% |
Unchanged |
|
| 95 |
AdvisorNet Financial, Inc
0.01% of their portfolio |
MINNETONKA, MN |
3,1253.1k
$131.2k |
$131.2k |
0.01% |
Unchanged |
|
| 96 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
2,4392.4k
$102.4k |
$102.4k |
0.00% |
Added
+1.4k |
+1,439 |
| 97 |
Noble Wealth Management PBC
0.04% of their portfolio |
GREENWOOD VILLAGE, CO |
2,1002.1k
$88.2k |
$88.2k |
0.04% |
New |
|
| 98 |
Wealth Enhancement Trust Services, Inc.
0.01% of their portfolio |
SIOUX FALLS, SD |
2,0002.0k
$84.0k |
$84.0k |
0.01% |
New |
|
| 99 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
1,8251.8k
$76.7k |
$76.7k |
0.00% |
Unchanged |
|
| 100 |
Ancora Advisors LLC
0.00% of their portfolio |
Cleveland, OH |
1,6041.6k
$67.4k |
$67.4k |
0.00% |
Reduced
-354 |
-354 |