| 1 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
5,635,1445.6m
$65.0m |
$65.0m |
0.00% |
Added
+634.1k |
+634,069 |
| 2 |
LPL Financial LLC
0.01% of their portfolio |
FORT MILL, SC |
3,215,8213.2m
$37.1m |
$37.1m |
0.01% |
Added
+165.6k |
+165,605 |
| 3 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
2,239,5922.2m
$25.8m |
$25.8m |
0.03% |
Added
+1.2m |
+1,204,905 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
1,336,2581.3m
$15.4m |
$15.4m |
0.00% |
Added
+632.1k |
+632,137 |
| 5 |
OSAIC HOLDINGS, INC.
0.02% of their portfolio |
SCOTTSDALE, AZ |
1,334,3971.3m
$15.4m |
$15.4m |
0.02% |
Added
+125.8k |
+125,834 |
| 6 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
858,891858.9k
$9.9m |
$9.9m |
0.00% |
Added
+208.2k |
+208,192 |
| 7 |
NWF Advisory Services Inc.
0.77% of their portfolio |
Los Angeles, CA |
714,145714.1k
$8.2m |
$8.2m |
0.77% |
Added
+42.2k |
+42,200 |
| 8 |
Thrive Capital Management, LLC
1.22% of their portfolio |
FORT WASHINGTON, PA |
562,491562.5k
$6.5m |
$6.5m |
1.22% |
Added
+22.5k |
+22,536 |
| 9 |
Intrua Financial, LLC
0.47% of their portfolio |
Houston, TX |
426,913426.9k
$4.9m |
$4.9m |
0.47% |
Added
+11.7k |
+11,658 |
| 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.29% of their portfolio |
ORLANDO, FL |
418,945418.9k
$4.8m |
$4.8m |
0.29% |
Added
+47.6k |
+47,599 |
| 11 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
408,072408.1k
$4.7m |
$4.7m |
0.00% |
Added
+46.5k |
+46,527 |
| 12 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
271,786271.8k
$3.1m |
$3.1m |
0.00% |
Added
+29.4k |
+29,417 |
| 13 |
WEDBUSH SECURITIES INC
0.08% of their portfolio |
PASADENA, CA |
266,953267.0k
$3.1m |
$3.1m |
0.08% |
Added
+30.4k |
+30,420 |
| 14 |
Larson Financial Group LLC
0.07% of their portfolio |
ST LOUIS, MO |
242,566242.6k
$2.8m |
$2.8m |
0.07% |
Added
+19.1k |
+19,073 |
| 15 |
PRINCIPAL SECURITIES, INC.
0.03% of their portfolio |
DES MOINES, IA |
217,081217.1k
$2.5m |
$2.5m |
0.03% |
Added
+30.2k |
+30,206 |
| 16 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
216,316216.3k
$2.5m |
$2.5m |
0.00% |
Added
+79.6k |
+79,614 |
| 17 |
Kestra Advisory Services, LLC
0.01% of their portfolio |
AUSTIN, TX |
190,451190.5k
$2.2m |
$2.2m |
0.01% |
Added
+2.3k |
+2,327 |
| 18 |
Independent Wealth Network Inc.
0.55% of their portfolio |
URBANDALE, IA |
187,920187.9k
$2.2m |
$2.2m |
0.55% |
Added
+5.7k |
+5,703 |
| 19 |
World Investment Advisors
0.03% of their portfolio |
LINCROFT, NJ |
186,847186.8k
$2.1m |
$2.1m |
0.03% |
Reduced
-44 |
-44 |
| 20 |
CreativeOne Wealth, LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
155,196155.2k
$1.8m |
$1.8m |
0.04% |
Added
+18.3k |
+18,333 |
| 21 |
LJI Wealth Management, LLC
0.24% of their portfolio |
INDIANAPOLIS, IN |
148,139148.1k
$1.7m |
$1.7m |
0.24% |
Reduced
-1.6m |
-1,631,445 |
| 22 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
125,508125.5k
$1.4m |
$1.4m |
0.05% |
New |
|
| 23 |
J.W. COLE ADVISORS, INC.
0.02% of their portfolio |
TAMPA, FL |
112,350112.3k
$1.3m |
$1.3m |
0.02% |
Reduced
-1.3k |
-1,279 |
| 24 |
SEAVIEW INVESTMENT MANAGERS LLC
0.36% of their portfolio |
MIAMI, FL |
105,335105.3k
$1.2m |
$1.2m |
0.36% |
Added
+33.3k |
+33,343 |
| 25 |
Ausdal Financial Partners, Inc.
0.04% of their portfolio |
Davenport, IA |
95,43795.4k
$1.1m |
$1.1m |
0.04% |
Added
+1.9k |
+1,933 |
| 26 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
93,25093.2k
$1.1m |
$1.1m |
0.00% |
Reduced
-3.7k |
-3,700 |
| 27 |
First Heartland Consultants, Inc.
0.06% of their portfolio |
LAKE ST. LOUIS, MO |
74,78874.8k
$862.3k |
$862.3k |
0.06% |
Added
+6.7k |
+6,725 |
| 28 |
PFG Investments, LLC
0.03% of their portfolio |
WOODBURY, NY |
67,62967.6k
$779.8k |
$779.8k |
0.03% |
Added
+2.1k |
+2,102 |
| 29 |
CENTAURUS FINANCIAL, INC.
0.03% of their portfolio |
ANAHEIM, CA |
64,10364.1k
$739.0k |
$739.0k |
0.03% |
Added
+22.3k |
+22,298 |
| 30 |
Brookstone Capital Management
0.01% of their portfolio |
WHEATON, IL |
61,14061.1k
$704.9k |
$704.9k |
0.01% |
Added
+2.2k |
+2,192 |
| 31 |
Ignite Planners, LLC
0.10% of their portfolio |
SAN CLEMENTE, CA |
60,75360.8k
$700.5k |
$700.5k |
0.10% |
Added
+5.3k |
+5,282 |
| 32 |
Oakmont Advisory Group, LLC
0.58% of their portfolio |
ALBUQUERQUE, NM |
59,85059.9k
$690.1k |
$690.1k |
0.58% |
Added
+2.1k |
+2,092 |
| 33 |
Jefferies Financial Group Inc.
0.01% of their portfolio |
NEW YORK, NY |
49,49449.5k
$570.7k |
$570.7k |
0.01% |
New |
|
| 34 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
43,90643.9k
$506.2k |
$506.2k |
0.00% |
Added
+1.6k |
+1,603 |
| 35 |
Bison Wealth, LLC
0.05% of their portfolio |
ATLANTA, GA |
42,93742.9k
$494.6k |
$494.6k |
0.05% |
Reduced
-1.4k |
-1,408 |
| 36 |
Strategic Financial Concepts, LLC
0.14% of their portfolio |
SAN ANTONIO, TX |
41,75041.8k
$481.4k |
$481.4k |
0.14% |
Added
+1.9k |
+1,900 |
| 37 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
41,61041.6k
$479.8k |
$479.8k |
0.00% |
Reduced
-17.4k |
-17,404 |
| 38 |
INDEPENDENT FINANCIAL GROUP, LLC
0.01% of their portfolio |
SAN DIEGO, CA |
41,35041.4k
$476.8k |
$476.8k |
0.01% |
Unchanged |
|
| 39 |
SBI Securities Co., Ltd.
0.01% of their portfolio |
TOKYO, M0 |
39,93039.9k
$460.4k |
$460.4k |
0.01% |
Added
+2.3k |
+2,255 |
| 40 |
Allied Private Wealth LLC
0.29% of their portfolio |
BOCA RATON, FL |
39,16439.2k
$450.0k |
$450.0k |
0.29% |
First filing |
|
| 41 |
FOUNDERS FINANCIAL SECURITIES LLC
0.02% of their portfolio |
TOWSON, MD |
36,85936.9k
$425.0k |
$425.0k |
0.02% |
Added
+285 |
+285 |
| 42 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
33,70833.7k
$388.0k |
$388.0k |
0.00% |
Added
+22.1k |
+22,128 |
| 43 |
ODonnell Financial Services, LLC
0.11% of their portfolio |
SAN RAFAEL, CA |
33,42133.4k
$385.3k |
$385.3k |
0.11% |
Added
+20.5k |
+20,463 |
| 44 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
33,15033.1k
$382.2k |
$382.2k |
0.01% |
Added
+3.3k |
+3,335 |
| 45 |
NICOLET BANKSHARES INC
0.01% of their portfolio |
GREEN BAY, WI |
31,88331.9k
$367.3k |
$367.3k |
0.01% |
New |
|
| 46 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
27,36927.4k
$315.6k |
$315.6k |
0.00% |
Reduced
-12.4k |
-12,397 |
| 47 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
23,73423.7k
$274.0k |
$274.0k |
0.00% |
Added
+846 |
+846 |
| 48 |
Sage Capital Management, LLC
0.11% of their portfolio |
Stockton, NJ |
23,50023.5k
$271.0k |
$271.0k |
0.11% |
Added
+12.5k |
+12,500 |
| 49 |
MONEY CONCEPTS CAPITAL CORP
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
23,40823.4k
$269.9k |
$269.9k |
0.01% |
Reduced
-150 |
-150 |
| 50 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
21,49021.5k
$247.8k |
$247.8k |
0.00% |
Added
+518 |
+518 |
| 51 |
RMR Wealth Builders
0.02% of their portfolio |
Montclair, NJ |
20,95121.0k
$244.1k |
$244.1k |
0.02% |
New |
|
| 52 |
Oxinas Partners, LLC
0.09% of their portfolio |
JEFFERSONVILLE, IN |
20,09420.1k
$231.7k |
$231.7k |
0.09% |
Unchanged |
|
| 53 |
Simplicity Wealth,LLC
0.01% of their portfolio |
SUMMIT, NJ |
19,95720.0k
$230.1k |
$230.1k |
0.01% |
New |
|
| 54 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
18,35218.4k
$211.6k |
$211.6k |
0.00% |
Added
+332 |
+332 |
| 55 |
Arkadios Wealth Advisors
0.00% of their portfolio |
ATLANTA, GA |
17,70117.7k
$204.1k |
$204.1k |
0.00% |
Reduced
-1.3k |
-1,281 |
| 56 |
Samalin Investment Counsel, LLC
0.06% of their portfolio |
CHAPPAQUA, NY |
17,61517.6k
$203.1k |
$203.1k |
0.06% |
Reduced
-875 |
-875 |
| 57 |
Regal Investment Advisors LLC
0.01% of their portfolio |
KENTWOOD, MI |
16,65216.7k
$192.0k |
$192.0k |
0.01% |
Reduced
-429 |
-429 |
| 58 |
Concurrent Investment Advisors, LLC
0.00% of their portfolio |
Tampa, FL |
16,43816.4k
$189.5k |
$189.5k |
0.00% |
Added
+1.8k |
+1,824 |
| 59 |
Golden State Wealth Management, LLC
0.02% of their portfolio |
SANTA ANA, CA |
16,00716.0k
$184.6k |
$184.6k |
0.02% |
Added
+57 |
+57 |
| 60 |
McAdam, LLC
0.01% of their portfolio |
Philadelphia, PA |
15,39415.4k
$177.5k |
$177.5k |
0.01% |
Added
+2.6k |
+2,633 |
| 61 |
Tidemark, LLC
0.04% of their portfolio |
SAN DIEGO, CA |
15,27615.3k
$176.1k |
$176.1k |
0.04% |
Added
+587 |
+587 |
| 62 |
Advisory Services Network, LLC
0.00% of their portfolio |
ATLANTA, GA |
15,26015.3k
$175.9k |
$175.9k |
0.00% |
Reduced
-46 |
-46 |
| 63 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
14,45814.5k
$166.7k |
$166.7k |
0.00% |
New |
|
| 64 |
Key Client Fiduciary Advisors, LLC
0.05% of their portfolio |
Fairfield, NJ |
14,06614.1k
$162.2k |
$162.2k |
0.05% |
Added
+186 |
+186 |
| 65 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.00% of their portfolio |
DALLAS, TX |
12,36812.4k
$142.6k |
$142.6k |
0.00% |
New |
|
| 66 |
CERTIOR FINANCIAL GROUP, LLC
0.08% of their portfolio |
KING OF PRUSSIA, PA |
12,23312.2k
$141.0k |
$141.0k |
0.08% |
Reduced
-1.8k |
-1,755 |
| 67 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
11,06911.1k
$127.0k |
$127.0k |
0.00% |
New |
|
| 68 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
10,77710.8k
$124.3k |
$124.3k |
0.00% |
New |
|
| 69 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
10,70610.7k
$123.4k |
$123.4k |
0.00% |
New |
|
| 70 |
Continuum Advisory, LLC
0.01% of their portfolio |
EAGLE, ID |
10,60510.6k
$122.3k |
$122.3k |
0.01% |
Unchanged |
|
| 71 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
10,47510.5k
$120.8k |
$120.8k |
0.00% |
Unchanged |
|
| 72 |
INTEGRITY ALLIANCE, LLC.
0.00% of their portfolio |
Urbandale, IA |
10,31410.3k
$118.9k |
$118.9k |
0.00% |
Reduced
-124 |
-124 |
| 73 |
LaSalle St. Investment Advisors, LLC
0.01% of their portfolio |
ELMHURST, IL |
10,00010.0k
$115.3k |
$115.3k |
0.01% |
Unchanged |
|
| 74 |
Triumph Capital Management
0.02% of their portfolio |
DENVER, CO |
7,5277.5k
$86.8k |
$86.8k |
0.02% |
Reduced
-400 |
-400 |
| 75 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
7,0877.1k
$81.7k |
$81.7k |
0.00% |
Added
+100 |
+100 |
| 76 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
4,9885.0k
$57.5k |
$57.5k |
0.00% |
Added
+2.3k |
+2,277 |
| 77 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
3,5093.5k
$40.5k |
$40.5k |
0.00% |
Added
+60 |
+60 |
| 78 |
WHITTIER TRUST CO OF NEVADA INC
0.00% of their portfolio |
RENO, NV |
3,0003.0k
$34.6k |
$34.6k |
0.00% |
Unchanged |
|
| 79 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
2,4252.4k
$28.0k |
$28.0k |
0.00% |
Unchanged |
|
| 80 |
Founders Financial Alliance, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,4081.4k
$16.2k |
$16.2k |
0.00% |
New |
|
| 81 |
Atlantic Union Bankshares Corp
0.00% of their portfolio |
GLEN ALLEN, VA |
1,4001.4k
$16.1k |
$16.1k |
0.00% |
Unchanged |
|
| 82 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
1,0001.0k
$11.5k |
$11.5k |
0.00% |
Unchanged |
|
| 83 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
1,0001.0k
$11.5k |
$11.5k |
0.00% |
Reduced
-412 |
-412 |
| 84 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
975975
$11.2k |
$11.2k |
0.00% |
Unchanged |
|
| 85 |
Strategic Wealth Partners, Ltd.
0.00% of their portfolio |
INDEPENDENCE, OH |
900900
$10.4k |
$10.4k |
0.00% |
Unchanged |
|
| 86 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
330330
$3.8k |
$3.8k |
0.00% |
Unchanged |
|
| 87 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
264264
$3.0k |
$3.0k |
0.00% |
New |
|
| 88 |
HIGHLINE WEALTH PARTNERS LLC
0.00% of their portfolio |
SHERMAN OAKS, CA |
250250
$2.9k |
$2.9k |
0.00% |
Unchanged |
|
| 89 |
SIMPLEX TRADING, LLC
0.00% of their portfolio |
CHICAGO, IL |
172172
$2.0k |
$2.0k |
0.00% |
Reduced
-286 |
-286 |
| 90 |
LifeSteps Financial, Inc.
0.00% of their portfolio |
CLAREMONT, CA |
110110
$1.3k |
$1.3k |
0.00% |
New |
|
| 91 |
Key Capital Management, INC
0.00% of their portfolio |
HENDERSONVILLE, TN 37075, TN |
100100
$1.2k |
$1.2k |
0.00% |
New |
|
| 92 |
Financial Network Wealth Advisors LLC
0.00% of their portfolio |
MURRAY, UT |
5757
$661 |
$661 |
0.00% |
Added
+1 |
+1 |