| 1 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
8,410,8558.4m
$101.7m |
$101.7m |
0.01% |
Added
+407.8k |
+407,762 |
| 2 |
Advisors Asset Management, Inc.
0.24% of their portfolio |
Monument, CO |
1,301,4171.3m
$15.7m |
$15.7m |
0.24% |
Added
+140.3k |
+140,321 |
| 3 |
GUGGENHEIM CAPITAL LLC
0.10% of their portfolio |
CHICAGO, IL |
1,274,0631.3m
$15.4m |
$15.4m |
0.10% |
Added
+141.2k |
+141,215 |
| 4 |
Karpus Management, Inc.
0.42% of their portfolio |
Pittsford, NY |
1,206,7861.2m
$14.6m |
$14.6m |
0.42% |
Reduced
-5.0k |
-4,956 |
| 5 |
LAZARD ASSET MANAGEMENT LLC
0.02% of their portfolio |
NEW YORK, NY |
886,755886.8k
$10.7m |
$10.7m |
0.02% |
Unchanged |
|
| 6 |
Invesco Ltd.
0.00% of their portfolio |
ATLANTA, GA |
811,529811.5k
$9.8m |
$9.8m |
0.00% |
Added
+28.4k |
+28,375 |
| 7 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
674,791674.8k
$8.2m |
$8.2m |
0.00% |
Added
+28.9k |
+28,883 |
| 8 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
638,049638.0k
$7.7m |
$7.7m |
0.00% |
Reduced
-107.7k |
-107,704 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
521,982522.0k
$6.3m |
$6.3m |
0.00% |
Added
+32.5k |
+32,524 |
| 10 |
Allspring Global Investments Holdings, LLC
0.01% of their portfolio |
CHARLOTTE, NC |
459,281459.3k
$5.6m |
$5.6m |
0.01% |
Added
+56.5k |
+56,478 |
| 11 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
275,584275.6k
$3.3m |
$3.3m |
0.00% |
Added
+205.9k |
+205,885 |
| 12 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
261,365261.4k
$3.2m |
$3.2m |
0.00% |
Reduced
-1.8k |
-1,799 |
| 13 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
198,180198.2k
$2.4m |
$2.4m |
0.00% |
Reduced
-14.6k |
-14,560 |
| 14 |
Thrivent Financial for Lutherans
0.00% of their portfolio |
Minneapolis, MN |
175,264175.3k
$2.1m |
$2.1m |
0.00% |
Unchanged |
|
| 15 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
163,163163.2k
$2.0m |
$2.0m |
0.00% |
Added
+34.1k |
+34,083 |
| 16 |
Shaker Financial Services, LLC
0.60% of their portfolio |
Arlington, VA |
157,824157.8k
$1.9m |
$1.9m |
0.60% |
Reduced
-60.8k |
-60,836 |
| 17 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
154,756154.8k
$1.9m |
$1.9m |
0.00% |
Reduced
-32.5k |
-32,514 |
| 18 |
D.A. DAVIDSON & CO.
0.01% of their portfolio |
GREAT FALLS, MT |
148,917148.9k
$1.8m |
$1.8m |
0.01% |
Added
+905 |
+905 |
| 19 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
138,378138.4k
$1.7m |
$1.7m |
0.00% |
Added
+4.9k |
+4,921 |
| 20 |
&PARTNERS
0.01% of their portfolio |
NASHVILLE, TN |
137,577137.6k
$1.7m |
$1.7m |
0.01% |
Added
+22.9k |
+22,893 |
| 21 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
135,816135.8k
$1.6m |
$1.6m |
0.01% |
Added
+2.6k |
+2,559 |
| 22 |
EVOLVE PRIVATE WEALTH, LLC
0.07% of their portfolio |
LOS ANGELES, CA |
97,59297.6k
$1.2m |
$1.2m |
0.07% |
Reduced
-4.7k |
-4,674 |
| 23 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
96,85296.9k
$1.2m |
$1.2m |
0.00% |
Added
+81.6k |
+81,648 |
| 24 |
Centurion Wealth Management LLC
0.25% of their portfolio |
Mclean, VA |
86,56186.6k
$1.0m |
$1.0m |
0.25% |
Added
+19 |
+19 |
| 25 |
SAX WEALTH ADVISORS, LLC
0.04% of their portfolio |
PARSIPPANY, NJ |
85,27485.3k
$934.6k |
$934.6k |
0.04% |
Unchanged |
|
| 26 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
75,12875.1k
$908.3k |
$908.3k |
0.01% |
Added
+84 |
+84 |
| 27 |
AlphaCore Capital LLC
0.02% of their portfolio |
LA JOLLA, CA |
71,91571.9k
$869.4k |
$869.4k |
0.02% |
Added
+870 |
+870 |
| 28 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.11% of their portfolio |
BLUE BELL, PA |
70,45670.5k
$851.8k |
$851.8k |
0.11% |
Added
+5.9k |
+5,893 |
| 29 |
IHT Wealth Management, LLC
0.02% of their portfolio |
Chicago, IL |
69,54169.5k
$840.8k |
$840.8k |
0.02% |
Added
+2.0k |
+1,984 |
| 30 |
Stolper Co
0.21% of their portfolio |
TULSA, OK |
66,87066.9k
$808.0k |
$808.0k |
0.21% |
Reduced
-4.1k |
-4,087 |
| 31 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
66,37566.4k
$802.5k |
$802.5k |
0.00% |
Added
+4.3k |
+4,346 |
| 32 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
66,20166.2k
$800.4k |
$800.4k |
0.00% |
Reduced
-2.1k |
-2,068 |
| 33 |
LANARK FINANCIAL, INC.
0.05% of their portfolio |
BIRMINGHAM, AL |
62,75662.8k
$758.7k |
$758.7k |
0.05% |
Added
+4.5k |
+4,470 |
| 34 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
60,04560.0k
$725.9k |
$725.9k |
0.00% |
Reduced
-36.2k |
-36,208 |
| 35 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
52,40352.4k
$633.6k |
$633.6k |
0.00% |
Added
+26 |
+26 |
| 36 |
one8zero8, LLC
0.12% of their portfolio |
GREENSBORO, NC |
50,00050.0k
$604.5k |
$604.5k |
0.12% |
Unchanged |
|
| 37 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
49,87649.9k
$603.0k |
$603.0k |
0.00% |
Added
+10.5k |
+10,472 |
| 38 |
Closed-End Fund Advisors, Inc.
0.55% of their portfolio |
RICHMOND, VA |
46,69146.7k
$564.5k |
$564.5k |
0.55% |
Reduced
-2.5k |
-2,476 |
| 39 |
Avory & Company, LLC
0.70% of their portfolio |
MIAMI, FL |
46,19646.2k
$558.5k |
$558.5k |
0.70% |
Unchanged |
|
| 40 |
Dakota Wealth Management
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
41,89141.9k
$506.5k |
$506.5k |
0.01% |
Reduced
-2.9k |
-2,935 |
| 41 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
40,80240.8k
$493.3k |
$493.3k |
0.00% |
Added
+1.7k |
+1,659 |
| 42 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02% of their portfolio |
CEDAR RAPIDS, IA |
37,90537.9k
$458.3k |
$458.3k |
0.02% |
Reduced
-1.5k |
-1,525 |
| 43 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
35,40435.4k
$428.0k |
$428.0k |
0.01% |
Added
+5.5k |
+5,523 |
| 44 |
Abel Hall, LLC
0.07% of their portfolio |
BATON ROUGE, LA |
33,00033.0k
$399.0k |
$399.0k |
0.07% |
Unchanged |
|
| 45 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
32,74532.7k
$395.9k |
$395.9k |
0.00% |
Reduced
-3.7k |
-3,747 |
| 46 |
Blue Trust, Inc.
0.00% of their portfolio |
BRENTWOOD, TN |
32,19032.2k
$389.2k |
$389.2k |
0.00% |
Unchanged |
|
| 47 |
NWF Advisory Services Inc.
0.04% of their portfolio |
Los Angeles, CA |
31,66031.7k
$382.8k |
$382.8k |
0.04% |
Added
+300 |
+300 |
| 48 |
UHLMANN PRICE SECURITIES, LLC
0.01% of their portfolio |
SKOKIE, IL |
31,39631.4k
$379.6k |
$379.6k |
0.01% |
Added
+4.0k |
+4,038 |
| 49 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
29,91229.9k
$361.6k |
$361.6k |
0.00% |
Added
+539 |
+539 |
| 50 |
CHOREO, LLC
0.00% of their portfolio |
ROCKFORD, IL |
29,04529.0k
$351.2k |
$351.2k |
0.00% |
Reduced
-1.9k |
-1,919 |
| 51 |
Merit Financial Group, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
27,62627.6k
$334.0k |
$334.0k |
0.00% |
Added
+931 |
+931 |
| 52 |
CENTRAL TRUST Co
0.01% of their portfolio |
JEFFERSON CITY, MO |
27,00027.0k
$326.4k |
$326.4k |
0.01% |
Unchanged |
|
| 53 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
26,75426.8k
$323.5k |
$323.5k |
0.00% |
Added
+10 |
+10 |
| 54 |
XTX Topco Ltd
0.00% of their portfolio |
LONDON, X0 |
26,17126.2k
$316.4k |
$316.4k |
0.00% |
New |
|
| 55 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
25,10925.1k
$303.6k |
$303.6k |
0.00% |
First filing |
|
| 56 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
25,03825.0k
$302.7k |
$302.7k |
0.00% |
Added
+5.2k |
+5,204 |
| 57 |
Waverly Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
21,91721.9k
$265.0k |
$265.0k |
0.00% |
Reduced
-756 |
-756 |
| 58 |
INTEGRATED CAPITAL MANAGEMENT, INC.
0.17% of their portfolio |
JESSUP, PA |
20,57420.6k
$248.7k |
$248.7k |
0.17% |
Reduced
-4.3k |
-4,337 |
| 59 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
19,30419.3k
$233.4k |
$233.4k |
0.00% |
Reduced
-2.1k |
-2,108 |
| 60 |
ACCREDITED INVESTOR SERVICES, LLC
0.13% of their portfolio |
ST. CLOUD, MN |
18,75218.8k
$226.7k |
$226.7k |
0.13% |
Added
+69 |
+69 |
| 61 |
LEVEL FOUR ADVISORY SERVICES, LLC
0.01% of their portfolio |
DALLAS, TX |
18,43918.4k
$222.8k |
$222.8k |
0.01% |
Added
+7.9k |
+7,857 |
| 62 |
Kovack Advisors, Inc.
0.01% of their portfolio |
FT. LAUDERDALE, FL |
18,22518.2k
$220.2k |
$220.2k |
0.01% |
Unchanged |
|
| 63 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
17,80817.8k
$215.3k |
$215.3k |
0.00% |
Unchanged |
|
| 64 |
ASHTON THOMAS SECURITIES, LLC
0.03% of their portfolio |
ROCHESTER, NY |
17,75017.8k
$214.6k |
$214.6k |
0.03% |
Unchanged |
|
| 65 |
Snowden Capital Advisors LLC
0.01% of their portfolio |
New York, NY |
17,68617.7k
$213.8k |
$213.8k |
0.01% |
Added
+169 |
+169 |
| 66 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
16,21116.2k
$196.0k |
$196.0k |
0.00% |
Added
+1.1k |
+1,126 |
| 67 |
READYSTATE ASSET MANAGEMENT LP
0.01% of their portfolio |
CHICAGO, IL |
15,20915.2k
$183.9k |
$183.9k |
0.01% |
New |
|
| 68 |
Moors & Cabot, Inc.
0.01% of their portfolio |
BOSTON, MA |
14,98215.0k
$181.1k |
$181.1k |
0.01% |
Added
+113 |
+113 |
| 69 |
Founders Financial Alliance, LLC
0.02% of their portfolio |
RALEIGH, NC |
14,22914.2k
$172.0k |
$172.0k |
0.02% |
Added
+24 |
+24 |
| 70 |
PMG Family Office LLC
0.16% of their portfolio |
PLANO, TX |
14,06214.1k
$170.0k |
$170.0k |
0.16% |
Added
+273 |
+273 |
| 71 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
13,62313.6k
$167.3k |
$167.3k |
0.00% |
Reduced
-111 |
-111 |
| 72 |
HOLLENCREST CAPITAL MANAGEMENT
0.01% of their portfolio |
NEWPORT BEACH, CA |
13,56913.6k
$164.0k |
$164.0k |
0.01% |
Unchanged |
|
| 73 |
DECISION INVESTMENTS, INC
0.15% of their portfolio |
SAN DIEGO, CA |
13,35013.3k
$161.4k |
$161.4k |
0.15% |
Unchanged |
|
| 74 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
13,10213.1k
$158.4k |
$158.4k |
0.00% |
Added
+51 |
+51 |
| 75 |
Signal Advisors Wealth, LLC
0.01% of their portfolio |
DETROIT, MI |
12,65612.7k
$153.0k |
$153.0k |
0.01% |
New |
|
| 76 |
MERCER GLOBAL ADVISORS INC /ADV
0.00% of their portfolio |
DENVER, CO |
12,53012.5k
$151.5k |
$151.5k |
0.00% |
New |
|
| 77 |
Ballast Rock Private Wealth LLC
0.07% of their portfolio |
CHARLESTON, SC |
12,34612.3k
$149.3k |
$149.3k |
0.07% |
Unchanged |
|
| 78 |
AXXCESS WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
CARLSBAD, CA |
12,08812.1k
$146.1k |
$146.1k |
0.00% |
New |
|
| 79 |
WEDBUSH SECURITIES INC
0.00% of their portfolio |
PASADENA, CA |
11,59811.6k
$140.0k |
$140.0k |
0.00% |
Reduced
-1.1k |
-1,144 |
| 80 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
11,46711.5k
$138.6k |
$138.6k |
0.00% |
Added
+876 |
+876 |
| 81 |
COMMERCE BANK
0.00% of their portfolio |
KANSAS CITY, MO |
11,32911.3k
$137.0k |
$137.0k |
0.00% |
Unchanged |
|
| 82 |
SPIREPOINT PRIVATE CLIENT, LLC
0.01% of their portfolio |
VERO BEACH, FL |
11,15611.2k
$134.9k |
$134.9k |
0.01% |
Unchanged |
|
| 83 |
Kingsview Wealth Management, LLC
0.00% of their portfolio |
GRANTS PASS, OR |
10,06510.1k
$121.7k |
$121.7k |
0.00% |
Unchanged |
|
| 84 |
Modern Wealth Management, LLC
0.00% of their portfolio |
KANSAS CITY, MO |
10,02910.0k
$121.3k |
$121.3k |
0.00% |
Unchanged |
|
| 85 |
Pacific Wealth Strategies Group, Inc.
0.07% of their portfolio |
SANTA BARBARA, CA |
10,00010.0k
$120.9k |
$120.9k |
0.07% |
Unchanged |
|
| 86 |
Pinnacle Wealth Planning Services, Inc.
0.01% of their portfolio |
MANSFIELD, OH |
8,5298.5k
$103.1k |
$103.1k |
0.01% |
Added
+167 |
+167 |
| 87 |
VSM Wealth Advisory, LLC
0.03% of their portfolio |
HUNT VALLEY, MD |
8,4318.4k
$101.9k |
$101.9k |
0.03% |
Unchanged |
|
| 88 |
Jackson, Grant Investment Advisers, Inc.
0.03% of their portfolio |
STAMFORD, CT |
7,3657.4k
$89.0k |
$89.0k |
0.03% |
Unchanged |
|
| 89 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
5,0675.1k
$61.3k |
$61.3k |
0.00% |
Unchanged |
|
| 90 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
4,6224.6k
$55.9k |
$55.9k |
0.00% |
Unchanged |
|
| 91 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
4,4074.4k
$53.3k |
$53.3k |
0.00% |
Unchanged |
|
| 92 |
WPG Advisers, LLC
0.03% of their portfolio |
BALTIMORE, MD |
3,7663.8k
$45.5k |
$45.5k |
0.03% |
Added
+67 |
+67 |
| 93 |
Allied Private Wealth LLC
0.03% of their portfolio |
BOCA RATON, FL |
3,3683.4k
$40.9k |
$40.9k |
0.03% |
First filing |
|
| 94 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
3,0753.1k
$37.2k |
$37.2k |
0.00% |
Unchanged |
|
| 95 |
Colonial Trust Co / SC
0.00% of their portfolio |
SPARTANBURG, SC |
2,1682.2k
$26.0k |
$26.0k |
0.00% |
Unchanged |
|
| 96 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
1,9832.0k
$24.0k |
$24.0k |
0.00% |
Unchanged |
|
| 97 |
Crews Bank & Trust
0.00% of their portfolio |
PORT CHARLOTTE, FL |
1,7601.8k
$21.3k |
$21.3k |
0.00% |
Unchanged |
|
| 98 |
Pinnacle Bancorp, Inc.
0.00% of their portfolio |
BEATRICE, NE |
1,5001.5k
$18.1k |
$18.1k |
0.00% |
Unchanged |
|
| 99 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,4061.4k
$17.0k |
$17.0k |
0.00% |
Unchanged |
|
| 100 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
1,3001.3k
$15.7k |
$15.7k |
0.00% |
New |
|