| 1 |
ROBINSON CAPITAL MANAGEMENT, LLC
2.49% of their portfolio |
GROSSE POINTE FARMS, MI |
3,143,9113.1m
$5.6m |
$5.6m |
2.49% |
New |
|
| 2 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
2,517,6142.5m
$4.8m |
$4.8m |
0.00% |
Added
+1.9m |
+1,909,352 |
| 3 |
Invesco Ltd.
0.00% of their portfolio |
ATLANTA, GA |
1,192,8031.2m
$2.3m |
$2.3m |
0.00% |
Added
+203.0k |
+203,049 |
| 4 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
744,144744.1k
$1.4m |
$1.4m |
0.00% |
Reduced
-20.0k |
-19,962 |
| 5 |
Fiera Capital Corp
0.00% of their portfolio |
MONTREAL, A8 |
590,947590.9k
$1.1m |
$1.1m |
0.00% |
Reduced
-21.0k |
-21,036 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
583,794583.8k
$1.1m |
$1.1m |
0.00% |
Added
+21.6k |
+21,611 |
| 7 |
PARK AVENUE SECURITIES LLC
0.01% of their portfolio |
NEW YORK, NY |
513,395513.4k
$975.0k |
$975.0k |
0.01% |
Added
+19.9k |
+19,944 |
| 8 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
419,108419.1k
$796.3k |
$796.3k |
0.00% |
Reduced
-530.0k |
-529,977 |
| 9 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
396,620396.6k
$753.6k |
$753.6k |
0.00% |
Reduced
-19.2k |
-19,206 |
| 10 |
WOLVERINE ASSET MANAGEMENT LLC
0.01% of their portfolio |
CHICAGO, IL |
372,931372.9k
$708.6k |
$708.6k |
0.01% |
Added
+330.8k |
+330,761 |
| 11 |
First Western Trust Bank
0.02% of their portfolio |
Denver, CO |
250,000250.0k
$475.0k |
$475.0k |
0.02% |
Added
+200.0k |
+200,000 |
| 12 |
HARBOUR INVESTMENTS, INC.
0.01% of their portfolio |
MADISON, WI |
205,210205.2k
$389.9k |
$389.9k |
0.01% |
Added
+108.6k |
+108,557 |
| 13 |
Janney Montgomery Scott LLC
0.00% of their portfolio |
PHILADELPHIA, PA |
158,866158.9k
$302.0k |
$302.0k |
0.00% |
Added
+8.8k |
+8,837 |
| 14 |
SIT INVESTMENT ASSOCIATES INC
0.01% of their portfolio |
Minneapolis, MN |
151,465151.5k
$288.0k |
$288.0k |
0.01% |
Reduced
-92.8k |
-92,831 |
| 15 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
129,926129.9k
$247.0k |
$247.0k |
0.00% |
Reduced
-3.6k |
-3,582 |
| 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
121,540121.5k
$230.9k |
$230.9k |
0.00% |
New |
|
| 17 |
Collaborative Wealth Managment Inc.
0.10% of their portfolio |
LAKE MARY, FL |
110,898110.9k
$210.7k |
$210.7k |
0.10% |
Unchanged |
|
| 18 |
INTEGRATED CAPITAL MANAGEMENT, INC.
0.14% of their portfolio |
JESSUP, PA |
109,203109.2k
$207.5k |
$207.5k |
0.14% |
Reduced
-15.2k |
-15,201 |
| 19 |
Integrated Advisors Network LLC
0.01% of their portfolio |
DALLAS, TX |
97,38097.4k
$185.0k |
$185.0k |
0.01% |
Added
+54.9k |
+54,926 |
| 20 |
Joseph P. Lucia & Associates, LLC
0.07% of their portfolio |
Yorktown Heights, NY |
96,33596.3k
$183.0k |
$183.0k |
0.07% |
Unchanged |
|
| 21 |
Mutual Advisors, LLC
0.00% of their portfolio |
OMAHA, NE |
78,75878.8k
$149.6k |
$149.6k |
0.00% |
Added
+19 |
+19 |
| 22 |
Creative Planning
0.00% of their portfolio |
OVERLAND PARK, KS |
69,20869.2k
$131.5k |
$131.5k |
0.00% |
Reduced
-2.2k |
-2,169 |
| 23 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
62,38262.4k
$118.5k |
$118.5k |
0.00% |
Reduced
-46.8k |
-46,771 |
| 24 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
58,89558.9k
$111.9k |
$111.9k |
0.00% |
Reduced
-2.5k |
-2,500 |
| 25 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
53,26753.3k
$101.2k |
$101.2k |
0.00% |
Added
+35.4k |
+35,415 |
| 26 |
World Investment Advisors
0.00% of their portfolio |
LINCROFT, NJ |
52,87452.9k
$100.5k |
$100.5k |
0.00% |
New |
|
| 27 |
D.A. DAVIDSON & CO.
0.00% of their portfolio |
GREAT FALLS, MT |
43,76643.8k
$83.2k |
$83.2k |
0.00% |
Added
+86 |
+86 |
| 28 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
41,53041.5k
$78.9k |
$78.9k |
0.00% |
Reduced
-10.0k |
-10,025 |
| 29 |
Brookwood Investment Group LLC
0.01% of their portfolio |
PHOENIX, AZ |
40,09340.1k
$76.2k |
$76.2k |
0.01% |
Unchanged |
|
| 30 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
40,00040.0k
$76.0k |
$76.0k |
0.00% |
Unchanged |
|
| 31 |
VestGen Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
38,73538.7k
$68.6k |
$68.6k |
0.00% |
New |
|
| 32 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
37,29437.3k
$70.9k |
$70.9k |
0.00% |
Reduced
-5.1k |
-5,080 |
| 33 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
36,20836.2k
$68.8k |
$68.8k |
0.00% |
Added
+16.3k |
+16,257 |
| 34 |
IFG Advisory, LLC
0.19% of their portfolio |
ATLANTA, GA |
35,40035.4k
$67.3k |
$67.3k |
0.19% |
New |
|
| 35 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
34,17634.2k
$64.9k |
$64.9k |
0.00% |
Reduced
-14.3k |
-14,323 |
| 36 |
AMERIPRISE FINANCIAL INC
0.00% of their portfolio |
MINNEAPOLIS, MN |
33,93533.9k
$64.5k |
$64.5k |
0.00% |
Unchanged |
|
| 37 |
Integrity Advisory Solutions, LLC
0.01% of their portfolio |
DALLAS, TX |
33,76533.8k
$64.2k |
$64.2k |
0.01% |
Added
+7.3k |
+7,264 |
| 38 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
33,39033.4k
$63.4k |
$63.4k |
0.00% |
Reduced
-664 |
-664 |
| 39 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
31,22031.2k
$59.3k |
$59.3k |
0.00% |
Added
+19.8k |
+19,787 |
| 40 |
Equitable Holdings, Inc.
0.00% of their portfolio |
NEW YORK, NY |
29,23729.2k
$58.5k |
$58.5k |
0.00% |
Reduced
-44.2k |
-44,180 |
| 41 |
BOOTHBAY FUND MANAGEMENT, LLC
0.00% of their portfolio |
NEW YORK, NY |
29,23529.2k
$55.5k |
$55.5k |
0.00% |
Reduced
-9.4k |
-9,399 |
| 42 |
Winter & Associates, Inc.
0.04% of their portfolio |
ST. PAUL, MN |
26,25826.3k
$49.6k |
$49.6k |
0.04% |
Unchanged |
|
| 43 |
MELFA WEALTH MANAGEMENT, INC.
0.03% of their portfolio |
WESTBOROUGH, MA |
25,36325.4k
$48.2k |
$48.2k |
0.03% |
Unchanged |
|
| 44 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
25,00025.0k
$47.5k |
$47.5k |
0.00% |
Unchanged |
|
| 45 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
23,56023.6k
$44.8k |
$44.8k |
0.00% |
Unchanged |
|
| 46 |
PFG Investments, LLC
0.00% of their portfolio |
WOODBURY, NY |
22,63022.6k
$43.0k |
$43.0k |
0.00% |
Unchanged |
|
| 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.00% of their portfolio |
PLYMOUTH, MN |
22,50722.5k
$42.3k |
$42.3k |
0.00% |
Reduced
-3.4k |
-3,379 |
| 48 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
22,42622.4k
$42.6k |
$42.6k |
0.00% |
Unchanged |
|
| 49 |
WealthTrust Asset Management, LLC
0.02% of their portfolio |
Destin, FL |
21,72621.7k
$41.3k |
$41.3k |
0.02% |
New |
|
| 50 |
TWO SIGMA SECURITIES, LLC
0.00% of their portfolio |
NEW YORK, NY |
21,71321.7k
$41.3k |
$41.3k |
0.00% |
Reduced
-2.0k |
-2,044 |
| 51 |
Prospera Financial Services Inc
0.00% of their portfolio |
Dallas, TX |
20,00620.0k
$38.0k |
$38.0k |
0.00% |
Unchanged |
|
| 52 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
20,00020.0k
$38.0k |
$38.0k |
0.00% |
Unchanged |
|
| 53 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
19,90019.9k
$37.8k |
$37.8k |
0.00% |
Reduced
-15.5k |
-15,500 |
| 54 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
18,95519.0k
$36.0k |
$36.0k |
0.00% |
Unchanged |
|
| 55 |
Kovack Advisors, Inc.
0.00% of their portfolio |
FT. LAUDERDALE, FL |
16,40216.4k
$31.0k |
$31.0k |
0.00% |
New |
|
| 56 |
ADAPT WEALTH ADVISORS, LLC
0.01% of their portfolio |
ATLANTA, GA |
15,00015.0k
$28.5k |
$28.5k |
0.01% |
Unchanged |
|
| 57 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.00% of their portfolio |
CONCORD, MA |
13,08613.1k
$24.9k |
$24.9k |
0.00% |
Added
+309 |
+309 |
| 58 |
JOHNSON INVESTMENT COUNSEL INC
0.00% of their portfolio |
Cincinnati, OH |
12,00012.0k
$22.8k |
$22.8k |
0.00% |
New |
|
| 59 |
Trilogy Capital Inc.
0.00% of their portfolio |
IRVINE, CA |
11,30011.3k
$21.5k |
$21.5k |
0.00% |
Unchanged |
|
| 60 |
Garner Asset Management Corp
0.01% of their portfolio |
PLANO, TX |
10,68610.7k
$20.3k |
$20.3k |
0.01% |
Added
+63 |
+63 |
| 61 |
Vista Cima Wealth Management LLC
0.02% of their portfolio |
SURPRISE, AZ |
10,00010.0k
$19.0k |
$19.0k |
0.02% |
Unchanged |
|
| 62 |
Quaker Wealth Management, LLC
0.00% of their portfolio |
MOORESTOWN, NJ |
5,0005.0k
$9.5k |
$9.5k |
0.00% |
Unchanged |
|
| 63 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
5,0005.0k
$9.5k |
$9.5k |
0.00% |
Reduced
-15.0k |
-15,000 |
| 64 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
4,4904.5k
$8.5k |
$8.5k |
0.00% |
Unchanged |
|
| 65 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
2,2232.2k
$4.2k |
$4.2k |
0.00% |
Unchanged |
|
| 66 |
Anfield Capital Management, LLC
0.00% of their portfolio |
IRVINE, CA |
2,0742.1k
$3.9k |
$3.9k |
0.00% |
Unchanged |
|
| 67 |
EverSource Wealth Advisors, LLC
0.00% of their portfolio |
BIRMINGHAM, AL |
1,8661.9k
$3.5k |
$3.5k |
0.00% |
Added
+933 |
+933 |
| 68 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
1,8001.8k
$3.4k |
$3.4k |
0.00% |
Unchanged |
|
| 69 |
HIGHLINE WEALTH PARTNERS LLC
0.00% of their portfolio |
SHERMAN OAKS, CA |
1,4001.4k
$2.7k |
$2.7k |
0.00% |
Unchanged |
|
| 70 |
True Link Financial Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,3501.4k
$2.6k |
$2.6k |
0.00% |
New |
|
| 71 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
527527
$1.0k |
$1.0k |
0.00% |
New |
|
| 72 |
Medallion Wealth Advisors, LLC
0.00% of their portfolio |
FARMINGTON, CT |
4545
$86 |
$86 |
0.00% |
New |
|