| 1 |
EARNED WEALTH ADVISORS, LLC
1.11% of their portfolio |
WALNUT CREEK, CA |
175,744175.7k
$17.2m |
$17.2m |
1.11% |
Reduced
-6.3k |
-6,339 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
151,624151.6k
$14.8m |
$14.8m |
0.00% |
Reduced
-2.8k |
-2,815 |
| 3 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
144,542144.5k
$14.1m |
$14.1m |
0.00% |
Reduced
-6.5k |
-6,481 |
| 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01% of their portfolio |
BALA CYNWYD, PA |
61,52461.5k
$6.0m |
$6.0m |
0.01% |
Added
+15.6k |
+15,645 |
| 5 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
58,35658.4k
$5.7m |
$5.7m |
0.00% |
Reduced
-17.7k |
-17,714 |
| 6 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
54,17254.2k
$5.3m |
$5.3m |
0.00% |
Reduced
-132.5k |
-132,472 |
| 7 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
47,59847.6k
$4.6m |
$4.6m |
0.00% |
Added
+13.0k |
+12,955 |
| 8 |
Proactive Wealth Strategies LLC
0.68% of their portfolio |
MARIETTA, GA |
43,37043.4k
$4.2m |
$4.2m |
0.68% |
Reduced
-2.7k |
-2,677 |
| 9 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
37,34137.3k
$3.6m |
$3.6m |
0.00% |
Reduced
-4.2k |
-4,179 |
| 10 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
36,62136.6k
$3.6m |
$3.6m |
0.00% |
Reduced
-1.1k |
-1,100 |
| 11 |
GTS SECURITIES LLC
0.07% of their portfolio |
NEW YORK, NY |
32,75432.8k
$3.2m |
$3.2m |
0.07% |
Unchanged |
|
| 12 |
Janney Montgomery Scott LLC
0.01% of their portfolio |
PHILADELPHIA, PA |
28,71928.7k
$2.8m |
$2.8m |
0.01% |
Reduced
-317 |
-317 |
| 13 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
28,51628.5k
$2.8m |
$2.8m |
0.00% |
Added
+2.3k |
+2,317 |
| 14 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
25,17025.2k
$2.5m |
$2.5m |
0.00% |
Added
+13.3k |
+13,287 |
| 15 |
BostonPremier Wealth LLC
0.94% of their portfolio |
HANOVER, MA |
22,73922.7k
$2.2m |
$2.2m |
0.94% |
Added
+245 |
+245 |
| 16 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
19,55019.6k
$1.9m |
$1.9m |
0.00% |
Added
+13.8k |
+13,809 |
| 17 |
Steward Partners Investment Advisory, LLC
0.01% of their portfolio |
STAMFORD, CT |
17,19817.2k
$1.7m |
$1.7m |
0.01% |
Added
+1.1k |
+1,129 |
| 18 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
16,57416.6k
$1.6m |
$1.6m |
0.00% |
Reduced
-573 |
-573 |
| 19 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
13,15113.2k
$1.3m |
$1.3m |
0.00% |
Added
+38 |
+38 |
| 20 |
STIFEL FINANCIAL CORP
0.00% of their portfolio |
ST. LOUIS, MO |
12,24812.2k
$1.2m |
$1.2m |
0.00% |
Reduced
-341 |
-341 |
| 21 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
12,23812.2k
$1.2m |
$1.2m |
0.00% |
Reduced
-2.7k |
-2,698 |
| 22 |
Paragon Private Wealth Management, LLC
0.31% of their portfolio |
LEXINGTON, KY |
11,99112.0k
$1.2m |
$1.2m |
0.31% |
Added
+13 |
+13 |
| 23 |
Arkadios Wealth Advisors
0.01% of their portfolio |
ATLANTA, GA |
8,6498.6k
$844.2k |
$844.2k |
0.01% |
Reduced
-2.9k |
-2,871 |
| 24 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
7,6147.6k
$743.2k |
$743.2k |
0.01% |
Reduced
-4.5k |
-4,501 |
| 25 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
7,0757.1k
$690.6k |
$690.6k |
0.00% |
Reduced
-86.4k |
-86,438 |
| 26 |
Baird Financial Group, Inc.
0.00% of their portfolio |
MILWAUKEE, WI |
6,4806.5k
$632.5k |
$632.5k |
0.00% |
Reduced
-741 |
-741 |
| 27 |
Regal Investment Advisors LLC
0.03% of their portfolio |
KENTWOOD, MI |
6,4606.5k
$630.6k |
$630.6k |
0.03% |
Reduced
-1.2k |
-1,230 |
| 28 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
6,2926.3k
$614.2k |
$614.2k |
0.00% |
Reduced
-4.7k |
-4,736 |
| 29 |
Kesler, Norman & Wride, LLC
0.09% of their portfolio |
OGDEN, UT |
5,5035.5k
$537.1k |
$537.1k |
0.09% |
Reduced
-206 |
-206 |
| 30 |
HFG Advisors, Inc.
0.31% of their portfolio |
CINCINATTI, OH |
5,1115.1k
$498.9k |
$498.9k |
0.31% |
Added
+2 |
+2 |
| 31 |
Sound Income Strategies, LLC
0.02% of their portfolio |
FT LAUDERDALE, FL |
4,5214.5k
$441.4k |
$441.4k |
0.02% |
Reduced
-97 |
-97 |
| 32 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
4,5084.5k
$442.6k |
$442.6k |
0.00% |
Reduced
-2.9k |
-2,942 |
| 33 |
TWO SIGMA SECURITIES, LLC
0.03% of their portfolio |
NEW YORK, NY |
3,9774.0k
$388.2k |
$388.2k |
0.03% |
Added
+338 |
+338 |
| 34 |
EQUITABLE TRUST CO
0.01% of their portfolio |
NASHVILLE, TN |
3,6003.6k
$351.4k |
$351.4k |
0.01% |
Unchanged |
|
| 35 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
3,5773.6k
$349.1k |
$349.1k |
0.00% |
Reduced
-46 |
-46 |
| 36 |
HARMONY ASSET MANAGEMENT LLC
0.08% of their portfolio |
SCOTTSDALE, AZ |
3,2063.2k
$313.0k |
$313.0k |
0.08% |
Added
+49 |
+49 |
| 37 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
3,0493.0k
$297.6k |
$297.6k |
0.00% |
Added
+28 |
+28 |
| 38 |
OneDigital Investment Advisors LLC
0.00% of their portfolio |
OVERLAND PARK, KS |
2,9342.9k
$286.4k |
$286.4k |
0.00% |
Reduced
-2 |
-2 |
| 39 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
2,5982.6k
$253.6k |
$253.6k |
0.00% |
Reduced
-818 |
-818 |
| 40 |
INDEPENDENT FINANCIAL GROUP, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
2,5772.6k
$251.6k |
$251.6k |
0.00% |
Reduced
-20 |
-20 |
| 41 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.00% of their portfolio |
AUSTIN, TX |
2,5512.6k
$249.0k |
$249.0k |
0.00% |
Added
+1 |
+1 |
| 42 |
Kraft, Davis & Associates, LLC
0.04% of their portfolio |
St. Louis, MO |
2,1662.2k
$214.5k |
$214.5k |
0.04% |
Unchanged |
|
| 43 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01% of their portfolio |
ORLANDO, FL |
2,0802.1k
$204.9k |
$204.9k |
0.01% |
Unchanged |
|
| 44 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
2,0032.0k
$195.9k |
$195.9k |
0.00% |
Reduced
-290 |
-290 |
| 45 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
1,1241.1k
$109.7k |
$109.7k |
0.00% |
Unchanged |
|
| 46 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
1,0001.0k
$97.7k |
$97.7k |
0.00% |
Reduced
-861 |
-861 |
| 47 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
906906
$88.4k |
$88.4k |
0.00% |
Unchanged |
|
| 48 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
746746
$72.8k |
$72.8k |
0.00% |
Reduced
-18 |
-18 |
| 49 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
703703
$68.6k |
$68.6k |
0.00% |
First filing |
|
| 50 |
HARBOR INVESTMENT ADVISORY, LLC
0.00% of their portfolio |
LUTHERVILLE, MD |
641641
$62.6k |
$62.6k |
0.00% |
Unchanged |
|
| 51 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
290290
$28.2k |
$28.2k |
0.00% |
New |
|
| 52 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
269269
$26.3k |
$26.3k |
0.00% |
Unchanged |
|
| 53 |
Providence Capital Advisors, LLC
0.00% of their portfolio |
CHARLOTTE, NC |
249249
$24.3k |
$24.3k |
0.00% |
New |
|
| 54 |
NFSG Corp
0.00% of their portfolio |
BOCA RATON, FL |
200200
$19.5k |
$19.5k |
0.00% |
Unchanged |
|
| 55 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
170170
$16.6k |
$16.6k |
0.00% |
Unchanged |
|
| 56 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
146146
$14.3k |
$14.3k |
0.00% |
Unchanged |
|
| 57 |
Transamerica Financial Advisors, LLC
0.00% of their portfolio |
CEDAR RAPIDS, IA |
7070
$6.9k |
$6.9k |
0.00% |
Reduced
-45 |
-45 |
| 58 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
4949
$4.8k |
$4.8k |
0.00% |
Unchanged |
|
| 59 |
ASSETMARK, INC
0.00% of their portfolio |
CONCORD, CA |
4444
$4.3k |
$4.3k |
0.00% |
Unchanged |
|
| 60 |
Bogart Wealth, LLC
0.00% of their portfolio |
MCLEAN, VA |
2828
$2.7k |
$2.7k |
0.00% |
Unchanged |
|
| 61 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
1212
$1.2k |
$1.2k |
0.00% |
Unchanged |
|
| 62 |
POM Investment Strategies, LLC
0.00% of their portfolio |
RALEIGH, NC |
1111
$1.1k |
$1.1k |
0.00% |
Unchanged |
|
| 63 |
Realta Investment Advisors
0.00% of their portfolio |
WILMINGTON, DE |
00
$38 |
$38 |
0.00% |
Unchanged |
|