| 1 |
LPL Financial LLC
0.09% of their portfolio |
FORT MILL, SC |
6,025,7746.0m
$297.1m |
$297.1m |
0.09% |
Added
+321.1k |
+321,076 |
| 2 |
MORGAN STANLEY
0.02% of their portfolio |
NEW YORK, NY |
5,836,1365.8m
$287.8m |
$287.8m |
0.02% |
Reduced
-259.0k |
-259,042 |
| 3 |
WELLS FARGO & COMPANY/MN
0.04% of their portfolio |
SAN FRANCISCO, CA |
4,150,6784.2m
$204.7m |
$204.7m |
0.04% |
Added
+10.1k |
+10,123 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.04% of their portfolio |
ST. PETERSBURG, FL |
2,511,3242.5m
$123.8m |
$123.8m |
0.04% |
Reduced
-140.0k |
-139,972 |
| 5 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
2,299,7372.3m
$113.4m |
$113.4m |
0.02% |
Added
+95.5k |
+95,452 |
| 6 |
ROYAL BANK OF CANADA
0.02% of their portfolio |
TORONTO, A6 |
1,769,6121.8m
$87.3m |
$87.3m |
0.02% |
Reduced
-1.9m |
-1,860,332 |
| 7 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
1,579,4031.6m
$77.9m |
$77.9m |
0.02% |
Reduced
-267.9k |
-267,884 |
| 8 |
TRUIST FINANCIAL CORP
0.09% of their portfolio |
CHARLOTTE, NC |
1,327,6031.3m
$65.5m |
$65.5m |
0.09% |
Added
+8.2k |
+8,235 |
| 9 |
Cetera Investment Advisers
0.06% of their portfolio |
SCHAUMBURG, IL |
1,026,2431.0m
$50.6m |
$50.6m |
0.06% |
Added
+86.8k |
+86,787 |
| 10 |
OSAIC HOLDINGS, INC.
0.05% of their portfolio |
SCOTTSDALE, AZ |
760,509760.5k
$37.9m |
$37.9m |
0.05% |
Reduced
-59.3k |
-59,340 |
| 11 |
Wagner Wealth Management, LLC
6.73% of their portfolio |
GREENVILLE, SC |
587,946587.9k
$29.0m |
$29.0m |
6.73% |
Reduced
-32.1k |
-32,095 |
| 12 |
STIFEL FINANCIAL CORP
0.02% of their portfolio |
ST. LOUIS, MO |
464,716464.7k
$22.9m |
$22.9m |
0.02% |
Added
+13.8k |
+13,789 |
| 13 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
435,442435.4k
$21.5m |
$21.5m |
0.03% |
Reduced
-627.7k |
-627,736 |
| 14 |
PSI Advisors, LLC
5.23% of their portfolio |
TAMPA, FL |
411,689411.7k
$20.3m |
$20.3m |
5.23% |
New |
|
| 15 |
Compass Financial Services Inc
7.66% of their portfolio |
WEST DES MOINES, IA |
351,344351.3k
$17.3m |
$17.3m |
7.66% |
Added
+15.9k |
+15,911 |
| 16 |
MML INVESTORS SERVICES, LLC
0.05% of their portfolio |
SPRINGFIELD, MA |
341,953342.0k
$16.9m |
$16.9m |
0.05% |
Reduced
-67.7k |
-67,680 |
| 17 |
Flaharty Asset Management, LLC
2.10% of their portfolio |
CLEARWATER, FL |
334,951335.0k
$16.5m |
$16.5m |
2.10% |
Added
+14.6k |
+14,554 |
| 18 |
Brookstone Capital Management
0.19% of their portfolio |
WHEATON, IL |
322,514322.5k
$15.9m |
$15.9m |
0.19% |
Reduced
-6.9k |
-6,860 |
| 19 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
318,327318.3k
$15.7m |
$15.7m |
0.03% |
Reduced
-437.8k |
-437,829 |
| 20 |
Janney Montgomery Scott LLC
0.04% of their portfolio |
PHILADELPHIA, PA |
316,935316.9k
$15.6m |
$15.6m |
0.04% |
Added
+11.1k |
+11,149 |
| 21 |
Arkadios Wealth Advisors
0.38% of their portfolio |
ATLANTA, GA |
310,459310.5k
$15.3m |
$15.3m |
0.38% |
Added
+6.5k |
+6,492 |
| 22 |
Kestra Advisory Services, LLC
0.07% of their portfolio |
AUSTIN, TX |
288,866288.9k
$14.2m |
$14.2m |
0.07% |
Reduced
-12.8k |
-12,794 |
| 23 |
Cambridge Investment Research Advisors, Inc.
0.04% of their portfolio |
FAIRFIELD, IA |
283,755283.8k
$14.0m |
$14.0m |
0.04% |
Reduced
-179.0k |
-178,953 |
| 24 |
Coppell Advisory Solutions LLC
1.47% of their portfolio |
COPPELL, TX |
282,350282.4k
$13.9m |
$13.9m |
1.47% |
Reduced
-3.9k |
-3,907 |
| 25 |
Solitude Financial Services
4.41% of their portfolio |
CHARLOTTESVILLE, VA |
261,496261.5k
$12.9m |
$12.9m |
4.41% |
Added
+4.0k |
+4,010 |
| 26 |
SlateStone Wealth, LLC
1.11% of their portfolio |
JUPITER, FL |
260,586260.6k
$12.8m |
$12.8m |
1.11% |
Added
+5.9k |
+5,937 |
| 27 |
Symphony Financial Services, Inc.
5.84% of their portfolio |
AKRON, OH |
220,196220.2k
$10.9m |
$10.9m |
5.84% |
Reduced
-122 |
-122 |
| 28 |
INDEPENDENT FINANCIAL GROUP, LLC
0.26% of their portfolio |
SAN DIEGO, CA |
217,496217.5k
$10.7m |
$10.7m |
0.26% |
Added
+84.2k |
+84,203 |
| 29 |
Steward Partners Investment Advisory, LLC
0.06% of their portfolio |
STAMFORD, CT |
214,737214.7k
$10.6m |
$10.6m |
0.06% |
Reduced
-2.0k |
-2,020 |
| 30 |
Prasad Wealth Partners, LLC
2.91% of their portfolio |
INDEPENDENCE, OH |
211,896211.9k
$10.4m |
$10.4m |
2.91% |
Added
+17.8k |
+17,756 |
| 31 |
&PARTNERS
0.07% of their portfolio |
NASHVILLE, TN |
209,621209.6k
$10.3m |
$10.3m |
0.07% |
Added
+84.1k |
+84,077 |
| 32 |
Integrated Wealth Concepts LLC
0.09% of their portfolio |
WALTHAM, MA |
208,016208.0k
$10.3m |
$10.3m |
0.09% |
Reduced
-90.2k |
-90,207 |
| 33 |
Modern Wealth Management, LLC
0.20% of their portfolio |
KANSAS CITY, MO |
207,871207.9k
$10.3m |
$10.3m |
0.20% |
Added
+29.9k |
+29,857 |
| 34 |
Curran Financial Partners, LLC
1.97% of their portfolio |
DANIEL ISLAND, SC |
201,942201.9k
$10.0m |
$10.0m |
1.97% |
Added
+65.1k |
+65,106 |
| 35 |
Prospera Financial Services Inc
0.16% of their portfolio |
Dallas, TX |
194,638194.6k
$9.6m |
$9.6m |
0.16% |
Added
+4.2k |
+4,165 |
| 36 |
Atlas Private Wealth Advisors
2.31% of their portfolio |
RED BANK, NJ |
191,201191.2k
$9.4m |
$9.4m |
2.31% |
Reduced
-157.7k |
-157,664 |
| 37 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
176,819176.8k
$8.7m |
$8.7m |
0.01% |
Reduced
-12.8k |
-12,752 |
| 38 |
NewEdge Advisors, LLC
0.04% of their portfolio |
NEW ORLEANS, LA |
172,166172.2k
$8.5m |
$8.5m |
0.04% |
Added
+5.7k |
+5,661 |
| 39 |
Private Advisor Group, LLC
0.04% of their portfolio |
MORRISTOWN, NJ |
164,873164.9k
$8.1m |
$8.1m |
0.04% |
Reduced
-10.1k |
-10,141 |
| 40 |
HARBOUR INVESTMENTS, INC.
0.18% of their portfolio |
MADISON, WI |
158,179158.2k
$7.8m |
$7.8m |
0.18% |
Added
+1.8k |
+1,751 |
| 41 |
Bullseye Investment Management, LLC
4.21% of their portfolio |
CINCINNATI, OH |
137,114137.1k
$6.9m |
$6.9m |
4.21% |
Unchanged |
|
| 42 |
Argent Advisors, Inc.
1.97% of their portfolio |
RUSTON, LA |
135,650135.7k
$6.7m |
$6.7m |
1.97% |
Added
+9.2k |
+9,240 |
| 43 |
FLPUTNAM INVESTMENT MANAGEMENT CO
0.10% of their portfolio |
PORTLAND, ME |
130,798130.8k
$6.4m |
$6.4m |
0.10% |
Reduced
-46.5k |
-46,473 |
| 44 |
Farther Finance Advisors, LLC
0.10% of their portfolio |
SAN FRANCISCO, CA |
127,478127.5k
$6.3m |
$6.3m |
0.10% |
Added
+27.4k |
+27,381 |
| 45 |
SYNOVUS FINANCIAL CORP
0.07% of their portfolio |
Columbus, GA |
124,439124.4k
$6.1m |
$6.1m |
0.07% |
Reduced
-208.0k |
-207,963 |
| 46 |
PARK AVENUE SECURITIES LLC
0.05% of their portfolio |
NEW YORK, NY |
119,892119.9k
$5.9m |
$5.9m |
0.05% |
Added
+3.9k |
+3,884 |
| 47 |
HighTower Advisors, LLC
0.01% of their portfolio |
CHICAGO, IL |
111,543111.5k
$5.5m |
$5.5m |
0.01% |
Reduced
-2.4k |
-2,435 |
| 48 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
110,292110.3k
$5.4m |
$5.4m |
0.01% |
Reduced
-904 |
-904 |
| 49 |
D.A. DAVIDSON & CO.
0.03% of their portfolio |
GREAT FALLS, MT |
104,135104.1k
$5.1m |
$5.1m |
0.03% |
Added
+275 |
+275 |
| 50 |
Snowden Capital Advisors LLC
0.14% of their portfolio |
New York, NY |
103,496103.5k
$5.1m |
$5.1m |
0.14% |
Reduced
-34.0k |
-34,037 |
| 51 |
Ergawealth Advisors, Inc.
2.30% of their portfolio |
OAK BROOK, IL |
100,017100.0k
$4.9m |
$4.9m |
2.30% |
Reduced
-77.0k |
-77,024 |
| 52 |
PFS Partners, LLC
2.32% of their portfolio |
MINE HILL, NJ |
98,73098.7k
$4.9m |
$4.9m |
2.32% |
Reduced
-3.1k |
-3,149 |
| 53 |
Private Advisory Group LLC
0.39% of their portfolio |
REDMOND, WA |
91,16191.2k
$4.5m |
$4.5m |
0.39% |
Added
+38.0k |
+37,978 |
| 54 |
MILESTONE ASSET MANAGEMENT, LLC
0.83% of their portfolio |
PITTSBURGH, PA |
88,69288.7k
$4.4m |
$4.4m |
0.83% |
Added
+5.7k |
+5,684 |
| 55 |
Ameritas Advisory Services, LLC
0.28% of their portfolio |
Lincoln, NE |
86,83686.8k
$4.3m |
$4.3m |
0.28% |
Added
+3.7k |
+3,741 |
| 56 |
TKG Advisors, LLC
1.83% of their portfolio |
VALPARAISO, IN |
86,69286.7k
$4.3m |
$4.3m |
1.83% |
Added
+2.2k |
+2,197 |
| 57 |
Sigma Planning Corp
0.12% of their portfolio |
ANN ARBOR, MI |
83,25783.3k
$4.1m |
$4.1m |
0.12% |
Reduced
-85.5k |
-85,482 |
| 58 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
83,24583.2k
$4.2m |
$4.2m |
0.01% |
Added
+46.0k |
+45,956 |
| 59 |
OneDigital Investment Advisors LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
82,43082.4k
$4.1m |
$4.1m |
0.04% |
Reduced
-1.1k |
-1,128 |
| 60 |
Mariner, LLC
0.01% of their portfolio |
Overland Park, KS |
81,08681.1k
$4.0m |
$4.0m |
0.01% |
Added
+2.6k |
+2,634 |
| 61 |
Triad Wealth Partners, LLC
0.52% of their portfolio |
LAWRENCE, KS |
81,07181.1k
$4.0m |
$4.0m |
0.52% |
Reduced
-9.3k |
-9,312 |
| 62 |
RFG Advisory, LLC
0.08% of their portfolio |
BIRMINGHAM, AL |
80,95681.0k
$4.0m |
$4.0m |
0.08% |
Reduced
-48.4k |
-48,359 |
| 63 |
Teamwork Financial Advisors, LLC
0.39% of their portfolio |
San Antonio, TX |
73,22173.2k
$3.6m |
$3.6m |
0.39% |
Reduced
-756.0k |
-755,957 |
| 64 |
Goldstone Financial Group, LLC
0.40% of their portfolio |
OAKBROOK TERRACE, IL |
68,72168.7k
$3.4m |
$3.4m |
0.40% |
Added
+8.3k |
+8,276 |
| 65 |
G&S Capital LLC
1.22% of their portfolio |
DENVER, CO |
66,76566.8k
$3.3m |
$3.3m |
1.22% |
Added
+3.1k |
+3,142 |
| 66 |
IFP Advisors, Inc
0.08% of their portfolio |
TAMPA, FL |
66,01066.0k
$3.3m |
$3.3m |
0.08% |
Added
+14.7k |
+14,736 |
| 67 |
Concurrent Investment Advisors, LLC
0.05% of their portfolio |
Tampa, FL |
64,31764.3k
$3.2m |
$3.2m |
0.05% |
Added
+3.0k |
+2,986 |
| 68 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
0.60% of their portfolio |
LEAWOOD, KS |
62,56262.6k
$3.1m |
$3.1m |
0.60% |
Reduced
-3.4k |
-3,365 |
| 69 |
Triumph Capital Management
0.83% of their portfolio |
DENVER, CO |
62,34962.3k
$3.1m |
$3.1m |
0.83% |
Added
+9.7k |
+9,701 |
| 70 |
RETIREMENT GUYS FORMULA LLC
1.07% of their portfolio |
MAUMEE, OH |
61,75661.8k
$3.0m |
$3.0m |
1.07% |
Added
+4.2k |
+4,178 |
| 71 |
OLD MISSION CAPITAL LLC
0.11% of their portfolio |
CHICAGO, IL |
61,11261.1k
$3.0m |
$3.0m |
0.11% |
Added
+38.8k |
+38,778 |
| 72 |
Tandem Financial, LLC
1.08% of their portfolio |
GREENWOOD VILLAGE, CO |
58,83858.8k
$2.9m |
$2.9m |
1.08% |
Reduced
-18.4k |
-18,400 |
| 73 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
58,41658.4k
$2.9m |
$2.9m |
0.00% |
Added
+33.8k |
+33,768 |
| 74 |
Capital Investment Advisory Services, LLC
0.23% of their portfolio |
RALEIGH, NC |
58,13258.1k
$2.9m |
$2.9m |
0.23% |
Reduced
-781 |
-781 |
| 75 |
NewEdge Wealth, LLC
0.04% of their portfolio |
STAMFORD, CT |
57,70057.7k
$2.8m |
$2.8m |
0.04% |
Unchanged |
|
| 76 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
57,61557.6k
$2.8m |
$2.8m |
0.00% |
Added
+27.5k |
+27,511 |
| 77 |
SILVER OAK SECURITIES, INCORPORATED
0.21% of their portfolio |
JACKSON, TN |
57,46957.5k
$2.8m |
$2.8m |
0.21% |
Reduced
-3.4k |
-3,396 |
| 78 |
Raab & Moskowitz Asset Management LLC
0.63% of their portfolio |
Chatham, NJ |
57,39257.4k
$2.8m |
$2.8m |
0.63% |
Added
+2.0k |
+2,044 |
| 79 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
57,36157.4k
$2.8m |
$2.8m |
0.00% |
Added
+21.9k |
+21,856 |
| 80 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.04% of their portfolio |
AUSTIN, TX |
55,83455.8k
$2.8m |
$2.8m |
0.04% |
Added
+1.8k |
+1,786 |
| 81 |
Stonebridge Financial Planning Group, LLC
1.00% of their portfolio |
ORLANDO, FL |
53,81553.8k
$2.7m |
$2.7m |
1.00% |
Reduced
-3.4k |
-3,390 |
| 82 |
Next Level Private LLC
0.77% of their portfolio |
HARRISON, NY |
53,56653.6k
$2.6m |
$2.6m |
0.77% |
Added
+17.4k |
+17,422 |
| 83 |
Kingsview Wealth Management, LLC
0.04% of their portfolio |
GRANTS PASS, OR |
53,41353.4k
$2.6m |
$2.6m |
0.04% |
Reduced
-36.8k |
-36,836 |
| 84 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.21% of their portfolio |
ORLANDO, FL |
53,35253.4k
$2.7m |
$2.7m |
0.21% |
Unchanged |
|
| 85 |
TrueWealth Advisors, LLC
0.69% of their portfolio |
BIRMINGHAM, AL |
51,64151.6k
$2.5m |
$2.5m |
0.69% |
Added
+2.3k |
+2,348 |
| 86 |
IHT Wealth Management, LLC
0.06% of their portfolio |
Chicago, IL |
50,17550.2k
$2.5m |
$2.5m |
0.06% |
Added
+3.0k |
+3,003 |
| 87 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
49,90249.9k
$2.5m |
$2.5m |
0.02% |
Reduced
-10.0k |
-10,028 |
| 88 |
BlueChip Wealth Advisors LLC
1.03% of their portfolio |
Milton, GA |
48,96149.0k
$2.4m |
$2.4m |
1.03% |
Reduced
-3.1k |
-3,141 |
| 89 |
Elevated Capital Advisors, LLC
0.60% of their portfolio |
SANDY, UT |
48,54748.5k
$2.4m |
$2.4m |
0.60% |
Reduced
-1.3k |
-1,300 |
| 90 |
Foundations Investment Advisors, LLC
0.03% of their portfolio |
PHOENIX, AZ |
48,35148.4k
$2.4m |
$2.4m |
0.03% |
Reduced
-7.0k |
-6,979 |
| 91 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.15% of their portfolio |
CEDAR RAPIDS, IA |
47,33047.3k
$2.3m |
$2.3m |
0.15% |
Added
+2.3k |
+2,253 |
| 92 |
Equitable Holdings, Inc.
0.02% of their portfolio |
NEW YORK, NY |
47,18047.2k
$2.3m |
$2.3m |
0.02% |
Added
+865 |
+865 |
| 93 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
46,56346.6k
$2.3m |
$2.3m |
0.00% |
Added
+40.9k |
+40,869 |
| 94 |
Hobart Private Capital, LLC
0.46% of their portfolio |
CHARLOTTE, NC |
45,04145.0k
$2.2m |
$2.2m |
0.46% |
Added
+5.4k |
+5,449 |
| 95 |
AE Wealth Management LLC
0.01% of their portfolio |
TOPEKA, KS |
40,76640.8k
$2.0m |
$2.0m |
0.01% |
Added
+15.0k |
+15,009 |
| 96 |
Econ Financial Services Corp
1.00% of their portfolio |
HARRISBURG, PA |
40,47740.5k
$2.0m |
$2.0m |
1.00% |
Added
+608 |
+608 |
| 97 |
J.W. COLE ADVISORS, INC.
0.04% of their portfolio |
TAMPA, FL |
39,96740.0k
$2.0m |
$2.0m |
0.04% |
Added
+17.4k |
+17,399 |
| 98 |
Maia Wealth LLC
0.32% of their portfolio |
DENVER, CO |
39,00239.0k
$1.9m |
$1.9m |
0.32% |
Reduced
-3.8k |
-3,790 |
| 99 |
Cornerstone Wealth Management, LLC
0.11% of their portfolio |
ST. PETERS, MO |
38,96539.0k
$1.9m |
$1.9m |
0.11% |
Added
+105 |
+105 |
| 100 |
Independent Advisor Alliance
0.05% of their portfolio |
CHARLOTTE, NC |
38,73138.7k
$1.9m |
$1.9m |
0.05% |
Reduced
-11.6k |
-11,635 |