| 1 |
LPL Financial LLC
0.07% of their portfolio |
FORT MILL, SC |
5,556,3735.6m
$270.7m |
$270.7m |
0.07% |
Reduced
-141.9k |
-141,869 |
| 2 |
MORGAN STANLEY
0.02% of their portfolio |
NEW YORK, NY |
5,464,0545.5m
$266.2m |
$266.2m |
0.02% |
Added
+96.3k |
+96,311 |
| 3 |
WELLS FARGO & COMPANY/MN
0.03% of their portfolio |
SAN FRANCISCO, CA |
3,212,7553.2m
$156.5m |
$156.5m |
0.03% |
Reduced
-194.3k |
-194,291 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
2,287,9312.3m
$111.4m |
$111.4m |
0.03% |
Added
+133.6k |
+133,638 |
| 5 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
2,079,3312.1m
$101.3m |
$101.3m |
0.02% |
Reduced
-31.0k |
-30,968 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
1,338,5641.3m
$65.2m |
$65.2m |
0.02% |
Added
+26.3k |
+26,314 |
| 7 |
TRUIST FINANCIAL CORP
0.08% of their portfolio |
CHARLOTTE, NC |
1,201,9431.2m
$58.5m |
$58.5m |
0.08% |
Added
+6.4k |
+6,418 |
| 8 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
1,187,2541.2m
$57.8m |
$57.8m |
0.01% |
Added
+1.7k |
+1,725 |
| 9 |
Cetera Investment Advisers
0.06% of their portfolio |
SCHAUMBURG, IL |
1,071,8591.1m
$52.2m |
$52.2m |
0.06% |
Added
+5.9k |
+5,939 |
| 10 |
Southern Financial Group, LLC
8.42% of their portfolio |
BIRMINGHAM, AL |
618,898618.9k
$30.1m |
$30.1m |
8.42% |
Added
+18.1k |
+18,130 |
| 11 |
Wagner Wealth Management, LLC
5.03% of their portfolio |
GREENVILLE, SC |
510,992511.0k
$24.9m |
$24.9m |
5.03% |
Reduced
-20.5k |
-20,540 |
| 12 |
Capital Investment Advisors, LLC
0.36% of their portfolio |
ATLANTA, GA |
509,591509.6k
$24.8m |
$24.8m |
0.36% |
Reduced
-6.9k |
-6,948 |
| 13 |
PSI Advisors, LLC
5.92% of their portfolio |
TAMPA, FL |
507,545507.5k
$24.7m |
$24.7m |
5.92% |
Added
+76.7k |
+76,709 |
| 14 |
Arkadios Wealth Advisors
0.41% of their portfolio |
ATLANTA, GA |
506,073506.1k
$24.7m |
$24.7m |
0.41% |
Added
+433.8k |
+433,799 |
| 15 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
436,738436.7k
$21.3m |
$21.3m |
0.03% |
Reduced
-152.3k |
-152,274 |
| 16 |
COMMONWEALTH EQUITY SERVICES, LLC
0.03% of their portfolio |
WALTHAM, MA |
397,008397.0k
$19.3m |
$19.3m |
0.03% |
Reduced
-11.7k |
-11,686 |
| 17 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
389,401389.4k
$19.0m |
$19.0m |
0.03% |
Added
+7.7k |
+7,694 |
| 18 |
Kestra Advisory Services, LLC
0.07% of their portfolio |
AUSTIN, TX |
387,493387.5k
$18.9m |
$18.9m |
0.07% |
Added
+64.1k |
+64,147 |
| 19 |
Janney Montgomery Scott LLC
0.05% of their portfolio |
PHILADELPHIA, PA |
385,974386.0k
$18.8m |
$18.8m |
0.05% |
Added
+74.2k |
+74,198 |
| 20 |
Flaharty Asset Management, LLC
2.17% of their portfolio |
CLEARWATER, FL |
359,204359.2k
$17.5m |
$17.5m |
2.17% |
Added
+3.2k |
+3,206 |
| 21 |
Brookstone Capital Management
0.19% of their portfolio |
WHEATON, IL |
334,232334.2k
$16.3m |
$16.3m |
0.19% |
Added
+6.7k |
+6,719 |
| 22 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
324,610324.6k
$15.8m |
$15.8m |
0.01% |
Added
+20.6k |
+20,589 |
| 23 |
Steward Partners Investment Advisory, LLC
0.07% of their portfolio |
STAMFORD, CT |
298,217298.2k
$14.5m |
$14.5m |
0.07% |
Added
+107.6k |
+107,570 |
| 24 |
Solitude Financial Services
3.96% of their portfolio |
CHARLOTTESVILLE, VA |
272,015272.0k
$13.4m |
$13.4m |
3.96% |
Added
+12.9k |
+12,881 |
| 25 |
Curran Financial Partners, LLC
2.35% of their portfolio |
DANIEL ISLAND, SC |
269,732269.7k
$13.1m |
$13.1m |
2.35% |
Added
+22.1k |
+22,062 |
| 26 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
263,944263.9k
$12.9m |
$12.9m |
0.03% |
Reduced
-2.4k |
-2,382 |
| 27 |
SlateStone Wealth, LLC
1.04% of their portfolio |
JUPITER, FL |
259,911259.9k
$12.7m |
$12.7m |
1.04% |
Added
+10.7k |
+10,703 |
| 28 |
Compass Financial Services Inc
5.44% of their portfolio |
WEST DES MOINES, IA |
257,645257.6k
$12.5m |
$12.5m |
5.44% |
Reduced
-93.4k |
-93,389 |
| 29 |
&PARTNERS
0.05% of their portfolio |
NASHVILLE, TN |
208,412208.4k
$10.2m |
$10.2m |
0.05% |
Reduced
-9.3k |
-9,341 |
| 30 |
Independent Advisor Alliance
0.10% of their portfolio |
CHARLOTTE, NC |
197,346197.3k
$9.6m |
$9.6m |
0.10% |
Added
+161.2k |
+161,201 |
| 31 |
Symphony Financial Services, Inc.
4.90% of their portfolio |
AKRON, OH |
196,035196.0k
$9.5m |
$9.5m |
4.90% |
Added
+7.5k |
+7,512 |
| 32 |
HARBOUR INVESTMENTS, INC.
0.15% of their portfolio |
MADISON, WI |
194,480194.5k
$9.5m |
$9.5m |
0.15% |
Added
+29.2k |
+29,206 |
| 33 |
MML INVESTORS SERVICES, LLC
0.03% of their portfolio |
SPRINGFIELD, MA |
186,568186.6k
$9.1m |
$9.1m |
0.03% |
Reduced
-63.6k |
-63,615 |
| 34 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02% of their portfolio |
PLYMOUTH, MN |
174,273174.3k
$8.5m |
$8.5m |
0.02% |
Added
+32.2k |
+32,186 |
| 35 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.38% of their portfolio |
LEAWOOD, KS |
168,898168.9k
$8.2m |
$8.2m |
1.38% |
Added
+121.9k |
+121,888 |
| 36 |
Argent Advisors, Inc.
2.18% of their portfolio |
RUSTON, LA |
163,926163.9k
$8.0m |
$8.0m |
2.18% |
Added
+12.0k |
+11,985 |
| 37 |
NewEdge Advisors, LLC
0.03% of their portfolio |
NEW ORLEANS, LA |
162,427162.4k
$7.9m |
$7.9m |
0.03% |
Added
+6.9k |
+6,904 |
| 38 |
Private Advisor Group, LLC
0.04% of their portfolio |
MORRISTOWN, NJ |
160,658160.7k
$7.8m |
$7.8m |
0.04% |
Reduced
-7.0k |
-7,007 |
| 39 |
PRINCIPAL SECURITIES, INC.
0.11% of their portfolio |
DES MOINES, IA |
154,675154.7k
$7.5m |
$7.5m |
0.11% |
Added
+149.2k |
+149,237 |
| 40 |
Atlas Private Wealth Advisors
1.70% of their portfolio |
RED BANK, NJ |
148,024148.0k
$7.2m |
$7.2m |
1.70% |
Reduced
-30.6k |
-30,650 |
| 41 |
INDEPENDENT FINANCIAL GROUP, LLC
0.16% of their portfolio |
SAN DIEGO, CA |
145,516145.5k
$7.1m |
$7.1m |
0.16% |
Reduced
-13.5k |
-13,529 |
| 42 |
Integrated Wealth Concepts LLC
0.06% of their portfolio |
WALTHAM, MA |
144,325144.3k
$7.0m |
$7.0m |
0.06% |
Reduced
-21.6k |
-21,626 |
| 43 |
Snowden Capital Advisors LLC
0.17% of their portfolio |
New York, NY |
130,802130.8k
$6.4m |
$6.4m |
0.17% |
Added
+7.0k |
+7,001 |
| 44 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
122,947122.9k
$6.0m |
$6.0m |
0.01% |
Added
+17.6k |
+17,582 |
| 45 |
PARK AVENUE SECURITIES LLC
0.05% of their portfolio |
NEW YORK, NY |
120,998121.0k
$5.9m |
$5.9m |
0.05% |
New |
|
| 46 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.34% of their portfolio |
KOKOMO, IN |
116,141116.1k
$5.7m |
$5.7m |
0.34% |
Added
+5.0k |
+5,003 |
| 47 |
Triad Wealth Partners, LLC
0.41% of their portfolio |
LAWRENCE, KS |
107,125107.1k
$5.2m |
$5.2m |
0.41% |
Added
+21.3k |
+21,275 |
| 48 |
Indivisible Partners
0.44% of their portfolio |
CLEARWATER, FL |
102,589102.6k
$5.0m |
$5.0m |
0.44% |
Added
+12.9k |
+12,931 |
| 49 |
Gateway Wealth Partners, LLC
0.19% of their portfolio |
APPLETON, WI |
99,81499.8k
$4.9m |
$4.9m |
0.19% |
Added
+65.9k |
+65,923 |
| 50 |
MILESTONE ASSET MANAGEMENT, LLC
0.89% of their portfolio |
PITTSBURGH, PA |
98,77998.8k
$4.8m |
$4.8m |
0.89% |
Added
+2.9k |
+2,924 |
| 51 |
Hilton Head Capital Partners, LLC
2.71% of their portfolio |
HILTON HEAD ISLAND, SC |
98,60798.6k
$4.8m |
$4.8m |
2.71% |
Added
+3.6k |
+3,566 |
| 52 |
Prospera Financial Services Inc
0.08% of their portfolio |
Dallas, TX |
96,43296.4k
$4.7m |
$4.7m |
0.08% |
Added
+6.2k |
+6,250 |
| 53 |
PFS Partners, LLC
2.15% of their portfolio |
MINE HILL, NJ |
96,28196.3k
$4.7m |
$4.7m |
2.15% |
Added
+2.6k |
+2,612 |
| 54 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
94,82694.8k
$4.6m |
$4.6m |
0.00% |
Reduced
-399 |
-399 |
| 55 |
Z3 Capital Partners, LLC
1.09% of their portfolio |
RICHMOND, VA |
88,61588.6k
$4.3m |
$4.3m |
1.09% |
Reduced
-849 |
-849 |
| 56 |
TKG Advisors, LLC
1.78% of their portfolio |
VALPARAISO, IN |
88,38888.4k
$4.3m |
$4.3m |
1.78% |
Added
+877 |
+877 |
| 57 |
Pinnacle Financial Partners, Inc.
0.03% of their portfolio |
ATLANTA, GA |
88,38288.4k
$4.3m |
$4.3m |
0.03% |
Added
+5.3k |
+5,325 |
| 58 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
87,70187.7k
$4.3m |
$4.3m |
0.04% |
Reduced
-49.2k |
-49,245 |
| 59 |
OneDigital Investment Advisors LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
82,38682.4k
$4.0m |
$4.0m |
0.04% |
Reduced
-443 |
-443 |
| 60 |
Teamwork Financial Advisors, LLC
0.44% of their portfolio |
San Antonio, TX |
82,00782.0k
$4.0m |
$4.0m |
0.44% |
Added
+3.4k |
+3,400 |
| 61 |
Next Level Private LLC
0.90% of their portfolio |
HARRISON, NY |
81,38381.4k
$4.0m |
$4.0m |
0.90% |
Added
+14.9k |
+14,941 |
| 62 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
79,40979.4k
$3.9m |
$3.9m |
0.00% |
Added
+64.9k |
+64,912 |
| 63 |
RFG Advisory, LLC
0.07% of their portfolio |
BIRMINGHAM, AL |
79,30279.3k
$3.9m |
$3.9m |
0.07% |
Added
+7.1k |
+7,120 |
| 64 |
Concurrent Investment Advisors, LLC
0.04% of their portfolio |
Tampa, FL |
78,09178.1k
$3.8m |
$3.8m |
0.04% |
Reduced
-6.4k |
-6,418 |
| 65 |
D.A. DAVIDSON & CO.
0.02% of their portfolio |
GREAT FALLS, MT |
77,53277.5k
$3.8m |
$3.8m |
0.02% |
Added
+12.1k |
+12,070 |
| 66 |
Arax Advisory Partners
0.10% of their portfolio |
NEW YORK, NY |
76,24676.2k
$3.7m |
$3.7m |
0.10% |
Added
+2.7k |
+2,711 |
| 67 |
RETIREMENT GUYS FORMULA LLC
1.69% of their portfolio |
MAUMEE, OH |
75,39275.4k
$3.7m |
$3.7m |
1.69% |
Added
+12.5k |
+12,480 |
| 68 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
75,14175.1k
$3.7m |
$3.7m |
0.00% |
Reduced
-967 |
-967 |
| 69 |
G&S Capital LLC
1.26% of their portfolio |
DENVER, CO |
73,61573.6k
$3.6m |
$3.6m |
1.26% |
Added
+3.6k |
+3,609 |
| 70 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.23% of their portfolio |
ORLANDO, FL |
69,36869.4k
$3.4m |
$3.4m |
0.23% |
Added
+5.5k |
+5,500 |
| 71 |
Foundations Investment Advisors, LLC
0.04% of their portfolio |
PHOENIX, AZ |
69,01269.0k
$3.4m |
$3.4m |
0.04% |
Added
+38.5k |
+38,528 |
| 72 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
62,08562.1k
$3.0m |
$3.0m |
0.00% |
Added
+4.5k |
+4,543 |
| 73 |
Triumph Capital Management
0.61% of their portfolio |
DENVER, CO |
61,30761.3k
$3.0m |
$3.0m |
0.61% |
Added
+2.5k |
+2,485 |
| 74 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
60,88760.9k
$3.0m |
$3.0m |
0.00% |
New |
|
| 75 |
Beacon Pointe Advisors, LLC
0.02% of their portfolio |
NEWPORT BEACH, CA |
59,92759.9k
$2.9m |
$2.9m |
0.02% |
Added
+9.5k |
+9,455 |
| 76 |
Raab & Moskowitz Asset Management LLC
0.64% of their portfolio |
Chatham, NJ |
59,16259.2k
$2.9m |
$2.9m |
0.64% |
Added
+3.5k |
+3,495 |
| 77 |
Proactive Wealth Strategies LLC
0.53% of their portfolio |
MARIETTA, GA |
57,79757.8k
$2.8m |
$2.8m |
0.53% |
Added
+28.5k |
+28,518 |
| 78 |
NewEdge Wealth, LLC
0.03% of their portfolio |
STAMFORD, CT |
57,70057.7k
$2.8m |
$2.8m |
0.03% |
Unchanged |
|
| 79 |
IFP Advisors, Inc
0.06% of their portfolio |
TAMPA, FL |
57,48257.5k
$2.8m |
$2.8m |
0.06% |
Reduced
-2.3k |
-2,299 |
| 80 |
Gerald Baker Financial Group LLC
0.87% of their portfolio |
ARLINGTON, TX |
56,46256.5k
$2.8m |
$2.8m |
0.87% |
First filing |
|
| 81 |
Strategic Financial Concepts, LLC
0.68% of their portfolio |
SAN ANTONIO, TX |
56,35756.4k
$2.7m |
$2.7m |
0.68% |
New |
|
| 82 |
Gladstone Institutional Advisory LLC
0.10% of their portfolio |
Bedminster, NJ |
56,27856.3k
$2.7m |
$2.7m |
0.10% |
Added
+30.6k |
+30,597 |
| 83 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.03% of their portfolio |
AUSTIN, TX |
55,79355.8k
$2.7m |
$2.7m |
0.03% |
Added
+3.6k |
+3,646 |
| 84 |
Econ Financial Services Corp
1.22% of their portfolio |
HARRISBURG, PA |
53,77853.8k
$2.6m |
$2.6m |
1.22% |
Reduced
-19.1k |
-19,062 |
| 85 |
Sequent Planning LLC
0.62% of their portfolio |
OMAHA, NE |
52,42352.4k
$2.6m |
$2.6m |
0.62% |
Added
+2.7k |
+2,719 |
| 86 |
Elevated Capital Advisors, LLC
0.62% of their portfolio |
SANDY, UT |
50,65650.7k
$2.5m |
$2.5m |
0.62% |
Added
+1.8k |
+1,751 |
| 87 |
Stonebridge Financial Planning Group, LLC
0.84% of their portfolio |
ORLANDO, FL |
47,06347.1k
$2.3m |
$2.3m |
0.84% |
Reduced
-1.6k |
-1,586 |
| 88 |
Capital Investment Advisory Services, LLC
0.17% of their portfolio |
RALEIGH, NC |
46,66146.7k
$2.3m |
$2.3m |
0.17% |
Reduced
-732 |
-732 |
| 89 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.11% of their portfolio |
CEDAR RAPIDS, IA |
45,58645.6k
$2.2m |
$2.2m |
0.11% |
Reduced
-29 |
-29 |
| 90 |
SILVER OAK SECURITIES, INCORPORATED
0.16% of their portfolio |
JACKSON, TN |
45,54645.5k
$2.2m |
$2.2m |
0.16% |
Added
+2.5k |
+2,527 |
| 91 |
Goldstone Financial Group, LLC
0.24% of their portfolio |
OAKBROOK TERRACE, IL |
45,04645.0k
$2.2m |
$2.2m |
0.24% |
Reduced
-24.2k |
-24,222 |
| 92 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
44,51744.5k
$2.2m |
$2.2m |
0.01% |
Added
+7.1k |
+7,056 |
| 93 |
Signature Equity Partners, LLC
1.13% of their portfolio |
COLUMBUS, OH |
43,23543.2k
$2.1m |
$2.1m |
1.13% |
Reduced
-605 |
-605 |
| 94 |
IHT Wealth Management, LLC
0.05% of their portfolio |
Chicago, IL |
41,94241.9k
$2.0m |
$2.0m |
0.05% |
Added
+3.8k |
+3,826 |
| 95 |
Equitable Holdings, Inc.
0.01% of their portfolio |
NEW YORK, NY |
41,67441.7k
$2.0m |
$2.0m |
0.01% |
Reduced
-5.2k |
-5,169 |
| 96 |
Sunbelt Securities, Inc.
0.12% of their portfolio |
HOUSTON, TX |
40,24340.2k
$2.0m |
$2.0m |
0.12% |
Added
+9.6k |
+9,639 |
| 97 |
Maia Wealth LLC
0.33% of their portfolio |
DENVER, CO |
40,06440.1k
$2.0m |
$2.0m |
0.33% |
Added
+1.2k |
+1,231 |
| 98 |
Cornerstone Wealth Management, LLC
0.10% of their portfolio |
ST. PETERS, MO |
39,28339.3k
$1.9m |
$1.9m |
0.10% |
Reduced
-375 |
-375 |
| 99 |
Dynamic Advisor Solutions LLC
0.05% of their portfolio |
PHOENIX, AZ |
35,03435.0k
$1.7m |
$1.7m |
0.05% |
Reduced
-444 |
-444 |
| 100 |
PRECEDENT WEALTH PARTNERS, LLC
0.33% of their portfolio |
HOUSTON, TX |
33,87633.9k
$1.7m |
$1.7m |
0.33% |
Added
+6.8k |
+6,816 |