| 1 |
LPL Financial LLC
0.06% of their portfolio |
FORT MILL, SC |
5,533,2635.5m
$279.4m |
$279.4m |
0.06% |
Reduced
-23.1k |
-23,110 |
| 2 |
MORGAN STANLEY
0.01% of their portfolio |
NEW YORK, NY |
4,911,7434.9m
$248.0m |
$248.0m |
0.01% |
Reduced
-552.3k |
-552,311 |
| 3 |
WELLS FARGO & COMPANY/MN
0.03% of their portfolio |
SAN FRANCISCO, CA |
3,100,8553.1m
$156.6m |
$156.6m |
0.03% |
Reduced
-111.9k |
-111,900 |
| 4 |
RAYMOND JAMES FINANCIAL INC
0.03% of their portfolio |
ST. PETERSBURG, FL |
2,165,3602.2m
$109.4m |
$109.4m |
0.03% |
Reduced
-122.6k |
-122,571 |
| 5 |
UBS Group AG
0.02% of their portfolio |
ZURICH, V8 |
1,986,8942.0m
$100.3m |
$100.3m |
0.02% |
Reduced
-92.4k |
-92,437 |
| 6 |
ENVESTNET ASSET MANAGEMENT INC
0.02% of their portfolio |
Berwyn, PA |
1,344,0811.3m
$67.9m |
$67.9m |
0.02% |
Added
+5.5k |
+5,517 |
| 7 |
TRUIST FINANCIAL CORP
0.07% of their portfolio |
CHARLOTTE, NC |
1,195,8891.2m
$60.4m |
$60.4m |
0.07% |
Reduced
-6.1k |
-6,054 |
| 8 |
ROYAL BANK OF CANADA
0.01% of their portfolio |
TORONTO, A6 |
1,135,1481.1m
$57.3m |
$57.3m |
0.01% |
Reduced
-52.1k |
-52,106 |
| 9 |
Cetera Investment Advisers
0.05% of their portfolio |
SCHAUMBURG, IL |
1,056,5291.1m
$53.4m |
$53.4m |
0.05% |
Reduced
-15.3k |
-15,330 |
| 10 |
Janney Montgomery Scott LLC
0.07% of their portfolio |
PHILADELPHIA, PA |
700,810700.8k
$35.4m |
$35.4m |
0.07% |
Added
+314.8k |
+314,836 |
| 11 |
Southern Financial Group, LLC
8.26% of their portfolio |
BIRMINGHAM, AL |
641,223641.2k
$32.4m |
$32.4m |
8.26% |
Added
+22.3k |
+22,325 |
| 12 |
OSAIC HOLDINGS, INC.
0.03% of their portfolio |
SCOTTSDALE, AZ |
545,961546.0k
$27.6m |
$27.6m |
0.03% |
Added
+109.2k |
+109,223 |
| 13 |
Cambridge Investment Research Advisors, Inc.
0.03% of their portfolio |
FAIRFIELD, IA |
498,016498.0k
$25.1m |
$25.1m |
0.03% |
Added
+234.1k |
+234,072 |
| 14 |
Capital Investment Advisors, LLC
0.32% of their portfolio |
ATLANTA, GA |
486,683486.7k
$24.6m |
$24.6m |
0.32% |
Reduced
-22.9k |
-22,908 |
| 15 |
Wagner Wealth Management, LLC
3.93% of their portfolio |
GREENVILLE, SC |
420,348420.3k
$21.2m |
$21.2m |
3.93% |
Reduced
-90.6k |
-90,644 |
| 16 |
Rockefeller Capital Management L.P.
0.03% of their portfolio |
NEW YORK, NY |
393,338393.3k
$19.9m |
$19.9m |
0.03% |
Added
+3.9k |
+3,937 |
| 17 |
Kestra Advisory Services, LLC
0.06% of their portfolio |
AUSTIN, TX |
389,251389.3k
$19.7m |
$19.7m |
0.06% |
Added
+1.8k |
+1,758 |
| 18 |
PSI Advisors, LLC
4.52% of their portfolio |
TAMPA, FL |
385,687385.7k
$19.5m |
$19.5m |
4.52% |
Reduced
-121.9k |
-121,858 |
| 19 |
COMMONWEALTH EQUITY SERVICES, LLC
0.02% of their portfolio |
WALTHAM, MA |
354,538354.5k
$17.9m |
$17.9m |
0.02% |
Reduced
-42.5k |
-42,470 |
| 20 |
Modern Wealth Management, LLC
0.21% of their portfolio |
KANSAS CITY, MO |
344,253344.3k
$17.4m |
$17.4m |
0.21% |
Added
+335.7k |
+335,707 |
| 21 |
Brookstone Capital Management
0.17% of their portfolio |
WHEATON, IL |
336,209336.2k
$17.0m |
$17.0m |
0.17% |
Added
+2.0k |
+1,977 |
| 22 |
STIFEL FINANCIAL CORP
0.01% of their portfolio |
ST. LOUIS, MO |
326,395326.4k
$16.5m |
$16.5m |
0.01% |
Added
+1.8k |
+1,785 |
| 23 |
Steward Partners Investment Advisory, LLC
0.08% of their portfolio |
STAMFORD, CT |
320,973321.0k
$16.2m |
$16.2m |
0.08% |
Added
+22.8k |
+22,756 |
| 24 |
Curran Financial Partners, LLC
2.30% of their portfolio |
DANIEL ISLAND, SC |
305,615305.6k
$15.4m |
$15.4m |
2.30% |
Added
+35.9k |
+35,883 |
| 25 |
Solitude Financial Services
3.96% of their portfolio |
CHARLOTTESVILLE, VA |
282,994283.0k
$14.3m |
$14.3m |
3.96% |
Added
+11.0k |
+10,979 |
| 26 |
Compass Financial Services Inc
5.09% of their portfolio |
WEST DES MOINES, IA |
269,549269.5k
$13.6m |
$13.6m |
5.09% |
Added
+11.9k |
+11,904 |
| 27 |
SlateStone Wealth, LLC
0.96% of their portfolio |
JUPITER, FL |
247,138247.1k
$12.5m |
$12.5m |
0.96% |
Reduced
-12.8k |
-12,773 |
| 28 |
Symphony Financial Services, Inc.
4.72% of their portfolio |
AKRON, OH |
207,896207.9k
$10.5m |
$10.5m |
4.72% |
Added
+11.9k |
+11,861 |
| 29 |
HARBOUR INVESTMENTS, INC.
0.13% of their portfolio |
MADISON, WI |
189,571189.6k
$9.6m |
$9.6m |
0.13% |
Reduced
-4.9k |
-4,909 |
| 30 |
Private Advisor Group, LLC
0.04% of their portfolio |
MORRISTOWN, NJ |
175,737175.7k
$8.9m |
$8.9m |
0.04% |
Added
+15.1k |
+15,079 |
| 31 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.30% of their portfolio |
LEAWOOD, KS |
172,682172.7k
$8.7m |
$8.7m |
1.30% |
Added
+3.8k |
+3,784 |
| 32 |
MML INVESTORS SERVICES, LLC
0.02% of their portfolio |
SPRINGFIELD, MA |
166,974167.0k
$8.4m |
$8.4m |
0.02% |
Reduced
-19.6k |
-19,594 |
| 33 |
Argent Advisors, Inc.
2.06% of their portfolio |
RUSTON, LA |
162,868162.9k
$8.2m |
$8.2m |
2.06% |
Reduced
-1.1k |
-1,058 |
| 34 |
PRINCIPAL SECURITIES, INC.
0.10% of their portfolio |
DES MOINES, IA |
156,815156.8k
$7.9m |
$7.9m |
0.10% |
Added
+2.1k |
+2,140 |
| 35 |
&PARTNERS
0.03% of their portfolio |
NASHVILLE, TN |
156,043156.0k
$7.9m |
$7.9m |
0.03% |
Reduced
-52.4k |
-52,369 |
| 36 |
NewEdge Advisors, LLC
0.02% of their portfolio |
NEW ORLEANS, LA |
146,889146.9k
$7.4m |
$7.4m |
0.02% |
Reduced
-15.5k |
-15,538 |
| 37 |
Integrated Wealth Concepts LLC
0.03% of their portfolio |
WALTHAM, MA |
138,120138.1k
$7.0m |
$7.0m |
0.03% |
Reduced
-6.2k |
-6,205 |
| 38 |
INDEPENDENT FINANCIAL GROUP, LLC
0.13% of their portfolio |
SAN DIEGO, CA |
136,925136.9k
$6.9m |
$6.9m |
0.13% |
Reduced
-8.6k |
-8,591 |
| 39 |
Snowden Capital Advisors LLC
0.16% of their portfolio |
New York, NY |
133,085133.1k
$6.7m |
$6.7m |
0.16% |
Added
+2.3k |
+2,283 |
| 40 |
PARK AVENUE SECURITIES LLC
0.04% of their portfolio |
NEW YORK, NY |
125,064125.1k
$6.3m |
$6.3m |
0.04% |
Added
+4.1k |
+4,066 |
| 41 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.29% of their portfolio |
KOKOMO, IN |
120,881120.9k
$6.1m |
$6.1m |
0.29% |
Added
+4.7k |
+4,740 |
| 42 |
Atlas Private Wealth Advisors
1.28% of their portfolio |
RED BANK, NJ |
116,194116.2k
$5.9m |
$5.9m |
1.28% |
Reduced
-31.8k |
-31,830 |
| 43 |
Indivisible Partners
0.31% of their portfolio |
CLEARWATER, FL |
110,303110.3k
$5.6m |
$5.6m |
0.31% |
Added
+7.7k |
+7,714 |
| 44 |
MILESTONE ASSET MANAGEMENT, LLC
0.84% of their portfolio |
PITTSBURGH, PA |
106,157106.2k
$5.4m |
$5.4m |
0.84% |
Added
+7.4k |
+7,378 |
| 45 |
Farther Finance Advisors, LLC
0.04% of their portfolio |
SAN FRANCISCO, CA |
105,249105.2k
$5.3m |
$5.3m |
0.04% |
Added
+17.5k |
+17,548 |
| 46 |
Prospera Financial Services Inc
0.08% of their portfolio |
Dallas, TX |
102,447102.4k
$5.2m |
$5.2m |
0.08% |
Added
+6.0k |
+6,015 |
| 47 |
PFS Partners, LLC
2.01% of their portfolio |
MINE HILL, NJ |
98,07598.1k
$5.0m |
$5.0m |
2.01% |
Added
+1.8k |
+1,794 |
| 48 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
96,69596.7k
$4.9m |
$4.9m |
0.00% |
Added
+1.9k |
+1,869 |
| 49 |
Pinnacle Financial Partners, Inc.
0.03% of their portfolio |
ATLANTA, GA |
94,74594.7k
$4.8m |
$4.8m |
0.03% |
Added
+6.4k |
+6,363 |
| 50 |
RFG Advisory, LLC
0.07% of their portfolio |
BIRMINGHAM, AL |
94,34494.3k
$4.8m |
$4.8m |
0.07% |
Added
+15.0k |
+15,042 |
| 51 |
Baird Financial Group, Inc.
0.01% of their portfolio |
MILWAUKEE, WI |
90,51690.5k
$4.6m |
$4.6m |
0.01% |
Reduced
-32.4k |
-32,431 |
| 52 |
OneDigital Investment Advisors LLC
0.04% of their portfolio |
OVERLAND PARK, KS |
87,56787.6k
$4.4m |
$4.4m |
0.04% |
Added
+5.2k |
+5,181 |
| 53 |
Next Level Private LLC
0.86% of their portfolio |
HARRISON, NY |
87,24687.2k
$4.4m |
$4.4m |
0.86% |
Added
+5.9k |
+5,863 |
| 54 |
Teamwork Financial Advisors, LLC
0.41% of their portfolio |
San Antonio, TX |
86,50586.5k
$4.4m |
$4.4m |
0.41% |
Added
+4.5k |
+4,498 |
| 55 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01% of their portfolio |
PLYMOUTH, MN |
85,74085.7k
$4.4m |
$4.4m |
0.01% |
Reduced
-88.5k |
-88,533 |
| 56 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
85,16885.2k
$4.3m |
$4.3m |
0.00% |
Added
+52.7k |
+52,674 |
| 57 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.26% of their portfolio |
ORLANDO, FL |
84,43084.4k
$4.3m |
$4.3m |
0.26% |
Added
+15.1k |
+15,062 |
| 58 |
Foundations Investment Advisors, LLC
0.04% of their portfolio |
PHOENIX, AZ |
82,21582.2k
$4.2m |
$4.2m |
0.04% |
Added
+13.2k |
+13,203 |
| 59 |
RETIREMENT GUYS FORMULA LLC
1.53% of their portfolio |
MAUMEE, OH |
80,28780.3k
$4.1m |
$4.1m |
1.53% |
Added
+4.9k |
+4,895 |
| 60 |
Concurrent Investment Advisors, LLC
0.03% of their portfolio |
Tampa, FL |
79,33179.3k
$4.0m |
$4.0m |
0.03% |
Added
+1.2k |
+1,240 |
| 61 |
IFP Advisors, Inc
0.07% of their portfolio |
TAMPA, FL |
75,92575.9k
$3.8m |
$3.8m |
0.07% |
Added
+18.4k |
+18,443 |
| 62 |
Arax Advisory Partners
0.03% of their portfolio |
NEW YORK, NY |
74,59374.6k
$3.8m |
$3.8m |
0.03% |
Reduced
-1.7k |
-1,653 |
| 63 |
D.A. DAVIDSON & CO.
0.02% of their portfolio |
GREAT FALLS, MT |
65,75765.8k
$3.3m |
$3.3m |
0.02% |
Reduced
-11.8k |
-11,775 |
| 64 |
Z3 Capital Partners, LLC
0.68% of their portfolio |
RICHMOND, VA |
63,97464.0k
$3.2m |
$3.2m |
0.68% |
Reduced
-24.6k |
-24,641 |
| 65 |
Beacon Pointe Advisors, LLC
0.01% of their portfolio |
NEWPORT BEACH, CA |
63,05763.1k
$3.2m |
$3.2m |
0.01% |
Added
+3.1k |
+3,130 |
| 66 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
62,01462.0k
$3.1m |
$3.1m |
0.00% |
Reduced
-71 |
-71 |
| 67 |
Gladstone Institutional Advisory LLC
0.10% of their portfolio |
Bedminster, NJ |
60,46660.5k
$3.1m |
$3.1m |
0.10% |
Added
+4.2k |
+4,188 |
| 68 |
Gerald Baker Financial Group LLC
0.87% of their portfolio |
ARLINGTON, TX |
60,24560.2k
$3.0m |
$3.0m |
0.87% |
Added
+3.8k |
+3,783 |
| 69 |
Raab & Moskowitz Asset Management LLC
0.60% of their portfolio |
Chatham, NJ |
59,02059.0k
$3.0m |
$3.0m |
0.60% |
Reduced
-142 |
-142 |
| 70 |
NewEdge Wealth, LLC
0.03% of their portfolio |
STAMFORD, CT |
57,70057.7k
$2.9m |
$2.9m |
0.03% |
Unchanged |
|
| 71 |
Strategic Financial Concepts, LLC
0.86% of their portfolio |
SAN ANTONIO, TX |
57,47357.5k
$2.9m |
$2.9m |
0.86% |
Added
+1.1k |
+1,116 |
| 72 |
Ameritas Advisory Services, LLC
0.06% of their portfolio |
Lincoln, NE |
57,45357.5k
$2.9m |
$2.9m |
0.06% |
Added
+38.2k |
+38,216 |
| 73 |
KESTRA PRIVATE WEALTH SERVICES, LLC
0.03% of their portfolio |
AUSTIN, TX |
55,93955.9k
$2.8m |
$2.8m |
0.03% |
Added
+146 |
+146 |
| 74 |
Proactive Wealth Strategies LLC
0.45% of their portfolio |
MARIETTA, GA |
55,43655.4k
$2.8m |
$2.8m |
0.45% |
Reduced
-2.4k |
-2,361 |
| 75 |
Gateway Wealth Partners, LLC
0.16% of their portfolio |
APPLETON, WI |
54,01054.0k
$2.7m |
$2.7m |
0.16% |
Reduced
-45.8k |
-45,804 |
| 76 |
OLD MISSION CAPITAL LLC
0.07% of their portfolio |
CHICAGO, IL |
52,66952.7k
$2.7m |
$2.7m |
0.07% |
New |
|
| 77 |
Elevated Capital Advisors, LLC
0.72% of their portfolio |
SANDY, UT |
51,92851.9k
$2.6m |
$2.6m |
0.72% |
Added
+1.3k |
+1,272 |
| 78 |
Inspire Advisors, LLC
0.17% of their portfolio |
Meridian, ID |
48,17648.2k
$2.4m |
$2.4m |
0.17% |
Added
+39.0k |
+39,038 |
| 79 |
Arkadios Wealth Advisors
0.04% of their portfolio |
ATLANTA, GA |
46,91846.9k
$2.4m |
$2.4m |
0.04% |
Reduced
-459.2k |
-459,155 |
| 80 |
SILVER OAK SECURITIES, INCORPORATED
0.14% of their portfolio |
JACKSON, TN |
46,34146.3k
$2.3m |
$2.3m |
0.14% |
Added
+795 |
+795 |
| 81 |
Capital Investment Advisory Services, LLC
0.14% of their portfolio |
RALEIGH, NC |
46,13746.1k
$2.3m |
$2.3m |
0.14% |
Reduced
-524 |
-524 |
| 82 |
Sanctuary Advisors, LLC
0.01% of their portfolio |
INDIANAPOLIS, IN |
44,43944.4k
$2.2m |
$2.2m |
0.01% |
Reduced
-78 |
-78 |
| 83 |
IHT Wealth Management, LLC
0.05% of their portfolio |
Chicago, IL |
44,38644.4k
$2.2m |
$2.2m |
0.05% |
Added
+2.4k |
+2,444 |
| 84 |
Signature Equity Partners, LLC
1.03% of their portfolio |
COLUMBUS, OH |
44,36644.4k
$2.2m |
$2.2m |
1.03% |
Added
+1.1k |
+1,131 |
| 85 |
Goldstone Financial Group, LLC
0.20% of their portfolio |
OAKBROOK TERRACE, IL |
43,58943.6k
$2.2m |
$2.2m |
0.20% |
Reduced
-1.5k |
-1,457 |
| 86 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.10% of their portfolio |
CEDAR RAPIDS, IA |
43,09543.1k
$2.2m |
$2.2m |
0.10% |
Reduced
-2.5k |
-2,491 |
| 87 |
Sequent Planning LLC
0.46% of their portfolio |
OMAHA, NE |
42,19542.2k
$2.1m |
$2.1m |
0.46% |
Reduced
-10.2k |
-10,228 |
| 88 |
LANGLEY WEALTH MANAGEMENT, LLC
1.97% of their portfolio |
CORINTH, MS |
40,06940.1k
$2.0m |
$2.0m |
1.97% |
First filing |
|
| 89 |
J.W. COLE ADVISORS, INC.
0.03% of their portfolio |
TAMPA, FL |
39,57639.6k
$2.0m |
$2.0m |
0.03% |
New |
|
| 90 |
Maia Wealth LLC
0.29% of their portfolio |
DENVER, CO |
38,91138.9k
$2.0m |
$2.0m |
0.29% |
Reduced
-1.2k |
-1,153 |
| 91 |
DAVENPORT & Co LLC
0.01% of their portfolio |
RICHMOND, VA |
38,55138.6k
$1.9m |
$1.9m |
0.01% |
New |
|
| 92 |
Cornerstone Wealth Management, LLC
0.08% of their portfolio |
ST. PETERS, MO |
37,45337.5k
$1.9m |
$1.9m |
0.08% |
Reduced
-1.8k |
-1,830 |
| 93 |
Dynamic Advisor Solutions LLC
0.05% of their portfolio |
PHOENIX, AZ |
36,22136.2k
$1.8m |
$1.8m |
0.05% |
Added
+1.2k |
+1,187 |
| 94 |
BlueChip Wealth Advisors LLC
0.69% of their portfolio |
Milton, GA |
36,02736.0k
$1.8m |
$1.8m |
0.69% |
Added
+2.8k |
+2,835 |
| 95 |
PRECEDENT WEALTH PARTNERS, LLC
0.30% of their portfolio |
HOUSTON, TX |
35,80735.8k
$1.8m |
$1.8m |
0.30% |
Added
+1.9k |
+1,931 |
| 96 |
Triumph Capital Management
0.32% of their portfolio |
DENVER, CO |
34,59034.6k
$1.7m |
$1.7m |
0.32% |
Reduced
-26.7k |
-26,717 |
| 97 |
Legacy Wealth Managment, LLC/ID
0.70% of their portfolio |
BOISE, ID |
33,70033.7k
$1.7m |
$1.7m |
0.70% |
Added
+677 |
+677 |
| 98 |
Resolute Wealth Strategies, LLC
0.66% of their portfolio |
JACKSON, MS |
33,69733.7k
$1.7m |
$1.7m |
0.66% |
Added
+3.3k |
+3,343 |
| 99 |
Cresset Asset Management, LLC
0.01% of their portfolio |
Chicago, IL |
32,82732.8k
$1.7m |
$1.7m |
0.01% |
Reduced
-241 |
-241 |
| 100 |
BARRETT & COMPANY, INC.
0.44% of their portfolio |
PROVIDENCE, RI |
31,38231.4k
$1.6m |
$1.6m |
0.44% |
Added
+2.6k |
+2,615 |