| 1 |
LexAurum Advisors, LLC
0.55% of their portfolio |
OVERLAND PARK, KS |
186,913186.9k
$4.7m |
$4.7m |
0.55% |
Reduced
-235 |
-235 |
| 2 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
94,51894.5k
$2.4m |
$2.4m |
0.00% |
Reduced
-78.4k |
-78,407 |
| 3 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
81,88281.9k
$2.1m |
$2.1m |
0.00% |
Reduced
-20.5k |
-20,466 |
| 4 |
Sequent Planning LLC
0.29% of their portfolio |
OMAHA, NE |
52,83952.8k
$1.3m |
$1.3m |
0.29% |
Reduced
-472 |
-472 |
| 5 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
44,26344.3k
$1.1m |
$1.1m |
0.00% |
Reduced
-16.0k |
-16,016 |
| 6 |
Frederick Financial Consultants, LLC
0.48% of their portfolio |
FREDERICK, MD |
44,22044.2k
$1.1m |
$1.1m |
0.48% |
Added
+301 |
+301 |
| 7 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
42,88042.9k
$1.1m |
$1.1m |
0.00% |
Reduced
-96.2k |
-96,187 |
| 8 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
40,36940.4k
$1.0m |
$1.0m |
0.00% |
Added
+14.5k |
+14,549 |
| 9 |
SACKS & ASSOCIATES, LLC
0.60% of their portfolio |
WARREN, NJ |
35,07435.1k
$893.0k |
$893.0k |
0.60% |
Reduced
-101.1k |
-101,122 |
| 10 |
OLD MISSION CAPITAL LLC
0.02% of their portfolio |
CHICAGO, IL |
31,72431.7k
$804.2k |
$804.2k |
0.02% |
Reduced
-5.6k |
-5,636 |
| 11 |
Ignite Planners, LLC
0.10% of their portfolio |
SAN CLEMENTE, CA |
28,98729.0k
$734.8k |
$734.8k |
0.10% |
Reduced
-695 |
-695 |
| 12 |
Summit Financial, LLC
0.01% of their portfolio |
PARSIPPANY, NJ |
24,87024.9k
$630.5k |
$630.5k |
0.01% |
New |
|
| 13 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
23,51423.5k
$596.0k |
$596.0k |
0.00% |
Reduced
-1.9k |
-1,872 |
| 14 |
Grantvest Financial Group LLC
0.30% of their portfolio |
MATAWAN, NJ |
20,53220.5k
$520.5k |
$520.5k |
0.30% |
Reduced
-4.3k |
-4,341 |
| 15 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
20,20720.2k
$512.2k |
$512.2k |
0.00% |
Added
+1.6k |
+1,583 |
| 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
19,79519.8k
$501.8k |
$501.8k |
0.00% |
Reduced
-890 |
-890 |
| 17 |
UPTICK PARTNERS, LLC
0.07% of their portfolio |
NACOGDOCHES, TX |
18,97619.0k
$481.0k |
$481.0k |
0.07% |
Reduced
-440 |
-440 |
| 18 |
Apollon Wealth Management, LLC
0.01% of their portfolio |
MOUNT PLEASANT, SC |
16,49416.5k
$418.1k |
$418.1k |
0.01% |
Unchanged |
|
| 19 |
Synergy Asset Management, LLC
0.04% of their portfolio |
VANCOUVER, WA |
15,70315.7k
$398.1k |
$398.1k |
0.04% |
Unchanged |
|
| 20 |
Ameritas Advisory Services, LLC
0.01% of their portfolio |
Lincoln, NE |
14,81314.8k
$375.5k |
$375.5k |
0.01% |
New |
|
| 21 |
Mission Financial Group, LLC
0.30% of their portfolio |
HONOLULU, HI |
14,36214.4k
$364.1k |
$364.1k |
0.30% |
First filing |
|
| 22 |
TRUIST FINANCIAL CORP
0.00% of their portfolio |
CHARLOTTE, NC |
14,31614.3k
$362.9k |
$362.9k |
0.00% |
Reduced
-2.6k |
-2,562 |
| 23 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
14,03714.0k
$355.8k |
$355.8k |
0.00% |
Added
+654 |
+654 |
| 24 |
Diligent Investors, LLC
0.07% of their portfolio |
REDLANDS, CA |
12,68312.7k
$321.5k |
$321.5k |
0.07% |
Reduced
-525 |
-525 |
| 25 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
12,12112.1k
$307.3k |
$307.3k |
0.00% |
Added
+1.5k |
+1,540 |
| 26 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
11,66111.7k
$295.0k |
$295.0k |
0.00% |
New |
|
| 27 |
MONEY CONCEPTS CAPITAL CORP
0.01% of their portfolio |
PALM BEACH GARDENS, FL |
10,85010.8k
$275.0k |
$275.0k |
0.01% |
New |
|
| 28 |
INTEGRITY ALLIANCE, LLC.
0.01% of their portfolio |
Urbandale, IA |
9,98210.0k
$253.0k |
$253.0k |
0.01% |
Unchanged |
|
| 29 |
INDEPENDENT FINANCIAL GROUP, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
9,6799.7k
$245.4k |
$245.4k |
0.00% |
Unchanged |
|
| 30 |
GREAT VALLEY ADVISOR GROUP, INC.
0.00% of their portfolio |
WILMINGTON, DE |
9,5359.5k
$242.0k |
$242.0k |
0.00% |
Unchanged |
|
| 31 |
Savvy Advisors, Inc.
0.01% of their portfolio |
NEW YORK, NY |
9,2279.2k
$233.9k |
$233.9k |
0.01% |
Unchanged |
|
| 32 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
7,3657.4k
$186.7k |
$186.7k |
0.00% |
Unchanged |
|
| 33 |
Topsail Wealth Management, LLC
0.02% of their portfolio |
CHARLOTTE, NC |
6,5306.5k
$165.5k |
$165.5k |
0.02% |
Unchanged |
|
| 34 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
5,7475.7k
$145.7k |
$145.7k |
0.00% |
Unchanged |
|
| 35 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
5,1125.1k
$129.6k |
$129.6k |
0.00% |
Added
+475 |
+475 |
| 36 |
CENTAURUS FINANCIAL, INC.
0.00% of their portfolio |
ANAHEIM, CA |
4,6664.7k
$118.0k |
$118.0k |
0.00% |
Unchanged |
|
| 37 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
4,2734.3k
$108.3k |
$108.3k |
0.00% |
Added
+1.9k |
+1,904 |
| 38 |
DHJJ Financial Advisors, Ltd.
0.03% of their portfolio |
NAPERVILLE, IL |
3,8853.9k
$98.5k |
$98.5k |
0.03% |
Reduced
-400 |
-400 |
| 39 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3,0003.0k
$76.0k |
$76.0k |
0.00% |
New |
|
| 40 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
2,4742.5k
$63.0k |
$63.0k |
0.00% |
Unchanged |
|
| 41 |
Noble Wealth Management PBC
0.02% of their portfolio |
GREENWOOD VILLAGE, CO |
1,8501.9k
$46.9k |
$46.9k |
0.02% |
Reduced
-200 |
-200 |
| 42 |
Benson Wealth Management INC
0.02% of their portfolio |
OOLTEWAH, TN, TN |
824824
$20.9k |
$20.9k |
0.02% |
Unchanged |
|
| 43 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
583583
$14.8k |
$14.8k |
0.00% |
Reduced
-2.2k |
-2,160 |
| 44 |
FIDUCIARY FINANCIAL ADVISORS
0.00% of their portfolio |
GRAND RAPIDS, MI |
450450
$11.4k |
$11.4k |
0.00% |
New |
|
| 45 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
440440
$11.2k |
$11.2k |
0.00% |
Unchanged |
|
| 46 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
124124
$3.1k |
$3.1k |
0.00% |
Unchanged |
|
| 47 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
9898
$2.5k |
$2.5k |
0.00% |
Unchanged |
|