| 1 |
STEPHENS INC /AR/
0.03% of their portfolio |
LITTLE ROCK, AR |
100,920100.9k
$3.1m |
$3.1m |
0.03% |
Reduced
-3.6k |
-3,587 |
| 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
81,60781.6k
$2.5m |
$2.5m |
0.00% |
New |
|
| 3 |
HARBOUR INVESTMENTS, INC.
0.03% of their portfolio |
MADISON, WI |
80,24380.2k
$2.4m |
$2.4m |
0.03% |
Reduced
-269 |
-269 |
| 4 |
Advisory Resource Group
0.31% of their portfolio |
Tulsa, OK |
68,88668.9k
$2.1m |
$2.1m |
0.31% |
Unchanged |
|
| 5 |
Accel Wealth Management
0.33% of their portfolio |
WAVERLY, IA |
47,88947.9k
$1.5m |
$1.5m |
0.33% |
Added
+684 |
+684 |
| 6 |
OneDigital Investment Advisors LLC
0.01% of their portfolio |
OVERLAND PARK, KS |
27,37727.4k
$831.8k |
$831.8k |
0.01% |
New |
|
| 7 |
UPTICK PARTNERS, LLC
0.13% of their portfolio |
NACOGDOCHES, TX |
26,54326.5k
$806.5k |
$806.5k |
0.13% |
Added
+2.5k |
+2,503 |
| 8 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
24,72924.7k
$751.4k |
$751.4k |
0.00% |
Reduced
-1.8k |
-1,807 |
| 9 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
24,65824.7k
$749.2k |
$749.2k |
0.00% |
Unchanged |
|
| 10 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
22,13522.1k
$672.6k |
$672.6k |
0.00% |
Reduced
-1.2k |
-1,166 |
| 11 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
19,47719.5k
$591.8k |
$591.8k |
0.00% |
Added
+1.6k |
+1,567 |
| 12 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
14,70914.7k
$446.9k |
$446.9k |
0.00% |
Reduced
-2.0k |
-2,013 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
14,56714.6k
$442.6k |
$442.6k |
0.00% |
Added
+1.6k |
+1,567 |
| 14 |
Focus Financial Network, Inc.
0.01% of their portfolio |
MINNEAPOLIS, MN |
13,54613.5k
$411.6k |
$411.6k |
0.01% |
Added
+377 |
+377 |
| 15 |
Sequent Planning LLC
0.08% of their portfolio |
OMAHA, NE |
13,02713.0k
$395.8k |
$395.8k |
0.08% |
Reduced
-54.9k |
-54,877 |
| 16 |
QTR Family Wealth, LLC
0.11% of their portfolio |
LAKE MARY, FL |
10,37810.4k
$315.3k |
$315.3k |
0.11% |
Unchanged |
|
| 17 |
FSB PREMIER WEALTH MANAGEMENT, INC.
0.08% of their portfolio |
WATERLOO, IA |
9,5309.5k
$289.6k |
$289.6k |
0.08% |
Added
+121 |
+121 |
| 18 |
WORLD EQUITY GROUP, INC.
0.06% of their portfolio |
SCHAUMBURG, IL |
8,9669.0k
$272.4k |
$272.4k |
0.06% |
Reduced
-1.4k |
-1,373 |
| 19 |
Triad Wealth Partners, LLC
0.02% of their portfolio |
LAWRENCE, KS |
8,3738.4k
$253.6k |
$253.6k |
0.02% |
Reduced
-25.0k |
-24,977 |
| 20 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
8,3178.3k
$252.7k |
$252.7k |
0.01% |
Reduced
-1.9k |
-1,850 |
| 21 |
LVZ, Inc.
0.03% of their portfolio |
Holland, MI |
8,2888.3k
$251.8k |
$251.8k |
0.03% |
Unchanged |
|
| 22 |
SUMMIT WEALTH GROUP LLC / CO
0.02% of their portfolio |
COLORADO SPRINGS, CO |
7,5017.5k
$227.9k |
$227.9k |
0.02% |
Unchanged |
|
| 23 |
Keystone Wealth Services, LLC
0.04% of their portfolio |
PALM DESERT, CA |
7,2807.3k
$221.2k |
$221.2k |
0.04% |
Added
+60 |
+60 |
| 24 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
1,1511.2k
$35.0k |
$35.0k |
0.00% |
Unchanged |
|
| 25 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
998998
$30.3k |
$30.3k |
0.00% |
Added
+88 |
+88 |
| 26 |
Ashton Thomas Private Wealth, LLC
0.00% of their portfolio |
SCOTTSDALE, AZ |
860860
$26.1k |
$26.1k |
0.00% |
Unchanged |
|
| 27 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
300300
$9.1k |
$9.1k |
0.00% |
New |
|
| 28 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
140140
$4.3k |
$4.3k |
0.00% |
New |
|
| 29 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
127127
$3.9k |
$3.9k |
0.00% |
First filing |
|